Caterpillar Inc
CAT- 交易所
- NYSE
- 產業
- Construction Machinery & Equip
- SEC CIK
- 0000018230
近 90 天，Caterpillar Inc 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 4,070 家機構在 13F 申報持有，市值合計 $3,511 億；蓋茲基金會信託、馬克爾集團等 5 位大師持有。
2024 年第 4 季 13F 持有人
Caterpillar Inc 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,009
- 較 2024 年第 3 季 +225 家
- 持有股數
- 3.40 億
- 較 2024 年第 3 季 −249.5 萬 (−0.7%)
- 總市值
- $1,234 億
- 較 2024 年第 3 季 −$97.4 億 (−7.3%)
- 新進機構
- 385
- 另有 1,094 家加碼
- 清倉機構
- 160
- 另有 1,050 家減碼
另有 53 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CAT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,070 | $3,511 億 |
| 2026 年第 1 季 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $1,590 億 |
| 2025 年第 2 季 | 3,023 | $1,280 億 |
| 2025 年第 1 季 | 2,903 | $1,090 億 |
| 2024 年第 4 季 | 3,010 | $1,234 億 |
| 2024 年第 3 季 | 2,838 | $1,336 億 |
| 2024 年第 2 季 | 2,713 | $1,145 億 |
| 2024 年第 1 季 | 2,714 | $1,276 億 |
| 2023 年第 4 季 | 2,583 | $1,046 億 |
| 2023 年第 3 季 | 2,409 | $973.3 億 |
| 2023 年第 2 季 | 2,329 | $880.0 億 |
| 2023 年第 1 季 | 2,284 | $826.2 億 |
| 2022 年第 4 季 | 2,287 | $871.4 億 |
| 2022 年第 3 季 | 1,992 | $592.3 億 |
| 2022 年第 2 季 | 2,077 | $655.9 億 |
| 2022 年第 1 季 | 2,176 | $819.9 億 |
| 2021 年第 4 季 | 2,161 | $748.9 億 |
| 2021 年第 3 季 | 1,943 | $710.9 億 |
| 2021 年第 2 季 | 2,028 | $820.3 億 |
| 2021 年第 1 季 | 2,015 | $879.7 億 |
2024 年第 4 季持有機構
每家機構持有 Caterpillar Inc 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 2,842 | $103.1 萬 | 0.15% | +813+40.1% | 加碼 |
| Drive Wealth Management, LLC | 2,852 | $103.4 萬 | 0.25% | +23+0.8% | 加碼 |
| Denali Advisors LLC | 2,852 | $103.5 萬 | 0.11% | −61−2.1% | 減碼 |
| Chancellor Financial Group WB LP | 2,855 | $103.6 萬 | 0.83% | +2,855 | 新進 |
| Capstone Financial Advisors, Inc. | 2,856 | $103.6 萬 | 0.06% | −109−3.7% | 減碼 |
| RFP Financial Group LLC | 2,857 | $103.6 萬 | 0.40% | −2,857−50.0% | 減碼 |
| Mechanics Financial Corp | 2,861 | $103.8 萬 | 0.47% | −170−5.6% | 減碼 |
| Skopos Labs, Inc. | 2,872 | $104.2 萬 | 0.31% | +87+3.1% | 加碼 |
| Covenant Asset Management, LLC | 2,875 | $104.3 萬 | 0.23% | −21−0.7% | 減碼 |
| Tudor Financial Inc. | 2,878 | $104.4 萬 | 0.61% | +694+31.8% | 加碼 |
| Stiles Financial Services Inc | 2,880 | $104.5 萬 | 0.38% | +144+5.3% | 加碼 |
| Financial Engines Advisors L.L.C. | 2,884 | $104.6 萬 | 0.00% | +1,888+189.6% | 加碼 |
| Abacus Planning Group, Inc. | 2,897 | $105.1 萬 | 0.18% | +28+1.0% | 加碼 |
| Washburn Capital Management, Inc. | 2,899 | $105.2 萬 | 0.65% | +137+5.0% | 加碼 |
| Heartwood Wealth Advisors LLC | 2,904 | $105.3 萬 | 0.12% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 2,908 | $105.5 萬 | 0.49% | −10−0.3% | 減碼 |
| South State Corp. | 2,910 | $105.6 萬 | 0.07% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 2,913 | $105.7 萬 | 0.05% | +2,913 | 新進 |
| Nabity-Jensen Investment Management Inc | 2,918 | $105.9 萬 | 0.80% | +59+2.1% | 加碼 |
| Claris Advisors, LLC | 2,922 | $106.0 萬 | 0.40% | +397+15.7% | 加碼 |
| Ironwood Investment Counsel, LLC | 2,924 | $106.1 萬 | 0.18% | +44+1.5% | 加碼 |
| US Asset Management LLC | 2,928 | $106.2 萬 | 0.95% | −83−2.8% | 減碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,928 | $106.2 萬 | 0.65% | +2,928 | 新進 |
| RiverFront Investment Group, LLC | 2,929 | $106.3 萬 | 0.02% | −312−9.6% | 減碼 |
| Harfst & Associates, Inc. | 2,941 | $106.7 萬 | 0.22% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 2,944 | $106.8 萬 | 0.34% | −51−1.7% | 減碼 |
| RDA Financial Network | 2,947 | $106.9 萬 | 0.31% | +158+5.7% | 加碼 |
| Financial Management Network Inc | 2,941 | $107.0 萬 | 0.22% | +2+0.1% | 加碼 |
| Virtus ETF Advisers LLC | 2,950 | $107.0 萬 | 0.44% | +424+16.8% | 加碼 |
| TD Private Client Wealth LLC | 2,951 | $107.1 萬 | 0.03% | −52−1.7% | 減碼 |
| Regal Investment Advisors LLC | 2,952 | $107.1 萬 | 0.08% | −189−6.0% | 減碼 |
| Heartland Bank & Trust Co | 2,952 | $107.1 萬 | 0.58% | +207+7.5% | 加碼 |
| Sawgrass Asset Management LLC | 2,953 | $107.1 萬 | 0.12% | 00.0% | 不變 |
| First Hawaiian Bank | 2,960 | $107.4 萬 | 0.03% | +1,504+103.3% | 加碼 |
| Compass Ion Advisors, LLC | 2,961 | $107.4 萬 | 0.13% | −28−0.9% | 減碼 |
| Wealth Effects LLC | 2,961 | $107.4 萬 | 0.38% | +265+9.8% | 加碼 |
| Ancora Advisors, LLC | 2,962 | $107.4 萬 | 0.02% | +19+0.6% | 加碼 |
| Aspen Investment Management Inc | 2,966 | $107.6 萬 | 0.50% | −110−3.6% | 減碼 |
| Capital Advisors Inc | 2,973 | $107.9 萬 | 0.02% | +65+2.2% | 加碼 |
| Rogco, LP | 2,978 | $108.0 萬 | 0.44% | −79−2.6% | 減碼 |
| Wealth Quarterback LLC | 2,978 | $108.0 萬 | 0.51% | +18+0.6% | 加碼 |
| Morse Asset Management, Inc | 2,979 | $108.1 萬 | 0.25% | 00.0% | 不變 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2,981 | $108.2 萬 | 1.06% | +2,981 | 新進 |
| Van Strum & Towne Inc. | 2,995 | $108.6 萬 | 0.38% | +350+13.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $108.8 萬 | 0.32% | 00.0% | 不變 |
| Birinyi Associates Inc | 3,000 | $108.8 萬 | 0.30% | 00.0% | 不變 |
| Martel Wealth Advisors Inc | 3,000 | $108.8 萬 | 0.21% | +3,000 | 新進 |
| Founders Financial Alliance, LLC | 3,002 | $108.9 萬 | 0.30% | −34−1.1% | 減碼 |
| Wealth Management Partners, LLC | 3,007 | $109.1 萬 | 0.47% | −382−11.3% | 減碼 |
| Uncommon Cents Investing LLC | 3,010 | $109.2 萬 | 0.33% | −65−2.1% | 減碼 |
| Vermillion Wealth Management, Inc. | 3,012 | $109.3 萬 | 0.56% | +3,012 | 新進 |
| Gray Wealth Management Inc. | 3,024 | $109.7 萬 | 0.42% | −57−1.9% | 減碼 |
| First County Bank | 3,025 | $109.7 萬 | 0.61% | −1,190−28.2% | 減碼 |
| BCJ Capital Management, LLC | 3,044 | $110.4 萬 | 0.08% | +695+29.6% | 加碼 |
| Gleason Group, Inc. | 3,053 | $110.8 萬 | 0.19% | −69−2.2% | 減碼 |
| BluePath Capital Management, LLC | 3,056 | $110.8 萬 | 0.60% | +592+24.0% | 加碼 |
| Monograph Wealth Advisors, LLC | 3,055 | $110.8 萬 | 0.15% | −102−3.2% | 減碼 |
| Titleist Asset Management, LLC | 3,062 | $111.1 萬 | 0.13% | +511+20.0% | 加碼 |
| Agf Management Ltd | 3,074 | $111.5 萬 | 0.01% | −921−23.1% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,082 | $111.8 萬 | 0.65% | −855−21.7% | 減碼 |
| Benin Management CORP | 3,097 | $112.3 萬 | 0.31% | 00.0% | 不變 |
| Traphagen Investment Advisors LLC | 3,104 | $112.6 萬 | 0.11% | −126−3.9% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,854 | $112.7 萬 | 0.01% | −6−0.2% | 減碼 |
| Rooted Wealth Advisors, Inc. | 3,110 | $112.9 萬 | 0.44% | −83−2.6% | 減碼 |
| Legacy Advisors, LLC | 3,115 | $113.0 萬 | 0.11% | 00.0% | 不變 |
| DMG Group, LLC | 3,136 | $113.8 萬 | 0.93% | −240−7.1% | 減碼 |
| High Net Worth Advisory Group LLC | 3,138 | $113.9 萬 | 0.32% | −764−19.6% | 減碼 |
| Menard Financial Group LLC | 3,142 | $114.0 萬 | 0.68% | +8+0.3% | 加碼 |
| Well Done, LLC | 2,915 | $114.0 萬 | 0.21% | 00.0% | 不變 |
| Arrowroot Family Office, LLC | 3,148 | $114.2 萬 | 0.59% | +3,148 | 新進 |
| SignalPoint Asset Management, LLC | 3,154 | $114.4 萬 | 0.28% | −3−0.1% | 減碼 |
| Taurus Asset Management, LLC | 3,158 | $114.6 萬 | 0.11% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 3,171 | $115.0 萬 | 0.12% | −200−5.9% | 減碼 |
| Raleigh Capital Management Inc. | 3,191 | $115.8 萬 | 0.45% | −299−8.6% | 減碼 |
| Provenance Wealth Advisors, LLC | 3,196 | $115.9 萬 | 0.15% | 00.0% | 不變 |
| GWN Securities Inc. | 2,856 | $116.2 萬 | 0.31% | +2,856 | 新進 |
| Keynote Financial Services LLC | 3,219 | $116.8 萬 | 0.90% | −153−4.5% | 減碼 |
| Auxier Asset Management | 3,230 | $117.2 萬 | 0.18% | 00.0% | 不變 |
| Brucke Financial, Inc. | 3,158 | $117.3 萬 | 1.01% | +3,158 | 新進 |
| Montecito Bank & Trust | 3,235 | $117.4 萬 | 0.20% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,240 | $117.5 萬 | 0.17% | −19−0.6% | 減碼 |
| Evoke Wealth, LLC | 3,243 | $117.6 萬 | 0.03% | +771+31.2% | 加碼 |
| JFS Wealth Advisors, LLC | 3,246 | $117.8 萬 | 0.08% | +5+0.2% | 加碼 |
| LexAurum Advisors, LLC | 3,247 | $117.8 萬 | 0.23% | +12+0.4% | 加碼 |
| CMG Global Holdings, LLC | 2,963 | $117.8 萬 | 0.65% | −5−0.2% | 減碼 |
| Premier Path Wealth Partners, LLC | 3,252 | $118.0 萬 | 0.18% | +492+17.8% | 加碼 |
| First Heartland Consultants, Inc. | 3,258 | $118.2 萬 | 0.12% | −81−2.4% | 減碼 |
| Fairview Capital Investment Management, LLC | 3,260 | $118.3 萬 | 0.06% | −138−4.1% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,264 | $118.4 萬 | 0.53% | −48−1.4% | 減碼 |
| ABN AMRO Bank N.V. | 3,302 | $118.5 萬 | 0.02% | +369+12.6% | 加碼 |
| Aspire Private Capital, LLC | 3,266 | $118.5 萬 | 0.29% | +38+1.2% | 加碼 |
| Orca Wealth Management, LLC | 3,280 | $119.0 萬 | 1.07% | +3,280 | 新進 |
| Nicolet Bankshares Inc | 3,284 | $119.1 萬 | 0.28% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 3,288 | $119.3 萬 | 0.09% | +3,288 | 新進 |
| Saxon Interests, Inc. | 3,291 | $119.4 萬 | 0.53% | +105+3.3% | 加碼 |
| CORDA Investment Management, LLC. | 3,299 | $119.7 萬 | 0.10% | −14−0.4% | 減碼 |
| Boston Family Office LLC | 3,301 | $119.7 萬 | 0.08% | −1,201−26.7% | 減碼 |
| Lakewood Asset Management LLC | 3,304 | $119.9 萬 | 0.83% | −31−0.9% | 減碼 |
| Trustmark National Bank Trust Department | 3,317 | $120.3 萬 | 0.09% | −381−10.3% | 減碼 |
| King Wealth | 3,318 | $120.4 萬 | 0.18% | +86+2.7% | 加碼 |