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
- 3,010
- 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 1,095 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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 8,377 | $303.9 萬 | 0.48% | −326−3.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 8,363 | $303.4 萬 | 0.20% | −172−2.0% | 減碼 |
| Farther Finance Advisors, LLC | 8,362 | $303.3 萬 | 0.11% | +318+4.0% | 加碼 |
| St Germain D J Co Inc | 8,345 | $302.7 萬 | 0.14% | +1,910+29.7% | 加碼 |
| Bernard Wealth Management Corp. | 8,336 | $302.4 萬 | 1.42% | +8,336 | 新進 |
| Catherine Avery Investment Management LLC | 8,328 | $302.1 萬 | 2.67% | +8,328 | 新進 |
| Radnor Capital Management, LLC | 8,312 | $301.5 萬 | 0.50% | −50−0.6% | 減碼 |
| Park National Corp | 8,298 | $301.0 萬 | 0.11% | −47−0.6% | 減碼 |
| Core Wealth Advisors, Inc. | 8,239 | $298.9 萬 | 0.99% | −93−1.1% | 減碼 |
| Horizon Investments, LLC | 8,267 | $298.8 萬 | 0.09% | +144+1.8% | 加碼 |
| Boltwood Capital Management | 8,235 | $298.7 萬 | 0.91% | −20.0% | 減碼 |
| Tradewinds, LLC. | 8,236 | $298.3 萬 | 0.83% | 00.0% | 不變 |
| Graphene Investments SAS | 8,200 | $297.5 萬 | 2.05% | 00.0% | 不變 |
| Change Path, LLC | 8,170 | $296.4 萬 | 0.09% | −1,960−19.3% | 減碼 |
| Peregrine Asset Advisers, Inc. | 8,131 | $295.0 萬 | 1.09% | +6,445+382.3% | 加碼 |
| Adirondack Trust Co | 8,087 | $293.4 萬 | 1.12% | −148−1.8% | 減碼 |
| Stonegate Investment Group, LLC | 8,063 | $292.5 萬 | 0.08% | +1,491+22.7% | 加碼 |
| Verition Fund Management LLC | 8,035 | $291.5 萬 | 0.01% | −3,428−29.9% | 減碼 |
| Mission Wealth Management, LP | 8,019 | $290.9 萬 | 0.07% | −93−1.1% | 減碼 |
| Fieldview Capital Management, LLC | 7,990 | $289.8 萬 | 0.45% | +7,990 | 新進 |
| Loudon Investment Management, LLC | 7,988 | $289.8 萬 | 1.65% | −175−2.1% | 減碼 |
| First Horizon Advisors, Inc. | 7,967 | $289.1 萬 | 0.08% | −432−5.1% | 減碼 |
| Atlantic Union Bankshares Corp | 7,965 | $288.9 萬 | 0.17% | −282−3.4% | 減碼 |
| Horizon Kinetics Asset Management LLC | 7,943 | $288.1 萬 | 0.04% | −273−3.3% | 減碼 |
| Valley Brook Capital Group | 7,930 | $287.7 萬 | 2.15% | −5−0.1% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,919 | $287.3 萬 | 0.40% | 00.0% | 不變 |
| Fruth Investment Management | 7,903 | $286.6 萬 | 0.79% | 00.0% | 不變 |
| Field & Main Bank | 7,881 | $285.9 萬 | 1.01% | +53+0.7% | 加碼 |
| Old Port Advisors | 7,874 | $285.6 萬 | 0.82% | −48−0.6% | 減碼 |
| Oxbow Advisors, LLC | 7,844 | $284.5 萬 | 0.33% | −225−2.8% | 減碼 |
| Howland Capital Management LLC | 7,817 | $283.6 萬 | 0.12% | +916+13.3% | 加碼 |
| Gifford Fong Associates | 7,800 | $283.0 萬 | 0.69% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 7,801 | $283.0 萬 | 0.18% | −293−3.6% | 減碼 |
| Becker Capital Management Inc | 7,795 | $282.8 萬 | 0.09% | −389−4.8% | 減碼 |
| Baldwin Investment Management, LLC | 7,795 | $282.8 萬 | 0.37% | −1,956−20.1% | 減碼 |
| Focused Wealth Management, Inc | 7,738 | $280.7 萬 | 0.38% | +70+0.9% | 加碼 |
| Chapin Davis, Inc. | 7,170 | $280.4 萬 | 0.91% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 7,714 | $279.8 萬 | 1.40% | −316−3.9% | 減碼 |
| Foundations Investment Advisors, LLC | 7,687 | $278.9 萬 | 0.05% | +856+12.5% | 加碼 |
| United Community Bank | 7,671 | $278.3 萬 | 1.08% | +40+0.5% | 加碼 |
| Cozad Asset Management Inc | 7,664 | $278.0 萬 | 0.26% | +239+3.2% | 加碼 |
| Capital Asset Advisory Services LLC | 7,638 | $277.9 萬 | 0.14% | −18−0.2% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,635 | $277.0 萬 | 1.35% | −125−1.6% | 減碼 |
| Diversified Trust Co | 7,627 | $276.7 萬 | 0.07% | +141+1.9% | 加碼 |
| JBR Co Financial Management Inc | 7,612 | $276.1 萬 | 1.68% | −10−0.1% | 減碼 |
| Stamos Capital Partners, L.P. | 7,610 | $276.1 萬 | 0.65% | +480+6.7% | 加碼 |
| Orleans Capital Management Corp | 7,618 | $275.9 萬 | 1.54% | +340+4.7% | 加碼 |
| Gables Capital Management Inc. | 7,590 | $275.3 萬 | 1.33% | −50−0.7% | 減碼 |
| Exchange Bank | 7,575 | $274.8 萬 | 2.21% | −30.0% | 減碼 |
| D. Scott Neal, Inc. | 7,549 | $273.8 萬 | 1.50% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 7,511 | $272.5 萬 | 0.18% | +1,961+35.3% | 加碼 |
| Berkshire Bank | 7,502 | $272.1 萬 | 0.63% | −160−2.1% | 減碼 |
| Symphony Financial, Ltd. Co. | 6,866 | $272.0 萬 | 0.43% | +79+1.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 7,453 | $270.4 萬 | 0.15% | −134−1.8% | 減碼 |
| Umpqua Bank | 7,274 | $270.3 萬 | 0.93% | −40−0.5% | 減碼 |
| Choate Investment Advisors | 7,437 | $269.8 萬 | 0.06% | −714−8.8% | 減碼 |
| Vista Investment Partners II, LLC | 7,435 | $269.7 萬 | 1.59% | +7,435 | 新進 |
| Oarsman Capital, Inc. | 7,413 | $268.9 萬 | 0.47% | +291+4.1% | 加碼 |
| Brighton Jones LLC | 7,409 | $268.8 萬 | 0.08% | +2,519+51.5% | 加碼 |
| Compton Wealth Advisory Group, LLC | 7,326 | $265.7 萬 | 0.69% | −64−0.9% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,324 | $265.7 萬 | 1.50% | −456−5.9% | 減碼 |
| Indiana Trust & Investment Management CO | 7,299 | $264.8 萬 | 0.90% | +725+11.0% | 加碼 |
| Little House Capital LLC | 7,299 | $264.8 萬 | 0.76% | −7−0.1% | 減碼 |
| Fairfield Financial Advisors, LTD | 7,273 | $263.8 萬 | 0.93% | +1,361+23.0% | 加碼 |
| Tyche Wealth Partners LLC | 7,237 | $262.5 萬 | 0.55% | +254+3.6% | 加碼 |
| Trust Investment Advisors | 7,221 | $262.0 萬 | 1.67% | +529+7.9% | 加碼 |
| Rollins Financial Advisors, LLC | 7,198 | $261.1 萬 | 0.41% | +301+4.4% | 加碼 |
| La Banque Postale Asset Management SA | 7,188 | $260.8 萬 | 0.04% | −26,232−78.5% | 減碼 |
| Lake Street Financial LLC | 7,179 | $260.4 萬 | 0.42% | +273+4.0% | 加碼 |
| Arete Wealth Advisors, LLC | 7,147 | $259.8 萬 | 0.19% | +525+7.9% | 加碼 |
| Legacy Bridge, LLC | 7,148 | $259.3 萬 | 1.35% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 7,128 | $258.6 萬 | 0.33% | +7,128 | 新進 |
| Modera Wealth Management, LLC | 7,124 | $258.4 萬 | 0.03% | +182+2.6% | 加碼 |
| G&S Capital LLC | 7,121 | $258.3 萬 | 1.07% | −915−11.4% | 減碼 |
| Sumitomo Life Insurance Co | 7,117 | $258.2 萬 | 0.05% | −149−2.1% | 減碼 |
| Cross Staff Investments Inc | 7,104 | $257.7 萬 | 1.94% | 00.0% | 不變 |
| Wedmont Private Capital | 7,331 | $257.3 萬 | 0.14% | +485+7.1% | 加碼 |
| Heritage Wealth Management, Inc. | 7,075 | $256.7 萬 | 0.85% | −71−1.0% | 減碼 |
| Ellis Investment Partners, LLC | 7,060 | $256.1 萬 | 0.50% | −662−8.6% | 減碼 |
| Forum Financial Management, LP | 7,048 | $255.7 萬 | 0.04% | +895+14.5% | 加碼 |
| Western Wealth Management, LLC | 7,029 | $255.0 萬 | 0.14% | +15+0.2% | 加碼 |
| Franklin Street Advisors Inc | 7,004 | $254.1 萬 | 0.17% | −146−2.0% | 減碼 |
| D L Carlson Investment Group Inc | 6,997 | $253.8 萬 | 0.45% | −85−1.2% | 減碼 |
| Linden Thomas Advisory Services, LLC | 6,988 | $253.5 萬 | 0.32% | +883+14.5% | 加碼 |
| Forefront Wealth Management Inc. | 6,980 | $253.2 萬 | 2.33% | +6,980 | 新進 |
| Argent Advisors, Inc. | 6,979 | $253.2 萬 | 0.94% | −121−1.7% | 減碼 |
| Boston Private Wealth LLC | 6,978 | $253.1 萬 | 0.05% | +6,978 | 新進 |
| Quest Investment Management LLC | 6,968 | $252.8 萬 | 0.29% | 00.0% | 不變 |
| BCM Advisors, LLC | 7,043 | $252.7 萬 | 0.56% | −13−0.2% | 減碼 |
| Mizuho Markets Americas LLC | 6,959 | $252.4 萬 | 0.05% | −9,825−58.5% | 減碼 |
| Court Place Advisors, LLC | 6,911 | $250.7 萬 | 0.81% | −708−9.3% | 減碼 |
| Schear Investment Advisers, LLC | 6,864 | $249.0 萬 | 1.33% | +236+3.6% | 加碼 |
| Slagle Financial, LLC | 6,858 | $248.8 萬 | 1.12% | +260+3.9% | 加碼 |
| Inspire Advisors, LLC | 6,843 | $248.2 萬 | 0.30% | −1,423−17.2% | 減碼 |
| DMKC Advisory Services, LLC | 6,829 | $247.7 萬 | 2.25% | +6,829 | 新進 |
| Staley Capital Advisers Inc | 6,800 | $246.7 萬 | 0.11% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 6,799 | $246.6 萬 | 0.41% | +453+7.1% | 加碼 |
| Hilton Capital Management, LLC | 6,783 | $246.1 萬 | 0.21% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 6,753 | $245.0 萬 | 1.21% | +202+3.1% | 加碼 |
| Stone Point Wealth LLC | 6,752 | $244.9 萬 | 0.82% | +31+0.5% | 加碼 |