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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 6,745 | $244.7 萬 | 0.30% | +123+1.9% | 加碼 |
| RFG Advisory, LLC | 6,739 | $244.5 萬 | 0.07% | +232+3.6% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 6,735 | $244.3 萬 | 1.07% | −573−7.8% | 減碼 |
| Capital & Planning, LLC | 6,724 | $244.0 萬 | 1.78% | +6,724 | 新進 |
| TKG Advisors, LLC | 5,982 | $243.8 萬 | 1.12% | −322−5.1% | 減碼 |
| Ar Asset Management Inc | 6,700 | $243.0 萬 | 0.55% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 6,674 | $242.1 萬 | 0.17% | −20.0% | 減碼 |
| Triangle Securities Wealth Management | 6,668 | $241.9 萬 | 0.62% | −309−4.4% | 減碼 |
| Walleye Capital LLC | 6,665 | $241.8 萬 | 0.02% | +6,553+5,850.9% | 加碼 |
| Redmond Asset Management, LLC | 6,661 | $241.6 萬 | 0.60% | +6,661 | 新進 |
| Valley National Advisers Inc | 6,650 | $241.1 萬 | 0.43% | +65+1.0% | 加碼 |
| Occudo Quantitative Strategies LP | 6,626 | $240.4 萬 | 0.43% | +6,626 | 新進 |
| Vivid Wealth Management, LLC | 6,608 | $239.7 萬 | 1.21% | +90+1.4% | 加碼 |
| AMG National Trust Bank | 6,606 | $239.7 萬 | 0.07% | +13+0.2% | 加碼 |
| Fairhaven Wealth Management, LLC | 6,580 | $238.7 萬 | 0.75% | +131+2.0% | 加碼 |
| Harbour Investments, Inc. | 6,559 | $238.0 萬 | 0.07% | +11+0.2% | 加碼 |
| Fort Point Capital Partners LLC | 6,553 | $237.7 萬 | 0.27% | −484−6.9% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 6,526 | $236.7 萬 | 1.11% | −195−2.9% | 減碼 |
| Proequities, Inc. | 5,921 | $236.2 萬 | 0.13% | +117+2.0% | 加碼 |
| 44 Wealth Management LLC | 6,508 | $236.1 萬 | 0.91% | −526−7.5% | 減碼 |
| Sargent Investment Group, LLC | 6,512 | $236.1 萬 | 0.39% | +483+8.0% | 加碼 |
| Spectrum Wealth Counsel, LLC | 6,507 | $236.0 萬 | 0.28% | +6,407+6,407.0% | 加碼 |
| Axq Capital, LP | 6,501 | $235.8 萬 | 1.06% | +4,412+211.2% | 加碼 |
| Greenfield Savings Bank | 6,489 | $235.4 萬 | 1.13% | −55−0.8% | 減碼 |
| Cookson Peirce & Co Inc | 6,474 | $234.9 萬 | 0.11% | +871+15.5% | 加碼 |
| Massachusetts Wealth Management | 6,457 | $234.2 萬 | 1.45% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 6,442 | $233.7 萬 | 1.15% | +309+5.0% | 加碼 |
| Arkadios Wealth Advisors | 6,434 | $233.4 萬 | 0.13% | −237−3.6% | 減碼 |
| Pinnacle Wealth Management, LLC | 6,425 | $233.1 萬 | 2.59% | −87−1.3% | 減碼 |
| Old Mission Investment Co LLC | 6,425 | $233.1 萬 | 0.69% | +904+16.4% | 加碼 |
| Garrett Investment Advisors LLC | 6,415 | $232.7 萬 | 0.23% | −892−12.2% | 減碼 |
| Insight Wealth Strategies, LLC | 6,412 | $232.6 萬 | 0.31% | +163+2.6% | 加碼 |
| NewEdge Wealth, LLC | 6,412 | $232.6 萬 | 0.04% | +1,305+25.6% | 加碼 |
| SevenBridge Financial Group, LLC | 6,404 | $232.0 萬 | 0.44% | +1,132+21.5% | 加碼 |
| Great Lakes Retirement, Inc. | 6,363 | $230.8 萬 | 0.30% | +116+1.9% | 加碼 |
| Mfg Wealth Management, Inc. | 6,363 | $230.8 萬 | 2.11% | +6,363 | 新進 |
| Thompson Siegel & Walmsley LLC | 6,327 | $229.5 萬 | 0.04% | −17−0.3% | 減碼 |
| Resources Management Corp | 6,325 | $229.4 萬 | 0.31% | −269−4.1% | 減碼 |
| Coastline Trust Co | 6,287 | $228.1 萬 | 0.27% | −89−1.4% | 減碼 |
| Good Life Advisors, LLC | 6,279 | $227.8 萬 | 0.17% | −6,829−52.1% | 減碼 |
| Clark Capital Management Group, Inc. | 6,269 | $227.4 萬 | 0.02% | +326+5.5% | 加碼 |
| FLC Capital Advisors | 6,267 | $227.3 萬 | 0.52% | −1,030−14.1% | 減碼 |
| Avantax Planning Partners, Inc. | 6,267 | $227.3 萬 | 0.08% | −235−3.6% | 減碼 |
| River Wealth Advisors LLC | 6,253 | $226.8 萬 | 0.30% | −50−0.8% | 減碼 |
| Wolverine Asset Management LLC | 6,249 | $226.7 萬 | 0.04% | +5,969+2,131.8% | 加碼 |
| JT Stratford LLC | 6,244 | $226.5 萬 | 0.37% | −2,230−26.3% | 減碼 |
| Ramirez Asset Management, Inc. | 6,238 | $226.3 萬 | 0.46% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 6,212 | $225.3 萬 | 0.20% | +25+0.4% | 加碼 |
| Haverford Trust Co | 6,172 | $223.9 萬 | 0.02% | −38−0.6% | 減碼 |
| Checchi Capital Advisers, LLC | 6,162 | $223.5 萬 | 0.17% | +45+0.7% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 6,156 | $223.3 萬 | 1.58% | −125−2.0% | 減碼 |
| Perkins Coie Trust Co | 6,153 | $223.2 萬 | 0.49% | −208−3.3% | 減碼 |
| Ignite Planners, LLC | 6,123 | $222.8 萬 | 0.49% | −1,094−15.2% | 減碼 |
| Martingale Asset Management L P | 6,133 | $222.5 萬 | 0.05% | −2,430−28.4% | 減碼 |
| Essex Savings Bank | 6,129 | $222.3 萬 | 0.55% | −115−1.8% | 減碼 |
| Bragg Financial Advisors, Inc | 6,122 | $222.1 萬 | 0.09% | +289+5.0% | 加碼 |
| Oak Asset Management, LLC | 6,120 | $222.0 萬 | 0.82% | −25−0.4% | 減碼 |
| Cascade Investment Advisors, Inc. | 6,115 | $221.8 萬 | 1.42% | −300−4.7% | 減碼 |
| WealthPlan Investment Management, LLC | 6,100 | $221.3 萬 | 0.22% | −41−0.7% | 減碼 |
| Aaron Wealth Advisors | 6,096 | $221.2 萬 | 0.26% | +375+6.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 6,092 | $221.0 萬 | 0.03% | 00.0% | 不變 |
| Concord Asset Management, LLC | 6,089 | $220.9 萬 | 0.49% | −270−4.2% | 減碼 |
| Gen-Wealth Partners Inc | 6,089 | $220.9 萬 | 0.95% | −12−0.2% | 減碼 |
| Vantage Point Financial LLC | 6,072 | $220.3 萬 | 1.19% | +6,072 | 新進 |
| MONECO Advisors, LLC | 6,068 | $220.1 萬 | 0.23% | +1,509+33.1% | 加碼 |
| Kentucky Trust Co | 6,053 | $219.6 萬 | 1.29% | +6,053 | 新進 |
| Syon Capital LLC | 6,053 | $219.6 萬 | 0.20% | −149−2.4% | 減碼 |
| Biltmore Family Office, LLC | 6,040 | $219.1 萬 | 0.37% | −75−1.2% | 減碼 |
| Osborne Partners Capital Management, LLC | 6,040 | $219.1 萬 | 0.13% | 00.0% | 不變 |
| Camden Capital, LLC | 6,036 | $219.0 萬 | 0.24% | +2,410+66.5% | 加碼 |
| Trust Point Inc. | 6,033 | $218.9 萬 | 0.15% | +816+15.6% | 加碼 |
| Crown Oak Advisors, LLC | 6,000 | $217.7 萬 | 1.12% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 5,981 | $217.0 萬 | 0.30% | +81+1.4% | 加碼 |
| Keudell/Morrison Wealth Management | 5,973 | $216.7 萬 | 0.56% | +10.0% | 加碼 |
| Parkside Financial Bank & Trust | 5,972 | $216.6 萬 | 0.29% | +144+2.5% | 加碼 |
| Leonteq Securities AG | 5,951 | $215.9 萬 | 0.21% | +4,546+323.6% | 加碼 |
| Bridgeway Capital Management, LLC | 5,940 | $215.5 萬 | 0.05% | 00.0% | 不變 |
| Greater Midwest Financial Group, LLC | 5,935 | $215.3 萬 | 1.36% | +515+9.5% | 加碼 |
| Eagle Rock Investment Company, LLC | 5,925 | $214.9 萬 | 0.36% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 5,921 | $214.8 萬 | 0.47% | +10+0.2% | 加碼 |
| Eisler Capital Management Ltd. | 5,972 | $214.8 萬 | 0.07% | +5,972 | 新進 |
| CNB Bank | 5,921 | $214.8 萬 | 1.00% | +134+2.3% | 加碼 |
| Westwood Holdings Group Inc. | 5,903 | $214.1 萬 | 0.02% | +57+1.0% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 5,899 | $214.0 萬 | 1.49% | +67+1.1% | 加碼 |
| Shepherd Financial Partners LLC | 5,894 | $213.8 萬 | 0.26% | +110+1.9% | 加碼 |
| Bahl & Gaynor Inc | 5,880 | $213.3 萬 | 0.01% | +73+1.3% | 加碼 |
| PFG Investments, LLC | 5,879 | $213.3 萬 | 0.13% | +611+11.6% | 加碼 |
| First National Bank Sioux Falls | 5,851 | $212.3 萬 | 0.90% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 5,828 | $211.4 萬 | 0.47% | −1,553−21.0% | 減碼 |
| Watershed Private Wealth LLC | 5,825 | $211.3 萬 | 0.82% | −122−2.1% | 減碼 |
| Intellectus Partners, LLC | 5,810 | $210.8 萬 | 0.47% | +90+1.6% | 加碼 |
| Cottage Street Advisors LLC | 5,797 | $210.3 萬 | 1.10% | +55+1.0% | 加碼 |
| WD Rutherford LLC | 5,795 | $210.2 萬 | 1.00% | −57−1.0% | 減碼 |
| Hager Investment Management Services, LLC | 5,787 | $209.9 萬 | 1.31% | +5,787 | 新進 |
| Bridges Investment Management Inc | 5,770 | $209.3 萬 | 0.03% | −111−1.9% | 減碼 |
| Victrix Investment Advisors | 5,761 | $209.0 萬 | 1.51% | +5,761 | 新進 |
| Camarda Financial Advisors, LLC | 5,746 | $208.4 萬 | 0.78% | +5,746 | 新進 |
| ARS Wealth Advisors Group, LLC | 5,740 | $208.2 萬 | 0.29% | +8+0.1% | 加碼 |
| Investment House LLC | 5,733 | $208.0 萬 | 0.11% | −50−0.9% | 減碼 |
| Strategic Advisors LLC | 5,724 | $207.6 萬 | 0.38% | +730+14.6% | 加碼 |