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 |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 5,653 | $205.1 萬 | 1.06% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 5,650 | $205.0 萬 | 0.19% | +704+14.2% | 加碼 |
| LGT Group Foundation | 5,650 | $205.0 萬 | 0.03% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 22,535 | $204.6 萬 | 0.35% | +8,178+57.0% | 加碼 |
| Cooper Financial Group | 5,616 | $203.7 萬 | 0.25% | +126+2.3% | 加碼 |
| Clearbridge Investments, LLC | 5,594 | $202.9 萬 | 0.00% | −20.0% | 減碼 |
| Corundum Group, Inc. | 5,592 | $202.9 萬 | 0.76% | +2,314+70.6% | 加碼 |
| IronOak Wealth LLC. | 5,565 | $201.9 萬 | 2.26% | +5,565 | 新進 |
| AdvisorNet Financial, Inc | 5,547 | $201.2 萬 | 0.17% | −571−9.3% | 減碼 |
| Huntleigh Advisors, Inc. | 5,534 | $200.8 萬 | 0.43% | +5,534 | 新進 |
| Advisors Management Group Inc | 5,533 | $200.7 萬 | 0.47% | −59−1.1% | 減碼 |
| Cornerstone Planning, LLC | 5,505 | $199.7 萬 | 0.76% | +5,505 | 新進 |
| Alaethes Wealth LLC | 5,502 | $199.6 萬 | 0.71% | +38+0.7% | 加碼 |
| Connecticut Wealth Management, LLC | 5,455 | $197.9 萬 | 0.10% | −45−0.8% | 減碼 |
| True North Advisors, LLC | 5,455 | $197.9 萬 | 0.47% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 5,442 | $197.4 萬 | 0.02% | −9−0.2% | 減碼 |
| WBH Advisory Inc | 5,421 | $196.7 萬 | 0.18% | −72−1.3% | 減碼 |
| CFM Wealth Partners LLC | 5,409 | $196.2 萬 | 0.33% | −131−2.4% | 減碼 |
| Y.D. More Investments Ltd | 5,400 | $195.9 萬 | 0.18% | −29−0.5% | 減碼 |
| International Assets Investment Management, LLC | 5,441 | $195.8 萬 | 0.16% | −2,131,226−99.7% | 減碼 |
| Nations Financial Group Inc, | 5,366 | $194.7 萬 | 0.14% | −128−2.3% | 減碼 |
| IFG Advisory, LLC | 5,358 | $194.4 萬 | 0.11% | +5,358 | 新進 |
| Garde Capital, Inc. | 5,356 | $194.3 萬 | 0.13% | +335+6.7% | 加碼 |
| Roman Butler Fullerton & Co | 4,915 | $194.1 萬 | 0.62% | +266+5.7% | 加碼 |
| Ingalls & Snyder LLC | 5,345 | $193.9 萬 | 0.08% | +150+2.9% | 加碼 |
| Atlas Brown,Inc. | 5,341 | $193.8 萬 | 0.66% | +6+0.1% | 加碼 |
| Patton Albertson Miller Group, LLC | 5,334 | $193.5 萬 | 0.26% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 5,478 | $192.4 萬 | 0.37% | +364+7.1% | 加碼 |
| Kovack Advisors, Inc. | 5,294 | $192.0 萬 | 0.19% | −705−11.8% | 減碼 |
| Charles Schwab Trust Co | 5,284 | $191.7 萬 | 0.16% | −17−0.3% | 減碼 |
| Eldridge Investment Advisors, Inc. | 5,263 | $190.9 萬 | 0.44% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 5,260 | $190.8 萬 | 0.10% | +1,804+52.2% | 加碼 |
| Meiji Yasuda Life Insurance Co | 5,256 | $190.7 萬 | 0.04% | −637−10.8% | 減碼 |
| LGT Fund Management Co Ltd. | 5,249 | $190.4 萬 | 0.17% | 00.0% | 不變 |
| Ostrum Asset Management | 5,248 | $190.4 萬 | 0.16% | +2,520+92.4% | 加碼 |
| RD Lewis Holdings, Inc. | 5,204 | $189.4 萬 | 2.08% | +5,204 | 新進 |
| Norden Group LLC | 5,213 | $189.1 萬 | 0.21% | +515+11.0% | 加碼 |
| Woodmont Investment Counsel LLC | 5,208 | $188.9 萬 | 0.14% | +2,670+105.2% | 加碼 |
| West Oak Capital, LLC | 5,202 | $188.7 萬 | 0.67% | −65−1.2% | 減碼 |
| Benedict Financial Advisors Inc | 5,193 | $188.4 萬 | 0.46% | −28−0.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 5,190 | $188.3 萬 | 0.14% | −6,293−54.8% | 減碼 |
| Cyndeo Wealth Partners, LLC | 5,169 | $187.5 萬 | 0.13% | +10+0.2% | 加碼 |
| Centiva Capital, LP | 5,163 | $187.3 萬 | 0.07% | −10,215−66.4% | 減碼 |
| Northern Financial Advisors Inc | 5,160 | $187.2 萬 | 1.50% | −26−0.5% | 減碼 |
| IFC Advisors LLC | 5,153 | $186.9 萬 | 0.41% | +5,153 | 新進 |
| Exencial Wealth Advisors, LLC | 5,127 | $186.0 萬 | 0.07% | −13−0.3% | 減碼 |
| Wealth Group, Ltd. | 5,112 | $185.5 萬 | 1.20% | +491+10.6% | 加碼 |
| 1 North Wealth Services LLC | 5,110 | $185.4 萬 | 0.79% | +5,110 | 新進 |
| Garrison Point Advisors, LLC | 5,105 | $185.2 萬 | 0.88% | −45−0.9% | 減碼 |
| Csenge Advisory Group | 5,090 | $184.7 萬 | 0.10% | −751−12.9% | 減碼 |
| Corps Capital Advisors, LLC | 5,046 | $183.0 萬 | 1.86% | +5,046 | 新進 |
| Beacon Investment Advisors LLC | 5,045 | $183.0 萬 | 0.86% | +20+0.4% | 加碼 |
| Evelyn Partners Investment Management LLP | 5,043 | $182.9 萬 | 0.06% | +5,043 | 新進 |
| Sava Infond d.o.o. | 5,040 | $182.8 萬 | 0.32% | +5,040 | 新進 |
| Sunpointe, LLC | 5,029 | $182.4 萬 | 0.92% | +4,176+489.6% | 加碼 |
| Institute for Wealth Management, LLC. | 5,028 | $182.4 萬 | 0.23% | +78+1.6% | 加碼 |
| Capital Investment Advisory Services, LLC | 5,024 | $182.3 萬 | 0.18% | +16+0.3% | 加碼 |
| Wolff Financial Management LLC | 5,002 | $181.5 萬 | 0.50% | −12−0.2% | 減碼 |
| Cigna Investments Inc | 5,002 | $181.4 萬 | 0.32% | −30−0.6% | 減碼 |
| Cladis Investment Advisory, LLC | 5,000 | $181.4 萬 | 1.29% | −300−5.7% | 減碼 |
| Advisory Alpha, LLC | 4,990 | $181.0 萬 | 0.06% | +163+3.4% | 加碼 |
| Guardian Investment Management | 4,987 | $180.9 萬 | 1.31% | −300−5.7% | 減碼 |
| Papp L Roy & Associates | 4,982 | $180.7 萬 | 0.21% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 4,977 | $180.5 萬 | 0.19% | −2,133−30.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 4,961 | $180.0 萬 | 0.09% | −142−2.8% | 減碼 |
| Milestone Asset Management, LLC | 4,960 | $179.9 萬 | 0.40% | +1,456+41.6% | 加碼 |
| Opes Wealth Management LLC | 4,956 | $179.8 萬 | 0.37% | −25−0.5% | 減碼 |
| Rockland Trust Co | 4,950 | $179.6 萬 | 0.09% | +310+6.7% | 加碼 |
| Applied Finance Capital Management, LLC | 4,942 | $179.3 萬 | 0.08% | −255−4.9% | 減碼 |
| Hohimer Wealth Management, LLC | 4,942 | $179.3 萬 | 0.34% | +179+3.8% | 加碼 |
| Princeton Capital Management LLC | 4,939 | $179.2 萬 | 0.55% | −65−1.3% | 減碼 |
| High Falls Advisors, Inc | 4,915 | $178.3 萬 | 0.41% | +63+1.3% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 4,913 | $178.2 萬 | 0.69% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 4,909 | $178.1 萬 | 0.48% | −24−0.5% | 減碼 |
| Moody National Bank Trust Division | 4,904 | $177.9 萬 | 0.19% | −297−5.7% | 減碼 |
| Pinnacle West Asset Management, Inc. | 4,895 | $177.6 萬 | 1.27% | −5−0.1% | 減碼 |
| Stenger Family Office, LLC | 4,876 | $176.9 萬 | 0.60% | +4,876 | 新進 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,866 | $176.6 萬 | 0.70% | −110−2.2% | 減碼 |
| Diamant Asset Management, Inc. | 4,858 | $176.2 萬 | 1.13% | 00.0% | 不變 |
| Harbor Group, Inc. | 4,856 | $176.2 萬 | 0.40% | −100−2.0% | 減碼 |
| Smartleaf Asset Management LLC | 4,847 | $176.0 萬 | 0.18% | +988+25.6% | 加碼 |
| CFC Planning Co LLC | 4,841 | $175.6 萬 | 1.88% | +4,841 | 新進 |
| Main Street Financial Solutions, LLC | 4,836 | $175.4 萬 | 0.17% | −3,488−41.9% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 4,803 | $174.7 萬 | 0.05% | +3,192+198.1% | 加碼 |
| BankPlus Trust Department | 4,813 | $174.6 萬 | 0.57% | +4,813 | 新進 |
| Woodard & Co Asset Management Group Inc | 4,812 | $174.5 萬 | 0.38% | +186+4.0% | 加碼 |
| RMB Capital Management, LLC | 4,804 | $174.3 萬 | 0.04% | −493−9.3% | 減碼 |
| Nwam LLC | 4,804 | $174.3 萬 | 0.11% | +20.0% | 加碼 |
| Diligent Investors, LLC | 4,800 | $174.1 萬 | 0.40% | −99−2.0% | 減碼 |
| Schechter Investment Advisors, LLC | 4,789 | $173.7 萬 | 0.13% | −132−2.7% | 減碼 |
| Clarius Group, LLC | 4,778 | $173.3 萬 | 0.12% | +287+6.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,731 | $171.6 萬 | 0.22% | −504−9.6% | 減碼 |
| Wrapmanager Inc | 4,723 | $171.4 萬 | 0.44% | +212+4.7% | 加碼 |
| Mirabaud & Cie SA | 4,706 | $170.7 萬 | 0.55% | +153+3.4% | 加碼 |
| Douglas Lane & Associates, LLC | 4,697 | $170.4 萬 | 0.02% | −135−2.8% | 減碼 |
| Ossiam | 4,688 | $170.1 萬 | 0.03% | +4,308+1,133.7% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,685 | $169.9 萬 | 0.73% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 4,664 | $169.2 萬 | 0.32% | +41+0.9% | 加碼 |
| Inman Jager Wealth Management, LLC | 4,660 | $169.0 萬 | 1.32% | +4,660 | 新進 |
| Donaldson Capital Management, LLC | 4,646 | $168.5 萬 | 0.06% | −23−0.5% | 減碼 |