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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 4,645 | $168.5 萬 | 0.08% | +224+5.1% | 加碼 |
| Cornerstone Wealth Group, LLC | 4,604 | $167.0 萬 | 0.14% | +85+1.9% | 加碼 |
| Flaharty Asset Management, LLC | 4,597 | $166.8 萬 | 0.24% | −40−0.9% | 減碼 |
| Kerusso Capital Management LLC | 4,595 | $166.7 萬 | 1.06% | +10+0.2% | 加碼 |
| Canopy Partners, LLC | 4,581 | $166.2 萬 | 0.63% | +2,096+84.3% | 加碼 |
| WMS Partners, LLC | 4,578 | $166.1 萬 | 0.09% | +1,476+47.6% | 加碼 |
| Farmers Trust Co | 4,576 | $166.0 萬 | 0.31% | −60−1.3% | 減碼 |
| Colonial Trust Co | 4,570 | $165.8 萬 | 0.25% | +1,334+41.2% | 加碼 |
| Portside Wealth Group, LLC | 4,554 | $165.2 萬 | 0.27% | +743+19.5% | 加碼 |
| City State Bank | 4,550 | $165.1 萬 | 0.58% | +614+15.6% | 加碼 |
| Emprise Bank | 4,545 | $164.9 萬 | 0.93% | −168−3.6% | 減碼 |
| Betterment LLC | 4,528 | $164.3 萬 | 0.00% | −11−0.2% | 減碼 |
| Venturi Wealth Management, LLC | 4,517 | $163.9 萬 | 0.08% | +620+15.9% | 加碼 |
| Westhampton Capital, LLC | 4,510 | $163.6 萬 | 0.84% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 4,510 | $163.6 萬 | 0.15% | +106+2.4% | 加碼 |
| SOL Capital Management CO | 4,507 | $163.5 萬 | 0.18% | −510−10.2% | 減碼 |
| Evergreen Capital Management LLC | 4,468 | $162.1 萬 | 0.05% | +391+9.6% | 加碼 |
| Norway Savings Bank | 4,463 | $161.9 萬 | 0.90% | −14−0.3% | 減碼 |
| RKL Wealth Management LLC | 4,460 | $161.8 萬 | 0.14% | +2,903+186.4% | 加碼 |
| Charter Research & Investment Group, Inc. | 4,450 | $161.4 萬 | 1.23% | 00.0% | 不變 |
| Guerra Pan Advisors, LLC | 4,447 | $161.3 萬 | 1.17% | +156+3.6% | 加碼 |
| RS Crum Inc. | 4,430 | $160.7 萬 | 0.40% | 00.0% | 不變 |
| Larson Financial Group LLC | 4,430 | $160.7 萬 | 0.08% | +97+2.2% | 加碼 |
| Journey Advisory Group, LLC | 4,806 | $160.1 萬 | 0.19% | 00.0% | 不變 |
| Univest Financial Corp | 4,398 | $159.5 萬 | 0.10% | −137−3.0% | 減碼 |
| Newbridge Financial Services Group, Inc. | 4,391 | $159.3 萬 | 0.41% | +528+13.7% | 加碼 |
| Am Investment Strategies LLC | 4,384 | $159.0 萬 | 0.39% | 00.0% | 不變 |
| Blue Chip Partners, Inc. | 4,382 | $158.9 萬 | 0.14% | −11−0.3% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,373 | $158.6 萬 | 0.52% | +27+0.6% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $158.6 萬 | 0.04% | 00.0% | 不變 |
| Oak Harvest Investment Services | 4,355 | $158.0 萬 | 0.22% | +115+2.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 4,352 | $157.9 萬 | 0.08% | −616−12.4% | 減碼 |
| Confluence Wealth Services, Inc. | 3,883 | $157.8 萬 | 0.10% | −156−3.9% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,338 | $157.7 萬 | 0.22% | +1,000+30.0% | 加碼 |
| Signal Advisors Wealth, LLC | 4,334 | $157.2 萬 | 0.18% | −177−3.9% | 減碼 |
| Courier Capital LLC | 4,334 | $157.2 萬 | 0.11% | −768−15.1% | 減碼 |
| Amarillo National Bank | 4,334 | $157.2 萬 | 0.29% | 00.0% | 不變 |
| First Manhattan Co | 4,328 | $157.0 萬 | 0.00% | +164+3.9% | 加碼 |
| Widmann Financial Services, Inc. | 4,326 | $156.9 萬 | 1.21% | −95−2.1% | 減碼 |
| Eqis Capital Management, Inc. | 4,312 | $156.4 萬 | 0.13% | +401+10.3% | 加碼 |
| XML Financial, LLC | 4,301 | $156.0 萬 | 0.14% | +307+7.7% | 加碼 |
| Sit Investment Associates Inc | 4,300 | $156.0 萬 | 0.04% | 00.0% | 不變 |
| Washington Trust Co | 4,295 | $155.8 萬 | 0.06% | −5−0.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,294 | $155.8 萬 | 0.09% | +458+11.9% | 加碼 |
| Cobblestone Capital Advisors LLC | 4,286 | $155.5 萬 | 0.08% | 00.0% | 不變 |
| Optimum Investment Advisors | 4,283 | $155.4 萬 | 0.69% | −125−2.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 4,272 | $155.0 萬 | 0.01% | +700+19.6% | 加碼 |
| Wilkins Investment Counsel Inc | 4,270 | $154.9 萬 | 0.22% | +1,150+36.9% | 加碼 |
| Strategic Investment Advisors | 4,264 | $154.7 萬 | 0.16% | −157−3.6% | 減碼 |
| Motiv8 Investments LLC | 4,262 | $154.6 萬 | 1.08% | −437−9.3% | 減碼 |
| Affinity Investment Advisors, LLC | 4,253 | $154.3 萬 | 1.29% | −2,274−34.8% | 減碼 |
| Cardiff Park Advisors, LLC | 4,250 | $154.2 萬 | 0.15% | +14+0.3% | 加碼 |
| Allen Capital Group, LLC | 4,247 | $154.1 萬 | 0.19% | +26+0.6% | 加碼 |
| Westover Capital Advisors, LLC | 4,246 | $154.0 萬 | 0.34% | 00.0% | 不變 |
| Myriad Asset Management US LP | 4,243 | $153.9 萬 | 1.03% | +4,243 | 新進 |
| Midland Wealth Advisors LLC | 4,240 | $153.8 萬 | 0.09% | −5,625−57.0% | 減碼 |
| Wealthspan Partners, LLC | 4,236 | $153.7 萬 | 0.73% | −10.0% | 減碼 |
| Werlinich Asset Management, LLC | 4,217 | $153.1 萬 | 0.89% | 00.0% | 不變 |
| Sterling Capital Management LLC | 4,216 | $152.9 萬 | 0.02% | −12,835−75.3% | 減碼 |
| Fiducient Advisors LLC | 4,216 | $152.9 萬 | 0.19% | +4,216 | 新進 |
| Solstein Capital, LLC | 4,214 | $152.9 萬 | 0.85% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 4,200 | $152.4 萬 | 0.36% | +11+0.3% | 加碼 |
| Aureus Asset Management, LLC | 4,178 | $151.6 萬 | 0.10% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 4,166 | $151.1 萬 | 0.62% | +10+0.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 4,164 | $151.1 萬 | 0.15% | −244−5.5% | 減碼 |
| BBR Partners, LLC | 4,162 | $151.0 萬 | 0.11% | +30+0.7% | 加碼 |
| Wealth Architects, LLC | 4,139 | $150.1 萬 | 0.17% | +628+17.9% | 加碼 |
| Byrne Asset Management LLC | 4,135 | $150.0 萬 | 1.07% | −34−0.8% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 4,132 | $149.9 萬 | 0.32% | −99−2.3% | 減碼 |
| Lantz Financial LLC | 4,121 | $149.5 萬 | 0.40% | −93−2.2% | 減碼 |
| Birch Hill Investment Advisors LLC | 4,119 | $149.4 萬 | 0.07% | +75+1.9% | 加碼 |
| Mainstay Capital Management LLC | 4,116 | $149.3 萬 | 0.23% | +189+4.8% | 加碼 |
| Retirement Guys Formula LLC | 4,108 | $149.0 萬 | 0.75% | +50+1.2% | 加碼 |
| Smithfield Trust Co | 4,112 | $148.9 萬 | 0.07% | 00.0% | 不變 |
| Hardy Reed LLC | 4,093 | $148.5 萬 | 0.13% | 00.0% | 不變 |
| Tower Bridge Advisors | 4,093 | $148.5 萬 | 0.16% | +38+0.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 4,090 | $148.4 萬 | 0.12% | −6,322−60.7% | 減碼 |
| Cornercap Investment Counsel Inc | 4,089 | $148.3 萬 | 0.48% | −381−8.5% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,082 | $148.1 萬 | 0.10% | +179+4.6% | 加碼 |
| First Citizens Bank & Trust Co | 4,061 | $147.3 萬 | 0.03% | −288−6.6% | 減碼 |
| Crawford Investment Counsel Inc | 4,044 | $146.7 萬 | 0.03% | −531−11.6% | 減碼 |
| Savvy Advisors, Inc. | 4,040 | $146.6 萬 | 0.18% | −64−1.6% | 減碼 |
| Evernest Financial Advisors, LLC | 4,034 | $146.3 萬 | 0.38% | +305+8.2% | 加碼 |
| ZWJ Investment Counsel Inc | 4,034 | $146.3 萬 | 0.06% | +7+0.2% | 加碼 |
| CoreCap Advisors, LLC | 4,021 | $145.9 萬 | 0.07% | −369−8.4% | 減碼 |
| Security National Bank | 4,014 | $145.6 萬 | 0.21% | +31+0.8% | 加碼 |
| Everhart Financial Group, Inc. | 4,012 | $145.5 萬 | 0.30% | +156+4.0% | 加碼 |
| Spreng Capital Management, Inc. | 4,010 | $145.5 萬 | 0.63% | −31−0.8% | 減碼 |
| Viking Fund Management LLC | 4,000 | $145.1 萬 | 0.23% | 00.0% | 不變 |
| Delta Investment Management, LLC | 3,999 | $145.1 萬 | 0.28% | +10.0% | 加碼 |
| IVC Wealth Advisors LLC | 3,985 | $144.6 萬 | 0.81% | −381−8.7% | 減碼 |
| Legacy Capital Group California, Inc. | 3,981 | $144.4 萬 | 0.44% | −1,312−24.8% | 減碼 |
| Allen Wealth Management, LLC | 3,980 | $144.4 萬 | 1.03% | −740−15.7% | 減碼 |
| Pitcairn Co | 3,977 | $144.3 萬 | 0.09% | +16+0.4% | 加碼 |
| Xcel Wealth Management, LLC | 3,970 | $144.0 萬 | 0.40% | +10.0% | 加碼 |
| K.J. Harrison & Partners Inc | 4,000 | $143.9 萬 | 0.23% | 00.0% | 不變 |
| Chilton Capital Management LLC | 3,966 | $143.9 萬 | 0.06% | −678−14.6% | 減碼 |
| Counterweight Ventures, LLC | 3,966 | $143.9 萬 | 1.02% | +34+0.9% | 加碼 |
| Hilltop Holdings Inc. | 3,964 | $143.8 萬 | 0.09% | −18−0.5% | 減碼 |
| Advisor OS, LLC | 3,962 | $143.7 萬 | 0.17% | +494+14.2% | 加碼 |