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 |
|---|---|---|---|---|---|
| Everett Harris & Co | 3,957 | $143.5 萬 | 0.02% | +152+4.0% | 加碼 |
| Berkshire Asset Management LLC | 3,513 | $143.2 萬 | 0.07% | −50−1.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,946 | $143.1 萬 | 0.21% | −18−0.5% | 減碼 |
| CRA Financial Services, LLC | 3,940 | $142.9 萬 | 0.25% | −328−7.7% | 減碼 |
| Granite Investment Partners, LLC | 3,929 | $142.5 萬 | 0.06% | 00.0% | 不變 |
| Patten & Patten Inc | 3,924 | $142.3 萬 | 0.09% | +100+2.6% | 加碼 |
| Fire Capital Management LLC | 3,921 | $142.2 萬 | 1.06% | +3,921 | 新進 |
| Elevate Wealth Advisory, Inc | 3,913 | $141.9 萬 | 1.06% | −36−0.9% | 減碼 |
| InTrack Investment Management Inc | 3,808 | $141.5 萬 | 0.99% | +1,502+65.1% | 加碼 |
| Bank & Trust Co | 3,900 | $141.5 萬 | 1.19% | −5−0.1% | 減碼 |
| Berger Financial Group, Inc | 3,891 | $141.1 萬 | 0.10% | +43+1.1% | 加碼 |
| Fort Sheridan Advisors LLC | 3,886 | $141.0 萬 | 0.21% | −200−4.9% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 3,867 | $140.3 萬 | 0.32% | +104+2.8% | 加碼 |
| Cim Investment Mangement Inc | 3,841 | $139.3 萬 | 0.41% | −7−0.2% | 減碼 |
| LRI Investments, LLC | 3,841 | $139.3 萬 | 0.13% | −10−0.3% | 減碼 |
| Davis R M Inc | 3,838 | $139.2 萬 | 0.03% | +237+6.6% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,836 | $139.2 萬 | 0.11% | +118+3.2% | 加碼 |
| ZEGA Investments, LLC | 3,411 | $139.0 萬 | 0.41% | +3,411 | 新進 |
| Montis Financial, LLC | 3,818 | $138.5 萬 | 0.43% | +421+12.4% | 加碼 |
| Rossmore Private Capital | 3,816 | $138.4 萬 | 0.17% | +695+22.3% | 加碼 |
| 180 Wealth Advisors, LLC | 3,808 | $138.1 萬 | 0.22% | +35+0.9% | 加碼 |
| Beech Hill Advisors, Inc. | 3,800 | $137.8 萬 | 0.52% | −450−10.6% | 減碼 |
| HCR Wealth Advisors | 3,793 | $137.6 萬 | 0.17% | 00.0% | 不變 |
| World Equity Group, Inc. | 3,793 | $137.6 萬 | 0.29% | −322−7.8% | 減碼 |
| Bullock Wealth Management Group | 3,792 | $137.5 萬 | 0.80% | +48+1.3% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 3,780 | $137.1 萬 | 0.92% | 00.0% | 不變 |
| Copley Financial Group, Inc. | 3,777 | $137.0 萬 | 1.05% | +1,732+84.7% | 加碼 |
| Roxbury Financial LLC | 3,346 | $135.9 萬 | 1.31% | +3,346 | 新進 |
| Patrick M Sweeney & Associates, Inc | 3,744 | $135.8 萬 | 1.02% | −15−0.4% | 減碼 |
| David Loasby | 3,867 | $135.7 萬 | 0.12% | −25−0.6% | 減碼 |
| AA Financial Advisors, LLC | 3,740 | $135.7 萬 | 0.36% | +144+4.0% | 加碼 |
| SNS Financial Group, LLC | 3,727 | $135.2 萬 | 0.14% | +10.0% | 加碼 |
| Burford Brothers, Inc. | 3,713 | $134.7 萬 | 0.66% | +18+0.5% | 加碼 |
| Sunbelt Securities, Inc. | 3,708 | $134.6 萬 | 0.12% | +42+1.1% | 加碼 |
| First Citizens Financial Corp | 3,701 | $134.3 萬 | 0.73% | −58−1.5% | 減碼 |
| Missouri Trust & Investment Co | 3,689 | $133.8 萬 | 0.47% | 00.0% | 不變 |
| Cypress Capital Group | 3,684 | $133.6 萬 | 0.16% | −889−19.4% | 減碼 |
| Probity Advisors, Inc. | 3,679 | $133.5 萬 | 0.26% | −491−11.8% | 減碼 |
| Journey Strategic Wealth LLC | 3,667 | $133.0 萬 | 0.05% | −115−3.0% | 減碼 |
| Souders Financial Advisors | 3,667 | $133.0 萬 | 0.19% | −238−6.1% | 減碼 |
| Loomis Sayles & Co L P | 3,665 | $133.0 萬 | 0.00% | −189−4.9% | 減碼 |
| Quad-Cities Investment Group, LLC | 3,665 | $133.0 萬 | 0.65% | +2+0.1% | 加碼 |
| Texas Yale Capital Corp. | 3,664 | $132.9 萬 | 0.05% | +145+4.1% | 加碼 |
| Gateway Wealth Partners, LLC | 3,662 | $132.8 萬 | 0.34% | −144−3.8% | 減碼 |
| Founders Financial Securities LLC | 3,660 | $132.8 萬 | 0.12% | +64+1.8% | 加碼 |
| Magnus Financial Group LLC | 3,652 | $132.5 萬 | 0.13% | +496+15.7% | 加碼 |
| Cherokee Insurance Co | 3,650 | $132.4 萬 | 0.60% | +3,650 | 新進 |
| Silverlake Wealth Management LLC | 3,643 | $132.2 萬 | 0.51% | −96−2.6% | 減碼 |
| Circle Wealth Management, LLC | 3,641 | $132.1 萬 | 0.03% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,640 | $132.0 萬 | 0.17% | 00.0% | 不變 |
| PFC Capital Group, Inc. | 3,635 | $131.8 萬 | 0.64% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 3,632 | $131.8 萬 | 0.15% | −40−1.1% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 3,627 | $131.6 萬 | 0.22% | −19−0.5% | 減碼 |
| Transcend Wealth Collective, LLC | 3,627 | $131.6 萬 | 0.09% | +258+7.7% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 3,626 | $131.5 萬 | 0.69% | +3,626 | 新進 |
| Southeast Asset Advisors Inc. | 3,622 | $131.4 萬 | 0.16% | −530−12.8% | 減碼 |
| Belpointe Asset Management LLC | 3,682 | $131.1 萬 | 0.08% | +688+23.0% | 加碼 |
| Rehmann Capital Advisory Group | 3,613 | $131.1 萬 | 0.08% | −78−2.1% | 減碼 |
| Golden State Equity Partners | 3,611 | $131.0 萬 | 0.25% | −757−17.3% | 減碼 |
| Promethium Advisors,llc | 3,606 | $130.8 萬 | 0.90% | −25−0.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,602 | $130.7 萬 | 0.00% | −70−1.9% | 減碼 |
| Paradigm Asset Management Co LLC | 3,600 | $130.6 萬 | 0.36% | +300+9.1% | 加碼 |
| SBI Securities Co., Ltd. | 3,595 | $130.4 萬 | 0.04% | +3,595 | 新進 |
| Gilbert & Cook, Inc. | 3,590 | $130.2 萬 | 0.18% | +18+0.5% | 加碼 |
| Thomasville National Bank | 3,587 | $130.1 萬 | 0.09% | −3−0.1% | 減碼 |
| Clark & Stuart, Inc | 3,584 | $130.0 萬 | 0.95% | +3,584 | 新進 |
| Live Oak Private Wealth LLC | 3,555 | $129.0 萬 | 0.22% | −76−2.1% | 減碼 |
| Astoria Portfolio Advisors LLC. | 3,468 | $128.9 萬 | 0.46% | +402+13.1% | 加碼 |
| Avestar Capital, LLC | 3,551 | $128.8 萬 | 0.12% | +337+10.5% | 加碼 |
| Boston Research & Management Inc | 3,542 | $128.5 萬 | 0.31% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 3,534 | $128.2 萬 | 0.08% | −11−0.3% | 減碼 |
| Perfromance Wealth Partners, LLC | 3,526 | $127.9 萬 | 0.04% | −21−0.6% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,525 | $127.9 萬 | 0.47% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 3,443 | $127.9 萬 | 0.59% | +3,443 | 新進 |
| Pathway Financial Advisors LLC | 3,523 | $127.8 萬 | 0.29% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 3,512 | $127.4 萬 | 0.05% | +167+5.0% | 加碼 |
| Monticello Wealth Management, LLC | 3,511 | $127.4 萬 | 0.11% | +2+0.1% | 加碼 |
| Ci Investments Inc. | 3,504 | $127.1 萬 | 0.00% | +1,519+76.5% | 加碼 |
| Sequent Asset Management, LLC | 3,498 | $126.9 萬 | 0.62% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 3,480 | $126.2 萬 | 0.32% | −100−2.8% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 3,480 | $126.2 萬 | 0.07% | −72−2.0% | 減碼 |
| Vanguard Capital Wealth Advisors | 3,470 | $125.9 萬 | 1.37% | +4+0.1% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,460 | $125.8 萬 | 0.56% | +300+9.5% | 加碼 |
| Savoie Capital LLC | 3,465 | $125.7 萬 | 0.15% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 3,484 | $125.4 萬 | 0.40% | −101−2.8% | 減碼 |
| Lantern Wealth Advisors, LLC | 3,430 | $124.4 萬 | 0.81% | +21+0.6% | 加碼 |
| NVWM, LLC | 3,429 | $124.4 萬 | 0.31% | +682+24.8% | 加碼 |
| Investment Partners, Ltd. | 3,425 | $124.2 萬 | 0.51% | +3+0.1% | 加碼 |
| Fulton Bank, N.A. | 3,414 | $123.8 萬 | 0.05% | +1,653+93.9% | 加碼 |
| Edge Capital Group, LLC | 3,410 | $123.7 萬 | 0.06% | +186+5.8% | 加碼 |
| Security Financial Services, INC. | 3,408 | $123.6 萬 | 0.25% | +74+2.2% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 3,407 | $123.6 萬 | 0.14% | −121−3.4% | 減碼 |
| Bath Savings Trust Co | 3,402 | $123.4 萬 | 0.13% | +53+1.6% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,400 | $123.3 萬 | 0.05% | +3,400 | 新進 |
| Total Investment Management Inc | 3,395 | $123.1 萬 | 0.17% | +1,332+64.6% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 3,378 | $122.5 萬 | 0.54% | +13+0.4% | 加碼 |
| Allegheny Financial Group LTD | 3,375 | $122.5 萬 | 0.32% | −39−1.1% | 減碼 |
| Alexis Investment Partners, LLC | 3,370 | $122.3 萬 | 0.60% | +3,370 | 新進 |
| Fundamentun, LLC | 3,361 | $121.9 萬 | 0.07% | −214−6.0% | 減碼 |
| Howard Capital Management Inc. | 3,356 | $121.7 萬 | 0.02% | +157+4.9% | 加碼 |