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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $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 |
|---|---|---|---|---|---|
| Fayez Sarofim & Co | 60,499 | $2,195 萬 | 0.05% | +4,697+8.4% | 加碼 |
| FineMark National Bank & Trust | 60,395 | $2,191 萬 | 0.76% | −1,989−3.2% | 減碼 |
| Public Sector Pension Investment Board | 60,169 | $2,183 萬 | 0.09% | +39,621+192.8% | 加碼 |
| Blackhill Capital Inc | 60,000 | $2,177 萬 | 1.13% | 00.0% | 不變 |
| Delta Asset Management LLC | 59,734 | $2,167 萬 | 1.94% | −912−1.5% | 減碼 |
| Integrated Advisors Network LLC | 59,016 | $2,141 萬 | 1.03% | +760+1.3% | 加碼 |
| JustInvest LLC | 57,929 | $2,101 萬 | 0.32% | +4,597+8.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 57,375 | $2,081 萬 | 0.25% | +5,798+11.2% | 加碼 |
| Nomura Holdings Inc | 57,350 | $2,080 萬 | 0.11% | +40,857+247.7% | 加碼 |
| Ethic Inc. | 57,099 | $2,071 萬 | 0.42% | +12,388+27.7% | 加碼 |
| Massmutual Trust Co FSB | 56,875 | $2,063 萬 | 0.58% | +561+1.0% | 加碼 |
| CCM Investment Advisers LLC | 56,776 | $2,060 萬 | 2.28% | −2,930−4.9% | 減碼 |
| Tredje AP-fonden | 56,200 | $2,039 萬 | 0.18% | −10,090−15.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 56,198 | $2,039 萬 | 0.09% | +56,198 | 新進 |
| Silvercrest Asset Management Group LLC | 55,906 | $2,028 萬 | 0.14% | +35,901+179.5% | 加碼 |
| Richard C. Young & CO., LTD. | 55,755 | $2,023 萬 | 2.20% | −1,036−1.8% | 減碼 |
| Congress Asset Management Co | 55,613 | $2,017 萬 | 0.14% | +363+0.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 55,505 | $2,014 萬 | 0.10% | −57,539−50.9% | 減碼 |
| Oppenheimer & Co Inc | 55,124 | $2,000 萬 | 0.30% | −6,074−9.9% | 減碼 |
| Lazard Asset Management LLC | 55,065 | $1,998 萬 | 0.03% | −9,256−14.4% | 減碼 |
| State of Alaska, Department of Revenue | 55,048 | $1,997 萬 | 0.22% | −4,463−7.5% | 減碼 |
| Callahan Advisors, LLC | 54,899 | $1,992 萬 | 1.87% | −447−0.8% | 減碼 |
| Umb Bank N A | 54,899 | $1,992 萬 | 0.31% | −3,220−5.5% | 減碼 |
| Moran Wealth Management, LLC | 54,878 | $1,991 萬 | 0.64% | −321−0.6% | 減碼 |
| Harvest Portfolios Group Inc. | 54,600 | $1,981 萬 | 0.66% | +8,238+17.8% | 加碼 |
| Generali Asset Management SPA SGR | 53,905 | $1,955 萬 | 0.50% | +53,905 | 新進 |
| Associated Banc-Corp | 53,882 | $1,955 萬 | 0.59% | −3,845−6.7% | 減碼 |
| KCM Investment Advisors LLC | 53,808 | $1,952 萬 | 0.67% | −197−0.4% | 減碼 |
| Jones Financial Companies LLLP | 53,498 | $1,941 萬 | 0.02% | +14,749+38.1% | 加碼 |
| Wharton Business Group, LLC | 52,808 | $1,916 萬 | 0.86% | −2,010−3.7% | 減碼 |
| Guggenheim Capital LLC | 52,488 | $1,904 萬 | 0.16% | −4,485−7.9% | 減碼 |
| Baker Avenue Asset Management, LP | 51,759 | $1,878 萬 | 0.58% | +824+1.6% | 加碼 |
| LaFleur & Godfrey LLC | 50,785 | $1,842 萬 | 2.53% | −448−0.9% | 減碼 |
| Kempen Capital Management N.V. | 50,594 | $1,835 萬 | 0.18% | +50,594 | 新進 |
| Whittier Trust Co | 50,216 | $1,822 萬 | 0.24% | +762+1.5% | 加碼 |
| Pacer Advisors, Inc. | 50,097 | $1,817 萬 | 0.04% | +4,167+9.1% | 加碼 |
| United Capital Financial Advisers, LLC | 49,888 | $1,810 萬 | 0.15% | −2,281−4.4% | 減碼 |
| Independent Advisor Alliance | 49,559 | $1,798 萬 | 0.24% | +1,193+2.5% | 加碼 |
| First National Trust Co | 49,442 | $1,794 萬 | 0.67% | +477+1.0% | 加碼 |
| Charter Trust Co | 49,379 | $1,791 萬 | 1.17% | −147−0.3% | 減碼 |
| Exchange Traded Concepts, LLC | 49,121 | $1,782 萬 | 0.36% | +21,094+75.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 48,828 | $1,776 萬 | 0.21% | +21,730+80.2% | 加碼 |
| Federated Hermes, Inc. | 47,898 | $1,738 萬 | 0.04% | −69,018−59.0% | 減碼 |
| Allianz SE | 47,764 | $1,734 萬 | 0.45% | +280+0.6% | 加碼 |
| Avantax Advisory Services, Inc. | 47,425 | $1,720 萬 | 0.11% | +1,659+3.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 46,550 | $1,689 萬 | 0.31% | −1,020−2.1% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 46,329 | $1,681 萬 | 0.54% | +942+2.1% | 加碼 |
| Tudor Investment Corp Et Al | 45,930 | $1,666 萬 | 0.18% | +5,903+14.7% | 加碼 |
| Lido Advisors, LLC | 45,826 | $1,662 萬 | 0.10% | +737+1.6% | 加碼 |
| Mizuho Securities USA LLC | 45,759 | $1,660 萬 | 0.30% | +14,316+45.5% | 加碼 |
| Rafferty Asset Management, LLC | 45,547 | $1,652 萬 | 0.06% | +4,889+12.0% | 加碼 |
| Hamilton Capital Partners Inc. | 45,476 | $1,650 萬 | 1.23% | +6,233+15.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 45,239 | $1,641 萬 | 0.28% | +12,756+39.3% | 加碼 |
| Davenport & Co LLC | 45,055 | $1,634 萬 | 0.10% | +2,430+5.7% | 加碼 |
| American Assets Investment Management, LLC | 45,000 | $1,632 萬 | 1.33% | 00.0% | 不變 |
| Birmingham Capital Management Co Inc | 44,235 | $1,605 萬 | 5.96% | −2,870−6.1% | 減碼 |
| NBT Bank N A | 43,766 | $1,588 萬 | 1.11% | −955−2.1% | 減碼 |
| CWM Advisors, LLC | 43,164 | $1,566 萬 | 1.75% | −1,088−2.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 42,617 | $1,546 萬 | 0.33% | −3,855−8.3% | 減碼 |
| Central Trust Co | 42,586 | $1,545 萬 | 0.38% | +370+0.9% | 加碼 |
| Salem Investment Counselors Inc | 42,229 | $1,532 萬 | 0.50% | +86+0.2% | 加碼 |
| Atwater Malick LLC | 42,226 | $1,532 萬 | 5.13% | −715−1.7% | 減碼 |
| Clear Harbor Asset Management, LLC | 42,123 | $1,528 萬 | 1.23% | +310+0.7% | 加碼 |
| Dodge & Cox | 41,976 | $1,523 萬 | 0.01% | −300−0.7% | 減碼 |
| Allied Investment Advisors, LLC | 41,767 | $1,515 萬 | 3.05% | −662−1.6% | 減碼 |
| Culbertson A N & Co Inc | 41,760 | $1,515 萬 | 2.41% | +366+0.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 41,393 | $1,502 萬 | 0.28% | −117−0.3% | 減碼 |
| Stillwater Capital Advisors, LLC | 41,315 | $1,499 萬 | 1.85% | +594+1.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 41,279 | $1,490 萬 | 0.03% | −1,148−2.7% | 減碼 |
| Janney Capital Management LLC | 40,953 | $1,486 萬 | 0.98% | −660−1.6% | 減碼 |
| Segment Wealth Management, LLC | 40,716 | $1,477 萬 | 1.01% | +64+0.2% | 加碼 |
| Noesis Capital Mangement Corp | 40,692 | $1,476 萬 | 2.82% | −41−0.1% | 減碼 |
| Quilter Plc | 40,329 | $1,463 萬 | 0.29% | −1,363−3.3% | 減碼 |
| SlateStone Wealth, LLC | 40,267 | $1,461 萬 | 1.43% | +931+2.4% | 加碼 |
| Parsons Capital Management Inc | 40,252 | $1,460 萬 | 0.79% | −226−0.6% | 減碼 |
| Dnca Finance | 40,000 | $1,451 萬 | 1.13% | −6,400−13.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 39,911 | $1,448 萬 | 0.08% | +5,181+14.9% | 加碼 |
| Dearborn Partners LLC | 39,486 | $1,432 萬 | 0.60% | +10.0% | 加碼 |
| Temasek Holdings (Private) Ltd | 39,447 | $1,431 萬 | 0.06% | −15,022−27.6% | 減碼 |
| F/M Investments LLC | 39,159 | $1,421 萬 | 0.52% | +7,595+24.1% | 加碼 |
| Bowen Hanes & Co Inc | 38,779 | $1,407 萬 | 0.38% | +30,835+388.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 38,602 | $1,400 萬 | 0.35% | −462−1.2% | 減碼 |
| Dakota Wealth Management | 38,581 | $1,400 萬 | 0.32% | +228+0.6% | 加碼 |
| Jacobs & Co | 38,508 | $1,397 萬 | 1.42% | −1,723−4.3% | 減碼 |
| Lee Danner & Bass Inc | 38,475 | $1,396 萬 | 1.11% | −431−1.1% | 減碼 |
| NEOS Investment Management LLC | 38,473 | $1,396 萬 | 0.33% | +4,035+11.7% | 加碼 |
| Synovus Financial Corp | 38,457 | $1,396 萬 | 0.18% | −94−0.2% | 減碼 |
| Capital Investment Advisors, LLC | 38,322 | $1,390 萬 | 0.28% | +688+1.8% | 加碼 |
| Dana Investment Advisors, Inc. | 38,283 | $1,389 萬 | 0.46% | −156−0.4% | 減碼 |
| Bokf, NA | 39,404 | $1,383 萬 | 0.23% | +575+1.5% | 加碼 |
| LS Investment Advisors, LLC | 37,920 | $1,376 萬 | 2.02% | −430−1.1% | 減碼 |
| HB Wealth Management, LLC | 37,804 | $1,371 萬 | 0.14% | +1,294+3.5% | 加碼 |
| Summit Financial, LLC | 37,737 | $1,369 萬 | 0.48% | +853+2.3% | 加碼 |
| Meridian Wealth Management, LLC | 37,398 | $1,357 萬 | 0.64% | −299−0.8% | 減碼 |
| Stockman Wealth Management, Inc. | 37,376 | $1,356 萬 | 2.12% | +396+1.1% | 加碼 |
| Clifford Swan Investment Counsel LLC | 37,329 | $1,354 萬 | 0.49% | −2,485−6.2% | 減碼 |
| AIA Group Ltd | 37,312 | $1,354 萬 | 0.33% | +4,643+14.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 37,111 | $1,346 萬 | 0.07% | +4,912+15.3% | 加碼 |
| Welch Group, LLC | 36,814 | $1,336 萬 | 0.60% | +703+1.9% | 加碼 |
| Pittenger & Anderson Inc | 36,805 | $1,335 萬 | 0.49% | −565−1.5% | 減碼 |