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 |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 36,500 | $1,324 萬 | 0.53% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 36,493 | $1,322 萬 | 0.72% | +665+1.9% | 加碼 |
| Advisory Services Network, LLC | 36,066 | $1,308 萬 | 0.24% | −131−0.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 35,901 | $1,302 萬 | 0.11% | −1,288−3.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 35,566 | $1,290 萬 | 0.49% | −238−0.7% | 減碼 |
| Lyell Wealth Management, LP | 35,402 | $1,284 萬 | 1.15% | +52+0.1% | 加碼 |
| Consolidated Planning Corp | 35,172 | $1,276 萬 | 1.74% | +505+1.5% | 加碼 |
| Cullinan Associates Inc | 35,043 | $1,271 萬 | 0.82% | −5,473−13.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 34,996 | $1,270 萬 | 0.31% | −123−0.4% | 減碼 |
| Braun Stacey Associates Inc | 34,837 | $1,264 萬 | 0.47% | +963+2.8% | 加碼 |
| Strategic Wealth Designers | 59,128 | $1,256 萬 | 0.80% | +59,128 | 新進 |
| Vantage Investment Partners, LLC | 34,461 | $1,250 萬 | 1.09% | −1,828−5.0% | 減碼 |
| TownSquare Capital, LLC | 34,267 | $1,243 萬 | 0.14% | +6,829+24.9% | 加碼 |
| Greenwood Gearhart Inc | 34,252 | $1,243 萬 | 0.86% | +1,177+3.6% | 加碼 |
| Shelton Capital Management | 34,165 | $1,239 萬 | 0.31% | −223−0.6% | 減碼 |
| Henshaw Capital LLC | 34,060 | $1,236 萬 | 0.51% | 00.0% | 不變 |
| CSM Advisors, LLC | 33,840 | $1,228 萬 | 0.57% | −547−1.6% | 減碼 |
| Atria Wealth Solutions, Inc. | 33,654 | $1,221 萬 | 0.13% | −1,467−4.2% | 減碼 |
| Benjamin Edwards Inc | 33,632 | $1,221 萬 | 0.17% | +1,836+5.8% | 加碼 |
| German American Bancorp, Inc. | 33,396 | $1,211 萬 | 1.27% | +447+1.4% | 加碼 |
| Kentucky Retirement Systems | 33,322 | $1,209 萬 | 0.36% | −459−1.4% | 減碼 |
| Man Group plc | 33,300 | $1,208 萬 | 0.04% | +9,567+40.3% | 加碼 |
| Jamison Private Wealth Management, Inc. | 33,273 | $1,207 萬 | 1.78% | +237+0.7% | 加碼 |
| M&G Plc | 33,045 | $1,200 萬 | 0.07% | −9,943−23.1% | 減碼 |
| Norinchukin Bank, The | 32,006 | $1,161 萬 | 0.25% | +1,204+3.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 31,778 | $1,153 萬 | 0.23% | −9,416−22.9% | 減碼 |
| James Investment Research Inc | 31,613 | $1,147 萬 | 1.37% | −381−1.2% | 減碼 |
| Sienna Gestion | 31,411 | $1,139 萬 | 0.77% | +28,947+1,174.8% | 加碼 |
| Polar Capital Holdings Plc | 31,325 | $1,136 萬 | 0.06% | +31,325 | 新進 |
| Brookstone Capital Management | 31,276 | $1,135 萬 | 0.17% | −2,649−7.8% | 減碼 |
| First American Trust, FSB | 31,190 | $1,131 萬 | 1.13% | +1,075+3.6% | 加碼 |
| LMCG Investments, LLC | 31,178 | $1,131 萬 | 0.69% | −748−2.3% | 減碼 |
| Vident Advisory, LLC | 31,153 | $1,130 萬 | 0.20% | +3,830+14.0% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 31,115 | $1,129 萬 | 1.18% | −560−1.8% | 減碼 |
| United Capital Management of KS, Inc. | 31,068 | $1,127 萬 | 2.05% | +658+2.2% | 加碼 |
| Paradiem, LLC | 30,839 | $1,119 萬 | 3.00% | −434−1.4% | 減碼 |
| Shelter Mutual Insurance Co | 30,780 | $1,117 萬 | 2.78% | 00.0% | 不變 |
| Atria Investments LLC | 30,741 | $1,115 萬 | 0.14% | −3,112−9.2% | 減碼 |
| Cadinha & Co LLC | 30,553 | $1,108 萬 | 1.84% | +30,553 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 30,364 | $1,101 萬 | 0.34% | +16,556+119.9% | 加碼 |
| Illinois Municipal Retirement Fund | 30,332 | $1,100 萬 | 0.16% | +347+1.2% | 加碼 |
| Eagle Global Advisors LLC | 30,142 | $1,093 萬 | 0.45% | +375+1.3% | 加碼 |
| Zimmer Partners, LP | 30,120 | $1,093 萬 | 0.19% | +10,120+50.6% | 加碼 |
| Omers Administration Corp | 30,107 | $1,092 萬 | 0.10% | −2,370−7.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 29,850 | $1,088 萬 | 0.11% | −7,465−20.0% | 減碼 |
| Simmons Bank | 29,883 | $1,084 萬 | 0.79% | −1,531−4.9% | 減碼 |
| Hartford Investment Management Co | 29,845 | $1,083 萬 | 0.35% | −680−2.2% | 減碼 |
| Venture Visionary Partners LLC | 29,307 | $1,063 萬 | 0.45% | +970+3.4% | 加碼 |
| Empowered Funds, LLC | 29,189 | $1,059 萬 | 0.15% | −22,126−43.1% | 減碼 |
| Freestone Capital Holdings, LLC | 29,103 | $1,056 萬 | 0.37% | −193−0.7% | 減碼 |
| National Asset Management, Inc. | 29,096 | $1,055 萬 | 0.35% | −6,697−18.7% | 減碼 |
| Woodline Partners LP | 28,994 | $1,052 萬 | 0.07% | +28,994 | 新進 |
| UniSuper Management Pty Ltd | 28,670 | $1,040 萬 | 0.07% | +6,145+27.3% | 加碼 |
| MainStreet Investment Advisors LLC | 28,528 | $1,035 萬 | 1.45% | −854−2.9% | 減碼 |
| Kanawha Capital Management LLC | 28,038 | $1,017 萬 | 0.80% | −250−0.9% | 減碼 |
| Bogart Wealth, LLC | 27,991 | $1,015 萬 | 0.48% | −9,184−24.7% | 減碼 |
| Canada Post Corp Registered Pension Plan | 27,926 | $1,013 萬 | 0.60% | +27,926 | 新進 |
| Drexel Morgan & Co. | 27,886 | $1,012 萬 | 2.09% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 27,753 | $1,007 萬 | 0.41% | +27,753 | 新進 |
| Castleark Management LLC | 27,470 | $996.5 萬 | 0.35% | +26,180+2,029.5% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 27,409 | $994.3 萬 | 0.66% | −36−0.1% | 減碼 |
| Hantz Financial Services, Inc. | 27,292 | $990.1 萬 | 0.17% | −1,694−5.8% | 減碼 |
| RSM US Wealth Management LLC | 27,164 | $985.7 萬 | 0.14% | −252−0.9% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 27,093 | $982.8 萬 | 0.24% | −60,602−69.1% | 減碼 |
| Philadelphia Trust Co | 27,074 | $982.1 萬 | 0.72% | −2,167−7.4% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 27,052 | $981.3 萬 | 0.52% | +22,850+543.8% | 加碼 |
| Farmers & Merchants Investments Inc | 26,806 | $972.4 萬 | 0.30% | −186−0.7% | 減碼 |
| Independent Wealth Network Inc. | 26,607 | $965.2 萬 | 3.92% | −120.0% | 減碼 |
| Brinker Capital Investments, LLC | 26,573 | $964.0 萬 | 0.10% | −480−1.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 26,573 | $964.0 萬 | 0.10% | −480−1.8% | 減碼 |
| Maryland State Retirement & Pension System | 26,404 | $957.8 萬 | 0.21% | −1,797−6.4% | 減碼 |
| Sigma Planning Corp | 26,353 | $956.0 萬 | 0.30% | +1,508+6.1% | 加碼 |
| Addenda Capital Inc. | 26,158 | $948.9 萬 | 0.33% | −74−0.3% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 26,143 | $948.4 萬 | 0.97% | −131−0.5% | 減碼 |
| Wolverine Trading, LLC | 25,990 | $943.5 萬 | 0.21% | +24,712+1,933.6% | 加碼 |
| Louisiana State Employees Retirement System | 26,000 | $943.2 萬 | 0.18% | −1,300−4.8% | 減碼 |
| Coldstream Capital Management Inc | 25,977 | $942.3 萬 | 0.20% | +353+1.4% | 加碼 |
| Securian Asset Management, Inc | 25,949 | $941.3 萬 | 0.27% | −870−3.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 25,747 | $934.0 萬 | 0.25% | +3,921+18.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 25,736 | $933.6 萬 | 0.14% | −3,333−11.5% | 減碼 |
| Community Bank & Trust, Waco, Texas | 25,729 | $933.3 萬 | 2.16% | −183−0.7% | 減碼 |
| Apollon Wealth Management, LLC | 25,604 | $928.8 萬 | 0.21% | +2,763+12.1% | 加碼 |
| Sigma Investment Counselors Inc | 25,552 | $926.9 萬 | 0.54% | −951−3.6% | 減碼 |
| Tufton Capital Management | 25,464 | $923.8 萬 | 1.75% | −136−0.5% | 減碼 |
| CX Institutional | 25,395 | $921.3 萬 | 0.37% | −1,393−5.2% | 減碼 |
| Integris Wealth Management, LLC | 25,328 | $918.8 萬 | 2.59% | −770−3.0% | 減碼 |
| Strategic Global Advisors, LLC | 25,251 | $916.0 萬 | 1.67% | +1,001+4.1% | 加碼 |
| AE Wealth Management LLC | 25,173 | $913.2 萬 | 0.08% | +385+1.6% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $911.2 萬 | 3.06% | 00.0% | 不變 |
| Narwhal Capital Management | 24,809 | $900.0 萬 | 0.80% | +2,235+9.9% | 加碼 |
| American National Bank | 24,793 | $899.4 萬 | 1.00% | +133+0.5% | 加碼 |
| Jefferies Financial Group Inc. | 24,628 | $893.4 萬 | 0.10% | +202+0.8% | 加碼 |
| Silver Oak Securities, Inc | 24,404 | $885.9 萬 | 0.82% | +1,880+8.3% | 加碼 |
| MAI Capital Management | 24,287 | $881.1 萬 | 0.07% | +7,163+41.8% | 加碼 |
| Financial Partners Group, LLC | 24,136 | $875.5 萬 | 3.64% | −2,319−8.8% | 減碼 |
| Signet Financial Management, LLC | 23,948 | $868.7 萬 | 1.11% | +29+0.1% | 加碼 |
| Logan Capital Management Inc | 23,924 | $867.9 萬 | 0.36% | −1,437−5.7% | 減碼 |
| Americana Partners, LLC | 23,806 | $863.6 萬 | 0.35% | +6,667+38.9% | 加碼 |
| IMC-Chicago, LLC | 23,644 | $857.7 萬 | 0.23% | +23,644 | 新進 |
| Metis Global Partners, LLC | 23,592 | $855.8 萬 | 0.26% | +323+1.4% | 加碼 |