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 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 23,549 | $854.3 萬 | 1.29% | −1,663−6.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 23,523 | $853.3 萬 | 0.37% | −237−1.0% | 減碼 |
| Madison Asset Management, LLC | 23,476 | $851.6 萬 | 0.10% | −1,290−5.2% | 減碼 |
| Madison Investment Advisors, LLC | 23,476 | $851.6 萬 | 0.10% | +23,476 | 新進 |
| Fusion Capital, LLC | 23,322 | $846.0 萬 | 3.41% | +97+0.4% | 加碼 |
| StoneX Group Inc. | 23,286 | $844.7 萬 | 0.46% | +9,701+71.4% | 加碼 |
| TruWealth Advisors, LLC | 23,221 | $842.4 萬 | 0.51% | −19−0.1% | 減碼 |
| Atomi Financial Group, Inc. | 23,193 | $841.4 萬 | 0.43% | +871+3.9% | 加碼 |
| New Mexico Educational Retirement Board | 23,102 | $838.0 萬 | 0.28% | −800−3.3% | 減碼 |
| Pinebridge Investments, L.P. | 23,026 | $835.3 萬 | 0.06% | −129,865−84.9% | 減碼 |
| McGuire Investment Group, LLC | 22,960 | $832.9 萬 | 1.20% | +128+0.6% | 加碼 |
| Kavar Capital Partners Group, LLC | 22,944 | $832.3 萬 | 1.41% | +50.0% | 加碼 |
| Kingswood Wealth Advisors, LLC | 22,906 | $831.0 萬 | 0.62% | −433−1.9% | 減碼 |
| Miracle Mile Advisors, LLC | 22,887 | $830.3 萬 | 0.17% | +18,396+409.6% | 加碼 |
| Tiaa Trust, National Association | 22,868 | $829.5 萬 | 0.03% | +1,686+8.0% | 加碼 |
| Hixon Zuercher, LLC | 22,868 | $829.5 萬 | 3.19% | −312−1.3% | 減碼 |
| Baader Bank INC | 22,837 | $828.4 萬 | 0.76% | −193−0.8% | 減碼 |
| Capital Investment Counsel, LLC | 22,691 | $823.1 萬 | 1.37% | −293−1.3% | 減碼 |
| BNP Paribas | 5,615 | $818.5 萬 | 0.33% | +1,359+31.9% | 加碼 |
| Park Avenue Securities LLC | 22,526 | $817.2 萬 | 0.08% | +1,764+8.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 22,520 | $816.9 萬 | 0.35% | +1,441+6.8% | 加碼 |
| Bryn Mawr Trust Co | 22,432 | $813.7 萬 | 0.15% | +1,303+6.2% | 加碼 |
| ExodusPoint Capital Management, LP | 22,423 | $813.4 萬 | 0.08% | +22,423 | 新進 |
| Hartford Financial Management Inc. | 22,287 | $808.5 萬 | 1.66% | −112−0.5% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 22,130 | $802.8 萬 | 0.15% | −218−1.0% | 減碼 |
| First Financial Bank - Trust Division | 22,114 | $802.2 萬 | 0.75% | −291−1.3% | 減碼 |
| Wesbanco Bank Inc | 22,065 | $800.4 萬 | 0.27% | −366−1.6% | 減碼 |
| Contravisory Investment Management, Inc. | 22,030 | $799.2 萬 | 1.71% | +20,749+1,619.8% | 加碼 |
| BKD Wealth Advisors, LLC | 21,979 | $797.3 萬 | 0.18% | −693−3.1% | 減碼 |
| Hodges Capital Management Inc. | 21,970 | $797.0 萬 | 0.48% | −652−2.9% | 減碼 |
| Crestwood Advisors Group LLC | 21,946 | $796.1 萬 | 0.15% | +218+1.0% | 加碼 |
| Principle Wealth Partners LLC | 21,696 | $787.1 萬 | 0.55% | −554−2.5% | 減碼 |
| Welch & Forbes LLC | 21,589 | $783.2 萬 | 0.10% | −1,065−4.7% | 減碼 |
| City Holding Co | 21,566 | $782.3 萬 | 1.11% | −639−2.9% | 減碼 |
| Perigon Wealth Management, LLC | 20,540 | $781.7 萬 | 0.19% | −2,119−9.4% | 減碼 |
| Warren Averett Asset Management, LLC | 21,529 | $781.0 萬 | 0.12% | +6,978+48.0% | 加碼 |
| Aull & Monroe Investment Management Corp | 21,464 | $778.6 萬 | 3.97% | −1,390−6.1% | 減碼 |
| Trifecta Capital Advisors, LLC | 21,333 | $773.9 萬 | 1.53% | +315+1.5% | 加碼 |
| Spinnaker Trust | 21,310 | $773.0 萬 | 0.49% | −1,900−8.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 21,263 | $771.4 萬 | 0.11% | +669+3.2% | 加碼 |
| Citizens National Bank Trust Department | 21,225 | $770.0 萬 | 1.63% | −373−1.7% | 減碼 |
| Moors & Cabot, Inc. | 21,201 | $769.1 萬 | 0.37% | −543−2.5% | 減碼 |
| Howe & Rusling Inc | 21,082 | $764.8 萬 | 0.66% | −118−0.6% | 減碼 |
| Knuff & Co LLC | 21,069 | $764.3 萬 | 2.32% | −38−0.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 20,856 | $756.6 萬 | 0.06% | −756−3.5% | 減碼 |
| Voloridge Investment Management, LLC | 20,803 | $754.6 萬 | 0.03% | +20,803 | 新進 |
| Compagnie Lombard Odier SCmA | 20,751 | $752.8 萬 | 0.11% | −883−4.1% | 減碼 |
| Axxcess Wealth Management, LLC | 20,706 | $751.1 萬 | 0.19% | +549+2.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 20,540 | $745.1 萬 | 0.21% | −2,500−10.9% | 減碼 |
| Anderson Hoagland & Co | 19,182 | $740.5 萬 | 0.76% | 00.0% | 不變 |
| Groupama Asset Managment | 20,391 | $740.2 萬 | 0.15% | −1,150−5.3% | 減碼 |
| Union Bancaire Privee, UBP SA | 21,460 | $739.6 萬 | 0.13% | +21,460 | 新進 |
| Searle & Co. | 20,353 | $738.3 萬 | 2.13% | −20−0.1% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 20,295 | $736.2 萬 | 1.70% | +181+0.9% | 加碼 |
| Global Retirement Partners, LLC | 20,258 | $734.9 萬 | 0.21% | −2,706−11.8% | 減碼 |
| Merit Financial Group, LLC | 20,178 | $732.0 萬 | 0.13% | +4,737+30.7% | 加碼 |
| Creekmur Asset Management LLC | 20,172 | $731.7 萬 | 1.68% | +62+0.3% | 加碼 |
| Northeast Investment Management | 20,154 | $731.1 萬 | 0.32% | +896+4.7% | 加碼 |
| Laurion Capital Management LP | 20,098 | $729.1 萬 | 0.45% | +20,098 | 新進 |
| Churchill Management Corp | 20,016 | $726.1 萬 | 0.08% | −171−0.8% | 減碼 |
| Valeo Financial Advisors, LLC | 19,935 | $723.2 萬 | 0.20% | +215+1.1% | 加碼 |
| Parcion Private Wealth LLC | 19,643 | $712.6 萬 | 0.54% | −45−0.2% | 減碼 |
| Koshinski Asset Management, Inc. | 19,585 | $710.5 萬 | 0.61% | −206−1.0% | 減碼 |
| Sagespring Wealth Partners, LLC | 19,539 | $708.8 萬 | 0.19% | +19,539 | 新進 |
| Boit C F David | 19,500 | $707.4 萬 | 3.57% | −1,900−8.9% | 減碼 |
| Bleakley Financial Group, LLC | 19,360 | $702.3 萬 | 0.21% | +136+0.7% | 加碼 |
| Wedbush Securities Inc | 19,321 | $700.9 萬 | 0.25% | +2,793+16.9% | 加碼 |
| Pinnacle Financial Partners Inc | 18,553 | $700.8 萬 | 0.14% | +58+0.3% | 加碼 |
| Principal Securities, Inc. | 19,242 | $698.0 萬 | 0.16% | +932+5.1% | 加碼 |
| Spears Abacus Advisors LLC | 19,225 | $697.4 萬 | 0.14% | +109+0.6% | 加碼 |
| Community Bank of Raymore | 19,111 | $693.3 萬 | 5.45% | −4,242−18.2% | 減碼 |
| Citizens Financial Group Inc | 19,097 | $692.8 萬 | 0.14% | +5,195+37.4% | 加碼 |
| Vinva Investment Management Ltd | 19,063 | $692.0 萬 | 0.27% | −1,079−5.4% | 減碼 |
| Vivaldi Capital Management, LLC | 17,336 | $683.9 萬 | 1.05% | +16,714+2,687.1% | 加碼 |
| iA Global Asset Management Inc. | 18,836 | $683.3 萬 | 0.12% | +956+5.3% | 加碼 |
| Assetmark, Inc | 18,802 | $682.1 萬 | 0.02% | +2,029+12.1% | 加碼 |
| One River Asset Management, LLC | 18,768 | $681.3 萬 | 10.20% | +18,768 | 新進 |
| Transform Wealth, LLC | 18,743 | $679.9 萬 | 0.38% | +5,737+44.1% | 加碼 |
| CTC LLC | 18,678 | $677.6 萬 | 0.68% | −2,695−12.6% | 減碼 |
| King Luther Capital Management Corp | 18,670 | $677.3 萬 | 0.03% | −50−0.3% | 減碼 |
| Caldwell Trust Co | 18,605 | $674.9 萬 | 0.70% | −173−0.9% | 減碼 |
| Resources Investment Advisors, LLC. | 18,543 | $672.7 萬 | 0.08% | −672−3.5% | 減碼 |
| Ieq Capital, LLC | 18,530 | $672.2 萬 | 0.06% | −9,830−34.7% | 減碼 |
| Mutual Advisors, LLC | 17,600 | $669.8 萬 | 0.19% | −1,301−6.9% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 18,410 | $667.8 萬 | 1.67% | −193−1.0% | 減碼 |
| Physicians Financial Services, Inc. | 18,383 | $666.9 萬 | 2.02% | +399+2.2% | 加碼 |
| Neville Rodie & Shaw Inc | 18,320 | $664.6 萬 | 0.48% | −50.0% | 減碼 |
| Sentry LLC | 18,281 | $663.1 萬 | 1.29% | −2,490−12.0% | 減碼 |
| Integrated Wealth Concepts LLC | 18,224 | $661.1 萬 | 0.08% | +2,784+18.0% | 加碼 |
| Ameritas Advisory Services, LLC | 18,189 | $659.8 萬 | 0.23% | +1,727+10.5% | 加碼 |
| Reuter James Wealth Management, LLC | 18,108 | $656.9 萬 | 1.22% | −527−2.8% | 減碼 |
| Trinity Legacy Partners, LLC | 17,999 | $652.9 萬 | 1.68% | +560+3.2% | 加碼 |
| Aries Wealth Management | 17,992 | $652.7 萬 | 1.80% | 00.0% | 不變 |
| Financial & Tax Architects, LLC | 17,923 | $650.2 萬 | 1.66% | +109+0.6% | 加碼 |
| Vestcor Inc | 17,768 | $644.6 萬 | 0.21% | −940−5.0% | 減碼 |
| Greenleaf Trust | 17,741 | $643.6 萬 | 0.06% | +436+2.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 17,713 | $642.6 萬 | 1.86% | −22−0.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 17,691 | $641.8 萬 | 1.54% | −15−0.1% | 減碼 |
| NewSquare Capital LLC | 17,622 | $639.3 萬 | 0.51% | +906+5.4% | 加碼 |
| EP Wealth Advisors, LLC | 17,613 | $638.9 萬 | 0.05% | −419−2.3% | 減碼 |