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 | 3,773 | $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 |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 17,573 | $637.5 萬 | 2.07% | +3,454+24.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 17,540 | $636.3 萬 | 0.23% | +3,513+25.0% | 加碼 |
| Summitry LLC | 17,490 | $634.5 萬 | 0.31% | +502+3.0% | 加碼 |
| Empirical Finance, LLC | 17,486 | $634.3 萬 | 0.37% | −242−1.4% | 減碼 |
| Advocate Group LLC | 17,442 | $632.7 萬 | 1.19% | −478−2.7% | 減碼 |
| Bridge Creek Capital Management LLC | 17,361 | $629.8 萬 | 1.94% | −200−1.1% | 減碼 |
| Romano Brothers and Company | 17,224 | $624.8 萬 | 0.79% | −722−4.0% | 減碼 |
| EagleClaw Capital Managment, LLC | 17,150 | $622.1 萬 | 0.99% | +250+1.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 17,139 | $621.7 萬 | 0.07% | −148−0.9% | 減碼 |
| Griffin Asset Management, Inc. | 17,098 | $620.2 萬 | 0.73% | +210+1.2% | 加碼 |
| Colonial Trust Advisors | 17,074 | $619.4 萬 | 0.55% | −1,777−9.4% | 減碼 |
| Country Club Bank | 17,061 | $619.3 萬 | 0.41% | −25−0.1% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 17,039 | $618.1 萬 | 1.17% | −1,320−7.2% | 減碼 |
| Foster & Motley Inc | 16,949 | $614.9 萬 | 0.40% | +290+1.7% | 加碼 |
| Columbia Asset Management | 16,946 | $614.7 萬 | 1.18% | −1,184−6.5% | 減碼 |
| Jackson Square Capital, LLC | 16,889 | $612.7 萬 | 1.48% | +308+1.9% | 加碼 |
| Massachusetts Institute of Technology | 16,714 | $606.3 萬 | 0.86% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 16,708 | $606.1 萬 | 0.11% | −362−2.1% | 減碼 |
| Mairs & Power Inc | 16,693 | $605.6 萬 | 0.06% | +115+0.7% | 加碼 |
| Ellsworth Advisors, LLC | 16,686 | $605.3 萬 | 1.59% | −937−5.3% | 減碼 |
| Community Bank, N.A. | 16,635 | $603.5 萬 | 0.77% | −200−1.2% | 減碼 |
| Highland Capital Management, LLC | 16,599 | $602.1 萬 | 0.34% | −430−2.5% | 減碼 |
| Family Legacy, Inc. | 16,665 | $601.7 萬 | 2.04% | −491−2.9% | 減碼 |
| Snowden Capital Advisors LLC | 16,525 | $599.5 萬 | 0.19% | −8,278−33.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 16,500 | $598.6 萬 | 0.52% | +9,262+128.0% | 加碼 |
| Montag A & Associates Inc | 16,433 | $596.1 萬 | 0.28% | +39+0.2% | 加碼 |
| Groupe la Francaise | 14,922 | $593.7 萬 | 0.15% | +14,922 | 新進 |
| Flputnam Investment Management Co | 16,328 | $592.3 萬 | 0.11% | +600+3.8% | 加碼 |
| Lake Street Advisors Group, LLC | 16,257 | $589.8 萬 | 0.27% | +7,803+92.3% | 加碼 |
| Wells Trecaso Financial Group, LLC | 16,211 | $588.1 萬 | 1.92% | +146+0.9% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 16,209 | $588.0 萬 | 0.50% | +53+0.3% | 加碼 |
| Roundview Capital LLC | 16,186 | $587.2 萬 | 0.41% | +274+1.7% | 加碼 |
| Guyasuta Investment Advisors Inc | 16,178 | $586.9 萬 | 0.37% | +1,731+12.0% | 加碼 |
| Holderness Investments Co | 16,149 | $585.8 萬 | 1.29% | +92+0.6% | 加碼 |
| Ascent Wealth Partners, LLC | 16,137 | $585.4 萬 | 0.79% | −187−1.1% | 減碼 |
| Level Four Advisory Services, LLC | 16,061 | $582.7 萬 | 0.24% | −242−1.5% | 減碼 |
| Twin Capital Management Inc | 16,016 | $581.0 萬 | 0.64% | +81+0.5% | 加碼 |
| Sandhill Capital Partners LLC | 15,978 | $579.6 萬 | 0.45% | −79−0.5% | 減碼 |
| Siemens Fonds Invest GmbH | 15,919 | $577.9 萬 | 0.61% | +254+1.6% | 加碼 |
| Pallas Capital Advisors LLC | 15,921 | $577.5 萬 | 0.25% | −391−2.4% | 減碼 |
| Sonora Investment Management Group, LLC | 15,797 | $573.0 萬 | 0.44% | +13,158+498.6% | 加碼 |
| Ronald Blue Trust, Inc. | 15,786 | $572.7 萬 | 0.07% | −2,297−12.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 15,714 | $570.0 萬 | 0.31% | +755+5.0% | 加碼 |
| Cary Street Partners Financial LLC | 15,663 | $568.2 萬 | 0.18% | +15,663 | 新進 |
| Goelzer Investment Management, Inc. | 15,639 | $567.3 萬 | 0.33% | +395+2.6% | 加碼 |
| Alps Advisors Inc | 15,631 | $567.0 萬 | 0.04% | −83−0.5% | 減碼 |
| Legacy CG, LLC | 15,454 | $560.6 萬 | 1.72% | −890−5.4% | 減碼 |
| Keeler Thomas Management LLC | 15,447 | $560.4 萬 | 2.00% | −273−1.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 15,329 | $556.1 萬 | 0.12% | −39−0.3% | 減碼 |
| Equitable Holdings, Inc. | 15,295 | $554.8 萬 | 0.05% | +587+4.0% | 加碼 |
| Equitable Trust Co | 15,271 | $554.0 萬 | 0.31% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 15,143 | $549.3 萬 | 0.54% | −80−0.5% | 減碼 |
| Chicago Capital, LLC | 15,139 | $549.2 萬 | 0.15% | +383+2.6% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,115 | $548.3 萬 | 0.46% | −476−3.1% | 減碼 |
| Richard Bernstein Advisors LLC | 15,072 | $546.8 萬 | 0.12% | 00.0% | 不變 |
| Blackston Financial Advisory Group, LLC | 15,003 | $544.3 萬 | 2.71% | −97−0.6% | 減碼 |
| RBF Capital, LLC | 15,000 | $544.1 萬 | 0.28% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $544.1 萬 | 1.22% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 14,991 | $543.8 萬 | 2.87% | +130+0.9% | 加碼 |
| Geneos Wealth Management Inc. | 14,972 | $543.1 萬 | 0.19% | −274−1.8% | 減碼 |
| Monument Capital Management | 14,924 | $541.4 萬 | 1.49% | +42+0.3% | 加碼 |
| CAPROCK Group, Inc. | 14,914 | $541.1 萬 | 0.18% | +1,977+15.3% | 加碼 |
| Steel Peak Wealth Management LLC | 14,913 | $541.0 萬 | 0.22% | −2,824−15.9% | 減碼 |
| Burney Co | 14,857 | $539.0 萬 | 0.19% | −410−2.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 14,830 | $538.0 萬 | 0.15% | +214+1.5% | 加碼 |
| Studio Investment Management LLC | 14,790 | $536.5 萬 | 1.14% | −464−3.0% | 減碼 |
| Covington Investment Advisors Inc. | 1,475 | $534.9 萬 | 0.80% | −13,070−89.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 14,719 | $533.9 萬 | 0.02% | −2,339−13.7% | 減碼 |
| Malaga Cove Capital, LLC | 14,679 | $532.5 萬 | 2.09% | −147−1.0% | 減碼 |
| First Business Financial Services, Inc. | 14,667 | $532.1 萬 | 0.53% | +14,000+2,099.0% | 加碼 |
| Terry L. Blaker | 14,660 | $531.8 萬 | 0.20% | +700+5.0% | 加碼 |
| Plato Investment Management Ltd | 14,594 | $531.3 萬 | 0.39% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 14,547 | $527.7 萬 | 1.15% | +295+2.1% | 加碼 |
| Robbins Farley LLC | 14,543 | $527.6 萬 | 2.57% | +186+1.3% | 加碼 |
| Bank of Hawaii | 14,494 | $525.8 萬 | 0.29% | −204−1.4% | 減碼 |
| Sandy Spring Bank | 14,490 | $525.6 萬 | 0.21% | −195−1.3% | 減碼 |
| Eukles Asset Management | 14,394 | $522.1 萬 | 2.22% | −1,175−7.5% | 減碼 |
| Allstate Corp | 14,393 | $522.1 萬 | 0.15% | +14,393 | 新進 |
| Montgomery Investment Management Inc | 14,373 | $521.4 萬 | 2.05% | −1,107−7.2% | 減碼 |
| Leavell Investment Management, Inc. | 14,358 | $520.9 萬 | 0.26% | +180+1.3% | 加碼 |
| FRG Family Wealth Advisors LLC | 14,324 | $519.6 萬 | 0.94% | 00.0% | 不變 |
| Bailard, Inc. | 14,297 | $518.6 萬 | 0.13% | +937+7.0% | 加碼 |
| GAM Holding AG | 14,243 | $516.7 萬 | 0.39% | −987−6.5% | 減碼 |
| Mathes Company, Inc. | 14,214 | $515.6 萬 | 1.88% | −410−2.8% | 減碼 |
| Financial Advocates Investment Management | 14,195 | $514.9 萬 | 0.29% | −50−0.4% | 減碼 |
| Eastern Bank | 14,194 | $514.9 萬 | 0.10% | −73−0.5% | 減碼 |
| Virtu Financial LLC | 14,191 | $514.8 萬 | 0.27% | +14,191 | 新進 |
| Johnson Financial Group, Inc. | 13,714 | $511.3 萬 | 0.24% | −1,285−8.6% | 減碼 |
| Asset Dedication, LLC | 14,091 | $511.1 萬 | 0.40% | −3,132−18.2% | 減碼 |
| Independent Financial Group, LLC | 14,073 | $510.5 萬 | 0.17% | +3,823+37.3% | 加碼 |
| Gouws Capital LLC | 14,062 | $510.1 萬 | 3.50% | +1,405+11.1% | 加碼 |
| We Are One Seven, LLC | 14,010 | $508.2 萬 | 0.20% | +3,997+39.9% | 加碼 |
| Pflug Koory, LLC | 13,950 | $506.1 萬 | 2.56% | −8−0.1% | 減碼 |
| Banque Pictet & Cie SA | 13,921 | $505.0 萬 | 0.05% | +13,359+2,377.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,901 | $504.3 萬 | 0.18% | +434+3.2% | 加碼 |
| Blue Edge Capital, LLC | 13,881 | $503.5 萬 | 0.79% | +375+2.8% | 加碼 |
| Reliant Investment Management, LLC | 13,875 | $503.3 萬 | 2.22% | +515+3.9% | 加碼 |
| Teamwork Financial Advisors, LLC | 13,868 | $503.1 萬 | 0.66% | −26,478−65.6% | 減碼 |
| Anchor Investment Management, LLC | 13,852 | $502.5 萬 | 0.47% | +535+4.0% | 加碼 |
| Seascape Capital Management | 13,817 | $501.2 萬 | 1.75% | +189+1.4% | 加碼 |