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 |
|---|---|---|---|---|---|
| CCM Investment Group, LLC | 13,770 | $499.9 萬 | 0.55% | +13,770 | 新進 |
| Vise Technologies, Inc. | 13,776 | $499.7 萬 | 0.42% | +4,748+52.6% | 加碼 |
| Financial Advisory Service, Inc. | 13,719 | $497.7 萬 | 0.42% | +276+2.1% | 加碼 |
| Arrow Financial Corp | 13,713 | $497.5 萬 | 0.47% | −218−1.6% | 減碼 |
| JPL Wealth Management, LLC | 13,536 | $491.0 萬 | 1.41% | +13,536 | 新進 |
| Resolute Wealth Strategies, LLC | 13,514 | $490.2 萬 | 2.52% | −48−0.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 13,464 | $488.4 萬 | 0.30% | +479+3.7% | 加碼 |
| Altrius Capital Management Inc | 13,461 | $488.3 萬 | 1.31% | −379−2.7% | 減碼 |
| Tema ETFs LLC | 13,328 | $483.5 萬 | 2.01% | +13,328 | 新進 |
| Brown Brothers Harriman & Co | 13,308 | $482.8 萬 | 0.03% | +58+0.4% | 加碼 |
| Viewpoint Capital Management LLC | 13,305 | $482.7 萬 | 2.53% | +210+1.6% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 13,300 | $482.5 萬 | 0.50% | +13,300 | 新進 |
| Liberty One Investment Management, LLC | 13,264 | $481.1 萬 | 0.52% | +479+3.7% | 加碼 |
| Traynor Capital Management, Inc. | 13,260 | $481.0 萬 | 0.37% | +1,989+17.6% | 加碼 |
| FourThought Financial Partners, LLC | 13,253 | $480.8 萬 | 0.50% | +13,253 | 新進 |
| Essex Financial Services, Inc. | 13,212 | $479.3 萬 | 0.34% | +1,023+8.4% | 加碼 |
| Trajan Wealth LLC | 13,167 | $477.6 萬 | 0.26% | +13,167 | 新進 |
| Gilliland Jeter Wealth Management LLC | 13,154 | $477.2 萬 | 1.61% | −60.0% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 13,128 | $476.2 萬 | 0.87% | +141+1.1% | 加碼 |
| Trexquant Investment LP | 13,119 | $475.9 萬 | 0.06% | −9,016−40.7% | 減碼 |
| IronBridge Private Wealth, LLC | 13,102 | $475.3 萬 | 1.74% | −626−4.6% | 減碼 |
| Acadian Asset Management LLC | 13,093 | $474.4 萬 | 0.01% | +4,327+49.4% | 加碼 |
| Webster Bank, N. A. | 13,063 | $473.9 萬 | 0.51% | −556−4.1% | 減碼 |
| Spire Wealth Management | 12,917 | $468.6 萬 | 0.15% | −3,261−20.2% | 減碼 |
| Ambassador Advisors, LLC | 12,878 | $467.2 萬 | 0.80% | −18−0.1% | 減碼 |
| Leuthold Group, LLC | 12,800 | $464.3 萬 | 0.56% | −429−3.2% | 減碼 |
| Callan Family Office, LLC | 12,757 | $462.8 萬 | 0.29% | +10,613+495.0% | 加碼 |
| Stonebridge Capital Management Inc | 12,697 | $460.6 萬 | 1.89% | −25−0.2% | 減碼 |
| Ledyard National Bank | 12,674 | $459.8 萬 | 0.43% | −609−4.6% | 減碼 |
| Johnson Investment Counsel Inc | 12,659 | $459.2 萬 | 0.04% | +160+1.3% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 12,602 | $457.2 萬 | 0.94% | +268+2.2% | 加碼 |
| Iowa State Bank | 12,597 | $457.0 萬 | 0.95% | −109−0.9% | 減碼 |
| Hayek Kallen Investment Management | 12,594 | $456.9 萬 | 1.66% | −25−0.2% | 減碼 |
| Ogorek Anthony Joseph | 12,562 | $455.7 萬 | 1.45% | +21+0.2% | 加碼 |
| Plimoth Trust Co LLC | 12,508 | $453.7 萬 | 1.17% | −21−0.2% | 減碼 |
| Barbara Oil Co. | 12,500 | $453.4 萬 | 1.88% | 00.0% | 不變 |
| DT Investment Partners, LLC | 12,474 | $452.5 萬 | 0.38% | −180−1.4% | 減碼 |
| Sowell Financial Services LLC | 12,424 | $450.7 萬 | 0.24% | −1,000−7.4% | 減碼 |
| Kinneret Advisory, LLC | 12,412 | $450.3 萬 | 0.43% | −578−4.4% | 減碼 |
| Jericho Financial, LLP | 12,399 | $449.8 萬 | 3.26% | +12,399 | 新進 |
| Applied Capital LLC | 12,366 | $448.6 萬 | 3.52% | −100−0.8% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 12,347 | $447.9 萬 | 0.74% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 12,345 | $447.8 萬 | 0.28% | +354+3.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 12,336 | $447.5 萬 | 0.05% | −1,404−10.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 12,325 | $447.1 萬 | 0.17% | −225−1.8% | 減碼 |
| Hallmark Capital Management Inc | 12,320 | $446.9 萬 | 0.33% | −1,630−11.7% | 減碼 |
| North Star Investment Management Corp. | 12,313 | $446.7 萬 | 0.31% | +7+0.1% | 加碼 |
| FORA Capital, LLC | 12,311 | $446.6 萬 | 0.51% | +12,311 | 新進 |
| Sapient Capital LLC | 12,307 | $446.4 萬 | 0.09% | +94+0.8% | 加碼 |
| Alberta Investment Management Corp | 12,300 | $446.2 萬 | 0.03% | −2,900−19.1% | 減碼 |
| Trust Co of Vermont | 12,291 | $445.9 萬 | 0.22% | −454−3.6% | 減碼 |
| Jacobi Capital Management LLC | 12,267 | $445.0 萬 | 0.33% | −250−2.0% | 減碼 |
| Vista Investment Partners LLC | 12,206 | $442.8 萬 | 1.38% | −159−1.3% | 減碼 |
| Modus Advisors, LLC | 12,136 | $440.2 萬 | 1.38% | +79+0.7% | 加碼 |
| Old National Bancorp | 12,082 | $438.3 萬 | 0.10% | −160−1.3% | 減碼 |
| New Hampshire Trust | 12,048 | $437.1 萬 | 0.92% | +245+2.1% | 加碼 |
| CWA Asset Management Group, LLC | 12,030 | $436.4 萬 | 0.22% | +1,115+10.2% | 加碼 |
| OneAscent Financial Services LLC | 11,976 | $434.4 萬 | 0.37% | +805+7.2% | 加碼 |
| Prudential PLC | 11,958 | $433.8 萬 | 0.02% | −1,793−13.0% | 減碼 |
| Mather Group, LLC. | 11,956 | $433.7 萬 | 0.06% | −212−1.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 11,927 | $432.7 萬 | 0.35% | +519+4.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 11,916 | $432.3 萬 | 0.14% | −1,249−9.5% | 減碼 |
| Wetherby Asset Management Inc | 11,886 | $431.2 萬 | 0.21% | −425−3.5% | 減碼 |
| Secured Retirement Advisors, LLC | 11,836 | $429.4 萬 | 2.46% | +3,643+44.5% | 加碼 |
| Signaturefd, LLC | 11,691 | $424.1 萬 | 0.08% | −319−2.7% | 減碼 |
| Balyasny Asset Management LLC | 11,667 | $423.2 萬 | 0.01% | +7,057+153.1% | 加碼 |
| Regency Capital Management Inc. | 11,656 | $422.8 萬 | 2.29% | +504+4.5% | 加碼 |
| Buckingham Strategic Partners | 11,623 | $421.7 萬 | 0.07% | +3,544+43.9% | 加碼 |
| Creative Financial Designs Inc | 11,620 | $421.5 萬 | 0.34% | +384+3.4% | 加碼 |
| Argyle Capital Management Inc. | 11,559 | $419.3 萬 | 1.65% | +40+0.3% | 加碼 |
| Seizert Capital Partners, LLC | 11,544 | $418.8 萬 | 0.19% | −540−4.5% | 減碼 |
| Occidental Asset Management, LLC | 11,535 | $418.5 萬 | 0.65% | +615+5.6% | 加碼 |
| Trust Co of Toledo NA | 11,491 | $416.8 萬 | 0.55% | +1,000+9.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 11,469 | $416.1 萬 | 0.27% | −190−1.6% | 減碼 |
| MEMBERS Trust Co | 11,393 | $413.3 萬 | 0.14% | −75−0.7% | 減碼 |
| Spirit of America Management Corp | 11,390 | $413.2 萬 | 0.84% | −100−0.9% | 減碼 |
| Whitener Capital Management, Inc. | 11,354 | $411.9 萬 | 1.15% | −189−1.6% | 減碼 |
| Providence Wealth Advisors, LLC | 11,289 | $411.4 萬 | 3.11% | −416−3.6% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 11,290 | $409.6 萬 | 0.16% | −164−1.4% | 減碼 |
| Smith, Moore & Co. | 11,284 | $409.3 萬 | 0.37% | +164+1.5% | 加碼 |
| HITE Hedge Asset Management LLC | 11,177 | $405.5 萬 | 0.30% | +11,177 | 新進 |
| Kingsview Wealth Management, LLC | 11,159 | $404.8 萬 | 0.08% | −577−4.9% | 減碼 |
| Money Concepts Capital Corp | 11,111 | $403.1 萬 | 0.30% | +25+0.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 11,071 | $401.6 萬 | 0.06% | −173−1.5% | 減碼 |
| MWA Asset Management | 11,043 | $400.6 萬 | 2.66% | −196−1.7% | 減碼 |
| CPA Asset Management LLC | 11,009 | $399.4 萬 | 1.86% | 00.0% | 不變 |
| MV Capital Management, Inc. | 10,990 | $398.7 萬 | 0.43% | +277+2.6% | 加碼 |
| Focus Financial Network, Inc. | 10,931 | $396.5 萬 | 0.16% | −132−1.2% | 減碼 |
| Hudson Capital Management LLC | 10,895 | $395.2 萬 | 1.23% | +66+0.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 10,843 | $393.3 萬 | 0.17% | +237+2.2% | 加碼 |
| Whalerock Point Partners, LLC | 10,792 | $391.5 萬 | 0.91% | 00.0% | 不變 |
| Argent Trust Co | 10,788 | $391.3 萬 | 0.16% | +922+9.3% | 加碼 |
| Asset Management Group, Inc. | 10,771 | $390.7 萬 | 0.69% | +32+0.3% | 加碼 |
| Vestor Capital, LLC | 10,754 | $390.1 萬 | 0.30% | +67+0.6% | 加碼 |
| Boyd Watterson Asset Management LLC | 10,729 | $389.2 萬 | 1.08% | −30.0% | 減碼 |
| Pure Financial Advisors, Inc. | 10,699 | $388.1 萬 | 0.09% | +441+4.3% | 加碼 |
| Slow Capital, Inc. | 10,692 | $387.9 萬 | 0.55% | −1,093−9.3% | 減碼 |
| Graypoint LLC | 10,666 | $386.9 萬 | 0.23% | −42−0.4% | 減碼 |
| Mystic Asset Management, Inc. | 10,605 | $384.7 萬 | 1.03% | +290+2.8% | 加碼 |
| Verdence Capital Advisors LLC | 10,603 | $384.6 萬 | 0.31% | +2,131+25.2% | 加碼 |