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 |
|---|---|---|---|---|---|
| Kinloch Capital, LLC | 10,597 | $384.4 萬 | 1.93% | +262+2.5% | 加碼 |
| BNC Wealth Management, LLC | 10,574 | $383.6 萬 | 1.26% | +550+5.5% | 加碼 |
| Tritonpoint Wealth, LLC | 10,569 | $383.4 萬 | 0.35% | −142−1.3% | 減碼 |
| Legacy Financial Strategies, LLC | 10,653 | $383.3 萬 | 0.83% | −182−1.7% | 減碼 |
| BLB&B Advisors, LLC | 10,506 | $381.1 萬 | 0.19% | −438−4.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,492 | $380.6 萬 | 0.10% | +680+6.9% | 加碼 |
| Capital Investment Counsel, Inc | 10,480 | $380.2 萬 | 0.57% | −550−5.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 10,351 | $375.5 萬 | 0.05% | +566+5.8% | 加碼 |
| IFP Advisors, Inc | 10,343 | $375.2 萬 | 0.12% | +2,225+27.4% | 加碼 |
| Pensionmark Financial Group, LLC | 10,327 | $374.6 萬 | 0.10% | +6,315+157.4% | 加碼 |
| Monetary Management Group Inc | 10,227 | $371.0 萬 | 0.96% | 00.0% | 不變 |
| Investor's Fiduciary Advisor Network, LLC | 10,205 | $370.1 萬 | 1.42% | +10,205 | 新進 |
| Truvestments Capital LLC | 10,196 | $369.9 萬 | 0.95% | +366+3.7% | 加碼 |
| Evercore Wealth Management, LLC | 10,167 | $368.8 萬 | 0.06% | +194+1.9% | 加碼 |
| Profund Advisors LLC | 10,158 | $368.5 萬 | 0.13% | +203+2.0% | 加碼 |
| Gluskin Sheff & Assoc Inc | 10,153 | $368.3 萬 | 0.44% | −172−1.7% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 10,132 | $367.5 萬 | 0.27% | +701+7.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 10,108 | $366.7 萬 | 0.08% | −187−1.8% | 減碼 |
| Parallel Advisors, LLC | 10,096 | $366.3 萬 | 0.08% | +791+8.5% | 加碼 |
| NorthRock Partners, LLC | 10,071 | $365.3 萬 | 0.12% | −193−1.9% | 減碼 |
| Natixis | 10,055 | $364.8 萬 | 0.02% | −95,010−90.4% | 減碼 |
| Fisher Funds Management LTD | 10,023 | $364.0 萬 | 0.09% | +10,023 | 新進 |
| Oddo BHF Asset Management SAS | 9,996 | $362.6 萬 | 0.18% | +1,987+24.8% | 加碼 |
| Fidelis Capital Partners, LLC | 10,005 | $361.7 萬 | 0.36% | +1,321+15.2% | 加碼 |
| BTG Pactual Asset Management US LLC | 9,966 | $361.5 萬 | 0.47% | +6,571+193.5% | 加碼 |
| Ibex Wealth Advisors | 9,961 | $361.3 萬 | 0.43% | +8,959+894.1% | 加碼 |
| IHT Wealth Management, LLC | 9,937 | $360.5 萬 | 0.12% | −3,595−26.6% | 減碼 |
| Modern Wealth Management, LLC | 9,907 | $359.4 萬 | 0.13% | +1,060+12.0% | 加碼 |
| LMG Wealth Partners, LLC | 9,892 | $358.8 萬 | 0.78% | +68+0.7% | 加碼 |
| First Dallas Securities Inc. | 9,868 | $358.0 萬 | 1.46% | +21+0.2% | 加碼 |
| Cumberland Advisors Inc | 9,850 | $357.3 萬 | 1.43% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 9,849 | $357.3 萬 | 0.33% | −204−2.0% | 減碼 |
| Heritage Trust Co | 9,836 | $356.8 萬 | 0.42% | +9,836 | 新進 |
| Schnieders Capital Management LLC | 9,800 | $355.5 萬 | 0.70% | −105−1.1% | 減碼 |
| Nilsine Partners, LLC | 9,798 | $355.4 萬 | 0.38% | +346+3.7% | 加碼 |
| Waldron Private Wealth LLC | 9,794 | $355.3 萬 | 0.14% | +4,965+102.8% | 加碼 |
| RB Capital Management, LLC | 9,746 | $353.6 萬 | 0.83% | +183+1.9% | 加碼 |
| Mill Capital Management, LLC | 9,737 | $353.2 萬 | 0.28% | 00.0% | 不變 |
| Davidson Capital Management Inc. | 9,667 | $350.7 萬 | 0.92% | +354+3.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 9,656 | $350.3 萬 | 0.14% | +84+0.9% | 加碼 |
| SeaCrest Wealth Management, LLC | 9,632 | $349.4 萬 | 0.37% | +30+0.3% | 加碼 |
| Consolidated Capital Management, LLC | 9,620 | $349.0 萬 | 1.52% | −188−1.9% | 減碼 |
| Wellington Shields & Co., LLC | 9,608 | $348.5 萬 | 1.07% | 00.0% | 不變 |
| Ritholtz Wealth Management | 9,583 | $347.6 萬 | 0.10% | +1,940+25.4% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 9,557 | $346.7 萬 | 0.13% | +2,014+26.7% | 加碼 |
| Avitas Wealth Management LLC | 9,539 | $346.0 萬 | 0.48% | +75+0.8% | 加碼 |
| Mattern Wealth Management LLC | 9,478 | $343.8 萬 | 0.76% | +3,349+54.6% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,477 | $343.8 萬 | 0.72% | −792−7.7% | 減碼 |
| Finer Wealth Management, Inc. | 9,429 | $342.0 萬 | 1.96% | +86+0.9% | 加碼 |
| Brendel Financial Advisors LLC | 9,403 | $341.1 萬 | 2.06% | −491−5.0% | 減碼 |
| Palisade Asset Management, LLC | 9,382 | $340.3 萬 | 0.35% | −98−1.0% | 減碼 |
| Lifeworks Advisors, LLC | 9,380 | $340.3 萬 | 0.61% | +1,120+13.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 9,372 | $340.0 萬 | 0.16% | −2,073−18.1% | 減碼 |
| AlTi Global, Inc. | 9,155 | $339.9 萬 | 0.08% | +310+3.5% | 加碼 |
| Cambridge Advisors Inc. | 9,364 | $339.7 萬 | 0.76% | −60−0.6% | 減碼 |
| HBK Sorce Advisory LLC | 9,316 | $337.9 萬 | 0.10% | +88+1.0% | 加碼 |
| Hudock, Inc. | 9,311 | $337.8 萬 | 0.59% | −210−2.2% | 減碼 |
| Rothschild Investment LLC | 9,305 | $337.5 萬 | 0.22% | +979+11.8% | 加碼 |
| Family Management Corp | 9,538 | $337.4 萬 | 0.55% | +310+3.4% | 加碼 |
| WR Wealth Planners, LLC | 9,285 | $336.8 萬 | 1.08% | −304−3.2% | 減碼 |
| 1st Source Bank | 9,259 | $335.9 萬 | 0.19% | −23−0.2% | 減碼 |
| Caldwell Sutter Capital, Inc. | 9,258 | $335.9 萬 | 1.56% | −109−1.2% | 減碼 |
| PFG Advisors | 9,236 | $335.1 萬 | 0.21% | −646−6.5% | 減碼 |
| Concord Wealth Partners | 9,236 | $335.0 萬 | 0.55% | −58−0.6% | 減碼 |
| First National Bank & Trust Co of Newtown | 9,232 | $334.9 萬 | 0.70% | −357−3.7% | 減碼 |
| Aire Advisors, LLC | 9,217 | $334.3 萬 | 0.69% | +105+1.2% | 加碼 |
| Cannon Advisors, Inc. | 9,215 | $334.3 萬 | 2.84% | −261−2.8% | 減碼 |
| Panagora Asset Management Inc | 9,199 | $333.7 萬 | 0.02% | −33,103−78.3% | 減碼 |
| Buckley Wealth Management, LLC | 9,190 | $333.4 萬 | 1.02% | −157−1.7% | 減碼 |
| Zhang Financial LLC | 9,158 | $332.2 萬 | 0.19% | +736+8.7% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 9,154 | $332.1 萬 | 0.20% | −180−1.9% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 9,125 | $331.0 萬 | 1.09% | +9,125 | 新進 |
| L2 Asset Management, LLC | 9,097 | $330.0 萬 | 0.72% | +137+1.5% | 加碼 |
| Global Trust Asset Management, LLC | 9,090 | $329.8 萬 | 1.25% | −307−3.3% | 減碼 |
| V-Square Quantitative Management LLC | 9,008 | $326.8 萬 | 0.46% | +68+0.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 8,975 | $325.6 萬 | 0.30% | −30−0.3% | 減碼 |
| South Dakota Investment Council | 8,964 | $325.2 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 8,951 | $324.7 萬 | 1.23% | −517−5.5% | 減碼 |
| Raiffeisen Bank International AG | 8,927 | $324.0 萬 | 0.05% | +8,927 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 8,916 | $323.4 萬 | 1.97% | −427−4.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 8,902 | $322.9 萬 | 0.06% | −6−0.1% | 減碼 |
| Weaver Capital Management LLC | 8,831 | $320.3 萬 | 0.90% | +2,819+46.9% | 加碼 |
| Westpac Banking Corp | 8,767 | $318.0 萬 | 0.21% | +193+2.3% | 加碼 |
| Cullen Investment Group, Ltd. | 8,763 | $317.9 萬 | 0.47% | +53+0.6% | 加碼 |
| Daymark Wealth Partners, LLC | 128,418 | $317.4 萬 | 0.13% | +580.0% | 加碼 |
| Hennessy Advisors Inc | 8,600 | $312.0 萬 | 0.09% | −500−5.5% | 減碼 |
| Qtron Investments LLC | 8,587 | $311.5 萬 | 0.44% | 00.0% | 不變 |
| GAMMA Investing LLC | 8,566 | $310.7 萬 | 0.26% | +586+7.3% | 加碼 |
| Naviter Wealth, LLC | 8,537 | $309.7 萬 | 0.37% | +2,787+48.5% | 加碼 |
| Ti-Trust, Inc | 8,536 | $309.7 萬 | 2.07% | −156−1.8% | 減碼 |
| Smith, Salley & Associates | 8,524 | $309.2 萬 | 0.20% | −20−0.2% | 減碼 |
| River Street Advisors LLC | 8,522 | $309.1 萬 | 1.58% | −570−6.3% | 減碼 |
| Gould Capital, LLC | 8,521 | $309.1 萬 | 2.15% | −156−1.8% | 減碼 |
| Abn Amro Investment Solutions | 8,499 | $308.3 萬 | 0.06% | −12−0.1% | 減碼 |
| Clune & Associates, Ltd. | 8,497 | $308.3 萬 | 1.02% | +8,497 | 新進 |
| Ballentine Partners, LLC | 8,486 | $307.9 萬 | 0.05% | +125+1.5% | 加碼 |
| Shell Asset Management Co | 8,467 | $307.1 萬 | 0.13% | +4,089+93.4% | 加碼 |
| Private Trust Co NA | 8,453 | $306.6 萬 | 0.31% | +422+5.3% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,417 | $305.3 萬 | 1.07% | +6+0.1% | 加碼 |
| Banque Transatlantique SA | 8,436 | $304.5 萬 | 0.08% | +8,436 | 新進 |