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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。

2023 年第 1 季與 2022 年第 4 季比較

持有 Caterpillar Inc 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

CAT 的 13F 持有人：2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數2,287512,284+48
股數3.64 億93.3 萬3.90 億+2,729 萬 (+7.5%)
市值$871.4 億$2.20 億$826.2 億−$43.0 億 (−4.9%)

51 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（165 家）

2023 年第 1 季季末持有 Caterpillar Inc、2022 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 165 家。

2023 年第 1 季新進 CAT 的機構
機構股數市值佔組合 %
Hudson Bay Capital Management LP750,000$1.72 億1.87%
Massachusetts Financial Services Co676,452$1.55 億0.05%
Qube Research & Technologies Ltd478,736$1.10 億0.63%
Eisler Capital (UK) Ltd.133,023$3,044 萬2.63%
Chiron Investment Management, LLC122,640$2,806 萬5.06%
Edgar Lomax Co111,810$2,559 萬1.65%
Jupiter Asset Management Ltd90,752$2,076 萬0.29%
Jacobs Levy Equity Management, Inc90,057$2,061 萬0.13%
Railway Pension Investments Ltd84,900$1,943 萬0.20%
Ariose Capital Management Ltd54,000$1,236 萬4.70%
Trexquant Investment LP44,701$1,023 萬0.28%
Aquatic Capital Management LLC42,200$965.7 萬0.60%
Marvin & Palmer Associates Inc40,427$925.1 萬4.66%
Stillwater Capital Advisors, LLC40,083$917.3 萬1.78%
Freemont Management S.A.40,000$915.4 萬1.35%
Cornerstone Advisors, LLC40,000$915.4 萬0.42%
Tudor Investment Corp Et Al39,401$901.7 萬0.17%
MainStreet Investment Advisors LLC38,833$888.7 萬0.98%
ClariVest Asset Management LLC37,280$853.2 萬0.38%
Point72 Middle East FZE35,461$811.5 萬0.46%
Brookfield Asset Management Inc.31,478$720.3 萬0.03%
Quadrature Capital Ltd25,430$581.7 萬0.16%
Cartenna Capital, LP25,000$572.1 萬1.08%
Sentry LLC23,483$537.4 萬1.26%
Caas Capital Management LP22,270$509.6 萬1.65%
Gateway Advisory, LLC17,498$400.4 萬0.89%
Resolute Wealth Strategies, LLC16,807$384.6 萬3.27%
Virtu Financial LLC16,680$381.7 萬0.41%
Canandaigua National Bank & Trust Co16,181$370.3 萬0.62%
Perpetual Ltd15,468$354.0 萬0.03%
Occudo Quantitative Strategies LP14,471$331.2 萬0.30%
Brendel Financial Advisors LLC13,641$312.2 萬2.31%
Quantbot Technologies LP13,277$303.8 萬0.22%
Readystate Asset Management LP13,080$299.3 萬0.37%
Arrowstreet Capital, Limited Partnership12,787$292.6 萬0.00%
Twinbeech Capital LP11,230$257.0 萬0.05%
Vinva Investment Management Ltd10,935$245.5 萬0.21%
AustralianSuper Pty Ltd10,324$236.3 萬0.02%
Symmetry Investments LP10,032$229.6 萬1.10%
Global Wealth Management Investment Advisory, Inc.9,910$226.8 萬0.68%
Westwood Management Corp9,300$212.8 萬0.27%
Atomi Financial Group, Inc.9,241$211.5 萬1.18%
Nilsine Partners, LLC8,875$203.1 萬0.32%
Seven Eight Capital, LP8,584$196.4 萬0.41%
Tradewinds, LLC.8,037$183.9 萬1.11%
Nippon Life Global Investors Americas, Inc.7,820$179.0 萬0.11%
Natixis7,091$162.3 萬0.01%
Eagle Asset Management Inc6,723$153.8 萬0.01%
Empower Advisory Group, LLC6,462$148.5 萬0.01%
WBH Advisory Inc6,305$144.3 萬0.18%
CM Wealth Advisors LLC6,557$142.5 萬0.28%
Titleist Asset Management, LLC6,151$140.8 萬0.30%
Imprint Wealth LLC6,132$140.3 萬0.92%
Dorsey Wright & Associates5,858$134.1 萬0.41%
Kula Investments, LLC5,514$126.2 萬0.31%
Cookson Peirce & Co Inc5,362$122.7 萬0.08%
Cottage Street Advisors LLC4,911$112.4 萬0.87%
Little House Capital LLC4,661$106.7 萬0.50%
Pinnacle West Asset Management, Inc.4,610$105.5 萬1.10%
Allen Capital Group, LLC4,578$104.8 萬0.20%
Engineers Gate Manager LP4,569$104.6 萬0.04%
Twin Tree Management, LP4,545$104.0 萬0.03%
Veracity Capital LLC4,332$99.1 萬0.46%
Naviter Wealth, LLC4,322$98.9 萬0.35%
Carson Advisory Inc.4,261$97.5 萬0.87%
Point72 Asset Management, L.P.4,201$96.1 萬0.00%
GPS Wealth Strategies Group, LLC4,092$93.6 萬0.19%
IAM Advisory, LLC4,052$92.7 萬0.32%
WealthTrust Asset Management, LLC4,005$91.7 萬0.87%
BFSG, LLC3,799$86.9 萬0.16%
Ostrum Asset Management3,680$84.2 萬0.07%
Legacy Capital Group California, Inc.3,573$81.8 萬0.40%
Abn Amro Investment Solutions3,469$79.4 萬0.02%
EHP Funds Inc.3,450$78.9 萬0.17%
USA Financial Portformulas Corp3,323$76.0 萬1.23%
V-Square Quantitative Management LLC3,253$74.4 萬0.69%
Oak Thistle LLC3,232$74.0 萬0.44%
Berkshire Asset Management LLC2,969$67.9 萬0.04%
Truadvice, LLC3,089$67.6 萬0.27%
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group2,932$67.1 萬0.39%
BFT Financial Group, LLC2,909$66.6 萬0.10%
Granite FO LLC3,000$65.6 萬0.40%
Disciplined Equity Management, Inc.2,848$65.2 萬0.55%
Cornerstone Wealth Management, LLC2,820$64.5 萬0.06%
Fifth Third Wealth Advisors LLC2,803$64.1 萬1.19%
ABN AMRO Bank N.V.2,759$63.4 萬0.01%
Fidelis Capital Partners, LLC2,910$62.6 萬0.27%
Blueshift Asset Management, LLC2,694$61.6 萬0.26%
Y-Intercept (Hong Kong) Ltd2,683$61.4 萬0.07%
Desjardins Global Asset Management Inc.2,637$60.3 萬0.08%
Dark Forest Capital Management LP2,442$55.9 萬0.13%
Lombard Odier Asset Management (USA) Corp2,382$54.5 萬0.09%
HRT Financial LP2,253$51.5 萬0.01%
Beverly Hills Private Wealth, LLC2,163$49.5 萬0.15%
Qsemble Capital Management, LP2,150$49.2 萬0.33%
Householder Group Estate & Retirement Specialist, LLC2,107$48.2 萬0.18%
Washburn Capital Management, Inc.1,945$44.5 萬0.38%
Donoghue Forlines LLC1,944$44.5 萬0.16%
1620 Investment Advisors, Inc.1,927$44.1 萬0.53%
NovaPoint Capital, LLC1,838$42.1 萬0.17%

清倉機構（117 家）

2022 年第 4 季季末持有 Caterpillar Inc、2023 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 117 家。

2023 年第 1 季清倉 CAT 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
GQG Partners LLC339,252$8,127 萬
Balyasny Asset Management LLC274,003$6,564 萬
Parallax Volatility Advisers, L.P.167,290$4,008 萬
ExodusPoint Capital Management, LP82,336$1,972 萬
Duquesne Family Office LLC大師杜肯家族辦公室63,800$1,528 萬
Mizuho Markets Americas LLC62,219$1,491 萬
McRae Capital Management Inc41,143$985.6 萬
Group One Trading, L.P.39,115$937.0 萬
Gladius Capital Management LP36,000$862.4 萬
Barometer Capital Management Inc.26,961$642.8 萬
FORA Capital, LLC20,336$487.2 萬
Mark Asset Management LP19,769$473.6 萬
Arabesque Asset Management Ltd11,771$282.0 萬
Icon Advisers Inc10,025$240.2 萬
Caisse de Depot Et Placement du Quebec9,909$237.4 萬
Moore Capital Management, LP8,576$205.4 萬
Magnetar Financial LLC7,498$179.6 萬
Winton Group Ltd6,942$166.3 萬
Alpha DNA Investment Management LLC5,732$137.3 萬
Interval Partners, LP5,150$123.4 萬
Blackhawk Capital Partners LLC.5,027$120.4 萬
Mitchell Sinkler & Starr4,980$119.3 萬
Q3 Asset Management4,830$115.7 萬
Graham Capital Management, L.P.4,004$95.9 萬
Caption Management, LLC4,000$95.8 萬
AlphaStar Capital Management, LLC3,999$95.8 萬
XR Securities LLC3,970$95.1 萬
Rational Advisors LLC3,963$94.9 萬
Altman Advisors, Inc.3,383$84.8 萬
Friedenthal Financial3,380$81.0 萬
Banco BTG Pactual S.A.3,205$76.8 萬
Core Wealth Partners LLC3,450$70.4 萬
Saxon Interests, Inc.2,456$60.6 萬
Chimera Capital Management LLC2,268$54.3 萬
Riverwater Partners LLC2,207$52.9 萬
Mason Investment Advisory Services, Inc.2,130$51.0 萬
O'Neil Global Advisors, Inc.2,075$49.7 萬
Echo Street Capital Management LLC2,003$48.0 萬
XTX Topco Ltd1,998$47.9 萬
Edge Wealth Management LLC2,000$47.7 萬
CPR Investments Inc.1,888$45.2 萬
Boston Common Asset Management, LLC1,881$45.1 萬
Tobam1,735$41.6 萬
Fluent Financial, LLC1,669$40.0 萬
TriaGen Wealth Management LLC1,556$37.3 萬
Moreno Evelyn V1,550$37.1 萬
West Family Investments, Inc.1,539$36.9 萬
Strategic Financial Services, Inc,1,531$36.7 萬
Premier Asset Management LLC1,418$34.0 萬
Annex Advisory Services, LLC1,357$32.5 萬
Pinkerton Retirement Specialists, LLC1,312$31.4 萬
Next Level Private LLC1,220$30.1 萬
NBW Capital LLC1,201$28.8 萬
FMB Wealth Management1,170$28.0 萬
TCWP LLC1,168$28.0 萬
Altus Wealth Group LLC1,130$27.1 萬
Redmont Wealth Advisors LLC1,100$26.4 萬
Childress Capital Advisors, LLC1,068$25.6 萬
BlackDiamond Wealth Management Inc.1,003$25.1 萬
Maven Securities LTD1,044$25.0 萬
Ascent Group, LLC1,035$24.8 萬
Sterling Manor Financial, LLC1,034$24.8 萬
Wexford Capital LP1,022$24.5 萬
Payden & Rygel1,000$24.0 萬
University of Texas/Texas Am Investment Managment Co1,000$24.0 萬
Capital Group Private Client Services, Inc.995$23.8 萬
Gries Financial LLC984$23.6 萬
Vigilare Wealth Management975$23.4 萬
Crown Wealth Group, LLC970$23.2 萬
MGO Private Wealth, LLC969$23.2 萬
Grant/GrossMendelsohn, LLC931$23.2 萬
Calton & Associates, Inc.966$23.1 萬
First National Bank of Omaha962$23.1 萬
Secure Asset Management, LLC942$22.6 萬
Capital City Trust Co933$22.4 萬
Aveo Capital Partners, LLC932$22.3 萬
Verus Financial Partners, Inc.884$22.3 萬
Blodgett Wealth Advisors, LLC902$21.6 萬
Farmers & Merchants Trust Co of Long Beach894$21.4 萬
SYSTM Wealth Solutions LLC888$21.3 萬
WealthBridge Capital Management, LLC888$21.3 萬
J. Goldman & Co LP877$21.0 萬
Telemus Capital, LLC842$21.0 萬
Legacy Financial Group, Inc.854$20.5 萬
West Michigan Advisors, LLC852$20.4 萬
Paces Ferry Wealth Advisors, LLC846$20.3 萬
Smallwood Wealth Investment Management, LLC845$20.2 萬
KC Investment Advisors, LLC844$20.2 萬
Requisite Capital Management, LLC842$20.2 萬
Encompass Wealth Advisors, LLC841$20.1 萬
Gemmer Asset Management LLC839$20.1 萬
Fiera Capital Corp837$20.1 萬
MinichMacGregor Wealth Management, LLC757$18.1 萬
WFA of San Diego, LLC582$13.9 萬
Fiduciary Alliance LLC551$13.2 萬
My Personal CFO, LLC465$11.1 萬
Rowland & Co Investment Counsel431$10.3 萬
Madden Securities Corp390$9.34 萬
Coppell Advisory Solutions LLC358$8.58 萬
Coppell Advisory Solutions Corp.358$8.58 萬

尚未申報 2023 年第 1 季的機構（51 家）

2022 年第 4 季季末持有 Caterpillar Inc、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2022 年第 4 季持有 CAT、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Rothschild & Co Asset Management US Inc.397,154$9,514 萬
Gibson Wealth Advisors LLC157,500$3,429 萬
Comerica Bank82,807$2,122 萬
Gofen & Glossberg LLC61,590$1,475 萬
Allstate Investment Management Co19,591$469.3 萬
Mathes Company, Inc.18,128$454.3 萬
Sargent Bickham Lagudis LLC18,864$451.9 萬
Bank of the West18,475$442.6 萬
Canandaigua National Corp16,571$397.0 萬
Burleson & Company, LLC13,909$333.2 萬
Trustcore Financial Services, LLC13,704$328.3 萬
Pendal Group Limited13,368$320.2 萬
ARGI Investment Services, LLC7,712$184.8 萬
Laurel Wealth Advisors, Inc.7,697$184.4 萬
Boenning & Scattergood, Inc.7,881$175.6 萬
Probity Advisors, Inc.7,093$169.9 萬
Personal Capital Advisors Corp6,190$148.3 萬
Titleist Asset Management, Ltd.6,101$146.2 萬
Gamble Jones Investment Counsel5,018$120.2 萬
CoreCap Advisors, LLC4,404$105.5 萬
Seeyond4,169$99.9 萬
Claraphi Advisory Network, LLC3,612$86.5 萬
Zeke Capital Advisors, LLC2,712$65.0 萬
First Citizens Financial Corp2,415$57.9 萬
Regent Investment Management LLC2,400$57.5 萬
Hotaling Investment Management, LLC2,342$56.1 萬
Lehman & Derafelo Financial Resources LLC2,197$52.6 萬
Perpetual Investment Management Ltd2,100$50.3 萬
Axiom Investment Management LLC1,699$40.7 萬
Sanford Advisory Services, LLC1,569$37.6 萬
YorkBridge Wealth Partners, LLC1,341$32.1 萬
St Germain D J Co Inc7,220$28.7 萬
Marotta Asset Management1,192$28.6 萬
Gallagher Benefit Services, Inc.1,146$27.5 萬
F3Logic, LLC1,146$27.5 萬
Selective Wealth Management, Inc.1,059$26.4 萬
S.C. Financial Services, Inc.1,101$26.4 萬
Bennicas & Associates, Inc.1,050$25.2 萬
Security National Bank of Sioux City Iowa989$23.7 萬
CFO4Life, L.P.988$23.7 萬
Tyler-Stone Wealth Management978$23.4 萬
Capital Directions Investment Advisors, LLC928$22.2 萬
Keystone Financial Group921$22.1 萬
Spartan Planning & Wealth Management915$21.9 萬
Apella Capital, LLC838$20.1 萬
Heritage Wealth Management, LLC776$18.6 萬
Glass Jacobson Investment Advisors llc663$15.9 萬
Cornerstone Planning Group LLC344$8.47 萬
Moser Wealth Advisors, LLC220$5.27 萬
Sanctuary Wealth Management, L.L.C.20$4,791
Semmax Financial Advisors Inc.5$1,000