跳到主要內容

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 3 季與 2023 年第 2 季比較

持有 Caterpillar Inc 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

CAT 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數2,329302,409+110
股數3.59 億38.4 萬3.56 億−225.5 萬 (−0.6%)
市值$880.0 億$9,456 萬$973.3 億+$94.2 億 (+10.7%)

30 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(190 家)

2023 年第 3 季季末持有 Caterpillar Inc、2023 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 190 家。

2023 年第 3 季新進 CAT 的機構
機構股數市值佔組合 %
First Republic Investment Management, Inc.373,157$1.02 億0.29%
Holocene Advisors, LP320,619$8,753 萬0.39%
Pictet Asset Management Holding SA246,609$6,732 萬0.08%
Parallax Volatility Advisers, L.P.114,402$3,123 萬1.10%
Wafra Inc.91,392$2,495 萬0.83%
Jupiter Asset Management Ltd90,593$2,473 萬0.27%
QRG Capital Management, Inc.88,824$2,425 萬0.42%
Kadensa Capital Ltd60,951$1,664 萬3.28%
Two Sigma Investments, LP59,659$1,629 萬0.05%
Verition Fund Management LLC33,711$920.3 萬0.12%
Jamison Private Wealth Management, Inc.33,397$911.7 萬1.89%
Envestnet Portfolio Solutions, Inc.32,245$880.3 萬0.04%
Scopus Asset Management, L.P.28,700$783.5 萬0.30%
Claudia M.P. Batlle, CRP (R) LLC26,799$731.6 萬2.44%
Granite Bay Wealth Management, LLC23,662$645.1 萬0.06%
Walleye Capital LLC22,251$607.5 萬0.09%
Tiaa Trust, National Association20,758$566.7 萬0.02%
Vident Advisory, LLC18,967$517.8 萬0.16%
Pearl River Capital, LLC18,922$516.6 萬0.81%
Artemis Investment Management LLP16,921$461.7 萬0.06%
Surience Private Wealth LLC13,198$360.3 萬6.98%
IMC-Chicago, LLC12,608$344.2 萬0.22%
Mizuho Markets Americas LLC12,061$329.3 萬0.12%
BCJ Capital Management, LLC11,597$316.6 萬0.29%
MWA Asset Management11,334$309.4 萬2.99%
GQG Partners LLC11,200$305.8 萬0.01%
NEOS Investment Management LLC11,085$302.6 萬0.39%
River Street Advisors LLC8,979$245.1 萬2.31%
Radnor Capital Management, LLC8,662$236.5 萬0.47%
Old Port Advisors8,393$229.1 萬0.83%
Strategic Investment Advisors8,387$229.0 萬0.38%
Stevens Capital Management LP8,374$228.6 萬0.66%
Truepoint, Inc.8,052$219.8 萬0.07%
Redwood Investment Management, LLC7,269$198.4 萬0.17%
Worth Asset Management, LLC7,084$193.4 萬1.56%
Caas Capital Management LP6,900$188.4 萬0.42%
NBC Securities, Inc.6,723$183.5 萬0.20%
Ramirez Asset Management, Inc.6,628$180.9 萬0.39%
Ibex Wealth Advisors6,591$179.9 萬0.46%
Fosun International Ltd5,188$141.6 萬0.23%
Wolff Financial Management LLC5,130$140.0 萬0.48%
Veracity Capital LLC4,276$116.7 萬0.54%
JW Asset Management, LLC4,024$109.9 萬0.48%
Syon Capital LLC3,959$108.1 萬0.13%
BlueCrest Capital Management Ltd3,668$100.1 萬0.16%
Delta Financial Group, Inc.3,547$96.8 萬0.33%
SS&H Financial Advisors, Inc.3,525$96.2 萬0.45%
Savoie Capital LLC3,465$94.6 萬0.25%
Retirement Guys Formula LLC3,304$90.2 萬0.63%
Concord Asset Management, LLC3,178$86.8 萬0.29%
Alphadyne Asset Management LP3,168$86.5 萬0.42%
Prosperitas Financial LLC3,152$86.1 萬0.67%
Provenance Wealth Advisors, LLC3,003$82.0 萬0.13%
Compass Ion Advisors, LLC2,950$80.5 萬0.14%
Threadgill Financial, LLC2,956$80.2 萬0.61%
Rogco, LP2,917$79.6 萬0.39%
CTC Alternative Strategies, Ltd.2,900$79.2 萬1.49%
Virtus ETF Advisers LLC2,900$79.2 萬0.48%
Fi3 FINANCIAL ADVISORS, LLC2,896$79.1 萬0.43%
Alpha DNA Investment Management LLC2,874$78.5 萬0.50%
First Command Advisory Services, Inc.2,816$76.9 萬0.01%
Friedenthal Financial2,751$75.1 萬0.51%
Mach-1 Financial Group, Inc.2,687$73.4 萬0.31%
Klingenstein Fields & Co LP2,639$72.0 萬0.04%
Granite Investment Partners, LLC2,542$69.4 萬0.03%
Northstar Advisory Group, LLC2,520$68.8 萬0.50%
IFG Advisory, LLC2,480$67.7 萬0.06%
Grandview Asset Management LLC2,461$67.2 萬0.39%
Eisler Capital (US) LLC2,431$66.4 萬0.24%
Balyasny Asset Management LLC2,221$60.6 萬0.00%
Bedel Financial Consulting Inc1,887$51.5 萬0.10%
Elwood & Goetz Wealth Advisory Group, LLC1,878$51.3 萬0.12%
Neo Ivy Capital Management1,760$48.0 萬0.21%
Relative Value Partners Group, LLC1,729$47.2 萬0.03%
DRW Securities, LLC1,722$47.0 萬0.04%
Banque Pictet & Cie SA1,700$46.4 萬0.01%
Infrastructure Capital Advisors, LLC1,228$44.0 萬0.08%
BCS Wealth Management1,566$42.8 萬0.18%
Bridgeworth, LLC1,553$42.4 萬0.05%
Peoples Bank1,544$42.2 萬0.36%
Gallacher Capital Management LLC1,506$41.1 萬0.26%
Uncommon Cents Investing LLC1,455$39.7 萬0.15%
Connecticut Wealth Management, LLC1,440$39.3 萬0.03%
Capital CS Group, LLC1,437$39.2 萬0.47%
Householder Group Estate & Retirement Specialist, LLC1,410$38.5 萬0.14%
Compton Wealth Advisory Group, LLC1,385$37.8 萬0.13%
AdvisorShares Investments LLC1,363$37.2 萬0.10%
Morningstar Investment Services LLC1,327$36.6 萬0.00%
Commerzbank Aktiengesellschaft1,322$36.1 萬0.02%
Forbes J M & Co LLP1,307$35.7 萬0.05%
Pinkerton Retirement Specialists, LLC1,261$34.4 萬0.07%
Crestone Asset Management LLC1,255$34.3 萬0.08%
Greenup Street Wealth Management LLC1,238$33.8 萬0.11%
Garrett Wealth Advisory Group, LLC1,227$33.5 萬0.15%
Blueprint Investment Partners LLC1,214$33.1 萬0.11%
Secure Asset Management, LLC1,174$32.0 萬0.10%
Migdal Insurance & Financial Holdings Ltd.1,160$31.7 萬0.01%
Kure Advisory, LLC1,139$31.1 萬0.18%
Childress Capital Advisors, LLC1,126$30.7 萬0.10%
Kolinsky Wealth Management, LLC1,097$29.9 萬0.30%

清倉機構(80 家)

2023 年第 2 季季末持有 Caterpillar Inc、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 CAT 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Connor, Clark & Lunn Investment Management Ltd.108,977$2,681 萬
Fullerton Fund Management Co Ltd.54,995$1,353 萬
Trexquant Investment LP43,224$1,064 萬
Andra AP-fonden39,800$979.3 萬
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD39,368$964.7 萬
Simplex Trading, LLC26,254$645.9 萬
Grantham, Mayo, Van Otterloo & Co. LLC26,189$644.4 萬
Veritable, L.P.25,354$623.8 萬
Kiwi Wealth Investments Limited Partnership22,454$552.5 萬
Teza Capital Management LLC18,418$453.2 萬
Bridgewater Associates, LP15,761$387.8 萬
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD13,932$341.4 萬
Susquehanna Fundamental Investments, LLC12,500$307.6 萬
Financial Sense Advisors, Inc.11,381$280.0 萬
Commonwealth Retirement Investments LLC11,259$277.0 萬
Ergoteles LLC10,758$264.7 萬
FIL Ltd9,215$226.7 萬
Emfo, LLC8,893$218.8 萬
Kempner Capital Management Inc.7,842$193.0 萬
Quantamental Technologies LLC6,300$155.0 萬
HBK Investments L P6,222$153.1 萬
Harvest Volatility Management LLC5,495$135.2 萬
Dynamic Technology Lab Private Ltd5,360$131.9 萬
Tempus Wealth Planning, LLC5,300$130.4 萬
K.J. Harrison & Partners Inc5,000$122.6 萬
Solidarilty Wealth, LLC4,774$117.5 萬
Duality Advisers, LP4,447$109.4 萬
Maverick Capital Ltd大師Maverick 資本4,148$102.1 萬
Sciencast Management LP4,012$99.0 萬
Vident Investment Advisory, LLC3,680$90.4 萬
Maven Securities LTD3,609$88.8 萬
Machina Capital S.A.S.3,509$86.3 萬
AM Squared Ltd3,000$73.8 萬
Arrowstreet Capital, Limited Partnership2,602$64.0 萬
XTX Topco Ltd2,304$56.7 萬
CTC LLC2,180$53.6 萬
Bayesian Capital Management, LP2,000$49.2 萬
FAI Wealth Management1,910$47.0 萬
Qsemble Capital Management, LP1,750$43.1 萬
Contravisory Investment Management, Inc.1,700$41.8 萬
Gsa Capital Partners LLP1,631$40.1 萬
Quantbot Technologies LP1,603$39.4 萬
Navellier & Associates Inc1,600$39.4 萬
Davis Investment Partners, LLC1,421$37.1 萬
Braun-Bostich & Associates Inc.1,498$36.9 萬
Brookfield Asset Management Inc.1,451$35.7 萬
Fox Run Management, L.L.C.1,451$35.7 萬
GFG Capital, LLC1,428$35.1 萬
GraniteShares Advisors LLC1,422$35.0 萬
TFB Advisors LLC1,357$33.4 萬
Laidlaw Wealth Management LLC1,322$32.5 萬
M Holdings Securities, Inc.1,279$31.5 萬
DuPont Capital Management Corp1,270$31.2 萬
Crewe Advisors LLC1,256$30.9 萬
Cordatus Wealth Management LLC1,235$30.4 萬
Corton Capital Inc.1,228$30.2 萬
Meridian Financial Partners LLC1,106$28.9 萬
Charles Schwab Investment Advisory, Inc.1,170$28.8 萬
CM Wealth Advisors LLC1,086$28.4 萬
Stelac Advisory Services LLC1,154$28.4 萬
Mizuho Securities Co. Ltd.1,100$27.1 萬
Gyroscope Capital Management Group, LLC1,000$24.6 萬
Deuterium Capital Management, LLC932$22.9 萬
Balboa Wealth Partners901$22.2 萬
TD Ameritrade Investment Management, LLC899$22.1 萬
ERTS Wealth Advisors, LLC885$21.8 萬
AlphaQ Advisors LLC867$21.3 萬
Cook Wealth Management Group LLC809$20.9 萬
NEIRG Wealth Management, LLC833$20.5 萬
First National Bank of Omaha826$20.3 萬
MRP Capital Investments, LLC510$12.5 萬
O'Dell Group, LLC315$7.74 萬
Fiduciary Alliance LLC272$6.69 萬
SkyView Investment Advisors, LLC151$3.70 萬
Arlington Partners LLC133$3.27 萬
Horan Securities, Inc.110$2.70 萬
Ridgewood Investments LLC99$2.44 萬
Gilder Gagnon Howe & Co LLC30$7,382
25 LLC4$1,024
PEAK6 Investments LLC3$684

尚未申報 2023 年第 3 季的機構(30 家)

2023 年第 2 季季末持有 Caterpillar Inc、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 CAT、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA251,240$6,182 萬
Tiaa, FSB20,480$503.9 萬
EA Series Trust19,186$472.1 萬
Kames Capital plc13,871$341.2 萬
44 Wealth Management LLC9,498$233.7 萬
McMillion Capital Management Inc9,481$233.3 萬
Kistler-Tiffany Companies, LLC9,404$231.4 萬
Thomas White International Ltd6,572$161.7 萬
Vigilant Capital Management, LLC6,442$158.5 萬
Financial Architects, Inc5,687$139.9 萬
US Asset Management LLC3,789$93.2 萬
Clarus Wealth Advisors3,320$81.4 萬
BFT Financial Group, LLC2,932$72.1 萬
First Command Bank2,743$67.5 萬
First Command Financial Services, Inc.2,743$67.5 萬
Sentinus, LLC2,710$66.7 萬
Intercontinental Wealth Advisors, LLC2,442$60.1 萬
Heron Financial Group, LLC2,217$54.5 萬
PFS Investments Inc.1,770$43.6 萬
BDO Wealth Advisors, LLC1,644$40.5 萬
Silicon Hills Wealth Management, LLC1,443$35.5 萬
Lumature Wealth Partners, LLC1,186$29.2 萬
First National Bank of South Miami842$20.7 萬
Endurance Wealth Management, Inc.664$16.3 萬
Ten Capital Wealth Advisors, LLC666$16.3 萬
Northwest Bank & Trust Co557$13.7 萬
BerganKDV Wealth Management, LLC450$11.1 萬
Coastal Capital Group, Inc.206$5.08 萬
First Capital Advisors Group, LLC.121$2.98 萬
Piershale Financial Group, Inc.25$6,151