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 13F 持有人
Caterpillar Inc 在 2023/9/30 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
- 2,409
- 較 2023 年第 2 季 +110 家
- 持有股數
- 3.56 億
- 較 2023 年第 2 季 −225.5 萬 (−0.6%)
- 總市值
- $973.3 億
- 較 2023 年第 2 季 +$94.2 億 (+10.7%)
- 新進機構
- 190
- 另有 911 家加碼
- 清倉機構
- 80
- 另有 903 家減碼
另有 30 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $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 |
2023 年第 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WestHill Financial Advisors, Inc. | 1,411 | $38.5 萬 | 0.11% | 00.0% | 不變 |
| Breakwater Capital Group | 1,666 | $38.6 萬 | 0.13% | +190+12.9% | 加碼 |
| Congress Park Capital LLC | 1,420 | $38.8 萬 | 0.22% | 00.0% | 不變 |
| Bender Robert & Associates | 1,422 | $38.8 萬 | 0.11% | 00.0% | 不變 |
| Invesco, LLC | 1,424 | $38.9 萬 | 0.20% | −24−1.7% | 減碼 |
| Sugarloaf Wealth Management, LLC | 1,427 | $39.0 萬 | 0.10% | +1+0.1% | 加碼 |
| Acas, LLC | 1,429 | $39.0 萬 | 0.48% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,429 | $39.0 萬 | 0.20% | +294+25.9% | 加碼 |
| Schulhoff & Co Inc | 1,430 | $39.0 萬 | 0.20% | −70−4.7% | 減碼 |
| TCG Advisory Services, LLC | 1,432 | $39.1 萬 | 0.06% | +190+15.3% | 加碼 |
| Nadler Financial Group, Inc. | 1,433 | $39.1 萬 | 0.06% | +47+3.4% | 加碼 |
| Capital CS Group, LLC | 1,437 | $39.2 萬 | 0.47% | +1,437 | 新進 |
| Mengis Capital Management, Inc. | 1,437 | $39.2 萬 | 0.08% | −101−6.6% | 減碼 |
| Signet Investment Advisory Group, Inc. | 1,440 | $39.3 萬 | 0.26% | 00.0% | 不變 |
| South Street Advisors LLC | 1,440 | $39.3 萬 | 0.08% | +230+19.0% | 加碼 |
| Connecticut Wealth Management, LLC | 1,440 | $39.3 萬 | 0.03% | +1,440 | 新進 |
| Ledyard National Bank | 1,447 | $39.5 萬 | 0.04% | −20−1.4% | 減碼 |
| Quent Capital, LLC | 1,448 | $39.5 萬 | 0.06% | +189+15.0% | 加碼 |
| WealthShield Partners, LLC | 1,449 | $39.6 萬 | 0.06% | +205+16.5% | 加碼 |
| First Community Trust NA | 1,450 | $39.6 萬 | 0.45% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 1,454 | $39.7 萬 | 0.16% | −139−8.7% | 減碼 |
| Uncommon Cents Investing LLC | 1,455 | $39.7 萬 | 0.15% | +1,455 | 新進 |
| Evanson Asset Management, LLC | 1,466 | $40.0 萬 | 0.04% | +1+0.1% | 加碼 |
| Planning Center, Inc. | 1,467 | $40.0 萬 | 0.10% | −51−3.4% | 減碼 |
| Hollencrest Capital Management | 1,467 | $40.1 萬 | 0.05% | −70−4.6% | 減碼 |
| Affinity Capital Advisors, LLC | 1,469 | $40.1 萬 | 0.11% | +3+0.2% | 加碼 |
| Acima Private Wealth, LLC | 1,473 | $40.2 萬 | 0.18% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 1,474 | $40.2 萬 | 0.28% | +78+5.6% | 加碼 |
| IMS Capital Management | 1,475 | $40.3 萬 | 0.24% | −125−7.8% | 減碼 |
| Excalibur Management Corp | 1,478 | $40.3 萬 | 0.21% | +75+5.3% | 加碼 |
| Goodwin Daniel L | 1,480 | $40.4 萬 | 0.20% | +440+42.3% | 加碼 |
| Warren Street Wealth Advisors, LLC | 1,482 | $40.5 萬 | 0.27% | +7+0.5% | 加碼 |
| TrinityPoint Wealth, LLC | 1,484 | $40.5 萬 | 0.08% | +1+0.1% | 加碼 |
| Strategic Equity Management | 1,491 | $40.7 萬 | 0.15% | +7+0.5% | 加碼 |
| Center For Asset Management LLC | 1,493 | $40.8 萬 | 0.41% | +1+0.1% | 加碼 |
| C2C Wealth Management, LLC | 1,505 | $40.8 萬 | 0.06% | 00.0% | 不變 |
| Tectonic Advisors LLC | 1,494 | $40.8 萬 | 0.04% | +5+0.3% | 加碼 |
| Chickasaw Capital Management LLC | 1,500 | $40.9 萬 | 0.02% | 00.0% | 不變 |
| Bell Bank | 1,500 | $41.0 萬 | 0.04% | −5−0.3% | 減碼 |
| Rbo & Co LLC | 1,500 | $41.0 萬 | 0.07% | 00.0% | 不變 |
| Bigelow Investment Advisors, LLC | 1,500 | $41.0 萬 | 0.24% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 1,500 | $41.0 萬 | 0.15% | +37+2.5% | 加碼 |
| Gallacher Capital Management LLC | 1,506 | $41.1 萬 | 0.26% | +1,506 | 新進 |
| Castle Rock Wealth Management, LLC | 1,549 | $41.2 萬 | 0.14% | +690+80.3% | 加碼 |
| Abacus Wealth Partners, LLC | 1,512 | $41.3 萬 | 0.13% | 00.0% | 不變 |
| RKL Wealth Management LLC | 1,513 | $41.3 萬 | 0.05% | −70−4.4% | 減碼 |
| Executive Wealth Management, LLC | 1,513 | $41.3 萬 | 0.04% | +348+29.9% | 加碼 |
| ISAM Funds (UK) Ltd | 1,516 | $41.4 萬 | 0.26% | −101−6.2% | 減碼 |
| Sandy Cove Advisors, LLC | 1,517 | $41.4 萬 | 0.24% | +234+18.2% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,518 | $41.4 萬 | 0.22% | +15+1.0% | 加碼 |
| Avestar Capital, LLC | 1,522 | $41.6 萬 | 0.06% | −52−3.3% | 減碼 |
| Grove Bank & Trust | 1,526 | $41.7 萬 | 0.08% | −100−6.2% | 減碼 |
| Firethorn Wealth Partners, LLC | 1,529 | $41.7 萬 | 0.32% | +6+0.4% | 加碼 |
| Burton Enright Welch | 1,532 | $41.8 萬 | 0.13% | 00.0% | 不變 |
| Sanchez Wealth Management Group | 1,534 | $41.9 萬 | 0.17% | −89−5.5% | 減碼 |
| N.E.W. Advisory Services LLC | 1,538 | $42.0 萬 | 0.06% | −217−12.4% | 減碼 |
| West Family Investments, Inc. | 1,539 | $42.0 萬 | 0.15% | 00.0% | 不變 |
| SAM Advisors, LLC | 1,540 | $42.0 萬 | 0.18% | 00.0% | 不變 |
| Prosperity Financial Group, Inc. | 1,540 | $42.0 萬 | 0.35% | +94+6.5% | 加碼 |
| CapWealth Advisors, LLC | 1,542 | $42.1 萬 | 0.05% | +373+31.9% | 加碼 |
| Peoples Bank | 1,544 | $42.2 萬 | 0.36% | +1,544 | 新進 |
| Richwood Investment Advisors, LLC | 1,545 | $42.2 萬 | 0.43% | 00.0% | 不變 |
| Coastwise Capital Group, LLC | 1,547 | $42.2 萬 | 0.48% | +405+35.5% | 加碼 |
| Charter Oak Capital Management, LLC | 1,547 | $42.2 萬 | 0.06% | +2+0.1% | 加碼 |
| Callan Family Office, LLC | 1,550 | $42.3 萬 | 0.11% | −145−8.6% | 減碼 |
| Smith Shellnut Wilson LLC | 1,550 | $42.3 萬 | 0.26% | 00.0% | 不變 |
| Mirador Capital Partners LP | 1,551 | $42.3 萬 | 0.10% | −4−0.3% | 減碼 |
| NewEdge Wealth, LLC | 1,551 | $42.3 萬 | 0.01% | −43−2.7% | 減碼 |
| Quantum Financial Advisors, LLC | 1,552 | $42.4 萬 | 0.12% | 00.0% | 不變 |
| LVW Advisors, LLC | 1,553 | $42.4 萬 | 0.09% | +158+11.3% | 加碼 |
| Bridgeworth, LLC | 1,553 | $42.4 萬 | 0.05% | +1,553 | 新進 |
| Regent Peak Wealth Advisors LLC | 1,561 | $42.6 萬 | 0.13% | +43+2.8% | 加碼 |
| Truadvice, LLC | 1,782 | $42.7 萬 | 0.17% | −306−14.7% | 減碼 |
| BCS Wealth Management | 1,566 | $42.8 萬 | 0.18% | +1,566 | 新進 |
| Meredith Wealth Planning | 1,569 | $42.8 萬 | 0.32% | −11−0.7% | 減碼 |
| Davidson Investment Advisors | 1,570 | $42.9 萬 | 0.03% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 1,570 | $42.9 萬 | 0.23% | −21−1.3% | 減碼 |
| Trust Co of Virginia | 1,573 | $42.9 萬 | 0.05% | 00.0% | 不變 |
| American Money Management, LLC | 1,573 | $42.9 萬 | 0.11% | −57−3.5% | 減碼 |
| Trustco Bank Corp N Y | 1,591 | $43.4 萬 | 0.49% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 1,593 | $43.5 萬 | 0.06% | +74+4.9% | 加碼 |
| Addison Advisors LLC | 1,595 | $43.5 萬 | 0.20% | +57+3.7% | 加碼 |
| Lazari Capital Management, Inc. | 1,598 | $43.6 萬 | 0.26% | +96+6.4% | 加碼 |
| WESCAP Management Group, Inc. | 1,600 | $43.7 萬 | 0.16% | 00.0% | 不變 |
| Icapital Wealth LLC | 1,600 | $43.7 萬 | 0.31% | 00.0% | 不變 |
| Wealth Alliance | 1,604 | $43.8 萬 | 0.07% | −18−1.1% | 減碼 |
| Vishria Bird Financial Group, LLC | 1,606 | $43.8 萬 | 0.25% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 1,608 | $43.9 萬 | 0.06% | −813−33.6% | 減碼 |
| Infrastructure Capital Advisors, LLC | 1,228 | $44.0 萬 | 0.08% | +1,228 | 新進 |
| Sunburst Financial Group, LLC | 1,615 | $44.1 萬 | 0.16% | −10−0.6% | 減碼 |
| Pacifica Partners Inc. | 1,691 | $44.1 萬 | 0.24% | +1,001+145.1% | 加碼 |
| Audent Global Asset Management, LLC | 1,618 | $44.2 萬 | 0.51% | −26−1.6% | 減碼 |
| Northern Oak Wealth Management Inc | 1,621 | $44.3 萬 | 0.06% | −75−4.4% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 1,621 | $44.3 萬 | 0.43% | 00.0% | 不變 |
| United Bank | 1,622 | $44.3 萬 | 0.06% | −850−34.4% | 減碼 |
| STAR Financial Bank | 1,622 | $44.3 萬 | 0.45% | −150−8.5% | 減碼 |
| Sweet Financial Partners, LLC | 1,623 | $44.3 萬 | 0.12% | −470−22.5% | 減碼 |
| Archford Capital Strategies, LLC | 1,625 | $44.4 萬 | 0.09% | −158−8.9% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 1,627 | $44.4 萬 | 0.03% | +234+16.8% | 加碼 |
| Camden National Bank | 1,630 | $44.5 萬 | 0.09% | 00.0% | 不變 |