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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 1,937 | $52.9 萬 | 0.15% | −1,389−41.8% | 減碼 |
| Core Alternative Capital | 1,948 | $53.2 萬 | 0.08% | −250−11.4% | 減碼 |
| Options Solutions, LLC | 1,950 | $53.2 萬 | 0.61% | −50−2.5% | 減碼 |
| Centurion Wealth Management LLC | 1,951 | $53.3 萬 | 0.26% | −21−1.1% | 減碼 |
| Loomis Sayles & Co L P | 1,951 | $53.3 萬 | 0.00% | −453−18.8% | 減碼 |
| Aft, Forsyth & Company, Inc. | 1,960 | $53.5 萬 | 0.39% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 1,967 | $53.7 萬 | 0.18% | −594−23.2% | 減碼 |
| Patten Group, Inc. | 1,971 | $53.8 萬 | 0.16% | −49−2.4% | 減碼 |
| Capital Square, LLC | 2,090 | $54.2 萬 | 0.73% | −2−0.1% | 減碼 |
| Cooper/Haims Advisors, LLC | 1,992 | $54.4 萬 | 0.42% | −18−0.9% | 減碼 |
| Lester Murray Antman dba SimplyRich | 1,996 | $54.4 萬 | 0.26% | 00.0% | 不變 |
| Atlantic Trust, LLC | 1,998 | $54.5 萬 | 0.18% | +80+4.2% | 加碼 |
| Bienville Capital Management, LLC | 2,000 | $54.6 萬 | 0.17% | 00.0% | 不變 |
| Burns J W & Co Inc | 2,000 | $54.6 萬 | 0.09% | 00.0% | 不變 |
| Cito Capital Group, LLC | 2,000 | $54.6 萬 | 0.26% | 00.0% | 不變 |
| First American Bank | 2,009 | $54.8 萬 | 0.05% | +25+1.3% | 加碼 |
| Townsend Asset Management Corp | 2,015 | $55.0 萬 | 0.28% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 2,020 | $55.2 萬 | 0.04% | 00.0% | 不變 |
| Stokes Family Office, LLC | 2,023 | $55.2 萬 | 0.06% | +406+25.1% | 加碼 |
| VisionPoint Advisory Group, LLC | 2,034 | $55.5 萬 | 0.24% | +244+13.6% | 加碼 |
| Berger Financial Group, Inc | 2,050 | $56.0 萬 | 0.06% | −36−1.7% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 2,050 | $56.0 萬 | 0.28% | 00.0% | 不變 |
| Nwam LLC | 2,054 | $56.1 萬 | 0.06% | −1,612−44.0% | 減碼 |
| Olistico Wealth, LLC | 2,060 | $56.2 萬 | 0.50% | −300−12.7% | 減碼 |
| AF Advisors, Inc. | 2,060 | $56.2 萬 | 0.18% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 2,062 | $56.3 萬 | 0.19% | +16+0.8% | 加碼 |
| Fulton Breakefield Broenniman LLC | 2,064 | $56.3 萬 | 0.05% | −675−24.6% | 減碼 |
| Martin Capital Advisors, LLP | 2,065 | $56.4 萬 | 0.55% | +150+7.8% | 加碼 |
| Atlas Private Wealth Management | 2,066 | $56.4 萬 | 0.30% | +10.0% | 加碼 |
| Operose Advisors LLC | 2,066 | $56.4 萬 | 0.22% | +473+29.7% | 加碼 |
| Tarbox Family Office, Inc. | 2,071 | $56.5 萬 | 0.12% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 2,072 | $56.7 萬 | 0.27% | −1,433−40.9% | 減碼 |
| GHP Investment Advisors, Inc. | 2,118 | $56.8 萬 | 0.03% | 00.0% | 不變 |
| Bensler, LLC | 2,084 | $56.9 萬 | 0.11% | +98+4.9% | 加碼 |
| Camden Capital, LLC | 2,089 | $57.0 萬 | 0.07% | +138+7.1% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 2,092 | $57.1 萬 | 0.15% | +30+1.5% | 加碼 |
| Arcus Capital Partners, LLC | 2,093 | $57.2 萬 | 0.18% | +2+0.1% | 加碼 |
| Edgestream Partners, L.P. | 2,098 | $57.3 萬 | 0.05% | −2,078−49.8% | 減碼 |
| McBroom & Associates, LLC | 2,104 | $57.4 萬 | 0.46% | +4+0.2% | 加碼 |
| Morningstar Investment Management LLC | 2,107 | $57.5 萬 | 0.08% | 00.0% | 不變 |
| Home Federal Bank of Tennessee | 2,109 | $57.6 萬 | 0.21% | −10.0% | 減碼 |
| REDW Wealth LLC | 2,110 | $57.6 萬 | 0.18% | +90+4.5% | 加碼 |
| Corundum Group, Inc. | 2,116 | $57.8 萬 | 0.33% | −597−22.0% | 減碼 |
| WFA of San Diego, LLC | 2,118 | $57.8 萬 | 0.60% | −200−8.6% | 減碼 |
| Total Investment Management Inc | 2,124 | $58.0 萬 | 0.08% | +66+3.2% | 加碼 |
| First Financial Corp | 2,133 | $58.2 萬 | 0.34% | −8−0.4% | 減碼 |
| First Commonwealth Financial Corp | 2,134 | $58.3 萬 | 0.19% | +12+0.6% | 加碼 |
| Source Financial Advisors LLC | 2,135 | $58.3 萬 | 0.20% | +14+0.7% | 加碼 |
| MSH Capital Advisors LLC | 2,137 | $58.3 萬 | 0.23% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 2,137 | $58.3 萬 | 0.12% | −155−6.8% | 減碼 |
| Buck Wealth Strategies, LLC | 2,137 | $58.4 萬 | 0.23% | +1,878+725.1% | 加碼 |
| Woodmont Investment Counsel LLC | 2,138 | $58.4 萬 | 0.06% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 2,139 | $58.4 萬 | 0.05% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 2,148 | $58.6 萬 | 0.07% | +400+22.9% | 加碼 |
| American Trust | 2,150 | $58.7 萬 | 0.05% | −930−30.2% | 減碼 |
| NCM Capital Management, LLC | 2,155 | $58.8 萬 | 0.42% | −50−2.3% | 減碼 |
| Lakeview Capital Partners, LLC | 2,155 | $58.8 萬 | 0.11% | −10.0% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 2,159 | $58.9 萬 | 0.04% | +458+26.9% | 加碼 |
| Goepper Burkhardt LLC | 2,160 | $59.0 萬 | 0.36% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 2,166 | $59.1 萬 | 0.36% | +4+0.2% | 加碼 |
| Garner Asset Management Corp | 2,176 | $59.4 萬 | 0.36% | −20−0.9% | 減碼 |
| Segment Wealth Management, LLC | 2,179 | $59.5 萬 | 0.06% | +10.0% | 加碼 |
| Summit Financial Strategies, Inc. | 2,179 | $59.5 萬 | 0.11% | 00.0% | 不變 |
| Callan Capital, LLC | 2,181 | $59.5 萬 | 0.06% | +231+11.8% | 加碼 |
| Fiduciary Group LLC | 2,196 | $60.0 萬 | 0.08% | 00.0% | 不變 |
| Full Sail Capital, LLC | 2,198 | $60.0 萬 | 0.05% | −250−10.2% | 減碼 |
| Tolleson Wealth Management, Inc. | 2,200 | $60.1 萬 | 0.14% | 00.0% | 不變 |
| Athena Investment Management | 2,203 | $60.1 萬 | 0.43% | −105−4.5% | 減碼 |
| Guardian Wealth Advisors, LLC | 2,211 | $60.4 萬 | 0.10% | +51+2.4% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,212 | $60.4 萬 | 0.04% | −69−3.0% | 減碼 |
| Intrust Bank NA | 2,213 | $60.4 萬 | 0.08% | +77+3.6% | 加碼 |
| Derbend Asset Management | 2,217 | $60.5 萬 | 0.41% | +11+0.5% | 加碼 |
| Balyasny Asset Management LLC | 2,221 | $60.6 萬 | 0.00% | +2,221 | 新進 |
| Platform Technology Partners | 2,223 | $60.7 萬 | 0.28% | −37−1.6% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 2,227 | $60.8 萬 | 0.43% | 00.0% | 不變 |
| 626 Financial, LLC | 2,228 | $60.8 萬 | 0.41% | −56−2.5% | 減碼 |
| Astoria Portfolio Advisors LLC. | 2,510 | $60.9 萬 | 0.29% | −121−4.6% | 減碼 |
| Cypress Asset Management Inc | 2,235 | $61.0 萬 | 0.20% | +100+4.7% | 加碼 |
| PDS Planning, Inc | 2,243 | $61.2 萬 | 0.08% | +39+1.8% | 加碼 |
| New Republic Capital, LLC | 2,245 | $61.3 萬 | 0.50% | +527+30.7% | 加碼 |
| L2 Asset Management, LLC | 323 | $61.3 萬 | 0.29% | −2,344−87.9% | 減碼 |
| RE Dickinson Investment Advisors, LLC | 2,250 | $61.4 萬 | 0.43% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 2,250 | $61.4 萬 | 0.05% | +90+4.2% | 加碼 |
| TBH Global Asset Management, LLC | 2,254 | $61.5 萬 | 0.12% | −24−1.1% | 減碼 |
| Stonebridge Capital Advisors LLC | 2,261 | $61.7 萬 | 0.07% | +163+7.8% | 加碼 |
| Aberdeen Wealth Management LLC | 2,262 | $61.7 萬 | 0.47% | −70−3.0% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,521 | $61.7 萬 | 0.29% | −20−0.8% | 減碼 |
| 180 Wealth Advisors, LLC | 2,282 | $62.3 萬 | 0.14% | +60+2.7% | 加碼 |
| Valmark Advisers, Inc. | 2,289 | $62.5 萬 | 0.01% | +25+1.1% | 加碼 |
| Bordeaux Wealth Advisors LLC | 2,293 | $62.6 萬 | 0.25% | −291−11.3% | 減碼 |
| W Advisors, LLC | 2,297 | $62.7 萬 | 0.52% | +53+2.4% | 加碼 |
| E&G Advisors, LP | 2,300 | $62.8 萬 | 0.23% | −100−4.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 2,303 | $62.9 萬 | 0.04% | −769−25.0% | 減碼 |
| Tompkins Financial Corp | 2,304 | $62.9 萬 | 0.10% | −500−17.8% | 減碼 |
| Beverly Hills Private Wealth, LLC | 2,305 | $62.9 萬 | 0.19% | −62−2.6% | 減碼 |
| Claris Advisors, LLC | 2,316 | $63.2 萬 | 0.40% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 2,381 | $63.4 萬 | 0.23% | −414−14.8% | 減碼 |
| Fulton Bank, N.A. | 2,323 | $63.4 萬 | 0.03% | −38−1.6% | 減碼 |
| Braun Stacey Associates Inc | 2,325 | $63.5 萬 | 0.03% | +225+10.7% | 加碼 |
| Marion Wealth Management | 2,330 | $63.6 萬 | 0.22% | +9+0.4% | 加碼 |