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 | 3,773 | $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 |
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 |
|---|---|---|---|---|---|
| Trust Investment Advisors | 7,723 | $210.8 萬 | 1.81% | −366−4.5% | 減碼 |
| Verdence Capital Advisors LLC | 7,707 | $210.4 萬 | 0.23% | +323+4.4% | 加碼 |
| Occidental Asset Management, LLC | 7,699 | $210.2 萬 | 0.49% | +2,065+36.7% | 加碼 |
| Westpac Banking Corp | 7,652 | $208.9 萬 | 0.16% | +434+6.0% | 加碼 |
| Tradewinds, LLC. | 7,649 | $208.8 萬 | 1.23% | −270−3.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,646 | $208.7 萬 | 0.08% | +2,158+39.3% | 加碼 |
| Stone Point Wealth LLC | 7,631 | $208.3 萬 | 0.89% | −155−2.0% | 減碼 |
| Qtron Investments LLC | 7,631 | $208.3 萬 | 0.40% | +1,276+20.1% | 加碼 |
| Exchange Bank | 7,627 | $208.2 萬 | 2.00% | −219−2.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,615 | $207.9 萬 | 0.15% | −98−1.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,578 | $206.9 萬 | 0.18% | −149−1.9% | 減碼 |
| Atlas Brown,Inc. | 7,564 | $206.5 萬 | 0.94% | −19−0.3% | 減碼 |
| D. Scott Neal, Inc. | 7,549 | $206.1 萬 | 1.76% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 7,528 | $205.5 萬 | 0.86% | +638+9.3% | 加碼 |
| Stoneridge Investment Partners LLC | 7,489 | $204.4 萬 | 0.96% | −5,056−40.3% | 減碼 |
| Westwood Holdings Group Inc. | 7,445 | $203.2 萬 | 0.02% | −260−3.4% | 減碼 |
| Papp L Roy & Associates | 7,432 | $202.9 萬 | 0.27% | +470+6.8% | 加碼 |
| Cambridge Trust Co | 7,425 | $202.7 萬 | 0.09% | −67−0.9% | 減碼 |
| Focused Wealth Management, Inc | 7,411 | $202.3 萬 | 0.36% | −19−0.3% | 減碼 |
| Ropes Wealth Advisors LLC | 7,402 | $202.1 萬 | 0.39% | −574−7.2% | 減碼 |
| Ritholtz Wealth Management | 7,397 | $201.9 萬 | 0.09% | +357+5.1% | 加碼 |
| Valley Brook Capital Group | 7,335 | $200.2 萬 | 1.98% | +275+3.9% | 加碼 |
| Cunning Capital Partners, LP | 7,320 | $199.8 萬 | 1.31% | +7,320 | 加碼 |
| Redwood Investment Management, LLC | 7,269 | $198.4 萬 | 0.17% | +7,269 | 新進 |
| Columbia Trust Co 01012016 | 7,259 | $198.2 萬 | 1.15% | +109+1.5% | 加碼 |
| Triangle Securities Wealth Management | 7,214 | $196.9 萬 | 0.70% | +30+0.4% | 加碼 |
| Quest Investment Management LLC | 7,193 | $196.4 萬 | 0.28% | 00.0% | 不變 |
| Cross Staff Investments Inc | 7,163 | $195.5 萬 | 1.91% | 00.0% | 不變 |
| Garrett Investment Advisors LLC | 7,161 | $195.5 萬 | 0.26% | −111−1.5% | 減碼 |
| Legacy Bridge, LLC | 7,130 | $194.6 萬 | 1.39% | +150+2.1% | 加碼 |
| Worth Asset Management, LLC | 7,084 | $193.4 萬 | 1.56% | +7,084 | 新進 |
| Gables Capital Management Inc. | 7,070 | $193.0 萬 | 1.34% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 7,055 | $192.6 萬 | 1.52% | −35−0.5% | 減碼 |
| Rockland Trust Co | 7,050 | $192.5 萬 | 0.12% | +99+1.4% | 加碼 |
| Weatherly Asset Management L. P. | 7,043 | $192.3 萬 | 0.23% | −420−5.6% | 減碼 |
| Modera Wealth Management, LLC | 7,026 | $191.8 萬 | 0.04% | −4,068−36.7% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 7,015 | $191.5 萬 | 1.26% | +99+1.4% | 加碼 |
| Franklin Street Advisors Inc | 7,005 | $191.2 萬 | 0.17% | −150−2.1% | 減碼 |
| Parallel Advisors, LLC | 7,001 | $191.1 萬 | 0.06% | +84+1.2% | 加碼 |
| Horizon Kinetics Asset Management LLC | 6,999 | $191.1 萬 | 0.04% | +401+6.1% | 加碼 |
| Symmetry Partners, LLC | 6,998 | $191.0 萬 | 0.10% | +2,480+54.9% | 加碼 |
| Hoey Investments, Inc | 6,988 | $190.8 萬 | 0.64% | −172−2.4% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 6,981 | $190.6 萬 | 1.81% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 6,952 | $189.8 萬 | 0.07% | −17,875−72.0% | 減碼 |
| AMG National Trust Bank | 6,930 | $189.2 萬 | 0.07% | 00.0% | 不變 |
| Richelieu Gestion PLC | 6,916 | $188.8 萬 | 1.75% | −4,752−40.7% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 6,915 | $188.8 萬 | 0.84% | +583+9.2% | 加碼 |
| Caas Capital Management LP | 6,900 | $188.4 萬 | 0.42% | +6,900 | 新進 |
| ARS Wealth Advisors Group, LLC | 6,881 | $187.8 萬 | 0.31% | −1,150−14.3% | 減碼 |
| Fort Point Capital Partners LLC | 6,878 | $187.8 萬 | 0.30% | +450+7.0% | 加碼 |
| Nemes Rush Group LLC | 6,840 | $186.7 萬 | 0.34% | −24−0.3% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 6,837 | $186.6 萬 | 0.18% | +1,193+21.1% | 加碼 |
| Avantax Planning Partners, Inc. | 6,818 | $186.1 萬 | 0.08% | +93+1.4% | 加碼 |
| Staley Capital Advisers Inc | 6,814 | $186.0 萬 | 0.10% | +14+0.2% | 加碼 |
| Western Wealth Management, LLC | 6,810 | $185.9 萬 | 0.16% | +8+0.1% | 加碼 |
| Oak Asset Management, LLC | 6,806 | $185.8 萬 | 0.80% | −15−0.2% | 減碼 |
| XML Financial, LLC | 6,805 | $185.8 萬 | 0.22% | +7+0.1% | 加碼 |
| Hilton Capital Management, LLC | 6,783 | $185.2 萬 | 0.25% | 00.0% | 不變 |
| Wintrust Investments LLC | 6,753 | $184.4 萬 | 0.19% | +1,687+33.3% | 加碼 |
| NBC Securities, Inc. | 6,723 | $183.5 萬 | 0.20% | +6,723 | 新進 |
| Ar Asset Management Inc | 6,700 | $182.9 萬 | 0.51% | 00.0% | 不變 |
| Imprint Wealth LLC | 6,690 | $182.6 萬 | 1.54% | +448+7.2% | 加碼 |
| Greenfield Savings Bank | 6,677 | $182.3 萬 | 1.14% | +6+0.1% | 加碼 |
| RFG Advisory, LLC | 6,649 | $181.5 萬 | 0.08% | −747−10.1% | 減碼 |
| Convergence Investment Partners, LLC | 6,640 | $181.3 萬 | 1.07% | −1,502−18.4% | 減碼 |
| St Germain D J Co Inc | 6,628 | $180.9 萬 | 0.10% | −40−0.6% | 減碼 |
| Ramirez Asset Management, Inc. | 6,628 | $180.9 萬 | 0.39% | +6,628 | 新進 |
| Argus Investors' Counsel, Inc. | 6,600 | $180.2 萬 | 1.30% | −440−6.3% | 減碼 |
| Ibex Wealth Advisors | 6,591 | $179.9 萬 | 0.46% | +6,591 | 新進 |
| Forum Financial Management, LP | 6,588 | $179.8 萬 | 0.04% | +1,559+31.0% | 加碼 |
| Independent Financial Group, LLC | 6,578 | $179.6 萬 | 0.12% | +496+8.2% | 加碼 |
| Silverlake Wealth Management LLC | 6,522 | $178.1 萬 | 1.00% | −1,076−14.2% | 減碼 |
| Arete Wealth Advisors, LLC | 6,478 | $176.9 萬 | 0.31% | −974−13.1% | 減碼 |
| Sargent Investment Group, LLC | 6,471 | $176.7 萬 | 0.43% | −58−0.9% | 減碼 |
| Bragg Financial Advisors, Inc | 6,459 | $176.3 萬 | 0.09% | −137−2.1% | 減碼 |
| AXS Investments LLC | 6,429 | $175.5 萬 | 0.45% | +3,906+154.8% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,419 | $175.3 萬 | 0.98% | +3,054+90.8% | 加碼 |
| WealthPLAN Partners, LLC | 6,377 | $174.1 萬 | 0.20% | +184+3.0% | 加碼 |
| Probity Advisors, Inc. | 6,375 | $174.1 萬 | 0.40% | −684−9.7% | 減碼 |
| Thompson Siegel & Walmsley LLC | 6,371 | $173.9 萬 | 0.03% | 00.0% | 不變 |
| Intellectus Partners, LLC | 6,359 | $173.6 萬 | 0.55% | −475−7.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 6,355 | $173.5 萬 | 0.24% | +850+15.4% | 加碼 |
| Osborne Partners Capital Management, LLC | 6,347 | $173.3 萬 | 0.13% | −574−8.3% | 減碼 |
| Csenge Advisory Group | 6,343 | $173.2 萬 | 0.12% | +2,533+66.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 6,342 | $173.1 萬 | 0.17% | +1,986+45.6% | 加碼 |
| Coastline Trust Co | 6,300 | $172.0 萬 | 0.25% | −35−0.6% | 減碼 |
| Inspire Advisors, LLC | 6,298 | $171.9 萬 | 0.30% | +5+0.1% | 加碼 |
| Eads & Heald Wealth Management | 6,296 | $171.9 萬 | 0.90% | +574+10.0% | 加碼 |
| Charles Schwab Trust Co | 6,277 | $171.4 萬 | 0.19% | +36+0.6% | 加碼 |
| Orleans Capital Management Corp | 6,245 | $170.5 萬 | 1.27% | +1,680+36.8% | 加碼 |
| Little House Capital LLC | 6,217 | $169.7 萬 | 0.70% | +1,537+32.8% | 加碼 |
| Vise Technologies, Inc. | 6,217 | $169.7 萬 | 0.42% | −59−0.9% | 減碼 |
| Watershed Private Wealth LLC | 6,215 | $169.7 萬 | 1.05% | 00.0% | 不變 |
| Haverford Trust Co | 6,208 | $169.5 萬 | 0.02% | +10+0.2% | 加碼 |
| Spreng Capital Management, Inc. | 6,152 | $167.9 萬 | 1.23% | −30−0.5% | 減碼 |
| Wade G W & Inc | 6,145 | $167.7 萬 | 0.06% | +1,022+19.9% | 加碼 |
| Zhang Financial LLC | 6,137 | $167.6 萬 | 0.17% | +402+7.0% | 加碼 |
| Leonteq Securities AG | 6,105 | $166.7 萬 | 0.18% | −499−7.6% | 減碼 |
| Foundations Investment Advisors, LLC | 6,092 | $166.3 萬 | 0.05% | +939+18.2% | 加碼 |
| Arkadios Wealth Advisors | 6,045 | $165.0 萬 | 0.16% | +774+14.7% | 加碼 |