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 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 6,041 | $164.9 萬 | 0.30% | −40−0.7% | 減碼 |
| Cypress Capital Group | 6,041 | $164.9 萬 | 0.24% | +1,083+21.8% | 加碼 |
| Portside Wealth Group, LLC | 6,049 | $164.7 萬 | 0.31% | +8+0.1% | 加碼 |
| Benedict Financial Advisors Inc | 6,033 | $164.7 萬 | 0.48% | +20+0.3% | 加碼 |
| BCM Advisors, LLC | 7,000 | $164.4 萬 | 0.49% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 6,017 | $164.3 萬 | 0.12% | −123−2.0% | 減碼 |
| Affinity Investment Advisors, LLC | 5,995 | $163.7 萬 | 1.06% | −224−3.6% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 5,987 | $163.4 萬 | 0.18% | −43−0.7% | 減碼 |
| Guardian Investment Management | 5,987 | $163.4 萬 | 1.50% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 5,987 | $163.4 萬 | 0.50% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 5,982 | $163.3 萬 | 0.06% | +5+0.1% | 加碼 |
| First National Bank Sioux Falls | 5,970 | $163.0 萬 | 0.97% | 00.0% | 不變 |
| Washington Trust Bank | 5,967 | $162.9 萬 | 0.17% | −25−0.4% | 減碼 |
| Toth Financial Advisory Corp | 5,966 | $162.9 萬 | 0.25% | +2,949+97.7% | 加碼 |
| Checchi Capital Advisers, LLC | 5,965 | $162.8 萬 | 0.15% | −46−0.8% | 減碼 |
| Massachusetts Wealth Management | 5,951 | $162.5 萬 | 1.49% | 00.0% | 不變 |
| Good Life Advisors, LLC | 5,928 | $161.9 萬 | 0.19% | +1,238+26.4% | 加碼 |
| Cozad Asset Management Inc | 5,927 | $161.8 萬 | 0.21% | −79−1.3% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 5,917 | $161.5 萬 | 1.70% | +1,133+23.7% | 加碼 |
| Harbour Investments, Inc. | 5,890 | $160.8 萬 | 0.08% | +673+12.9% | 加碼 |
| Resources Management Corp | 5,890 | $160.8 萬 | 0.26% | −400−6.4% | 減碼 |
| Lifeworks Advisors, LLC | 5,887 | $160.7 萬 | 0.63% | −13−0.2% | 減碼 |
| Mattern Wealth Management LLC | 5,860 | $160.0 萬 | 0.47% | −74−1.2% | 減碼 |
| WBH Advisory Inc | 5,841 | $159.4 萬 | 0.20% | −309−5.0% | 減碼 |
| LGT Group Foundation | 5,850 | $159.0 萬 | 0.04% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 5,789 | $158.0 萬 | 0.07% | −1,002−14.8% | 減碼 |
| Ballentine Partners, LLC | 5,786 | $158.0 萬 | 0.04% | +165+2.9% | 加碼 |
| Essex Savings Bank | 5,771 | $157.5 萬 | 0.53% | −127−2.2% | 減碼 |
| IFP Advisors, Inc | 5,760 | $157.2 萬 | 0.07% | −9,045−61.1% | 減碼 |
| Choate Investment Advisors | 5,755 | $157.1 萬 | 0.06% | +973+20.3% | 加碼 |
| Citizens Financial Group Inc | 5,699 | $155.6 萬 | 0.06% | −1,006−15.0% | 減碼 |
| CFM Wealth Partners LLC | 5,688 | $155.3 萬 | 0.41% | 00.0% | 不變 |
| Concord Wealth Partners | 5,682 | $155.1 萬 | 0.33% | +3,178+126.9% | 加碼 |
| Transamerica Financial Advisors, Inc. | 5,681 | $155.1 萬 | 0.21% | −1,010−15.1% | 減碼 |
| Cobblestone Capital Advisors LLC | 5,676 | $155.0 萬 | 0.11% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 5,664 | $154.6 萬 | 0.17% | +135+2.4% | 加碼 |
| SevenBridge Financial Group, LLC | 5,656 | $154.4 萬 | 0.40% | +449+8.6% | 加碼 |
| Beaton Management Co. Inc. | 5,653 | $154.3 萬 | 1.00% | −170−2.9% | 減碼 |
| Princeton Capital Management LLC | 5,648 | $154.2 萬 | 0.71% | −430−7.1% | 減碼 |
| Duff & Phelps Investment Management Co | 5,640 | $154.0 萬 | 0.02% | −135−2.3% | 減碼 |
| Investment House LLC | 5,623 | $153.5 萬 | 0.12% | 00.0% | 不變 |
| G&S Capital LLC | 5,614 | $153.3 萬 | 0.78% | −7,192−56.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 5,604 | $153.0 萬 | 0.62% | +2,630+88.4% | 加碼 |
| Shepherd Financial Partners LLC | 5,599 | $152.9 萬 | 0.24% | +267+5.0% | 加碼 |
| Parkside Financial Bank & Trust | 5,556 | $151.7 萬 | 0.35% | +86+1.6% | 加碼 |
| Cigna Investments Inc | 5,522 | $150.7 萬 | 0.35% | −742−11.8% | 減碼 |
| Cottage Street Advisors LLC | 5,512 | $150.5 萬 | 1.10% | +319+6.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,503 | $150.2 萬 | 0.03% | +803+17.1% | 加碼 |
| Bartlett & Co. LLC | 5,503 | $150.2 萬 | 0.03% | +803+17.1% | 加碼 |
| Clearstead Advisors, LLC | 5,499 | $150.1 萬 | 0.09% | +1,170+27.0% | 加碼 |
| True North Advisors, LLC | 5,496 | $150.0 萬 | 0.46% | −516−8.6% | 減碼 |
| RMB Capital Management, LLC | 5,475 | $149.5 萬 | 0.05% | +77+1.4% | 加碼 |
| Clarius Group, LLC | 5,465 | $149.2 萬 | 0.14% | −1,310−19.3% | 減碼 |
| Wolverine Trading, LLC | 5,455 | $148.9 萬 | 0.01% | −50,545−90.3% | 減碼 |
| Versor Investments LP | 5,426 | $148.1 萬 | 0.30% | +1,400+34.8% | 加碼 |
| HM Payson & Co | 5,392 | $147.2 萬 | 0.03% | +109+2.1% | 加碼 |
| Sequent Asset Management, LLC | 5,375 | $146.7 萬 | 1.61% | 00.0% | 不變 |
| Alaethes Wealth LLC | 5,367 | $146.5 萬 | 0.80% | −260−4.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 5,326 | $145.4 萬 | 0.17% | +3,166+146.6% | 加碼 |
| Schechter Investment Advisors, LLC | 5,323 | $145.3 萬 | 0.14% | −74−1.4% | 減碼 |
| Douglas Lane & Associates, LLC | 5,317 | $145.2 萬 | 0.02% | −66−1.2% | 減碼 |
| Glen Eagle Advisors, LLC | 5,301 | $144.7 萬 | 0.34% | −82−1.5% | 減碼 |
| Kovack Advisors, Inc. | 5,300 | $144.7 萬 | 0.20% | +848+19.0% | 加碼 |
| Prosperity Consulting Group, LLC | 5,294 | $144.5 萬 | 0.66% | +4,060+329.0% | 加碼 |
| Sonora Investment Management Group, LLC | 5,278 | $144.1 萬 | 0.12% | +147+2.9% | 加碼 |
| Indiana Trust & Investment Management CO | 5,277 | $144.1 萬 | 0.73% | −45−0.8% | 減碼 |
| Cladis Investment Advisory, LLC | 5,272 | $143.9 萬 | 1.26% | −50−0.9% | 減碼 |
| Optimum Investment Advisors | 5,262 | $143.7 萬 | 0.74% | +342+7.0% | 加碼 |
| Old Mission Investment Co LLC | 5,260 | $143.6 萬 | 0.56% | +22+0.4% | 加碼 |
| Cookson Peirce & Co Inc | 5,252 | $143.4 萬 | 0.09% | +93+1.8% | 加碼 |
| International Assets Investment Management, LLC | 5,205 | $142.0 萬 | 0.19% | +24+0.5% | 加碼 |
| Fosun International Ltd | 5,188 | $141.6 萬 | 0.23% | +5,188 | 新進 |
| NorthRock Partners, LLC | 5,178 | $141.4 萬 | 0.15% | +891+20.8% | 加碼 |
| Buckingham Strategic Partners | 5,177 | $141.3 萬 | 0.07% | +2,217+74.9% | 加碼 |
| SOL Capital Management CO | 5,177 | $141.3 萬 | 0.22% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 5,175 | $141.3 萬 | 0.32% | −148−2.8% | 減碼 |
| Advisors Management Group Inc | 5,172 | $141.2 萬 | 0.43% | −46−0.9% | 減碼 |
| Accurate Wealth Management, LLC | 5,174 | $141.0 萬 | 0.44% | +678+15.1% | 加碼 |
| Garrison Point Advisors, LLC | 5,155 | $140.7 萬 | 1.09% | −195−3.6% | 減碼 |
| Cape Cod Five Cents Savings Bank | 5,148 | $140.5 萬 | 0.08% | +2,466+91.9% | 加碼 |
| First County Bank | 5,142 | $140.4 萬 | 0.73% | +131+2.6% | 加碼 |
| Institute for Wealth Management, LLC. | 5,137 | $140.3 萬 | 0.26% | −13−0.3% | 減碼 |
| Amarillo National Bank | 5,136 | $140.2 萬 | 0.29% | −100−1.9% | 減碼 |
| Wolff Financial Management LLC | 5,130 | $140.0 萬 | 0.48% | +5,130 | 新進 |
| GYL Financial Synergies, LLC | 5,122 | $139.8 萬 | 0.14% | +24+0.5% | 加碼 |
| Comerica Securities,inc. | 5,103 | $139.3 萬 | 0.12% | −99−1.9% | 減碼 |
| Xcel Wealth Management, LLC | 5,096 | $139.1 萬 | 0.55% | −48−0.9% | 減碼 |
| Coastal Investment Advisors, Inc. | 5,651 | $139.0 萬 | 0.32% | −150−2.6% | 減碼 |
| Naviter Wealth, LLC | 5,074 | $138.5 萬 | 0.33% | +139+2.8% | 加碼 |
| Costello Asset Management, INC | 5,040 | $137.6 萬 | 1.26% | −90−1.8% | 減碼 |
| ABN AMRO Bank N.V. | 5,032 | $137.5 萬 | 0.02% | +1,000+24.8% | 加碼 |
| Proequities, Inc. | 5,016 | $136.9 萬 | 0.11% | −148−2.9% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 5,011 | $136.8 萬 | 0.69% | −601−10.7% | 減碼 |
| Manchester Financial Inc | 4,984 | $136.1 萬 | 0.40% | −275−5.2% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,946 | $135.0 萬 | 0.07% | +3,229+188.1% | 加碼 |
| Wealthspire Advisors, LLC | 4,898 | $133.7 萬 | 0.02% | +2,357+92.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 4,895 | $133.6 萬 | 0.22% | −41−0.8% | 減碼 |
| Boston Family Office LLC | 4,881 | $133.2 萬 | 0.11% | +1,760+56.4% | 加碼 |
| Northern Financial Advisors Inc | 4,877 | $133.1 萬 | 1.22% | −49−1.0% | 減碼 |
| Continuum Advisory, LLC | 4,873 | $133.0 萬 | 0.21% | +186+4.0% | 加碼 |