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
- 2,408
- 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 910 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 |
|---|---|---|---|---|---|
| Schear Investment Advisers, LLC | 4,867 | $132.9 萬 | 1.43% | −288−5.6% | 減碼 |
| Gilbert & Cook, Inc. | 4,867 | $132.9 萬 | 0.21% | +425+9.6% | 加碼 |
| Garde Capital, Inc. | 4,846 | $132.3 萬 | 0.11% | +10+0.2% | 加碼 |
| Ingalls & Snyder LLC | 4,847 | $132.3 萬 | 0.06% | +118+2.5% | 加碼 |
| Stratos Wealth Advisors, LLC | 4,845 | $132.3 萬 | 0.09% | +1,259+35.1% | 加碼 |
| Legacy Advisors, LLC | 4,822 | $131.6 萬 | 0.21% | +2,954+158.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,822 | $131.6 萬 | 0.25% | +323+7.2% | 加碼 |
| Quadrant Capital Group LLC | 4,808 | $131.3 萬 | 0.13% | +533+12.5% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,785 | $130.6 萬 | 0.78% | 00.0% | 不變 |
| Nations Financial Group Inc, | 4,782 | $130.6 萬 | 0.13% | +166+3.6% | 加碼 |
| LexAurum Advisors, LLC | 4,779 | $130.5 萬 | 0.38% | +241+5.3% | 加碼 |
| Diligent Investors, LLC | 4,759 | $129.9 萬 | 0.40% | −100−2.1% | 減碼 |
| Pinnacle West Asset Management, Inc. | 4,760 | $129.9 萬 | 1.27% | +180+3.9% | 加碼 |
| Tower Bridge Advisors | 4,735 | $129.3 萬 | 0.12% | −110−2.3% | 減碼 |
| Diamant Asset Management, Inc. | 4,735 | $129.3 萬 | 1.06% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 4,733 | $129.2 萬 | 1.16% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 4,730 | $129.1 萬 | 0.43% | −19−0.4% | 減碼 |
| Donoghue Forlines LLC | 4,721 | $128.9 萬 | 0.46% | −307−6.1% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,705 | $128.5 萬 | 0.62% | −811−14.7% | 減碼 |
| Flaharty Asset Management, LLC | 4,698 | $128.3 萬 | 0.21% | −487−9.4% | 減碼 |
| Transcend Wealth Collective, LLC | 4,684 | $127.9 萬 | 0.12% | +1,049+28.9% | 加碼 |
| Widmann Financial Services, Inc. | 4,676 | $127.7 萬 | 1.27% | −20−0.4% | 減碼 |
| Eudaimonia Partners, LLC | 4,675 | $127.6 萬 | 0.31% | −6−0.1% | 減碼 |
| First Foundation Advisors | 4,674 | $127.6 萬 | 0.06% | −427−8.4% | 減碼 |
| Essex Investment Management Co LLC | 4,655 | $127.1 萬 | 0.21% | −854−15.5% | 減碼 |
| Byrne Asset Management LLC | 4,643 | $126.8 萬 | 1.05% | +4+0.1% | 加碼 |
| Opes Wealth Management LLC | 4,641 | $126.7 萬 | 0.35% | +15+0.3% | 加碼 |
| Flputnam Investment Management Co | 4,613 | $125.9 萬 | 0.03% | +17+0.4% | 加碼 |
| Great Lakes Retirement, Inc. | 4,605 | $125.7 萬 | 0.23% | +607+15.2% | 加碼 |
| Am Investment Strategies LLC | 4,582 | $125.1 萬 | 0.41% | 00.0% | 不變 |
| Patten & Patten Inc | 4,578 | $125.0 萬 | 0.11% | −114−2.4% | 減碼 |
| Waldron Private Wealth LLC | 4,563 | $124.6 萬 | 0.06% | +39+0.9% | 加碼 |
| LVM Capital Management Ltd | 4,558 | $124.4 萬 | 0.18% | +2,398+111.0% | 加碼 |
| Smithfield Trust Co | 4,552 | $124.2 萬 | 0.08% | +137+3.1% | 加碼 |
| Bahl & Gaynor Inc | 4,537 | $123.9 萬 | 0.01% | −177−3.8% | 減碼 |
| Beacon Investment Advisors LLC | 4,511 | $123.2 萬 | 0.87% | +3+0.1% | 加碼 |
| Westhampton Capital, LLC | 4,510 | $123.1 萬 | 0.79% | 00.0% | 不變 |
| Allen Capital Group, LLC | 4,527 | $123.0 萬 | 0.23% | +20.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 4,506 | $123.0 萬 | 0.06% | +732+19.4% | 加碼 |
| Wedmont Private Capital | 4,518 | $122.6 萬 | 0.12% | +523+13.1% | 加碼 |
| West Oak Capital, LLC | 4,467 | $121.9 萬 | 0.61% | −50−1.1% | 減碼 |
| Eastern Bank | 4,459 | $121.7 萬 | 0.06% | −180−3.9% | 減碼 |
| Aaron Wealth Advisors | 4,452 | $121.5 萬 | 0.16% | +103+2.4% | 加碼 |
| Beech Hill Advisors, Inc. | 4,450 | $121.5 萬 | 0.61% | 00.0% | 不變 |
| RS Crum Inc. | 4,430 | $120.9 萬 | 0.43% | 00.0% | 不變 |
| Mission Wealth Management, LP | 4,409 | $120.4 萬 | 0.05% | +304+7.4% | 加碼 |
| High Falls Advisors, Inc | 4,406 | $120.3 萬 | 0.36% | +4+0.1% | 加碼 |
| Aureus Asset Management, LLC | 4,405 | $120.3 萬 | 0.10% | +20.0% | 加碼 |
| Biltmore Family Office, LLC | 4,398 | $120.1 萬 | 0.27% | −14−0.3% | 減碼 |
| Norway Savings Bank | 4,375 | $119.4 萬 | 0.59% | +30+0.7% | 加碼 |
| Farmers Trust Co | 4,370 | $119.3 萬 | 0.28% | 00.0% | 不變 |
| Northwest Quadrant Wealth Management, LLC | 4,357 | $119.0 萬 | 0.33% | −16−0.4% | 減碼 |
| Strategic Blueprint, LLC | 4,350 | $118.8 萬 | 0.11% | −73−1.7% | 減碼 |
| TRUE Private Wealth Advisors | 4,342 | $118.5 萬 | 0.16% | +137+3.3% | 加碼 |
| Confluence Wealth Services, Inc. | 4,309 | $117.6 萬 | 0.23% | +165+4.0% | 加碼 |
| CWA Asset Management Group, LLC | 4,307 | $117.6 萬 | 0.09% | +381+9.7% | 加碼 |
| Sit Investment Associates Inc | 4,300 | $117.4 萬 | 0.03% | 00.0% | 不變 |
| Rollins Financial | 4,288 | $117.1 萬 | 0.29% | +658+18.1% | 加碼 |
| Capital Wealth Planning, LLC | 4,285 | $117.0 萬 | 0.01% | −129−2.9% | 減碼 |
| Woodward Diversified Capital, LLC | 4,278 | $116.8 萬 | 0.84% | +258+6.4% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,277 | $116.8 萬 | 0.26% | −33−0.8% | 減碼 |
| Veracity Capital LLC | 4,276 | $116.7 萬 | 0.54% | +4,276 | 新進 |
| WD Rutherford LLC | 4,265 | $116.4 萬 | 0.80% | −544−11.3% | 減碼 |
| Insigneo Advisory Services, LLC | 4,254 | $116.1 萬 | 0.24% | +396+10.3% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,240 | $115.8 萬 | 0.10% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 4,211 | $115.7 萬 | 0.26% | +3+0.1% | 加碼 |
| Catalyst Financial Partners LLC | 4,232 | $115.5 萬 | 0.37% | +359+9.3% | 加碼 |
| Werlinich Asset Management, LLC | 4,231 | $115.5 萬 | 0.95% | +56+1.3% | 加碼 |
| Brighton Jones LLC | 4,223 | $115.3 萬 | 0.06% | +730+20.9% | 加碼 |
| Birch Hill Investment Advisors LLC | 4,214 | $115.0 萬 | 0.07% | 00.0% | 不變 |
| Solstein Capital, LLC | 4,214 | $115.0 萬 | 0.99% | 00.0% | 不變 |
| Lantz Financial LLC | 4,209 | $114.9 萬 | 0.46% | +148+3.6% | 加碼 |
| Princeton Global Asset Management LLC | 4,185 | $114.3 萬 | 0.32% | −200−4.6% | 減碼 |
| First Hawaiian Bank | 4,179 | $114.1 萬 | 0.04% | −194−4.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 4,164 | $113.7 萬 | 0.11% | +453+12.2% | 加碼 |
| Summit Trail Advisors, LLC | 4,162 | $113.6 萬 | 0.04% | +285+7.4% | 加碼 |
| Southeast Asset Advisors Inc. | 4,150 | $113.3 萬 | 0.16% | +142+3.5% | 加碼 |
| Balentine LLC | 4,125 | $112.6 萬 | 0.04% | +146+3.7% | 加碼 |
| Intrua Financial, LLC | 4,115 | $112.3 萬 | 0.20% | +191+4.9% | 加碼 |
| Monticello Wealth Management, LLC | 4,105 | $112.1 萬 | 0.11% | 00.0% | 不變 |
| Montis Financial, LLC | 4,094 | $111.8 萬 | 0.75% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 4,089 | $111.6 萬 | 0.30% | +77+1.9% | 加碼 |
| Windsor Group LTD | 4,087 | $111.6 萬 | 0.20% | −129−3.1% | 減碼 |
| Live Oak Private Wealth LLC | 4,081 | $111.4 萬 | 0.24% | 00.0% | 不變 |
| First Dallas Securities Inc. | 4,072 | $111.2 萬 | 0.26% | −4,242−51.0% | 減碼 |
| Gradient Investments LLC | 4,054 | $110.7 萬 | 0.03% | −135−3.2% | 減碼 |
| Roman Butler Fullerton & Co | 4,124 | $110.5 萬 | 0.52% | +26+0.6% | 加碼 |
| V-Square Quantitative Management LLC | 4,043 | $110.4 萬 | 0.49% | +1,003+33.0% | 加碼 |
| Chicago Capital, LLC | 4,035 | $110.2 萬 | 0.05% | 00.0% | 不變 |
| SNS Financial Group, LLC | 4,034 | $110.1 萬 | 0.15% | +23+0.6% | 加碼 |
| CoreCap Advisors, LLC | 4,031 | $110.0 萬 | 0.08% | −4,445−52.4% | 減碼 |
| IAM Advisory, LLC | 4,030 | $110.0 萬 | 0.38% | −5−0.1% | 減碼 |
| JW Asset Management, LLC | 4,024 | $109.9 萬 | 0.48% | +4,024 | 新進 |
| Acorn Wealth Advisors, LLC | 4,020 | $109.7 萬 | 0.73% | −44−1.1% | 減碼 |
| ZWJ Investment Counsel Inc | 4,018 | $109.7 萬 | 0.06% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 4,018 | $109.7 萬 | 0.56% | +1,033+34.6% | 加碼 |
| IPG Investment Advisors LLC | 4,014 | $109.6 萬 | 0.24% | +248+6.6% | 加碼 |
| Journey Advisory Group, LLC | 4,012 | $109.5 萬 | 0.16% | −50−1.2% | 減碼 |
| City State Bank | 4,005 | $109.3 萬 | 0.60% | −207−4.9% | 減碼 |
| Saybrook Capital | 4,000 | $109.2 萬 | 0.33% | 00.0% | 不變 |