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 |
|---|---|---|---|---|---|
| Norwood Financial Corp | 3,995 | $109.1 萬 | 1.76% | −25−0.6% | 減碼 |
| Trustmark National Bank Trust Department | 3,984 | $108.8 萬 | 0.11% | −320−7.4% | 減碼 |
| Cim Investment Mangement Inc | 3,978 | $108.6 萬 | 0.40% | −92−2.3% | 減碼 |
| Symphony Financial, Ltd. Co. | 3,996 | $108.4 萬 | 0.27% | +844+26.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,959 | $108.1 萬 | 0.19% | +1,770+80.9% | 加碼 |
| Syon Capital LLC | 3,959 | $108.1 萬 | 0.13% | +3,959 | 新進 |
| Texas Capital Bancshares Inc | 3,956 | $108.0 萬 | 0.60% | +8+0.2% | 加碼 |
| IVC Wealth Advisors LLC | 3,955 | $108.0 萬 | 0.72% | +16+0.4% | 加碼 |
| CoreFirst Bank & Trust | 3,952 | $107.9 萬 | 0.77% | +9+0.2% | 加碼 |
| Quad-Cities Investment Group, LLC | 3,950 | $107.8 萬 | 0.72% | −71−1.8% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 3,940 | $107.6 萬 | 0.84% | −5−0.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,938 | $107.5 萬 | 0.18% | −2,077−34.5% | 減碼 |
| Security National Bank | 3,882 | $107.2 萬 | 0.30% | −1,000−20.5% | 減碼 |
| Jump Financial, LLC | 3,928 | $107.2 萬 | 0.04% | +879+28.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,913 | $106.8 萬 | 0.16% | −60−1.5% | 減碼 |
| Cooper Financial Group | 3,893 | $106.3 萬 | 0.26% | +856+28.2% | 加碼 |
| TKG Advisors, LLC | 3,876 | $105.8 萬 | 0.70% | −4,955−56.1% | 減碼 |
| Virtue Capital Management, LLC | 4,321 | $105.8 萬 | 0.18% | 00.0% | 不變 |
| Sound Financial Strategies Group, LLC | 3,870 | $105.7 萬 | 0.87% | −349−8.3% | 減碼 |
| CRA Financial Services, LLC | 3,868 | $105.6 萬 | 0.29% | 00.0% | 不變 |
| RFP Financial Group LLC | 3,840 | $104.9 萬 | 0.46% | −272−6.6% | 減碼 |
| Edge Capital Group, LLC | 3,839 | $104.8 萬 | 0.07% | −7,000−64.6% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,822 | $104.4 萬 | 0.09% | −577−13.1% | 減碼 |
| Advisory Alpha, LLC | 3,815 | $104.2 萬 | 0.05% | −1,549−28.9% | 減碼 |
| Delta Investment Management, LLC | 3,810 | $104.0 萬 | 0.29% | +175+4.8% | 加碼 |
| Paradigm Asset Management Co LLC | 3,800 | $103.7 萬 | 0.29% | −200−5.0% | 減碼 |
| UniSuper Management Pty Ltd | 3,800 | $103.7 萬 | 0.01% | 00.0% | 不變 |
| EHP Funds Inc. | 3,800 | $103.7 萬 | 0.49% | +1,580+71.2% | 加碼 |
| Westwood Management Corp | 3,800 | $103.7 萬 | 0.15% | 00.0% | 不變 |
| First Citizens Financial Corp | 3,795 | $103.6 萬 | 0.73% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 3,784 | $103.3 萬 | 0.20% | +17+0.5% | 加碼 |
| South State Corp. | 3,784 | $103.3 萬 | 0.10% | +27+0.7% | 加碼 |
| Circle Wealth Management, LLC | 3,774 | $103.0 萬 | 0.03% | +58+1.6% | 加碼 |
| Morse Asset Management, Inc | 3,769 | $102.9 萬 | 0.33% | +680+22.0% | 加碼 |
| Fort Pitt Capital Group, LLC | 3,753 | $102.5 萬 | 0.04% | −12−0.3% | 減碼 |
| Crawford Investment Counsel Inc | 3,753 | $102.5 萬 | 0.02% | +7+0.2% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,737 | $102.0 萬 | 0.13% | +268+7.7% | 加碼 |
| Rodgers Brothers Inc. | 3,710 | $101.3 萬 | 0.17% | +65+1.8% | 加碼 |
| Sunbelt Securities, Inc. | 3,708 | $101.2 萬 | 0.14% | +1,001+37.0% | 加碼 |
| Private Asset Management Inc | 3,689 | $100.7 萬 | 0.24% | −948−20.4% | 減碼 |
| WealthTrust Asset Management, LLC | 3,682 | $100.5 萬 | 0.94% | −52−1.4% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 3,682 | $100.5 萬 | 0.13% | +3+0.1% | 加碼 |
| Johnson Financial Group, Inc. | 3,680 | $100.5 萬 | 0.07% | +509+16.1% | 加碼 |
| Legacy Capital Group California, Inc. | 3,678 | $100.4 萬 | 0.43% | +3+0.1% | 加碼 |
| Fairview Capital Investment Management, LLC | 3,668 | $100.1 萬 | 0.06% | 00.0% | 不變 |
| BlueCrest Capital Management Ltd | 3,668 | $100.1 萬 | 0.16% | +3,668 | 新進 |
| Penobscot Wealth Management | 3,665 | $99.9 萬 | 0.76% | −32−0.9% | 減碼 |
| Ostrum Asset Management | 3,657 | $99.8 萬 | 0.09% | −25−0.7% | 減碼 |
| Rooted Wealth Advisors, Inc. | 3,938 | $99.7 萬 | 0.61% | +580+17.3% | 加碼 |
| Investment Partners, Ltd. | 3,651 | $99.7 萬 | 0.52% | −264−6.7% | 減碼 |
| Regal Investment Advisors LLC | 3,645 | $99.5 萬 | 0.09% | −203−5.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,643 | $99.5 萬 | 0.46% | +10.0% | 加碼 |
| First Manhattan Co | 3,630 | $99.1 萬 | 0.00% | +2+0.1% | 加碼 |
| Shell Asset Management Co | 3,623 | $98.9 萬 | 0.04% | −17−0.5% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 3,614 | $98.7 萬 | 0.33% | +5+0.1% | 加碼 |
| Davis R M Inc | 3,599 | $98.3 萬 | 0.02% | −47−1.3% | 減碼 |
| High Net Worth Advisory Group LLC | 3,596 | $98.2 萬 | 0.39% | −110−3.0% | 減碼 |
| HCR Wealth Advisors | 3,586 | $97.9 萬 | 0.21% | +603+20.2% | 加碼 |
| AdvisorNet Financial, Inc | 3,584 | $97.9 萬 | 0.09% | −4,215−54.0% | 減碼 |
| J. W. Coons Advisors, LLC | 3,580 | $97.7 萬 | 0.28% | 00.0% | 不變 |
| Taurus Asset Management, LLC | 3,558 | $97.1 萬 | 0.12% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 3,553 | $97.0 萬 | 0.19% | +243+7.3% | 加碼 |
| Delta Financial Group, Inc. | 3,547 | $96.8 萬 | 0.33% | +3,547 | 新進 |
| Boston Research & Management Inc | 3,542 | $96.6 萬 | 0.29% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 3,536 | $96.5 萬 | 0.13% | −300−7.8% | 減碼 |
| Founders Financial Securities LLC | 3,534 | $96.5 萬 | 0.13% | −300−7.8% | 減碼 |
| Everett Harris & Co | 3,533 | $96.5 萬 | 0.02% | +82+2.4% | 加碼 |
| SS&H Financial Advisors, Inc. | 3,525 | $96.2 萬 | 0.45% | +3,525 | 新進 |
| DMG Group, LLC | 3,517 | $96.0 萬 | 0.97% | −20−0.6% | 減碼 |
| Rehmann Capital Advisory Group | 3,513 | $95.9 萬 | 0.09% | −81−2.3% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 3,512 | $95.9 萬 | 0.15% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,506 | $95.7 萬 | 0.23% | +1,187+51.2% | 加碼 |
| Centaurus Financial, Inc. | 3,502 | $95.6 萬 | 0.08% | +946+37.0% | 加碼 |
| Wealth Architects, LLC | 3,483 | $95.1 萬 | 0.16% | +88+2.6% | 加碼 |
| Missouri Trust & Investment Co | 3,479 | $95.0 萬 | 0.43% | −10−0.3% | 減碼 |
| Washington Trust Co | 3,477 | $94.9 萬 | 0.04% | −464−11.8% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,471 | $94.8 萬 | 0.09% | +419+13.7% | 加碼 |
| Aspen Investment Management Inc | 3,467 | $94.6 萬 | 0.57% | −50−1.4% | 減碼 |
| Savoie Capital LLC | 3,465 | $94.6 萬 | 0.25% | +3,465 | 新進 |
| MPS Loria Financial Planners, LLC | 3,457 | $94.4 萬 | 0.37% | +701+25.4% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,457 | $94.4 萬 | 0.50% | +120+3.6% | 加碼 |
| Dark Forest Capital Management LP | 3,445 | $94.0 萬 | 0.08% | −1,088−24.0% | 減碼 |
| Gleason Group, Inc. | 3,445 | $94.0 萬 | 0.25% | −159−4.4% | 減碼 |
| Curated Wealth Partners LLC | 3,438 | $93.9 萬 | 0.17% | −311−8.3% | 減碼 |
| Inscription Capital, LLC | 3,434 | $93.8 萬 | 0.31% | −3,202−48.3% | 減碼 |
| Thomasville National Bank | 3,430 | $93.6 萬 | 0.09% | +25+0.7% | 加碼 |
| Sompo Asset Management Co., Ltd. | 3,420 | $93.4 萬 | 0.20% | +970+39.6% | 加碼 |
| Cahill Financial Advisors Inc | 3,419 | $93.3 萬 | 0.16% | −18−0.5% | 減碼 |
| Laird Norton Trust Company, LLC | 3,407 | $93.0 萬 | 0.12% | 00.0% | 不變 |
| Puzo Michael J | 3,400 | $92.8 萬 | 0.31% | −525−13.4% | 減碼 |
| SageView Advisory Group, LLC | 3,391 | $92.6 萬 | 0.05% | +40+1.2% | 加碼 |
| Sawgrass Asset Management LLC | 3,385 | $92.4 萬 | 0.11% | +130+4.0% | 加碼 |
| Fundamentun, LLC | 3,366 | $91.9 萬 | 0.14% | +1,485+78.9% | 加碼 |
| JFS Wealth Advisors, LLC | 3,351 | $91.5 萬 | 0.09% | +3+0.1% | 加碼 |
| Titleist Asset Management, LLC | 3,346 | $91.4 萬 | 0.19% | −172−4.9% | 減碼 |
| Auxier Asset Management | 3,330 | $90.9 萬 | 0.16% | −100−2.9% | 減碼 |
| Benjamin Edwards Inc | 3,312 | $90.4 萬 | 0.21% | +145+4.6% | 加碼 |
| Security Financial Services, INC. | 3,310 | $90.4 萬 | 0.26% | +10.0% | 加碼 |
| Retirement Guys Formula LLC | 3,304 | $90.2 萬 | 0.63% | +3,304 | 新進 |
| Marshall Wace, LLP | 3,299 | $90.1 萬 | 0.00% | −143,044−97.7% | 減碼 |