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 |
|---|---|---|---|---|---|
| CNB Bank | 3,294 | $89.9 萬 | 0.53% | −70−2.1% | 減碼 |
| Nicolet Bankshares Inc | 3,291 | $89.8 萬 | 0.28% | 00.0% | 不變 |
| Mitchell Capital Management Co | 3,291 | $89.8 萬 | 0.21% | +33+1.0% | 加碼 |
| First Heartland Consultants, Inc. | 3,291 | $89.8 萬 | 0.11% | +84+2.6% | 加碼 |
| Pitcairn Co | 3,273 | $89.4 萬 | 0.07% | +749+29.7% | 加碼 |
| Colonial Trust Co | 3,251 | $88.8 萬 | 0.22% | +13+0.4% | 加碼 |
| Birinyi Associates Inc | 3,250 | $88.7 萬 | 0.35% | 00.0% | 不變 |
| Wealth Effects LLC | 3,247 | $88.6 萬 | 0.44% | +18+0.6% | 加碼 |
| Eqis Capital Management, Inc. | 3,243 | $88.5 萬 | 0.11% | +690+27.0% | 加碼 |
| Peoples Financial Services Corp. | 3,239 | $88.4 萬 | 0.42% | +40+1.3% | 加碼 |
| Sittner & Nelson, LLC | 3,238 | $88.4 萬 | 0.51% | +2+0.1% | 加碼 |
| Washington Trust Advisors, Inc. | 3,232 | $88.2 萬 | 0.09% | +157+5.1% | 加碼 |
| Menard Financial Group LLC | 3,232 | $88.2 萬 | 1.28% | +195+6.4% | 加碼 |
| Change Path, LLC | 3,232 | $88.2 萬 | 0.06% | −1,012−23.8% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 3,219 | $87.9 萬 | 0.29% | +2,265+237.4% | 加碼 |
| Farmers National Bank | 3,201 | $87.4 萬 | 0.30% | −411−11.4% | 減碼 |
| Visionary Wealth Advisors | 3,194 | $87.2 萬 | 0.07% | −68−2.1% | 減碼 |
| MONECO Advisors, LLC | 3,192 | $87.1 萬 | 0.24% | +514+19.2% | 加碼 |
| Rossmore Private Capital | 3,191 | $87.1 萬 | 0.13% | +69+2.2% | 加碼 |
| David Loasby | 3,280 | $86.9 萬 | 0.10% | +6+0.2% | 加碼 |
| Cardiff Park Advisors, LLC | 3,179 | $86.8 萬 | 0.11% | +12+0.4% | 加碼 |
| Cyndeo Wealth Partners, LLC | 3,179 | $86.8 萬 | 0.09% | +309+10.8% | 加碼 |
| Concord Asset Management, LLC | 3,178 | $86.8 萬 | 0.29% | +3,178 | 新進 |
| Summit Financial Group Inc | 3,176 | $86.7 萬 | 0.36% | −15−0.5% | 減碼 |
| Pathway Financial Advisors LLC | 3,173 | $86.6 萬 | 0.30% | 00.0% | 不變 |
| Magnus Financial Group LLC | 3,172 | $86.6 萬 | 0.13% | +53+1.7% | 加碼 |
| Alphadyne Asset Management LP | 3,168 | $86.5 萬 | 0.42% | +3,168 | 新進 |
| SignalPoint Asset Management, LLC | 3,163 | $86.4 萬 | 0.28% | +43+1.4% | 加碼 |
| Ballast Advisors LLC | 3,158 | $86.2 萬 | 0.34% | −231−6.8% | 減碼 |
| Atwood & Palmer Inc | 3,158 | $86.2 萬 | 0.08% | −50−1.6% | 減碼 |
| Prosperitas Financial LLC | 3,152 | $86.1 萬 | 0.67% | +3,152 | 新進 |
| Concentric Wealth Management, LLC | 3,150 | $86.0 萬 | 0.28% | +10+0.3% | 加碼 |
| Evergreen Capital Management LLC | 3,149 | $86.0 萬 | 0.04% | +595+23.3% | 加碼 |
| Montecito Bank & Trust | 3,145 | $85.9 萬 | 0.20% | −170−5.1% | 減碼 |
| King Wealth | 3,144 | $85.8 萬 | 0.18% | −9−0.3% | 減碼 |
| Berkshire Asset Management LLC | 3,138 | $85.7 萬 | 0.05% | +307+10.8% | 加碼 |
| Vanguard Capital Wealth Advisors | 3,126 | $85.3 萬 | 0.79% | +4+0.1% | 加碼 |
| CCG Wealth Management, LLC | 3,121 | $85.2 萬 | 0.56% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 3,121 | $85.2 萬 | 0.28% | −456−12.7% | 減碼 |
| Belpointe Asset Management LLC | 3,109 | $84.9 萬 | 0.09% | +1,519+95.5% | 加碼 |
| Adell Harriman & Carpenter Inc | 3,109 | $84.9 萬 | 0.09% | −925−22.9% | 減碼 |
| Sutton Wealth Advisors Inc. | 3,107 | $84.8 萬 | 0.42% | +41+1.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,102 | $84.7 萬 | 0.31% | −137−4.2% | 減碼 |
| Archer Investment Corp | 3,094 | $84.5 萬 | 0.30% | +18+0.6% | 加碼 |
| KLCM Advisors, Inc. | 3,089 | $84.3 萬 | 0.16% | +1,432+86.4% | 加碼 |
| Fortem Financial Group, LLC | 3,081 | $84.1 萬 | 0.49% | −2−0.1% | 減碼 |
| Fidelis Capital Partners, LLC | 3,078 | $84.0 萬 | 0.29% | +133+4.5% | 加碼 |
| Horizon Wealth Management, LLC | 3,074 | $83.9 萬 | 0.34% | +11+0.4% | 加碼 |
| Gray Wealth Management Inc. | 3,071 | $83.8 萬 | 0.43% | −27−0.9% | 減碼 |
| Geller Advisors LLC | 3,063 | $83.6 萬 | 0.10% | +17+0.6% | 加碼 |
| Hilltop Holdings Inc. | 3,061 | $83.5 萬 | 0.10% | −27−0.9% | 減碼 |
| Capital Advisors Inc | 3,056 | $83.4 萬 | 0.02% | +505+19.8% | 加碼 |
| Abn Amro Investment Solutions | 3,056 | $83.4 萬 | 0.02% | −536−14.9% | 減碼 |
| Hancock Whitney Corp | 3,043 | $83.1 萬 | 0.03% | −570−15.8% | 減碼 |
| NVWM, LLC | 3,042 | $83.0 萬 | 0.27% | −17−0.6% | 減碼 |
| CVA Family Office, LLC | 3,022 | $82.5 萬 | 0.19% | +209+7.4% | 加碼 |
| StrategIQ Financial Group, LLC | 3,020 | $82.4 萬 | 0.10% | +10.0% | 加碼 |
| Wealth Management Partners, LLC | 3,018 | $82.4 萬 | 0.51% | −850−22.0% | 減碼 |
| WMS Partners, LLC | 3,005 | $82.0 萬 | 0.06% | −1,098−26.8% | 減碼 |
| V Wealth Advisors LLC | 3,005 | $82.0 萬 | 0.66% | −6,237−67.5% | 減碼 |
| Provenance Wealth Advisors, LLC | 3,003 | $82.0 萬 | 0.13% | +3,003 | 新進 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $81.9 萬 | 0.31% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 2,992 | $81.7 萬 | 0.70% | 00.0% | 不變 |
| Benin Management CORP | 2,986 | $81.5 萬 | 0.30% | 00.0% | 不變 |
| Woodstock Corp | 2,980 | $81.4 萬 | 0.10% | −220−6.9% | 減碼 |
| Deseret Mutual Benefit Administrators | 2,978 | $81.3 萬 | 0.40% | −222−6.9% | 減碼 |
| Epoch Investment Partners, Inc. | 2,969 | $81.1 萬 | 0.01% | −1,591−34.9% | 減碼 |
| Bath Savings Trust Co | 2,965 | $80.9 萬 | 0.10% | +15+0.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 2,964 | $80.9 萬 | 0.03% | −48−1.6% | 減碼 |
| Sentry Investment Management LLC | 2,962 | $80.9 萬 | 0.39% | −702−19.2% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 2,951 | $80.9 萬 | 0.60% | −10−0.3% | 減碼 |
| CX Institutional | 2,959 | $80.8 萬 | 0.04% | −24−0.8% | 減碼 |
| Harfst & Associates, Inc. | 2,954 | $80.6 萬 | 0.23% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 2,953 | $80.6 萬 | 0.04% | +1,794+154.8% | 加碼 |
| Compass Ion Advisors, LLC | 2,950 | $80.5 萬 | 0.14% | +2,950 | 新進 |
| Means Investment Co., Inc. | 2,946 | $80.4 萬 | 0.13% | +238+8.8% | 加碼 |
| Mechanics Financial Corp | 2,940 | $80.3 萬 | 0.44% | +95+3.3% | 加碼 |
| Threadgill Financial, LLC | 2,956 | $80.2 萬 | 0.61% | +2,956 | 新進 |
| Mendel Money Management | 2,933 | $80.1 萬 | 0.43% | +63+2.2% | 加碼 |
| Texas Yale Capital Corp. | 2,931 | $80.0 萬 | 0.04% | 00.0% | 不變 |
| Aspiriant, LLC | 2,922 | $79.8 萬 | 0.04% | +126+4.5% | 加碼 |
| Rogco, LP | 2,917 | $79.6 萬 | 0.39% | +2,917 | 新進 |
| Hudson Valley Investment Advisors Inc | 2,911 | $79.5 萬 | 0.11% | −503−14.7% | 減碼 |
| CTC Alternative Strategies, Ltd. | 2,900 | $79.2 萬 | 1.49% | +2,900 | 新進 |
| Virtus ETF Advisers LLC | 2,900 | $79.2 萬 | 0.48% | +2,900 | 新進 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,896 | $79.1 萬 | 0.43% | +2,896 | 新進 |
| Ironwood Investment Counsel, LLC | 2,892 | $79.0 萬 | 0.19% | +2+0.1% | 加碼 |
| Somerville Kurt F | 2,890 | $78.9 萬 | 0.16% | 00.0% | 不變 |
| ORG Partners LLC | 2,882 | $78.7 萬 | 0.23% | −728−20.2% | 減碼 |
| Y.D. More Investments Ltd | 2,878 | $78.5 萬 | 0.16% | −166−5.5% | 減碼 |
| Nomura Holdings Inc | 2,874 | $78.5 萬 | 0.01% | −2,986−51.0% | 減碼 |
| Alpha DNA Investment Management LLC | 2,874 | $78.5 萬 | 0.50% | +2,874 | 新進 |
| ICA Group Wealth Management, LLC | 2,871 | $78.3 萬 | 0.22% | +201+7.5% | 加碼 |
| Farther Finance Advisors, LLC | 2,869 | $78.3 萬 | 0.12% | +2,274+382.2% | 加碼 |
| CIC Wealth, LLC | 2,863 | $78.2 萬 | 0.28% | −74−2.5% | 減碼 |
| Abacus Planning Group, Inc. | 2,855 | $77.9 萬 | 0.19% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 2,854 | $77.9 萬 | 0.18% | +139+5.1% | 加碼 |
| Connectus Wealth, LLC | 2,849 | $77.9 萬 | 0.02% | +1,332+87.8% | 加碼 |
| Penserra Capital Management LLC | 2,857 | $77.9 萬 | 0.02% | −1,092−27.7% | 減碼 |
| Carson Advisory Inc. | 2,850 | $77.8 萬 | 0.68% | −1,401−33.0% | 減碼 |