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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 64,234 | $1,754 萬 | 0.32% | +280.0% | 加碼 |
| Delta Asset Management LLC | 64,213 | $1,753 萬 | 1.83% | −141−0.2% | 減碼 |
| Harvest Portfolios Group Inc. | 63,274 | $1,727 萬 | 0.82% | −20,013−24.0% | 減碼 |
| Baker Avenue Asset Management, LP | 62,440 | $1,705 萬 | 0.85% | −2,490−3.8% | 減碼 |
| Massmutual Trust Co FSB | 62,165 | $1,697 萬 | 0.63% | −160−0.3% | 減碼 |
| Integrated Advisors Network LLC | 61,632 | $1,683 萬 | 1.03% | −392−0.6% | 減碼 |
| Kadensa Capital Ltd | 60,951 | $1,664 萬 | 3.28% | +60,951 | 新進 |
| Kovitz Investment Group Partners, LLC | 60,229 | $1,644 萬 | 0.30% | −1,392−2.3% | 減碼 |
| Blackhill Capital Inc | 60,000 | $1,638 萬 | 1.58% | 00.0% | 不變 |
| Two Sigma Investments, LP | 59,659 | $1,629 萬 | 0.05% | +59,659 | 新進 |
| Cetera Advisors LLC | 58,699 | $1,602 萬 | 0.25% | +13,290+29.3% | 加碼 |
| KCM Investment Advisors LLC | 58,402 | $1,594 萬 | 0.69% | −984−1.7% | 減碼 |
| Congress Asset Management Co | 58,375 | $1,594 萬 | 0.14% | −659−1.1% | 減碼 |
| Independent Advisor Alliance | 58,373 | $1,594 萬 | 0.72% | −841−1.4% | 減碼 |
| Nissay Asset Management Corp | 58,263 | $1,591 萬 | 0.14% | +1,930+3.4% | 加碼 |
| Worldquant Millennium Advisors LLC | 57,946 | $1,582 萬 | 0.24% | −16,261−21.9% | 減碼 |
| RiverFront Investment Group, LLC | 57,304 | $1,564 萬 | 0.55% | +2,621+4.8% | 加碼 |
| Gladius Capital Management LP | 57,291 | $1,564 萬 | 4.49% | +56,253+5,419.4% | 加碼 |
| PGGM Investments | 56,626 | $1,546 萬 | 0.27% | +16,105+39.7% | 加碼 |
| Moran Wealth Management, LLC | 56,070 | $1,531 萬 | 0.59% | −320−0.6% | 減碼 |
| Eisler Capital (UK) Ltd. | 55,938 | $1,527 萬 | 0.67% | +4,654+9.1% | 加碼 |
| Richard C. Young & CO., LTD. | 55,521 | $1,516 萬 | 2.16% | +373+0.7% | 加碼 |
| Birmingham Capital Management Co Inc | 55,135 | $1,505 萬 | 6.22% | +725+1.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 55,099 | $1,504 萬 | 0.23% | +350+0.6% | 加碼 |
| Public Sector Pension Investment Board | 54,645 | $1,492 萬 | 0.11% | +5,297+10.7% | 加碼 |
| Greenwood Gearhart Inc | 54,505 | $1,488 萬 | 1.76% | +611+1.1% | 加碼 |
| ING Groep NV | 54,169 | $1,479 萬 | 0.13% | +7,976+17.3% | 加碼 |
| Private Advisor Group, LLC | 54,130 | $1,478 萬 | 0.13% | −15,795−22.6% | 減碼 |
| Wharton Business Group, LLC | 54,028 | $1,475 萬 | 0.82% | +8,301+18.2% | 加碼 |
| LaFleur & Godfrey LLC | 52,930 | $1,445 萬 | 2.31% | +125+0.2% | 加碼 |
| Wealthfront Advisers LLC | 52,714 | $1,439 萬 | 0.06% | +5,348+11.3% | 加碼 |
| Whittier Trust Co | 52,012 | $1,420 萬 | 0.25% | +339+0.7% | 加碼 |
| Charter Trust Co | 51,365 | $1,402 萬 | 1.12% | −796−1.5% | 減碼 |
| CWM Advisors, LLC | 51,032 | $1,393 萬 | 1.78% | +46,678+1,072.1% | 加碼 |
| Howe & Rusling Inc | 50,885 | $1,389 萬 | 1.64% | +329+0.7% | 加碼 |
| Dearborn Partners LLC | 50,876 | $1,389 萬 | 0.55% | −209−0.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 50,350 | $1,375 萬 | 1.43% | −129−0.3% | 減碼 |
| TD Waterhouse Canada Inc. | 49,570 | $1,368 萬 | 0.14% | −1,293−2.5% | 減碼 |
| La Banque Postale Asset Management SA | 49,874 | $1,362 萬 | 0.30% | +25,916+108.2% | 加碼 |
| Aptus Capital Advisors, LLC | 49,709 | $1,357 萬 | 0.40% | −1,947−3.8% | 減碼 |
| M&G Investment Management Ltd | 47,731 | $1,303 萬 | 0.10% | −12,776−21.1% | 減碼 |
| Bank of Nova Scotia | 47,708 | $1,302 萬 | 0.03% | +5,317+12.5% | 加碼 |
| Dana Investment Advisors, Inc. | 47,457 | $1,296 萬 | 0.66% | +43,228+1,022.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 47,267 | $1,291 萬 | 0.29% | −3,691−7.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 47,231 | $1,289 萬 | 0.36% | −5,015−9.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 47,072 | $1,285 萬 | 0.13% | 00.0% | 不變 |
| Congress Wealth Management LLC | 46,946 | $1,282 萬 | 0.26% | +433+0.9% | 加碼 |
| British Columbia Investment Management Corp | 46,857 | $1,279 萬 | 0.12% | +241+0.5% | 加碼 |
| Bogart Wealth, LLC | 46,491 | $1,269 萬 | 0.78% | −1,051−2.2% | 減碼 |
| Salem Investment Counselors Inc | 46,476 | $1,269 萬 | 0.48% | −139−0.3% | 減碼 |
| Mastrapasqua Asset Management Inc | 45,783 | $1,250 萬 | 1.47% | −60−0.1% | 減碼 |
| Meridian Wealth Management, LLC | 45,752 | $1,249 萬 | 0.77% | +22,476+96.6% | 加碼 |
| Pathstone Family Office, LLC | 45,394 | $1,240 萬 | 0.10% | +26,304+137.8% | 加碼 |
| Cullinan Associates Inc | 45,267 | $1,236 萬 | 0.72% | +8,508+23.1% | 加碼 |
| Scotia Capital Inc. | 45,249 | $1,235 萬 | 0.09% | +4,420+10.8% | 加碼 |
| American Assets Investment Management, LLC | 45,000 | $1,229 萬 | 1.37% | 00.0% | 不變 |
| Central Trust Co | 44,968 | $1,228 萬 | 0.35% | −2,170−4.6% | 減碼 |
| Lee Danner & Bass Inc | 44,925 | $1,227 萬 | 1.11% | −1,505−3.2% | 減碼 |
| Community Bank of Raymore | 44,615 | $1,218 萬 | 5.67% | −450−1.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 44,353 | $1,211 萬 | 0.12% | −4,736−9.6% | 減碼 |
| Cornerstone Advisors, LLC | 43,900 | $1,198 萬 | 0.56% | +2,400+5.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,238 | $1,195 萬 | 0.16% | −7,210−14.0% | 減碼 |
| Allied Investment Advisors, LLC | 43,755 | $1,195 萬 | 3.57% | −263−0.6% | 減碼 |
| Atria Investments LLC | 43,561 | $1,189 萬 | 0.21% | +2,203+5.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 43,556 | $1,189 萬 | 0.03% | −2,439−5.3% | 減碼 |
| Culbertson A N & Co Inc | 43,515 | $1,188 萬 | 2.38% | +144+0.3% | 加碼 |
| Advisory Services Network, LLC | 43,462 | $1,187 萬 | 0.32% | +2,305+5.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 43,118 | $1,177 萬 | 0.36% | +627+1.5% | 加碼 |
| Clifford Swan Investment Counsel LLC | 42,994 | $1,174 萬 | 0.49% | −450−1.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 42,706 | $1,166 萬 | 0.55% | +611+1.5% | 加碼 |
| Savant Capital, LLC | 42,647 | $1,164 萬 | 0.17% | +16,574+63.6% | 加碼 |
| Fayez Sarofim & Co | 42,545 | $1,161 萬 | 0.04% | +3,371+8.6% | 加碼 |
| Dodge & Cox | 42,379 | $1,157 萬 | 0.01% | +12,380+41.3% | 加碼 |
| Hantz Financial Services, Inc. | 42,263 | $1,154 萬 | 0.29% | +717+1.7% | 加碼 |
| Atwater Malick LLC | 42,015 | $1,147 萬 | 5.05% | +172+0.4% | 加碼 |
| Strategic Global Advisors, LLC | 41,987 | $1,146 萬 | 1.91% | +7,035+20.1% | 加碼 |
| Blue Chip Partners, Inc. | 41,984 | $1,146 萬 | 1.37% | −30,316−41.9% | 減碼 |
| Davenport & Co LLC | 41,735 | $1,139 萬 | 0.09% | −673−1.6% | 減碼 |
| Ethic Inc. | 41,311 | $1,128 萬 | 0.40% | +3,524+9.3% | 加碼 |
| Kentucky Retirement Systems | 41,300 | $1,127 萬 | 0.39% | −136−0.3% | 減碼 |
| Baader Bank INC | 41,173 | $1,124 萬 | 1.02% | −9,433−18.6% | 減碼 |
| Jacobs & Co | 41,150 | $1,123 萬 | 1.40% | −1,313−3.1% | 減碼 |
| Stillwater Capital Advisors, LLC | 40,603 | $1,108 萬 | 2.02% | +210+0.5% | 加碼 |
| Rafferty Asset Management, LLC | 40,576 | $1,108 萬 | 0.07% | +3,331+8.9% | 加碼 |
| Pittenger & Anderson Inc | 40,285 | $1,100 萬 | 0.55% | +150+0.4% | 加碼 |
| JustInvest LLC | 39,996 | $1,092 萬 | 0.33% | +3,905+10.8% | 加碼 |
| Maryland State Retirement & Pension System | 39,779 | $1,086 萬 | 0.25% | +325+0.8% | 加碼 |
| National Asset Management, Inc. | 39,548 | $1,080 萬 | 0.29% | −67,453−63.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 39,482 | $1,078 萬 | 0.15% | +1,391+3.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 39,397 | $1,076 萬 | 0.15% | −736−1.8% | 減碼 |
| LS Investment Advisors, LLC | 39,127 | $1,068 萬 | 2.01% | −705−1.8% | 減碼 |
| Capital Investment Advisors, LLC | 39,066 | $1,066 萬 | 0.30% | −27,945−41.7% | 減碼 |
| Prio Wealth Limited Partnership | 38,939 | $1,063 萬 | 0.41% | −201−0.5% | 減碼 |
| Stockman Wealth Management, Inc. | 38,795 | $1,059 萬 | 2.33% | −2,666−6.4% | 減碼 |
| Noesis Capital Mangement Corp | 38,752 | $1,058 萬 | 2.77% | −530−1.3% | 減碼 |
| ExodusPoint Capital Management, LP | 38,678 | $1,056 萬 | 0.14% | −6,404−14.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 38,241 | $1,044 萬 | 0.24% | +26,473+225.0% | 加碼 |
| Lido Advisors, LLC | 38,024 | $1,038 萬 | 0.12% | −28,800−43.1% | 減碼 |
| Achmea Investment Management B.V. | 37,746 | $1,031 萬 | 0.22% | +1,856+5.2% | 加碼 |
| Dakota Wealth Management | 37,568 | $1,026 萬 | 0.45% | +255+0.7% | 加碼 |