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 |
|---|---|---|---|---|---|
| Ziegler Capital Management, LLC | 37,562 | $1,025 萬 | 0.41% | −842−2.2% | 減碼 |
| MainStreet Investment Advisors LLC | 37,433 | $1,022 萬 | 1.19% | −2,510−6.3% | 減碼 |
| Parsons Capital Management Inc | 37,094 | $1,013 萬 | 0.80% | +69+0.2% | 加碼 |
| Synovus Financial Corp | 37,049 | $1,012 萬 | 0.12% | −78−0.2% | 減碼 |
| Acadian Asset Management LLC | 37,040 | $1,011 萬 | 0.04% | −18,425−33.2% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 36,981 | $1,010 萬 | 0.22% | +11,372+44.4% | 加碼 |
| Securian Asset Management, Inc | 36,608 | $999.4 萬 | 0.30% | −6,223−14.5% | 減碼 |
| Simmons Bank | 36,491 | $996.2 萬 | 0.88% | −1,452−3.8% | 減碼 |
| First National Trust Co | 36,211 | $988.6 萬 | 0.47% | −2,468−6.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 36,169 | $987.4 萬 | 0.15% | +112+0.3% | 加碼 |
| CWM, LLC | 35,964 | $981.8 萬 | 0.06% | +15,673+77.2% | 加碼 |
| James Investment Research Inc | 35,792 | $977.1 萬 | 1.29% | −328−0.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 35,643 | $973.1 萬 | 0.34% | −406−1.1% | 減碼 |
| Hartford Investment Management Co | 34,984 | $955.1 萬 | 0.38% | −1,372−3.8% | 減碼 |
| Norinchukin Bank, The | 34,948 | $954.1 萬 | 0.22% | −22,618−39.3% | 減碼 |
| NBT Bank N A | 34,943 | $953.9 萬 | 0.92% | +13,287+61.4% | 加碼 |
| Pacer Advisors, Inc. | 34,869 | $951.9 萬 | 0.04% | +683+2.0% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 34,850 | $951.4 萬 | 1.11% | −606−1.7% | 減碼 |
| Prospera Financial Services Inc | 34,789 | $950.3 萬 | 0.37% | −3,146−8.3% | 減碼 |
| Welch Group, LLC | 34,761 | $949.0 萬 | 0.56% | +140+0.4% | 加碼 |
| TownSquare Capital, LLC | 34,574 | $943.9 萬 | 0.17% | +430+1.3% | 加碼 |
| HB Wealth Management, LLC | 34,550 | $943.2 萬 | 0.15% | +1,908+5.8% | 加碼 |
| Freemont Management S.A. | 34,200 | $933.7 萬 | 1.50% | −5,800−14.5% | 減碼 |
| Shelter Mutual Insurance Co | 34,200 | $933.7 萬 | 2.60% | 00.0% | 不變 |
| Putnam Investments LLC | 34,038 | $929.2 萬 | 0.01% | −3,455−9.2% | 減碼 |
| Verition Fund Management LLC | 33,711 | $920.3 萬 | 0.12% | +33,711 | 新進 |
| Jamison Private Wealth Management, Inc. | 33,397 | $911.7 萬 | 1.89% | +33,397 | 新進 |
| Lyell Wealth Management, LP | 33,194 | $906.2 萬 | 1.22% | −337−1.0% | 減碼 |
| Banque Cantonale Vaudoise | 32,661 | $891.6 萬 | 0.45% | −3,439−9.5% | 減碼 |
| LMCG Investments, LLC | 32,580 | $889.4 萬 | 0.60% | +548+1.7% | 加碼 |
| Tufton Capital Management | 32,332 | $882.7 萬 | 1.97% | −2,734−7.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 32,245 | $880.3 萬 | 0.04% | +32,245 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 32,217 | $879.5 萬 | 1.11% | −8,466−20.8% | 減碼 |
| Louisiana State Employees Retirement System | 31,600 | $862.7 萬 | 0.20% | −300−0.9% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 31,322 | $855.1 萬 | 2.95% | −229−0.7% | 減碼 |
| Sigma Planning Corp | 31,156 | $850.6 萬 | 0.32% | +3,208+11.5% | 加碼 |
| Philadelphia Trust Co | 31,022 | $846.9 萬 | 0.87% | −4,517−12.7% | 減碼 |
| Quantinno Capital Management LP | 30,909 | $843.8 萬 | 0.38% | +4,118+15.4% | 加碼 |
| First American Trust, FSB | 30,431 | $830.8 萬 | 1.18% | −785−2.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 30,415 | $830.3 萬 | 0.26% | +2,337+8.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 30,032 | $819.9 萬 | 0.09% | −649−2.1% | 減碼 |
| Illinois Municipal Retirement Fund | 29,985 | $818.6 萬 | 0.15% | −4,756−13.7% | 減碼 |
| Snowden Capital Advisors LLC | 29,737 | $811.8 萬 | 0.35% | −6,660−18.3% | 減碼 |
| Kanawha Capital Management LLC | 29,482 | $804.9 萬 | 0.78% | −200−0.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 29,430 | $803.4 萬 | 0.25% | −11,457−28.0% | 減碼 |
| ClariVest Asset Management LLC | 29,391 | $802.4 萬 | 0.44% | −2,089−6.6% | 減碼 |
| Oak Harvest Investment Services | 29,159 | $796.0 萬 | 1.68% | +104+0.4% | 加碼 |
| Toroso Investments, LLC | 28,973 | $791.0 萬 | 0.24% | +2,653+10.1% | 加碼 |
| Central Bank & Trust Co | 28,936 | $790.0 萬 | 1.37% | −254−0.9% | 減碼 |
| Scopus Asset Management, L.P. | 28,700 | $783.5 萬 | 0.30% | +28,700 | 新進 |
| German American Bancorp, Inc. | 28,587 | $780.4 萬 | 1.14% | +264+0.9% | 加碼 |
| Cannell Peter B & Co Inc | 28,337 | $773.6 萬 | 0.26% | −986−3.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 28,256 | $771.4 萬 | 0.19% | +302+1.1% | 加碼 |
| Colony Group LLC | 28,213 | $770.2 萬 | 0.12% | −62,563−68.9% | 減碼 |
| Brookstone Capital Management | 30,243 | $764.8 萬 | 0.17% | −2,116−6.5% | 減碼 |
| Integris Wealth Management, LLC | 27,899 | $761.6 萬 | 2.50% | +91+0.3% | 加碼 |
| Bokf, NA | 33,560 | $758.6 萬 | 0.17% | +4,076+13.8% | 加碼 |
| Avantax Advisory Services, Inc. | 27,747 | $757.5 萬 | 0.08% | −1,286−4.4% | 減碼 |
| Alps Advisors Inc | 27,384 | $747.6 萬 | 0.06% | +16,694+156.2% | 加碼 |
| Eagle Asset Management Inc | 27,357 | $746.8 萬 | 0.04% | +17,478+176.9% | 加碼 |
| Eagle Global Advisors LLC | 27,343 | $746.5 萬 | 0.48% | −104−0.4% | 減碼 |
| Citadel Advisors LLC | 27,194 | $742.4 萬 | 0.01% | −11,664−30.0% | 減碼 |
| Farmers & Merchants Investments Inc | 26,900 | $734.4 萬 | 0.29% | +178+0.7% | 加碼 |
| New Mexico Educational Retirement Board | 26,802 | $731.7 萬 | 0.31% | +1,500+5.9% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 26,799 | $731.6 萬 | 2.44% | +26,799 | 新進 |
| Consolidated Planning Corp | 26,743 | $730.1 萬 | 1.62% | +210+0.8% | 加碼 |
| Shelton Capital Management | 26,584 | $725.7 萬 | 0.27% | +11,668+78.2% | 加碼 |
| United Capital Management of KS, Inc. | 26,392 | $720.5 萬 | 2.45% | +644+2.5% | 加碼 |
| Independent Wealth Network Inc. | 26,355 | $719.5 萬 | 4.42% | −97−0.4% | 減碼 |
| Addenda Capital Inc. | 26,335 | $718.9 萬 | 0.31% | −25−0.1% | 減碼 |
| Miracle Mile Advisors, LLC | 26,248 | $716.6 萬 | 0.22% | −303−1.1% | 減碼 |
| Vestcor Inc | 26,211 | $715.6 萬 | 0.26% | −2,383−8.3% | 減碼 |
| Sigma Investment Counselors Inc | 25,981 | $709.3 萬 | 0.54% | −680−2.6% | 減碼 |
| Nikko Asset Management Americas, Inc. | 25,918 | $707.7 萬 | 0.08% | −1,127−4.2% | 減碼 |
| First Financial Bank - Trust Division | 25,829 | $705.1 萬 | 0.77% | +632+2.5% | 加碼 |
| Genus Capital Management Inc. | 25,744 | $702.8 萬 | 1.11% | +12,080+88.4% | 加碼 |
| Jefferies Financial Group Inc. | 25,669 | $700.8 萬 | 0.17% | +14,681+133.6% | 加碼 |
| Signet Financial Management, LLC | 25,507 | $696.3 萬 | 1.15% | −1,482−5.5% | 減碼 |
| Logan Capital Management Inc | 25,462 | $695.1 萬 | 0.35% | +10.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 25,452 | $694.8 萬 | 0.14% | −14,951−37.0% | 減碼 |
| Advisor Partners II, LLC | 25,319 | $691.2 萬 | 0.28% | +2,071+8.9% | 加碼 |
| Welch & Forbes LLC | 25,285 | $690.3 萬 | 0.11% | −1,388−5.2% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $685.7 萬 | 4.47% | +5,000+24.9% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 25,082 | $684.7 萬 | 0.45% | 00.0% | 不變 |
| Financial Partners Group, LLC | 24,999 | $682.5 萬 | 3.27% | −2,032−7.5% | 減碼 |
| Exchange Traded Concepts, LLC | 24,755 | $675.8 萬 | 0.19% | −8,764−26.1% | 減碼 |
| Fusion Capital, LLC | 24,741 | $675.4 萬 | 3.80% | +730+3.0% | 加碼 |
| Chartwell Investment Partners, LLC | 24,585 | $671.2 萬 | 0.26% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 24,388 | $665.8 萬 | 0.26% | −676−2.7% | 減碼 |
| Aull & Monroe Investment Management Corp | 24,234 | $661.6 萬 | 3.45% | −200−0.8% | 減碼 |
| Hixon Zuercher, LLC | 24,062 | $656.9 萬 | 3.44% | +4,139+20.8% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 24,000 | $655.2 萬 | 0.09% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 23,874 | $651.8 萬 | 0.32% | +257+1.1% | 加碼 |
| American National Bank | 23,862 | $651.4 萬 | 1.11% | −5,574−18.9% | 減碼 |
| Narwhal Capital Management | 23,716 | $647.4 萬 | 0.79% | +401+1.7% | 加碼 |
| AIA Group Ltd | 23,691 | $646.8 萬 | 0.32% | +6,398+37.0% | 加碼 |
| Granite Bay Wealth Management, LLC | 23,662 | $645.1 萬 | 0.06% | +23,662 | 新進 |
| Principle Wealth Partners LLC | 23,579 | $643.7 萬 | 0.65% | −23−0.1% | 減碼 |
| Wesbanco Bank Inc | 23,497 | $641.5 萬 | 0.28% | −258−1.1% | 減碼 |
| Sentry LLC | 23,487 | $641.2 萬 | 1.35% | +10.0% | 加碼 |