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 |
|---|---|---|---|---|---|
| Hartford Financial Management Inc. | 23,485 | $641.1 萬 | 1.64% | −29−0.1% | 減碼 |
| United Services Automobile Association | 23,470 | $640.7 萬 | 0.16% | −2,459−9.5% | 減碼 |
| Perigon Wealth Management, LLC | 23,458 | $640.4 萬 | 0.26% | −262−1.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 23,289 | $635.8 萬 | 0.64% | −736−3.1% | 減碼 |
| Uniplan Investment Counsel, Inc. | 25,824 | $635.4 萬 | 0.49% | 00.0% | 不變 |
| Cantor Fitzgerald, L. P. | 23,220 | $633.9 萬 | 0.17% | +20,710+825.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 23,217 | $633.8 萬 | 0.09% | −145−0.6% | 減碼 |
| Spinnaker Trust | 23,210 | $633.6 萬 | 0.48% | +266+1.2% | 加碼 |
| Stamos Capital Partners, L.P. | 22,900 | $625.2 萬 | 1.39% | +1,490+7.0% | 加碼 |
| Silver Oak Securities, Inc | 22,766 | $621.5 萬 | 1.35% | −3,734−14.1% | 減碼 |
| Advisors Asset Management, Inc. | 22,343 | $610.0 萬 | 0.13% | −6,818−23.4% | 減碼 |
| BKD Wealth Advisors, LLC | 22,301 | $608.8 萬 | 0.18% | −1,305−5.5% | 減碼 |
| Walleye Capital LLC | 22,251 | $607.5 萬 | 0.09% | +22,251 | 新進 |
| Northwest Investment Counselors, LLC | 22,221 | $606.6 萬 | 1.69% | −588−2.6% | 減碼 |
| Brinker Capital Investments, LLC | 22,161 | $605.0 萬 | 0.07% | +244+1.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 22,161 | $605.0 萬 | 0.07% | +244+1.1% | 加碼 |
| Kavar Capital Partners Group, LLC | 22,135 | $604.3 萬 | 1.31% | −310−1.4% | 減碼 |
| Biechele Royce Advisors | 22,015 | $601.0 萬 | 2.22% | −391−1.7% | 減碼 |
| McGuire Investment Group, LLC | 21,987 | $600.2 萬 | 1.16% | +4,942+29.0% | 加碼 |
| Old National Bancorp | 21,824 | $595.8 萬 | 0.17% | −7,794−26.3% | 減碼 |
| Citizens National Bank Trust Department | 21,779 | $594.6 萬 | 1.63% | −305−1.4% | 減碼 |
| Consolidated Capital Management, LLC | 21,688 | $592.1 萬 | 3.14% | −548−2.5% | 減碼 |
| Raymond James Trust N.A. | 21,641 | $590.8 萬 | 0.18% | −471−2.1% | 減碼 |
| Adviser Investments LLC | 21,523 | $587.6 萬 | 0.13% | +307+1.4% | 加碼 |
| Churchill Management Corp | 21,469 | $586.1 萬 | 0.10% | +26+0.1% | 加碼 |
| Paradiem, LLC | 21,395 | $584.1 萬 | 1.75% | −106−0.5% | 減碼 |
| City Holding Co | 21,360 | $583.1 萬 | 1.04% | +50.0% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 21,231 | $579.6 萬 | 0.53% | +799+3.9% | 加碼 |
| Metis Global Partners, LLC | 21,154 | $577.5 萬 | 0.28% | +3,427+19.3% | 加碼 |
| Bank of Hawaii | 21,112 | $576.4 萬 | 0.33% | +452+2.2% | 加碼 |
| Metropolitan Life Insurance Co | 21,108 | $576.2 萬 | 0.30% | −1,351−6.0% | 減碼 |
| Knuff & Co LLC | 21,007 | $573.5 萬 | 2.29% | −479−2.2% | 減碼 |
| Employees Provident Fund Board | 21,000 | $573.3 萬 | 0.13% | −1,600−7.1% | 減碼 |
| Allworth Financial LP | 20,967 | $572.4 萬 | 0.05% | −465−2.2% | 減碼 |
| Ieq Capital, LLC | 20,827 | $568.6 萬 | 0.12% | +936+4.7% | 加碼 |
| Financial & Tax Architects, LLC | 20,826 | $568.6 萬 | 1.77% | −1,039−4.8% | 減碼 |
| Koshinski Asset Management, Inc. | 20,781 | $567.3 萬 | 0.65% | −277−1.3% | 減碼 |
| Tiaa Trust, National Association | 20,758 | $566.7 萬 | 0.02% | +20,758 | 新進 |
| Bourgeon Capital Management LLC | 20,750 | $566.5 萬 | 1.33% | −215−1.0% | 減碼 |
| Financial Advocates Investment Management | 20,458 | $558.5 萬 | 0.41% | +7,102+53.2% | 加碼 |
| Anderson Hoagland & Co | 20,431 | $557.8 萬 | 0.75% | +14+0.1% | 加碼 |
| Moors & Cabot, Inc. | 20,402 | $557.0 萬 | 0.38% | −1,057−4.9% | 減碼 |
| Prudential PLC | 20,326 | $554.9 萬 | 0.06% | −16,975−45.5% | 減碼 |
| Searle & Co. | 20,322 | $554.8 萬 | 1.89% | 00.0% | 不變 |
| Boit C F David | 20,400 | $554.3 萬 | 3.79% | 00.0% | 不變 |
| Geneva Partners, LLC | 20,276 | $553.5 萬 | 3.67% | +10,465+106.7% | 加碼 |
| SlateStone Wealth, LLC | 20,271 | $553.4 萬 | 0.80% | +12,187+150.8% | 加碼 |
| Perfromance Wealth Partners, LLC | 20,178 | $550.9 萬 | 0.27% | +2,387+13.4% | 加碼 |
| AustralianSuper Pty Ltd | 20,026 | $546.7 萬 | 0.04% | +8,218+69.6% | 加碼 |
| Caldwell Trust Co | 20,007 | $546.2 萬 | 0.75% | +20.0% | 加碼 |
| Jackson Square Capital, LLC | 19,948 | $544.6 萬 | 2.19% | +3,128+18.6% | 加碼 |
| Ellsworth Advisors, LLC | 21,480 | $543.2 萬 | 1.93% | −97−0.4% | 減碼 |
| Northeast Investment Management | 19,897 | $543.2 萬 | 0.32% | −117−0.6% | 減碼 |
| Global Retirement Partners, LLC | 20,455 | $542.1 萬 | 0.27% | +564+2.8% | 加碼 |
| Kingswood Wealth Advisors, LLC | 14,352 | $541.2 萬 | 0.93% | −789−5.2% | 減碼 |
| Valeo Financial Advisors, LLC | 19,756 | $539.4 萬 | 0.25% | +827+4.4% | 加碼 |
| Asset Dedication, LLC | 19,755 | $537.7 萬 | 0.46% | −742−3.6% | 減碼 |
| Wedbush Securities Inc | 19,568 | $534.2 萬 | 0.27% | −1,017−4.9% | 減碼 |
| King Luther Capital Management Corp | 19,518 | $532.9 萬 | 0.03% | −82−0.4% | 減碼 |
| Summitry LLC | 19,513 | $532.7 萬 | 0.35% | −33−0.2% | 減碼 |
| Sawtooth Solutions, LLC | 19,417 | $530.1 萬 | 0.17% | −1,617−7.7% | 減碼 |
| Family Legacy, Inc. | 19,384 | $529.2 萬 | 2.21% | −12−0.1% | 減碼 |
| Highland Capital Management, LLC | 19,271 | $526.1 萬 | 0.36% | −1,462−7.1% | 減碼 |
| Meiji Yasuda Life Insurance Co | 19,249 | $525.5 萬 | 0.14% | +7,874+69.2% | 加碼 |
| Romano Brothers and Company | 19,141 | $522.6 萬 | 0.81% | −63−0.3% | 減碼 |
| Burney Co | 19,036 | $519.7 萬 | 0.24% | −68−0.4% | 減碼 |
| Hallmark Capital Management Inc | 18,970 | $517.9 萬 | 0.43% | −2,275−10.7% | 減碼 |
| Vident Advisory, LLC | 18,967 | $517.8 萬 | 0.16% | +18,967 | 新進 |
| Columbia Asset Management | 18,963 | $517.7 萬 | 1.15% | −450−2.3% | 減碼 |
| Retirement Group, LLC | 18,960 | $517.6 萬 | 2.16% | −70.0% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 18,926 | $516.7 萬 | 1.87% | 00.0% | 不變 |
| Pearl River Capital, LLC | 18,922 | $516.6 萬 | 0.81% | +18,922 | 新進 |
| Neville Rodie & Shaw Inc | 18,886 | $515.6 萬 | 0.46% | −80.0% | 減碼 |
| Bridge Creek Capital Management LLC | 18,794 | $513.1 萬 | 1.95% | −425−2.2% | 減碼 |
| Reliant Investment Management, LLC | 18,580 | $507.2 萬 | 2.96% | +435+2.4% | 加碼 |
| Trinity Legacy Partners, LLC | 18,532 | $505.9 萬 | 1.75% | −2,903−13.5% | 減碼 |
| Advocate Group LLC | 18,498 | $505.0 萬 | 1.17% | +567+3.2% | 加碼 |
| Aries Wealth Management | 18,628 | $504.4 萬 | 1.97% | +500+2.8% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,439 | $503.4 萬 | 0.39% | −61−0.3% | 減碼 |
| Bleakley Financial Group, LLC | 18,398 | $502.3 萬 | 0.18% | −1,701−8.5% | 減碼 |
| Colonial Trust Advisors | 18,382 | $501.8 萬 | 0.57% | −25−0.1% | 減碼 |
| Americana Partners, LLC | 18,138 | $501.6 萬 | 0.54% | +17,122+1,685.2% | 加碼 |
| Kerrisdale Advisers, LLC | 18,323 | $500.2 萬 | 1.58% | −11,046−37.6% | 減碼 |
| KMG Fiduciary Partners, LLC | 18,311 | $499.9 萬 | 0.66% | +396+2.2% | 加碼 |
| Crestwood Advisors Group LLC | 18,267 | $498.7 萬 | 0.13% | +719+4.1% | 加碼 |
| Sandhill Capital Partners LLC | 18,255 | $498.4 萬 | 0.47% | −22−0.1% | 減碼 |
| Gateway Advisory, LLC | 18,245 | $498.1 萬 | 1.02% | +429+2.4% | 加碼 |
| Empirical Finance, LLC | 18,241 | $498.0 萬 | 0.37% | +1,580+9.5% | 加碼 |
| Community Bank, N.A. | 18,230 | $497.7 萬 | 0.70% | −2,005−9.9% | 減碼 |
| Physicians Financial Services, Inc. | 18,195 | $496.7 萬 | 2.03% | −50−0.3% | 減碼 |
| Monte Financial Group, LLC | 18,030 | $492.2 萬 | 2.49% | −3,917−17.8% | 減碼 |
| Ipswich Investment Management Co., Inc. | 17,929 | $489.5 萬 | 1.34% | −160−0.9% | 減碼 |
| iA Global Asset Management Inc. | 17,877 | $488.0 萬 | 0.13% | +97+0.5% | 加碼 |
| Axxcess Wealth Management, LLC | 17,785 | $485.6 萬 | 0.17% | +9,974+127.7% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 17,765 | $485.0 萬 | 1.72% | +30.0% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 17,759 | $484.8 萬 | 0.55% | −20.0% | 減碼 |
| Drexel Morgan & Co. | 17,746 | $484.5 萬 | 1.32% | 00.0% | 不變 |
| Country Club Bank | 17,492 | $483.2 萬 | 0.39% | −1,182−6.3% | 減碼 |
| Montgomery Investment Management Inc | 17,604 | $480.6 萬 | 1.66% | −100−0.6% | 減碼 |
| Mairs & Power Inc | 17,580 | $479.9 萬 | 0.06% | −75−0.4% | 減碼 |