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 | 3,773 | $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 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 17,554 | $479.2 萬 | 0.78% | +1,839+11.7% | 加碼 |
| Ameritas Advisory Services, LLC | 18,062 | $478.6 萬 | 0.24% | +7,299+67.8% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 17,510 | $478.0 萬 | 1.12% | −3,874−18.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 17,414 | $475.4 萬 | 0.04% | +468+2.8% | 加碼 |
| Argyle Capital Management Inc. | 17,340 | $473.4 萬 | 1.73% | −120−0.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 17,321 | $472.9 萬 | 0.20% | +3,666+26.8% | 加碼 |
| Altrius Capital Management Inc | 17,269 | $471.5 萬 | 1.40% | −153−0.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 17,223 | $470.2 萬 | 0.07% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 17,199 | $469.5 萬 | 0.49% | +170+1.0% | 加碼 |
| Marketfield Asset Management LLC | 17,182 | $469.1 萬 | 3.98% | 00.0% | 不變 |
| Abbrea Capital, LLC | 17,157 | $468.4 萬 | 0.74% | +10+0.1% | 加碼 |
| Artemis Investment Management LLP | 16,921 | $461.7 萬 | 0.06% | +16,921 | 新進 |
| Foster & Motley Inc | 16,896 | $461.2 萬 | 0.38% | +1,193+7.6% | 加碼 |
| Twin Capital Management Inc | 16,887 | $461.0 萬 | 0.66% | −238−1.4% | 減碼 |
| Trifecta Capital Advisors, LLC | 16,859 | $460.3 萬 | 1.48% | +2,088+14.1% | 加碼 |
| Griffin Asset Management, Inc. | 16,857 | $460.2 萬 | 0.65% | −809−4.6% | 減碼 |
| Geneos Wealth Management Inc. | 16,855 | $460.2 萬 | 0.24% | +148+0.9% | 加碼 |
| Terry L. Blaker | 16,846 | $459.9 萬 | 0.41% | −194−1.1% | 減碼 |
| Mathes Company, Inc. | 16,843 | $459.8 萬 | 2.13% | −825−4.7% | 減碼 |
| FRG Family Wealth Advisors LLC | 16,801 | $458.7 萬 | 1.04% | −106−0.6% | 減碼 |
| MEMBERS Trust Co | 16,590 | $458.3 萬 | 0.13% | −2,491−13.1% | 減碼 |
| Kinneret Advisory, LLC | 16,682 | $455.4 萬 | 0.56% | −10−0.1% | 減碼 |
| Ascent Wealth Partners, LLC | 16,610 | $453.5 萬 | 0.84% | −256−1.5% | 減碼 |
| Bailard, Inc. | 16,574 | $452.5 萬 | 0.15% | +94+0.6% | 加碼 |
| Resolute Wealth Strategies, LLC | 16,552 | $451.9 萬 | 3.38% | −95−0.6% | 減碼 |
| Pinnacle Financial Partners Inc | 16,390 | $447.4 萬 | 0.12% | −15−0.1% | 減碼 |
| Integrated Wealth Concepts LLC | 16,387 | $447.4 萬 | 0.08% | +595+3.8% | 加碼 |
| Greenleaf Trust | 16,344 | $446.2 萬 | 0.05% | +302+1.9% | 加碼 |
| Edmond de Rothschild Holding S.A. | 16,333 | $445.9 萬 | 0.09% | −2,451−13.0% | 減碼 |
| Compagnie Lombard Odier SCmA | 16,113 | $439.9 萬 | 0.10% | +3,130+24.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 16,102 | $439.6 萬 | 0.12% | −154−0.9% | 減碼 |
| Arrow Financial Corp | 16,071 | $438.7 萬 | 0.51% | +117+0.7% | 加碼 |
| Twin Tree Management, LP | 15,964 | $435.8 萬 | 0.15% | −115,698−87.9% | 減碼 |
| Hodges Capital Management Inc. | 15,958 | $435.7 萬 | 0.52% | +15,958 | 加碼 |
| Keeler Thomas Management LLC | 16,160 | $434.4 萬 | 1.61% | −837−4.9% | 減碼 |
| Siemens Fonds Invest GmbH | 15,762 | $430.3 萬 | 0.44% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 15,756 | $430.1 萬 | 1.99% | −181−1.1% | 減碼 |
| Longbow Finance SA | 15,736 | $429.6 萬 | 0.52% | −15,859−50.2% | 減碼 |
| Monument Capital Management | 15,711 | $428.9 萬 | 1.44% | +14+0.1% | 加碼 |
| EagleClaw Capital Managment, LLC | 15,695 | $428.5 萬 | 0.97% | +200+1.3% | 加碼 |
| Lake Street Advisors Group, LLC | 15,582 | $425.4 萬 | 0.25% | −163−1.0% | 減碼 |
| Viking Fund Management LLC | 15,500 | $423.1 萬 | 0.85% | −6,000−27.9% | 減碼 |
| Roundview Capital LLC | 15,497 | $423.1 萬 | 0.43% | −177−1.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 15,373 | $419.7 萬 | 0.23% | +600+4.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,355 | $419.2 萬 | 0.53% | +211+1.4% | 加碼 |
| Eukles Asset Management | 15,251 | $416.4 萬 | 2.20% | +120+0.8% | 加碼 |
| Lincoln National Corp | 15,225 | $415.6 萬 | 0.08% | −7,970−34.4% | 減碼 |
| Equitable Trust Co | 15,182 | $414.5 萬 | 0.34% | −316−2.0% | 減碼 |
| Credit Agricole S A | 15,177 | $414.3 萬 | 0.13% | +3,208+26.8% | 加碼 |
| Goelzer Investment Management, Inc. | 15,110 | $412.5 萬 | 0.29% | −63−0.4% | 減碼 |
| Empowered Funds, LLC | 15,097 | $412.1 萬 | 0.12% | −4,089−21.3% | 減碼 |
| Richard Bernstein Advisors LLC | 15,061 | $411.2 萬 | 0.09% | +1,767+13.3% | 加碼 |
| Robbins Farley LLC | 15,018 | $410.0 萬 | 2.90% | −579−3.7% | 減碼 |
| RBF Capital, LLC | 15,000 | $409.5 萬 | 0.27% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $409.5 萬 | 1.17% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 16,626 | $409.1 萬 | 0.06% | +304+1.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 14,884 | $406.3 萬 | 0.27% | −389−2.5% | 減碼 |
| North Star Investment Management Corp. | 14,792 | $403.8 萬 | 0.34% | −771−5.0% | 減碼 |
| Mutual Advisors, LLC | 14,765 | $403.1 萬 | 0.16% | +296+2.0% | 加碼 |
| Gluskin Sheff & Assoc Inc | 14,665 | $400.4 萬 | 0.31% | −4,039−21.6% | 減碼 |
| Guyasuta Investment Advisors Inc | 14,662 | $400.3 萬 | 0.31% | +54+0.4% | 加碼 |
| Webster Bank, N. A. | 14,639 | $399.6 萬 | 0.54% | +40+0.3% | 加碼 |
| Iowa State Bank | 14,605 | $398.7 萬 | 1.03% | +329+2.3% | 加碼 |
| Creative Financial Designs Inc | 14,579 | $398.0 萬 | 0.46% | −44−0.3% | 減碼 |
| MAI Capital Management | 14,562 | $397.6 萬 | 0.06% | +405+2.9% | 加碼 |
| IronBridge Private Wealth, LLC | 14,441 | $394.2 萬 | 2.14% | +955+7.1% | 加碼 |
| DT Investment Partners, LLC | 14,395 | $393.0 萬 | 0.48% | −137−0.9% | 減碼 |
| Park Avenue Securities LLC | 14,383 | $392.7 萬 | 0.06% | −885−5.8% | 減碼 |
| DFPG Investments, LLC | 16,749 | $392.2 萬 | 0.36% | −877−5.0% | 減碼 |
| Vinva Investment Management Ltd | 14,173 | $391.5 萬 | 0.37% | +5,264+59.1% | 加碼 |
| Pallas Capital Advisors LLC | 16,035 | $388.3 萬 | 0.24% | +155+1.0% | 加碼 |
| Clearbridge Investments, LLC | 14,207 | $387.9 萬 | 0.00% | +1,041+7.9% | 加碼 |
| Freestone Capital Holdings, LLC | 14,205 | $387.8 萬 | 0.21% | −97−0.7% | 減碼 |
| Alberta Investment Management Corp | 14,200 | $387.7 萬 | 0.04% | 00.0% | 不變 |
| Trust Co of Vermont | 14,145 | $386.2 萬 | 0.26% | +50.0% | 加碼 |
| Tower View Investment Management & Research LLC | 14,134 | $385.9 萬 | 2.71% | −11−0.1% | 減碼 |
| Apollon Wealth Management, LLC | 14,109 | $385.2 萬 | 0.19% | −1,025−6.8% | 減碼 |
| Pflug Koory, LLC | 14,068 | $384.1 萬 | 2.22% | −98−0.7% | 減碼 |
| Steel Peak Wealth Management LLC | 14,027 | $382.9 萬 | 0.24% | −1,411−9.1% | 減碼 |
| Transform Wealth, LLC | 14,006 | $382.4 萬 | 0.40% | −13,251−48.6% | 減碼 |
| Sandy Spring Bank | 13,998 | $382.1 萬 | 0.21% | −110−0.8% | 減碼 |
| Sturgeon Ventures LLP | 13,955 | $381.0 萬 | 5.01% | 00.0% | 不變 |
| Leuthold Group, LLC | 13,898 | $379.4 萬 | 0.53% | −254−1.8% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 13,874 | $378.8 萬 | 0.17% | +115+0.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 13,745 | $375.3 萬 | 0.08% | +1,134+9.0% | 加碼 |
| Community Bank & Trust, Waco, Texas | 22,851 | $374.9 萬 | 1.33% | −1,774−7.2% | 減碼 |
| Wetherby Asset Management Inc | 13,713 | $374.4 萬 | 0.21% | +290+2.2% | 加碼 |
| Anchor Investment Management, LLC | 13,686 | $373.6 萬 | 0.49% | +44+0.3% | 加碼 |
| Quantitative Investment Management, LLC | 13,687 | $373.6 萬 | 0.57% | +2,130+18.4% | 加碼 |
| Blue Edge Capital, LLC | 13,675 | $373.3 萬 | 0.78% | −201−1.4% | 減碼 |
| Kingsview Wealth Management, LLC | 13,668 | $373.1 萬 | 0.13% | +380+2.9% | 加碼 |
| Wells Trecaso Financial Group, LLC | 13,610 | $371.6 萬 | 1.65% | +610+4.7% | 加碼 |
| First Citizens Bank & Trust Co | 13,497 | $368.5 萬 | 0.07% | −230−1.7% | 減碼 |
| Beck Bode, LLC | 13,474 | $367.8 萬 | 0.94% | +612+4.8% | 加碼 |
| Plimoth Trust Co LLC | 13,397 | $365.7 萬 | 1.15% | −197−1.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 13,359 | $364.7 萬 | 0.15% | −260−1.9% | 減碼 |
| Bridgeway Capital Management, LLC | 13,340 | $364.2 萬 | 0.09% | +7,400+124.6% | 加碼 |
| Sowell Financial Services LLC | 13,316 | $363.5 萬 | 0.23% | +377+2.9% | 加碼 |
| Eaton Financial Holdings Company, LLC | 13,207 | $360.5 萬 | 0.97% | +11,856+877.6% | 加碼 |
| FourThought Financial Partners, LLC | 13,204 | $360.5 萬 | 0.50% | +107+0.8% | 加碼 |