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 |
|---|---|---|---|---|---|
| Surience Private Wealth LLC | 13,198 | $360.3 萬 | 6.98% | +13,198 | 新進 |
| Studio Investment Management LLC | 13,180 | $359.8 萬 | 1.00% | +255+2.0% | 加碼 |
| Hayek Kallen Investment Management | 12,987 | $354.6 萬 | 1.59% | −69−0.5% | 減碼 |
| Leavell Investment Management, Inc. | 12,960 | $353.8 萬 | 0.25% | +178+1.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 12,906 | $352.3 萬 | 0.06% | −1,536−10.6% | 減碼 |
| Stonebridge Capital Management Inc | 12,822 | $350.0 萬 | 1.91% | −888−6.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 12,780 | $348.9 萬 | 0.45% | −541−4.1% | 減碼 |
| Viewpoint Capital Management LLC | 12,763 | $348.4 萬 | 2.78% | +100+0.8% | 加碼 |
| Assetmark, Inc | 12,709 | $347.0 萬 | 0.01% | −281−2.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 12,685 | $346.3 萬 | 0.17% | −180−1.4% | 減碼 |
| Spire Wealth Management | 12,653 | $345.4 萬 | 0.13% | +1,890+17.6% | 加碼 |
| IMC-Chicago, LLC | 12,608 | $344.2 萬 | 0.22% | +12,608 | 新進 |
| Ogorek Anthony Joseph | 12,578 | $343.3 萬 | 1.35% | −45−0.4% | 減碼 |
| Applied Capital LLC | 12,532 | $342.1 萬 | 3.41% | −205−1.6% | 減碼 |
| Barbara Oil Co. | 12,500 | $341.3 萬 | 1.62% | 00.0% | 不變 |
| L & S Advisors Inc | 12,430 | $339.3 萬 | 0.49% | −8,954−41.9% | 減碼 |
| Permanens Capital L.P. | 12,390 | $338.2 萬 | 0.58% | +520+4.4% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 12,324 | $336.4 萬 | 0.72% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 12,219 | $333.6 萬 | 0.48% | +323+2.7% | 加碼 |
| Slow Capital, Inc. | 12,184 | $332.6 萬 | 0.61% | +602+5.2% | 加碼 |
| Jacobi Capital Management LLC | 12,129 | $331.1 萬 | 0.37% | +1,237+11.4% | 加碼 |
| Fund Management at Engine No. 1 LLC | 12,128 | $331.1 萬 | 0.52% | −1,583−11.5% | 減碼 |
| Caldwell Sutter Capital, Inc. | 12,084 | $329.9 萬 | 1.83% | −506−4.0% | 減碼 |
| Mizuho Markets Americas LLC | 12,061 | $329.3 萬 | 0.12% | +12,061 | 新進 |
| Gateway Wealth Partners, LLC | 11,985 | $327.2 萬 | 0.59% | +562+4.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 11,964 | $326.6 萬 | 0.32% | +2,068+20.9% | 加碼 |
| New Hampshire Trust | 11,944 | $326.1 萬 | 0.89% | +182+1.5% | 加碼 |
| Castellan Group, LLC | 11,906 | $325.0 萬 | 2.28% | −490−4.0% | 減碼 |
| Regency Capital Management Inc. | 11,875 | $324.2 萬 | 2.75% | +788+7.1% | 加碼 |
| Coldstream Capital Management Inc | 11,766 | $321.2 萬 | 0.10% | +404+3.6% | 加碼 |
| BLB&B Advisors, LLC | 11,754 | $320.9 萬 | 0.23% | −258−2.1% | 減碼 |
| Perpetual Ltd | 11,719 | $319.9 萬 | 0.03% | −2,907−19.9% | 減碼 |
| MV Capital Management, Inc. | 11,601 | $316.7 萬 | 0.42% | +213+1.9% | 加碼 |
| BCJ Capital Management, LLC | 11,597 | $316.6 萬 | 0.29% | +11,597 | 新進 |
| Wright Investors Service Inc | 11,582 | $316.2 萬 | 0.92% | −64−0.5% | 減碼 |
| Wakefield Asset Management LLLP | 11,568 | $315.8 萬 | 1.43% | −477−4.0% | 減碼 |
| Money Concepts Capital Corp | 11,557 | $315.6 萬 | 0.33% | −133−1.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 11,537 | $315.0 萬 | 0.23% | −985−7.9% | 減碼 |
| Veriti Management LLC | 11,525 | $314.6 萬 | 0.36% | +170+1.5% | 加碼 |
| Schnieders Capital Management LLC | 11,509 | $314.2 萬 | 0.70% | +395+3.6% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 11,491 | $313.7 萬 | 0.23% | +52+0.5% | 加碼 |
| Spirit of America Management Corp | 11,490 | $313.7 萬 | 0.71% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 11,474 | $313.2 萬 | 1.25% | −135−1.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 11,464 | $313.0 萬 | 0.32% | −309−2.6% | 減碼 |
| Providence Wealth Advisors, LLC | 11,510 | $311.5 萬 | 3.48% | +76+0.7% | 加碼 |
| Montag A & Associates Inc | 11,336 | $309.5 萬 | 0.20% | +8,991+383.4% | 加碼 |
| MWA Asset Management | 11,334 | $309.4 萬 | 2.99% | +11,334 | 新進 |
| Financial Advisory Service, Inc. | 11,334 | $309.4 萬 | 0.33% | +224+2.0% | 加碼 |
| Merit Financial Group, LLC | 11,292 | $308.3 萬 | 0.10% | +264+2.4% | 加碼 |
| HRT Financial LP | 11,251 | $307.1 萬 | 0.03% | +5,515+96.1% | 加碼 |
| Heritage Trust Co | 11,239 | $306.8 萬 | 0.48% | +186+1.7% | 加碼 |
| Signaturefd, LLC | 11,208 | $306.0 萬 | 0.08% | +1,198+12.0% | 加碼 |
| GQG Partners LLC | 11,200 | $305.8 萬 | 0.01% | +11,200 | 新進 |
| Tokio Marine Asset Management Co Ltd | 11,172 | $305.0 萬 | 0.19% | +973+9.5% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 11,167 | $304.9 萬 | 0.85% | +916+8.9% | 加碼 |
| Modus Advisors, LLC | 11,167 | $304.9 萬 | 1.33% | +57+0.5% | 加碼 |
| Essex Financial Services, Inc. | 11,163 | $304.7 萬 | 0.35% | −107−0.9% | 減碼 |
| Graypoint LLC | 11,131 | $303.9 萬 | 0.29% | +251+2.3% | 加碼 |
| Johnson Investment Counsel Inc | 11,129 | $303.8 萬 | 0.04% | +1,365+14.0% | 加碼 |
| Graphene Investments SAS | 11,100 | $303.0 萬 | 2.13% | −2,400−17.8% | 減碼 |
| Brown Brothers Harriman & Co | 11,089 | $302.7 萬 | 0.03% | −1,813−14.1% | 減碼 |
| NEOS Investment Management LLC | 11,085 | $302.6 萬 | 0.39% | +11,085 | 新進 |
| Equitable Holdings, Inc. | 11,078 | $302.4 萬 | 0.04% | +869+8.5% | 加碼 |
| Strategic Advisors LLC | 11,030 | $301.1 萬 | 0.59% | −113−1.0% | 減碼 |
| CPA Asset Management LLC | 11,009 | $300.5 萬 | 2.11% | +108+1.0% | 加碼 |
| Horizon Investments, LLC | 11,005 | $298.9 萬 | 0.09% | +318+3.0% | 加碼 |
| Asset Management Group, Inc. | 10,906 | $297.7 萬 | 0.65% | +74+0.7% | 加碼 |
| Gould Capital, LLC | 10,950 | $297.5 萬 | 2.40% | −240−2.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 10,872 | $296.8 萬 | 0.05% | −108−1.0% | 減碼 |
| Intact Investment Management Inc. | 10,840 | $295.9 萬 | 0.13% | +1,440+15.3% | 加碼 |
| Private Trust Co NA | 10,829 | $295.6 萬 | 0.39% | +396+3.8% | 加碼 |
| Boyd Watterson Asset Management LLC | 10,817 | $295.3 萬 | 1.29% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 10,785 | $294.4 萬 | 0.59% | −50−0.5% | 減碼 |
| Ellis Investment Partners, LLC | 10,755 | $293.6 萬 | 0.75% | −419−3.7% | 減碼 |
| Centiva Capital, LP | 10,753 | $293.6 萬 | 0.15% | −8,100−43.0% | 減碼 |
| Evercore Wealth Management, LLC | 10,736 | $293.1 萬 | 0.05% | +1,039+10.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 10,731 | $293.0 萬 | 0.98% | −162−1.5% | 減碼 |
| Kinloch Capital, LLC | 10,725 | $292.8 萬 | 1.83% | −215−2.0% | 減碼 |
| Atomi Financial Group, Inc. | 10,702 | $292.2 萬 | 0.98% | +1,036+10.7% | 加碼 |
| IHT Wealth Management, LLC | 10,644 | $290.5 萬 | 0.15% | +411+4.0% | 加碼 |
| WR Wealth Planners, LLC | 10,633 | $290.3 萬 | 1.11% | +489+4.8% | 加碼 |
| StoneX Group Inc. | 10,629 | $290.2 萬 | 0.31% | −495−4.4% | 減碼 |
| Truvestments Capital LLC | 10,629 | $290.2 萬 | 1.51% | +114+1.1% | 加碼 |
| Two Sigma Advisers, LP | 10,600 | $289.4 萬 | 0.01% | −5,500−34.2% | 減碼 |
| Hennessy Advisors Inc | 10,600 | $289.4 萬 | 0.20% | −200−1.9% | 減碼 |
| Cambridge Advisors Inc. | 10,595 | $289.3 萬 | 0.78% | −665−5.9% | 減碼 |
| Donaldson Capital Management, LLC | 10,589 | $289.1 萬 | 0.14% | −513−4.6% | 減碼 |
| Whalerock Point Partners, LLC | 10,572 | $288.6 萬 | 1.00% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 10,564 | $288.4 萬 | 0.85% | +87+0.8% | 加碼 |
| Smith, Moore & Co. | 10,547 | $287.9 萬 | 0.38% | +341+3.3% | 加碼 |
| RSM US Wealth Management LLC | 10,466 | $285.7 萬 | 0.10% | +240+2.3% | 加碼 |
| PFG Advisors | 10,462 | $285.6 萬 | 0.26% | −1,481−12.4% | 減碼 |
| Trust Co of Toledo NA | 10,453 | $285.4 萬 | 0.56% | −424−3.9% | 減碼 |
| Pinnacle Holdings, LLC | 10,437 | $284.9 萬 | 1.33% | −1,067−9.3% | 減碼 |
| 1st Source Bank | 10,429 | $284.7 萬 | 0.19% | +500+5.0% | 加碼 |
| Naples Global Advisors, LLC | 10,404 | $284.0 萬 | 0.34% | +332+3.3% | 加碼 |
| Monetary Management Group Inc | 10,392 | $283.7 萬 | 0.95% | −1,875−15.3% | 減碼 |
| Mystic Asset Management, Inc. | 10,338 | $282.2 萬 | 1.59% | −105−1.0% | 減碼 |
| Focus Financial Network, Inc. | 10,320 | $281.7 萬 | 0.16% | −40.0% | 減碼 |
| Beck Capital Management, LLC | 10,271 | $280.4 萬 | 1.08% | −42−0.4% | 減碼 |