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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 10,224 | $279.1 萬 | 0.18% | +649+6.8% | 加碼 |
| Profund Advisors LLC | 10,193 | $278.3 萬 | 0.15% | −165−1.6% | 減碼 |
| Traynor Capital Management, Inc. | 10,079 | $275.2 萬 | 0.37% | −165−1.6% | 減碼 |
| Oliver Luxxe Assets LLC | 10,075 | $275.0 萬 | 0.71% | +8,825+706.0% | 加碼 |
| Gouws Capital LLC | 10,062 | $274.7 萬 | 2.33% | −1,195−10.6% | 減碼 |
| Holderness Investments Co | 10,004 | $273.1 萬 | 1.06% | −56−0.6% | 減碼 |
| Baldwin Investment Management, LLC | 9,983 | $272.5 萬 | 0.46% | +575+6.1% | 加碼 |
| CAPROCK Group, Inc. | 9,891 | $270.0 萬 | 0.20% | +39+0.4% | 加碼 |
| Mill Capital Management, LLC | 9,866 | $269.3 萬 | 0.26% | 00.0% | 不變 |
| Cumberland Advisors Inc | 9,850 | $268.9 萬 | 1.19% | 00.0% | 不變 |
| Hudock, Inc. | 9,758 | $266.4 萬 | 0.64% | −20−0.2% | 減碼 |
| Smith, Salley & Associates | 9,756 | $266.4 萬 | 0.20% | −105−1.1% | 減碼 |
| Finer Wealth Management, Inc. | 9,729 | $265.6 萬 | 2.12% | +264+2.8% | 加碼 |
| Capital Asset Advisory Services LLC | 9,717 | $265.1 萬 | 0.18% | −311−3.1% | 減碼 |
| Jag Capital Management, LLC | 9,705 | $264.9 萬 | 0.32% | −46−0.5% | 減碼 |
| Aire Advisors, LLC | 9,689 | $264.5 萬 | 0.71% | −397−3.9% | 減碼 |
| Hoylecohen, LLC | 9,678 | $264.2 萬 | 0.25% | −105−1.1% | 減碼 |
| Atlantic Union Bankshares Corp | 9,663 | $263.8 萬 | 0.27% | +597+6.6% | 加碼 |
| First National Bank & Trust Co of Newtown | 9,643 | $263.3 萬 | 0.60% | 00.0% | 不變 |
| Core Wealth Advisors, Inc. | 9,634 | $263.0 萬 | 1.08% | +22+0.2% | 加碼 |
| Wellington Shields & Co., LLC | 9,600 | $262.1 萬 | 0.66% | 00.0% | 不變 |
| Berkshire Bank | 9,558 | $260.9 萬 | 0.75% | +48+0.5% | 加碼 |
| Palisade Asset Management, LLC | 9,520 | $259.9 萬 | 0.32% | −148−1.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 9,472 | $258.6 萬 | 0.21% | −352−3.6% | 減碼 |
| Lowe Brockenbrough & Co Inc | 9,435 | $257.6 萬 | 0.20% | −2,474−20.8% | 減碼 |
| Diversified Trust Co | 9,415 | $257.0 萬 | 0.10% | −21−0.2% | 減碼 |
| Ci Investments Inc. | 9,394 | $256.5 萬 | 0.01% | +1,408+17.6% | 加碼 |
| Buckley Wealth Management, LLC | 9,372 | $255.9 萬 | 0.96% | 00.0% | 不變 |
| We Are One Seven, LLC | 9,355 | $255.4 萬 | 0.20% | +1,445+18.3% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 9,314 | $254.3 萬 | 2.36% | −4,050−30.3% | 減碼 |
| Adirondack Trust Co | 9,304 | $254.0 萬 | 1.27% | −60−0.6% | 減碼 |
| Triad Financial Advisors, Inc. | 9,298 | $253.9 萬 | 0.89% | +54+0.6% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 9,269 | $253.0 萬 | 0.31% | +4,767+105.9% | 加碼 |
| Altshuler Shaham Ltd | 9,248 | $252.5 萬 | 0.07% | −2,046,979−99.6% | 減碼 |
| Ti-Trust, Inc | 9,247 | $252.4 萬 | 2.41% | 00.0% | 不變 |
| South Dakota Investment Council | 9,224 | $251.8 萬 | 0.06% | −1,831−16.6% | 減碼 |
| RB Capital Management, LLC | 9,176 | $250.5 萬 | 0.81% | +125+1.4% | 加碼 |
| Becker Capital Management Inc | 9,165 | $250.2 萬 | 0.10% | −449−4.7% | 減碼 |
| Argent Trust Co | 9,140 | $249.5 萬 | 0.14% | +1,037+12.8% | 加碼 |
| Loudon Investment Management, LLC | 9,043 | $246.9 萬 | 1.70% | −85−0.9% | 減碼 |
| Rothschild Investment Corp | 9,006 | $245.9 萬 | 0.21% | +679+8.2% | 加碼 |
| Boston Private Wealth LLC | 8,982 | $245.2 萬 | 0.05% | −40−0.4% | 減碼 |
| River Street Advisors LLC | 8,979 | $245.1 萬 | 2.31% | +8,979 | 新進 |
| Venture Visionary Partners LLC | 8,956 | $244.5 萬 | 0.15% | −214−2.3% | 減碼 |
| Park National Corp | 8,949 | $244.3 萬 | 0.11% | +163+1.9% | 加碼 |
| Hanson & Doremus Investment Management | 8,949 | $244.3 萬 | 0.50% | +182+2.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 8,944 | $244.2 萬 | 0.01% | +265+3.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 8,935 | $243.9 萬 | 0.06% | +27+0.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 8,901 | $243.0 萬 | 0.11% | +215+2.5% | 加碼 |
| Bryn Mawr Trust Co | 8,879 | $242.4 萬 | 0.11% | +10.0% | 加碼 |
| LMG Wealth Partners, LLC | 8,876 | $242.3 萬 | 0.74% | +196+2.3% | 加碼 |
| Meeder Advisory Services, Inc. | 8,825 | $240.9 萬 | 0.30% | +145+1.7% | 加碼 |
| HBK Sorce Advisory LLC | 8,802 | $240.3 萬 | 0.11% | +302+3.6% | 加碼 |
| Avitas Wealth Management LLC | 8,792 | $240.0 萬 | 0.46% | −19−0.2% | 減碼 |
| Sumitomo Life Insurance Co | 8,756 | $239.0 萬 | 0.07% | −113−1.3% | 減碼 |
| Capstone Investment Advisors, LLC | 8,742 | $238.7 萬 | 0.06% | −29,391−77.1% | 減碼 |
| FLC Capital Advisors | 8,726 | $238.2 萬 | 0.72% | −630−6.7% | 減碼 |
| Ignite Planners, LLC | 9,121 | $237.9 萬 | 0.73% | −685−7.0% | 減碼 |
| Slagle Financial, LLC | 8,691 | $237.3 萬 | 1.45% | +380+4.6% | 加碼 |
| Summit Financial, LLC | 8,675 | $236.8 萬 | 0.17% | +435+5.3% | 加碼 |
| Radnor Capital Management, LLC | 8,662 | $236.5 萬 | 0.47% | +8,662 | 新進 |
| Nilsine Partners, LLC | 8,623 | $235.4 萬 | 0.36% | −272−3.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 8,570 | $234.0 萬 | 0.06% | +75+0.9% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,554 | $233.5 萬 | 1.50% | −100−1.2% | 減碼 |
| WBI Investments | 8,554 | $233.5 萬 | 0.47% | +2,739+47.1% | 加碼 |
| Pure Financial Advisors, Inc. | 8,486 | $231.7 萬 | 0.09% | −285−3.2% | 減碼 |
| EP Wealth Advisors, LLC | 8,474 | $231.3 萬 | 0.04% | +2,715+47.1% | 加碼 |
| World Equity Group, Inc. | 8,456 | $230.5 萬 | 0.48% | +4,215+99.4% | 加碼 |
| Old Port Advisors | 8,393 | $229.1 萬 | 0.83% | +8,393 | 新進 |
| Strategic Investment Advisors | 8,387 | $229.0 萬 | 0.38% | +8,387 | 新進 |
| Boltwood Capital Management | 8,386 | $228.9 萬 | 0.85% | −102−1.2% | 減碼 |
| Legacy Financial Strategies, LLC | 9,736 | $228.6 萬 | 0.73% | +313+3.3% | 加碼 |
| Stevens Capital Management LP | 8,374 | $228.6 萬 | 0.66% | +8,374 | 新進 |
| Global Trust Asset Management, LLC | 8,357 | $228.2 萬 | 1.09% | +129+1.6% | 加碼 |
| Court Place Advisors, LLC | 8,349 | $227.9 萬 | 0.81% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 8,300 | $226.6 萬 | 0.36% | −1,750−17.4% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,274 | $225.9 萬 | 0.98% | −43−0.5% | 減碼 |
| Chapin Davis, Inc. | 8,226 | $224.6 萬 | 1.07% | −65−0.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 8,189 | $223.6 萬 | 0.14% | +5,435+197.3% | 加碼 |
| First Horizon Advisors, Inc. | 8,184 | $223.4 萬 | 0.08% | −1,848−18.4% | 減碼 |
| Mather Group, LLC. | 8,168 | $223.0 萬 | 0.04% | −473−5.5% | 減碼 |
| Argent Advisors, Inc. | 8,163 | $222.8 萬 | 1.02% | −349−4.1% | 減碼 |
| Daymark Wealth Partners, LLC | 127,672 | $221.4 萬 | 0.15% | +120,400+1,655.7% | 加碼 |
| Bowen Hanes & Co Inc | 8,079 | $220.6 萬 | 0.07% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 8,079 | $220.6 萬 | 1.43% | −20.0% | 減碼 |
| Cornercap Investment Counsel Inc | 8,071 | $220.3 萬 | 0.40% | +159+2.0% | 加碼 |
| Truepoint, Inc. | 8,052 | $219.8 萬 | 0.07% | +8,052 | 新進 |
| Fruth Investment Management | 8,033 | $219.3 萬 | 0.65% | −100−1.2% | 減碼 |
| Resources Investment Advisors, LLC. | 8,000 | $218.4 萬 | 0.05% | +1,328+19.9% | 加碼 |
| Cohen Klingenstein LLC | 8,000 | $218.4 萬 | 0.10% | 00.0% | 不變 |
| McKinley Capital Management LLC /Delaware | 7,992 | $218.2 萬 | 0.31% | −83−1.0% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,983 | $217.9 萬 | 0.49% | −61−0.8% | 減碼 |
| Cynosure Management, LLC | 7,978 | $217.8 萬 | 0.67% | +102+1.3% | 加碼 |
| Level Four Advisory Services, LLC | 7,961 | $217.3 萬 | 0.14% | −3,206−28.7% | 減碼 |
| Warren Averett Asset Management, LLC | 7,919 | $216.2 萬 | 0.09% | +676+9.3% | 加碼 |
| Howland Capital Management LLC | 7,834 | $213.9 萬 | 0.12% | +149+1.9% | 加碼 |
| Gifford Fong Associates | 7,800 | $212.9 萬 | 0.51% | 00.0% | 不變 |
| Field & Main Bank | 7,789 | $212.6 萬 | 1.00% | +3,856+98.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 7,818 | $212.3 萬 | 1.17% | −100−1.3% | 減碼 |
| United Community Bank | 7,725 | $210.9 萬 | 1.03% | +5+0.1% | 加碼 |