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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 4 季與 2023 年第 3 季比較

持有 Caterpillar Inc 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

CAT 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數2,409372,583+211
股數3.56 億79.6 萬3.54 億−108.3 萬 (−0.3%)
市值$973.3 億$2.17 億$1,046 億+$74.8 億 (+7.7%)

37 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(318 家)

2023 年第 4 季季末持有 Caterpillar Inc、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 318 家。

2023 年第 4 季新進 CAT 的機構
機構股數市值佔組合 %
Caisse de Depot Et Placement du Quebec172,149$5,090 萬0.13%
Aware Super Pty Ltd as trustee of Aware Super81,918$4,693 萬0.64%
Van Eck Associates Corp75,101$2,221 萬0.04%
Susquehanna Portfolio Strategies, LLC70,788$2,093 萬0.37%
Pathstone Holdings, LLC68,373$2,023 萬0.11%
Sanibel Captiva Trust Company, Inc.46,544$1,376 萬0.51%
HighPoint Advisor Group LLC35,886$1,277 萬0.92%
Degroof Petercam Asset Management42,300$1,251 萬0.16%
Sandler Capital Management35,000$1,035 萬1.34%
CSM Advisors, LLC34,699$1,026 萬0.74%
Groupama Asset Managment34,076$1,008 萬0.26%
Focus Financial Network Inc29,676$877.4 萬0.33%
Teamwork Financial Advisors, LLC18,767$554.9 萬0.95%
GAM Holding AG17,980$531.6 萬0.40%
Creekmur Asset Management LLC17,941$530.4 萬1.65%
Optiver Holding B.V.17,079$505.0 萬0.15%
Smith Group Asset Management, LLC16,645$492.1 萬0.29%
Concurrent Investment Advisors, LLC16,489$487.5 萬0.23%
River & Mercantile Asset Management LLP16,000$473.2 萬0.90%
Turtle Creek Wealth Advisors, LLC15,866$469.1 萬1.38%
Legacy CG, LLC14,814$438.0 萬1.66%
Capital Investment Counsel, LLC14,720$435.2 萬1.64%
Gilliland Jeter Wealth Management LLC13,474$398.4 萬1.65%
Seascape Capital Management13,341$394.5 萬1.66%
FJ Investments, LLC13,300$393.2 萬0.19%
Principal Securities, Inc.12,958$383.1 萬0.14%
TCW Group Inc12,907$383.1 萬0.04%
Sapient Capital LLC12,700$375.5 萬0.10%
Tritonpoint Wealth, LLC12,535$370.6 萬0.36%
Vista Investment Partners LLC12,122$358.4 萬1.32%
Kames Capital plc11,592$342.8 萬0.05%
Occudo Quantitative Strategies LP11,574$342.2 萬0.46%
Midland Wealth Advisors LLC10,827$320.1 萬0.22%
Point72 Europe (London) LLP9,962$294.5 萬0.37%
Pinnacle Wealth Management, LLC9,898$292.7 萬3.35%
Cullen Investment Group, Ltd.8,627$255.1 萬0.45%
Symmetry Investments LP8,400$248.4 萬0.45%
Rothschild Investment LLC8,347$246.8 萬0.21%
Greater Midwest Financial Group, LLC8,218$243.0 萬1.65%
JPL Wealth Management, LLC8,093$239.3 萬1.72%
Brevan Howard Capital Management LP8,043$237.8 萬0.24%
Mirabaud & Cie SA7,893$233.4 萬0.78%
Mesirow Financial Investment Management, Inc.95,753$228.7 萬0.08%
JBR Co Financial Management Inc7,622$225.4 萬2.12%
Secured Retirement Advisors, LLC7,609$225.0 萬2.16%
Colony Group, LLC7,478$221.1 萬0.03%
Trueblood Wealth Management, LLC6,765$200.0 萬1.25%
AlTi Global, Inc.6,736$199.2 萬0.06%
Tyche Wealth Partners LLC6,712$198.5 萬0.48%
Temasek Holdings (Private) Ltd6,615$195.6 萬0.01%
Weaver Capital Management LLC6,471$191.3 萬0.77%
Rollins Financial Advisors, LLC6,395$189.1 萬0.39%
Modern Wealth Management, LLC6,122$181.0 萬0.23%
Crown Oak Advisors, LLC6,000$177.4 萬1.04%
Bridgewater Associates, LP5,997$177.3 萬0.01%
Strategic Planning Group, LLC5,910$174.8 萬0.58%
Duality Advisers, LP5,674$167.8 萬0.18%
Allen Wealth Management, LLC5,558$164.3 萬1.61%
Motiv8 Investments LLC5,154$152.4 萬1.36%
Trust Point Inc.5,141$152.0 萬0.13%
M&G Investments (USA) Inc.4,679$138.5 萬1.36%
Vivid Wealth Management, LLC4,509$133.3 萬0.91%
GAMMA Investing LLC4,383$131.6 萬0.36%
Lecap Asset Management Ltd4,322$127.8 萬0.47%
Elevate Wealth Advisory, Inc4,134$122.2 萬1.12%
Woodard & Co Asset Management Group Inc4,100$121.2 萬0.35%
Leo Wealth, LLC3,646$121.1 萬0.13%
Mitchell Sinkler & Starr4,040$119.5 萬0.22%
FCG Investment Co4,009$118.5 萬1.16%
K.J. Harrison & Partners Inc4,000$118.3 萬0.20%
Zega Financial, LLC3,902$115.4 萬0.48%
Evernest Financial Advisors, LLC3,837$113.4 萬0.58%
Qsemble Capital Management, LP3,836$113.4 萬0.28%
US Asset Management LLC3,767$111.4 萬1.10%
Lantern Wealth Advisors, LLC3,701$109.4 萬0.86%
Patrick M Sweeney & Associates, Inc3,607$106.7 萬0.98%
Souders Financial Advisors3,529$104.3 萬0.18%
1858 Wealth Management, LLC3,498$103.4 萬0.98%
Mango Five Family, Inc.3,465$102.4 萬0.39%
Mainstay Capital Management LLC3,384$100.1 萬0.19%
Menora Mivtachim Holdings Ltd.3,382$100.0 萬0.01%
PFC Capital Group, Inc.3,332$98.5 萬0.58%
Traphagen Investment Advisors LLC3,246$96.0 萬0.11%
Fiduciary Family Office, LLC3,054$90.3 萬0.39%
Vectors Research Management, LLC3,051$90.2 萬0.25%
Sciencast Management LP2,906$85.9 萬0.47%
Clarus Wealth Advisors3,001$84.6 萬0.50%
Quadcap Wealth Management, LLC2,852$84.3 萬0.22%
Plato Investment Management Ltd2,805$82.9 萬1.02%
DCM Advisors, LLC2,739$81.0 萬0.29%
Quotient Wealth Partners, LLC2,699$79.8 萬0.03%
Cidel Asset Management Inc2,689$79.5 萬0.03%
Guerra Pan Advisors, LLC2,651$78.4 萬0.75%
Skopos Labs, Inc.2,605$77.0 萬0.37%
RDA Financial Network2,604$77.0 萬0.29%
Nabity-Jensen Investment Management Inc2,564$75.8 萬0.68%
Jmac Enterprises LLC2,446$72.3 萬0.16%
Fiducient Advisors LLC2,420$71.6 萬0.13%
Advisor Resource Council2,337$69.1 萬0.08%
Arbor Wealth Advisors LLC2,337$69.1 萬0.71%

清倉機構(107 家)

2023 年第 3 季季末持有 Caterpillar Inc、2023 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 107 家。

2023 年第 4 季清倉 CAT 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Massachusetts Financial Services Co536,083$1.46 億
Holocene Advisors, LP320,619$8,753 萬
Adage Capital Partners GP, L.L.C.310,641$8,480 萬
Voloridge Investment Management, LLC232,988$6,361 萬
Ossiam163,536$4,465 萬
Atalanta Sosnoff Capital, LLC160,277$4,376 萬
Rheos Capital Works Inc.160,000$4,368 萬
Parallax Volatility Advisers, L.P.114,402$3,123 萬
Cubist Systematic Strategies, LLC88,978$2,429 萬
Quadrature Capital Ltd74,764$2,042 萬
Gladius Capital Management LP57,291$1,564 萬
Freemont Management S.A.34,200$933.7 萬
Segall Bryant & Hamill, LLC30,032$819.9 萬
Genus Capital Management Inc.25,744$702.8 萬
Cantor Fitzgerald, L. P.23,220$633.9 萬
Walleye Capital LLC22,251$607.5 萬
Bourgeon Capital Management LLC20,750$566.5 萬
Pearl River Capital, LLC18,922$516.6 萬
Artemis Investment Management LLP16,921$461.7 萬
Beck Bode, LLC13,474$367.8 萬
Surience Private Wealth LLC13,198$360.3 萬
IMC-Chicago, LLC12,608$344.2 萬
L & S Advisors Inc12,430$339.3 萬
Permanens Capital L.P.12,390$338.2 萬
Fund Management at Engine No. 1 LLC12,128$331.1 萬
BCJ Capital Management, LLC11,597$316.6 萬
WBI Investments8,554$233.5 萬
Stevens Capital Management LP8,374$228.6 萬
Cunning Capital Partners, LP7,320$199.8 萬
Worth Asset Management, LLC7,084$193.4 萬
Caas Capital Management LP6,900$188.4 萬
Y-Intercept (Hong Kong) Ltd6,342$173.1 萬
Versor Investments LP5,426$148.1 萬
Campbell & CO Investment Adviser LLC5,326$145.4 萬
Fosun International Ltd5,188$141.6 萬
Essex Investment Management Co LLC4,655$127.1 萬
Rollins Financial4,288$117.1 萬
Savoie Capital LLC3,465$94.6 萬
Dark Forest Capital Management LP3,445$94.0 萬
Laird Norton Trust Company, LLC3,407$93.0 萬
Alphadyne Asset Management LP3,168$86.5 萬
CTC Alternative Strategies, Ltd.2,900$79.2 萬
Alpha DNA Investment Management LLC2,874$78.5 萬
Friedenthal Financial2,751$75.1 萬
Mach-1 Financial Group, Inc.2,687$73.4 萬
Point72 Asset Management, L.P.2,554$69.7 萬
Eisler Capital (US) LLC2,431$66.4 萬
Engineers Gate Manager LP2,349$64.1 萬
Balyasny Asset Management LLC2,221$60.6 萬
Advisory Research Inc1,935$52.8 萬
Cable Hill Partners, LLC1,909$52.1 萬
Sanders Morris Harris LLC1,775$48.5 萬
Neo Ivy Capital Management1,760$48.0 萬
Paloma Partners Management Co1,752$47.8 萬
Banque Pictet & Cie SA1,700$46.4 萬
Landscape Capital Management, L.L.C.1,608$43.9 萬
ISAM Funds (UK) Ltd1,516$41.4 萬
C2C Wealth Management, LLC1,505$40.8 萬
Capital CS Group, LLC1,437$39.2 萬
Prelude Capital Management, LLC1,314$35.9 萬
Keebeck Alpha, LP1,255$34.3 萬
Crestone Asset Management LLC1,255$34.3 萬
Capital Markets Trading UK LLP1,250$34.1 萬
Members Capital Advisors Inc1,225$33.4 萬
Marotta Asset Management1,192$32.5 萬
Jessup Wealth Management, Inc1,174$32.1 萬
Dentgroup LLC1,161$31.7 萬
Destination Wealth Management1,150$31.4 萬
Evoke Wealth, LLC1,108$30.3 萬
Lloyd Advisory Services, LLC.1,065$29.1 萬
Norden Group LLC1,065$29.1 萬
Calton & Associates, Inc.1,047$28.6 萬
Inceptionr LLC1,025$28.0 萬
JSF Financial, LLC1,022$27.9 萬
Q3 Asset Management958$26.1 萬
Legacy Financial Group LLC956$26.1 萬
Convergence Financial, LLC953$26.0 萬
Weybosset Research & Management LLC950$25.9 萬
Sonata Capital Group Inc916$25.0 萬
PFG Investments, LLC865$23.6 萬
Trellis Advisors, LLC828$22.6 萬
Fortune 45 LLC828$22.6 萬
Strategic Wealth Partners, Ltd.825$22.5 萬
Keystone Financial Group808$22.1 萬
Clarity Financial LLC793$21.6 萬
Lavaca Capital LLC790$21.6 萬
Cohen & Steers, Inc.781$21.3 萬
Vicus Capital771$21.0 萬
Linscomb & Williams, Inc.758$20.7 萬
Total Wealth Planning, LLC748$20.4 萬
Hall Capital Management Co Inc745$20.3 萬
Bessemer Securities LLC639$17.4 萬
Strengthening Families & Communities, LLC503$13.7 萬
Riverview Trust Co485$13.2 萬
Briaud Financial Planning, Inc433$11.8 萬
Earnest Partners LLC286$7.81 萬
Hibernia Wealth Partners, LLC272$7.42 萬
Rock Creek Group, LP247$6.74 萬
Milestone Investment Advisors LLC160$4.37 萬
Vestor Capital, LLC154$4.20 萬

尚未申報 2023 年第 4 季的機構(37 家)

2023 年第 3 季季末持有 Caterpillar Inc、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 CAT、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
First Republic Investment Management, Inc.373,157$1.02 億
Front Barnett Associates LLC88,935$2,428 萬
Virginia Retirement Systems Et Al83,712$2,285 萬
Mastrapasqua Asset Management Inc45,783$1,250 萬
Pathstone Family Office, LLC45,394$1,240 萬
Colony Group LLC28,213$770.2 萬
Advisor Partners II, LLC25,319$691.2 萬
Sturgeon Ventures LLP13,955$381.0 萬
Focus Financial Network, Inc.10,320$281.7 萬
Triad Financial Advisors, Inc.9,298$253.9 萬
Rothschild Investment Corp9,006$245.9 萬
Bryn Mawr Trust Co8,879$242.4 萬
Tradewinds, LLC.7,649$208.8 萬
Ropes Wealth Advisors LLC7,402$202.1 萬
Comerica Securities,inc.5,103$139.3 萬
Windsor Group LTD4,087$111.6 萬
Private Asset Management Inc3,689$100.7 萬
Sutton Wealth Advisors Inc.3,107$84.8 萬
V Wealth Advisors LLC3,005$82.0 萬
WFA of San Diego, LLC2,118$57.8 萬
Bedel Financial Consulting Inc1,887$51.5 萬
Mark Stevens1,686$46.0 萬
Truadvice, LLC1,782$42.7 萬
Goodwin Daniel L1,480$40.4 萬
Cornerstone Retirement Group, Inc.1,200$32.8 萬
Sweeney & Michel, LLC1,329$31.2 萬
Corundum Trust Company, INC1,136$31.0 萬
Tiedemann Advisors, LLC1,131$30.9 萬
Golden Green, Inc.1,092$29.8 萬
Polaris Wealth Advisory Group, LLC1,006$27.5 萬
Foster Dykema Cabot & Co Inc869$23.7 萬
Icon Wealth Partners, LLC791$21.6 萬
Steward Financial Group LLC741$20.2 萬
Johnson Midwest Financial, LLC490$13.4 萬
KB Financial Partners, LLC394$10.8 萬
Column Capital Advisors, LLC320$8.74 萬
Antonetti Capital Management LLC116$3.17 萬