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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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Caterpillar Inc 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

CAT 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數2,582412,713+172
股數3.54 億31.4 萬3.49 億−515.7 萬 (−1.5%)
市值$1,046 億$1.16 億$1,276 億+$231.5 億 (+22.2%)

41 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（263 家）

2024 年第 1 季季末持有 Caterpillar Inc、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 263 家。

2024 年第 1 季新進 CAT 的機構
機構股數市值佔組合 %
Danske Bank A/S314,613$1.15 億0.36%
Resona Asset Management Co.,Ltd.174,893$6,409 萬0.38%
Weiss Asset Management LP101,979$3,737 萬1.75%
Capitolis Liquid Global Markets LLC95,000$3,481 萬0.56%
Mediolanum International Funds Ltd79,613$2,903 萬0.47%
Capital Fund Management S.A.78,952$2,893 萬0.35%
Allianz SE52,647$1,929 萬0.61%
M&G Plc41,009$1,501 萬0.09%
Andra AP-fonden35,000$1,283 萬0.23%
Vantage Investment Partners, LLC34,937$1,280 萬1.14%
Hamilton Capital Partners Inc.31,080$1,139 萬1.38%
SpiderRock Advisors, LLC29,097$1,024 萬0.33%
Zimmer Partners, LP26,720$979.1 萬0.21%
Quadrature Capital Ltd25,563$936.6 萬0.16%
L & S Advisors Inc24,409$894.4 萬1.01%
Spears Abacus Advisors LLC23,490$860.7 萬0.18%
Simplicity Wealth,LLC19,827$726.5 萬0.17%
Trajan Wealth LLC13,425$491.9 萬0.33%
Marvin & Palmer Associates Inc11,234$411.6 萬4.08%
Harbor Capital Advisors, Inc.10,509$385.1 萬0.50%
Focus Financial Network, Inc.10,599$379.4 萬0.18%
Seizert Capital Partners, LLC9,467$346.9 萬0.16%
Bryn Mawr Trust Co8,859$324.6 萬0.12%
Family Management Corp7,989$292.7 萬0.54%
Bayesian Capital Management, LP7,486$274.3 萬0.26%
Umpqua Bank7,446$272.8 萬1.12%
Walleye Capital LLC7,005$256.7 萬0.03%
Worth Asset Management, LLC6,843$250.7 萬1.54%
Simplex Trading, LLC6,779$248.4 萬0.07%
Advanced Portfolio Management, LLC6,367$233.3 萬4.41%
Zurich Insurance Group Ltd6,200$227.2 萬0.02%
Gen-Wealth Partners Inc6,188$226.8 萬1.12%
Insight Wealth Strategies, LLC5,823$213.4 萬0.31%
Wealth Group, Ltd.5,292$193.9 萬1.46%
BNP Paribas5,276$193.4 萬0.09%
Del-Sette Capital Management, LLC5,045$184.9 萬1.52%
PFG Investments, LLC4,958$181.7 萬0.11%
Emprise Bank4,920$180.3 萬1.21%
Counterweight Ventures, LLC4,739$173.7 萬1.40%
Linden Thomas Advisory Services, LLC4,674$171.3 萬0.28%
Genus Capital Management Inc.4,639$170.0 萬0.22%
Mittelman Wealth Management4,443$162.8 萬1.10%
Paloma Partners Management Co4,416$161.8 萬0.23%
Vinland Capital Management Gestora de Recursos LTDA.4,277$156.7 萬1.30%
BBR Partners, LLC4,132$151.4 萬0.12%
Connor, Clark & Lunn Investment Management Ltd.3,966$145.3 萬0.01%
Grey Street Capital, LLC3,966$145.3 萬0.20%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,941$144.4 萬0.17%
Winton Group Ltd3,707$135.8 萬0.10%
Bullock Wealth Management Group3,663$133.2 萬0.89%
Itau Unibanco Holding S.A.3,504$128.4 萬0.06%
Savoie Capital LLC3,465$127.0 萬0.18%
Keynote Financial Services LLC3,449$126.4 萬1.06%
Maverick Capital Ltd大師Maverick 資本3,425$125.5 萬0.02%
Alexander Labrunerie & Co., Inc.3,393$124.3 萬0.69%
AA Financial Advisors, LLC3,333$122.1 萬0.49%
CORDA Investment Management, LLC.3,243$118.8 萬0.09%
Wilkins Investment Counsel Inc3,035$111.2 萬0.16%
WBI Investments3,029$111.0 萬0.23%
Sentinus, LLC2,796$102.4 萬0.36%
Hilltop National Bank2,605$95.5 萬0.32%
BTG Pactual Global Asset Management Ltd2,592$95.0 萬0.30%
Diversify Advisory Services, LLC2,547$92.6 萬0.05%
Polymer Capital Management (HK) LTD2,450$89.8 萬0.23%
Stableford Capital II LLC2,445$89.6 萬0.36%
Atlanta Consulting Group Advisors, LLC2,308$84.6 萬0.29%
Maxi Investments CY Ltd2,272$83.3 萬0.22%
Gries Financial LLC2,238$82.0 萬0.14%
Northwest & Ethical Investments L.P.2,220$81.3 萬0.02%
Bright Futures Wealth Management, LLC.2,189$71.7 萬0.39%
Park Edge Advisors, LLC1,909$70.0 萬0.20%
BCJ Capital Management, LLC1,868$68.4 萬0.05%
LRI Investments, LLC1,851$67.8 萬0.17%
Norden Group LLC1,833$67.2 萬0.14%
Sassicaia Capital Advisers LLC1,800$66.0 萬2.80%
Sanders Morris Harris LLC1,775$65.0 萬0.12%
Hamilton Wealth, LLC1,686$61.8 萬0.19%
Crewe Advisors LLC1,655$60.6 萬0.07%
Virtu Financial LLC1,648$60.4 萬0.05%
Steward Partners Investment Solutions, LLC1,609$59.0 萬0.10%
Arvest Trust Co N A1,589$58.2 萬0.03%
MBB Public Markets I LLC1,541$56.5 萬0.04%
McCarthy & Cox1,429$52.4 萬0.20%
Ransom Advisory, Ltd1,425$52.2 萬0.28%
Watts Gwilliam & Co., LLC1,445$51.8 萬0.16%
Sweeney & Michel, LLC1,431$51.2 萬0.23%
Idaho Trust Bank1,388$50.8 萬0.49%
BayBridge Capital Group, LLC1,414$50.6 萬0.44%
Orrstown Financial Services Inc1,360$49.8 萬0.28%
Formidable Asset Management, LLC1,320$48.4 萬0.08%
Evoke Wealth, LLC1,301$47.7 萬0.01%
Gratus Capital LLC1,277$46.8 萬0.02%
Contravisory Investment Management, Inc.1,245$45.6 萬0.10%
Gsa Capital Partners LLP1,181$43.3 萬0.03%
Oversea-Chinese Banking CORP Ltd1,177$43.1 萬0.01%
Gibbs Wealth Management1,133$41.5 萬0.24%
Sutton Place Investors LLC1,109$40.6 萬0.20%
Flow Traders U.S. LLC1,106$40.5 萬0.02%
Strategic Wealth Partners, Ltd.1,104$40.5 萬0.04%
Youngs Advisory Group, Inc.1,054$38.6 萬0.17%

清倉機構（91 家）

2023 年第 4 季季末持有 Caterpillar Inc、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 CAT 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Citadel Advisors LLC430,286$1.27 億
Meitav Dash Investments Ltd127,520$3,767 萬
DnB Asset Management AS121,593$3,595 萬
Cetera Advisor Networks LLC118,416$3,501 萬
ING Groep NV83,665$2,474 萬
Cetera Advisors LLC55,930$1,654 萬
Eisler Capital (UK) Ltd.41,221$1,219 萬
Sandler Capital Management35,000$1,035 萬
Kerrisdale Advisers, LLC18,323$541.8 萬
Granite Bay Wealth Management, LLC20,300$527.8 萬
Longbow Finance SA16,500$487.9 萬
River & Mercantile Asset Management LLP16,000$473.2 萬
FJ Investments, LLC13,300$393.2 萬
Beck Capital Management, LLC10,185$301.1 萬
Scopus Asset Management, L.P.10,000$295.7 萬
Point72 Europe (London) LLP9,962$294.5 萬
Arete Wealth Advisors, LLC8,747$258.6 萬
Stoneridge Investment Partners LLC7,476$221.0 萬
Truepoint, Inc.7,420$219.4 萬
Marshall Wace, LLP7,292$215.6 萬
Bridgewater Associates, LP5,997$177.3 萬
Lecap Asset Management Ltd4,322$127.8 萬
JW Asset Management, LLC4,024$119.0 萬
Caxton Associates LP3,976$117.6 萬
Qsemble Capital Management, LP3,836$113.4 萬
Quantitative Investment Management, LLC3,458$102.2 萬
Menora Mivtachim Holdings Ltd.3,382$100.0 萬
Curated Wealth Partners LLC3,320$98.2 萬
CCG Wealth Management, LLC3,113$92.0 萬
Sciencast Management LP2,906$85.9 萬
DCM Advisors, LLC2,739$81.0 萬
OmniStar Financial Group, Inc.2,644$78.2 萬
IFG Advisory, LLC2,551$75.4 萬
JGP Wealth Management, LLC2,419$71.5 萬
BlueCrest Capital Management Ltd2,386$70.5 萬
Advisor Resource Council2,337$69.1 萬
Scholtz & Company, LLC2,150$63.6 萬
Machina Capital S.A.S.2,010$59.4 萬
Winthrop Capital Management, LLC1,989$58.8 萬
Oak Hill Wealth Advisors, LLC1,934$57.2 萬
Glassman Wealth Services1,878$55.5 萬
AdvisorShares Investments LLC1,680$49.7 萬
CapWealth Advisors, LLC1,542$45.6 萬
Longfellow Investment Management Co LLC1,490$44.1 萬
Signet Investment Advisory Group, Inc.1,430$42.3 萬
Eaton Financial Holdings Company, LLC1,420$42.0 萬
FDx Advisors, Inc.1,363$40.3 萬
Arlington Financial Advisors, LLC1,336$39.5 萬
Acorn Financial Advisory Services Inc1,296$38.2 萬
Waterloo Capital, L.P.1,202$35.5 萬
Infrastructure Capital Advisors, LLC1,168$34.5 萬
Laidlaw Wealth Management LLC1,164$34.4 萬
Copperwynd Financial, LLC1,161$34.3 萬
Kure Advisory, LLC1,124$33.2 萬
CenterStar Asset Management, LLC1,050$31.0 萬
Raub Brock Capital Management LP1,045$30.9 萬
Legacy Trust1,001$29.6 萬
Somerset Group LLC1,000$29.6 萬
Centiva Capital, LP990$29.3 萬
Thrive Capital Management, LLC968$28.6 萬
Quest Partners LLC941$27.8 萬
One River Asset Management, LLC914$27.0 萬
Act Wealth Management, LLC877$25.9 萬
Triumph Capital Management864$25.6 萬
Carlson Capital Management804$23.8 萬
Koss-Olinger Consulting, LLC802$23.7 萬
Aigen Investment Management, LP750$22.2 萬
ERTS Wealth Advisors, LLC750$22.2 萬
Jackson Wealth Management, LLC721$21.3 萬
Guardian Capital LP711$21.0 萬
Lewis Asset Management, LLC708$20.9 萬
Owen LaRue, LLC701$20.7 萬
Northeast Financial Consultants Inc692$20.5 萬
T. Rowe Price Investment Management, Inc.517$15.3 萬
LM Advisors LLC461$13.6 萬
Banco de Sabadell, S.A354$10.5 萬
O'Dell Group, LLC315$9.32 萬
Clear Street Markets LLC300$8.90 萬
SYSTM Wealth Solutions LLC282$8.35 萬
Scarborough Advisors, LLC260$7.69 萬
Dividend Assets Capital, LLC229$6.80 萬
EntryPoint Capital, LLC211$6.24 萬
Arlington Partners LLC189$5.59 萬
Lee Financial Co167$4.94 萬
Hoese & Co LLP150$3.76 萬
Resurgent Financial Advisors LLC102$3.02 萬
Richardson Financial Services Inc.92$2.72 萬
Long Island Wealth Management, Inc.74$2.20 萬
Rockbridge Investment Management, LCC68$2.01 萬
New Millennium Group LLC29$8,690
American Capital Advisory, LLC6$1,818

尚未申報 2024 年第 1 季的機構（41 家）

2023 年第 4 季季末持有 Caterpillar Inc、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 CAT、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Aware Super Pty Ltd as trustee of Aware Super81,918$4,693 萬
M&G Investment Management Ltd40,592$1,202 萬
Lee Danner & Bass Inc40,244$1,190 萬
Focus Financial Network Inc29,676$877.4 萬
Cannell Peter B & Co Inc23,204$686.1 萬
Sawtooth Solutions, LLC19,488$576.2 萬
Putnam Investments LLC14,436$426.8 萬
Wade G W & Inc8,782$259.7 萬
Columbia Trust Co 010120167,542$223.0 萬
Bartlett & Co. LLC5,037$149.5 萬
M&G Investments (USA) Inc.4,679$138.5 萬
StrategIQ Financial Group, LLC2,745$81.2 萬
Live Oak Investment Partners–$79.2 萬
Desjardins Global Asset Management Inc.2,616$77.4 萬
DFPG Investments, LLC2,589$73.6 萬
Day & Ennis, LLC2,386$70.6 萬
Golden State Equity Partners2,307$68.2 萬
Provence Wealth Management Group2,276$67.3 萬
Platform Technology Partners1,942$62.5 萬
Traverso Chambers Private Wealth Management, LLC2,098$62.0 萬
Tilt Investment Management Holdings, PBC2,051$60.6 萬
Telemus Capital, LLC1,801$53.3 萬
Wealthsource Partners, LLC1,586$46.9 萬
Bridgeworth, LLC1,550$45.8 萬
Alan B. Lancz & Associates, Inc.1,450$42.9 萬
Fairfield Financial Advisors, LTD1,438$42.5 萬
Landmark Financial Advisors, LLC1,267$37.5 萬
Resource Consulting Group Inc1,223$36.2 萬
Baystate Wealth Management LLC1,200$35.5 萬
Wedgewood Investors Inc933$27.6 萬
Financial Advisors Network, Inc.889$26.3 萬
Westwood Management Corp800$23.7 萬
Luts & Greenleigh Group, Inc709$21.0 萬
Spartan Planning & Wealth Management686$20.3 萬
DB Wealth Management Group, LLC435$12.9 萬
Coppell Advisory Solutions LLC410$12.1 萬
Strategic Investment Solutions, Inc.326$9.64 萬
Nalls Sherbakoff Group, LLC251$7.42 萬
Hobbs Group Advisors, LLC209$6.18 萬
HWG Holdings LP162$4.79 萬
Gilfoyle & Co LLC107$3.21 萬