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 3 季 13F 持有人
Caterpillar Inc 在 2024/9/30 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
- 2,837
- 較 2024 年第 2 季 +155 家
- 持有股數
- 3.44 億
- 較 2024 年第 2 季 +3,685 萬 (+12.0%)
- 總市值
- $1,336 億
- 較 2024 年第 2 季 +$313.7 億 (+30.7%)
- 新進機構
- 246
- 另有 1,057 家加碼
- 清倉機構
- 91
- 另有 1,045 家減碼
另有 30 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanchez Wealth Management Group | 1,561 | $61.0 萬 | 0.19% | +7+0.5% | 加碼 |
| Buckingham Capital Management, Inc. | 1,568 | $61.3 萬 | 0.07% | +448+40.0% | 加碼 |
| Boston Financial Mangement LLC | 1,570 | $61.4 萬 | 0.02% | −2−0.1% | 減碼 |
| Curbstone Financial Management Corp | 1,572 | $61.5 萬 | 0.13% | 00.0% | 不變 |
| Sepio Capital, LP | 1,572 | $61.5 萬 | 0.05% | +13+0.8% | 加碼 |
| Van Hulzen Asset Management, LLC | 1,576 | $61.6 萬 | 0.04% | −227−12.6% | 減碼 |
| Bigelow Investment Advisors, LLC | 1,577 | $61.7 萬 | 0.28% | +30+1.9% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 1,581 | $61.8 萬 | 0.09% | +82+5.5% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 1,582 | $61.9 萬 | 0.08% | −180−10.2% | 減碼 |
| Goldstone Financial Group, LLC | 1,582 | $61.9 萬 | 0.11% | +347+28.1% | 加碼 |
| Spirepoint Private Client, LLC | 1,590 | $62.2 萬 | 0.08% | +4+0.3% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 1,598 | $62.5 萬 | 0.50% | −15−0.9% | 減碼 |
| WESCAP Management Group, Inc. | 1,600 | $62.6 萬 | 0.16% | 00.0% | 不變 |
| Icapital Wealth LLC | 1,600 | $62.6 萬 | 0.34% | 00.0% | 不變 |
| Scientech Research LLC | 1,600 | $62.6 萬 | 0.12% | +1,600 | 新進 |
| Bell Bank | 1,601 | $62.6 萬 | 0.07% | 00.0% | 不變 |
| Bank of Stockton | 1,602 | $62.7 萬 | 0.19% | +894+126.3% | 加碼 |
| Proficio Capital Partners LLC | 1,604 | $62.7 萬 | 0.06% | −484−23.2% | 減碼 |
| Peterson Wealth Management | 1,604 | $62.7 萬 | 0.40% | −30−1.8% | 減碼 |
| Vishria Bird Financial Group, LLC | 1,606 | $62.8 萬 | 0.24% | 00.0% | 不變 |
| Gries Financial LLC | 1,608 | $62.9 萬 | 0.12% | +978+155.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,611 | $63.0 萬 | 0.02% | +1,611 | 新進 |
| One Degree Advisors Inc | 1,615 | $63.1 萬 | 0.27% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 1,614 | $63.1 萬 | 0.19% | +14+0.9% | 加碼 |
| Independence Bank of Kentucky | 1,618 | $63.3 萬 | 0.14% | +35+2.2% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 1,620 | $63.4 萬 | 0.12% | −125−7.2% | 減碼 |
| Sweet Financial Partners, LLC | 1,629 | $63.7 萬 | 0.14% | +1+0.1% | 加碼 |
| Cooper/Haims Advisors, LLC | 1,635 | $63.9 萬 | 0.35% | −70−4.1% | 減碼 |
| Waterway Wealth Management, LLC | 1,636 | $64.0 萬 | 0.27% | +141+9.4% | 加碼 |
| Root Financial Partners, LLC | 1,640 | $64.2 萬 | 0.10% | −2,542−60.8% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,641 | $64.2 萬 | 0.02% | −34−2.0% | 減碼 |
| Appleton Partners Inc | 1,641 | $64.2 萬 | 0.05% | −184−10.1% | 減碼 |
| West Paces Advisors Inc. | 1,642 | $64.2 萬 | 0.16% | +1,398+573.0% | 加碼 |
| Alera Investment Advisors, LLC | 1,642 | $64.2 萬 | 0.08% | +26+1.6% | 加碼 |
| Fairfield, Bush & Co. | 1,643 | $64.2 萬 | 0.38% | −3−0.2% | 減碼 |
| Heritage Wealth Partners, LLC | 1,643 | $64.3 萬 | 0.76% | −279−14.5% | 減碼 |
| Taylor Hoffman Capital Management LLC | 1,711 | $64.4 萬 | 0.25% | +1,711 | 新進 |
| Arcataur Capital Management LLC | 1,647 | $64.4 萬 | 0.22% | −10−0.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 1,655 | $64.7 萬 | 0.04% | −2,472−59.9% | 減碼 |
| Pacitti Group Inc. | 1,654 | $64.7 萬 | 0.31% | −44−2.6% | 減碼 |
| Opal Wealth Advisors, LLC | 1,656 | $64.8 萬 | 0.20% | −44−2.6% | 減碼 |
| TrueWealth Advisors, LLC | 1,657 | $64.8 萬 | 0.22% | +311+23.1% | 加碼 |
| Jeppson Wealth Management, LLC | 1,660 | $64.9 萬 | 0.23% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 1,668 | $65.2 萬 | 0.04% | −730−30.4% | 減碼 |
| Advisory Resource Group | 1,674 | $65.5 萬 | 0.14% | 00.0% | 不變 |
| Kaydan Wealth Management, Inc. | 1,677 | $65.6 萬 | 0.19% | 00.0% | 不變 |
| Home Federal Bank of Tennessee | 1,684 | $65.9 萬 | 0.19% | −25−1.5% | 減碼 |
| Summit Wealth Partners, LLC | 1,684 | $65.9 萬 | 0.13% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 1,674 | $65.9 萬 | 0.16% | +7+0.4% | 加碼 |
| Peregrine Asset Advisers, Inc. | 1,686 | $66.0 萬 | 0.23% | +304+22.0% | 加碼 |
| Capital Square, LLC | 1,689 | $66.1 萬 | 0.40% | −316−15.8% | 減碼 |
| United Bank | 1,690 | $66.1 萬 | 0.08% | +150+9.7% | 加碼 |
| Simon Quick Advisors, LLC | 1,692 | $66.2 萬 | 0.04% | +419+32.9% | 加碼 |
| Breakwater Capital Group | 1,693 | $66.2 萬 | 0.13% | −73−4.1% | 減碼 |
| Callan Capital, LLC | 1,697 | $66.4 萬 | 0.05% | −455−21.1% | 減碼 |
| Baker Ellis Asset Management LLC | 1,697 | $66.4 萬 | 0.09% | +170+11.1% | 加碼 |
| Perpetual Ltd | 1,700 | $66.5 萬 | 0.01% | 00.0% | 不變 |
| One Capital Management, LLC | 1,700 | $66.5 萬 | 0.02% | +35+2.1% | 加碼 |
| West Family Investments, Inc. | 1,701 | $66.5 萬 | 0.23% | +162+10.5% | 加碼 |
| Evermay Wealth Management LLC | 1,702 | $66.6 萬 | 0.11% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,703 | $66.6 萬 | 0.04% | −12−0.7% | 減碼 |
| Union Savings Bank | 1,706 | $66.7 萬 | 0.33% | −75−4.2% | 減碼 |
| Clarus Group, Inc. | 1,711 | $66.9 萬 | 0.28% | −773−31.1% | 減碼 |
| Stokes Family Office, LLC | 1,715 | $67.1 萬 | 0.07% | −130−7.0% | 減碼 |
| Cornerstone Advisory, LLC | 1,715 | $67.1 萬 | 0.09% | +45+2.7% | 加碼 |
| YHB Investment Advisors, Inc. | 1,716 | $67.1 萬 | 0.06% | −50−2.8% | 減碼 |
| Silvia McColl Wealth Management, LLC | 1,716 | $67.1 萬 | 0.50% | 00.0% | 不變 |
| Check Capital Management Inc | 1,717 | $67.2 萬 | 0.05% | 00.0% | 不變 |
| Lakeridge Wealth Management LLC | 1,722 | $67.4 萬 | 0.37% | −7−0.4% | 減碼 |
| LVM Capital Management Ltd | 2,025 | $67.5 萬 | 0.08% | 00.0% | 不變 |
| Raab & Moskowitz Asset Management LLC | 1,730 | $67.7 萬 | 0.17% | −15−0.9% | 減碼 |
| Copperwynd Financial, LLC | 1,734 | $67.8 萬 | 0.20% | +465+36.6% | 加碼 |
| Beaumont Financial Advisors, LLC | 1,737 | $67.9 萬 | 0.05% | +4+0.2% | 加碼 |
| Chiron Investment Management, LLC | 1,740 | $68.1 萬 | 0.24% | +1,740 | 新進 |
| Abacus Wealth Partners, LLC | 1,744 | $68.2 萬 | 0.10% | −8−0.5% | 減碼 |
| Forte Capital LLC | 1,744 | $68.2 萬 | 0.08% | +64+3.8% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,747 | $68.3 萬 | 0.02% | +871+99.4% | 加碼 |
| Sterling Investment Advisors, Ltd. | 1,748 | $68.4 萬 | 0.17% | +1+0.1% | 加碼 |
| Charter Oak Capital Management, LLC | 1,748 | $68.4 萬 | 0.06% | +313+21.8% | 加碼 |
| Coastwise Capital Group, LLC | 1,749 | $68.4 萬 | 0.56% | +6+0.3% | 加碼 |
| Baldwin Brothers Inc | 1,749 | $68.4 萬 | 0.05% | +697+66.3% | 加碼 |
| Claro Advisors LLC | 1,754 | $68.6 萬 | 0.09% | +135+8.3% | 加碼 |
| China Universal Asset Management Co., Ltd. | 1,757 | $68.7 萬 | 0.08% | +984+127.3% | 加碼 |
| Resonant Capital Advisors, LLC | 1,761 | $68.9 萬 | 0.05% | +73+4.3% | 加碼 |
| Fulton Bank, N.A. | 1,761 | $68.9 萬 | 0.03% | +51+3.0% | 加碼 |
| Zullo Investment Group, Inc. | 1,765 | $69.1 萬 | 0.29% | +12+0.7% | 加碼 |
| Sovereign Financial Group, Inc. | 1,773 | $69.4 萬 | 0.16% | −51−2.8% | 減碼 |
| Sanders Morris Harris LLC | 1,775 | $69.4 萬 | 0.12% | 00.0% | 不變 |
| LifeSteps Financial, Inc. | 1,779 | $69.6 萬 | 0.54% | 00.0% | 不變 |
| Fca Corp | 1,782 | $69.7 萬 | 0.21% | +582+48.5% | 加碼 |
| Lakeside Advisors, INC. | 1,784 | $69.8 萬 | 0.44% | +1+0.1% | 加碼 |
| Benchmark Wealth Management, LLC | 1,785 | $69.8 萬 | 0.34% | 00.0% | 不變 |
| GTS Securities LLC | 1,792 | $70.1 萬 | 0.01% | +695+63.4% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 1,800 | $70.4 萬 | 0.00% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 1,802 | $70.5 萬 | 0.21% | +5+0.3% | 加碼 |
| Taylor Financial Group, Inc. | 1,805 | $70.6 萬 | 0.49% | 00.0% | 不變 |
| McBroom & Associates, LLC | 1,806 | $70.6 萬 | 0.43% | 00.0% | 不變 |
| Pacifica Partners Inc. | 1,807 | $70.7 萬 | 0.29% | +28+1.6% | 加碼 |
| Centurion Wealth Management LLC | 1,810 | $70.8 萬 | 0.23% | +1,810 | 新進 |
| TFG Advisers LLC | 1,812 | $70.9 萬 | 0.26% | +3+0.2% | 加碼 |