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 | 3,772 | $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 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| Carson Advisory Inc. | 2,535 | $99.1 萬 | 0.62% | +74+3.0% | 加碼 |
| Fortem Financial Group, LLC | 2,535 | $99.2 萬 | 0.40% | +115+4.8% | 加碼 |
| Verity Asset Management, Inc. | 2,560 | $99.2 萬 | 0.37% | −694−21.3% | 減碼 |
| Live Oak Investment Partners | – | $99.2 萬 | 0.77% | – | – |
| Woodmont Investment Counsel LLC | 2,538 | $99.3 萬 | 0.07% | +29+1.2% | 加碼 |
| Disciplined Equity Management, Inc. | 2,540 | $99.3 萬 | 0.63% | −210−7.6% | 減碼 |
| Cortland Associates Inc | 2,544 | $99.5 萬 | 0.12% | +1,198+89.0% | 加碼 |
| Heck Capital Advisors, LLC | 2,546 | $99.6 萬 | 0.11% | −16−0.6% | 減碼 |
| Titleist Asset Management, LLC | 2,551 | $99.8 萬 | 0.14% | −26−1.0% | 減碼 |
| Palumbo Wealth Management LLC | 2,557 | $100.0 萬 | 0.39% | −22−0.9% | 減碼 |
| Lakeview Capital Partners, LLC | 2,559 | $100.1 萬 | 0.16% | −486−16.0% | 減碼 |
| BOS Asset Management, LLC | 2,563 | $100.2 萬 | 0.37% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 2,566 | $100.4 萬 | 0.14% | −29−1.1% | 減碼 |
| Heritage Wealth Advisors | 2,568 | $100.4 萬 | 0.05% | +12+0.5% | 加碼 |
| White Lighthouse Investment Management Inc. | 2,571 | $100.6 萬 | 0.18% | 00.0% | 不變 |
| Westmount Partners, LLC | 2,581 | $101.0 萬 | 0.30% | +4+0.2% | 加碼 |
| Quadcap Wealth Management, LLC | 2,583 | $101.0 萬 | 0.16% | +8+0.3% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,583 | $101.0 萬 | 0.17% | −212−7.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 2,585 | $101.1 萬 | 0.25% | −40−1.5% | 減碼 |
| Northstar Group, Inc. | 2,586 | $101.2 萬 | 0.18% | 00.0% | 不變 |
| Herold Advisors, Inc. | 2,591 | $101.3 萬 | 0.22% | −68−2.6% | 減碼 |
| Stableford Capital II LLC | 2,521 | $101.3 萬 | 0.40% | −136−5.1% | 減碼 |
| Epoch Investment Partners, Inc. | 2,597 | $101.6 萬 | 0.00% | −108−4.0% | 減碼 |
| Harbor Investment Advisory, LLC | 2,607 | $102.0 萬 | 0.10% | −40−1.5% | 減碼 |
| Hudson Valley Investment Advisors Inc | 2,609 | $102.0 萬 | 0.11% | −552−17.5% | 減碼 |
| Hancock Whitney Corp | 2,613 | $102.2 萬 | 0.03% | −57−2.1% | 減碼 |
| LVW Advisors, LLC | 2,614 | $102.2 萬 | 0.13% | −628−19.4% | 減碼 |
| Keel Point, LLC | 2,616 | $102.3 萬 | 0.09% | −41−1.5% | 減碼 |
| Sonora Investment Management Group, LLC | 2,639 | $103.2 萬 | 0.08% | −2,338−47.0% | 減碼 |
| Redwood Wealth Management Group, LLC | 2,640 | $103.3 萬 | 0.51% | −13−0.5% | 減碼 |
| Pine Haven Investment Counsel, Inc | 2,641 | $103.3 萬 | 0.84% | +44+1.7% | 加碼 |
| Klingenstein Fields & Co LP | 2,643 | $103.4 萬 | 0.04% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 2,645 | $103.5 萬 | 0.36% | 00.0% | 不變 |
| Hilltop National Bank | 2,646 | $103.5 萬 | 0.31% | +10+0.4% | 加碼 |
| Marcum Wealth, LLC | 2,649 | $103.6 萬 | 0.10% | +87+3.4% | 加碼 |
| Sompo Asset Management Co., Ltd. | 2,650 | $103.6 萬 | 0.16% | −60−2.2% | 減碼 |
| L.M. Kohn & Company | 2,656 | $103.9 萬 | 0.26% | +215+8.8% | 加碼 |
| Capital Planning Advisors, LLC | 2,666 | $104.3 萬 | 0.16% | +5+0.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 2,677 | $104.7 萬 | 0.03% | +524+24.3% | 加碼 |
| Catalina Capital Group, LLC | 2,691 | $105.3 萬 | 0.36% | +246+10.1% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 2,694 | $105.4 萬 | 0.57% | 00.0% | 不變 |
| Visionary Wealth Advisors | 2,694 | $105.4 萬 | 0.06% | −296−9.9% | 減碼 |
| Wealth Effects LLC | 2,696 | $105.4 萬 | 0.37% | −14−0.5% | 減碼 |
| WealthTrust Asset Management, LLC | 2,698 | $105.5 萬 | 0.79% | −363−11.9% | 減碼 |
| Waycross Partners, LLC | 2,700 | $105.6 萬 | 0.15% | 00.0% | 不變 |
| Ballast Advisors LLC | 2,701 | $105.6 萬 | 0.33% | −110−3.9% | 減碼 |
| Puzo Michael J | 2,710 | $106.0 萬 | 0.28% | 00.0% | 不變 |
| Somerville Kurt F | 2,715 | $106.2 萬 | 0.17% | −50−1.8% | 減碼 |
| TRUE Private Wealth Advisors | 2,724 | $106.6 萬 | 0.13% | −1,596−36.9% | 減碼 |
| Joel Isaacson & Co., LLC | 2,727 | $106.7 萬 | 0.05% | +10.0% | 加碼 |
| Ostrum Asset Management | 2,728 | $106.7 萬 | 0.09% | +33+1.2% | 加碼 |
| Stiles Financial Services Inc | 2,736 | $107.0 萬 | 0.38% | +112+4.3% | 加碼 |
| Heartland Bank & Trust Co | 2,745 | $107.4 萬 | 0.58% | +2,745 | 新進 |
| NVWM, LLC | 2,747 | $107.4 萬 | 0.27% | −11−0.4% | 減碼 |
| Cadent Capital Advisors, LLC | 2,748 | $107.5 萬 | 0.37% | +2,748 | 新進 |
| First Command Advisory Services, Inc. | 2,749 | $107.5 萬 | 0.01% | −21−0.8% | 減碼 |
| Key Financial Inc | 2,754 | $107.7 萬 | 0.24% | +12+0.4% | 加碼 |
| Verus Capital Partners, LLC | 2,756 | $107.8 萬 | 0.11% | −83−2.9% | 減碼 |
| Cypress Asset Management Inc | 2,757 | $107.8 萬 | 0.27% | +207+8.1% | 加碼 |
| Premier Path Wealth Partners, LLC | 2,760 | $107.9 萬 | 0.17% | +274+11.0% | 加碼 |
| Washburn Capital Management, Inc. | 2,762 | $108.0 萬 | 0.77% | −270−8.9% | 減碼 |
| Sittner & Nelson, LLC | 2,763 | $108.1 萬 | 0.48% | −24−0.9% | 減碼 |
| Washington Trust Advisors, Inc. | 2,771 | $108.4 萬 | 0.09% | −100−3.5% | 減碼 |
| Creekside Partners | 2,774 | $108.5 萬 | 0.56% | +4+0.1% | 加碼 |
| Gladius Capital Management LP | 2,781 | $108.8 萬 | 0.65% | −202−6.8% | 減碼 |
| Patriot Investment Management Inc. | 2,781 | $108.8 萬 | 0.08% | +9+0.3% | 加碼 |
| Skopos Labs, Inc. | 2,785 | $108.9 萬 | 0.36% | +136+5.1% | 加碼 |
| RDA Financial Network | 2,789 | $109.1 萬 | 0.34% | +163+6.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,792 | $109.2 萬 | 0.04% | −5−0.2% | 減碼 |
| Curated Wealth Partners LLC | 2,797 | $109.4 萬 | 0.14% | +16+0.6% | 加碼 |
| Peavine Capital, LLC | 2,800 | $109.5 萬 | 0.27% | 00.0% | 不變 |
| Prosperitas Financial LLC | 2,811 | $109.9 萬 | 0.59% | +82+3.0% | 加碼 |
| Kennebec Savings Bank | 2,813 | $110.0 萬 | 1.09% | +2,813 | 新進 |
| Toth Financial Advisory Corp | 2,818 | $110.2 萬 | 0.13% | −57−2.0% | 減碼 |
| Ballast, Inc. | 2,828 | $110.6 萬 | 0.31% | −10.0% | 減碼 |
| Drive Wealth Management, LLC | 2,829 | $110.7 萬 | 0.29% | +24+0.9% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,860 | $110.7 萬 | 0.01% | +390+15.8% | 加碼 |
| Texas Capital Bancshares Inc | 2,833 | $110.8 萬 | 0.45% | 00.0% | 不變 |
| Orrstown Financial Services Inc | 2,848 | $111.4 萬 | 0.33% | +1,338+88.6% | 加碼 |
| Nabity-Jensen Investment Management Inc | 2,859 | $111.8 萬 | 0.86% | +144+5.3% | 加碼 |
| Inscription Capital, LLC | 2,869 | $112.2 萬 | 0.17% | −306−9.6% | 減碼 |
| Abacus Planning Group, Inc. | 2,869 | $112.2 萬 | 0.20% | −150−5.0% | 減碼 |
| Qsemble Capital Management, LP | 2,870 | $112.3 萬 | 0.21% | +2,870 | 新進 |
| Ironwood Investment Counsel, LLC | 2,880 | $112.7 萬 | 0.19% | +5+0.2% | 加碼 |
| Covenant Asset Management, LLC | 2,896 | $113.3 萬 | 0.25% | −634−18.0% | 減碼 |
| Heartwood Wealth Advisors LLC | 2,904 | $113.6 萬 | 0.13% | +150+5.4% | 加碼 |
| Capital Advisors Inc | 2,908 | $113.7 萬 | 0.02% | −126−4.2% | 減碼 |
| Sentinus, LLC | 2,910 | $113.8 萬 | 0.43% | +33+1.1% | 加碼 |
| South State Corp. | 2,910 | $113.8 萬 | 0.08% | −26−0.9% | 減碼 |
| Denali Advisors LLC | 2,913 | $113.9 萬 | 0.12% | +2,913 | 新進 |
| Well Done, LLC | 2,915 | $114.0 萬 | 0.21% | +25+0.9% | 加碼 |
| ABN AMRO Bank N.V. | 2,933 | $114.1 萬 | 0.02% | +241+9.0% | 加碼 |
| Peoples Financial Services Corp. | 2,918 | $114.1 萬 | 0.52% | −10−0.3% | 減碼 |
| Legacy Wealth Asset Management, LLC | 2,940 | $115.0 萬 | 0.31% | −2−0.1% | 減碼 |
| Harfst & Associates, Inc. | 2,941 | $115.0 萬 | 0.26% | 00.0% | 不變 |
| Ancora Advisors, LLC | 2,943 | $115.1 萬 | 0.03% | +283+10.6% | 加碼 |
| Fiduciary Family Office, LLC | 2,952 | $115.5 萬 | 0.38% | −358−10.8% | 減碼 |
| Sawgrass Asset Management LLC | 2,953 | $115.5 萬 | 0.12% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 2,980 | $115.8 萬 | 0.06% | +39+1.3% | 加碼 |
| Wealth Quarterback LLC | 2,960 | $115.8 萬 | 0.60% | −229−7.2% | 減碼 |