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 |
|---|---|---|---|---|---|
| Mendel Money Management | 2,962 | $115.8 萬 | 0.50% | −400−11.9% | 減碼 |
| Capstone Financial Advisors, Inc. | 2,965 | $116.0 萬 | 0.07% | +158+5.6% | 加碼 |
| CMG Global Holdings, LLC | 2,968 | $116.1 萬 | 0.66% | 00.0% | 不變 |
| Vectors Research Management, LLC | 2,969 | $116.1 萬 | 0.35% | +165+5.9% | 加碼 |
| 1858 Wealth Management, LLC | 2,970 | $116.1 萬 | 0.96% | −253−7.8% | 減碼 |
| US Asset Management LLC | 3,011 | $116.5 萬 | 1.03% | −587−16.3% | 減碼 |
| Morse Asset Management, Inc | 2,979 | $116.5 萬 | 0.25% | +5+0.2% | 加碼 |
| First Foundation Advisors | 2,984 | $116.7 萬 | 0.04% | −116−3.7% | 減碼 |
| Financial Management Network Inc | 2,939 | $116.7 萬 | 0.24% | +2+0.1% | 加碼 |
| Compass Ion Advisors, LLC | 2,989 | $116.9 萬 | 0.14% | +150+5.3% | 加碼 |
| Belpointe Asset Management LLC | 2,994 | $117.1 萬 | 0.07% | −543−15.4% | 減碼 |
| Lion Street Advisors, LLC | 2,995 | $117.1 萬 | 0.41% | −45−1.5% | 減碼 |
| Birinyi Associates Inc | 3,000 | $117.3 萬 | 0.34% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $117.3 萬 | 0.35% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 3,003 | $117.5 萬 | 0.03% | −199−6.2% | 減碼 |
| Mechanics Financial Corp | 3,031 | $118.5 萬 | 0.52% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 3,563 | $118.7 萬 | 0.06% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 3,036 | $118.8 萬 | 0.33% | −252−7.7% | 減碼 |
| Costello Asset Management, INC | 3,041 | $118.9 萬 | 0.80% | −42−1.4% | 減碼 |
| Geller Advisors LLC | 3,044 | $119.1 萬 | 0.08% | −3−0.1% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 3,053 | $119.4 萬 | 0.30% | +745+32.3% | 加碼 |
| Rogco, LP | 3,057 | $119.6 萬 | 0.47% | −184−5.7% | 減碼 |
| Engineers Gate Manager LP | 3,063 | $119.8 萬 | 0.02% | −19,404−86.4% | 減碼 |
| Concentric Wealth Management, LLC | 3,075 | $120.3 萬 | 0.29% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 3,075 | $120.3 萬 | 0.34% | +10+0.3% | 加碼 |
| Aspen Investment Management Inc | 3,076 | $120.3 萬 | 0.56% | +2+0.1% | 加碼 |
| Clarus Wealth Advisors | 3,022 | $120.3 萬 | 0.61% | +55+1.9% | 加碼 |
| Means Investment Co., Inc. | 3,080 | $120.5 萬 | 0.13% | +81+2.7% | 加碼 |
| Gray Wealth Management Inc. | 3,081 | $120.5 萬 | 0.48% | 00.0% | 不變 |
| Benin Management CORP | 3,097 | $121.1 萬 | 0.34% | −10.0% | 減碼 |
| WMS Partners, LLC | 3,102 | $121.3 萬 | 0.07% | +7+0.2% | 加碼 |
| Legacy Advisors, LLC | 3,115 | $121.8 萬 | 0.13% | +407+15.0% | 加碼 |
| Wilkins Investment Counsel Inc | 3,120 | $122.0 萬 | 0.17% | −100−3.1% | 減碼 |
| Rossmore Private Capital | 3,121 | $122.1 萬 | 0.15% | −5−0.2% | 減碼 |
| Gleason Group, Inc. | 3,122 | $122.1 萬 | 0.22% | −62−1.9% | 減碼 |
| GeoWealth Management, LLC | 3,131 | $122.5 萬 | 0.04% | −309−9.0% | 減碼 |
| Menard Financial Group LLC | 3,134 | $122.6 萬 | 0.81% | +22+0.7% | 加碼 |
| Regal Investment Advisors LLC | 3,141 | $122.8 萬 | 0.09% | −435−12.2% | 減碼 |
| KLCM Advisors, Inc. | 3,144 | $123.0 萬 | 0.15% | +200+6.8% | 加碼 |
| Argus Investors' Counsel, Inc. | 3,145 | $123.0 萬 | 0.80% | −600−16.0% | 減碼 |
| Astoria Portfolio Advisors LLC. | 3,066 | $123.3 萬 | 0.42% | +309+11.2% | 加碼 |
| Magnus Financial Group LLC | 3,156 | $123.4 萬 | 0.13% | +76+2.5% | 加碼 |
| SignalPoint Asset Management, LLC | 3,157 | $123.5 萬 | 0.29% | −12−0.4% | 減碼 |
| Monograph Wealth Advisors, LLC | 3,157 | $123.5 萬 | 0.16% | 00.0% | 不變 |
| Taurus Asset Management, LLC | 3,158 | $123.5 萬 | 0.12% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,160 | $123.9 萬 | 0.57% | +105+3.4% | 加碼 |
| Saxon Interests, Inc. | 3,186 | $124.6 萬 | 0.57% | +66+2.1% | 加碼 |
| Grimes & Company, Inc. | 3,190 | $124.8 萬 | 0.03% | +16+0.5% | 加碼 |
| Provenance Wealth Advisors, LLC | 3,196 | $125.0 萬 | 0.16% | +53+1.7% | 加碼 |
| Howard Capital Management Inc. | 3,199 | $125.1 萬 | 0.02% | +3,199 | 新進 |
| Edmond de Rothschild Holding S.A. | 3,200 | $125.2 萬 | 0.02% | −3,086−49.1% | 減碼 |
| Prosperity Consulting Group, LLC | 3,210 | $125.6 萬 | 0.10% | −2,870−47.2% | 減碼 |
| Intrua Financial, LLC | 3,211 | $125.6 萬 | 0.20% | −441−12.1% | 減碼 |
| Avestar Capital, LLC | 3,214 | $125.7 萬 | 0.14% | +225+7.5% | 加碼 |
| Planning Capital Management Corp | 3,218 | $125.9 萬 | 0.83% | +1,801+127.1% | 加碼 |
| Edge Capital Group, LLC | 3,224 | $126.1 萬 | 0.06% | −49−1.5% | 減碼 |
| Aspire Private Capital, LLC | 3,228 | $126.3 萬 | 0.30% | +58+1.8% | 加碼 |
| Auxier Asset Management | 3,230 | $126.3 萬 | 0.19% | 00.0% | 不變 |
| Traphagen Investment Advisors LLC | 3,230 | $126.3 萬 | 0.13% | −36−1.1% | 減碼 |
| King Wealth | 3,232 | $126.4 萬 | 0.20% | +14+0.4% | 加碼 |
| LexAurum Advisors, LLC | 3,235 | $126.5 萬 | 0.28% | −78−2.4% | 減碼 |
| Montecito Bank & Trust | 3,235 | $126.5 萬 | 0.22% | 00.0% | 不變 |
| Colonial Trust Co | 3,236 | $126.6 萬 | 0.20% | +48+1.5% | 加碼 |
| JFS Wealth Advisors, LLC | 3,241 | $126.8 萬 | 0.08% | +10+0.3% | 加碼 |
| RiverFront Investment Group, LLC | 3,241 | $126.8 萬 | 0.03% | +960+42.1% | 加碼 |
| Rooted Wealth Advisors, Inc. | 3,193 | $127.2 萬 | 0.57% | +191+6.4% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,259 | $127.5 萬 | 0.19% | −61−1.8% | 減碼 |
| Valmark Advisers, Inc. | 3,272 | $128.0 萬 | 0.02% | +221+7.2% | 加碼 |
| Corundum Group, Inc. | 3,278 | $128.2 萬 | 0.58% | −2,371−42.0% | 減碼 |
| Hall Laurie J Trustee | 3,280 | $128.3 萬 | 0.41% | +2,000+156.3% | 加碼 |
| Nicolet Bankshares Inc | 3,284 | $128.4 萬 | 0.31% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 3,300 | $129.1 萬 | 0.34% | 00.0% | 不變 |
| Manchester Capital Management LLC | 3,305 | $129.3 萬 | 0.15% | +113+3.5% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,312 | $129.5 萬 | 0.56% | −135−3.9% | 減碼 |
| CORDA Investment Management, LLC. | 3,313 | $129.6 萬 | 0.10% | −68−2.0% | 減碼 |
| Security Financial Services, INC. | 3,334 | $130.4 萬 | 0.27% | +23+0.7% | 加碼 |
| Lakewood Asset Management LLC | 3,335 | $130.4 萬 | 0.89% | +4+0.1% | 加碼 |
| Amussen Hunsaker Associates LLC | 3,338 | $130.5 萬 | 0.20% | −1,000−23.1% | 減碼 |
| First Heartland Consultants, Inc. | 3,339 | $130.6 萬 | 0.14% | −2−0.1% | 減碼 |
| Atwood & Palmer Inc | 3,340 | $130.6 萬 | 0.09% | 00.0% | 不變 |
| CIC Wealth, LLC | 3,340 | $130.6 萬 | 0.34% | +3+0.1% | 加碼 |
| TCG Advisory Services, LLC | 3,345 | $130.8 萬 | 0.06% | −280−7.7% | 減碼 |
| Bath Savings Trust Co | 3,349 | $131.0 萬 | 0.13% | +365+12.2% | 加碼 |
| Balentine LLC | 3,359 | $131.4 萬 | 0.05% | +2,673+389.7% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 3,365 | $131.6 萬 | 0.60% | −15−0.4% | 減碼 |
| Transcend Wealth Collective, LLC | 3,369 | $131.8 萬 | 0.09% | +112+3.4% | 加碼 |
| Telos Capital Management, Inc. | 3,371 | $131.8 萬 | 0.14% | −25−0.7% | 減碼 |
| Keynote Financial Services LLC | 3,372 | $131.9 萬 | 1.01% | 00.0% | 不變 |
| DMG Group, LLC | 3,376 | $132.0 萬 | 1.07% | −15−0.4% | 減碼 |
| Wealth Management Partners, LLC | 3,389 | $132.5 萬 | 0.61% | −225−6.2% | 減碼 |
| BTG Pactual Asset Management US LLC | 3,395 | $132.8 萬 | 0.19% | +189+5.9% | 加碼 |
| Montis Financial, LLC | 3,397 | $132.9 萬 | 0.47% | −60−1.7% | 減碼 |
| Fairview Capital Investment Management, LLC | 3,398 | $132.9 萬 | 0.07% | −30−0.9% | 減碼 |
| Lantern Wealth Advisors, LLC | 3,409 | $133.3 萬 | 0.92% | −297−8.0% | 減碼 |
| Advanced Portfolio Management, LLC | 3,411 | $133.4 萬 | 1.37% | −2,956−46.4% | 減碼 |
| Allegheny Financial Group LTD | 3,414 | $133.5 萬 | 0.33% | −3−0.1% | 減碼 |
| Investment Partners, Ltd. | 3,422 | $133.8 萬 | 0.56% | −21−0.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,440 | $134.5 萬 | 0.18% | −258−7.0% | 減碼 |
| E Fund Management Co., Ltd. | 3,456 | $135.2 萬 | 0.07% | +365+11.8% | 加碼 |
| Savoie Capital LLC | 3,465 | $135.5 萬 | 0.17% | 00.0% | 不變 |