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 |
|---|---|---|---|---|---|
| Vanguard Capital Wealth Advisors | 3,466 | $135.6 萬 | 1.43% | +28+0.8% | 加碼 |
| Advisor OS, LLC | 3,468 | $135.6 萬 | 0.14% | +107+3.2% | 加碼 |
| Donoghue Forlines LLC | 3,481 | $136.1 萬 | 0.39% | +1,659+91.1% | 加碼 |
| Raleigh Capital Management Inc. | 3,490 | $136.5 萬 | 0.53% | −138−3.8% | 減碼 |
| FNY Investment Advisers, LLC | 3,500 | $136.8 萬 | 0.66% | +3,500 | 新進 |
| Sequent Asset Management, LLC | 3,498 | $136.8 萬 | 0.68% | −244−6.5% | 減碼 |
| Milestone Asset Management, LLC | 3,504 | $137.0 萬 | 0.31% | +143+4.3% | 加碼 |
| Monticello Wealth Management, LLC | 3,509 | $137.3 萬 | 0.12% | +10.0% | 加碼 |
| Wealth Architects, LLC | 3,511 | $137.3 萬 | 0.16% | −8−0.2% | 減碼 |
| Texas Yale Capital Corp. | 3,519 | $137.6 萬 | 0.06% | +516+17.2% | 加碼 |
| Pathway Financial Advisors LLC | 3,523 | $137.8 萬 | 0.35% | 00.0% | 不變 |
| SS&H Financial Advisors, Inc. | 3,525 | $137.9 萬 | 0.50% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 3,528 | $138.0 萬 | 0.15% | 00.0% | 不變 |
| Boston Research & Management Inc | 3,542 | $138.5 萬 | 0.32% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 3,545 | $138.6 萬 | 0.09% | −497−12.3% | 減碼 |
| Perfromance Wealth Partners, LLC | 3,547 | $138.7 萬 | 0.05% | +122+3.6% | 加碼 |
| KG&L Capital Management,LLC | 3,585 | $138.9 萬 | 0.45% | +335+10.3% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 3,552 | $138.9 萬 | 0.08% | −15−0.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 3,572 | $139.7 萬 | 0.01% | −6,562−64.8% | 減碼 |
| Gilbert & Cook, Inc. | 3,572 | $139.7 萬 | 0.19% | +2+0.1% | 加碼 |
| Fundamentun, LLC | 3,575 | $139.8 萬 | 0.10% | +93+2.7% | 加碼 |
| J. W. Coons Advisors, LLC | 3,580 | $140.0 萬 | 0.35% | 00.0% | 不變 |
| Thomasville National Bank | 3,590 | $140.4 萬 | 0.10% | −8−0.2% | 減碼 |
| AA Financial Advisors, LLC | 3,596 | $140.6 萬 | 0.41% | +151+4.4% | 加碼 |
| Founders Financial Securities LLC | 3,596 | $140.7 萬 | 0.13% | −1,182−24.7% | 減碼 |
| Catalyst Funds Management Pty Ltd | 3,600 | $140.8 萬 | 0.31% | −2,500−41.0% | 減碼 |
| Davis R M Inc | 3,601 | $140.9 萬 | 0.03% | +482+15.5% | 加碼 |
| Zega Financial, LLC | 3,625 | $141.8 萬 | 0.47% | +121+3.5% | 加碼 |
| Camden Capital, LLC | 3,626 | $141.8 萬 | 0.15% | −108−2.9% | 減碼 |
| Live Oak Private Wealth LLC | 3,631 | $142.0 萬 | 0.23% | −450−11.0% | 減碼 |
| Promethium Advisors,llc | 3,631 | $142.0 萬 | 1.00% | +3,631 | 新進 |
| PFC Capital Group, Inc. | 3,635 | $142.1 萬 | 0.68% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,640 | $142.4 萬 | 0.18% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 3,641 | $142.4 萬 | 0.03% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 3,646 | $142.6 萬 | 0.30% | +464+14.6% | 加碼 |
| Fort Pitt Capital Group, LLC | 3,661 | $143.2 萬 | 0.04% | +85+2.4% | 加碼 |
| Quad-Cities Investment Group, LLC | 3,663 | $143.3 萬 | 0.72% | −297−7.5% | 減碼 |
| Sunbelt Securities, Inc. | 3,666 | $143.4 萬 | 0.14% | −213−5.5% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 3,672 | $143.6 萬 | 0.16% | −10−0.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,672 | $143.6 萬 | 0.00% | +3,672 | 新進 |
| Northwest & Ethical Investments L.P. | 3,678 | $143.9 萬 | 0.04% | +1,458+65.7% | 加碼 |
| Missouri Trust & Investment Co | 3,689 | $144.3 萬 | 0.50% | −5−0.1% | 減碼 |
| Rehmann Capital Advisory Group | 3,691 | $144.4 萬 | 0.09% | +15+0.4% | 加碼 |
| Burford Brothers, Inc. | 3,695 | $144.5 萬 | 0.75% | +357+10.7% | 加碼 |
| Trustmark National Bank Trust Department | 3,698 | $144.6 萬 | 0.11% | −1,194−24.4% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,718 | $145.4 萬 | 0.12% | −186−4.8% | 減碼 |
| SNS Financial Group, LLC | 3,726 | $145.7 萬 | 0.15% | −296−7.4% | 減碼 |
| Evernest Financial Advisors, LLC | 3,729 | $145.9 萬 | 0.39% | −106−2.8% | 減碼 |
| Silverlake Wealth Management LLC | 3,739 | $146.3 萬 | 0.56% | −389−9.4% | 減碼 |
| Bullock Wealth Management Group | 3,744 | $146.9 萬 | 0.89% | +121+3.3% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 3,759 | $147.0 萬 | 1.08% | +46+1.2% | 加碼 |
| First Citizens Financial Corp | 3,759 | $147.0 萬 | 0.78% | −31−0.8% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 3,763 | $147.2 萬 | 0.34% | +12+0.3% | 加碼 |
| 180 Wealth Advisors, LLC | 3,773 | $147.6 萬 | 0.23% | −94−2.4% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 3,780 | $147.8 萬 | 0.93% | −125−3.2% | 減碼 |
| Journey Strategic Wealth LLC | 3,782 | $147.9 萬 | 0.05% | +733+24.0% | 加碼 |
| HCR Wealth Advisors | 3,793 | $148.4 萬 | 0.19% | +314+9.0% | 加碼 |
| Everett Harris & Co | 3,805 | $148.8 萬 | 0.02% | 00.0% | 不變 |
| Gateway Wealth Partners, LLC | 3,806 | $148.9 萬 | 0.41% | +138+3.8% | 加碼 |
| Portside Wealth Group, LLC | 3,811 | $149.1 萬 | 0.25% | −826−17.8% | 減碼 |
| LRI Investments, LLC | 3,851 | $149.2 萬 | 0.14% | +1,986+106.5% | 加碼 |
| Patten & Patten Inc | 3,824 | $149.6 萬 | 0.10% | −44−1.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,836 | $150.0 萬 | 0.09% | −131−3.3% | 減碼 |
| Berger Financial Group, Inc | 3,848 | $150.5 萬 | 0.11% | −59−1.5% | 減碼 |
| Cim Investment Mangement Inc | 3,848 | $150.5 萬 | 0.44% | −98−2.5% | 減碼 |
| First Trust Investment Solutions L.P. | 3,852 | $150.7 萬 | 0.17% | −1,297−25.2% | 減碼 |
| Loomis Sayles & Co L P | 3,854 | $150.7 萬 | 0.00% | +2,105+120.4% | 加碼 |
| Everhart Financial Group, Inc. | 3,856 | $150.8 萬 | 0.33% | +450+13.2% | 加碼 |
| Smartleaf Asset Management LLC | 3,859 | $151.0 萬 | 0.18% | +1,089+39.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,863 | $151.1 萬 | 0.53% | +533+16.0% | 加碼 |
| David Loasby | 3,892 | $152.2 萬 | 0.14% | −9−0.2% | 減碼 |
| Venturi Wealth Management, LLC | 3,897 | $152.4 萬 | 0.08% | +617+18.8% | 加碼 |
| High Net Worth Advisory Group LLC | 3,902 | $152.6 萬 | 0.43% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 3,903 | $152.7 萬 | 0.11% | +126+3.3% | 加碼 |
| Souders Financial Advisors | 3,905 | $152.7 萬 | 0.21% | +248+6.8% | 加碼 |
| Bank & Trust Co | 3,905 | $152.7 萬 | 1.24% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 3,911 | $153.0 萬 | 0.12% | −302−7.2% | 減碼 |
| Mainstay Capital Management LLC | 3,927 | $153.6 萬 | 0.26% | +650+19.8% | 加碼 |
| Granite Investment Partners, LLC | 3,929 | $153.7 萬 | 0.07% | +53+1.4% | 加碼 |
| Counterweight Ventures, LLC | 3,932 | $153.8 萬 | 1.09% | −1,065−21.3% | 減碼 |
| City State Bank | 3,936 | $153.9 萬 | 0.56% | −13−0.3% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,937 | $154.0 萬 | 0.66% | +326+9.0% | 加碼 |
| Elevate Wealth Advisory, Inc | 3,949 | $154.5 萬 | 1.15% | −10.0% | 減碼 |
| Pitcairn Co | 3,961 | $154.9 萬 | 0.09% | +96+2.5% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,964 | $155.0 萬 | 0.23% | +14+0.4% | 加碼 |
| Xcel Wealth Management, LLC | 3,969 | $155.2 萬 | 0.45% | −529−11.8% | 減碼 |
| Hilltop Holdings Inc. | 3,982 | $155.7 萬 | 0.10% | +1,113+38.8% | 加碼 |
| Security National Bank | 3,983 | $155.8 萬 | 0.21% | 00.0% | 不變 |
| Cynosure Management, LLC | 3,990 | $156.1 萬 | 0.23% | −6,109−60.5% | 減碼 |
| K.J. Harrison & Partners Inc | 4,000 | $156.2 萬 | 0.24% | −21−0.5% | 減碼 |
| XML Financial, LLC | 3,994 | $156.2 萬 | 0.14% | −741−15.6% | 減碼 |
| Agf Management Ltd | 3,995 | $156.3 萬 | 0.01% | +3,995 | 新進 |
| Delta Investment Management, LLC | 3,998 | $156.4 萬 | 0.32% | −150−3.6% | 減碼 |
| Viking Fund Management LLC | 4,000 | $156.4 萬 | 0.25% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 4,012 | $156.9 萬 | 0.05% | +843+26.6% | 加碼 |
| ZWJ Investment Counsel Inc | 4,027 | $157.5 萬 | 0.06% | −10.0% | 減碼 |
| Aigen Investment Management, LP | 4,037 | $157.9 萬 | 0.31% | +4,037 | 新進 |
| Confluence Wealth Services, Inc. | 4,039 | $158.0 萬 | 0.12% | +206+5.4% | 加碼 |
| Spreng Capital Management, Inc. | 4,041 | $158.1 萬 | 0.74% | −1,640−28.9% | 減碼 |
| Birch Hill Investment Advisors LLC | 4,044 | $158.2 萬 | 0.07% | 00.0% | 不變 |