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 |
|---|---|---|---|---|---|
| Tower Bridge Advisors | 4,055 | $158.6 萬 | 0.16% | −350−7.9% | 減碼 |
| Retirement Guys Formula LLC | 4,058 | $158.7 萬 | 0.74% | +128+3.3% | 加碼 |
| Evergreen Capital Management LLC | 4,077 | $159.5 萬 | 0.05% | +154+3.9% | 加碼 |
| Fort Sheridan Advisors LLC | 4,086 | $159.8 萬 | 0.24% | −100−2.4% | 減碼 |
| Hardy Reed LLC | 4,093 | $160.1 萬 | 0.14% | +112+2.8% | 加碼 |
| Journey Advisory Group, LLC | 4,806 | $160.1 萬 | 0.19% | +100+2.1% | 加碼 |
| Savvy Advisors, Inc. | 4,104 | $160.5 萬 | 0.33% | +2,101+104.9% | 加碼 |
| Smithfield Trust Co | 4,112 | $160.9 萬 | 0.08% | −35−0.8% | 減碼 |
| World Equity Group, Inc. | 4,115 | $160.9 萬 | 0.58% | −122−2.9% | 減碼 |
| BBR Partners, LLC | 4,132 | $161.6 萬 | 0.12% | −57−1.4% | 減碼 |
| 9258 Wealth Management, LLC | 4,145 | $162.1 萬 | 0.24% | +149+3.7% | 加碼 |
| Southeast Asset Advisors Inc. | 4,152 | $162.4 萬 | 0.18% | +5+0.1% | 加碼 |
| Acorn Wealth Advisors, LLC | 4,156 | $162.5 萬 | 0.70% | −119−2.8% | 減碼 |
| First Manhattan Co | 4,164 | $162.9 萬 | 0.00% | +5+0.1% | 加碼 |
| Byrne Asset Management LLC | 4,169 | $163.1 萬 | 1.11% | −50−1.2% | 減碼 |
| Probity Advisors, Inc. | 4,170 | $163.1 萬 | 0.31% | −310−6.9% | 減碼 |
| Aureus Asset Management, LLC | 4,178 | $163.4 萬 | 0.11% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 4,189 | $163.8 萬 | 0.38% | −160−3.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,202 | $164.3 萬 | 0.09% | +3,326+379.7% | 加碼 |
| Lantz Financial LLC | 4,214 | $164.8 萬 | 0.45% | +33+0.8% | 加碼 |
| Solstein Capital, LLC | 4,214 | $164.8 萬 | 0.87% | 00.0% | 不變 |
| First County Bank | 4,215 | $164.9 萬 | 0.81% | −57−1.3% | 減碼 |
| Edgestream Partners, L.P. | 4,216 | $164.9 萬 | 0.07% | −2,204−34.3% | 減碼 |
| Werlinich Asset Management, LLC | 4,217 | $164.9 萬 | 0.96% | 00.0% | 不變 |
| Allen Capital Group, LLC | 4,221 | $165.1 萬 | 0.21% | +59+1.4% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 4,231 | $165.5 萬 | 0.35% | +296+7.5% | 加碼 |
| Cardiff Park Advisors, LLC | 4,236 | $165.7 萬 | 0.15% | +15+0.4% | 加碼 |
| Wealthspan Partners, LLC | 4,237 | $165.7 萬 | 0.82% | +10.0% | 加碼 |
| Oak Harvest Investment Services | 4,240 | $165.8 萬 | 0.24% | +191+4.7% | 加碼 |
| BNP Paribas | 4,256 | $166.0 萬 | 0.07% | +16+0.4% | 加碼 |
| Westover Capital Advisors, LLC | 4,246 | $166.1 萬 | 0.32% | +775+22.3% | 加碼 |
| Beech Hill Advisors, Inc. | 4,250 | $166.2 萬 | 0.63% | 00.0% | 不變 |
| CRA Financial Services, LLC | 4,268 | $166.9 萬 | 0.31% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 4,275 | $167.2 萬 | 1.06% | −44−1.0% | 減碼 |
| Cobblestone Capital Advisors LLC | 4,286 | $167.6 萬 | 0.09% | +10+0.2% | 加碼 |
| Guerra Pan Advisors, LLC | 4,291 | $167.8 萬 | 1.34% | +24+0.6% | 加碼 |
| Washington Trust Co | 4,300 | $168.2 萬 | 0.06% | −151−3.4% | 減碼 |
| Sit Investment Associates Inc | 4,300 | $168.2 萬 | 0.04% | 00.0% | 不變 |
| Larson Financial Group LLC | 4,333 | $169.5 萬 | 0.10% | +888+25.8% | 加碼 |
| Amarillo National Bank | 4,334 | $169.5 萬 | 0.31% | +67+1.6% | 加碼 |
| Total Clarity Wealth Management, Inc. | 4,346 | $170.0 萬 | 0.55% | +119+2.8% | 加碼 |
| First Citizens Bank & Trust Co | 4,349 | $170.1 萬 | 0.04% | −11−0.3% | 減碼 |
| Kowal Investment Group, LLC | 4,351 | $170.2 萬 | 0.31% | +126+3.0% | 加碼 |
| IVC Wealth Advisors LLC | 4,366 | $170.7 萬 | 0.93% | +6+0.1% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $171.0 萬 | 0.05% | 00.0% | 不變 |
| Golden State Equity Partners | 4,368 | $171.1 萬 | 0.27% | +859+24.5% | 加碼 |
| Shell Asset Management Co | 4,378 | $171.2 萬 | 0.08% | +4,378 | 新進 |
| Am Investment Strategies LLC | 4,384 | $171.5 萬 | 0.42% | +10.0% | 加碼 |
| CoreCap Advisors, LLC | 4,390 | $171.7 萬 | 0.08% | +4,390 | 新進 |
| Blueshift Asset Management, LLC | 4,392 | $171.8 萬 | 0.43% | −941−17.6% | 減碼 |
| Blue Chip Partners, Inc. | 4,393 | $171.8 萬 | 0.15% | −209−4.5% | 減碼 |
| Lindbrook Capital, LLC | 4,404 | $172.2 萬 | 0.15% | −910−17.1% | 減碼 |
| Optimum Investment Advisors | 4,408 | $172.4 萬 | 0.75% | −390−8.1% | 減碼 |
| Transamerica Financial Advisors, Inc. | 4,408 | $172.5 萬 | 0.17% | −383−8.0% | 減碼 |
| Widmann Financial Services, Inc. | 4,421 | $172.9 萬 | 1.31% | −30−0.7% | 減碼 |
| Strategic Investment Advisors | 4,421 | $172.9 萬 | 0.19% | −64−1.4% | 減碼 |
| Avidian Wealth Solutions, LLC | 4,421 | $172.9 萬 | 0.08% | −182−4.0% | 減碼 |
| RS Crum Inc. | 4,430 | $173.3 萬 | 0.41% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 4,450 | $174.0 萬 | 1.28% | 00.0% | 不變 |
| Old West Investment Management, LLC | 4,458 | $174.4 萬 | 0.67% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 4,470 | $174.8 萬 | 0.52% | −2,800−38.5% | 減碼 |
| Norway Savings Bank | 4,477 | $175.1 萬 | 0.95% | +110+2.5% | 加碼 |
| Clarius Group, LLC | 4,491 | $175.3 萬 | 0.12% | −104−2.3% | 減碼 |
| Miracle Mile Advisors, LLC | 4,491 | $175.7 萬 | 0.04% | +59+1.3% | 加碼 |
| Boston Family Office LLC | 4,502 | $176.1 萬 | 0.12% | −150−3.2% | 減碼 |
| Westhampton Capital, LLC | 4,510 | $176.4 萬 | 0.90% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 4,511 | $176.4 萬 | 0.11% | −270,500−98.4% | 減碼 |
| Signal Advisors Wealth, LLC | 4,511 | $176.4 萬 | 0.25% | +4,511 | 新進 |
| Wrapmanager Inc | 4,511 | $176.5 萬 | 0.46% | +529+13.3% | 加碼 |
| Cornerstone Wealth Group, LLC | 4,519 | $176.7 萬 | 0.15% | −49−1.1% | 減碼 |
| Univest Financial Corp | 4,535 | $177.4 萬 | 0.12% | +3,530+351.2% | 加碼 |
| Betterment LLC | 4,539 | $177.5 萬 | 0.00% | +4,539 | 新進 |
| Mirabaud & Cie SA | 4,553 | $178.1 萬 | 0.52% | −1,605−26.1% | 減碼 |
| MONECO Advisors, LLC | 4,559 | $178.3 萬 | 0.22% | −11−0.2% | 減碼 |
| Cypress Capital Group | 4,573 | $178.9 萬 | 0.20% | −58−1.3% | 減碼 |
| Crawford Investment Counsel Inc | 4,575 | $178.9 萬 | 0.03% | −184−3.9% | 減碼 |
| Kerusso Capital Management LLC | 4,585 | $179.3 萬 | 1.14% | +276+6.4% | 加碼 |
| IPG Investment Advisors LLC | 4,603 | $180.0 萬 | 0.39% | −2,101−31.3% | 減碼 |
| Balyasny Asset Management LLC | 4,610 | $180.3 萬 | 0.00% | +3,417+286.4% | 加碼 |
| Roman Butler Fullerton & Co | 4,649 | $180.4 萬 | 0.54% | +7+0.2% | 加碼 |
| Wealth Group, Ltd. | 4,621 | $180.8 萬 | 1.21% | −626−11.9% | 減碼 |
| Catalyst Financial Partners LLC | 4,623 | $180.8 萬 | 0.35% | +272+6.3% | 加碼 |
| Woodard & Co Asset Management Group Inc | 4,626 | $180.9 萬 | 0.41% | +142+3.2% | 加碼 |
| Redwood Investment Management, LLC | 4,635 | $181.3 萬 | 0.16% | −330−6.6% | 減碼 |
| Farmers Trust Co | 4,636 | $181.3 萬 | 0.34% | −20−0.4% | 減碼 |
| Flaharty Asset Management, LLC | 4,637 | $181.4 萬 | 0.26% | 00.0% | 不變 |
| Rockland Trust Co | 4,640 | $181.5 萬 | 0.09% | −1,041−18.3% | 減碼 |
| Chilton Capital Management LLC | 4,644 | $181.6 萬 | 0.08% | −600−11.4% | 減碼 |
| Donaldson Capital Management, LLC | 4,669 | $182.6 萬 | 0.07% | −80−1.7% | 減碼 |
| Hillsdale Investment Management Inc. | 4,677 | $182.9 萬 | 0.14% | +837+21.8% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,685 | $183.2 萬 | 0.81% | 00.0% | 不變 |
| Norden Group LLC | 4,698 | $183.8 萬 | 0.22% | +2,950+168.8% | 加碼 |
| Motiv8 Investments LLC | 4,699 | $183.8 萬 | 1.24% | 00.0% | 不變 |
| Emprise Bank | 4,713 | $184.3 萬 | 1.06% | −184−3.8% | 減碼 |
| Allen Wealth Management, LLC | 4,720 | $184.6 萬 | 1.28% | −360−7.1% | 減碼 |
| Hohimer Wealth Management, LLC | 4,763 | $186.3 萬 | 0.40% | +125+2.7% | 加碼 |
| Nwam LLC | 4,802 | $187.8 萬 | 0.11% | +421+9.6% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,821 | $188.6 萬 | 0.10% | +74+1.6% | 加碼 |
| Advisory Alpha, LLC | 4,827 | $188.9 萬 | 0.07% | +746+18.3% | 加碼 |
| Waldron Private Wealth LLC | 4,829 | $188.9 萬 | 0.08% | +58+1.2% | 加碼 |