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 |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 4,832 | $189.0 萬 | 0.03% | −35−0.7% | 減碼 |
| High Falls Advisors, Inc | 4,852 | $189.8 萬 | 0.43% | −10−0.2% | 減碼 |
| Diamant Asset Management, Inc. | 4,858 | $190.0 萬 | 1.19% | 00.0% | 不變 |
| Brighton Jones LLC | 4,890 | $191.2 萬 | 0.07% | −1,645−25.2% | 減碼 |
| Pinnacle West Asset Management, Inc. | 4,900 | $191.6 萬 | 1.37% | +50+1.0% | 加碼 |
| Diligent Investors, LLC | 4,899 | $191.6 萬 | 0.44% | +126+2.6% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,907 | $191.9 萬 | 0.33% | +85+1.8% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 4,913 | $192.2 萬 | 0.76% | −106−2.1% | 減碼 |
| Schechter Investment Advisors, LLC | 4,921 | $192.5 萬 | 0.14% | +135+2.8% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 4,933 | $192.9 萬 | 0.51% | −4,933−50.0% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,946 | $193.5 萬 | 0.18% | +389+8.5% | 加碼 |
| Institute for Wealth Management, LLC. | 4,950 | $193.6 萬 | 0.24% | +59+1.2% | 加碼 |
| Harbor Group, Inc. | 4,956 | $193.8 萬 | 0.45% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 4,968 | $194.3 萬 | 0.11% | +667+15.5% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,976 | $194.6 萬 | 0.75% | −561−10.1% | 減碼 |
| Opes Wealth Management LLC | 4,981 | $194.8 萬 | 0.37% | +3+0.1% | 加碼 |
| Papp L Roy & Associates | 4,982 | $194.9 萬 | 0.24% | −250−4.8% | 減碼 |
| Strategic Advisors LLC | 4,994 | $195.3 萬 | 0.36% | −384−7.1% | 減碼 |
| Princeton Capital Management LLC | 5,004 | $195.7 萬 | 0.62% | +31+0.6% | 加碼 |
| Capital Investment Advisory Services, LLC | 5,008 | $195.9 萬 | 0.19% | +156+3.2% | 加碼 |
| Wolff Financial Management LLC | 5,014 | $196.1 萬 | 0.53% | +5,014 | 新進 |
| SOL Capital Management CO | 5,017 | $196.2 萬 | 0.22% | 00.0% | 不變 |
| Garde Capital, Inc. | 5,021 | $196.4 萬 | 0.13% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 5,025 | $196.6 萬 | 0.93% | +183+3.8% | 加碼 |
| Cigna Investments Inc | 5,032 | $196.9 萬 | 0.35% | −36−0.7% | 減碼 |
| Accurate Wealth Management, LLC | 5,114 | $198.5 萬 | 0.40% | +273+5.6% | 加碼 |
| GYL Financial Synergies, LLC | 5,078 | $198.6 萬 | 0.15% | +97+1.9% | 加碼 |
| Courier Capital LLC | 5,102 | $199.6 萬 | 0.14% | +55+1.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,103 | $199.6 萬 | 0.09% | +170+3.4% | 加碼 |
| NewEdge Wealth, LLC | 5,107 | $199.7 萬 | 0.04% | +3,923+331.3% | 加碼 |
| Exencial Wealth Advisors, LLC | 5,140 | $201.0 萬 | 0.07% | −84−1.6% | 減碼 |
| Garrison Point Advisors, LLC | 5,150 | $201.4 萬 | 1.25% | −30−0.6% | 減碼 |
| Cyndeo Wealth Partners, LLC | 5,159 | $201.8 萬 | 0.14% | +321+6.6% | 加碼 |
| Northern Financial Advisors Inc | 5,186 | $202.8 萬 | 1.54% | −12−0.2% | 減碼 |
| Ingalls & Snyder LLC | 5,195 | $203.2 萬 | 0.08% | +350+7.2% | 加碼 |
| Applied Finance Capital Management, LLC | 5,197 | $203.3 萬 | 0.09% | +420+8.8% | 加碼 |
| Lockheed Martin Investment Management Co | 5,200 | $203.4 萬 | 0.09% | +5,200 | 新進 |
| Moody National Bank Trust Division | 5,201 | $203.4 萬 | 0.22% | +412+8.6% | 加碼 |
| AXS Investments LLC | 5,208 | $203.7 萬 | 0.54% | −771−12.9% | 減碼 |
| Trust Point Inc. | 5,217 | $204.0 萬 | 0.15% | +81+1.6% | 加碼 |
| Benedict Financial Advisors Inc | 5,221 | $204.2 萬 | 0.48% | −601−10.3% | 減碼 |
| GPS Wealth Strategies Group, LLC | 5,235 | $204.8 萬 | 0.27% | −72−1.4% | 減碼 |
| Eldridge Investment Advisors, Inc. | 5,263 | $205.8 萬 | 0.48% | +400+8.2% | 加碼 |
| West Oak Capital, LLC | 5,267 | $206.0 萬 | 0.38% | +40+0.8% | 加碼 |
| PFG Investments, LLC | 5,268 | $206.0 萬 | 0.13% | +81+1.6% | 加碼 |
| Guardian Investment Management | 5,287 | $206.8 萬 | 1.79% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 5,249 | $206.8 萬 | 0.21% | +5,249 | 新進 |
| Legacy Capital Group California, Inc. | 5,293 | $207.0 萬 | 0.69% | −117−2.2% | 減碼 |
| RMB Capital Management, LLC | 5,297 | $207.2 萬 | 0.05% | −20.0% | 減碼 |
| Cladis Investment Advisory, LLC | 5,300 | $207.3 萬 | 1.44% | −14−0.3% | 減碼 |
| Charles Schwab Trust Co | 5,301 | $207.3 萬 | 0.18% | −595−10.1% | 減碼 |
| Patton Albertson Miller Group, LLC | 5,334 | $208.6 萬 | 0.28% | 00.0% | 不變 |
| Atlas Brown,Inc. | 5,335 | $208.7 萬 | 0.72% | −1,039−16.3% | 減碼 |
| SevenBridge Financial Group, LLC | 5,272 | $209.1 萬 | 0.40% | +308+6.2% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 5,397 | $211.1 萬 | 0.46% | +5,397 | 新進 |
| Greater Midwest Financial Group, LLC | 5,420 | $212.0 萬 | 1.24% | +122+2.3% | 加碼 |
| Y.D. More Investments Ltd | 5,429 | $212.2 萬 | 0.22% | −2,015−27.1% | 減碼 |
| Wealthspire Advisors, LLC | 5,451 | $213.2 萬 | 0.02% | +639+13.3% | 加碼 |
| True North Advisors, LLC | 5,455 | $213.3 萬 | 0.56% | 00.0% | 不變 |
| Alaethes Wealth LLC | 5,464 | $213.7 萬 | 0.79% | −53−1.0% | 減碼 |
| Cooper Financial Group | 5,490 | $214.7 萬 | 0.28% | +315+6.1% | 加碼 |
| WBH Advisory Inc | 5,493 | $214.8 萬 | 0.20% | −229−4.0% | 減碼 |
| Nations Financial Group Inc, | 5,494 | $214.9 萬 | 0.16% | −187−3.3% | 減碼 |
| Connecticut Wealth Management, LLC | 5,500 | $215.1 萬 | 0.10% | 00.0% | 不變 |
| DRW Securities, LLC | 5,501 | $215.2 萬 | 0.12% | −3,458−38.6% | 減碼 |
| Old Mission Investment Co LLC | 5,521 | $215.9 萬 | 0.66% | +268+5.1% | 加碼 |
| CFM Wealth Partners LLC | 5,540 | $216.7 萬 | 0.38% | +52+0.9% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,550 | $217.1 萬 | 0.15% | −24−0.4% | 減碼 |
| Advisors Management Group Inc | 5,592 | $218.7 萬 | 0.52% | −76−1.3% | 減碼 |
| Clearbridge Investments, LLC | 5,596 | $218.9 萬 | 0.00% | −366−6.1% | 減碼 |
| Cookson Peirce & Co Inc | 5,603 | $219.1 萬 | 0.10% | +370+7.1% | 加碼 |
| Beaton Management Co. Inc. | 5,653 | $221.1 萬 | 1.12% | 00.0% | 不變 |
| LGT Group Foundation | 5,650 | $222.6 萬 | 0.04% | +125+2.3% | 加碼 |
| RFP Financial Group LLC | 5,714 | $223.5 萬 | 0.73% | +2,834+98.4% | 加碼 |
| Intellectus Partners, LLC | 5,720 | $223.7 萬 | 0.57% | +166+3.0% | 加碼 |
| Aaron Wealth Advisors | 5,721 | $223.8 萬 | 0.27% | +779+15.8% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 6,721 | $223.9 萬 | 1.18% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 5,732 | $224.2 萬 | 0.28% | +452+8.6% | 加碼 |
| Cottage Street Advisors LLC | 5,742 | $224.6 萬 | 1.22% | −25−0.4% | 減碼 |
| Naviter Wealth, LLC | 5,750 | $224.9 萬 | 0.31% | −61−1.0% | 減碼 |
| Investment House LLC | 5,783 | $226.2 萬 | 0.12% | +160+2.8% | 加碼 |
| Shepherd Financial Partners LLC | 5,784 | $226.2 萬 | 0.27% | +162+2.9% | 加碼 |
| CNB Bank | 5,787 | $226.3 萬 | 1.05% | +466+8.8% | 加碼 |
| Graham Capital Management, L.P. | 5,800 | $226.8 萬 | 0.07% | +5,800 | 新進 |
| Proequities, Inc. | 5,804 | $227.0 萬 | 0.14% | +735+14.5% | 加碼 |
| Bahl & Gaynor Inc | 5,807 | $227.1 萬 | 0.01% | +386+7.1% | 加碼 |
| Parkside Financial Bank & Trust | 5,828 | $228.0 萬 | 0.32% | +214+3.8% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 5,832 | $228.1 萬 | 1.69% | +123+2.2% | 加碼 |
| Bragg Financial Advisors, Inc | 5,833 | $228.1 萬 | 0.09% | −112−1.9% | 減碼 |
| Westwood Holdings Group Inc. | 5,846 | $228.6 萬 | 0.01% | +3+0.1% | 加碼 |
| First National Bank Sioux Falls | 5,851 | $228.8 萬 | 1.04% | −119−2.0% | 減碼 |
| WD Rutherford LLC | 5,852 | $228.9 萬 | 1.12% | +1,661+39.6% | 加碼 |
| Bridges Investment Management Inc | 5,881 | $230.0 萬 | 0.03% | +176+3.1% | 加碼 |
| Meiji Yasuda Life Insurance Co | 5,893 | $230.5 萬 | 0.04% | −21,242−78.3% | 減碼 |
| HHM Wealth Advisors, LLC | 5,900 | $230.8 萬 | 0.33% | +335+6.0% | 加碼 |
| Ocean Capital Management, LLC | 5,911 | $231.2 萬 | 0.54% | +3,711+168.7% | 加碼 |
| Fairfield Financial Advisors, LTD | 5,912 | $231.2 萬 | 0.79% | +397+7.2% | 加碼 |
| Gen-Wealth Partners Inc | 6,101 | $231.4 萬 | 1.01% | +115+1.9% | 加碼 |
| Eagle Rock Investment Company, LLC | 5,925 | $231.7 萬 | 0.39% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 5,940 | $232.3 萬 | 0.05% | 00.0% | 不變 |