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 |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 5,943 | $232.5 萬 | 0.02% | +1,218+25.8% | 加碼 |
| Watershed Private Wealth LLC | 5,947 | $232.6 萬 | 0.93% | −99−1.6% | 減碼 |
| Keudell/Morrison Wealth Management | 5,972 | $233.6 萬 | 0.63% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 5,999 | $234.6 萬 | 0.25% | +39+0.7% | 加碼 |
| Crown Oak Advisors, LLC | 6,000 | $234.7 萬 | 1.30% | 00.0% | 不變 |
| Csenge Advisory Group | 5,841 | $234.8 萬 | 0.12% | −46−0.8% | 減碼 |
| Weaver Capital Management LLC | 6,012 | $235.1 萬 | 0.71% | −188−3.0% | 減碼 |
| Sargent Investment Group, LLC | 6,029 | $235.8 萬 | 0.42% | +700+13.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 6,040 | $236.2 萬 | 0.13% | −12−0.2% | 減碼 |
| Stoneridge Investment Partners LLC | 6,043 | $236.4 萬 | 0.88% | −48−0.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 6,092 | $238.3 萬 | 0.03% | −1,314−17.7% | 減碼 |
| Linden Thomas Advisory Services, LLC | 6,105 | $238.8 萬 | 0.33% | +823+15.6% | 加碼 |
| Biltmore Family Office, LLC | 6,115 | $239.2 萬 | 0.41% | +87+1.4% | 加碼 |
| Checchi Capital Advisers, LLC | 6,117 | $239.2 萬 | 0.18% | −71−1.1% | 減碼 |
| AdvisorNet Financial, Inc | 6,118 | $239.3 萬 | 0.18% | +3,755+158.9% | 加碼 |
| Mattern Wealth Management LLC | 6,129 | $239.7 萬 | 0.53% | −21−0.3% | 減碼 |
| Eads & Heald Wealth Management | 6,133 | $239.9 萬 | 1.14% | +42+0.7% | 加碼 |
| WealthPlan Investment Management, LLC | 6,141 | $240.2 萬 | 0.24% | +5,251+590.0% | 加碼 |
| Oak Asset Management, LLC | 6,145 | $240.3 萬 | 0.85% | −425−6.5% | 減碼 |
| Forum Financial Management, LP | 6,153 | $240.7 萬 | 0.04% | −57−0.9% | 減碼 |
| Bayesian Capital Management, LP | 6,159 | $240.9 萬 | 0.28% | +6,159 | 新進 |
| Weatherly Asset Management L. P. | 6,187 | $242.0 萬 | 0.21% | +546+9.7% | 加碼 |
| Syon Capital LLC | 6,202 | $242.6 萬 | 0.21% | +467+8.1% | 加碼 |
| Nemes Rush Group LLC | 6,622 | $242.7 萬 | 0.35% | −17−0.3% | 減碼 |
| Haverford Trust Co | 6,210 | $242.9 萬 | 0.02% | +289+4.9% | 加碼 |
| Ramirez Asset Management, Inc. | 6,238 | $244.0 萬 | 0.47% | 00.0% | 不變 |
| Essex Savings Bank | 6,244 | $244.2 萬 | 0.61% | +186+3.1% | 加碼 |
| Great Lakes Retirement, Inc. | 6,247 | $244.3 萬 | 0.31% | +690+12.4% | 加碼 |
| Insight Wealth Strategies, LLC | 6,249 | $244.4 萬 | 0.32% | +125+2.0% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 6,281 | $245.7 萬 | 1.69% | −31−0.5% | 減碼 |
| River Wealth Advisors LLC | 6,303 | $246.5 萬 | 0.33% | −98−1.5% | 減碼 |
| TKG Advisors, LLC | 6,304 | $246.6 萬 | 1.22% | +2,767+78.2% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,344 | $248.1 萬 | 0.04% | +60+1.0% | 加碼 |
| Glen Eagle Advisors, LLC | 6,346 | $248.2 萬 | 0.42% | +509+8.7% | 加碼 |
| Concord Asset Management, LLC | 6,359 | $248.7 萬 | 0.56% | +795+14.3% | 加碼 |
| Perkins Coie Trust Co | 6,361 | $248.8 萬 | 0.55% | +83+1.3% | 加碼 |
| Coastline Trust Co | 6,376 | $249.4 萬 | 0.29% | +271+4.4% | 加碼 |
| ClariVest Asset Management LLC | 7,518 | $250.4 萬 | 0.26% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 6,415 | $250.9 萬 | 1.60% | +5+0.1% | 加碼 |
| St Germain D J Co Inc | 6,435 | $251.7 萬 | 0.12% | +250+4.0% | 加碼 |
| Fairhaven Wealth Management, LLC | 6,449 | $252.2 萬 | 0.77% | +157+2.5% | 加碼 |
| Massachusetts Wealth Management | 6,457 | $252.5 萬 | 1.59% | +80+1.3% | 加碼 |
| Avantax Planning Partners, Inc. | 6,502 | $254.3 萬 | 0.09% | −379−5.5% | 減碼 |
| RFG Advisory, LLC | 6,507 | $254.5 萬 | 0.08% | −147−2.2% | 減碼 |
| NBC Securities, Inc. | 6,512 | $254.6 萬 | 0.21% | −282−4.2% | 減碼 |
| Pinnacle Wealth Management, LLC | 6,512 | $254.7 萬 | 3.05% | −799−10.9% | 減碼 |
| Vivid Wealth Management, LLC | 6,518 | $254.9 萬 | 1.33% | +86+1.3% | 加碼 |
| Affinity Investment Advisors, LLC | 6,527 | $255.3 萬 | 1.75% | −36−0.5% | 減碼 |
| Greenfield Savings Bank | 6,544 | $255.9 萬 | 1.21% | −99−1.5% | 減碼 |
| Harbour Investments, Inc. | 6,548 | $256.1 萬 | 0.08% | +182+2.9% | 加碼 |
| Trueblood Wealth Management, LLC | 6,551 | $256.2 萬 | 1.29% | −42−0.6% | 減碼 |
| Stonegate Investment Group, LLC | 6,572 | $257.0 萬 | 0.07% | +81+1.2% | 加碼 |
| Indiana Trust & Investment Management CO | 6,574 | $257.1 萬 | 0.88% | +1,094+20.0% | 加碼 |
| Valley National Advisers Inc | 6,585 | $257.4 萬 | 0.46% | +5,114+347.7% | 加碼 |
| AMG National Trust Bank | 6,593 | $257.9 萬 | 0.07% | −2,619−28.4% | 減碼 |
| Resources Management Corp | 6,594 | $257.9 萬 | 0.35% | 00.0% | 不變 |
| Slagle Financial, LLC | 6,598 | $258.1 萬 | 1.15% | +331+5.3% | 加碼 |
| Arete Wealth Advisors, LLC | 6,622 | $258.3 萬 | 0.22% | −129−1.9% | 減碼 |
| Schear Investment Advisers, LLC | 6,628 | $259.2 萬 | 1.60% | +647+10.8% | 加碼 |
| Ontario Teachers Pension Plan Board | 6,649 | $260.1 萬 | 0.02% | −9,877−59.8% | 減碼 |
| Arkadios Wealth Advisors | 6,671 | $260.9 萬 | 0.15% | +301+4.7% | 加碼 |
| Quadrant Capital Group LLC | 6,676 | $261.1 萬 | 0.18% | +98+1.5% | 加碼 |
| Trust Investment Advisors | 6,692 | $261.8 萬 | 1.67% | −557−7.7% | 減碼 |
| Ar Asset Management Inc | 6,700 | $262.1 萬 | 0.58% | 00.0% | 不變 |
| Stone Point Wealth LLC | 6,721 | $262.9 萬 | 0.85% | −95−1.4% | 減碼 |
| Hilton Capital Management, LLC | 6,783 | $265.3 萬 | 0.21% | 00.0% | 不變 |
| BCM Advisors, LLC | 7,056 | $265.7 萬 | 0.61% | +56+0.8% | 加碼 |
| Staley Capital Advisers Inc | 6,800 | $266.0 萬 | 0.12% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 6,831 | $267.2 萬 | 0.06% | +556+8.9% | 加碼 |
| Symphony Financial, Ltd. Co. | 6,787 | $267.2 萬 | 0.44% | +458+7.2% | 加碼 |
| Rollins Financial Advisors, LLC | 6,897 | $269.7 萬 | 0.45% | −138−2.0% | 減碼 |
| Howland Capital Management LLC | 6,901 | $269.9 萬 | 0.12% | −20−0.3% | 減碼 |
| Lake Street Financial LLC | 6,906 | $270.1 萬 | 0.43% | −4,171−37.7% | 減碼 |
| 44 Wealth Management LLC | 7,034 | $271.3 萬 | 0.95% | +7,034 | 新進 |
| Modera Wealth Management, LLC | 6,942 | $271.5 萬 | 0.03% | +122+1.8% | 加碼 |
| Quest Investment Management LLC | 6,968 | $272.5 萬 | 0.32% | 00.0% | 不變 |
| Wedmont Private Capital | 6,846 | $272.6 萬 | 0.16% | +672+10.9% | 加碼 |
| Triangle Securities Wealth Management | 6,977 | $272.9 萬 | 0.71% | −101−1.4% | 減碼 |
| Tyche Wealth Partners LLC | 6,983 | $273.1 萬 | 0.62% | −55−0.8% | 減碼 |
| Western Wealth Management, LLC | 7,014 | $274.3 萬 | 0.16% | +2,713+63.1% | 加碼 |
| Fort Point Capital Partners LLC | 7,037 | $275.2 萬 | 0.35% | +109+1.6% | 加碼 |
| Fox Hill Wealth Management | 7,073 | $276.7 萬 | 1.52% | −85−1.2% | 減碼 |
| D L Carlson Investment Group Inc | 7,082 | $277.0 萬 | 0.50% | +7,082 | 新進 |
| Argent Advisors, Inc. | 7,100 | $277.7 萬 | 1.03% | −155−2.1% | 減碼 |
| Cross Staff Investments Inc | 7,104 | $277.9 萬 | 2.14% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 7,110 | $278.1 萬 | 0.28% | −567−7.4% | 減碼 |
| Oarsman Capital, Inc. | 7,122 | $278.5 萬 | 0.52% | +293+4.3% | 加碼 |
| Stamos Capital Partners, L.P. | 7,130 | $278.9 萬 | 0.66% | −2,220−23.7% | 減碼 |
| Heritage Wealth Management, Inc. | 7,146 | $279.5 萬 | 0.92% | −90−1.2% | 減碼 |
| Legacy Bridge, LLC | 7,148 | $279.6 萬 | 1.51% | +12+0.2% | 加碼 |
| Franklin Street Advisors Inc | 7,150 | $279.7 萬 | 0.19% | −55−0.8% | 減碼 |
| Chapin Davis, Inc. | 7,170 | $280.4 萬 | 0.91% | −1,243−14.8% | 減碼 |
| Ignite Planners, LLC | 7,217 | $282.3 萬 | 0.65% | −785−9.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,238 | $283.1 萬 | 0.25% | +34+0.5% | 加碼 |
| Sumitomo Life Insurance Co | 7,266 | $284.2 萬 | 0.06% | +171+2.4% | 加碼 |
| Orleans Capital Management Corp | 7,278 | $284.7 萬 | 1.62% | −90−1.2% | 減碼 |
| FLC Capital Advisors | 7,297 | $285.4 萬 | 0.66% | −735−9.2% | 減碼 |
| Little House Capital LLC | 7,306 | $285.7 萬 | 0.82% | +123+1.7% | 加碼 |
| Garrett Investment Advisors LLC | 7,307 | $285.8 萬 | 0.29% | +344+4.9% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 7,308 | $285.8 萬 | 1.26% | +116+1.6% | 加碼 |