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 |
|---|---|---|---|---|---|
| Umpqua Bank | 7,314 | $286.1 萬 | 1.05% | −211−2.8% | 減碼 |
| Convergence Investment Partners, LLC | 7,381 | $288.7 萬 | 0.78% | −1,330−15.3% | 減碼 |
| Compton Wealth Advisory Group, LLC | 7,390 | $289.1 萬 | 0.73% | +58+0.8% | 加碼 |
| Cozad Asset Management Inc | 7,425 | $290.4 萬 | 0.28% | +304+4.3% | 加碼 |
| Diversified Trust Co | 7,486 | $292.8 萬 | 0.07% | +1,059+16.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,543 | $295.0 萬 | 0.16% | −73−1.0% | 減碼 |
| D. Scott Neal, Inc. | 7,549 | $295.3 萬 | 1.56% | 00.0% | 不變 |
| Exchange Bank | 7,578 | $296.4 萬 | 2.42% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 7,587 | $296.7 萬 | 0.16% | +547+7.8% | 加碼 |
| Capital Asset Advisory Services LLC | 7,656 | $297.0 萬 | 0.15% | −244−3.1% | 減碼 |
| Court Place Advisors, LLC | 7,619 | $298.0 萬 | 0.87% | −345−4.3% | 減碼 |
| JBR Co Financial Management Inc | 7,622 | $298.1 萬 | 1.95% | 00.0% | 不變 |
| United Community Bank | 7,631 | $298.5 萬 | 1.17% | +69+0.9% | 加碼 |
| Gables Capital Management Inc. | 7,640 | $298.8 萬 | 1.51% | +420+5.8% | 加碼 |
| Ritholtz Wealth Management | 7,643 | $298.9 萬 | 0.09% | +1,250+19.6% | 加碼 |
| Berkshire Bank | 7,662 | $299.7 萬 | 0.70% | −353−4.4% | 減碼 |
| Focused Wealth Management, Inc | 7,668 | $299.9 萬 | 0.41% | +44+0.6% | 加碼 |
| Ellis Investment Partners, LLC | 7,722 | $302.0 萬 | 0.59% | −125−1.6% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,760 | $303.5 萬 | 1.43% | −20.0% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,780 | $304.3 萬 | 1.64% | −237−3.0% | 減碼 |
| Gifford Fong Associates | 7,800 | $305.1 萬 | 0.76% | 00.0% | 不變 |
| Field & Main Bank | 7,828 | $306.2 萬 | 1.09% | +45+0.6% | 加碼 |
| Fruth Investment Management | 7,903 | $309.1 萬 | 0.80% | −20−0.3% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,919 | $309.7 萬 | 0.43% | 00.0% | 不變 |
| Old Port Advisors | 7,922 | $309.8 萬 | 0.86% | −171−2.1% | 減碼 |
| Valley Brook Capital Group | 7,935 | $310.4 萬 | 2.23% | +310+4.1% | 加碼 |
| Bowen Hanes & Co Inc | 7,944 | $310.7 萬 | 0.08% | −65−0.8% | 減碼 |
| GAMMA Investing LLC | 7,980 | $312.1 萬 | 0.31% | +1,983+33.1% | 加碼 |
| Cohen Klingenstein LLC | 8,000 | $312.9 萬 | 0.11% | 00.0% | 不變 |
| Oddo BHF Asset Management SAS | 8,009 | $313.2 萬 | 0.16% | +8,009 | 新進 |
| MB, Levis & Associates, LLC | 8,030 | $314.1 萬 | 1.55% | −20−0.2% | 減碼 |
| Private Trust Co NA | 8,031 | $314.1 萬 | 0.32% | +76+1.0% | 加碼 |
| G&S Capital LLC | 8,036 | $314.3 萬 | 1.32% | −78−1.0% | 減碼 |
| Farther Finance Advisors, LLC | 8,044 | $314.6 萬 | 0.12% | +1,581+24.5% | 加碼 |
| Oxbow Advisors, LLC | 8,069 | $315.6 萬 | 0.31% | +40.0% | 加碼 |
| Buckingham Strategic Partners | 8,079 | $316.0 萬 | 0.07% | +1,209+17.6% | 加碼 |
| Horizon Investments, LLC | 8,123 | $316.6 萬 | 0.08% | +3,139+63.0% | 加碼 |
| Lowe Brockenbrough & Co Inc | 8,094 | $316.6 萬 | 0.20% | −778−8.8% | 減碼 |
| Mission Wealth Management, LP | 8,112 | $317.3 萬 | 0.08% | +1,433+21.5% | 加碼 |
| IFP Advisors, Inc | 8,118 | $317.5 萬 | 0.11% | +638+8.5% | 加碼 |
| Choate Investment Advisors | 8,151 | $318.8 萬 | 0.08% | −168−2.0% | 減碼 |
| Loudon Investment Management, LLC | 8,163 | $319.3 萬 | 1.75% | −255−3.0% | 減碼 |
| Becker Capital Management Inc | 8,184 | $320.1 萬 | 0.10% | −200−2.4% | 減碼 |
| Secured Retirement Advisors, LLC | 8,193 | $320.4 萬 | 2.31% | +250+3.1% | 加碼 |
| Graphene Investments SAS | 8,200 | $320.7 萬 | 2.06% | −1,100−11.8% | 減碼 |
| Horizon Kinetics Asset Management LLC | 8,216 | $321.3 萬 | 0.05% | +1,743+26.9% | 加碼 |
| Adirondack Trust Co | 8,235 | $322.1 萬 | 1.24% | −603−6.8% | 減碼 |
| Tradewinds, LLC. | 8,236 | $322.1 萬 | 0.99% | +287+3.6% | 加碼 |
| Boltwood Capital Management | 8,237 | $322.2 萬 | 0.95% | −19−0.2% | 減碼 |
| Atlantic Union Bankshares Corp | 8,247 | $322.6 萬 | 0.19% | −286−3.4% | 減碼 |
| Lifeworks Advisors, LLC | 8,260 | $323.1 萬 | 0.64% | +262+3.3% | 加碼 |
| Inspire Advisors, LLC | 8,266 | $323.3 萬 | 0.39% | +1,694+25.8% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 8,300 | $324.6 萬 | 0.22% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 8,324 | $325.6 萬 | 0.30% | +7,472+877.0% | 加碼 |
| Rothschild Investment LLC | 8,326 | $325.7 萬 | 0.21% | −146−1.7% | 減碼 |
| Core Wealth Advisors, Inc. | 8,332 | $325.9 萬 | 1.05% | +5+0.1% | 加碼 |
| Park National Corp | 8,345 | $326.4 萬 | 0.11% | −177−2.1% | 減碼 |
| Ballentine Partners, LLC | 8,361 | $327.0 萬 | 0.06% | +1,165+16.2% | 加碼 |
| Radnor Capital Management, LLC | 8,362 | $327.1 萬 | 0.49% | +8,362 | 新進 |
| Seven Eight Capital, LP | 8,393 | $328.3 萬 | 0.29% | +6,823+434.6% | 加碼 |
| First Horizon Advisors, Inc. | 8,399 | $328.5 萬 | 0.09% | −165−1.9% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,411 | $329.0 萬 | 1.14% | +10.0% | 加碼 |
| Zhang Financial LLC | 8,422 | $329.4 萬 | 0.21% | +227+2.8% | 加碼 |
| Lake Street Advisors Group, LLC | 8,454 | $330.7 萬 | 0.15% | −7,682−47.6% | 減碼 |
| Verdence Capital Advisors LLC | 8,472 | $331.4 萬 | 0.26% | +877+11.5% | 加碼 |
| JT Stratford LLC | 8,474 | $331.4 萬 | 0.57% | +3,438+68.3% | 加碼 |
| Abn Amro Investment Solutions | 8,511 | $332.9 萬 | 0.06% | −110−1.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 8,535 | $333.8 萬 | 0.20% | −8,533−50.0% | 減碼 |
| Smith, Salley & Associates | 8,544 | $334.2 萬 | 0.22% | −132−1.5% | 減碼 |
| Martingale Asset Management L P | 8,563 | $334.9 萬 | 0.08% | +4,273+99.6% | 加碼 |
| Fidelis Capital Partners, LLC | 8,684 | $335.0 萬 | 0.40% | +456+5.5% | 加碼 |
| Westpac Banking Corp | 8,574 | $335.3 萬 | 0.22% | +371+4.5% | 加碼 |
| Qtron Investments LLC | 8,587 | $335.9 萬 | 0.46% | +452+5.6% | 加碼 |
| Daymark Wealth Partners, LLC | 128,360 | $339.0 萬 | 0.14% | +106+0.1% | 加碼 |
| Gould Capital, LLC | 8,677 | $339.4 萬 | 2.23% | −158−1.8% | 減碼 |
| Ti-Trust, Inc | 8,692 | $340.0 萬 | 2.43% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 8,703 | $340.4 萬 | 0.54% | −22−0.3% | 減碼 |
| Cullen Investment Group, Ltd. | 8,710 | $340.7 萬 | 0.51% | +25+0.3% | 加碼 |
| Acadian Asset Management LLC | 8,766 | $342.6 萬 | 0.01% | −717−7.6% | 減碼 |
| AlTi Global, Inc. | 8,845 | $346.0 萬 | 0.08% | +279+3.3% | 加碼 |
| Modern Wealth Management, LLC | 8,847 | $346.0 萬 | 0.21% | +1,124+14.6% | 加碼 |
| Douglass Winthrop Advisors, LLC | 8,908 | $348.4 萬 | 0.07% | +12+0.1% | 加碼 |
| V-Square Quantitative Management LLC | 8,940 | $349.7 萬 | 0.51% | +906+11.3% | 加碼 |
| L2 Asset Management, LLC | 8,960 | $350.4 萬 | 0.95% | −118−1.3% | 減碼 |
| South Dakota Investment Council | 8,964 | $350.6 萬 | 0.07% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 9,005 | $352.2 萬 | 0.32% | +100+1.1% | 加碼 |
| Vise Technologies, Inc. | 9,028 | $353.1 萬 | 0.45% | +2,028+29.0% | 加碼 |
| River Street Advisors LLC | 9,092 | $355.6 萬 | 1.93% | +5+0.1% | 加碼 |
| Hennessy Advisors Inc | 9,100 | $355.9 萬 | 0.11% | −200−2.2% | 減碼 |
| Aire Advisors, LLC | 9,112 | $356.4 萬 | 0.79% | +10.0% | 加碼 |
| HBK Sorce Advisory LLC | 9,228 | $360.9 萬 | 0.11% | +60+0.7% | 加碼 |
| Family Management Corp | 9,228 | $360.9 萬 | 0.60% | +526+6.0% | 加碼 |
| 1st Source Bank | 9,282 | $363.0 萬 | 0.20% | −665−6.7% | 減碼 |
| Concord Wealth Partners | 9,294 | $363.5 萬 | 0.61% | +520+5.9% | 加碼 |
| Parallel Advisors, LLC | 9,305 | $364.0 萬 | 0.09% | +1,313+16.4% | 加碼 |
| Davidson Capital Management Inc. | 9,313 | $364.3 萬 | 1.05% | +9,292+44,247.6% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 9,334 | $365.1 萬 | 0.22% | −9−0.1% | 減碼 |
| Finer Wealth Management, Inc. | 9,343 | $365.4 萬 | 2.26% | −446−4.6% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 9,343 | $365.4 萬 | 2.21% | −1,282−12.1% | 減碼 |
| Buckley Wealth Management, LLC | 9,347 | $365.6 萬 | 1.13% | −5−0.1% | 減碼 |