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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 9,367 | $366.4 萬 | 1.71% | −751−7.4% | 減碼 |
| Global Trust Asset Management, LLC | 9,397 | $367.5 萬 | 1.36% | +68+0.7% | 加碼 |
| Cambridge Advisors Inc. | 9,424 | $368.6 萬 | 0.81% | −101−1.1% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 9,431 | $368.9 萬 | 0.28% | +598+6.8% | 加碼 |
| Nilsine Partners, LLC | 9,452 | $369.7 萬 | 0.48% | +21+0.2% | 加碼 |
| Avitas Wealth Management LLC | 9,464 | $370.2 萬 | 0.52% | +156+1.7% | 加碼 |
| Pinnacle Holdings, LLC | 9,468 | $370.3 萬 | 1.45% | −63−0.7% | 減碼 |
| Cannon Advisors, Inc. | 9,476 | $370.6 萬 | 3.03% | +9,476 | 新進 |
| Palisade Asset Management, LLC | 9,480 | $370.8 萬 | 0.36% | +33+0.3% | 加碼 |
| Hudock, Inc. | 9,521 | $372.4 萬 | 0.64% | −426−4.3% | 減碼 |
| RB Capital Management, LLC | 9,563 | $374.0 萬 | 0.88% | +149+1.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 9,572 | $374.4 萬 | 0.16% | +660+7.4% | 加碼 |
| WR Wealth Planners, LLC | 9,589 | $375.0 萬 | 1.04% | −23−0.2% | 減碼 |
| First National Bank & Trust Co of Newtown | 9,589 | $375.0 萬 | 0.72% | +63+0.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 9,602 | $375.6 萬 | 0.40% | −32−0.3% | 減碼 |
| Wellington Shields & Co., LLC | 9,608 | $375.8 萬 | 1.14% | 00.0% | 不變 |
| Mill Capital Management, LLC | 9,737 | $380.8 萬 | 0.30% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 9,751 | $381.4 萬 | 0.48% | −302−3.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 9,785 | $382.7 萬 | 0.05% | −241−2.4% | 減碼 |
| Consolidated Capital Management, LLC | 9,808 | $383.6 萬 | 1.67% | −1,045−9.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,812 | $383.8 萬 | 0.11% | −1,152−10.5% | 減碼 |
| LMG Wealth Partners, LLC | 9,824 | $384.2 萬 | 0.88% | +196+2.0% | 加碼 |
| Truvestments Capital LLC | 9,830 | $384.5 萬 | 1.03% | +9+0.1% | 加碼 |
| First Dallas Securities Inc. | 9,847 | $385.2 萬 | 1.61% | −199−2.0% | 減碼 |
| Cumberland Advisors Inc | 9,850 | $385.3 萬 | 1.53% | 00.0% | 不變 |
| Midland Wealth Advisors LLC | 9,865 | $385.8 萬 | 0.23% | −1,698−14.7% | 減碼 |
| Argent Trust Co | 9,866 | $385.9 萬 | 0.16% | −14−0.1% | 減碼 |
| PFG Advisors | 9,882 | $386.5 萬 | 0.24% | −741−7.0% | 減碼 |
| Brendel Financial Advisors LLC | 9,894 | $387.0 萬 | 2.19% | +450+4.8% | 加碼 |
| Schnieders Capital Management LLC | 9,905 | $387.4 萬 | 0.74% | +46+0.5% | 加碼 |
| Profund Advisors LLC | 9,955 | $389.4 萬 | 0.15% | −2,121−17.6% | 減碼 |
| Evercore Wealth Management, LLC | 9,973 | $390.1 萬 | 0.06% | −149−1.5% | 減碼 |
| We Are One Seven, LLC | 10,013 | $391.7 萬 | 0.17% | +1,018+11.3% | 加碼 |
| BNC Wealth Management, LLC | 10,024 | $392.1 萬 | 1.44% | +705+7.6% | 加碼 |
| Naples Global Advisors, LLC | 10,053 | $393.2 萬 | 0.37% | −134−1.3% | 減碼 |
| Change Path, LLC | 10,130 | $396.2 萬 | 0.13% | +1,263+14.2% | 加碼 |
| Monetary Management Group Inc | 10,227 | $400.0 萬 | 1.03% | +60+0.6% | 加碼 |
| Independent Financial Group, LLC | 10,250 | $400.9 萬 | 0.15% | +494+5.1% | 加碼 |
| Pure Financial Advisors, Inc. | 10,258 | $401.2 萬 | 0.10% | −417−3.9% | 減碼 |
| NorthRock Partners, LLC | 10,264 | $401.4 萬 | 0.13% | +416+4.2% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,269 | $401.6 萬 | 0.84% | −45−0.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 10,295 | $402.7 萬 | 0.10% | −4,145−28.7% | 減碼 |
| Mystic Asset Management, Inc. | 10,315 | $403.4 萬 | 1.52% | −140−1.3% | 減碼 |
| Gluskin Sheff & Assoc Inc | 10,325 | $403.8 萬 | 0.47% | 00.0% | 不變 |
| Kinloch Capital, LLC | 10,335 | $404.2 萬 | 1.96% | −362−3.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 10,412 | $407.2 萬 | 0.35% | +236+2.3% | 加碼 |
| Trust Co of Toledo NA | 10,491 | $410.3 萬 | 0.56% | +261+2.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 10,606 | $414.8 萬 | 0.18% | +78+0.7% | 加碼 |
| Vestor Capital, LLC | 10,687 | $418.0 萬 | 0.33% | +10,687 | 新進 |
| Graypoint LLC | 10,708 | $418.8 萬 | 0.27% | +118+1.1% | 加碼 |
| Tritonpoint Wealth, LLC | 10,711 | $418.9 萬 | 0.38% | +99+0.9% | 加碼 |
| MV Capital Management, Inc. | 10,713 | $419.0 萬 | 0.44% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 10,732 | $419.8 萬 | 1.15% | −50.0% | 減碼 |
| Asset Management Group, Inc. | 10,739 | $420.0 萬 | 0.74% | −318−2.9% | 減碼 |
| Ibex Wealth Advisors | 1,002 | $422.0 萬 | 1.36% | −8,493−89.4% | 減碼 |
| Whalerock Point Partners, LLC | 10,792 | $422.1 萬 | 1.00% | +50+0.5% | 加碼 |
| Hudson Capital Management LLC | 10,829 | $423.5 萬 | 1.35% | +479+4.6% | 加碼 |
| Legacy Financial Strategies, LLC | 10,835 | $423.8 萬 | 0.94% | +321+3.1% | 加碼 |
| Argent Financial Group, Inc. | 10,871 | $425.2 萬 | 0.50% | +10,871 | 新進 |
| CWA Asset Management Group, LLC | 10,915 | $426.9 萬 | 0.23% | +10,915 | 新進 |
| Occidental Asset Management, LLC | 10,920 | $427.1 萬 | 0.69% | +589+5.7% | 加碼 |
| BLB&B Advisors, LLC | 10,944 | $428.0 萬 | 0.22% | −229−2.0% | 減碼 |
| CPA Asset Management LLC | 11,009 | $430.6 萬 | 2.08% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 11,030 | $431.4 萬 | 0.62% | −50.0% | 減碼 |
| Focus Financial Network, Inc. | 11,063 | $432.7 萬 | 0.18% | −96−0.9% | 減碼 |
| Money Concepts Capital Corp | 11,086 | $433.6 萬 | 0.33% | +75+0.7% | 加碼 |
| Smith, Moore & Co. | 11,120 | $434.9 萬 | 0.42% | −161−1.4% | 減碼 |
| Regency Capital Management Inc. | 11,152 | $436.2 萬 | 2.40% | +156+1.4% | 加碼 |
| OneAscent Financial Services LLC | 11,171 | $436.9 萬 | 3.14% | +11,171 | 新進 |
| Wakefield Asset Management LLLP | 11,206 | $438.3 萬 | 1.43% | −28−0.2% | 減碼 |
| Creative Financial Designs Inc | 11,236 | $439.5 萬 | 0.37% | −46−0.4% | 減碼 |
| MWA Asset Management | 11,239 | $439.6 萬 | 2.92% | −20−0.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,244 | $439.8 萬 | 0.06% | +71+0.6% | 加碼 |
| Traynor Capital Management, Inc. | 11,271 | $440.8 萬 | 0.36% | +482+4.5% | 加碼 |
| Stevens Capital Management LP | 11,403 | $446.0 萬 | 0.63% | +11,403 | 新進 |
| Sound View Wealth Advisors Group, LLC | 11,408 | $446.2 萬 | 0.36% | +1,650+16.9% | 加碼 |
| Gladstone Institutional Advisory LLC | 11,445 | $447.6 萬 | 0.22% | +2,367+26.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 11,454 | $448.0 萬 | 0.19% | +215+1.9% | 加碼 |
| Verition Fund Management LLC | 11,463 | $448.3 萬 | 0.03% | −3,876−25.3% | 減碼 |
| MEMBERS Trust Co | 11,468 | $448.5 萬 | 0.15% | −800−6.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 11,483 | $449.1 萬 | 0.32% | +20+0.2% | 加碼 |
| Spirit of America Management Corp | 11,490 | $449.4 萬 | 0.90% | 00.0% | 不變 |
| Argyle Capital Management Inc. | 11,519 | $450.5 萬 | 1.79% | −423−3.5% | 減碼 |
| Whitener Capital Management, Inc. | 11,543 | $451.5 萬 | 1.28% | −543−4.5% | 減碼 |
| Providence Wealth Advisors, LLC | 11,705 | $454.5 萬 | 3.36% | +118+1.0% | 加碼 |
| Eagle Asset Management Inc | 11,556 | $454.6 萬 | 0.02% | −8,444−42.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 11,659 | $456.0 萬 | 0.31% | +31+0.3% | 加碼 |
| Kingsview Wealth Management, LLC | 11,736 | $459.0 萬 | 0.10% | +78+0.7% | 加碼 |
| Slow Capital, Inc. | 11,785 | $460.9 萬 | 0.71% | −123−1.0% | 減碼 |
| New Hampshire Trust | 11,803 | $461.6 萬 | 0.99% | −31−0.3% | 減碼 |
| Meeder Advisory Services, Inc. | 11,991 | $469.0 萬 | 0.30% | +10.0% | 加碼 |
| Signaturefd, LLC | 12,010 | $469.7 萬 | 0.09% | −196−1.6% | 減碼 |
| Modus Advisors, LLC | 12,057 | $471.6 萬 | 1.55% | +804+7.1% | 加碼 |
| Seizert Capital Partners, LLC | 12,084 | $472.6 萬 | 0.21% | +2,870+31.1% | 加碼 |
| Essex Financial Services, Inc. | 12,189 | $473.5 萬 | 0.34% | −3,546−22.5% | 減碼 |
| Mather Group, LLC. | 12,168 | $475.9 萬 | 0.06% | −12,824−51.3% | 減碼 |
| Sapient Capital LLC | 12,213 | $477.7 萬 | 0.10% | +23+0.2% | 加碼 |
| Old National Bancorp | 12,242 | $478.8 萬 | 0.11% | −2,390−16.3% | 減碼 |
| North Star Investment Management Corp. | 12,306 | $481.3 萬 | 0.33% | +8+0.1% | 加碼 |
| Wetherby Asset Management Inc | 12,311 | $481.5 萬 | 0.22% | −783−6.0% | 減碼 |