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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 15,665 | $612.7 萬 | 0.49% | −162−1.0% | 減碼 |
| Level Four Advisory Services, LLC | 16,303 | $613.3 萬 | 0.26% | −250−1.5% | 減碼 |
| Alps Advisors Inc | 15,714 | $614.6 萬 | 0.04% | −11,756−42.8% | 減碼 |
| Keeler Thomas Management LLC | 15,720 | $614.8 萬 | 1.94% | −239−1.5% | 減碼 |
| Flputnam Investment Management Co | 15,728 | $615.2 萬 | 0.11% | +505+3.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 15,770 | $616.8 萬 | 0.23% | +529+3.5% | 加碼 |
| XTX Topco Ltd | 15,842 | $619.6 萬 | 0.45% | +4,389+38.3% | 加碼 |
| Roundview Capital LLC | 15,912 | $622.4 萬 | 0.45% | −508−3.1% | 減碼 |
| Twin Capital Management Inc | 15,935 | $623.2 萬 | 0.70% | −214−1.3% | 減碼 |
| Two Sigma Investments, LP | 15,993 | $625.5 萬 | 0.01% | −121,590−88.4% | 減碼 |
| Sandhill Capital Partners LLC | 16,057 | $628.0 萬 | 0.45% | −10−0.1% | 減碼 |
| Holderness Investments Co | 16,057 | $628.0 萬 | 1.37% | +71+0.4% | 加碼 |
| Wells Trecaso Financial Group, LLC | 16,065 | $628.3 萬 | 2.07% | +183+1.2% | 加碼 |
| Pallas Capital Advisors LLC | 16,312 | $631.4 萬 | 0.27% | −1,145−6.6% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 16,156 | $631.9 萬 | 0.54% | −328−2.0% | 減碼 |
| Spire Wealth Management | 16,178 | $632.8 萬 | 0.21% | +4,484+38.3% | 加碼 |
| Ascent Wealth Partners, LLC | 16,324 | $638.5 萬 | 0.89% | −208−1.3% | 減碼 |
| Legacy CG, LLC | 16,344 | $639.2 萬 | 2.09% | +755+4.8% | 加碼 |
| Montag A & Associates Inc | 16,394 | $641.2 萬 | 0.30% | −466−2.8% | 減碼 |
| Ameritas Advisory Services, LLC | 16,462 | $643.8 萬 | 0.28% | −1,877−10.2% | 減碼 |
| Nomura Holdings Inc | 16,493 | $645.1 萬 | 0.05% | −8,172−33.1% | 減碼 |
| Wedbush Securities Inc | 16,528 | $646.4 萬 | 0.24% | −2,395−12.7% | 減碼 |
| Mairs & Power Inc | 16,578 | $648.4 萬 | 0.06% | −510−3.0% | 減碼 |
| Jackson Square Capital, LLC | 16,581 | $648.5 萬 | 1.61% | +4,182+33.7% | 加碼 |
| Castellan Group, LLC | 16,637 | $650.7 萬 | 2.74% | +1,525+10.1% | 加碼 |
| Foster & Motley Inc | 16,659 | $651.6 萬 | 0.41% | +145+0.9% | 加碼 |
| Massachusetts Institute of Technology | 16,714 | $653.7 萬 | 0.87% | +16,714 | 新進 |
| NewSquare Capital LLC | 16,716 | $653.8 萬 | 0.52% | +1,328+8.6% | 加碼 |
| Assetmark, Inc | 16,773 | $656.0 萬 | 0.02% | +841+5.3% | 加碼 |
| Mizuho Markets Americas LLC | 16,784 | $656.5 萬 | 0.16% | −320−1.9% | 減碼 |
| Community Bank, N.A. | 16,835 | $658.4 萬 | 0.83% | −50−0.3% | 減碼 |
| Griffin Asset Management, Inc. | 16,888 | $660.5 萬 | 0.74% | +41+0.2% | 加碼 |
| EagleClaw Capital Managment, LLC | 16,900 | $661.0 萬 | 1.11% | +760+4.7% | 加碼 |
| Summitry LLC | 16,988 | $664.4 萬 | 0.32% | −139−0.8% | 減碼 |
| Highland Capital Management, LLC | 17,029 | $666.0 萬 | 0.38% | −5,647−24.9% | 減碼 |
| Sterling Capital Management LLC | 17,051 | $666.9 萬 | 0.09% | +17,051 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 17,058 | $667.2 萬 | 0.02% | −1,412−7.6% | 減碼 |
| Advisors Asset Management, Inc. | 17,070 | $667.6 萬 | 0.12% | −2,985−14.9% | 減碼 |
| Country Club Bank | 17,086 | $668.2 萬 | 0.45% | −96−0.6% | 減碼 |
| MAI Capital Management | 17,124 | $669.7 萬 | 0.06% | −2,098−10.9% | 減碼 |
| Americana Partners, LLC | 17,139 | $670.4 萬 | 0.46% | +2,095+13.9% | 加碼 |
| Family Legacy, Inc. | 17,156 | $671.0 萬 | 2.23% | +157+0.9% | 加碼 |
| Asset Dedication, LLC | 17,223 | $673.6 萬 | 0.45% | −2,274−11.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 17,287 | $676.1 萬 | 0.08% | −373−2.1% | 減碼 |
| Groupama Asset Managment | 21,541 | $676.4 萬 | 0.18% | −1,472−6.4% | 減碼 |
| Greenleaf Trust | 17,305 | $676.8 萬 | 0.06% | +266+1.6% | 加碼 |
| Gateway Advisory, LLC | 17,363 | $679.1 萬 | 1.09% | −462−2.6% | 減碼 |
| Bridge Creek Capital Management LLC | 17,561 | $686.8 萬 | 2.07% | −37−0.2% | 減碼 |
| Trinity Legacy Partners, LLC | 17,439 | $687.0 萬 | 1.77% | −123−0.7% | 減碼 |
| Ellsworth Advisors, LLC | 17,623 | $689.3 萬 | 1.78% | +397+2.3% | 加碼 |
| Ipswich Investment Management Co., Inc. | 17,706 | $692.5 萬 | 1.60% | 00.0% | 不變 |
| Empirical Finance, LLC | 17,728 | $693.4 萬 | 0.40% | +267+1.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 17,735 | $693.6 萬 | 2.01% | +30.0% | 加碼 |
| Steel Peak Wealth Management LLC | 17,737 | $693.7 萬 | 0.31% | −1,770−9.1% | 減碼 |
| Financial & Tax Architects, LLC | 17,814 | $696.7 萬 | 1.79% | −260−1.4% | 減碼 |
| iA Global Asset Management Inc. | 17,880 | $699.3 萬 | 0.12% | −3,067−14.6% | 減碼 |
| Veriti Management LLC | 17,898 | $700.0 萬 | 0.38% | +1,071+6.4% | 加碼 |
| Advocate Group LLC | 17,920 | $700.9 萬 | 1.27% | +327+1.9% | 加碼 |
| Romano Brothers and Company | 17,946 | $701.9 萬 | 0.87% | −100−0.6% | 減碼 |
| Physicians Financial Services, Inc. | 17,984 | $703.4 萬 | 2.19% | −555−3.0% | 減碼 |
| Aries Wealth Management | 17,992 | $703.7 萬 | 1.93% | −100−0.6% | 減碼 |
| EP Wealth Advisors, LLC | 18,032 | $705.3 萬 | 0.06% | +6,400+55.0% | 加碼 |
| Columbia Asset Management | 18,130 | $709.1 萬 | 1.25% | −250−1.4% | 減碼 |
| Biechele Royce Advisors | 18,310 | $716.1 萬 | 2.36% | −918−4.8% | 減碼 |
| Principal Securities, Inc. | 18,310 | $716.2 萬 | 0.17% | +2,115+13.1% | 加碼 |
| Neville Rodie & Shaw Inc | 18,325 | $716.8 萬 | 0.53% | −60−0.3% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 18,359 | $718.1 萬 | 1.44% | −441−2.3% | 減碼 |
| Pinnacle Financial Partners Inc | 18,495 | $723.4 萬 | 0.15% | −265−1.4% | 減碼 |
| AustralianSuper Pty Ltd | 18,550 | $725.5 萬 | 0.04% | 00.0% | 不變 |
| Kiley Juergens Wealth Management, LLC | 18,603 | $727.6 萬 | 1.89% | −121−0.6% | 減碼 |
| Reuter James Wealth Management, LLC | 18,635 | $728.8 萬 | 1.34% | +18,635 | 新進 |
| Mutual Advisors, LLC | 18,901 | $731.6 萬 | 0.21% | −243−1.3% | 減碼 |
| Vestcor Inc | 18,708 | $731.7 萬 | 0.23% | −925−4.7% | 減碼 |
| King Luther Capital Management Corp | 18,720 | $732.2 萬 | 0.03% | +67+0.4% | 加碼 |
| Caldwell Trust Co | 18,778 | $734.4 萬 | 0.77% | −37−0.2% | 減碼 |
| Colonial Trust Advisors | 18,851 | $737.3 萬 | 0.64% | −139−0.7% | 減碼 |
| Spears Abacus Advisors LLC | 19,116 | $747.7 萬 | 0.15% | +465+2.5% | 加碼 |
| Resources Investment Advisors, LLC. | 19,215 | $751.5 萬 | 0.09% | +464+2.5% | 加碼 |
| Bleakley Financial Group, LLC | 19,224 | $751.9 萬 | 0.23% | +281+1.5% | 加碼 |
| Northeast Investment Management | 19,258 | $753.2 萬 | 0.34% | +165+0.9% | 加碼 |
| Anderson Hoagland & Co | 19,182 | $761.7 萬 | 0.78% | −448−2.3% | 減碼 |
| Parcion Private Wealth LLC | 19,688 | $770.0 萬 | 0.64% | +3,480+21.5% | 加碼 |
| Valeo Financial Advisors, LLC | 19,720 | $771.3 萬 | 0.22% | −1,074−5.2% | 減碼 |
| Koshinski Asset Management, Inc. | 19,791 | $774.0 萬 | 0.67% | −166−0.8% | 減碼 |
| Two Sigma Securities, LLC | 19,923 | $779.2 萬 | 0.61% | +19,923 | 新進 |
| Zimmer Partners, LP | 20,000 | $782.2 萬 | 0.15% | −20,000−50.0% | 減碼 |
| Silvercrest Asset Management Group LLC | 20,005 | $782.4 萬 | 0.05% | +188+0.9% | 加碼 |
| Creekmur Asset Management LLC | 20,110 | $786.5 萬 | 1.85% | +1,444+7.7% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 20,114 | $786.7 萬 | 1.58% | +291+1.5% | 加碼 |
| Vinva Investment Management Ltd | 20,142 | $787.7 萬 | 0.34% | +5,105+33.9% | 加碼 |
| Axxcess Wealth Management, LLC | 20,157 | $788.4 萬 | 0.20% | −320−1.6% | 減碼 |
| Churchill Management Corp | 20,187 | $789.6 萬 | 0.09% | −661−3.2% | 減碼 |
| Searle & Co. | 20,373 | $796.8 萬 | 1.99% | −50−0.2% | 減碼 |
| Public Sector Pension Investment Board | 20,548 | $803.7 萬 | 0.04% | +3,100+17.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,594 | $805.5 萬 | 0.12% | +2,950+16.7% | 加碼 |
| Park Avenue Securities LLC | 20,762 | $812.1 萬 | 0.09% | +995+5.0% | 加碼 |
| Sentry LLC | 20,771 | $812.4 萬 | 1.57% | −2,633−11.3% | 減碼 |
| Trifecta Capital Advisors, LLC | 21,018 | $822.1 萬 | 1.72% | +684+3.4% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 21,079 | $824.4 萬 | 0.34% | +752+3.7% | 加碼 |
| Knuff & Co LLC | 21,107 | $825.5 萬 | 2.52% | 00.0% | 不變 |