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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 21,129 | $826.4 萬 | 0.15% | +12,294+139.2% | 加碼 |
| Tiaa Trust, National Association | 21,182 | $828.5 萬 | 0.02% | −206−1.0% | 減碼 |
| Howe & Rusling Inc | 21,200 | $829.2 萬 | 0.71% | −2,386−10.1% | 減碼 |
| CTC LLC | 21,373 | $835.9 萬 | 0.38% | +18,039+541.1% | 加碼 |
| Boit C F David | 21,400 | $843.3 萬 | 4.18% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 21,598 | $844.7 萬 | 1.78% | −75−0.3% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 21,612 | $845.3 萬 | 0.08% | −2,856−11.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 21,634 | $846.1 萬 | 0.13% | −3,193−12.9% | 減碼 |
| Northwest Investment Counselors, LLC | 21,694 | $848.5 萬 | 1.92% | −422−1.9% | 減碼 |
| Crestwood Advisors Group LLC | 21,728 | $849.8 萬 | 0.16% | +222+1.0% | 加碼 |
| Moors & Cabot, Inc. | 21,744 | $850.5 萬 | 0.42% | −584−2.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 21,826 | $853.7 萬 | 0.25% | +2,244+11.5% | 加碼 |
| Trexquant Investment LP | 22,135 | $865.7 萬 | 0.11% | −50,037−69.3% | 減碼 |
| City Holding Co | 22,205 | $868.4 萬 | 1.21% | +111+0.5% | 加碼 |
| Principle Wealth Partners LLC | 22,250 | $870.2 萬 | 0.62% | −787−3.4% | 減碼 |
| Atomi Financial Group, Inc. | 22,322 | $873.1 萬 | 0.55% | −999−4.3% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 22,348 | $874.1 萬 | 0.17% | −222−1.0% | 減碼 |
| Hartford Financial Management Inc. | 22,399 | $876.1 萬 | 1.79% | +121+0.5% | 加碼 |
| First Financial Bank - Trust Division | 22,405 | $876.3 萬 | 0.80% | −726−3.1% | 減碼 |
| Wesbanco Bank Inc | 22,431 | $877.3 萬 | 0.30% | −270−1.2% | 減碼 |
| Silver Oak Securities, Inc | 22,524 | $880.6 萬 | 0.93% | +2,051+10.0% | 加碼 |
| UniSuper Management Pty Ltd | 22,525 | $881.0 萬 | 0.07% | +229+1.0% | 加碼 |
| Narwhal Capital Management | 22,574 | $882.9 萬 | 0.79% | −2,892−11.4% | 減碼 |
| Hodges Capital Management Inc. | 22,622 | $884.8 萬 | 0.57% | +3,617+19.0% | 加碼 |
| Welch & Forbes LLC | 22,654 | $886.0 萬 | 0.11% | −849−3.6% | 減碼 |
| Perigon Wealth Management, LLC | 22,659 | $886.2 萬 | 0.24% | −52−0.2% | 減碼 |
| BKD Wealth Advisors, LLC | 22,672 | $886.8 萬 | 0.20% | +1,442+6.8% | 加碼 |
| McGuire Investment Group, LLC | 22,832 | $893.0 萬 | 1.26% | −90−0.4% | 減碼 |
| Apollon Wealth Management, LLC | 22,841 | $893.4 萬 | 0.25% | +180+0.8% | 加碼 |
| Aull & Monroe Investment Management Corp | 22,854 | $893.9 萬 | 4.15% | −617−2.6% | 減碼 |
| Citadel Advisors LLC | 22,909 | $896.0 萬 | 0.01% | −133,871−85.4% | 減碼 |
| Kavar Capital Partners Group, LLC | 22,939 | $897.2 萬 | 1.42% | +32+0.1% | 加碼 |
| Global Retirement Partners, LLC | 22,964 | $898.2 萬 | 0.27% | +498+2.2% | 加碼 |
| Capital Investment Counsel, LLC | 22,984 | $899.0 萬 | 1.56% | +263+1.2% | 加碼 |
| Baader Bank INC | 23,030 | $900.3 萬 | 0.76% | −1,623−6.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 23,040 | $901.1 萬 | 0.23% | +2,469+12.0% | 加碼 |
| Hixon Zuercher, LLC | 23,180 | $906.6 萬 | 3.55% | −481−2.0% | 減碼 |
| Spinnaker Trust | 23,210 | $907.8 萬 | 0.56% | 00.0% | 不變 |
| Fusion Capital, LLC | 23,225 | $908.4 萬 | 3.90% | −46−0.2% | 減碼 |
| TruWealth Advisors, LLC | 23,240 | $909.0 萬 | 0.56% | +992+4.5% | 加碼 |
| Metis Global Partners, LLC | 23,269 | $910.1 萬 | 0.28% | −506−2.1% | 減碼 |
| Kingswood Wealth Advisors, LLC | 23,339 | $912.8 萬 | 0.65% | +3,621+18.4% | 加碼 |
| Community Bank of Raymore | 23,353 | $913.4 萬 | 6.90% | +290+1.3% | 加碼 |
| Raymond James Trust N.A. | 23,678 | $926.1 萬 | 0.20% | +224+1.0% | 加碼 |
| Man Group plc | 23,733 | $928.2 萬 | 0.03% | −42,224−64.0% | 減碼 |
| Dynamic Advisor Solutions LLC | 23,760 | $929.3 萬 | 0.28% | +61+0.3% | 加碼 |
| New Mexico Educational Retirement Board | 23,902 | $934.9 萬 | 0.32% | −1,800−7.0% | 減碼 |
| Signet Financial Management, LLC | 23,919 | $935.5 萬 | 1.19% | −568−2.3% | 減碼 |
| Beach Investment Counsel Inc | 24,019 | $939.4 萬 | 1.16% | +7,271+43.4% | 加碼 |
| Strategic Global Advisors, LLC | 24,250 | $948.5 萬 | 1.87% | −238−1.0% | 減碼 |
| Jefferies Financial Group Inc. | 24,426 | $955.3 萬 | 0.16% | +886+3.8% | 加碼 |
| American National Bank | 24,660 | $964.5 萬 | 1.14% | −1,029−4.0% | 減碼 |
| Allworth Financial LP | 24,698 | $966.0 萬 | 0.06% | −262−1.0% | 減碼 |
| Madison Asset Management, LLC | 24,766 | $968.6 萬 | 0.11% | −2,411−8.9% | 減碼 |
| AE Wealth Management LLC | 24,788 | $969.5 萬 | 0.09% | +1,763+7.7% | 加碼 |
| Snowden Capital Advisors LLC | 24,803 | $970.1 萬 | 0.29% | −9,881−28.5% | 減碼 |
| Sigma Planning Corp | 24,845 | $971.8 萬 | 0.30% | −495−2.0% | 減碼 |
| Chartwell Investment Partners, LLC | 24,946 | $975.7 萬 | 0.33% | 00.0% | 不變 |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $982.4 萬 | 3.30% | 00.0% | 不變 |
| Central Bank & Trust Co | 25,212 | $986.1 萬 | 1.36% | −3,076−10.9% | 減碼 |
| Logan Capital Management Inc | 25,361 | $991.9 萬 | 0.41% | −70.0% | 減碼 |
| Tufton Capital Management | 25,600 | $1,001 萬 | 1.88% | −755−2.9% | 減碼 |
| Coldstream Capital Management Inc | 25,624 | $1,002 萬 | 0.22% | +584+2.3% | 加碼 |
| Community Bank & Trust, Waco, Texas | 25,912 | $1,014 萬 | 2.28% | +59+0.2% | 加碼 |
| Integris Wealth Management, LLC | 26,098 | $1,021 萬 | 2.85% | −177−0.7% | 減碼 |
| Addenda Capital Inc. | 26,232 | $1,026 萬 | 0.37% | +10.0% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 26,274 | $1,028 萬 | 1.01% | +440+1.7% | 加碼 |
| Financial Partners Group, LLC | 26,455 | $1,035 萬 | 3.88% | +126+0.5% | 加碼 |
| Sigma Investment Counselors Inc | 26,503 | $1,037 萬 | 0.61% | +10.0% | 加碼 |
| Independent Wealth Network Inc. | 26,619 | $1,041 萬 | 4.60% | −59−0.2% | 減碼 |
| CX Institutional | 26,788 | $1,048 萬 | 0.47% | +24,032+872.0% | 加碼 |
| Securian Asset Management, Inc | 26,819 | $1,049 萬 | 0.30% | −1,302−4.6% | 減碼 |
| Farmers & Merchants Investments Inc | 26,992 | $1,056 萬 | 0.33% | +141+0.5% | 加碼 |
| Brinker Capital Investments, LLC | 27,053 | $1,058 萬 | 0.11% | +856+3.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 27,053 | $1,058 萬 | 0.11% | +856+3.3% | 加碼 |
| Toroso Investments, LLC | 27,056 | $1,058 萬 | 0.12% | −3,496−11.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 27,098 | $1,067 萬 | 0.21% | +16,310+151.2% | 加碼 |
| Louisiana State Employees Retirement System | 27,300 | $1,068 萬 | 0.20% | −400−1.4% | 減碼 |
| Vident Advisory, LLC | 27,323 | $1,069 萬 | 0.27% | +1,602+6.2% | 加碼 |
| TownSquare Capital, LLC | 27,438 | $1,073 萬 | 0.13% | +1,338+5.1% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 27,445 | $1,073 萬 | 0.71% | +7,109+35.0% | 加碼 |
| RSM US Wealth Management LLC | 27,416 | $1,076 萬 | 0.16% | +2,175+8.6% | 加碼 |
| Banque Cantonale Vaudoise | 27,845 | $1,089 萬 | 0.45% | +4,986+21.8% | 加碼 |
| Drexel Morgan & Co. | 27,886 | $1,091 萬 | 2.03% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 28,027 | $1,096 萬 | 0.26% | −24,009−46.1% | 減碼 |
| Maryland State Retirement & Pension System | 28,201 | $1,103 萬 | 0.23% | −9,914−26.0% | 減碼 |
| Kanawha Capital Management LLC | 28,288 | $1,106 萬 | 0.80% | −1,412−4.8% | 減碼 |
| Venture Visionary Partners LLC | 28,337 | $1,108 萬 | 0.48% | +465+1.7% | 加碼 |
| Ieq Capital, LLC | 28,360 | $1,109 萬 | 0.14% | +4,718+20.0% | 加碼 |
| APG Asset Management N.V. | 31,963 | $1,120 萬 | 0.07% | −353,404−91.7% | 減碼 |
| Hantz Financial Services, Inc. | 28,986 | $1,134 萬 | 0.20% | −2,425−7.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 29,069 | $1,137 萬 | 0.16% | +2,128+7.9% | 加碼 |
| Philadelphia Trust Co | 29,241 | $1,144 萬 | 0.83% | −1,277−4.2% | 減碼 |
| Freestone Capital Holdings, LLC | 29,296 | $1,146 萬 | 0.40% | +1,049+3.7% | 加碼 |
| Adviser Investments LLC | 29,362 | $1,148 萬 | 0.14% | −874−2.9% | 減碼 |
| MainStreet Investment Advisors LLC | 29,382 | $1,149 萬 | 1.53% | −1,896−6.1% | 減碼 |
| Eagle Global Advisors LLC | 29,767 | $1,164 萬 | 0.58% | +678+2.3% | 加碼 |
| Illinois Municipal Retirement Fund | 29,985 | $1,173 萬 | 0.17% | 00.0% | 不變 |
| Quadrature Capital Ltd | 30,067 | $1,175 萬 | 0.27% | −70,081−70.0% | 減碼 |
| First American Trust, FSB | 30,115 | $1,178 萬 | 1.17% | −3,157−9.5% | 減碼 |