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 |
|---|---|---|---|---|---|
| United Capital Management of KS, Inc. | 30,410 | $1,189 萬 | 2.59% | +1,002+3.4% | 加碼 |
| Hartford Investment Management Co | 30,525 | $1,194 萬 | 0.39% | −809−2.6% | 減碼 |
| Norinchukin Bank, The | 30,802 | $1,205 萬 | 0.28% | +3,337+12.2% | 加碼 |
| Advisory Services Network, LLC | 36,197 | $1,206 萬 | 0.25% | 00.0% | 不變 |
| Paradiem, LLC | 31,273 | $1,223 萬 | 2.89% | +911+3.0% | 加碼 |
| Simmons Bank | 31,414 | $1,229 萬 | 0.89% | −1,340−4.1% | 減碼 |
| Mizuho Securities USA LLC | 31,443 | $1,230 萬 | 0.26% | −6,264−16.6% | 減碼 |
| F/M Investments LLC | 31,564 | $1,235 萬 | 0.42% | −1,344−4.1% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 31,675 | $1,239 萬 | 1.22% | −1,573−4.7% | 減碼 |
| Benjamin Edwards Inc | 31,796 | $1,244 萬 | 0.18% | +28,841+976.0% | 加碼 |
| LMCG Investments, LLC | 31,926 | $1,249 萬 | 0.75% | −950−2.9% | 減碼 |
| James Investment Research Inc | 31,994 | $1,251 萬 | 1.44% | −577−1.8% | 減碼 |
| Shelter Mutual Insurance Co | 30,780 | $1,256 萬 | 3.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 32,199 | $1,259 萬 | 0.06% | +528+1.7% | 加碼 |
| Omers Administration Corp | 32,477 | $1,270 萬 | 0.12% | +400+1.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 32,483 | $1,270 萬 | 0.23% | −8,815−21.3% | 減碼 |
| AIA Group Ltd | 32,669 | $1,278 萬 | 0.33% | −25−0.1% | 減碼 |
| German American Bancorp, Inc. | 32,949 | $1,289 萬 | 1.36% | +2,103+6.8% | 加碼 |
| Jamison Private Wealth Management, Inc. | 33,036 | $1,292 萬 | 1.97% | +918+2.9% | 加碼 |
| Greenwood Gearhart Inc | 33,075 | $1,294 萬 | 1.08% | +1,998+6.4% | 加碼 |
| La Banque Postale Asset Management SA | 33,420 | $1,307 萬 | 0.20% | −2,117−6.0% | 減碼 |
| Kentucky Retirement Systems | 33,781 | $1,321 萬 | 0.39% | −3,072−8.3% | 減碼 |
| Atria Investments LLC | 33,853 | $1,324 萬 | 0.16% | −9,193−21.4% | 減碼 |
| Braun Stacey Associates Inc | 33,874 | $1,325 萬 | 0.50% | +32,449+2,277.1% | 加碼 |
| Brookstone Capital Management | 33,925 | $1,327 萬 | 0.20% | +460+1.4% | 加碼 |
| Henshaw Capital LLC | 34,060 | $1,332 萬 | 0.56% | +34,060 | 新進 |
| CSM Advisors, LLC | 34,387 | $1,345 萬 | 0.88% | −1,735−4.8% | 減碼 |
| Shelton Capital Management | 34,388 | $1,345 萬 | 0.35% | +693+2.1% | 加碼 |
| NEOS Investment Management LLC | 34,438 | $1,347 萬 | 0.41% | +8,850+34.6% | 加碼 |
| Consolidated Planning Corp | 34,667 | $1,356 萬 | 2.02% | −949−2.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 34,730 | $1,358 萬 | 0.08% | +1,566+4.7% | 加碼 |
| HighPoint Advisor Group LLC | 35,828 | $1,360 萬 | 0.79% | −193−0.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 35,119 | $1,374 萬 | 0.35% | −472−1.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 35,121 | $1,374 萬 | 0.15% | −2,920−7.7% | 減碼 |
| Lyell Wealth Management, LP | 35,350 | $1,383 萬 | 1.26% | −170.0% | 減碼 |
| National Asset Management, Inc. | 35,793 | $1,400 萬 | 0.39% | −5,875−14.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 35,804 | $1,400 萬 | 0.53% | −823−2.2% | 減碼 |
| Welch Group, LLC | 36,111 | $1,412 萬 | 0.61% | +451+1.3% | 加碼 |
| Vantage Investment Partners, LLC | 36,289 | $1,419 萬 | 1.19% | +10.0% | 加碼 |
| Cornerstone Advisors, LLC | 36,500 | $1,428 萬 | 0.56% | +4,200+13.0% | 加碼 |
| HB Wealth Management, LLC | 36,510 | $1,428 萬 | 0.15% | −1,163−3.1% | 減碼 |
| Summit Financial, LLC | 36,884 | $1,443 萬 | 0.57% | +2,428+7.0% | 加碼 |
| Stockman Wealth Management, Inc. | 36,980 | $1,446 萬 | 2.25% | +965+2.7% | 加碼 |
| Bogart Wealth, LLC | 37,175 | $1,454 萬 | 0.69% | −2,678−6.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 37,189 | $1,455 萬 | 0.13% | −3,759−9.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 37,315 | $1,458 萬 | 0.15% | +4,677+14.3% | 加碼 |
| Pittenger & Anderson Inc | 37,370 | $1,462 萬 | 0.55% | +200+0.5% | 加碼 |
| Capital Investment Advisors, LLC | 37,634 | $1,472 萬 | 0.30% | −173−0.5% | 減碼 |
| Meridian Wealth Management, LLC | 37,697 | $1,474 萬 | 0.72% | +37,697 | 新進 |
| LS Investment Advisors, LLC | 38,350 | $1,500 萬 | 2.22% | −219−0.6% | 減碼 |
| Dakota Wealth Management | 38,353 | $1,500 萬 | 0.34% | −332−0.9% | 減碼 |
| Dana Investment Advisors, Inc. | 38,439 | $1,503 萬 | 0.50% | −1,953−4.8% | 減碼 |
| Prio Wealth Limited Partnership | 38,521 | $1,507 萬 | 0.44% | −150−0.4% | 減碼 |
| Synovus Financial Corp | 38,551 | $1,508 萬 | 0.17% | +745+2.0% | 加碼 |
| Jones Financial Companies LLLP | 38,749 | $1,515 萬 | 0.02% | +21,656+126.7% | 加碼 |
| Bokf, NA | 38,829 | $1,519 萬 | 0.27% | −2,120−5.2% | 減碼 |
| Lee Danner & Bass Inc | 38,906 | $1,522 萬 | 1.07% | −711−1.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 39,064 | $1,528 萬 | 0.39% | −1,718−4.2% | 減碼 |
| Hamilton Capital Partners Inc. | 39,243 | $1,535 萬 | 1.33% | +5,052+14.8% | 加碼 |
| SlateStone Wealth, LLC | 39,336 | $1,539 萬 | 1.39% | +12,328+45.6% | 加碼 |
| Dearborn Partners LLC | 39,485 | $1,544 萬 | 0.63% | 00.0% | 不變 |
| SpiderRock Advisors, LLC | 39,685 | $1,552 萬 | 0.33% | +7,388+22.9% | 加碼 |
| Summit Trail Advisors, LLC | 39,784 | $1,556 萬 | 0.39% | −9,407−19.1% | 減碼 |
| Clifford Swan Investment Counsel LLC | 39,814 | $1,557 萬 | 0.55% | −338−0.8% | 減碼 |
| Tudor Investment Corp Et Al | 40,027 | $1,566 萬 | 0.17% | +40,027 | 新進 |
| Jacobs & Co | 40,231 | $1,574 萬 | 1.57% | +215+0.5% | 加碼 |
| Teamwork Financial Advisors, LLC | 40,346 | $1,578 萬 | 2.19% | +2,087+5.5% | 加碼 |
| Cullinan Associates Inc | 40,516 | $1,581 萬 | 0.89% | −2,104−4.9% | 減碼 |
| Parsons Capital Management Inc | 40,478 | $1,583 萬 | 1.00% | +80.0% | 加碼 |
| Segment Wealth Management, LLC | 40,652 | $1,590 萬 | 1.09% | +685+1.7% | 加碼 |
| Rafferty Asset Management, LLC | 40,658 | $1,590 萬 | 0.05% | −2,388−5.5% | 減碼 |
| Stillwater Capital Advisors, LLC | 40,721 | $1,593 萬 | 2.06% | −60.0% | 減碼 |
| Noesis Capital Mangement Corp | 40,733 | $1,593 萬 | 3.16% | +2,503+6.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 41,194 | $1,611 萬 | 0.43% | +6,629+19.2% | 加碼 |
| Culbertson A N & Co Inc | 41,394 | $1,619 萬 | 2.61% | −58−0.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 41,510 | $1,624 萬 | 0.30% | −497−1.2% | 減碼 |
| Janney Capital Management LLC | 41,613 | $1,628 萬 | 1.10% | −164−0.4% | 減碼 |
| Quilter Plc | 41,692 | $1,631 萬 | 0.33% | −1,662−3.8% | 減碼 |
| Clear Harbor Asset Management, LLC | 41,813 | $1,635 萬 | 1.34% | −4,346−9.4% | 減碼 |
| Ethic Inc. | 44,711 | $1,638 萬 | 0.41% | −4,567−9.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 42,000 | $1,643 萬 | 0.18% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 42,143 | $1,648 萬 | 0.50% | +259+0.6% | 加碼 |
| Central Trust Co | 42,216 | $1,651 萬 | 0.39% | −451−1.1% | 減碼 |
| Dodge & Cox | 42,276 | $1,653 萬 | 0.01% | 00.0% | 不變 |
| Panagora Asset Management Inc | 42,302 | $1,655 萬 | 0.08% | +30,170+248.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 42,427 | $1,659 萬 | 0.03% | −320−0.7% | 減碼 |
| Allied Investment Advisors, LLC | 42,429 | $1,659 萬 | 3.29% | +30.0% | 加碼 |
| Davenport & Co LLC | 42,625 | $1,667 萬 | 0.10% | +646+1.5% | 加碼 |
| Investment Management Corp of Ontario | 42,845 | $1,676 萬 | 0.37% | −494−1.1% | 減碼 |
| Atwater Malick LLC | 42,941 | $1,680 萬 | 5.41% | +50+0.1% | 加碼 |
| M&G Plc | 42,988 | $1,681 萬 | 0.09% | +347+0.8% | 加碼 |
| CWM Advisors, LLC | 44,252 | $1,731 萬 | 1.77% | −4,624−9.5% | 減碼 |
| NBT Bank N A | 44,721 | $1,749 萬 | 1.18% | −933−2.0% | 減碼 |
| American Assets Investment Management, LLC | 45,000 | $1,760 萬 | 1.54% | 00.0% | 不變 |
| Lido Advisors, LLC | 45,089 | $1,764 萬 | 0.13% | +1,437+3.3% | 加碼 |
| Andra AP-fonden | 45,100 | $1,764 萬 | 0.26% | +9,100+25.3% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 45,387 | $1,775 萬 | 0.57% | −1,119−2.4% | 減碼 |
| Avantax Advisory Services, Inc. | 45,766 | $1,790 萬 | 0.12% | +2,415+5.6% | 加碼 |
| Pacer Advisors, Inc. | 45,930 | $1,796 萬 | 0.04% | +824+1.8% | 加碼 |
| Harvest Portfolios Group Inc. | 46,362 | $1,813 萬 | 0.60% | −6,691−12.6% | 減碼 |