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
- 2,838
- 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 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $1,590 億 |
| 2025 年第 2 季 | 3,023 | $1,280 億 |
| 2025 年第 1 季 | 2,903 | $1,090 億 |
| 2024 年第 4 季 | 3,010 | $1,234 億 |
| 2024 年第 3 季 | 2,838 | $1,336 億 |
| 2024 年第 2 季 | 2,713 | $1,145 億 |
| 2024 年第 1 季 | 2,714 | $1,276 億 |
| 2023 年第 4 季 | 2,583 | $1,046 億 |
| 2023 年第 3 季 | 2,409 | $973.3 億 |
| 2023 年第 2 季 | 2,329 | $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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 8,079 | $316.0 萬 | 0.07% | +1,209+17.6% | 加碼 |
| Oxbow Advisors, LLC | 8,069 | $315.6 萬 | 0.31% | +40.0% | 加碼 |
| Farther Finance Advisors, LLC | 8,044 | $314.6 萬 | 0.12% | +1,581+24.5% | 加碼 |
| G&S Capital LLC | 8,036 | $314.3 萬 | 1.32% | −78−1.0% | 減碼 |
| Private Trust Co NA | 8,031 | $314.1 萬 | 0.32% | +76+1.0% | 加碼 |
| MB, Levis & Associates, LLC | 8,030 | $314.1 萬 | 1.55% | −20−0.2% | 減碼 |
| Oddo BHF Asset Management SAS | 8,009 | $313.2 萬 | 0.16% | +8,009 | 新進 |
| Cohen Klingenstein LLC | 8,000 | $312.9 萬 | 0.11% | 00.0% | 不變 |
| GAMMA Investing LLC | 7,980 | $312.1 萬 | 0.31% | +1,983+33.1% | 加碼 |
| Bowen Hanes & Co Inc | 7,944 | $310.7 萬 | 0.08% | −65−0.8% | 減碼 |
| Valley Brook Capital Group | 7,935 | $310.4 萬 | 2.23% | +310+4.1% | 加碼 |
| Old Port Advisors | 7,922 | $309.8 萬 | 0.86% | −171−2.1% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,919 | $309.7 萬 | 0.43% | 00.0% | 不變 |
| Fruth Investment Management | 7,903 | $309.1 萬 | 0.80% | −20−0.3% | 減碼 |
| Field & Main Bank | 7,828 | $306.2 萬 | 1.09% | +45+0.6% | 加碼 |
| Gifford Fong Associates | 7,800 | $305.1 萬 | 0.76% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,780 | $304.3 萬 | 1.64% | −237−3.0% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,760 | $303.5 萬 | 1.43% | −20.0% | 減碼 |
| Ellis Investment Partners, LLC | 7,722 | $302.0 萬 | 0.59% | −125−1.6% | 減碼 |
| Focused Wealth Management, Inc | 7,668 | $299.9 萬 | 0.41% | +44+0.6% | 加碼 |
| Berkshire Bank | 7,662 | $299.7 萬 | 0.70% | −353−4.4% | 減碼 |
| Ritholtz Wealth Management | 7,643 | $298.9 萬 | 0.09% | +1,250+19.6% | 加碼 |
| Gables Capital Management Inc. | 7,640 | $298.8 萬 | 1.51% | +420+5.8% | 加碼 |
| United Community Bank | 7,631 | $298.5 萬 | 1.17% | +69+0.9% | 加碼 |
| JBR Co Financial Management Inc | 7,622 | $298.1 萬 | 1.95% | 00.0% | 不變 |
| Court Place Advisors, LLC | 7,619 | $298.0 萬 | 0.87% | −345−4.3% | 減碼 |
| Capital Asset Advisory Services LLC | 7,656 | $297.0 萬 | 0.15% | −244−3.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,587 | $296.7 萬 | 0.16% | +547+7.8% | 加碼 |
| Exchange Bank | 7,578 | $296.4 萬 | 2.42% | 00.0% | 不變 |
| D. Scott Neal, Inc. | 7,549 | $295.3 萬 | 1.56% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 7,543 | $295.0 萬 | 0.16% | −73−1.0% | 減碼 |
| Diversified Trust Co | 7,486 | $292.8 萬 | 0.07% | +1,059+16.5% | 加碼 |
| Cozad Asset Management Inc | 7,425 | $290.4 萬 | 0.28% | +304+4.3% | 加碼 |
| Compton Wealth Advisory Group, LLC | 7,390 | $289.1 萬 | 0.73% | +58+0.8% | 加碼 |
| Convergence Investment Partners, LLC | 7,381 | $288.7 萬 | 0.78% | −1,330−15.3% | 減碼 |
| Umpqua Bank | 7,314 | $286.1 萬 | 1.05% | −211−2.8% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 7,308 | $285.8 萬 | 1.26% | +116+1.6% | 加碼 |
| Garrett Investment Advisors LLC | 7,307 | $285.8 萬 | 0.29% | +344+4.9% | 加碼 |
| Little House Capital LLC | 7,306 | $285.7 萬 | 0.82% | +123+1.7% | 加碼 |
| FLC Capital Advisors | 7,297 | $285.4 萬 | 0.66% | −735−9.2% | 減碼 |
| Orleans Capital Management Corp | 7,278 | $284.7 萬 | 1.62% | −90−1.2% | 減碼 |
| Sumitomo Life Insurance Co | 7,266 | $284.2 萬 | 0.06% | +171+2.4% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 7,238 | $283.1 萬 | 0.25% | +34+0.5% | 加碼 |
| Ignite Planners, LLC | 7,217 | $282.3 萬 | 0.65% | −785−9.8% | 減碼 |
| Chapin Davis, Inc. | 7,170 | $280.4 萬 | 0.91% | −1,243−14.8% | 減碼 |
| Franklin Street Advisors Inc | 7,150 | $279.7 萬 | 0.19% | −55−0.8% | 減碼 |
| Legacy Bridge, LLC | 7,148 | $279.6 萬 | 1.51% | +12+0.2% | 加碼 |
| Heritage Wealth Management, Inc. | 7,146 | $279.5 萬 | 0.92% | −90−1.2% | 減碼 |
| Stamos Capital Partners, L.P. | 7,130 | $278.9 萬 | 0.66% | −2,220−23.7% | 減碼 |
| Oarsman Capital, Inc. | 7,122 | $278.5 萬 | 0.52% | +293+4.3% | 加碼 |
| Insigneo Advisory Services, LLC | 7,110 | $278.1 萬 | 0.28% | −567−7.4% | 減碼 |
| Cross Staff Investments Inc | 7,104 | $277.9 萬 | 2.14% | 00.0% | 不變 |
| Argent Advisors, Inc. | 7,100 | $277.7 萬 | 1.03% | −155−2.1% | 減碼 |
| D L Carlson Investment Group Inc | 7,082 | $277.0 萬 | 0.50% | +7,082 | 新進 |
| Fox Hill Wealth Management | 7,073 | $276.7 萬 | 1.52% | −85−1.2% | 減碼 |
| Fort Point Capital Partners LLC | 7,037 | $275.2 萬 | 0.35% | +109+1.6% | 加碼 |
| Western Wealth Management, LLC | 7,014 | $274.3 萬 | 0.16% | +2,713+63.1% | 加碼 |
| Tyche Wealth Partners LLC | 6,983 | $273.1 萬 | 0.62% | −55−0.8% | 減碼 |
| Triangle Securities Wealth Management | 6,977 | $272.9 萬 | 0.71% | −101−1.4% | 減碼 |
| Wedmont Private Capital | 6,846 | $272.6 萬 | 0.16% | +672+10.9% | 加碼 |
| Quest Investment Management LLC | 6,968 | $272.5 萬 | 0.32% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 6,942 | $271.5 萬 | 0.03% | +122+1.8% | 加碼 |
| 44 Wealth Management LLC | 7,034 | $271.3 萬 | 0.95% | +7,034 | 新進 |
| Lake Street Financial LLC | 6,906 | $270.1 萬 | 0.43% | −4,171−37.7% | 減碼 |
| Howland Capital Management LLC | 6,901 | $269.9 萬 | 0.12% | −20−0.3% | 減碼 |
| Rollins Financial Advisors, LLC | 6,897 | $269.7 萬 | 0.45% | −138−2.0% | 減碼 |
| Symphony Financial, Ltd. Co. | 6,787 | $267.2 萬 | 0.44% | +458+7.2% | 加碼 |
| Foundations Investment Advisors, LLC | 6,831 | $267.2 萬 | 0.06% | +556+8.9% | 加碼 |
| Staley Capital Advisers Inc | 6,800 | $266.0 萬 | 0.12% | 00.0% | 不變 |
| BCM Advisors, LLC | 7,056 | $265.7 萬 | 0.61% | +56+0.8% | 加碼 |
| Hilton Capital Management, LLC | 6,783 | $265.3 萬 | 0.21% | 00.0% | 不變 |
| Stone Point Wealth LLC | 6,721 | $262.9 萬 | 0.85% | −95−1.4% | 減碼 |
| Ar Asset Management Inc | 6,700 | $262.1 萬 | 0.58% | 00.0% | 不變 |
| Trust Investment Advisors | 6,692 | $261.8 萬 | 1.67% | −557−7.7% | 減碼 |
| Quadrant Capital Group LLC | 6,676 | $261.1 萬 | 0.18% | +98+1.5% | 加碼 |
| Arkadios Wealth Advisors | 6,671 | $260.9 萬 | 0.15% | +301+4.7% | 加碼 |
| Ontario Teachers Pension Plan Board | 6,649 | $260.1 萬 | 0.02% | −9,877−59.8% | 減碼 |
| Schear Investment Advisers, LLC | 6,628 | $259.2 萬 | 1.60% | +647+10.8% | 加碼 |
| Arete Wealth Advisors, LLC | 6,622 | $258.3 萬 | 0.22% | −129−1.9% | 減碼 |
| Slagle Financial, LLC | 6,598 | $258.1 萬 | 1.15% | +331+5.3% | 加碼 |
| Resources Management Corp | 6,594 | $257.9 萬 | 0.35% | 00.0% | 不變 |
| AMG National Trust Bank | 6,593 | $257.9 萬 | 0.07% | −2,619−28.4% | 減碼 |
| Valley National Advisers Inc | 6,585 | $257.4 萬 | 0.46% | +5,114+347.7% | 加碼 |
| Indiana Trust & Investment Management CO | 6,574 | $257.1 萬 | 0.88% | +1,094+20.0% | 加碼 |
| Stonegate Investment Group, LLC | 6,572 | $257.0 萬 | 0.07% | +81+1.2% | 加碼 |
| Trueblood Wealth Management, LLC | 6,551 | $256.2 萬 | 1.29% | −42−0.6% | 減碼 |
| Harbour Investments, Inc. | 6,548 | $256.1 萬 | 0.08% | +182+2.9% | 加碼 |
| Greenfield Savings Bank | 6,544 | $255.9 萬 | 1.21% | −99−1.5% | 減碼 |
| Affinity Investment Advisors, LLC | 6,527 | $255.3 萬 | 1.75% | −36−0.5% | 減碼 |
| Vivid Wealth Management, LLC | 6,518 | $254.9 萬 | 1.33% | +86+1.3% | 加碼 |
| Pinnacle Wealth Management, LLC | 6,512 | $254.7 萬 | 3.05% | −799−10.9% | 減碼 |
| NBC Securities, Inc. | 6,512 | $254.6 萬 | 0.21% | −282−4.2% | 減碼 |
| RFG Advisory, LLC | 6,507 | $254.5 萬 | 0.08% | −147−2.2% | 減碼 |
| Avantax Planning Partners, Inc. | 6,502 | $254.3 萬 | 0.09% | −379−5.5% | 減碼 |
| Massachusetts Wealth Management | 6,457 | $252.5 萬 | 1.59% | +80+1.3% | 加碼 |
| Fairhaven Wealth Management, LLC | 6,449 | $252.2 萬 | 0.77% | +157+2.5% | 加碼 |
| St Germain D J Co Inc | 6,435 | $251.7 萬 | 0.12% | +250+4.0% | 加碼 |
| Cascade Investment Advisors, Inc. | 6,415 | $250.9 萬 | 1.60% | +5+0.1% | 加碼 |
| ClariVest Asset Management LLC | 7,518 | $250.4 萬 | 0.26% | 00.0% | 不變 |
| Coastline Trust Co | 6,376 | $249.4 萬 | 0.29% | +271+4.4% | 加碼 |