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 |
|---|---|---|---|---|---|
| Perkins Coie Trust Co | 6,361 | $248.8 萬 | 0.55% | +83+1.3% | 加碼 |
| Concord Asset Management, LLC | 6,359 | $248.7 萬 | 0.56% | +795+14.3% | 加碼 |
| Glen Eagle Advisors, LLC | 6,346 | $248.2 萬 | 0.42% | +509+8.7% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,344 | $248.1 萬 | 0.04% | +60+1.0% | 加碼 |
| TKG Advisors, LLC | 6,304 | $246.6 萬 | 1.22% | +2,767+78.2% | 加碼 |
| River Wealth Advisors LLC | 6,303 | $246.5 萬 | 0.33% | −98−1.5% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 6,281 | $245.7 萬 | 1.69% | −31−0.5% | 減碼 |
| Insight Wealth Strategies, LLC | 6,249 | $244.4 萬 | 0.32% | +125+2.0% | 加碼 |
| Great Lakes Retirement, Inc. | 6,247 | $244.3 萬 | 0.31% | +690+12.4% | 加碼 |
| Essex Savings Bank | 6,244 | $244.2 萬 | 0.61% | +186+3.1% | 加碼 |
| Ramirez Asset Management, Inc. | 6,238 | $244.0 萬 | 0.47% | 00.0% | 不變 |
| Haverford Trust Co | 6,210 | $242.9 萬 | 0.02% | +289+4.9% | 加碼 |
| Nemes Rush Group LLC | 6,622 | $242.7 萬 | 0.35% | −17−0.3% | 減碼 |
| Syon Capital LLC | 6,202 | $242.6 萬 | 0.21% | +467+8.1% | 加碼 |
| Weatherly Asset Management L. P. | 6,187 | $242.0 萬 | 0.21% | +546+9.7% | 加碼 |
| Bayesian Capital Management, LP | 6,159 | $240.9 萬 | 0.28% | +6,159 | 新進 |
| Forum Financial Management, LP | 6,153 | $240.7 萬 | 0.04% | −57−0.9% | 減碼 |
| Oak Asset Management, LLC | 6,145 | $240.3 萬 | 0.85% | −425−6.5% | 減碼 |
| WealthPlan Investment Management, LLC | 6,141 | $240.2 萬 | 0.24% | +5,251+590.0% | 加碼 |
| Eads & Heald Wealth Management | 6,133 | $239.9 萬 | 1.14% | +42+0.7% | 加碼 |
| Mattern Wealth Management LLC | 6,129 | $239.7 萬 | 0.53% | −21−0.3% | 減碼 |
| AdvisorNet Financial, Inc | 6,118 | $239.3 萬 | 0.18% | +3,755+158.9% | 加碼 |
| Checchi Capital Advisers, LLC | 6,117 | $239.2 萬 | 0.18% | −71−1.1% | 減碼 |
| Biltmore Family Office, LLC | 6,115 | $239.2 萬 | 0.41% | +87+1.4% | 加碼 |
| Linden Thomas Advisory Services, LLC | 6,105 | $238.8 萬 | 0.33% | +823+15.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 6,092 | $238.3 萬 | 0.03% | −1,314−17.7% | 減碼 |
| Stoneridge Investment Partners LLC | 6,043 | $236.4 萬 | 0.88% | −48−0.8% | 減碼 |
| Osborne Partners Capital Management, LLC | 6,040 | $236.2 萬 | 0.13% | −12−0.2% | 減碼 |
| Sargent Investment Group, LLC | 6,029 | $235.8 萬 | 0.42% | +700+13.1% | 加碼 |
| Weaver Capital Management LLC | 6,012 | $235.1 萬 | 0.71% | −188−3.0% | 減碼 |
| Csenge Advisory Group | 5,841 | $234.8 萬 | 0.12% | −46−0.8% | 減碼 |
| Crown Oak Advisors, LLC | 6,000 | $234.7 萬 | 1.30% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 5,999 | $234.6 萬 | 0.25% | +39+0.7% | 加碼 |
| Keudell/Morrison Wealth Management | 5,972 | $233.6 萬 | 0.63% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 5,947 | $232.6 萬 | 0.93% | −99−1.6% | 減碼 |
| Clark Capital Management Group, Inc. | 5,943 | $232.5 萬 | 0.02% | +1,218+25.8% | 加碼 |
| Bridgeway Capital Management, LLC | 5,940 | $232.3 萬 | 0.05% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 5,925 | $231.7 萬 | 0.39% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 6,101 | $231.4 萬 | 1.01% | +115+1.9% | 加碼 |
| Fairfield Financial Advisors, LTD | 5,912 | $231.2 萬 | 0.79% | +397+7.2% | 加碼 |
| Ocean Capital Management, LLC | 5,911 | $231.2 萬 | 0.54% | +3,711+168.7% | 加碼 |
| HHM Wealth Advisors, LLC | 5,900 | $230.8 萬 | 0.33% | +335+6.0% | 加碼 |
| Meiji Yasuda Life Insurance Co | 5,893 | $230.5 萬 | 0.04% | −21,242−78.3% | 減碼 |
| Bridges Investment Management Inc | 5,881 | $230.0 萬 | 0.03% | +176+3.1% | 加碼 |
| WD Rutherford LLC | 5,852 | $228.9 萬 | 1.12% | +1,661+39.6% | 加碼 |
| First National Bank Sioux Falls | 5,851 | $228.8 萬 | 1.04% | −119−2.0% | 減碼 |
| Westwood Holdings Group Inc. | 5,846 | $228.6 萬 | 0.01% | +3+0.1% | 加碼 |
| Bragg Financial Advisors, Inc | 5,833 | $228.1 萬 | 0.09% | −112−1.9% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 5,832 | $228.1 萬 | 1.69% | +123+2.2% | 加碼 |
| Parkside Financial Bank & Trust | 5,828 | $228.0 萬 | 0.32% | +214+3.8% | 加碼 |
| Bahl & Gaynor Inc | 5,807 | $227.1 萬 | 0.01% | +386+7.1% | 加碼 |
| Proequities, Inc. | 5,804 | $227.0 萬 | 0.14% | +735+14.5% | 加碼 |
| Graham Capital Management, L.P. | 5,800 | $226.8 萬 | 0.07% | +5,800 | 新進 |
| CNB Bank | 5,787 | $226.3 萬 | 1.05% | +466+8.8% | 加碼 |
| Shepherd Financial Partners LLC | 5,784 | $226.2 萬 | 0.27% | +162+2.9% | 加碼 |
| Investment House LLC | 5,783 | $226.2 萬 | 0.12% | +160+2.8% | 加碼 |
| Naviter Wealth, LLC | 5,750 | $224.9 萬 | 0.31% | −61−1.0% | 減碼 |
| Cottage Street Advisors LLC | 5,742 | $224.6 萬 | 1.22% | −25−0.4% | 減碼 |
| ARS Wealth Advisors Group, LLC | 5,732 | $224.2 萬 | 0.28% | +452+8.6% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 6,721 | $223.9 萬 | 1.18% | 00.0% | 不變 |
| Aaron Wealth Advisors | 5,721 | $223.8 萬 | 0.27% | +779+15.8% | 加碼 |
| Intellectus Partners, LLC | 5,720 | $223.7 萬 | 0.57% | +166+3.0% | 加碼 |
| RFP Financial Group LLC | 5,714 | $223.5 萬 | 0.73% | +2,834+98.4% | 加碼 |
| LGT Group Foundation | 5,650 | $222.6 萬 | 0.04% | +125+2.3% | 加碼 |
| Beaton Management Co. Inc. | 5,653 | $221.1 萬 | 1.12% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 5,603 | $219.1 萬 | 0.10% | +370+7.1% | 加碼 |
| Clearbridge Investments, LLC | 5,596 | $218.9 萬 | 0.00% | −366−6.1% | 減碼 |
| Advisors Management Group Inc | 5,592 | $218.7 萬 | 0.52% | −76−1.3% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 5,550 | $217.1 萬 | 0.15% | −24−0.4% | 減碼 |
| CFM Wealth Partners LLC | 5,540 | $216.7 萬 | 0.38% | +52+0.9% | 加碼 |
| Old Mission Investment Co LLC | 5,521 | $215.9 萬 | 0.66% | +268+5.1% | 加碼 |
| DRW Securities, LLC | 5,501 | $215.2 萬 | 0.12% | −3,458−38.6% | 減碼 |
| Connecticut Wealth Management, LLC | 5,500 | $215.1 萬 | 0.10% | 00.0% | 不變 |
| Nations Financial Group Inc, | 5,494 | $214.9 萬 | 0.16% | −187−3.3% | 減碼 |
| WBH Advisory Inc | 5,493 | $214.8 萬 | 0.20% | −229−4.0% | 減碼 |
| Cooper Financial Group | 5,490 | $214.7 萬 | 0.28% | +315+6.1% | 加碼 |
| Alaethes Wealth LLC | 5,464 | $213.7 萬 | 0.79% | −53−1.0% | 減碼 |
| True North Advisors, LLC | 5,455 | $213.3 萬 | 0.56% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 5,451 | $213.2 萬 | 0.02% | +639+13.3% | 加碼 |
| Y.D. More Investments Ltd | 5,429 | $212.2 萬 | 0.22% | −2,015−27.1% | 減碼 |
| Greater Midwest Financial Group, LLC | 5,420 | $212.0 萬 | 1.24% | +122+2.3% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 5,397 | $211.1 萬 | 0.46% | +5,397 | 新進 |
| SevenBridge Financial Group, LLC | 5,272 | $209.1 萬 | 0.40% | +308+6.2% | 加碼 |
| Atlas Brown,Inc. | 5,335 | $208.7 萬 | 0.72% | −1,039−16.3% | 減碼 |
| Patton Albertson Miller Group, LLC | 5,334 | $208.6 萬 | 0.28% | 00.0% | 不變 |
| Charles Schwab Trust Co | 5,301 | $207.3 萬 | 0.18% | −595−10.1% | 減碼 |
| Cladis Investment Advisory, LLC | 5,300 | $207.3 萬 | 1.44% | −14−0.3% | 減碼 |
| RMB Capital Management, LLC | 5,297 | $207.2 萬 | 0.05% | −20.0% | 減碼 |
| Legacy Capital Group California, Inc. | 5,293 | $207.0 萬 | 0.69% | −117−2.2% | 減碼 |
| LGT Fund Management Co Ltd. | 5,249 | $206.8 萬 | 0.21% | +5,249 | 新進 |
| Guardian Investment Management | 5,287 | $206.8 萬 | 1.79% | 00.0% | 不變 |
| PFG Investments, LLC | 5,268 | $206.0 萬 | 0.13% | +81+1.6% | 加碼 |
| West Oak Capital, LLC | 5,267 | $206.0 萬 | 0.38% | +40+0.8% | 加碼 |
| Eldridge Investment Advisors, Inc. | 5,263 | $205.8 萬 | 0.48% | +400+8.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 5,235 | $204.8 萬 | 0.27% | −72−1.4% | 減碼 |
| Benedict Financial Advisors Inc | 5,221 | $204.2 萬 | 0.48% | −601−10.3% | 減碼 |
| Trust Point Inc. | 5,217 | $204.0 萬 | 0.15% | +81+1.6% | 加碼 |
| AXS Investments LLC | 5,208 | $203.7 萬 | 0.54% | −771−12.9% | 減碼 |
| Moody National Bank Trust Division | 5,201 | $203.4 萬 | 0.22% | +412+8.6% | 加碼 |
| Lockheed Martin Investment Management Co | 5,200 | $203.4 萬 | 0.09% | +5,200 | 新進 |