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 | 3,773 | $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 |
|---|---|---|---|---|---|
| Applied Finance Capital Management, LLC | 5,197 | $203.3 萬 | 0.09% | +420+8.8% | 加碼 |
| Ingalls & Snyder LLC | 5,195 | $203.2 萬 | 0.08% | +350+7.2% | 加碼 |
| Northern Financial Advisors Inc | 5,186 | $202.8 萬 | 1.54% | −12−0.2% | 減碼 |
| Cyndeo Wealth Partners, LLC | 5,159 | $201.8 萬 | 0.14% | +321+6.6% | 加碼 |
| Garrison Point Advisors, LLC | 5,150 | $201.4 萬 | 1.25% | −30−0.6% | 減碼 |
| Exencial Wealth Advisors, LLC | 5,140 | $201.0 萬 | 0.07% | −84−1.6% | 減碼 |
| NewEdge Wealth, LLC | 5,107 | $199.7 萬 | 0.04% | +3,923+331.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,103 | $199.6 萬 | 0.09% | +170+3.4% | 加碼 |
| Courier Capital LLC | 5,102 | $199.6 萬 | 0.14% | +55+1.1% | 加碼 |
| GYL Financial Synergies, LLC | 5,078 | $198.6 萬 | 0.15% | +97+1.9% | 加碼 |
| Accurate Wealth Management, LLC | 5,114 | $198.5 萬 | 0.40% | +273+5.6% | 加碼 |
| Cigna Investments Inc | 5,032 | $196.9 萬 | 0.35% | −36−0.7% | 減碼 |
| Beacon Investment Advisors LLC | 5,025 | $196.6 萬 | 0.93% | +183+3.8% | 加碼 |
| Garde Capital, Inc. | 5,021 | $196.4 萬 | 0.13% | 00.0% | 不變 |
| SOL Capital Management CO | 5,017 | $196.2 萬 | 0.22% | 00.0% | 不變 |
| Wolff Financial Management LLC | 5,014 | $196.1 萬 | 0.53% | +5,014 | 新進 |
| Capital Investment Advisory Services, LLC | 5,008 | $195.9 萬 | 0.19% | +156+3.2% | 加碼 |
| Princeton Capital Management LLC | 5,004 | $195.7 萬 | 0.62% | +31+0.6% | 加碼 |
| Strategic Advisors LLC | 4,994 | $195.3 萬 | 0.36% | −384−7.1% | 減碼 |
| Papp L Roy & Associates | 4,982 | $194.9 萬 | 0.24% | −250−4.8% | 減碼 |
| Opes Wealth Management LLC | 4,981 | $194.8 萬 | 0.37% | +3+0.1% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,976 | $194.6 萬 | 0.75% | −561−10.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 4,968 | $194.3 萬 | 0.11% | +667+15.5% | 加碼 |
| Harbor Group, Inc. | 4,956 | $193.8 萬 | 0.45% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 4,950 | $193.6 萬 | 0.24% | +59+1.2% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,946 | $193.5 萬 | 0.18% | +389+8.5% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 4,933 | $192.9 萬 | 0.51% | −4,933−50.0% | 減碼 |
| Schechter Investment Advisors, LLC | 4,921 | $192.5 萬 | 0.14% | +135+2.8% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 4,913 | $192.2 萬 | 0.76% | −106−2.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 4,907 | $191.9 萬 | 0.33% | +85+1.8% | 加碼 |
| Diligent Investors, LLC | 4,899 | $191.6 萬 | 0.44% | +126+2.6% | 加碼 |
| Pinnacle West Asset Management, Inc. | 4,900 | $191.6 萬 | 1.37% | +50+1.0% | 加碼 |
| Brighton Jones LLC | 4,890 | $191.2 萬 | 0.07% | −1,645−25.2% | 減碼 |
| Diamant Asset Management, Inc. | 4,858 | $190.0 萬 | 1.19% | 00.0% | 不變 |
| High Falls Advisors, Inc | 4,852 | $189.8 萬 | 0.43% | −10−0.2% | 減碼 |
| Douglas Lane & Associates, LLC | 4,832 | $189.0 萬 | 0.03% | −35−0.7% | 減碼 |
| Waldron Private Wealth LLC | 4,829 | $188.9 萬 | 0.08% | +58+1.2% | 加碼 |
| Advisory Alpha, LLC | 4,827 | $188.9 萬 | 0.07% | +746+18.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,821 | $188.6 萬 | 0.10% | +74+1.6% | 加碼 |
| Nwam LLC | 4,802 | $187.8 萬 | 0.11% | +421+9.6% | 加碼 |
| Hohimer Wealth Management, LLC | 4,763 | $186.3 萬 | 0.40% | +125+2.7% | 加碼 |
| Allen Wealth Management, LLC | 4,720 | $184.6 萬 | 1.28% | −360−7.1% | 減碼 |
| Emprise Bank | 4,713 | $184.3 萬 | 1.06% | −184−3.8% | 減碼 |
| Motiv8 Investments LLC | 4,699 | $183.8 萬 | 1.24% | 00.0% | 不變 |
| Norden Group LLC | 4,698 | $183.8 萬 | 0.22% | +2,950+168.8% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,685 | $183.2 萬 | 0.81% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 4,677 | $182.9 萬 | 0.14% | +837+21.8% | 加碼 |
| Donaldson Capital Management, LLC | 4,669 | $182.6 萬 | 0.07% | −80−1.7% | 減碼 |
| Chilton Capital Management LLC | 4,644 | $181.6 萬 | 0.08% | −600−11.4% | 減碼 |
| Rockland Trust Co | 4,640 | $181.5 萬 | 0.09% | −1,041−18.3% | 減碼 |
| Flaharty Asset Management, LLC | 4,637 | $181.4 萬 | 0.26% | 00.0% | 不變 |
| Farmers Trust Co | 4,636 | $181.3 萬 | 0.34% | −20−0.4% | 減碼 |
| Redwood Investment Management, LLC | 4,635 | $181.3 萬 | 0.16% | −330−6.6% | 減碼 |
| Woodard & Co Asset Management Group Inc | 4,626 | $180.9 萬 | 0.41% | +142+3.2% | 加碼 |
| Catalyst Financial Partners LLC | 4,623 | $180.8 萬 | 0.35% | +272+6.3% | 加碼 |
| Wealth Group, Ltd. | 4,621 | $180.8 萬 | 1.21% | −626−11.9% | 減碼 |
| Roman Butler Fullerton & Co | 4,649 | $180.4 萬 | 0.54% | +7+0.2% | 加碼 |
| Balyasny Asset Management LLC | 4,610 | $180.3 萬 | 0.00% | +3,417+286.4% | 加碼 |
| IPG Investment Advisors LLC | 4,603 | $180.0 萬 | 0.39% | −2,101−31.3% | 減碼 |
| Kerusso Capital Management LLC | 4,585 | $179.3 萬 | 1.14% | +276+6.4% | 加碼 |
| Crawford Investment Counsel Inc | 4,575 | $178.9 萬 | 0.03% | −184−3.9% | 減碼 |
| Cypress Capital Group | 4,573 | $178.9 萬 | 0.20% | −58−1.3% | 減碼 |
| MONECO Advisors, LLC | 4,559 | $178.3 萬 | 0.22% | −11−0.2% | 減碼 |
| Mirabaud & Cie SA | 4,553 | $178.1 萬 | 0.52% | −1,605−26.1% | 減碼 |
| Betterment LLC | 4,539 | $177.5 萬 | 0.00% | +4,539 | 新進 |
| Univest Financial Corp | 4,535 | $177.4 萬 | 0.12% | +3,530+351.2% | 加碼 |
| Cornerstone Wealth Group, LLC | 4,519 | $176.7 萬 | 0.15% | −49−1.1% | 減碼 |
| Wrapmanager Inc | 4,511 | $176.5 萬 | 0.46% | +529+13.3% | 加碼 |
| Signal Advisors Wealth, LLC | 4,511 | $176.4 萬 | 0.25% | +4,511 | 新進 |
| Altshuler Shaham Ltd | 4,511 | $176.4 萬 | 0.11% | −270,500−98.4% | 減碼 |
| Westhampton Capital, LLC | 4,510 | $176.4 萬 | 0.90% | 00.0% | 不變 |
| Boston Family Office LLC | 4,502 | $176.1 萬 | 0.12% | −150−3.2% | 減碼 |
| Miracle Mile Advisors, LLC | 4,491 | $175.7 萬 | 0.04% | +59+1.3% | 加碼 |
| Clarius Group, LLC | 4,491 | $175.3 萬 | 0.12% | −104−2.3% | 減碼 |
| Norway Savings Bank | 4,477 | $175.1 萬 | 0.95% | +110+2.5% | 加碼 |
| Cornercap Investment Counsel Inc | 4,470 | $174.8 萬 | 0.52% | −2,800−38.5% | 減碼 |
| Old West Investment Management, LLC | 4,458 | $174.4 萬 | 0.67% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 4,450 | $174.0 萬 | 1.28% | 00.0% | 不變 |
| RS Crum Inc. | 4,430 | $173.3 萬 | 0.41% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 4,421 | $172.9 萬 | 0.08% | −182−4.0% | 減碼 |
| Strategic Investment Advisors | 4,421 | $172.9 萬 | 0.19% | −64−1.4% | 減碼 |
| Widmann Financial Services, Inc. | 4,421 | $172.9 萬 | 1.31% | −30−0.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 4,408 | $172.5 萬 | 0.17% | −383−8.0% | 減碼 |
| Optimum Investment Advisors | 4,408 | $172.4 萬 | 0.75% | −390−8.1% | 減碼 |
| Lindbrook Capital, LLC | 4,404 | $172.2 萬 | 0.15% | −910−17.1% | 減碼 |
| Blue Chip Partners, Inc. | 4,393 | $171.8 萬 | 0.15% | −209−4.5% | 減碼 |
| Blueshift Asset Management, LLC | 4,392 | $171.8 萬 | 0.43% | −941−17.6% | 減碼 |
| CoreCap Advisors, LLC | 4,390 | $171.7 萬 | 0.08% | +4,390 | 新進 |
| Am Investment Strategies LLC | 4,384 | $171.5 萬 | 0.42% | +10.0% | 加碼 |
| Shell Asset Management Co | 4,378 | $171.2 萬 | 0.08% | +4,378 | 新進 |
| Golden State Equity Partners | 4,368 | $171.1 萬 | 0.27% | +859+24.5% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $171.0 萬 | 0.05% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 4,366 | $170.7 萬 | 0.93% | +6+0.1% | 加碼 |
| Kowal Investment Group, LLC | 4,351 | $170.2 萬 | 0.31% | +126+3.0% | 加碼 |
| First Citizens Bank & Trust Co | 4,349 | $170.1 萬 | 0.04% | −11−0.3% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,346 | $170.0 萬 | 0.55% | +119+2.8% | 加碼 |
| Amarillo National Bank | 4,334 | $169.5 萬 | 0.31% | +67+1.6% | 加碼 |
| Larson Financial Group LLC | 4,333 | $169.5 萬 | 0.10% | +888+25.8% | 加碼 |
| Sit Investment Associates Inc | 4,300 | $168.2 萬 | 0.04% | 00.0% | 不變 |
| Washington Trust Co | 4,300 | $168.2 萬 | 0.06% | −151−3.4% | 減碼 |