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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 2,650 | $103.6 萬 | 0.16% | −60−2.2% | 減碼 |
| Marcum Wealth, LLC | 2,649 | $103.6 萬 | 0.10% | +87+3.4% | 加碼 |
| Hilltop National Bank | 2,646 | $103.5 萬 | 0.31% | +10+0.4% | 加碼 |
| Van Strum & Towne Inc. | 2,645 | $103.5 萬 | 0.36% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 2,643 | $103.4 萬 | 0.04% | 00.0% | 不變 |
| Pine Haven Investment Counsel, Inc | 2,641 | $103.3 萬 | 0.84% | +44+1.7% | 加碼 |
| Redwood Wealth Management Group, LLC | 2,640 | $103.3 萬 | 0.51% | −13−0.5% | 減碼 |
| Sonora Investment Management Group, LLC | 2,639 | $103.2 萬 | 0.08% | −2,338−47.0% | 減碼 |
| Keel Point, LLC | 2,616 | $102.3 萬 | 0.09% | −41−1.5% | 減碼 |
| LVW Advisors, LLC | 2,614 | $102.2 萬 | 0.13% | −628−19.4% | 減碼 |
| Hancock Whitney Corp | 2,613 | $102.2 萬 | 0.03% | −57−2.1% | 減碼 |
| Hudson Valley Investment Advisors Inc | 2,609 | $102.0 萬 | 0.11% | −552−17.5% | 減碼 |
| Harbor Investment Advisory, LLC | 2,607 | $102.0 萬 | 0.10% | −40−1.5% | 減碼 |
| Epoch Investment Partners, Inc. | 2,597 | $101.6 萬 | 0.00% | −108−4.0% | 減碼 |
| Stableford Capital II LLC | 2,521 | $101.3 萬 | 0.40% | −136−5.1% | 減碼 |
| Herold Advisors, Inc. | 2,591 | $101.3 萬 | 0.22% | −68−2.6% | 減碼 |
| Northstar Group, Inc. | 2,586 | $101.2 萬 | 0.18% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 2,585 | $101.1 萬 | 0.25% | −40−1.5% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,583 | $101.0 萬 | 0.17% | −212−7.6% | 減碼 |
| Quadcap Wealth Management, LLC | 2,583 | $101.0 萬 | 0.16% | +8+0.3% | 加碼 |
| Westmount Partners, LLC | 2,581 | $101.0 萬 | 0.30% | +4+0.2% | 加碼 |
| White Lighthouse Investment Management Inc. | 2,571 | $100.6 萬 | 0.18% | 00.0% | 不變 |
| Heritage Wealth Advisors | 2,568 | $100.4 萬 | 0.05% | +12+0.5% | 加碼 |
| Cahill Financial Advisors Inc | 2,566 | $100.4 萬 | 0.14% | −29−1.1% | 減碼 |
| BOS Asset Management, LLC | 2,563 | $100.2 萬 | 0.37% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 2,559 | $100.1 萬 | 0.16% | −486−16.0% | 減碼 |
| Palumbo Wealth Management LLC | 2,557 | $100.0 萬 | 0.39% | −22−0.9% | 減碼 |
| Titleist Asset Management, LLC | 2,551 | $99.8 萬 | 0.14% | −26−1.0% | 減碼 |
| Heck Capital Advisors, LLC | 2,546 | $99.6 萬 | 0.11% | −16−0.6% | 減碼 |
| Cortland Associates Inc | 2,544 | $99.5 萬 | 0.12% | +1,198+89.0% | 加碼 |
| Disciplined Equity Management, Inc. | 2,540 | $99.3 萬 | 0.63% | −210−7.6% | 減碼 |
| Woodmont Investment Counsel LLC | 2,538 | $99.3 萬 | 0.07% | +29+1.2% | 加碼 |
| Live Oak Investment Partners | – | $99.2 萬 | 0.77% | – | – |
| Verity Asset Management, Inc. | 2,560 | $99.2 萬 | 0.37% | −694−21.3% | 減碼 |
| Fortem Financial Group, LLC | 2,535 | $99.2 萬 | 0.40% | +115+4.8% | 加碼 |
| Carson Advisory Inc. | 2,535 | $99.1 萬 | 0.62% | +74+3.0% | 加碼 |
| Ted Buchan & Co | 2,527 | $98.8 萬 | 0.47% | +15+0.6% | 加碼 |
| Virtus ETF Advisers LLC | 2,526 | $98.8 萬 | 0.46% | +195+8.4% | 加碼 |
| Claris Advisors, LLC | 2,525 | $98.8 萬 | 0.43% | +93+3.8% | 加碼 |
| Aspiriant, LLC | 2,520 | $98.6 萬 | 0.04% | −100−3.8% | 減碼 |
| Measured Wealth Private Client Group, LLC | 2,512 | $98.2 萬 | 0.33% | −163−6.1% | 減碼 |
| Burns J W & Co Inc | 2,505 | $98.0 萬 | 0.13% | +610+32.2% | 加碼 |
| Monetta Financial Services Inc | 2,500 | $97.8 萬 | 0.83% | 00.0% | 不變 |
| Sippican Capital Advisors | 2,500 | $97.8 萬 | 0.68% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 2,500 | $97.8 萬 | 0.41% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 2,490 | $97.4 萬 | 0.30% | +150+6.4% | 加碼 |
| Richwood Investment Advisors, LLC | 2,485 | $97.2 萬 | 0.80% | 00.0% | 不變 |
| Canopy Partners, LLC | 2,485 | $97.2 萬 | 0.42% | +189+8.2% | 加碼 |
| Chesapeake Wealth Management | 2,480 | $97.0 萬 | 0.33% | +177+7.7% | 加碼 |
| Sax Wealth Advisors, LLC | 2,478 | $96.9 萬 | 0.09% | −60−2.4% | 減碼 |
| Tradition Wealth Management, LLC | 2,478 | $96.9 萬 | 0.09% | +140+6.0% | 加碼 |
| Hamel Associates, Inc. | 2,478 | $96.9 萬 | 0.30% | +68+2.8% | 加碼 |
| Evoke Wealth, LLC | 2,472 | $96.7 萬 | 0.03% | +2,472 | 新進 |
| Cidel Asset Management Inc | 2,471 | $96.6 萬 | 0.07% | 00.0% | 不變 |
| RE Dickinson Investment Advisors, LLC | 2,467 | $96.5 萬 | 0.54% | 00.0% | 不變 |
| BluePath Capital Management, LLC | 2,464 | $96.4 萬 | 0.60% | +448+22.2% | 加碼 |
| Bill Few Associates, Inc. | 2,462 | $96.3 萬 | 0.34% | −28−1.1% | 減碼 |
| Carret Asset Management, LLC | 2,461 | $96.2 萬 | 0.10% | +10.0% | 加碼 |
| Sienna Gestion | 2,464 | $96.1 萬 | 0.06% | +2,464 | 新進 |
| Windsor Capital Management, LLC | 2,454 | $96.0 萬 | 0.28% | −121−4.7% | 減碼 |
| Seelaus Asset Management LLC | 2,453 | $95.9 萬 | 0.88% | +15+0.6% | 加碼 |
| Coastal Investment Advisors, Inc. | 2,429 | $95.7 萬 | 0.44% | −2,118−46.6% | 減碼 |
| E&G Advisors, LP | 2,442 | $95.5 萬 | 0.26% | −100−3.9% | 減碼 |
| Beverly Hills Private Wealth, LLC | 2,440 | $95.4 萬 | 0.19% | +176+7.8% | 加碼 |
| Morningstar Investment Services LLC | 2,439 | $95.4 萬 | 0.01% | +440+22.0% | 加碼 |
| Armstrong Advisory Group, Inc | 2,436 | $95.3 萬 | 0.08% | −94−3.7% | 減碼 |
| Trillium Asset Management, LLC | 2,434 | $95.2 萬 | 0.02% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 2,436 | $95.2 萬 | 0.47% | −205−7.8% | 減碼 |
| Veracity Capital LLC | 2,427 | $94.9 萬 | 0.36% | +2+0.1% | 加碼 |
| Prestige Wealth Management Group LLC | 2,425 | $94.9 萬 | 0.20% | −38−1.5% | 減碼 |
| Park Edge Advisors, LLC | 2,421 | $94.7 萬 | 0.27% | +402+19.9% | 加碼 |
| Sage Mountain Advisors LLC | 2,420 | $94.6 萬 | 0.08% | +187+8.4% | 加碼 |
| Marex Group plc | 2,418 | $94.6 萬 | 0.02% | −216−8.2% | 減碼 |
| Greenwich Wealth Management LLC | 2,413 | $94.4 萬 | 0.06% | +66+2.8% | 加碼 |
| PDS Planning, Inc | 2,402 | $94.0 萬 | 0.08% | +159+7.1% | 加碼 |
| Wimmer Associates 1, LLC | 2,385 | $93.3 萬 | 0.46% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 2,381 | $93.1 萬 | 0.51% | +2,381 | 新進 |
| Retirement Planning Co of New England, Inc. | 2,373 | $92.8 萬 | 0.46% | +152+6.8% | 加碼 |
| CVA Family Office, LLC | 2,372 | $92.8 萬 | 0.15% | −93−3.8% | 減碼 |
| Sentry Investment Management LLC | 2,367 | $92.6 萬 | 0.39% | +147+6.6% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,356 | $92.2 萬 | 0.05% | +199+9.2% | 加碼 |
| Simplicity Wealth,LLC | 2,357 | $92.2 萬 | 0.09% | −18,317−88.6% | 減碼 |
| Washington Trust Bank | 2,349 | $91.9 萬 | 0.09% | +27+1.2% | 加碼 |
| BCJ Capital Management, LLC | 2,349 | $91.9 萬 | 0.07% | +237+11.2% | 加碼 |
| Addison Capital Co | 2,344 | $91.7 萬 | 0.37% | +10.0% | 加碼 |
| Guardian Wealth Management, Inc. | 2,343 | $91.6 萬 | 0.65% | −59−2.5% | 減碼 |
| Central Pacific Bank - Trust Division | 2,340 | $91.5 萬 | 0.12% | +1,290+122.9% | 加碼 |
| Arbor Wealth Advisors LLC | 2,337 | $91.4 萬 | 0.82% | 00.0% | 不變 |
| PSI Advisors, LLC | 2,337 | $91.4 萬 | 0.27% | +86+3.8% | 加碼 |
| Accredited Investors Inc. | 2,326 | $91.0 萬 | 0.05% | −19−0.8% | 減碼 |
| Worth Financial Advisory Group, LLC | 2,321 | $90.8 萬 | 0.53% | +36+1.6% | 加碼 |
| WFA of San Diego, LLC | 2,318 | $90.7 萬 | 0.76% | 00.0% | 不變 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,400 | $90.4 萬 | 0.34% | 00.0% | 不變 |
| InTrack Investment Management Inc | 2,306 | $90.2 萬 | 0.64% | +82+3.7% | 加碼 |
| Archer Investment Corp | 2,305 | $90.1 萬 | 0.24% | −870−27.4% | 減碼 |
| Hunter Associates Investment Management LLC | 2,305 | $90.1 萬 | 0.14% | −123−5.1% | 減碼 |
| Tidemark, LLC | 2,293 | $89.7 萬 | 0.37% | +2+0.1% | 加碼 |
| Mechanics Bank Trust Department | 2,292 | $89.6 萬 | 0.12% | −47−2.0% | 減碼 |
| Platform Technology Partners | 2,292 | $89.6 萬 | 0.28% | −100−4.2% | 減碼 |
| Centaurus Financial, Inc. | 2,286 | $89.4 萬 | 0.06% | −2,249−49.6% | 減碼 |