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 |
|---|---|---|---|---|---|
| Heritage Wealth Partners, LLC | 1,643 | $64.3 萬 | 0.76% | −279−14.5% | 減碼 |
| Fairfield, Bush & Co. | 1,643 | $64.2 萬 | 0.38% | −3−0.2% | 減碼 |
| Alera Investment Advisors, LLC | 1,642 | $64.2 萬 | 0.08% | +26+1.6% | 加碼 |
| West Paces Advisors Inc. | 1,642 | $64.2 萬 | 0.16% | +1,398+573.0% | 加碼 |
| Appleton Partners Inc | 1,641 | $64.2 萬 | 0.05% | −184−10.1% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,641 | $64.2 萬 | 0.02% | −34−2.0% | 減碼 |
| Root Financial Partners, LLC | 1,640 | $64.2 萬 | 0.10% | −2,542−60.8% | 減碼 |
| Waterway Wealth Management, LLC | 1,636 | $64.0 萬 | 0.27% | +141+9.4% | 加碼 |
| Cooper/Haims Advisors, LLC | 1,635 | $63.9 萬 | 0.35% | −70−4.1% | 減碼 |
| Sweet Financial Partners, LLC | 1,629 | $63.7 萬 | 0.14% | +1+0.1% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 1,620 | $63.4 萬 | 0.12% | −125−7.2% | 減碼 |
| Independence Bank of Kentucky | 1,618 | $63.3 萬 | 0.14% | +35+2.2% | 加碼 |
| WealthTrust Axiom LLC | 1,614 | $63.1 萬 | 0.19% | +14+0.9% | 加碼 |
| One Degree Advisors Inc | 1,615 | $63.1 萬 | 0.27% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 1,611 | $63.0 萬 | 0.02% | +1,611 | 新進 |
| Gries Financial LLC | 1,608 | $62.9 萬 | 0.12% | +978+155.2% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,606 | $62.8 萬 | 0.24% | 00.0% | 不變 |
| Peterson Wealth Management | 1,604 | $62.7 萬 | 0.40% | −30−1.8% | 減碼 |
| Proficio Capital Partners LLC | 1,604 | $62.7 萬 | 0.06% | −484−23.2% | 減碼 |
| Bank of Stockton | 1,602 | $62.7 萬 | 0.19% | +894+126.3% | 加碼 |
| Bell Bank | 1,601 | $62.6 萬 | 0.07% | 00.0% | 不變 |
| WESCAP Management Group, Inc. | 1,600 | $62.6 萬 | 0.16% | 00.0% | 不變 |
| Icapital Wealth LLC | 1,600 | $62.6 萬 | 0.34% | 00.0% | 不變 |
| Scientech Research LLC | 1,600 | $62.6 萬 | 0.12% | +1,600 | 新進 |
| Meadow Creek Wealth Advisors LLC | 1,598 | $62.5 萬 | 0.50% | −15−0.9% | 減碼 |
| Spirepoint Private Client, LLC | 1,590 | $62.2 萬 | 0.08% | +4+0.3% | 加碼 |
| Goldstone Financial Group, LLC | 1,582 | $61.9 萬 | 0.11% | +347+28.1% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 1,582 | $61.9 萬 | 0.08% | −180−10.2% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 1,581 | $61.8 萬 | 0.09% | +82+5.5% | 加碼 |
| Bigelow Investment Advisors, LLC | 1,577 | $61.7 萬 | 0.28% | +30+1.9% | 加碼 |
| Van Hulzen Asset Management, LLC | 1,576 | $61.6 萬 | 0.04% | −227−12.6% | 減碼 |
| Sepio Capital, LP | 1,572 | $61.5 萬 | 0.05% | +13+0.8% | 加碼 |
| Curbstone Financial Management Corp | 1,572 | $61.5 萬 | 0.13% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 1,570 | $61.4 萬 | 0.02% | −2−0.1% | 減碼 |
| Buckingham Capital Management, Inc. | 1,568 | $61.3 萬 | 0.07% | +448+40.0% | 加碼 |
| Sanchez Wealth Management Group | 1,561 | $61.0 萬 | 0.19% | +7+0.5% | 加碼 |
| Arvest Bank Trust Division | 1,560 | $61.0 萬 | 0.04% | +1,560 | 新進 |
| Canal Capital Management, LLC | 1,558 | $60.9 萬 | 0.10% | +4+0.3% | 加碼 |
| Vertex Planning Partners, LLC | 1,557 | $60.9 萬 | 0.15% | +1+0.1% | 加碼 |
| RKL Wealth Management LLC | 1,557 | $60.9 萬 | 0.06% | +1+0.1% | 加碼 |
| Keystone Wealth Services, LLC | 1,557 | $60.9 萬 | 0.17% | +108+7.5% | 加碼 |
| Citizens Business Bank | 1,556 | $60.9 萬 | 0.12% | −429−21.6% | 減碼 |
| Fagan Associates, Inc. | 1,555 | $60.8 萬 | 0.10% | −5−0.3% | 減碼 |
| Regent Peak Wealth Advisors LLC | 1,553 | $60.7 萬 | 0.14% | −22−1.4% | 減碼 |
| Quantum Financial Advisors, LLC | 1,550 | $60.6 萬 | 0.09% | −22−1.4% | 減碼 |
| Smith Shellnut Wilson LLC | 1,550 | $60.6 萬 | 0.27% | 00.0% | 不變 |
| Sunburst Financial Group, LLC | 1,549 | $60.6 萬 | 0.15% | 00.0% | 不變 |
| Camden National Bank | 1,546 | $60.5 萬 | 0.09% | −7−0.5% | 減碼 |
| TFB Advisors LLC | 1,546 | $60.5 萬 | 0.18% | −2−0.1% | 減碼 |
| Tectonic Advisors LLC | 1,546 | $60.5 萬 | 0.04% | +32+2.1% | 加碼 |
| Trinity Financial Advisors LLC | 1,700 | $60.4 萬 | 0.27% | 00.0% | 不變 |
| Sweeney & Michel, LLC | 1,533 | $60.4 萬 | 0.24% | +2+0.1% | 加碼 |
| Quent Capital, LLC | 1,543 | $60.3 萬 | 0.06% | −22−1.4% | 減碼 |
| SAM Advisors, LLC | 1,540 | $60.2 萬 | 0.22% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 1,537 | $60.1 萬 | 0.06% | +236+18.1% | 加碼 |
| Frisch Financial Group, Inc. | 1,533 | $60.0 萬 | 0.18% | +79+5.4% | 加碼 |
| Olistico Wealth, LLC | 1,530 | $59.8 萬 | 0.37% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 1,529 | $59.8 萬 | 0.12% | +4+0.3% | 加碼 |
| Kaizen Financial Strategies | 1,528 | $59.8 萬 | 0.35% | +5+0.3% | 加碼 |
| Doliver Advisors, LP | 1,518 | $59.4 萬 | 0.16% | +33+2.2% | 加碼 |
| Planning Center, Inc. | 1,513 | $59.2 萬 | 0.07% | +50+3.4% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,510 | $59.1 萬 | 0.22% | 00.0% | 不變 |
| Strategic Equity Management | 1,509 | $59.0 萬 | 0.28% | 00.0% | 不變 |
| Peoples Bank | 1,508 | $59.0 萬 | 0.40% | 00.0% | 不變 |
| Bordeaux Wealth Advisors LLC | 1,507 | $58.9 萬 | 0.11% | +205+15.7% | 加碼 |
| Financial Partners Group, Inc | 1,505 | $58.9 萬 | 0.09% | −10−0.7% | 減碼 |
| MBA Advisors LLC | 1,504 | $58.8 萬 | 0.28% | −35−2.3% | 減碼 |
| Morris Retirement Advisors, LLC | 1,503 | $58.8 萬 | 0.32% | +39+2.7% | 加碼 |
| Chickasaw Capital Management LLC | 1,500 | $58.7 萬 | 0.03% | 00.0% | 不變 |
| Rbo & Co LLC | 1,500 | $58.7 萬 | 0.09% | 00.0% | 不變 |
| Everpar Advisors LLC | 1,499 | $58.6 萬 | 0.30% | +135+9.9% | 加碼 |
| Winton Group Ltd | 1,498 | $58.6 萬 | 0.04% | −51,971−97.2% | 減碼 |
| Laffer Tengler Investments | 1,497 | $58.6 萬 | 0.12% | 00.0% | 不變 |
| Center For Asset Management LLC | 1,496 | $58.5 萬 | 0.35% | +1+0.1% | 加碼 |
| TrinityPoint Wealth, LLC | 1,495 | $58.5 萬 | 0.08% | +23+1.6% | 加碼 |
| Gould Asset Management LLC | 1,490 | $58.3 萬 | 0.12% | 00.0% | 不變 |
| Obsidian Personal Planning Solutions LLC | 1,548 | $58.2 萬 | 0.30% | −172−10.0% | 減碼 |
| Andina Capital Management, LLC | 1,489 | $58.2 萬 | 0.44% | +156+11.7% | 加碼 |
| Rise Advisors, LLC | 1,488 | $58.2 萬 | 0.28% | +43+3.0% | 加碼 |
| Sandy Cove Advisors, LLC | 1,483 | $58.0 萬 | 0.24% | +49+3.4% | 加碼 |
| Grove Bank & Trust | 1,482 | $58.0 萬 | 0.09% | −43−2.8% | 減碼 |
| Smart Portfolios, LLC | 1,481 | $57.9 萬 | 0.59% | +16+1.1% | 加碼 |
| Leisure Capital Management | 1,478 | $57.8 萬 | 0.25% | +67+4.7% | 加碼 |
| Cromwell Holdings LLC | 1,476 | $57.7 萬 | 0.37% | 00.0% | 不變 |
| IMS Capital Management | 1,475 | $57.7 萬 | 0.26% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 1,473 | $57.6 萬 | 0.19% | 00.0% | 不變 |
| Trust Co of Virginia | 1,473 | $57.6 萬 | 0.05% | −90−5.8% | 減碼 |
| Congress Park Capital LLC | 1,470 | $57.5 萬 | 0.21% | 00.0% | 不變 |
| Hara Capital LLC | 1,465 | $57.3 萬 | 0.36% | 00.0% | 不變 |
| Davis Investment Partners, LLC | 1,447 | $57.0 萬 | 0.24% | −8−0.5% | 減碼 |
| SFMG, LLC | 1,458 | $57.0 萬 | 0.05% | +51+3.6% | 加碼 |
| Watts Gwilliam & Co., LLC | 1,469 | $57.0 萬 | 0.12% | +1,469 | 新進 |
| First Hawaiian Bank | 1,456 | $56.9 萬 | 0.02% | +784+116.7% | 加碼 |
| Hardin Capital Partners, LLC | 1,467 | $56.9 萬 | 0.32% | −16−1.1% | 減碼 |
| AlphaStar Capital Management, LLC | 1,454 | $56.9 萬 | 0.05% | +376+34.9% | 加碼 |
| Lafayette Investments, Inc. | 1,450 | $56.7 萬 | 0.12% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 1,450 | $56.7 萬 | 0.09% | −295−16.9% | 減碼 |
| Nadler Financial Group, Inc. | 1,446 | $56.6 萬 | 0.06% | 00.0% | 不變 |
| Wendell David Associates Inc | 1,443 | $56.4 萬 | 0.05% | 00.0% | 不變 |
| Channel Wealth LLC | 1,441 | $56.4 萬 | 0.19% | 00.0% | 不變 |