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 |
|---|---|---|---|---|---|
| South Street Advisors LLC | 1,440 | $56.3 萬 | 0.09% | 00.0% | 不變 |
| Seed Wealth Management, Inc. | 1,440 | $56.3 萬 | 0.45% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 1,440 | $56.3 萬 | 0.12% | +44+3.2% | 加碼 |
| Diversify Wealth Management, LLC | 1,457 | $56.2 萬 | 0.05% | −71−4.6% | 減碼 |
| Wealth Management Associates, Inc. | 1,437 | $56.2 萬 | 0.25% | +1+0.1% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 1,432 | $56.0 萬 | 0.32% | −1−0.1% | 減碼 |
| SageView Advisory Group, LLC | 1,429 | $55.9 萬 | 0.03% | −4−0.3% | 減碼 |
| N.E.W. Advisory Services LLC | 1,429 | $55.9 萬 | 0.06% | −13−0.9% | 減碼 |
| Fortitude Family Office, LLC | 1,423 | $55.7 萬 | 0.22% | +1,290+969.9% | 加碼 |
| Range Financial Group LLC | 1,418 | $55.5 萬 | 0.76% | −631−30.8% | 減碼 |
| SMART Wealth LLC | 1,418 | $55.5 萬 | 0.22% | +612+75.9% | 加碼 |
| Wealth Alliance | 1,417 | $55.4 萬 | 0.07% | −10−0.7% | 減碼 |
| MRP Capital Investments, LLC | 1,415 | $55.3 萬 | 0.53% | −645−31.3% | 減碼 |
| RMR Wealth Builders | 1,415 | $55.3 萬 | 0.06% | −653−31.6% | 減碼 |
| Personal Cfo Solutions, LLC | 1,415 | $55.3 萬 | 0.08% | +59+4.4% | 加碼 |
| Blankinship & Foster, LLC | 1,411 | $55.2 萬 | 0.13% | 00.0% | 不變 |
| First Financial Corp | 1,408 | $55.1 萬 | 0.26% | −50−3.4% | 減碼 |
| Lazari Capital Management, Inc. | 1,407 | $55.1 萬 | 0.24% | +21+1.5% | 加碼 |
| Acas, LLC | 1,407 | $55.0 萬 | 0.45% | 00.0% | 不變 |
| Leonteq Securities AG | 1,405 | $55.0 萬 | 0.06% | −486−25.7% | 減碼 |
| Insight Advisors, LLC | 1,405 | $54.9 萬 | 0.10% | −5−0.4% | 減碼 |
| Beacon Capital Management, LLC | 1,403 | $54.9 萬 | 0.08% | +51+3.8% | 加碼 |
| Soltis Investment Advisors LLC | 1,401 | $54.8 萬 | 0.05% | −112−7.4% | 減碼 |
| Schulhoff & Co Inc | 1,400 | $54.8 萬 | 0.23% | 00.0% | 不變 |
| Ironwood Investment Management LLC | 1,400 | $54.8 萬 | 0.27% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,400 | $54.8 萬 | 0.25% | 00.0% | 不變 |
| Fingerlakes Wealth Management, Inc. | 1,398 | $54.7 萬 | 0.45% | +5+0.4% | 加碼 |
| Oliver Luxxe Assets LLC | 1,398 | $54.7 萬 | 0.10% | −8,718−86.2% | 減碼 |
| American Money Management, LLC | 1,394 | $54.5 萬 | 0.11% | −53−3.7% | 減碼 |
| VisionPoint Advisory Group, LLC | 1,391 | $54.4 萬 | 0.18% | −50−3.5% | 減碼 |
| Firestone Capital Management | 1,391 | $54.4 萬 | 0.14% | +1,391 | 新進 |
| Leo Wealth, LLC | 1,390 | $54.4 萬 | 0.05% | −223−13.8% | 減碼 |
| apricus wealth, LLC | 1,389 | $54.3 萬 | 0.36% | 00.0% | 不變 |
| WestHill Financial Advisors, Inc. | 1,386 | $54.2 萬 | 0.12% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 1,385 | $54.2 萬 | 0.11% | −25−1.8% | 減碼 |
| STAR Financial Bank | 1,384 | $54.1 萬 | 0.36% | −197−12.5% | 減碼 |
| Empirical Asset Management, LLC | 1,373 | $53.7 萬 | 0.19% | +45+3.4% | 加碼 |
| Ransom Advisory, Ltd | 1,370 | $53.6 萬 | 0.25% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 1,368 | $53.5 萬 | 0.09% | −1−0.1% | 減碼 |
| McGowan Group Asset Management, Inc. | 1,363 | $53.3 萬 | 0.07% | +2+0.1% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 1,364 | $53.3 萬 | 0.16% | −227−14.3% | 減碼 |
| Bard Financial Services, Inc. | 1,360 | $53.2 萬 | 0.06% | −250−15.5% | 減碼 |
| Morningstar Investment Management LLC | 1,348 | $53.1 萬 | 0.05% | −776−36.5% | 減碼 |
| First Community Trust NA | 1,350 | $52.8 萬 | 0.43% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 1,350 | $52.8 萬 | 0.04% | 00.0% | 不變 |
| Thomas Story & Son LLC | 1,350 | $52.8 萬 | 0.22% | −350−20.6% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,350 | $52.8 萬 | 0.21% | +444+49.0% | 加碼 |
| Beacon Financial Group | 1,345 | $52.6 萬 | 0.06% | +229+20.5% | 加碼 |
| Sendero Wealth Management, LLC | 1,344 | $52.6 萬 | 0.08% | 00.0% | 不變 |
| Gradient Investments LLC | 1,342 | $52.5 萬 | 0.01% | +203+17.8% | 加碼 |
| Apollon Financial, LLC | 1,340 | $52.4 萬 | 0.15% | +33+2.5% | 加碼 |
| Secure Asset Management, LLC | 1,338 | $52.3 萬 | 0.09% | −101−7.0% | 減碼 |
| Formidable Asset Management, LLC | 1,336 | $52.3 萬 | 0.08% | −104−7.2% | 減碼 |
| Burton Enright Welch | 1,335 | $52.2 萬 | 0.11% | −200−13.0% | 減碼 |
| AdvisorShares Investments LLC | 1,335 | $52.2 萬 | 0.10% | +55+4.3% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 1,333 | $52.2 萬 | 0.02% | +13+1.0% | 加碼 |
| Investment Advisory Services Inc | 1,330 | $52.0 萬 | 0.18% | +53+4.2% | 加碼 |
| VeraBank, N.A. | 1,326 | $51.9 萬 | 0.15% | 00.0% | 不變 |
| Invesco, LLC | 1,326 | $51.9 萬 | 0.21% | 00.0% | 不變 |
| Transcendent Capital Group LLC | 1,324 | $51.8 萬 | 0.27% | +729+122.5% | 加碼 |
| Gradient Capital Advisors, LLC | 1,323 | $51.8 萬 | 0.17% | −52−3.8% | 減碼 |
| Westshore Wealth, LLC | 1,323 | $51.7 萬 | 0.21% | −23−1.7% | 減碼 |
| Davidson Trust Co | 1,322 | $51.7 萬 | 0.27% | +200+17.8% | 加碼 |
| Warther Private Wealth, LLC | 1,321 | $51.7 萬 | 0.18% | −61−4.4% | 減碼 |
| Waters Parkerson & Co., LLC | 1,319 | $51.6 萬 | 0.03% | +21+1.6% | 加碼 |
| First National Corp | 1,318 | $51.6 萬 | 0.11% | 00.0% | 不變 |
| Monarch Capital Management Inc | 1,317 | $51.5 萬 | 0.14% | 00.0% | 不變 |
| Elser Financial Planning, Inc | 1,315 | $51.4 萬 | 0.75% | +15+1.2% | 加碼 |
| Birchcreek Wealth Management, LLC | 1,314 | $51.4 萬 | 0.34% | −40−3.0% | 減碼 |
| Petix & Botte Co | 1,312 | $51.3 萬 | 0.14% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 1,312 | $51.3 萬 | 0.30% | +83+6.8% | 加碼 |
| Northwest Bancshares, Inc. | 1,310 | $51.2 萬 | 0.09% | −75−5.4% | 減碼 |
| Forbes J M & Co LLP | 1,307 | $51.1 萬 | 0.05% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 1,305 | $51.0 萬 | 0.05% | +24+1.9% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 1,304 | $51.0 萬 | 0.03% | +104+8.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 1,300 | $50.8 萬 | 0.09% | 00.0% | 不變 |
| Landaas & Co | 1,298 | $50.8 萬 | 0.14% | −9−0.7% | 減碼 |
| Calton & Associates, Inc. | 1,296 | $50.7 萬 | 0.19% | +1,296 | 新進 |
| Optas, LLC | 1,295 | $50.6 萬 | 0.12% | +296+29.6% | 加碼 |
| Castleark Management LLC | 1,290 | $50.5 萬 | 0.02% | 00.0% | 不變 |
| Gibbs Wealth Management | 1,290 | $50.5 萬 | 0.16% | +71+5.8% | 加碼 |
| Contravisory Investment Management, Inc. | 1,281 | $50.1 萬 | 0.11% | +19+1.5% | 加碼 |
| Caxton Associates LP | 1,280 | $50.1 萬 | 0.02% | +1,280 | 新進 |
| Wolverine Trading, LLC | 1,278 | $50.0 萬 | 0.01% | +1,278 | 新進 |
| Monte Financial Group, LLC | 1,276 | $49.9 萬 | 0.21% | 00.0% | 不變 |
| Onefund, LLC | 1,274 | $49.8 萬 | 0.51% | −58−4.4% | 減碼 |
| Buck Wealth Strategies, LLC | 1,272 | $49.8 萬 | 0.16% | −713−35.9% | 減碼 |
| Kornitzer Capital Management Inc | 1,272 | $49.8 萬 | 0.01% | −50−3.8% | 減碼 |
| Chesley Taft & Associates LLC | 1,271 | $49.7 萬 | 0.02% | −15−1.2% | 減碼 |
| Davidson Investment Advisors | 1,270 | $49.7 萬 | 0.02% | 00.0% | 不變 |
| Alpha Family Trust | 1,270 | $49.7 萬 | 0.28% | 00.0% | 不變 |
| Next Level Private LLC | 1,270 | $49.7 萬 | 0.20% | 00.0% | 不變 |
| MCF Advisors LLC | 1,264 | $49.4 萬 | 0.03% | +47+3.9% | 加碼 |
| Hanlon Investment Management, Inc. | 1,262 | $49.4 萬 | 0.14% | +177+16.3% | 加碼 |
| Regatta Capital Group, LLC | 1,259 | $49.2 萬 | 0.10% | +6+0.5% | 加碼 |
| Jupiter Wealth Management LLC | 1,258 | $49.2 萬 | 0.25% | −242−16.1% | 減碼 |
| Global X Japan Co., Ltd. | 1,255 | $49.1 萬 | 0.06% | +87+7.4% | 加碼 |
| Maven Securities LTD | 1,253 | $49.0 萬 | 0.06% | −139−10.0% | 減碼 |
| Strategic Wealth Partners, Ltd. | 1,252 | $49.0 萬 | 0.05% | +44+3.6% | 加碼 |
| LFA - Lugano Financial Advisors SA | 1,250 | $48.9 萬 | 0.33% | 00.0% | 不變 |