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 | 3,772 | $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 | 3,023 | $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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 35,793 | $1,400 萬 | 0.39% | −5,875−14.1% | 減碼 |
| Lyell Wealth Management, LP | 35,350 | $1,383 萬 | 1.26% | −170.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 35,121 | $1,374 萬 | 0.15% | −2,920−7.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 35,119 | $1,374 萬 | 0.35% | −472−1.3% | 減碼 |
| HighPoint Advisor Group LLC | 35,828 | $1,360 萬 | 0.79% | −193−0.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 34,730 | $1,358 萬 | 0.08% | +1,566+4.7% | 加碼 |
| Consolidated Planning Corp | 34,667 | $1,356 萬 | 2.02% | −949−2.7% | 減碼 |
| NEOS Investment Management LLC | 34,438 | $1,347 萬 | 0.41% | +8,850+34.6% | 加碼 |
| Shelton Capital Management | 34,388 | $1,345 萬 | 0.35% | +693+2.1% | 加碼 |
| CSM Advisors, LLC | 34,387 | $1,345 萬 | 0.88% | −1,735−4.8% | 減碼 |
| Henshaw Capital LLC | 34,060 | $1,332 萬 | 0.56% | +34,060 | 新進 |
| Brookstone Capital Management | 33,925 | $1,327 萬 | 0.20% | +460+1.4% | 加碼 |
| Braun Stacey Associates Inc | 33,874 | $1,325 萬 | 0.50% | +32,449+2,277.1% | 加碼 |
| Atria Investments LLC | 33,853 | $1,324 萬 | 0.16% | −9,193−21.4% | 減碼 |
| Kentucky Retirement Systems | 33,781 | $1,321 萬 | 0.39% | −3,072−8.3% | 減碼 |
| La Banque Postale Asset Management SA | 33,420 | $1,307 萬 | 0.20% | −2,117−6.0% | 減碼 |
| Greenwood Gearhart Inc | 33,075 | $1,294 萬 | 1.08% | +1,998+6.4% | 加碼 |
| Jamison Private Wealth Management, Inc. | 33,036 | $1,292 萬 | 1.97% | +918+2.9% | 加碼 |
| German American Bancorp, Inc. | 32,949 | $1,289 萬 | 1.36% | +2,103+6.8% | 加碼 |
| AIA Group Ltd | 32,669 | $1,278 萬 | 0.33% | −25−0.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 32,483 | $1,270 萬 | 0.23% | −8,815−21.3% | 減碼 |
| Omers Administration Corp | 32,477 | $1,270 萬 | 0.12% | +400+1.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 32,199 | $1,259 萬 | 0.06% | +528+1.7% | 加碼 |
| Shelter Mutual Insurance Co | 30,780 | $1,256 萬 | 3.00% | 00.0% | 不變 |
| James Investment Research Inc | 31,994 | $1,251 萬 | 1.44% | −577−1.8% | 減碼 |
| LMCG Investments, LLC | 31,926 | $1,249 萬 | 0.75% | −950−2.9% | 減碼 |
| Benjamin Edwards Inc | 31,796 | $1,244 萬 | 0.18% | +28,841+976.0% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 31,675 | $1,239 萬 | 1.22% | −1,573−4.7% | 減碼 |
| F/M Investments LLC | 31,564 | $1,235 萬 | 0.42% | −1,344−4.1% | 減碼 |
| Mizuho Securities USA LLC | 31,443 | $1,230 萬 | 0.26% | −6,264−16.6% | 減碼 |
| Simmons Bank | 31,414 | $1,229 萬 | 0.89% | −1,340−4.1% | 減碼 |
| Paradiem, LLC | 31,273 | $1,223 萬 | 2.89% | +911+3.0% | 加碼 |
| Advisory Services Network, LLC | 36,197 | $1,206 萬 | 0.25% | 00.0% | 不變 |
| Norinchukin Bank, The | 30,802 | $1,205 萬 | 0.28% | +3,337+12.2% | 加碼 |
| Hartford Investment Management Co | 30,525 | $1,194 萬 | 0.39% | −809−2.6% | 減碼 |
| United Capital Management of KS, Inc. | 30,410 | $1,189 萬 | 2.59% | +1,002+3.4% | 加碼 |
| First American Trust, FSB | 30,115 | $1,178 萬 | 1.17% | −3,157−9.5% | 減碼 |
| Quadrature Capital Ltd | 30,067 | $1,175 萬 | 0.27% | −70,081−70.0% | 減碼 |
| Illinois Municipal Retirement Fund | 29,985 | $1,173 萬 | 0.17% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 29,767 | $1,164 萬 | 0.58% | +678+2.3% | 加碼 |
| MainStreet Investment Advisors LLC | 29,382 | $1,149 萬 | 1.53% | −1,896−6.1% | 減碼 |
| Adviser Investments LLC | 29,362 | $1,148 萬 | 0.14% | −874−2.9% | 減碼 |
| Freestone Capital Holdings, LLC | 29,296 | $1,146 萬 | 0.40% | +1,049+3.7% | 加碼 |
| Philadelphia Trust Co | 29,241 | $1,144 萬 | 0.83% | −1,277−4.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 29,069 | $1,137 萬 | 0.16% | +2,128+7.9% | 加碼 |
| Hantz Financial Services, Inc. | 28,986 | $1,134 萬 | 0.20% | −2,425−7.7% | 減碼 |
| APG Asset Management N.V. | 31,963 | $1,120 萬 | 0.07% | −353,404−91.7% | 減碼 |
| Ieq Capital, LLC | 28,360 | $1,109 萬 | 0.14% | +4,718+20.0% | 加碼 |
| Venture Visionary Partners LLC | 28,337 | $1,108 萬 | 0.48% | +465+1.7% | 加碼 |
| Kanawha Capital Management LLC | 28,288 | $1,106 萬 | 0.80% | −1,412−4.8% | 減碼 |
| Maryland State Retirement & Pension System | 28,201 | $1,103 萬 | 0.23% | −9,914−26.0% | 減碼 |
| Exchange Traded Concepts, LLC | 28,027 | $1,096 萬 | 0.26% | −24,009−46.1% | 減碼 |
| Drexel Morgan & Co. | 27,886 | $1,091 萬 | 2.03% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 27,845 | $1,089 萬 | 0.45% | +4,986+21.8% | 加碼 |
| RSM US Wealth Management LLC | 27,416 | $1,076 萬 | 0.16% | +2,175+8.6% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 27,445 | $1,073 萬 | 0.71% | +7,109+35.0% | 加碼 |
| TownSquare Capital, LLC | 27,438 | $1,073 萬 | 0.13% | +1,338+5.1% | 加碼 |
| Vident Advisory, LLC | 27,323 | $1,069 萬 | 0.27% | +1,602+6.2% | 加碼 |
| Louisiana State Employees Retirement System | 27,300 | $1,068 萬 | 0.20% | −400−1.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 27,098 | $1,067 萬 | 0.21% | +16,310+151.2% | 加碼 |
| Toroso Investments, LLC | 27,056 | $1,058 萬 | 0.12% | −3,496−11.4% | 減碼 |
| Brinker Capital Investments, LLC | 27,053 | $1,058 萬 | 0.11% | +856+3.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 27,053 | $1,058 萬 | 0.11% | +856+3.3% | 加碼 |
| Farmers & Merchants Investments Inc | 26,992 | $1,056 萬 | 0.33% | +141+0.5% | 加碼 |
| Securian Asset Management, Inc | 26,819 | $1,049 萬 | 0.30% | −1,302−4.6% | 減碼 |
| CX Institutional | 26,788 | $1,048 萬 | 0.47% | +24,032+872.0% | 加碼 |
| Independent Wealth Network Inc. | 26,619 | $1,041 萬 | 4.60% | −59−0.2% | 減碼 |
| Sigma Investment Counselors Inc | 26,503 | $1,037 萬 | 0.61% | +10.0% | 加碼 |
| Financial Partners Group, LLC | 26,455 | $1,035 萬 | 3.88% | +126+0.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 26,274 | $1,028 萬 | 1.01% | +440+1.7% | 加碼 |
| Addenda Capital Inc. | 26,232 | $1,026 萬 | 0.37% | +10.0% | 加碼 |
| Integris Wealth Management, LLC | 26,098 | $1,021 萬 | 2.85% | −177−0.7% | 減碼 |
| Community Bank & Trust, Waco, Texas | 25,912 | $1,014 萬 | 2.28% | +59+0.2% | 加碼 |
| Coldstream Capital Management Inc | 25,624 | $1,002 萬 | 0.22% | +584+2.3% | 加碼 |
| Tufton Capital Management | 25,600 | $1,001 萬 | 1.88% | −755−2.9% | 減碼 |
| Logan Capital Management Inc | 25,361 | $991.9 萬 | 0.41% | −70.0% | 減碼 |
| Central Bank & Trust Co | 25,212 | $986.1 萬 | 1.36% | −3,076−10.9% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $982.4 萬 | 3.30% | 00.0% | 不變 |
| Chartwell Investment Partners, LLC | 24,946 | $975.7 萬 | 0.33% | 00.0% | 不變 |
| Sigma Planning Corp | 24,845 | $971.8 萬 | 0.30% | −495−2.0% | 減碼 |
| Snowden Capital Advisors LLC | 24,803 | $970.1 萬 | 0.29% | −9,881−28.5% | 減碼 |
| AE Wealth Management LLC | 24,788 | $969.5 萬 | 0.09% | +1,763+7.7% | 加碼 |
| Madison Asset Management, LLC | 24,766 | $968.6 萬 | 0.11% | −2,411−8.9% | 減碼 |
| Allworth Financial LP | 24,698 | $966.0 萬 | 0.06% | −262−1.0% | 減碼 |
| American National Bank | 24,660 | $964.5 萬 | 1.14% | −1,029−4.0% | 減碼 |
| Jefferies Financial Group Inc. | 24,426 | $955.3 萬 | 0.16% | +886+3.8% | 加碼 |
| Strategic Global Advisors, LLC | 24,250 | $948.5 萬 | 1.87% | −238−1.0% | 減碼 |
| Beach Investment Counsel Inc | 24,019 | $939.4 萬 | 1.16% | +7,271+43.4% | 加碼 |
| Signet Financial Management, LLC | 23,919 | $935.5 萬 | 1.19% | −568−2.3% | 減碼 |
| New Mexico Educational Retirement Board | 23,902 | $934.9 萬 | 0.32% | −1,800−7.0% | 減碼 |
| Dynamic Advisor Solutions LLC | 23,760 | $929.3 萬 | 0.28% | +61+0.3% | 加碼 |
| Man Group plc | 23,733 | $928.2 萬 | 0.03% | −42,224−64.0% | 減碼 |
| Raymond James Trust N.A. | 23,678 | $926.1 萬 | 0.20% | +224+1.0% | 加碼 |
| Community Bank of Raymore | 23,353 | $913.4 萬 | 6.90% | +290+1.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 23,339 | $912.8 萬 | 0.65% | +3,621+18.4% | 加碼 |
| Metis Global Partners, LLC | 23,269 | $910.1 萬 | 0.28% | −506−2.1% | 減碼 |
| TruWealth Advisors, LLC | 23,240 | $909.0 萬 | 0.56% | +992+4.5% | 加碼 |
| Fusion Capital, LLC | 23,225 | $908.4 萬 | 3.90% | −46−0.2% | 減碼 |
| Spinnaker Trust | 23,210 | $907.8 萬 | 0.56% | 00.0% | 不變 |
| Hixon Zuercher, LLC | 23,180 | $906.6 萬 | 3.55% | −481−2.0% | 減碼 |