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 | 3,773 | $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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 17,051 | $666.9 萬 | 0.09% | +17,051 | 新進 |
| Highland Capital Management, LLC | 17,029 | $666.0 萬 | 0.38% | −5,647−24.9% | 減碼 |
| Summitry LLC | 16,988 | $664.4 萬 | 0.32% | −139−0.8% | 減碼 |
| EagleClaw Capital Managment, LLC | 16,900 | $661.0 萬 | 1.11% | +760+4.7% | 加碼 |
| Griffin Asset Management, Inc. | 16,888 | $660.5 萬 | 0.74% | +41+0.2% | 加碼 |
| Community Bank, N.A. | 16,835 | $658.4 萬 | 0.83% | −50−0.3% | 減碼 |
| Mizuho Markets Americas LLC | 16,784 | $656.5 萬 | 0.16% | −320−1.9% | 減碼 |
| Assetmark, Inc | 16,773 | $656.0 萬 | 0.02% | +841+5.3% | 加碼 |
| NewSquare Capital LLC | 16,716 | $653.8 萬 | 0.52% | +1,328+8.6% | 加碼 |
| Massachusetts Institute of Technology | 16,714 | $653.7 萬 | 0.87% | +16,714 | 新進 |
| Foster & Motley Inc | 16,659 | $651.6 萬 | 0.41% | +145+0.9% | 加碼 |
| Castellan Group, LLC | 16,637 | $650.7 萬 | 2.74% | +1,525+10.1% | 加碼 |
| Jackson Square Capital, LLC | 16,581 | $648.5 萬 | 1.61% | +4,182+33.7% | 加碼 |
| Mairs & Power Inc | 16,578 | $648.4 萬 | 0.06% | −510−3.0% | 減碼 |
| Wedbush Securities Inc | 16,528 | $646.4 萬 | 0.24% | −2,395−12.7% | 減碼 |
| Nomura Holdings Inc | 16,493 | $645.1 萬 | 0.05% | −8,172−33.1% | 減碼 |
| Ameritas Advisory Services, LLC | 16,462 | $643.8 萬 | 0.28% | −1,877−10.2% | 減碼 |
| Montag A & Associates Inc | 16,394 | $641.2 萬 | 0.30% | −466−2.8% | 減碼 |
| Legacy CG, LLC | 16,344 | $639.2 萬 | 2.09% | +755+4.8% | 加碼 |
| Ascent Wealth Partners, LLC | 16,324 | $638.5 萬 | 0.89% | −208−1.3% | 減碼 |
| Spire Wealth Management | 16,178 | $632.8 萬 | 0.21% | +4,484+38.3% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 16,156 | $631.9 萬 | 0.54% | −328−2.0% | 減碼 |
| Pallas Capital Advisors LLC | 16,312 | $631.4 萬 | 0.27% | −1,145−6.6% | 減碼 |
| Wells Trecaso Financial Group, LLC | 16,065 | $628.3 萬 | 2.07% | +183+1.2% | 加碼 |
| Holderness Investments Co | 16,057 | $628.0 萬 | 1.37% | +71+0.4% | 加碼 |
| Sandhill Capital Partners LLC | 16,057 | $628.0 萬 | 0.45% | −10−0.1% | 減碼 |
| Two Sigma Investments, LP | 15,993 | $625.5 萬 | 0.01% | −121,590−88.4% | 減碼 |
| Twin Capital Management Inc | 15,935 | $623.2 萬 | 0.70% | −214−1.3% | 減碼 |
| Roundview Capital LLC | 15,912 | $622.4 萬 | 0.45% | −508−3.1% | 減碼 |
| XTX Topco Ltd | 15,842 | $619.6 萬 | 0.45% | +4,389+38.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 15,770 | $616.8 萬 | 0.23% | +529+3.5% | 加碼 |
| Flputnam Investment Management Co | 15,728 | $615.2 萬 | 0.11% | +505+3.3% | 加碼 |
| Keeler Thomas Management LLC | 15,720 | $614.8 萬 | 1.94% | −239−1.5% | 減碼 |
| Alps Advisors Inc | 15,714 | $614.6 萬 | 0.04% | −11,756−42.8% | 減碼 |
| Level Four Advisory Services, LLC | 16,303 | $613.3 萬 | 0.26% | −250−1.5% | 減碼 |
| Siemens Fonds Invest GmbH | 15,665 | $612.7 萬 | 0.49% | −162−1.0% | 減碼 |
| TCI Wealth Advisors, Inc. | 15,591 | $609.8 萬 | 0.51% | +43+0.3% | 加碼 |
| Eukles Asset Management | 15,569 | $609.0 萬 | 2.44% | −75−0.5% | 減碼 |
| Montgomery Investment Management Inc | 15,480 | $605.4 萬 | 2.19% | 00.0% | 不變 |
| Merit Financial Group, LLC | 15,441 | $603.9 萬 | 0.14% | +1,308+9.3% | 加碼 |
| Integrated Wealth Concepts LLC | 15,440 | $603.9 萬 | 0.07% | +14+0.1% | 加碼 |
| Ronald Blue Trust, Inc. | 18,083 | $602.3 萬 | 0.08% | +2,294+14.5% | 加碼 |
| Centiva Capital, LP | 15,378 | $601.5 萬 | 0.27% | −19,806−56.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 15,368 | $601.1 萬 | 0.14% | −196−1.3% | 減碼 |
| BSN Capital Partners Ltd | 17,450 | $600.6 萬 | 1.18% | +17,450 | 新進 |
| Equitable Trust Co | 15,271 | $597.3 萬 | 0.38% | +250+1.7% | 加碼 |
| Burney Co | 15,267 | $597.1 萬 | 0.21% | −663−4.2% | 減碼 |
| Studio Investment Management LLC | 15,254 | $596.6 萬 | 1.25% | −315−2.0% | 減碼 |
| Geneos Wealth Management Inc. | 15,246 | $596.3 萬 | 0.23% | +285+1.9% | 加碼 |
| Goelzer Investment Management, Inc. | 15,244 | $596.2 萬 | 0.33% | −153−1.0% | 減碼 |
| GAM Holding AG | 15,230 | $595.7 萬 | 0.47% | +1,272+9.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 15,223 | $595.4 萬 | 0.57% | +404+2.7% | 加碼 |
| Alberta Investment Management Corp | 15,200 | $594.5 萬 | 0.05% | +5,500+56.7% | 加碼 |
| Blackston Financial Advisory Group, LLC | 15,100 | $590.6 萬 | 3.05% | +91+0.6% | 加碼 |
| Richard Bernstein Advisors LLC | 15,072 | $589.5 萬 | 0.13% | 00.0% | 不變 |
| RBF Capital, LLC | 15,000 | $586.7 萬 | 0.30% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $586.7 萬 | 1.27% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 14,999 | $586.6 萬 | 0.27% | +1,251+9.1% | 加碼 |
| Fifth Third Wealth Advisors LLC | 14,959 | $585.1 萬 | 0.36% | +3,148+26.7% | 加碼 |
| Monument Capital Management | 14,882 | $582.1 萬 | 1.61% | +106+0.7% | 加碼 |
| Tower View Investment Management & Research LLC | 14,861 | $581.2 萬 | 3.18% | −155−1.0% | 減碼 |
| Malaga Cove Capital, LLC | 14,826 | $579.9 萬 | 2.33% | −121−0.8% | 減碼 |
| Chicago Capital, LLC | 14,756 | $577.2 萬 | 0.16% | −26−0.2% | 減碼 |
| Equitable Holdings, Inc. | 14,708 | $575.3 萬 | 0.06% | −2,515−14.6% | 減碼 |
| Bank of Hawaii | 14,698 | $574.9 萬 | 0.24% | −1,042−6.6% | 減碼 |
| Sandy Spring Bank | 14,685 | $574.3 萬 | 0.24% | +197+1.4% | 加碼 |
| Mathes Company, Inc. | 14,624 | $572.0 萬 | 2.02% | −2,059−12.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 14,616 | $571.7 萬 | 0.16% | +685+4.9% | 加碼 |
| Plato Investment Management Ltd | 14,594 | $570.2 萬 | 0.46% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 14,551 | $569.1 萬 | 0.11% | −59−0.4% | 減碼 |
| Covington Investment Advisors Inc. | 14,545 | $568.9 萬 | 0.86% | +220+1.5% | 加碼 |
| Guyasuta Investment Advisors Inc | 14,447 | $565.1 萬 | 0.35% | −165−1.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,357 | $561.5 萬 | 0.39% | −1,417−9.0% | 減碼 |
| Robbins Farley LLC | 14,357 | $561.5 萬 | 2.83% | −881−5.8% | 減碼 |
| FRG Family Wealth Advisors LLC | 14,324 | $560.2 萬 | 1.00% | −300−2.1% | 減碼 |
| Eastern Bank | 14,267 | $558.0 萬 | 0.10% | +10,187+249.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 14,252 | $557.4 萬 | 1.30% | −130−0.9% | 減碼 |
| Financial Advocates Investment Management | 14,245 | $557.1 萬 | 0.32% | −1,469−9.3% | 減碼 |
| Leavell Investment Management, Inc. | 14,178 | $554.5 萬 | 0.28% | +2,256+18.9% | 加碼 |
| Wright Investors Service Inc | 14,119 | $552.2 萬 | 1.45% | −23−0.2% | 減碼 |
| Paloma Partners Management Co | 14,083 | $550.8 萬 | 0.29% | −2,517−15.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 14,027 | $548.6 萬 | 0.20% | −4,236−23.2% | 減碼 |
| International Assets Investment Management, LLC | 2,136,667 | $546.3 萬 | 0.03% | +2,131,276+39,534.0% | 加碼 |
| Terry L. Blaker | 13,960 | $546.0 萬 | 0.21% | +10+0.1% | 加碼 |
| Pflug Koory, LLC | 13,958 | $545.9 萬 | 2.68% | +13,958 | 新進 |
| Hallmark Capital Management Inc | 13,950 | $545.6 萬 | 0.40% | −145−1.0% | 減碼 |
| Arrow Financial Corp | 13,931 | $544.9 萬 | 0.50% | +47+0.3% | 加碼 |
| Citizens Financial Group Inc | 13,902 | $543.7 萬 | 0.11% | +4,181+43.0% | 加碼 |
| Altrius Capital Management Inc | 13,840 | $541.3 萬 | 1.36% | +68+0.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 13,808 | $540.0 萬 | 0.19% | −57−0.4% | 減碼 |
| Prudential PLC | 13,751 | $537.8 萬 | 0.03% | +3,418+33.1% | 加碼 |
| Nikko Asset Management Americas, Inc. | 13,740 | $537.4 萬 | 0.06% | −887−6.1% | 減碼 |
| IronBridge Private Wealth, LLC | 13,728 | $536.9 萬 | 2.01% | +73+0.5% | 加碼 |
| Seascape Capital Management | 13,628 | $533.0 萬 | 1.90% | −377−2.7% | 減碼 |
| Webster Bank, N. A. | 13,619 | $532.7 萬 | 0.57% | −541−3.8% | 減碼 |
| StoneX Group Inc. | 13,585 | $531.3 萬 | 0.39% | −717−5.0% | 減碼 |
| Resolute Wealth Strategies, LLC | 13,562 | $530.4 萬 | 2.76% | −1,335−9.0% | 減碼 |
| IHT Wealth Management, LLC | 13,532 | $529.8 萬 | 0.15% | +2,626+24.1% | 加碼 |
| Blue Edge Capital, LLC | 13,506 | $528.2 萬 | 0.82% | +499+3.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,467 | $526.7 萬 | 0.23% | +426+3.3% | 加碼 |