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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 13,443 | $525.8 萬 | 0.42% | +320+2.4% | 加碼 |
| Sowell Financial Services LLC | 13,424 | $525.0 萬 | 0.24% | −26−0.2% | 減碼 |
| Bailard, Inc. | 13,360 | $522.5 萬 | 0.14% | −75−0.6% | 減碼 |
| Reliant Investment Management, LLC | 13,360 | $522.5 萬 | 2.46% | +223+1.7% | 加碼 |
| Anchor Investment Management, LLC | 13,317 | $520.8 萬 | 0.49% | +376+2.9% | 加碼 |
| Ledyard National Bank | 13,283 | $519.5 萬 | 0.48% | +179+1.4% | 加碼 |
| Brown Brothers Harriman & Co | 13,250 | $518.2 萬 | 0.04% | +3,142+31.1% | 加碼 |
| Leuthold Group, LLC | 13,229 | $517.4 萬 | 0.58% | −504−3.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 13,165 | $514.9 萬 | 0.17% | −138−1.0% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 13,160 | $514.7 萬 | 1.66% | −203−1.5% | 減碼 |
| Good Life Advisors, LLC | 13,108 | $512.6 萬 | 0.32% | +6,753+106.3% | 加碼 |
| Viewpoint Capital Management LLC | 13,095 | $512.1 萬 | 2.86% | +310+2.4% | 加碼 |
| Transform Wealth, LLC | 13,006 | $508.7 萬 | 0.34% | +5,560+74.7% | 加碼 |
| Kinneret Advisory, LLC | 12,990 | $508.1 萬 | 0.47% | −170−1.3% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 12,987 | $508.0 萬 | 0.96% | −2,578−16.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 12,985 | $507.9 萬 | 0.33% | +201+1.6% | 加碼 |
| CAPROCK Group, Inc. | 12,937 | $506.0 萬 | 0.18% | +1,661+14.7% | 加碼 |
| Ambassador Advisors, LLC | 12,896 | $504.4 萬 | 0.88% | −487−3.6% | 減碼 |
| Liberty One Investment Management, LLC | 12,785 | $500.0 萬 | 0.51% | +579+4.7% | 加碼 |
| Trust Co of Vermont | 12,745 | $498.5 萬 | 0.25% | −204−1.6% | 減碼 |
| Stonebridge Capital Management Inc | 12,722 | $497.6 萬 | 1.98% | 00.0% | 不變 |
| Iowa State Bank | 12,706 | $497.0 萬 | 1.02% | −120−0.9% | 減碼 |
| Gouws Capital LLC | 12,657 | $495.0 萬 | 3.34% | +1,110+9.6% | 加碼 |
| DT Investment Partners, LLC | 12,654 | $494.9 萬 | 0.40% | +97+0.8% | 加碼 |
| Hayek Kallen Investment Management | 12,619 | $493.5 萬 | 1.75% | −78−0.6% | 減碼 |
| Weiss Asset Management LP | 12,601 | $492.9 萬 | 0.13% | −19,264−60.5% | 減碼 |
| Azimuth Capital Investment Management LLC | 12,550 | $490.9 萬 | 0.19% | +590+4.9% | 加碼 |
| Ogorek Anthony Joseph | 12,541 | $490.5 萬 | 1.68% | +81+0.7% | 加碼 |
| Plimoth Trust Co LLC | 12,529 | $490.0 萬 | 1.23% | −183−1.4% | 減碼 |
| Jacobi Capital Management LLC | 12,517 | $489.6 萬 | 0.37% | +310+2.5% | 加碼 |
| Barbara Oil Co. | 12,500 | $488.9 萬 | 2.00% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 12,499 | $488.8 萬 | 0.05% | +1,155+10.2% | 加碼 |
| Applied Capital LLC | 12,466 | $487.6 萬 | 3.80% | −45−0.4% | 減碼 |
| Vista Investment Partners LLC | 12,365 | $483.6 萬 | 1.55% | +42+0.3% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 12,347 | $482.9 萬 | 0.79% | −17−0.1% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 12,334 | $482.4 萬 | 1.04% | +386+3.2% | 加碼 |
| Wetherby Asset Management Inc | 12,311 | $481.5 萬 | 0.22% | −783−6.0% | 減碼 |
| North Star Investment Management Corp. | 12,306 | $481.3 萬 | 0.33% | +8+0.1% | 加碼 |
| Old National Bancorp | 12,242 | $478.8 萬 | 0.11% | −2,390−16.3% | 減碼 |
| Sapient Capital LLC | 12,213 | $477.7 萬 | 0.10% | +23+0.2% | 加碼 |
| Mather Group, LLC. | 12,168 | $475.9 萬 | 0.06% | −12,824−51.3% | 減碼 |
| Essex Financial Services, Inc. | 12,189 | $473.5 萬 | 0.34% | −3,546−22.5% | 減碼 |
| Seizert Capital Partners, LLC | 12,084 | $472.6 萬 | 0.21% | +2,870+31.1% | 加碼 |
| Modus Advisors, LLC | 12,057 | $471.6 萬 | 1.55% | +804+7.1% | 加碼 |
| Signaturefd, LLC | 12,010 | $469.7 萬 | 0.09% | −196−1.6% | 減碼 |
| Meeder Advisory Services, Inc. | 11,991 | $469.0 萬 | 0.30% | +10.0% | 加碼 |
| New Hampshire Trust | 11,803 | $461.6 萬 | 0.99% | −31−0.3% | 減碼 |
| Slow Capital, Inc. | 11,785 | $460.9 萬 | 0.71% | −123−1.0% | 減碼 |
| Kingsview Wealth Management, LLC | 11,736 | $459.0 萬 | 0.10% | +78+0.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 11,659 | $456.0 萬 | 0.31% | +31+0.3% | 加碼 |
| Eagle Asset Management Inc | 11,556 | $454.6 萬 | 0.02% | −8,444−42.2% | 減碼 |
| Providence Wealth Advisors, LLC | 11,705 | $454.5 萬 | 3.36% | +118+1.0% | 加碼 |
| Whitener Capital Management, Inc. | 11,543 | $451.5 萬 | 1.28% | −543−4.5% | 減碼 |
| Argyle Capital Management Inc. | 11,519 | $450.5 萬 | 1.79% | −423−3.5% | 減碼 |
| Spirit of America Management Corp | 11,490 | $449.4 萬 | 0.90% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 11,483 | $449.1 萬 | 0.32% | +20+0.2% | 加碼 |
| MEMBERS Trust Co | 11,468 | $448.5 萬 | 0.15% | −800−6.5% | 減碼 |
| Verition Fund Management LLC | 11,463 | $448.3 萬 | 0.03% | −3,876−25.3% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 11,454 | $448.0 萬 | 0.19% | +215+1.9% | 加碼 |
| Gladstone Institutional Advisory LLC | 11,445 | $447.6 萬 | 0.22% | +2,367+26.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 11,408 | $446.2 萬 | 0.36% | +1,650+16.9% | 加碼 |
| Stevens Capital Management LP | 11,403 | $446.0 萬 | 0.63% | +11,403 | 新進 |
| Traynor Capital Management, Inc. | 11,271 | $440.8 萬 | 0.36% | +482+4.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 11,244 | $439.8 萬 | 0.06% | +71+0.6% | 加碼 |
| MWA Asset Management | 11,239 | $439.6 萬 | 2.92% | −20−0.2% | 減碼 |
| Creative Financial Designs Inc | 11,236 | $439.5 萬 | 0.37% | −46−0.4% | 減碼 |
| Wakefield Asset Management LLLP | 11,206 | $438.3 萬 | 1.43% | −28−0.2% | 減碼 |
| OneAscent Financial Services LLC | 11,171 | $436.9 萬 | 3.14% | +11,171 | 新進 |
| Regency Capital Management Inc. | 11,152 | $436.2 萬 | 2.40% | +156+1.4% | 加碼 |
| Smith, Moore & Co. | 11,120 | $434.9 萬 | 0.42% | −161−1.4% | 減碼 |
| Money Concepts Capital Corp | 11,086 | $433.6 萬 | 0.33% | +75+0.7% | 加碼 |
| Focus Financial Network, Inc. | 11,063 | $432.7 萬 | 0.18% | −96−0.9% | 減碼 |
| Capital Investment Counsel, Inc | 11,030 | $431.4 萬 | 0.62% | −50.0% | 減碼 |
| CPA Asset Management LLC | 11,009 | $430.6 萬 | 2.08% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 10,944 | $428.0 萬 | 0.22% | −229−2.0% | 減碼 |
| Occidental Asset Management, LLC | 10,920 | $427.1 萬 | 0.69% | +589+5.7% | 加碼 |
| CWA Asset Management Group, LLC | 10,915 | $426.9 萬 | 0.23% | +10,915 | 新進 |
| Argent Financial Group, Inc. | 10,871 | $425.2 萬 | 0.50% | +10,871 | 新進 |
| Legacy Financial Strategies, LLC | 10,835 | $423.8 萬 | 0.94% | +321+3.1% | 加碼 |
| Hudson Capital Management LLC | 10,829 | $423.5 萬 | 1.35% | +479+4.6% | 加碼 |
| Whalerock Point Partners, LLC | 10,792 | $422.1 萬 | 1.00% | +50+0.5% | 加碼 |
| Ibex Wealth Advisors | 1,002 | $422.0 萬 | 1.36% | −8,493−89.4% | 減碼 |
| Asset Management Group, Inc. | 10,739 | $420.0 萬 | 0.74% | −318−2.9% | 減碼 |
| Boyd Watterson Asset Management LLC | 10,732 | $419.8 萬 | 1.15% | −50.0% | 減碼 |
| MV Capital Management, Inc. | 10,713 | $419.0 萬 | 0.44% | 00.0% | 不變 |
| Tritonpoint Wealth, LLC | 10,711 | $418.9 萬 | 0.38% | +99+0.9% | 加碼 |
| Graypoint LLC | 10,708 | $418.8 萬 | 0.27% | +118+1.1% | 加碼 |
| Vestor Capital, LLC | 10,687 | $418.0 萬 | 0.33% | +10,687 | 新進 |
| Harbor Capital Advisors, Inc. | 10,606 | $414.8 萬 | 0.18% | +78+0.7% | 加碼 |
| Trust Co of Toledo NA | 10,491 | $410.3 萬 | 0.56% | +261+2.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 10,412 | $407.2 萬 | 0.35% | +236+2.3% | 加碼 |
| Kinloch Capital, LLC | 10,335 | $404.2 萬 | 1.96% | −362−3.4% | 減碼 |
| Gluskin Sheff & Assoc Inc | 10,325 | $403.8 萬 | 0.47% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 10,315 | $403.4 萬 | 1.52% | −140−1.3% | 減碼 |
| Great Valley Advisor Group, Inc. | 10,295 | $402.7 萬 | 0.10% | −4,145−28.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,269 | $401.6 萬 | 0.84% | −45−0.4% | 減碼 |
| NorthRock Partners, LLC | 10,264 | $401.4 萬 | 0.13% | +416+4.2% | 加碼 |
| Pure Financial Advisors, Inc. | 10,258 | $401.2 萬 | 0.10% | −417−3.9% | 減碼 |
| Independent Financial Group, LLC | 10,250 | $400.9 萬 | 0.15% | +494+5.1% | 加碼 |
| Monetary Management Group Inc | 10,227 | $400.0 萬 | 1.03% | +60+0.6% | 加碼 |