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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 4 季與 2024 年第 3 季比較

持有 Caterpillar Inc 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

CAT 的 13F 持有人:2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數2,838533,010+225
股數3.44 億137.8 萬3.40 億−249.5 萬 (−0.7%)
市值$1,336 億$5.38 億$1,234 億−$97.4 億 (−7.3%)

53 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(385 家)

2024 年第 4 季季末持有 Caterpillar Inc、2024 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 385 家。

2024 年第 4 季新進 CAT 的機構
機構股數市值佔組合 %
Raymond James Financial Inc973,730$3.53 億0.13%
Universal- Beteiligungs- und Servicegesellschaft mbH300,359$1.09 億0.22%
Lansforsakringar Fondforvaltning AB (publ)180,405$6,544 萬0.37%
Aware Super Pty Ltd as trustee of Aware Super144,094$5,227 萬0.83%
Alecta Pensionsforsakring, Omsesidigt131,600$4,776 萬0.25%
BLI - Banque de Luxembourg Investments120,400$4,373 萬1.19%
Ofi Invest Asset Management116,574$4,084 萬0.96%
Parallax Volatility Advisers, L.P.98,601$3,577 萬0.79%
Adage Capital Partners GP, L.L.C.72,027$2,613 萬0.05%
Police & Firemen's Retirement System of New Jersey71,180$2,582 萬0.25%
Connor, Clark & Lunn Investment Management Ltd.56,198$2,039 萬0.09%
Generali Asset Management SPA SGR53,905$1,955 萬0.50%
Kempen Capital Management N.V.50,594$1,835 萬0.18%
Strategic Wealth Designers59,128$1,256 萬0.80%
Polar Capital Holdings Plc31,325$1,136 萬0.06%
Cadinha & Co LLC30,553$1,108 萬1.84%
Woodline Partners LP28,994$1,052 萬0.07%
Canada Post Corp Registered Pension Plan27,926$1,013 萬0.60%
New Age Alpha Advisors, LLC27,753$1,007 萬0.41%
IMC-Chicago, LLC23,644$857.7 萬0.23%
Madison Investment Advisors, LLC23,476$851.6 萬0.10%
ExodusPoint Capital Management, LP22,423$813.4 萬0.08%
Voloridge Investment Management, LLC20,803$754.6 萬0.03%
Union Bancaire Privee, UBP SA21,460$739.6 萬0.13%
Laurion Capital Management LP20,098$729.1 萬0.45%
Sagespring Wealth Partners, LLC19,539$708.8 萬0.19%
One River Asset Management, LLC18,768$681.3 萬10.20%
Groupe la Francaise14,922$593.7 萬0.15%
Cary Street Partners Financial LLC15,663$568.2 萬0.18%
Allstate Corp14,393$522.1 萬0.15%
Virtu Financial LLC14,191$514.8 萬0.27%
CCM Investment Group, LLC13,770$499.9 萬0.55%
JPL Wealth Management, LLC13,536$491.0 萬1.41%
Tema ETFs LLC13,328$483.5 萬2.01%
Generali Investments CEE, investicni spolecnost, a.s.13,300$482.5 萬0.50%
FourThought Financial Partners, LLC13,253$480.8 萬0.50%
Trajan Wealth LLC13,167$477.6 萬0.26%
Jericho Financial, LLP12,399$449.8 萬3.26%
FORA Capital, LLC12,311$446.6 萬0.51%
HITE Hedge Asset Management LLC11,177$405.5 萬0.30%
Investor's Fiduciary Advisor Network, LLC10,205$370.1 萬1.42%
Fisher Funds Management LTD10,023$364.0 萬0.09%
Heritage Trust Co9,836$356.8 萬0.42%
RFG - Bristol Wealth Advisors, LLC9,125$331.0 萬1.09%
Raiffeisen Bank International AG8,927$324.0 萬0.05%
Clune & Associates, Ltd.8,497$308.3 萬1.02%
Banque Transatlantique SA8,436$304.5 萬0.08%
Bernard Wealth Management Corp.8,336$302.4 萬1.42%
Catherine Avery Investment Management LLC8,328$302.1 萬2.67%
Fieldview Capital Management, LLC7,990$289.8 萬0.45%
Vista Investment Partners II, LLC7,435$269.7 萬1.59%
MUFG Securities Americas Inc.7,128$258.6 萬0.33%
Forefront Wealth Management Inc.6,980$253.2 萬2.33%
Boston Private Wealth LLC6,978$253.1 萬0.05%
DMKC Advisory Services, LLC6,829$247.7 萬2.25%
Capital & Planning, LLC6,724$244.0 萬1.78%
Redmond Asset Management, LLC6,661$241.6 萬0.60%
Occudo Quantitative Strategies LP6,626$240.4 萬0.43%
Mfg Wealth Management, Inc.6,363$230.8 萬2.11%
Vantage Point Financial LLC6,072$220.3 萬1.19%
Kentucky Trust Co6,053$219.6 萬1.29%
Eisler Capital Management Ltd.5,972$214.8 萬0.07%
Hager Investment Management Services, LLC5,787$209.9 萬1.31%
Victrix Investment Advisors5,761$209.0 萬1.51%
Camarda Financial Advisors, LLC5,746$208.4 萬0.78%
IronOak Wealth LLC.5,565$201.9 萬2.26%
Huntleigh Advisors, Inc.5,534$200.8 萬0.43%
Cornerstone Planning, LLC5,505$199.7 萬0.76%
IFG Advisory, LLC5,358$194.4 萬0.11%
RD Lewis Holdings, Inc.5,204$189.4 萬2.08%
IFC Advisors LLC5,153$186.9 萬0.41%
1 North Wealth Services LLC5,110$185.4 萬0.79%
Corps Capital Advisors, LLC5,046$183.0 萬1.86%
Evelyn Partners Investment Management LLP5,043$182.9 萬0.06%
Sava Infond d.o.o.5,040$182.8 萬0.32%
Stenger Family Office, LLC4,876$176.9 萬0.60%
CFC Planning Co LLC4,841$175.6 萬1.88%
BankPlus Trust Department4,813$174.6 萬0.57%
Inman Jager Wealth Management, LLC4,660$169.0 萬1.32%
Myriad Asset Management US LP4,243$153.9 萬1.03%
Fiducient Advisors LLC4,216$152.9 萬0.19%
Fire Capital Management LLC3,921$142.2 萬1.06%
ZEGA Investments, LLC3,411$139.0 萬0.41%
Roxbury Financial LLC3,346$135.9 萬1.31%
Cherokee Insurance Co3,650$132.4 萬0.60%
Richards, Merrill & Peterson, Inc.3,626$131.5 萬0.69%
SBI Securities Co., Ltd.3,595$130.4 萬0.04%
Clark & Stuart, Inc3,584$130.0 萬0.95%
Ameriflex Group, Inc.3,443$127.9 萬0.59%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,400$123.3 萬0.05%
Alexis Investment Partners, LLC3,370$122.3 萬0.60%
GKV Capital Management Co., Inc.3,330$120.8 萬0.49%
Golden State Wealth Management, LLC3,326$120.7 萬0.18%
Gsa Capital Partners LLP3,288$119.3 萬0.09%
Orca Wealth Management, LLC3,280$119.0 萬1.07%
Brucke Financial, Inc.3,158$117.3 萬1.01%
GWN Securities Inc.2,856$116.2 萬0.31%
Arrowroot Family Office, LLC3,148$114.2 萬0.59%
Vermillion Wealth Management, Inc.3,012$109.3 萬0.56%
Martel Wealth Advisors Inc3,000$108.8 萬0.21%

清倉機構(160 家)

2024 年第 3 季季末持有 Caterpillar Inc、2024 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 160 家。

2024 年第 4 季清倉 CAT 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Mn Services Vermogensbeheer B.V.196,828$7,698 萬
Jupiter Asset Management Ltd154,930$6,060 萬
Healthcare of Ontario Pension Plan Trust Fund90,000$3,520 萬
Quantitative Investment Management, LLC73,224$2,864 萬
Atalanta Sosnoff Capital, LLC57,230$2,238 萬
1832 Asset Management L.P.56,800$2,222 萬
HRT Financial LP46,548$1,821 萬
Investment Management Corp of Ontario42,845$1,676 萬
Ilmarinen Mutual Pension Insurance Co42,000$1,643 萬
Summit Trail Advisors, LLC39,784$1,556 萬
Quadrature Capital Ltd30,067$1,175 萬
Two Sigma Securities, LLC19,923$779.2 萬
AustralianSuper Pty Ltd18,550$725.5 萬
Veriti Management LLC17,898$700.0 萬
Castellan Group, LLC16,637$650.7 萬
BSN Capital Partners Ltd17,450$600.6 萬
Paloma Partners Management Co14,083$550.8 萬
Weiss Asset Management LP12,601$492.9 萬
Stevens Capital Management LP11,403$446.0 萬
Wakefield Asset Management LLLP11,206$438.3 萬
Seven Eight Capital, LP8,393$328.3 萬
Susquehanna Portfolio Strategies, LLC8,300$324.6 萬
Cohen Klingenstein LLC8,000$312.9 萬
Ontario Teachers Pension Plan Board6,649$260.1 萬
Bayesian Capital Management, LP6,159$240.9 萬
Stoneridge Investment Partners LLC6,043$236.4 萬
Graham Capital Management, L.P.5,800$226.8 萬
Lockheed Martin Investment Management Co5,200$203.4 萬
Redwood Investment Management, LLC4,635$181.3 萬
IPG Investment Advisors LLC4,603$180.0 萬
Old West Investment Management, LLC4,458$174.4 萬
Aigen Investment Management, LP4,037$157.9 萬
Northwest & Ethical Investments L.P.3,678$143.9 萬
FNY Investment Advisers, LLC3,500$136.8 萬
Donoghue Forlines LLC3,481$136.1 萬
Advanced Portfolio Management, LLC3,411$133.4 萬
Fiduciary Family Office, LLC2,952$115.5 萬
Qsemble Capital Management, LP2,870$112.3 萬
Gladius Capital Management LP2,781$108.8 萬
Epoch Investment Partners, Inc.2,597$101.6 萬
Verity Asset Management, Inc.2,560$99.2 萬
Carson Advisory Inc.2,535$99.1 萬
Morningstar Investment Services LLC2,439$95.4 萬
Park Edge Advisors, LLC2,421$94.7 萬
Elyxium Wealth, LLC2,381$93.1 萬
Bright Futures Wealth Management, LLC.2,313$87.7 萬
Lingohr & Partner Asset Management GmbH2,160$84.2 萬
Dark Forest Capital Management LP1,988$77.8 萬
Chiron Investment Management, LLC1,740$68.1 萬
Sunburst Financial Group, LLC1,549$60.6 萬
AlphaStar Capital Management, LLC1,454$56.9 萬
Householder Group Estate & Retirement Specialist, LLC1,364$53.3 萬
Calton & Associates, Inc.1,296$50.7 萬
Machina Capital S.A.S.1,231$48.1 萬
XR Securities LLC1,191$46.6 萬
Whitaker-Myers Wealth Managers, LTD.1,156$45.2 萬
Pacific Global Investment Management CO1,155$45.2 萬
Heritage Oak Wealth Advisors LLC1,118$43.7 萬
Schrum Private Wealth Management LLC1,096$42.9 萬
Selective Wealth Management, Inc.1,079$41.9 萬
Peoples Bank1,068$41.8 萬
NWF Advisory Services Inc.1,057$41.3 萬
Youngs Advisory Group, Inc.1,054$41.2 萬
MBB Public Markets I LLC900$35.2 萬
Grant/GrossMendelsohn, LLC885$34.6 萬
Per Stirling Capital Management, LLC.871$34.1 萬
S.E.E.D. Planning Group LLC860$33.6 萬
Sterling Financial Planning, Inc.841$32.9 萬
Middleton & Co Inc840$32.9 萬
Clark Asset Management, LLC811$31.7 萬
Versor Investments LP800$31.3 萬
Koss-Olinger Consulting, LLC778$30.4 萬
Barton Investment Management753$29.5 萬
Edmp, Inc.738$28.9 萬
Blake Schutter Theil Wealth Advisors, LLC720$28.2 萬
Kendall Capital Management714$27.9 萬
W.G. Shaheen & Associates DBA Whitney & Co687$26.9 萬
Willis Johnson & Associates, Inc.665$26.0 萬
Optivise Advisory Services LLC651$25.4 萬
Lokken Investment Group LLC647$25.3 萬
Swisher Financial Concepts, Inc.643$25.1 萬
Lazard Freres Gestion S.A.S.630$24.6 萬
Great Waters Wealth Management604$23.6 萬
CTC Alternative Strategies, Ltd.601$23.5 萬
Crestline Management, LP600$23.5 萬
Osher Van de Voorde Investment Management600$23.5 萬
Baugh & Associates, LLC600$23.5 萬
Altiora Financial Group, LLC598$23.4 萬
Clarity Financial LLC597$23.4 萬
Intelligence Driven Advisers, LLC593$23.2 萬
ForthRight Wealth Management, LLC584$22.8 萬
Zimmermann Investment Management & Planning LLC573$22.4 萬
Ariadne Wealth Management, LP542$22.2 萬
Sloy Dahl & Holst, LLC566$22.1 萬
Retirement Income Solutions, Inc566$22.1 萬
Peak Asset Management, LLC564$22.1 萬
WPWealth LLP560$21.9 萬
Amplius Wealth Advisors, LLC559$21.9 萬
Oxinas Partners Wealth Management LLC555$21.7 萬
Sage Rhino Capital LLC554$21.7 萬

尚未申報 2024 年第 4 季的機構(53 家)

2024 年第 3 季季末持有 Caterpillar Inc、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 3 季持有 CAT、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Raymond James & Associates608,753$2.38 億
Raymond James Financial Services Advisors, Inc.319,033$1.25 億
B. Metzler seel. Sohn & Co. Holding AG140,614$5,500 萬
SpiderRock Advisors, LLC39,685$1,552 萬
Prio Wealth Limited Partnership38,521$1,507 萬
Banque Cantonale Vaudoise27,845$1,089 萬
Chartwell Investment Partners, LLC24,946$975.7 萬
Raymond James Trust N.A.23,678$926.1 萬
Northwest Investment Counselors, LLC21,694$848.5 萬
Biechele Royce Advisors18,310$716.1 萬
Gateway Advisory, LLC17,363$679.1 萬
Eagle Asset Management Inc11,556$454.6 萬
Argent Financial Group, Inc.10,871$425.2 萬
ClariVest Asset Management LLC7,518$250.4 萬
GYL Financial Synergies, LLC5,078$198.6 萬
FinTrust Capital Advisors, LLC4,907$191.9 萬
Kowal Investment Group, LLC4,351$170.2 萬
9258 Wealth Management, LLC4,145$162.1 萬
First Trust Investment Solutions L.P.3,852$150.7 萬
Fort Pitt Capital Group, LLC3,661$143.2 萬
Zega Financial, LLC3,625$141.8 萬
CIC Wealth, LLC3,340$130.6 萬
Planning Capital Management Corp3,218$125.9 萬
Concentric Wealth Management, LLC3,075$120.3 萬
Inscription Capital, LLC2,869$112.2 萬
WFA of San Diego, LLC2,318$90.7 萬
Diversified, LLC2,181$85.3 萬
LifePro Asset Management1,978$77.4 萬
Carmichael Hill & Associates, Inc.1,941$75.9 萬
Alera Investment Advisors, LLC1,642$64.2 萬
Sweet Financial Partners, LLC1,629$63.7 萬
Sweeney & Michel, LLC1,533$60.4 萬
Waypoint Capital Advisors, LLC1,440$56.3 萬
Brophy Wealth Management, LLC1,045$40.9 萬
Susquehanna International Group Ltd.853$33.4 萬
Source Financial Advisors LLC848$33.2 萬
Bridge Advisory, LLC844$33.0 萬
Kingfisher Capital LLC778$30.4 萬
Pegasus Partners Ltd.756$29.6 萬
Fort, L.P.719$28.1 萬
Alpine Bank Wealth Management636$24.9 萬
Sage Investment Advisers LLC617$24.1 萬
Platte River Wealth Advisors, LLC605$23.7 萬
Gunn & Co Investment Management, Inc.570$22.3 萬
Quaker Wealth Management, LLC553$21.6 萬
Garrison Asset Management, LLC551$21.6 萬
M&R Capital Management Inc500$19.6 萬
First Personal Financial Services329$12.9 萬
VitalStone Financial, LLC183$7.17 萬
BBJS Financial Advisors, LLC83$3.26 萬
Annapolis Financial Services, LLC74$2.89 萬
Peterson Financial Group, Inc.8$3,229
PEAK6 Investments LLC3$1,055