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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。

2023 年第 2 季與 2023 年第 1 季比較

持有 Caterpillar Inc 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

CAT 的 13F 持有人：2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數2,284202,329+65
股數3.90 億16.9 萬3.59 億−3,114 萬 (−8.0%)
市值$826.2 億$3,859 萬$880.0 億+$54.2 億 (+6.6%)

20 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（175 家）

2023 年第 2 季季末持有 Caterpillar Inc、2023 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 175 家。

2023 年第 2 季新進 CAT 的機構
機構股數市值佔組合 %
Wolverine Trading, LLC56,000$1,368 萬0.18%
Fullerton Fund Management Co Ltd.54,995$1,353 萬0.95%
Winslow Capital Management, LLC47,260$1,163 萬0.05%
ExodusPoint Capital Management, LP45,082$1,109 萬0.13%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD39,368$964.7 萬0.69%
Strategic Global Advisors, LLC34,952$860.0 萬1.32%
Simplex Trading, LLC26,254$645.9 萬0.27%
United Capital Management of KS, Inc.25,748$633.5 萬2.03%
Employees Provident Fund Board22,600$556.1 萬0.13%
L & S Advisors Inc21,384$526.2 萬0.70%
EA Series Trust19,186$472.1 萬0.17%
iA Global Asset Management Inc.17,780$437.5 萬0.12%
Mathes Company, Inc.17,668$434.7 萬1.90%
Keeler Thomas Management LLC16,997$418.2 萬1.69%
Bridgewater Associates, LP15,761$387.8 萬0.02%
Kingswood Wealth Advisors, LLC15,141$372.6 萬1.19%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD13,932$341.4 萬0.70%
Genus Capital Management Inc.13,664$336.2 萬0.49%
IronBridge Private Wealth, LLC13,486$331.8 萬1.87%
Quantitative Investment Management, LLC11,557$284.3 萬0.27%
Regency Capital Management Inc.11,087$272.8 萬2.37%
Ergoteles LLC10,758$264.7 萬0.13%
Geneva Partners, LLC9,811$241.4 萬1.57%
Legacy Financial Strategies, LLC9,423$231.9 萬0.78%
CoreCap Advisors, LLC8,476$208.6 萬0.15%
Slagle Financial, LLC8,311$204.5 萬1.27%
Exchange Bank7,846$193.1 萬1.87%
Probity Advisors, Inc.7,059$173.7 萬0.38%
Nemes Rush Group LLC6,864$168.9 萬0.30%
St Germain D J Co Inc6,668$164.1 萬0.09%
Quantamental Technologies LLC6,300$155.0 萬0.65%
HBK Investments L P6,222$153.1 萬0.05%
Portside Wealth Group, LLC6,041$148.7 萬0.28%
Bridgeway Capital Management, LLC5,940$146.2 萬0.03%
WBI Investments5,815$143.1 萬0.26%
Pine Valley Investments Ltd Liability Co5,644$138.9 萬0.14%
Eagle Rock Investment Company, LLC5,323$137.0 萬0.29%
Dynamic Technology Lab Private Ltd5,360$131.9 萬0.17%
Solidarilty Wealth, LLC4,774$117.5 萬0.48%
InTrack Investment Management Inc4,655$114.5 萬0.94%
Duality Advisers, LP4,447$109.4 萬0.14%
Maverick Capital Ltd大師Maverick 資本4,148$102.1 萬0.02%
Sciencast Management LP4,012$99.0 萬0.81%
Paloma Partners Management Co4,015$98.8 萬0.23%
UniSuper Management Pty Ltd3,800$93.5 萬0.01%
First Citizens Financial Corp3,795$93.4 萬0.63%
Golden State Equity Partners3,326$92.3 萬0.26%
ORG Partners LLC3,610$89.1 萬0.14%
Maven Securities LTD3,609$88.8 萬0.13%
Caxton Associates LP3,595$88.5 萬0.13%
Jump Financial, LLC3,049$75.0 萬0.03%
AM Squared Ltd3,000$73.8 萬0.84%
Sherbrooke Park Advisers LLC2,800$68.9 萬0.36%
Eqis Capital Management, Inc.2,553$62.8 萬0.07%
GTS Securities LLC2,539$62.5 萬0.02%
Landscape Capital Management, L.L.C.2,421$59.6 萬0.08%
Opal Wealth Advisors, LLC2,359$58.0 萬0.29%
WFA of San Diego, LLC2,318$57.0 萬0.56%
XTX Topco Ltd2,304$56.7 萬0.10%
CTC LLC2,180$53.6 萬0.01%
Morningstar Investment Management LLC2,107$51.8 萬0.07%
Bayesian Capital Management, LP2,000$49.2 萬0.05%
Obsidian Personal Planning Solutions LLC1,910$47.0 萬0.58%
VisionPoint Advisory Group, LLC1,790$44.0 萬0.18%
Advisory Research Inc1,756$43.2 萬0.06%
Arcataur Capital Management LLC1,754$43.2 萬0.18%
Capital Markets Trading UK LLP1,751$43.1 萬0.32%
Contravisory Investment Management, Inc.1,700$41.8 萬0.11%
Telemus Capital, LLC1,678$41.3 萬0.03%
Union Savings Bank1,534$40.7 萬0.24%
Audent Global Asset Management, LLC1,644$40.5 萬0.48%
Vertex Planning Partners, LLC1,630$40.1 萬0.14%
Summit Global Investments1,624$40.0 萬0.03%
Armstrong, Fleming & Moore, Inc1,621$39.9 萬0.37%
ISAM Funds (UK) Ltd1,617$39.8 萬0.36%
Mirador Capital Partners LP1,555$38.3 萬0.09%
West Family Investments, Inc.1,539$37.9 萬0.15%
Davis Investment Partners, LLC1,421$37.1 萬0.18%
Lazari Capital Management, Inc.1,502$37.0 萬0.21%
Fox Run Management, L.L.C.1,451$35.7 萬0.10%
Invesco, LLC1,448$35.6 萬0.18%
GFG Capital, LLC1,428$35.1 萬0.07%
Benedetti & Gucer, Inc.1,366$33.6 萬0.17%
TFB Advisors LLC1,357$33.4 萬0.15%
Sendero Wealth Management, LLC1,344$33.1 萬0.07%
HBW Advisory Services LLC1,312$32.3 萬0.07%
Petix & Botte Co1,312$32.3 萬0.10%
LFA - Lugano Financial Advisors SA1,250$30.8 萬0.20%
Selective Wealth Management, Inc.1,231$30.6 萬0.15%
TCG Advisory Services, LLC1,242$30.6 萬0.05%
Cordatus Wealth Management LLC1,235$30.4 萬0.11%
Boston Trust Walden Corp1,234$30.4 萬0.00%
Next Level Private LLC1,220$30.4 萬0.20%
Marotta Asset Management1,192$29.3 萬0.07%
Meridian Financial Partners LLC1,106$28.9 萬0.17%
Charles Schwab Investment Advisory, Inc.1,170$28.8 萬0.00%
Edmp, Inc.1,164$28.6 萬0.27%
Corundum Trust Company, INC1,141$28.1 萬0.77%
Financial Advisors, LLC1,130$27.8 萬0.07%
Investment Advisory Services Inc1,085$26.7 萬0.11%

清倉機構（110 家）

2023 年第 1 季季末持有 Caterpillar Inc、2023 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 110 家。

2023 年第 2 季清倉 CAT 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Hudson Bay Capital Management LP750,000$1.72 億
First Republic Investment Management, Inc.426,780$9,766 萬
Laurion Capital Management LP178,597$4,087 萬
Healthcare of Ontario Pension Plan Trust Fund152,081$3,480 萬
Chiron Investment Management, LLC122,640$2,806 萬
Jupiter Asset Management Ltd90,752$2,076 萬
Capital Fund Management S.A.89,196$2,041 萬
Two Sigma Investments, LP88,513$2,026 萬
Ariose Capital Management Ltd54,000$1,236 萬
Capula Management Ltd42,994$983.9 萬
Aquatic Capital Management LLC42,200$965.7 萬
Marvin & Palmer Associates Inc40,427$925.1 萬
Tudor Investment Corp Et Al39,401$901.7 萬
Point72 Middle East FZE35,461$811.5 萬
Cartenna Capital, LP25,000$572.1 萬
Caas Capital Management LP22,270$509.6 萬
Pearl River Capital, LLC21,308$487.6 萬
Virtu Financial LLC16,680$381.7 萬
Occudo Quantitative Strategies LP14,471$331.2 萬
Boothbay Fund Management, LLC14,084$322.3 萬
Brendel Financial Advisors LLC13,641$312.2 萬
Readystate Asset Management LP13,080$299.3 萬
Twinbeech Capital LP11,230$257.0 萬
Banque Pictet & Cie SA10,391$237.8 萬
Radnor Capital Management, LLC10,326$236.3 萬
Symmetry Investments LP10,032$229.6 萬
Seven Eight Capital, LP8,584$196.4 萬
Nippon Life Global Investors Americas, Inc.7,820$179.0 萬
Natixis7,091$162.3 萬
Patton Fund Management, Inc.7,090$162.2 萬
Redwood Investment Management, LLC7,083$162.1 萬
Industrial Alliance Investment Management Inc.6,055$138.6 萬
Dorsey Wright & Associates5,858$134.1 萬
Granite Investment Partners, LLC5,702$130.5 萬
Wolff Financial Management LLC5,130$117.4 萬
B.O.S.S. Retirement Advisors, LLC4,714$107.9 萬
Next Century Growth Investors LLC4,466$102.2 萬
Old West Investment Management, LLC4,458$102.0 萬
Veracity Capital LLC4,332$99.1 萬
Axq Capital, LP3,900$89.2 萬
BFSG, LLC3,799$86.9 萬
Verition Fund Management LLC3,643$83.4 萬
Oak Thistle LLC3,232$74.0 萬
Delta Financial Group, Inc.3,147$72.0 萬
Grandview Asset Management LLC2,966$67.9 萬
RIA Advisory Group LLC2,809$64.3 萬
Verity & Verity, LLC2,785$63.7 萬
Blueshift Asset Management, LLC2,694$61.6 萬
Marex Group plc2,550$58.4 萬
IFG Advisory, LLC2,462$56.3 萬
Lombard Odier Asset Management (USA) Corp2,382$54.5 萬
Blueprint Investment Partners LLC2,306$52.8 萬
Financial Consulate, Inc2,100$48.1 萬
Colony Family Offices, LLC1,971$45.1 萬
North Point Portfolio Managers Corp1,816$41.6 萬
Journey Strategic Wealth LLC1,811$41.5 萬
LMR Partners LLP1,778$40.7 萬
BigSur Wealth Management LLC1,710$39.1 萬
Petrus Trust Company, LTA1,680$38.4 萬
QCM Cayman, Ltd.1,554$35.6 萬
Krilogy Financial LLC1,512$34.6 萬
Peddock Capital Advisors, LLC1,470$33.6 萬
Van Eck Associates Corp1,405$32.2 萬
Crescent Grove Advisors, LLC1,359$31.1 萬
OneAscent Wealth Management LLC1,324$30.3 萬
Asset Allocation & Management Company, LLC1,313$30.0 萬
Delphia (USA) Inc.1,266$29.0 萬
Compass Financial Advisors LLC1,228$28.1 萬
Polaris Wealth Advisory Group, LLC1,133$25.9 萬
Bridgefront Capital, LLC1,098$25.1 萬
LifePro Asset Management1,043$25.0 萬
MQS Management LLC1,077$24.6 萬
Cutler Group LP1,067$24.4 萬
Lifestyle Asset Management, Inc.1,053$24.1 萬
Halbert Hargrove Global Advisors, LLC1,041$23.8 萬
Centennial Wealth Advisory LLC1,035$23.7 萬
Accuvest Global Advisors1,030$23.6 萬
HFR Wealth Management, LLC1,000$22.9 萬
Quattro Financial Advisors LLC1,000$22.9 萬
Phocas Financial Corp.995$22.8 萬
Community Trust & Investment Co981$22.4 萬
Shorepoint Capital Partners LLC955$21.8 萬
One Capital Management, LLC937$21.4 萬
First Interstate Bank932$21.3 萬
Green Harvest Asset Management LLC925$21.2 萬
CFO4Life Group, LLC910$20.8 萬
One Charles Private Wealth Services, LLC897$20.5 萬
Jmac Enterprises LLC875$20.0 萬
Sageworth Trust Co750$17.2 萬
Old North State Trust, LLC460$10.5 萬
Ellevest, Inc.371$8.49 萬
Kapitalo Investimentos Ltda364$8.33 萬
Strategic Investment Solutions, Inc.321$7.34 萬
Headlands Technologies LLC275$6.29 萬
Financial Connections Group, Inc.207$4.70 萬
MBM Wealth Consultants, LLC176$4.00 萬
Koesten, Hirschmann & Crabtree, INC.162$3.71 萬
Milestone Investment Advisors LLC160$3.66 萬
Pointe Capital Management LLC160$3.66 萬
Schubert & Co106$2.43 萬

尚未申報 2023 年第 2 季的機構（20 家）

2023 年第 1 季季末持有 Caterpillar Inc、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 1 季持有 CAT、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Avalon Investment & Advisory53,060$1,214 萬
LeJeune Puetz Investment Counsel LLC17,312$396.2 萬
Stillwater Investment Management, LLC17,261$395.0 萬
Stonnington Group, LLC16,229$359.8 萬
Investment Management of Virginia LLC14,086$322.3 萬
Old Port Advisors8,669$191.2 萬
Ibex Wealth Advisors7,749$177.3 萬
Parsec Financial Management, Inc.6,701$153.3 萬
Barber Financial Group, Inc.5,595$128.0 萬
Kula Investments, LLC5,514$126.2 萬
HighTower Trust Services, LTA5,514$125.2 萬
SS&H Financial Advisors, Inc.3,625$83.0 萬
Householder Group Estate & Retirement Specialist, LLC2,107$48.2 萬
Asset Management Corp1,432$32.8 萬
True Capital Management1,170$26.8 萬
Cerro Pacific Wealth Advisors LLC925$21.2 萬
Fidelity D & D Bancorp Inc576$21.1 萬
Ahrens Investment Partners LLC821$18.8 萬
Pathway Financial Advisers, LLC544$12.5 萬
Baldrige Asset Management LLC250$5.70 萬