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 13F 持有人
Caterpillar Inc 在 2023/6/30 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
- 2,329
- 較 2023 年第 1 季 +65 家
- 持有股數
- 3.59 億
- 較 2023 年第 1 季 −3,114 萬 (−8.0%)
- 總市值
- $880.0 億
- 較 2023 年第 1 季 +$54.2 億 (+6.6%)
- 新進機構
- 175
- 另有 935 家加碼
- 清倉機構
- 110
- 另有 860 家減碼
另有 20 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 2,646 | $65.1 萬 | 0.15% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 2,653 | $65.3 萬 | 0.09% | +139+5.5% | 加碼 |
| Beverly Hills Private Wealth, LLC | 2,367 | $65.4 萬 | 0.11% | +204+9.4% | 加碼 |
| Ancora Advisors, LLC | 2,660 | $65.5 萬 | 0.02% | +10+0.4% | 加碼 |
| ICA Group Wealth Management, LLC | 2,670 | $65.7 萬 | 0.16% | −9,697−78.4% | 減碼 |
| Well Done, LLC | 2,671 | $65.7 萬 | 0.14% | −158−5.6% | 減碼 |
| MONECO Advisors, LLC | 2,678 | $65.9 萬 | 0.18% | −6−0.2% | 減碼 |
| Burke & Herbert Bank & Trust Co | 2,679 | $65.9 萬 | 0.45% | −1,561−36.8% | 減碼 |
| Cape Cod Five Cents Savings Bank | 2,682 | $66.0 萬 | 0.07% | −88−3.2% | 減碼 |
| Weil Company, Inc. | 2,683 | $66.0 萬 | 0.29% | +1,261+88.7% | 加碼 |
| Fernwood Investment Management, LLC | 2,683 | $66.0 萬 | 0.23% | −149−5.3% | 減碼 |
| Pine Haven Investment Counsel, Inc | 2,685 | $66.1 萬 | 0.66% | −51−1.9% | 減碼 |
| Appleton Partners Inc | 2,685 | $66.1 萬 | 0.06% | 00.0% | 不變 |
| Lakewood Asset Management LLC | 2,697 | $66.3 萬 | 0.52% | +9+0.3% | 加碼 |
| Waycross Partners, LLC | 2,700 | $66.4 萬 | 0.14% | 00.0% | 不變 |
| Tilt Investment Management Holdings, PBC | 2,705 | $66.6 萬 | 0.44% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2,707 | $66.6 萬 | 0.10% | +17+0.6% | 加碼 |
| Bessemer Securities LLC | 2,708 | $66.6 萬 | 0.44% | −1,895−41.2% | 減碼 |
| Means Investment Co., Inc. | 2,708 | $66.6 萬 | 0.11% | +919+51.4% | 加碼 |
| Sentinus, LLC | 2,710 | $66.7 萬 | 0.21% | −29−1.1% | 減碼 |
| Corundum Group, Inc. | 2,713 | $66.8 萬 | 0.33% | −2,458−47.5% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 2,715 | $66.8 萬 | 0.15% | +166+6.5% | 加碼 |
| Live Oak Investment Partners | – | $66.8 萬 | 0.56% | – | – |
| Hamel Associates, Inc. | 2,715 | $66.8 萬 | 0.23% | −4,500−62.4% | 減碼 |
| Joel Isaacson & Co., LLC | 2,727 | $67.1 萬 | 0.04% | +2+0.1% | 加碼 |
| Kaizen Financial Strategies | 2,646 | $67.1 萬 | 0.57% | −7−0.3% | 減碼 |
| Desjardins Global Asset Management Inc. | 2,729 | $67.1 萬 | 0.08% | +92+3.5% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,631 | $67.3 萬 | 0.26% | +330+14.3% | 加碼 |
| Fulton Breakefield Broenniman LLC | 2,739 | $67.4 萬 | 0.06% | +3+0.1% | 加碼 |
| Key Financial Inc | 2,742 | $67.5 萬 | 0.22% | +17+0.6% | 加碼 |
| First Command Bank | 2,743 | $67.5 萬 | 0.06% | −300−9.9% | 減碼 |
| First Command Financial Services, Inc. | 2,743 | $67.5 萬 | 0.06% | −300−9.9% | 減碼 |
| Grimes & Company, Inc. | 2,747 | $67.6 萬 | 0.02% | −1,420−34.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 2,754 | $67.8 萬 | 0.04% | −3,660−57.1% | 減碼 |
| MPS Loria Financial Planners, LLC | 2,756 | $67.8 萬 | 0.25% | −100−3.5% | 減碼 |
| Windsor Capital Management, LLC | 2,758 | $67.9 萬 | 0.22% | −60−2.1% | 減碼 |
| Capstone Financial Advisors, Inc. | 2,772 | $68.2 萬 | 0.05% | +18+0.7% | 加碼 |
| Redwood Wealth Management Group, LLC | 2,776 | $68.3 萬 | 0.76% | +115+4.3% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 2,777 | $68.3 萬 | 0.53% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 2,796 | $68.8 萬 | 0.12% | −436−13.5% | 減碼 |
| Aspiriant, LLC | 2,796 | $68.8 萬 | 0.03% | +6+0.2% | 加碼 |
| Wealthspan Partners, LLC | 2,797 | $68.8 萬 | 0.54% | −60−2.1% | 減碼 |
| Peavine Capital, LLC | 2,800 | $68.9 萬 | 0.16% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 2,800 | $68.9 萬 | 0.36% | +2,800 | 新進 |
| Tompkins Financial Corp | 2,804 | $69.0 萬 | 0.11% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,804 | $69.0 萬 | 0.09% | +3+0.1% | 加碼 |
| Kozak & Associates, Inc. | 2,795 | $69.1 萬 | 0.28% | +10.0% | 加碼 |
| Disciplined Equity Management, Inc. | 2,810 | $69.1 萬 | 0.56% | −38−1.3% | 減碼 |
| CVA Family Office, LLC | 2,813 | $69.2 萬 | 0.15% | +193+7.4% | 加碼 |
| Keel Point, LLC | 2,815 | $69.3 萬 | 0.09% | +116+4.3% | 加碼 |
| USA Financial Portformulas Corp | 2,817 | $69.3 萬 | 1.06% | −506−15.2% | 減碼 |
| Berkshire Asset Management LLC | 2,831 | $69.7 萬 | 0.04% | −138−4.6% | 減碼 |
| Girard Partners Ltd. | 2,838 | $69.8 萬 | 0.07% | −122−4.1% | 減碼 |
| Wayfinding Financial, LLC | 2,685 | $69.9 萬 | 0.49% | +73+2.8% | 加碼 |
| Mechanics Financial Corp | 2,845 | $70.0 萬 | 0.38% | +545+23.7% | 加碼 |
| One River Asset Management, LLC | 2,863 | $70.1 萬 | 0.56% | +1,296+82.7% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,541 | $70.2 萬 | 0.31% | −15−0.6% | 減碼 |
| Abacus Planning Group, Inc. | 2,855 | $70.3 萬 | 0.17% | +10.0% | 加碼 |
| Ballast, Inc. | 2,865 | $70.5 萬 | 0.27% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 2,870 | $70.6 萬 | 0.07% | +10+0.3% | 加碼 |
| Mendel Money Management | 2,870 | $70.6 萬 | 0.36% | +198+7.4% | 加碼 |
| Prostatis Group LLC | 664,167 | $70.6 萬 | 0.33% | +661,180+22,135.3% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,885 | $71.0 萬 | 0.08% | +824+40.0% | 加碼 |
| Somerville Kurt F | 2,890 | $71.1 萬 | 0.14% | −25−0.9% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,890 | $71.1 萬 | 0.16% | +7+0.2% | 加碼 |
| Ted Buchan & Co | 2,896 | $71.3 萬 | 0.55% | +469+19.3% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,914 | $71.7 萬 | 0.16% | +94+3.3% | 加碼 |
| Stiles Financial Services Inc | 2,928 | $72.0 萬 | 0.36% | −71−2.4% | 減碼 |
| Texas Yale Capital Corp. | 2,931 | $72.1 萬 | 0.03% | −75−2.5% | 減碼 |
| BFT Financial Group, LLC | 2,932 | $72.1 萬 | 0.08% | +23+0.8% | 加碼 |
| CIC Wealth, LLC | 2,937 | $72.3 萬 | 0.25% | +10.0% | 加碼 |
| Financial Management Network Inc | 2,927 | $72.4 萬 | 0.25% | +3+0.1% | 加碼 |
| Fidelis Capital Partners, LLC | 2,945 | $72.5 萬 | 0.26% | +35+1.2% | 加碼 |
| Bath Savings Trust Co | 2,950 | $72.6 萬 | 0.08% | +591+25.1% | 加碼 |
| Harfst & Associates, Inc. | 2,954 | $72.7 萬 | 0.19% | 00.0% | 不變 |
| Buckingham Strategic Partners | 2,960 | $72.8 萬 | 0.04% | +678+29.7% | 加碼 |
| Lion Street Advisors, LLC | 3,577 | $73.0 萬 | 0.25% | +596+20.0% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,961 | $73.0 萬 | 0.54% | −15−0.5% | 減碼 |
| PrairieView Partners, LLC | 2,971 | $73.1 萬 | 0.10% | +230+8.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 2,974 | $73.2 萬 | 0.47% | +171+6.1% | 加碼 |
| HCR Wealth Advisors | 2,983 | $73.4 萬 | 0.14% | +10.0% | 加碼 |
| CX Institutional | 2,983 | $73.4 萬 | 0.04% | +39+1.3% | 加碼 |
| Raleigh Capital Management Inc. | 2,985 | $73.4 萬 | 0.37% | −90−2.9% | 減碼 |
| Benin Management CORP | 2,986 | $73.5 萬 | 0.26% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 2,992 | $73.6 萬 | 0.60% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $73.8 萬 | 0.26% | 00.0% | 不變 |
| AM Squared Ltd | 3,000 | $73.8 萬 | 0.84% | +3,000 | 新進 |
| Carnegie Capital Asset Management, LLC | 3,012 | $74.1 萬 | 0.03% | −334−10.0% | 減碼 |
| Toth Financial Advisory Corp | 3,017 | $74.2 萬 | 0.11% | −18−0.6% | 減碼 |
| StrategIQ Financial Group, LLC | 3,019 | $74.3 萬 | 0.08% | +120+4.1% | 加碼 |
| Menard Financial Group LLC | 3,037 | $74.7 萬 | 1.54% | −865−22.2% | 減碼 |
| Cooper Financial Group | 3,037 | $74.7 萬 | 0.19% | −513−14.5% | 減碼 |
| V-Square Quantitative Management LLC | 3,040 | $74.8 萬 | 0.55% | −213−6.5% | 減碼 |
| Y.D. More Investments Ltd | 3,044 | $74.8 萬 | 0.19% | +578+23.4% | 加碼 |
| Geller Advisors LLC | 3,046 | $74.9 萬 | 0.09% | +1,027+50.9% | 加碼 |
| Jump Financial, LLC | 3,049 | $75.0 萬 | 0.03% | +3,049 | 新進 |
| Cornerstone Wealth Management, LLC | 3,052 | $75.1 萬 | 0.07% | +232+8.2% | 加碼 |
| NVWM, LLC | 3,059 | $75.3 萬 | 0.24% | +10.0% | 加碼 |
| Horizon Wealth Management, LLC | 3,063 | $75.4 萬 | 0.30% | +7+0.2% | 加碼 |
| Sutton Wealth Advisors Inc. | 3,066 | $75.4 萬 | 0.37% | −117−3.7% | 減碼 |