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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 3,072 | $75.6 萬 | 0.04% | −198−6.1% | 減碼 |
| Washington Trust Advisors, Inc. | 3,075 | $75.7 萬 | 0.07% | 00.0% | 不變 |
| Archer Investment Corp | 3,076 | $75.7 萬 | 0.27% | +21+0.7% | 加碼 |
| American Trust | 3,080 | $75.8 萬 | 0.05% | +540+21.3% | 加碼 |
| Fortem Financial Group, LLC | 3,083 | $75.8 萬 | 0.45% | +205+7.1% | 加碼 |
| Hilltop Holdings Inc. | 3,088 | $76.0 萬 | 0.09% | +271+9.6% | 加碼 |
| Morse Asset Management, Inc | 3,089 | $76.0 萬 | 0.23% | −1,153−27.2% | 減碼 |
| Gray Wealth Management Inc. | 3,098 | $76.2 萬 | 0.38% | −54−1.7% | 減碼 |
| Magnus Financial Group LLC | 3,119 | $76.8 萬 | 0.11% | −35−1.1% | 減碼 |
| SignalPoint Asset Management, LLC | 3,120 | $76.8 萬 | 0.24% | −22−0.7% | 減碼 |
| CCG Wealth Management, LLC | 3,121 | $76.8 萬 | 0.48% | 00.0% | 不變 |
| Boston Family Office LLC | 3,121 | $76.8 萬 | 0.06% | −10.0% | 減碼 |
| Vanguard Capital Wealth Advisors | 3,122 | $76.8 萬 | 0.70% | +5+0.2% | 加碼 |
| Rossmore Private Capital | 3,122 | $76.8 萬 | 0.11% | −21−0.7% | 減碼 |
| OmniStar Financial Group, Inc. | 3,113 | $76.8 萬 | 0.90% | −248−7.4% | 減碼 |
| JGP Wealth Management, LLC | 3,128 | $77.0 萬 | 0.13% | −58−1.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 3,152 | $77.1 萬 | 0.19% | +277+9.6% | 加碼 |
| Concentric Wealth Management, LLC | 3,140 | $77.3 萬 | 0.25% | −50−1.6% | 減碼 |
| King Wealth | 3,153 | $77.6 萬 | 0.16% | −43−1.3% | 減碼 |
| Benjamin Edwards Inc | 3,167 | $77.9 萬 | 0.18% | +269+9.3% | 加碼 |
| Cardiff Park Advisors, LLC | 3,167 | $77.9 萬 | 0.10% | +15+0.5% | 加碼 |
| Johnson Financial Group, Inc. | 3,171 | $78.0 萬 | 0.05% | +282+9.8% | 加碼 |
| Pathway Financial Advisors LLC | 3,173 | $78.1 萬 | 0.25% | +10+0.3% | 加碼 |
| Summit Financial Group Inc | 3,191 | $78.5 萬 | 0.31% | −300−8.6% | 減碼 |
| Peoples Financial Services Corp. | 3,199 | $78.7 萬 | 0.35% | +12+0.4% | 加碼 |
| Woodstock Corp | 3,200 | $78.7 萬 | 0.09% | −425−11.7% | 減碼 |
| Deseret Mutual Benefit Administrators | 3,200 | $78.7 萬 | 0.31% | +19+0.6% | 加碼 |
| David Loasby | 3,274 | $78.8 萬 | 0.09% | +589+21.9% | 加碼 |
| First Heartland Consultants, Inc. | 3,207 | $78.9 萬 | 0.10% | −35−1.1% | 減碼 |
| Atwood & Palmer Inc | 3,208 | $78.9 萬 | 0.07% | 00.0% | 不變 |
| Wealth Effects LLC | 3,229 | $79.4 萬 | 0.35% | +32+1.0% | 加碼 |
| Alera Investment Advisors, LLC | 3,230 | $79.5 萬 | 0.17% | +132+4.3% | 加碼 |
| Sittner & Nelson, LLC | 3,236 | $79.6 萬 | 0.44% | +820+33.9% | 加碼 |
| Colonial Trust Co | 3,238 | $79.7 萬 | 0.19% | +5+0.2% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,239 | $79.7 萬 | 0.28% | −23−0.7% | 減碼 |
| Birinyi Associates Inc | 3,250 | $80.0 萬 | 0.29% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 3,255 | $80.1 萬 | 0.10% | 00.0% | 不變 |
| Mitchell Capital Management Co | 3,258 | $80.2 萬 | 0.18% | −334−9.3% | 減碼 |
| Visionary Wealth Advisors | 3,262 | $80.3 萬 | 0.06% | −529−14.0% | 減碼 |
| Heck Capital Advisors, LLC | 3,265 | $80.3 萬 | 0.14% | −27−0.8% | 減碼 |
| Founders Financial Alliance, LLC | 3,290 | $81.0 萬 | 0.32% | +853+35.0% | 加碼 |
| Nicolet Bankshares Inc | 3,291 | $81.0 萬 | 0.23% | 00.0% | 不變 |
| Clarus Wealth Advisors | 3,320 | $81.4 萬 | 0.49% | +154+4.9% | 加碼 |
| Security Financial Services, INC. | 3,309 | $81.4 萬 | 0.23% | +80+2.5% | 加碼 |
| HHM Wealth Advisors, LLC | 3,310 | $81.4 萬 | 0.15% | −550−14.2% | 減碼 |
| Montecito Bank & Trust | 3,315 | $81.6 萬 | 0.19% | −400−10.8% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,337 | $82.1 萬 | 0.42% | +140+4.4% | 加碼 |
| Rooted Wealth Advisors, Inc. | 3,358 | $82.2 萬 | 0.55% | +202+6.4% | 加碼 |
| JFS Wealth Advisors, LLC | 3,348 | $82.4 萬 | 0.07% | −109−3.2% | 減碼 |
| SageView Advisory Group, LLC | 3,351 | $82.5 萬 | 0.05% | +192+6.1% | 加碼 |
| CNB Bank | 3,364 | $82.8 萬 | 0.49% | +426+14.5% | 加碼 |
| Retirement Planning Co of New England, Inc. | 3,365 | $82.8 萬 | 0.48% | −3−0.1% | 減碼 |
| Ballast Advisors LLC | 3,389 | $83.4 萬 | 0.31% | −10.0% | 減碼 |
| Wealth Architects, LLC | 3,395 | $83.5 萬 | 0.14% | 00.0% | 不變 |
| Thomasville National Bank | 3,405 | $83.8 萬 | 0.08% | −164−4.6% | 減碼 |
| Laird Norton Trust Company, LLC | 3,407 | $83.8 萬 | 0.10% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 3,414 | $84.0 萬 | 0.11% | −179−5.0% | 減碼 |
| Auxier Asset Management | 3,430 | $84.4 萬 | 0.14% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 3,432 | $84.5 萬 | 0.07% | −46−1.3% | 減碼 |
| Cahill Financial Advisors Inc | 3,437 | $84.6 萬 | 0.14% | −1,002−22.6% | 減碼 |
| Everett Harris & Co | 3,451 | $84.9 萬 | 0.01% | −100−2.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,469 | $85.4 萬 | 0.11% | −179−4.9% | 減碼 |
| Missouri Trust & Investment Co | 3,489 | $85.8 萬 | 0.48% | +1,260+56.5% | 加碼 |
| Brighton Jones LLC | 3,493 | $85.9 萬 | 0.04% | +430+14.0% | 加碼 |
| KG&L Capital Management,LLC | 3,505 | $86.2 萬 | 0.41% | +1,778+103.0% | 加碼 |
| Machina Capital S.A.S. | 3,509 | $86.3 萬 | 0.49% | +2,093+147.8% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 3,512 | $86.4 萬 | 0.13% | −126−3.5% | 減碼 |
| Aspen Investment Management Inc | 3,517 | $86.5 萬 | 0.51% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 3,518 | $86.6 萬 | 0.17% | −2,633−42.8% | 減碼 |
| DMG Group, LLC | 3,537 | $87.0 萬 | 0.87% | −173−4.7% | 減碼 |
| Boston Research & Management Inc | 3,542 | $87.1 萬 | 0.25% | 00.0% | 不變 |
| Taurus Asset Management, LLC | 3,558 | $87.5 萬 | 0.10% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 3,580 | $88.1 萬 | 0.24% | −50−1.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,586 | $88.2 萬 | 0.06% | +178+5.2% | 加碼 |
| Abn Amro Investment Solutions | 3,592 | $88.4 萬 | 0.02% | +123+3.5% | 加碼 |
| Rehmann Capital Advisory Group | 3,594 | $88.4 萬 | 0.08% | −16−0.4% | 減碼 |
| Caxton Associates LP | 3,595 | $88.5 萬 | 0.13% | +3,595 | 新進 |
| Gleason Group, Inc. | 3,604 | $88.7 萬 | 0.23% | −2−0.1% | 減碼 |
| Maven Securities LTD | 3,609 | $88.8 萬 | 0.13% | +3,609 | 新進 |
| Dumont & Blake Investment Advisors LLC | 3,609 | $88.8 萬 | 0.29% | +15+0.4% | 加碼 |
| Farmers National Bank | 3,612 | $88.9 萬 | 0.30% | −186−4.9% | 減碼 |
| Hancock Whitney Corp | 3,613 | $88.9 萬 | 0.03% | −62−1.7% | 減碼 |
| ORG Partners LLC | 3,610 | $89.1 萬 | 0.14% | +3,610 | 新進 |
| First Manhattan Co | 3,628 | $89.3 萬 | 0.00% | +253+7.5% | 加碼 |
| Rollins Financial | 3,630 | $89.3 萬 | 0.24% | +1,782+96.4% | 加碼 |
| Delta Investment Management, LLC | 3,635 | $89.4 萬 | 0.25% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 3,635 | $89.5 萬 | 0.09% | −86−2.3% | 減碼 |
| Shell Asset Management Co | 3,640 | $89.6 萬 | 0.04% | −1,059−22.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,642 | $89.6 萬 | 0.40% | +70+2.0% | 加碼 |
| Rodgers Brothers Inc. | 3,645 | $89.7 萬 | 0.16% | +250+7.4% | 加碼 |
| Davis R M Inc | 3,646 | $89.7 萬 | 0.02% | +14+0.4% | 加碼 |
| Sentry Investment Management LLC | 3,664 | $90.2 萬 | 0.34% | +230+6.7% | 加碼 |
| Nwam LLC | 3,666 | $90.2 萬 | 0.07% | +1,443+64.9% | 加碼 |
| Fairview Capital Investment Management, LLC | 3,668 | $90.3 萬 | 0.06% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 3,675 | $90.4 萬 | 0.37% | +102+2.9% | 加碼 |
| Vident Investment Advisory, LLC | 3,680 | $90.4 萬 | 0.03% | −2,204−37.5% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 3,679 | $90.5 萬 | 0.11% | 00.0% | 不變 |
| Ostrum Asset Management | 3,682 | $90.6 萬 | 0.08% | +2+0.1% | 加碼 |
| Penobscot Wealth Management | 3,697 | $90.9 萬 | 0.67% | +122+3.4% | 加碼 |
| High Net Worth Advisory Group LLC | 3,706 | $91.2 萬 | 0.35% | −359−8.8% | 減碼 |