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
- 2,328
- 較 2023 年第 1 季 +64 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
- 174
- 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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $1,590 億 |
| 2025 年第 2 季 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| Financial Sense Advisors, Inc. | 11,381 | $280.0 萬 | 1.28% | −150−1.3% | 減碼 |
| MV Capital Management, Inc. | 11,388 | $280.2 萬 | 0.37% | −287−2.5% | 減碼 |
| Fairfield, Bush & Co. | 11,402 | $280.5 萬 | 0.77% | +4,749+71.4% | 加碼 |
| Gateway Wealth Partners, LLC | 11,423 | $281.1 萬 | 0.50% | +123+1.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 11,439 | $281.5 萬 | 0.11% | −187−1.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 11,469 | $282.2 萬 | 0.11% | +444+4.0% | 加碼 |
| Spirit of America Management Corp | 11,490 | $282.7 萬 | 0.64% | +150+1.3% | 加碼 |
| Pinnacle Holdings, LLC | 11,504 | $283.1 萬 | 1.26% | −71−0.6% | 減碼 |
| Quantitative Investment Management, LLC | 11,557 | $284.3 萬 | 0.27% | +11,557 | 新進 |
| Slow Capital, Inc. | 11,582 | $285.0 萬 | 0.49% | −214−1.8% | 減碼 |
| Whitener Capital Management, Inc. | 11,609 | $285.6 萬 | 1.10% | +294+2.6% | 加碼 |
| Wright Investors Service Inc | 11,646 | $286.5 萬 | 0.81% | +6,868+143.7% | 加碼 |
| Richelieu Gestion PLC | 11,668 | $287.1 萬 | 2.39% | −1,078−8.5% | 減碼 |
| Money Concepts Capital Corp | 11,690 | $287.7 萬 | 0.29% | −11,306−49.2% | 減碼 |
| New Hampshire Trust | 11,762 | $289.4 萬 | 0.75% | +95+0.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 11,768 | $289.6 萬 | 0.07% | +2,643+29.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 11,773 | $289.7 萬 | 0.36% | +227+2.0% | 加碼 |
| AustralianSuper Pty Ltd | 11,808 | $290.5 萬 | 0.02% | +1,484+14.4% | 加碼 |
| Permanens Capital L.P. | 11,870 | $292.1 萬 | 0.67% | −3,590−23.2% | 減碼 |
| Liberty One Investment Management, LLC | 11,896 | $292.7 萬 | 0.38% | +420+3.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,909 | $293.0 萬 | 0.22% | −54−0.5% | 減碼 |
| PFG Advisors | 11,943 | $293.9 萬 | 0.22% | +212+1.8% | 加碼 |
| Credit Agricole S A | 11,969 | $294.5 萬 | 0.10% | −1,715−12.5% | 減碼 |
| BLB&B Advisors, LLC | 12,012 | $295.5 萬 | 0.21% | −186−1.5% | 減碼 |
| Wakefield Asset Management LLLP | 12,045 | $296.4 萬 | 1.18% | −604−4.8% | 減碼 |
| Monetary Management Group Inc | 12,267 | $301.8 萬 | 0.92% | −900−6.8% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 12,324 | $303.2 萬 | 0.63% | −20−0.2% | 減碼 |
| Castellan Group, LLC | 12,396 | $305.0 萬 | 1.95% | −1,268−9.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 12,500 | $307.6 萬 | 0.11% | −27,700−68.9% | 減碼 |
| Barbara Oil Co. | 12,500 | $307.6 萬 | 1.41% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 12,522 | $308.1 萬 | 0.24% | +171+1.4% | 加碼 |
| Stoneridge Investment Partners LLC | 12,545 | $308.7 萬 | 1.34% | +355+2.9% | 加碼 |
| Caldwell Sutter Capital, Inc. | 12,590 | $309.8 萬 | 1.62% | +2,963+30.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 12,611 | $310.3 萬 | 0.07% | −482−3.7% | 減碼 |
| Ogorek Anthony Joseph | 12,623 | $310.5 萬 | 1.19% | −1,047−7.7% | 減碼 |
| Viewpoint Capital Management LLC | 12,663 | $311.6 萬 | 2.41% | +1,115+9.7% | 加碼 |
| Applied Capital LLC | 12,737 | $313.4 萬 | 2.97% | +23+0.2% | 加碼 |
| Leavell Investment Management, Inc. | 12,782 | $314.5 萬 | 0.21% | −334−2.5% | 減碼 |
| G&S Capital LLC | 12,806 | $315.1 萬 | 1.51% | +5,027+64.6% | 加碼 |
| Beck Bode, LLC | 12,862 | $316.3 萬 | 0.77% | +2,799+27.8% | 加碼 |
| Azimuth Capital Investment Management LLC | 12,865 | $316.5 萬 | 0.15% | +500+4.0% | 加碼 |
| Brown Brothers Harriman & Co | 12,902 | $317.5 萬 | 0.03% | −885−6.4% | 減碼 |
| Studio Investment Management LLC | 12,925 | $318.0 萬 | 0.89% | +511+4.1% | 加碼 |
| Sowell Financial Services LLC | 12,939 | $318.3 萬 | 0.18% | +3,713+40.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 12,983 | $319.4 萬 | 0.09% | −2,129−14.1% | 減碼 |
| Assetmark, Inc | 12,990 | $319.6 萬 | 0.01% | −1,058−7.5% | 減碼 |
| Wells Trecaso Financial Group, LLC | 13,000 | $319.9 萬 | 1.38% | +11,215+628.3% | 加碼 |
| Hayek Kallen Investment Management | 13,056 | $321.2 萬 | 1.37% | −149−1.1% | 減碼 |
| FourThought Financial Partners, LLC | 13,097 | $322.3 萬 | 0.42% | +10.0% | 加碼 |
| Clearbridge Investments, LLC | 13,166 | $323.9 萬 | 0.00% | +1,154+9.6% | 加碼 |
| Kingsview Wealth Management, LLC | 13,288 | $326.9 萬 | 0.13% | +1,459+12.3% | 加碼 |
| Richard Bernstein Advisors LLC | 13,294 | $327.1 萬 | 0.07% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 13,321 | $327.8 萬 | 0.41% | +5,106+62.2% | 加碼 |
| Financial Advocates Investment Management | 13,356 | $328.6 萬 | 0.24% | +6,687+100.3% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 13,364 | $328.8 萬 | 2.72% | +752+6.0% | 加碼 |
| Wetherby Asset Management Inc | 13,423 | $330.3 萬 | 0.18% | −1,853−12.1% | 減碼 |
| IronBridge Private Wealth, LLC | 13,486 | $331.8 萬 | 1.87% | +13,486 | 新進 |
| Graphene Investments SAS | 13,500 | $332.2 萬 | 2.19% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 13,594 | $334.5 萬 | 1.00% | +44+0.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 13,619 | $335.1 萬 | 0.13% | +129+1.0% | 加碼 |
| Anchor Investment Management, LLC | 13,642 | $335.7 萬 | 0.43% | +3,179+30.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 13,655 | $336.0 萬 | 0.14% | +934+7.3% | 加碼 |
| Genus Capital Management Inc. | 13,664 | $336.2 萬 | 0.49% | +13,664 | 新進 |
| Stonebridge Capital Management Inc | 13,710 | $337.3 萬 | 1.57% | −812−5.6% | 減碼 |
| Fund Management at Engine No. 1 LLC | 13,711 | $337.4 萬 | 0.62% | −2,357−14.7% | 減碼 |
| First Citizens Bank & Trust Co | 13,727 | $337.8 萬 | 0.06% | +602+4.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 13,759 | $338.5 萬 | 0.16% | +3,026+28.2% | 加碼 |
| Kames Capital plc | 13,871 | $341.2 萬 | 0.06% | −385−2.7% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13,932 | $341.4 萬 | 0.70% | +13,932 | 新進 |
| Blue Edge Capital, LLC | 13,876 | $341.4 萬 | 0.69% | −93−0.7% | 減碼 |
| Sturgeon Ventures LLP | 13,955 | $343.4 萬 | 4.65% | 00.0% | 不變 |
| Sandy Spring Bank | 14,108 | $347.1 萬 | 0.18% | +116+0.8% | 加碼 |
| Trust Co of Vermont | 14,140 | $347.9 萬 | 0.23% | +523+3.8% | 加碼 |
| Tower View Investment Management & Research LLC | 14,145 | $348.0 萬 | 2.36% | −749−5.0% | 減碼 |
| Leuthold Group, LLC | 14,152 | $348.2 萬 | 0.45% | −515−3.5% | 減碼 |
| MAI Capital Management | 14,157 | $348.3 萬 | 0.05% | +453+3.3% | 加碼 |
| Pflug Koory, LLC | 14,166 | $348.6 萬 | 1.78% | −66−0.5% | 減碼 |
| Alberta Investment Management Corp | 14,200 | $349.4 萬 | 0.03% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 14,222 | $349.9 萬 | 0.01% | −100,419−87.6% | 減碼 |
| Iowa State Bank | 14,276 | $351.3 萬 | 0.88% | −690−4.6% | 減碼 |
| Freestone Capital Holdings, LLC | 14,302 | $351.9 萬 | 0.14% | −28−0.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 14,442 | $355.3 萬 | 0.06% | −701−4.6% | 減碼 |
| Mutual Advisors, LLC | 14,469 | $356.0 萬 | 0.14% | −204−1.4% | 減碼 |
| Webster Bank, N. A. | 14,599 | $359.2 萬 | 0.46% | +69+0.5% | 加碼 |
| Guyasuta Investment Advisors Inc | 14,608 | $359.4 萬 | 0.27% | −280−1.9% | 減碼 |
| Creative Financial Designs Inc | 14,623 | $359.8 萬 | 0.42% | −285−1.9% | 減碼 |
| Perpetual Ltd | 14,626 | $359.9 萬 | 0.03% | −842−5.4% | 減碼 |
| Trifecta Capital Advisors, LLC | 14,771 | $363.4 萬 | 1.17% | +1,120+8.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 14,773 | $363.5 萬 | 0.23% | +3,974+36.8% | 加碼 |
| Shelton Capital Management | 14,916 | $367.0 萬 | 0.13% | +4,684+45.8% | 加碼 |
| RBF Capital, LLC | 15,000 | $369.1 萬 | 0.23% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $369.1 萬 | 1.03% | 00.0% | 不變 |
| Eukles Asset Management | 15,131 | $372.3 萬 | 1.90% | +100+0.7% | 加碼 |
| Apollon Wealth Management, LLC | 15,134 | $372.4 萬 | 0.18% | +2,734+22.0% | 加碼 |
| Kingswood Wealth Advisors, LLC | 15,141 | $372.6 萬 | 1.19% | +15,141 | 新進 |
| TCI Wealth Advisors, Inc. | 15,144 | $372.6 萬 | 0.48% | +116+0.8% | 加碼 |
| Goelzer Investment Management, Inc. | 15,173 | $373.3 萬 | 0.32% | −302−2.0% | 減碼 |
| Ronald Blue Trust, Inc. | 16,322 | $373.5 萬 | 0.06% | −160−1.0% | 減碼 |
| Park Avenue Securities LLC | 15,268 | $375.7 萬 | 0.06% | +834+5.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 15,273 | $375.8 萬 | 0.27% | −819−5.1% | 減碼 |