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 |
|---|---|---|---|---|---|
| B & T Capital Management DBA Alpha Capital Management | 21,384 | $512.3 萬 | 1.28% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 20,965 | $515.8 萬 | 1.20% | −20,019−48.8% | 減碼 |
| Sawtooth Solutions, LLC | 21,034 | $517.5 萬 | 0.14% | −6,465−23.5% | 減碼 |
| Koshinski Asset Management, Inc. | 21,058 | $518.1 萬 | 0.56% | −4,755−18.4% | 減碼 |
| Adviser Investments LLC | 21,216 | $522.0 萬 | 0.11% | +16,632+362.8% | 加碼 |
| Hallmark Capital Management Inc | 21,245 | $522.7 萬 | 0.47% | −826−3.7% | 減碼 |
| City Holding Co | 21,355 | $525.4 萬 | 0.90% | −630−2.9% | 減碼 |
| L & S Advisors Inc | 21,384 | $526.2 萬 | 0.70% | +21,384 | 新進 |
| Stamos Capital Partners, L.P. | 21,410 | $526.8 萬 | 1.23% | +1,810+9.2% | 加碼 |
| Allworth Financial LP | 21,432 | $527.3 萬 | 0.04% | +226+1.1% | 加碼 |
| Trinity Legacy Partners, LLC | 21,435 | $527.4 萬 | 1.84% | −23−0.1% | 減碼 |
| Churchill Management Corp | 21,443 | $527.6 萬 | 0.09% | −225−1.0% | 減碼 |
| Moors & Cabot, Inc. | 21,459 | $528.0 萬 | 0.35% | −306−1.4% | 減碼 |
| Knuff & Co LLC | 21,486 | $528.7 萬 | 1.98% | 00.0% | 不變 |
| Viking Fund Management LLC | 21,500 | $529.0 萬 | 1.00% | 00.0% | 不變 |
| Paradiem, LLC | 21,501 | $529.0 萬 | 1.51% | +1,450+7.2% | 加碼 |
| Ellsworth Advisors, LLC | 21,577 | $530.9 萬 | 1.83% | +410+1.9% | 加碼 |
| NBT Bank N A | 21,656 | $532.8 萬 | 0.76% | −469−2.1% | 減碼 |
| Financial & Tax Architects, LLC | 21,865 | $538.0 萬 | 1.66% | +1,314+6.4% | 加碼 |
| Searle & Co. | 20,322 | $538.9 萬 | 1.67% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 21,917 | $539.3 萬 | 0.06% | +1,381+6.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 21,917 | $539.3 萬 | 0.06% | +1,381+6.7% | 加碼 |
| Monte Financial Group, LLC | 21,947 | $540.0 萬 | 2.63% | +345+1.6% | 加碼 |
| Citizens National Bank Trust Department | 22,084 | $543.4 萬 | 1.44% | −325−1.5% | 減碼 |
| Intech Investment Management LLC | 22,092 | $543.6 萬 | 0.06% | −102,747−82.3% | 減碼 |
| Raymond James Trust N.A. | 22,112 | $544.0 萬 | 0.16% | +184+0.8% | 加碼 |
| Consolidated Capital Management, LLC | 22,236 | $547.1 萬 | 2.69% | +27+0.1% | 加碼 |
| Biechele Royce Advisors | 22,406 | $551.3 萬 | 1.92% | −836−3.6% | 減碼 |
| Kavar Capital Partners Group, LLC | 22,445 | $552.3 萬 | 1.18% | +9,280+70.5% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 22,454 | $552.5 萬 | 0.34% | −12,466−35.7% | 減碼 |
| Metropolitan Life Insurance Co | 22,459 | $552.6 萬 | 0.27% | −818−3.5% | 減碼 |
| Employees Provident Fund Board | 22,600 | $556.1 萬 | 0.13% | +22,600 | 新進 |
| Northwest Investment Counselors, LLC | 22,809 | $561.2 萬 | 1.50% | −1,201−5.0% | 減碼 |
| Spinnaker Trust | 22,944 | $564.5 萬 | 0.41% | 00.0% | 不變 |
| Lincoln National Corp | 23,195 | $570.7 萬 | 0.11% | −346−1.5% | 減碼 |
| Advisor Partners II, LLC | 23,248 | $571.9 萬 | 0.27% | +762+3.4% | 加碼 |
| Meridian Wealth Management, LLC | 23,276 | $572.7 萬 | 0.48% | +1,365+6.2% | 加碼 |
| Narwhal Capital Management | 23,315 | $573.7 萬 | 0.67% | +2,211+10.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 23,362 | $574.8 萬 | 0.08% | +4,161+21.7% | 加碼 |
| Sentry LLC | 23,486 | $577.9 萬 | 1.26% | +30.0% | 加碼 |
| Hartford Financial Management Inc. | 23,514 | $578.6 萬 | 1.43% | +696+3.1% | 加碼 |
| Principle Wealth Partners LLC | 23,602 | $580.7 萬 | 0.58% | +207+0.9% | 加碼 |
| BKD Wealth Advisors, LLC | 23,606 | $580.8 萬 | 0.17% | +4,680+24.7% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 23,617 | $581.1 萬 | 0.27% | +133+0.6% | 加碼 |
| Perigon Wealth Management, LLC | 23,720 | $583.6 萬 | 0.23% | +19,319+439.0% | 加碼 |
| Wesbanco Bank Inc | 23,755 | $584.4 萬 | 0.25% | −374−1.6% | 減碼 |
| La Banque Postale Asset Management SA | 23,958 | $589.5 萬 | 0.14% | −858−3.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 24,000 | $590.5 萬 | 0.07% | 00.0% | 不變 |
| Fusion Capital, LLC | 24,011 | $590.8 萬 | 3.30% | +168+0.7% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 24,025 | $591.1 萬 | 0.57% | +15,794+191.9% | 加碼 |
| Aull & Monroe Investment Management Corp | 24,434 | $601.2 萬 | 3.03% | −120.0% | 減碼 |
| Chartwell Investment Partners, LLC | 24,585 | $604.9 萬 | 0.22% | +626+2.6% | 加碼 |
| Community Bank & Trust, Waco, Texas | 24,625 | $605.9 萬 | 1.82% | +2,204+9.8% | 加碼 |
| Investment Management Corp of Ontario | 24,827 | $610.9 萬 | 0.26% | −1,509−5.7% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 25,064 | $616.7 萬 | 0.23% | +97+0.4% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 25,082 | $617.1 萬 | 0.31% | +176+0.7% | 加碼 |
| First Financial Bank - Trust Division | 25,197 | $620.0 萬 | 0.65% | −365−1.4% | 減碼 |
| New Mexico Educational Retirement Board | 25,302 | $622.6 萬 | 0.27% | +1,200+5.0% | 加碼 |
| Veritable, L.P. | 25,354 | $623.8 萬 | 0.10% | −373−1.4% | 減碼 |
| Logan Capital Management Inc | 25,461 | $626.5 萬 | 0.30% | −998−3.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 25,609 | $630.1 萬 | 0.13% | −10,052−28.2% | 減碼 |
| United Capital Management of KS, Inc. | 25,748 | $633.5 萬 | 2.03% | +25,748 | 新進 |
| Uniplan Investment Counsel, Inc. | 25,824 | $635.4 萬 | 0.46% | −672−2.5% | 減碼 |
| United Services Automobile Association | 25,929 | $638.0 萬 | 0.18% | −141−0.5% | 減碼 |
| Savant Capital, LLC | 26,073 | $641.5 萬 | 0.10% | +814+3.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,189 | $644.4 萬 | 0.03% | +22,023+528.6% | 加碼 |
| Simplex Trading, LLC | 26,254 | $645.9 萬 | 0.27% | +26,254 | 新進 |
| Toroso Investments, LLC | 26,320 | $647.6 萬 | 0.19% | +7,570+40.4% | 加碼 |
| Addenda Capital Inc. | 26,360 | $648.6 萬 | 0.27% | −110.0% | 減碼 |
| Independent Wealth Network Inc. | 26,452 | $650.9 萬 | 3.91% | +15+0.1% | 加碼 |
| Silver Oak Securities, Inc | 26,500 | $652.0 萬 | 1.05% | +325+1.2% | 加碼 |
| Consolidated Planning Corp | 26,533 | $652.8 萬 | 1.37% | +437+1.7% | 加碼 |
| Miracle Mile Advisors, LLC | 26,551 | $653.3 萬 | 0.20% | −1,470−5.2% | 減碼 |
| Sigma Investment Counselors Inc | 26,661 | $656.0 萬 | 0.48% | +287+1.1% | 加碼 |
| Welch & Forbes LLC | 26,673 | $656.3 萬 | 0.10% | −618−2.3% | 減碼 |
| Farmers & Merchants Investments Inc | 26,722 | $657.5 萬 | 0.25% | −915−3.3% | 減碼 |
| Quantinno Capital Management LP | 26,791 | $659.2 萬 | 0.38% | +9,418+54.2% | 加碼 |
| Signet Financial Management, LLC | 26,989 | $664.1 萬 | 1.05% | +203+0.8% | 加碼 |
| Financial Partners Group, LLC | 27,031 | $665.1 萬 | 3.35% | +800+3.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 27,045 | $665.2 萬 | 0.07% | −2,554−8.6% | 減碼 |
| Transform Wealth, LLC | 27,257 | $670.7 萬 | 0.60% | −796−2.8% | 減碼 |
| Eagle Global Advisors LLC | 27,447 | $675.3 萬 | 0.44% | −1,809−6.2% | 減碼 |
| Integris Wealth Management, LLC | 27,808 | $684.2 萬 | 2.42% | 00.0% | 不變 |
| Sigma Planning Corp | 27,948 | $687.7 萬 | 0.25% | −3,159−10.2% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 27,954 | $687.8 萬 | 0.16% | −801−2.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 28,078 | $690.9 萬 | 0.24% | +2,729+10.8% | 加碼 |
| German American Bancorp, Inc. | 28,323 | $696.9 萬 | 0.98% | +81+0.3% | 加碼 |
| Vestcor Inc | 28,594 | $703.6 萬 | 0.26% | −577−2.0% | 減碼 |
| Avantax Advisory Services, Inc. | 29,033 | $714.4 萬 | 0.08% | +396+1.4% | 加碼 |
| Oak Harvest Investment Services | 29,055 | $714.9 萬 | 1.60% | +2,800+10.7% | 加碼 |
| Advisors Asset Management, Inc. | 29,161 | $717.5 萬 | 0.15% | −6,767−18.8% | 減碼 |
| Central Bank & Trust Co | 29,190 | $718.2 萬 | 1.22% | +824+2.9% | 加碼 |
| Cannell Peter B & Co Inc | 29,323 | $721.5 萬 | 0.24% | 00.0% | 不變 |
| Kerrisdale Advisers, LLC | 29,369 | $722.6 萬 | 1.95% | −1,800−5.8% | 減碼 |
| American National Bank | 29,436 | $724.3 萬 | 1.22% | +653+2.3% | 加碼 |
| Bokf, NA | 29,484 | $725.5 萬 | 0.15% | −218−0.7% | 減碼 |
| Old National Bancorp | 29,618 | $728.8 萬 | 0.21% | −58,433−66.4% | 減碼 |
| Kanawha Capital Management LLC | 29,682 | $730.3 萬 | 0.67% | −63−0.2% | 減碼 |
| SG Americas Securities, LLC | 29,908 | $735.9 萬 | 0.06% | +24,207+424.6% | 加碼 |
| Dodge & Cox | 29,999 | $738.1 萬 | 0.00% | 00.0% | 不變 |