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 |
|---|---|---|---|---|---|
| Core Alternative Capital | 2,198 | $54.1 萬 | 0.08% | −38−1.7% | 減碼 |
| Tolleson Wealth Management, Inc. | 2,200 | $54.1 萬 | 0.13% | 00.0% | 不變 |
| Heartwood Wealth Advisors LLC | 2,204 | $54.2 萬 | 0.08% | 00.0% | 不變 |
| PDS Planning, Inc | 2,204 | $54.2 萬 | 0.07% | +119+5.7% | 加碼 |
| NCM Capital Management, LLC | 2,205 | $54.3 萬 | 0.38% | 00.0% | 不變 |
| Derbend Asset Management | 2,206 | $54.3 萬 | 0.37% | +12+0.5% | 加碼 |
| Accredited Investors Inc. | 2,209 | $54.3 萬 | 0.04% | +3+0.1% | 加碼 |
| Soltis Investment Advisors LLC | 2,212 | $54.4 萬 | 0.06% | −4−0.2% | 減碼 |
| Heron Financial Group, LLC | 2,217 | $54.5 萬 | 0.29% | +65+3.0% | 加碼 |
| EHP Funds Inc. | 2,220 | $54.6 萬 | 0.15% | −1,230−35.7% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 2,227 | $54.8 萬 | 0.36% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 2,222 | $54.9 萬 | 0.12% | −27−1.2% | 減碼 |
| Marcum Wealth, LLC | 2,238 | $55.1 萬 | 0.06% | −68−2.9% | 減碼 |
| W Advisors, LLC | 2,244 | $55.2 萬 | 0.43% | 00.0% | 不變 |
| RE Dickinson Investment Advisors, LLC | 2,250 | $55.4 萬 | 0.20% | +250+12.5% | 加碼 |
| Valmark Advisers, Inc. | 2,264 | $55.7 萬 | 0.01% | +48+2.2% | 加碼 |
| Larson Financial Group LLC | 2,274 | $55.9 萬 | 0.06% | +52+2.3% | 加碼 |
| TBH Global Asset Management, LLC | 2,278 | $56.0 萬 | 0.11% | +96+4.4% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,281 | $56.1 萬 | 0.04% | +31+1.4% | 加碼 |
| 626 Financial, LLC | 2,284 | $56.2 萬 | 0.36% | +10.0% | 加碼 |
| Capital Planning Advisors, LLC | 2,292 | $56.4 萬 | 0.11% | +171+8.1% | 加碼 |
| Chicago Partners Investment Group LLC | 1,971 | $56.7 萬 | 0.03% | −136−6.5% | 減碼 |
| XTX Topco Ltd | 2,304 | $56.7 萬 | 0.10% | +2,304 | 新進 |
| Athena Investment Management | 2,308 | $56.8 萬 | 0.39% | −25−1.1% | 減碼 |
| Claris Advisors, LLC | 2,316 | $57.0 萬 | 0.39% | 00.0% | 不變 |
| Greenwich Wealth Management LLC | 2,318 | $57.0 萬 | 0.06% | −39−1.7% | 減碼 |
| WFA of San Diego, LLC | 2,318 | $57.0 萬 | 0.56% | +2,318 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,319 | $57.1 萬 | 0.14% | +18+0.8% | 加碼 |
| Marion Wealth Management | 2,321 | $57.1 萬 | 0.20% | +10+0.4% | 加碼 |
| Platform Technology Partners | 2,260 | $57.1 萬 | 0.27% | +2+0.1% | 加碼 |
| Aberdeen Wealth Management LLC | 2,332 | $57.4 萬 | 0.41% | +66+2.9% | 加碼 |
| Montag A & Associates Inc | 2,345 | $57.7 萬 | 0.04% | +180+8.3% | 加碼 |
| Jackson Wealth Management, LLC | 2,349 | $57.8 萬 | 0.08% | −75−3.1% | 減碼 |
| Fort Sheridan Advisors LLC | 2,355 | $57.9 萬 | 0.13% | +310+15.2% | 加碼 |
| Opal Wealth Advisors, LLC | 2,359 | $58.0 萬 | 0.29% | +2,359 | 新進 |
| Olistico Wealth, LLC | 2,360 | $58.1 萬 | 0.50% | +500+26.9% | 加碼 |
| Fulton Bank, N.A. | 2,361 | $58.1 萬 | 0.03% | −449−16.0% | 減碼 |
| Day & Ennis, LLC | 2,362 | $58.1 萬 | 0.22% | +54+2.3% | 加碼 |
| RMR Wealth Builders | 2,369 | $58.3 萬 | 0.10% | −18−0.8% | 減碼 |
| Chicago Trust Co NA | 2,369 | $58.3 萬 | 0.14% | −1,435−37.7% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 2,375 | $58.4 萬 | 0.26% | +2,000+533.3% | 加碼 |
| RNC Capital Management LLC | 2,381 | $58.6 萬 | 0.03% | −420−15.0% | 減碼 |
| Prestige Wealth Management Group LLC | 2,390 | $58.8 萬 | 0.14% | −133−5.3% | 減碼 |
| Wimmer Associates 1, LLC | 2,391 | $58.8 萬 | 0.35% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 2,391 | $58.8 萬 | 0.22% | +182+8.2% | 加碼 |
| E&G Advisors, LP | 2,400 | $59.1 萬 | 0.21% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 2,400 | $59.1 萬 | 0.27% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,406 | $59.2 萬 | 0.07% | −346−12.6% | 減碼 |
| Loomis Sayles & Co L P | 2,404 | $59.2 萬 | 0.00% | +2,227+1,258.2% | 加碼 |
| Truadvice, LLC | 2,088 | $59.3 萬 | 0.22% | −1,001−32.4% | 減碼 |
| Allegheny Financial Group LTD | 2,415 | $59.4 萬 | 0.28% | −180−6.9% | 減碼 |
| L2 Asset Management, LLC | 2,667 | $59.5 萬 | 0.29% | +733+37.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 2,421 | $59.6 萬 | 0.08% | +2,421 | 新進 |
| Hunter Associates Investment Management LLC | 2,427 | $59.6 萬 | 0.12% | +27+1.1% | 加碼 |
| Clarus Group, Inc. | 2,423 | $59.6 萬 | 0.43% | +10+0.4% | 加碼 |
| Trillium Asset Management, LLC | 2,434 | $59.9 萬 | 0.02% | −26−1.1% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 2,442 | $60.1 萬 | 0.14% | −14−0.6% | 減碼 |
| Carret Asset Management, LLC | 2,444 | $60.1 萬 | 0.08% | −99−3.9% | 減碼 |
| Full Sail Capital, LLC | 2,448 | $60.2 萬 | 0.05% | −29−1.2% | 減碼 |
| Sompo Asset Management Co., Ltd. | 2,450 | $60.3 萬 | 0.11% | +310+14.5% | 加碼 |
| GHP Investment Advisors, Inc. | 2,118 | $60.4 萬 | 0.04% | +85+4.2% | 加碼 |
| Hexagon Capital Partners LLC | 2,458 | $60.5 萬 | 0.16% | +32+1.3% | 加碼 |
| Van Strum & Towne Inc. | 2,460 | $60.5 萬 | 0.25% | −3,000−54.9% | 減碼 |
| Harbor Investment Advisory, LLC | 2,471 | $60.8 萬 | 0.08% | 00.0% | 不變 |
| United Bank | 2,472 | $60.8 萬 | 0.07% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 2,478 | $61.0 萬 | 0.48% | 00.0% | 不變 |
| Peregrine Asset Advisers, Inc. | 2,499 | $61.5 萬 | 0.47% | −1,826−42.2% | 減碼 |
| Sippican Capital Advisors | 2,500 | $61.5 萬 | 0.57% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 2,500 | $61.5 萬 | 0.37% | 00.0% | 不變 |
| Slocum, Gordon & Co LLP | 2,500 | $61.5 萬 | 0.52% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 2,502 | $61.6 萬 | 0.01% | +795+46.6% | 加碼 |
| Concord Wealth Partners | 2,504 | $61.6 萬 | 0.13% | +96+4.0% | 加碼 |
| Cantor Fitzgerald, L. P. | 2,510 | $61.8 萬 | 0.01% | −20−0.8% | 減碼 |
| Jones Financial Companies LLLP | 2,516 | $61.9 萬 | 0.00% | −84−3.2% | 減碼 |
| Armstrong Advisory Group, Inc | 2,521 | $62.0 萬 | 0.07% | −3−0.1% | 減碼 |
| AXS Investments LLC | 2,523 | $62.1 萬 | 0.17% | −151−5.6% | 減碼 |
| Pitcairn Co | 2,524 | $62.1 萬 | 0.05% | −50−1.9% | 減碼 |
| GTS Securities LLC | 2,539 | $62.5 萬 | 0.02% | +2,539 | 新進 |
| Wealthspire Advisors, LLC | 2,541 | $62.5 萬 | 0.01% | −48−1.9% | 減碼 |
| Bill Few Associates, Inc. | 2,547 | $62.7 萬 | 0.32% | −8−0.3% | 減碼 |
| BlueSky Wealth Advisors, LLC | 2,549 | $62.7 萬 | 0.13% | +477+23.0% | 加碼 |
| Bridges Investment Management Inc | 2,550 | $62.7 萬 | 0.02% | −3,000−54.1% | 減碼 |
| Capital Advisors Inc | 2,551 | $62.8 萬 | 0.02% | +270+11.8% | 加碼 |
| Eqis Capital Management, Inc. | 2,553 | $62.8 萬 | 0.07% | +2,553 | 新進 |
| Evergreen Capital Management LLC | 2,554 | $62.8 萬 | 0.03% | +128+5.3% | 加碼 |
| Heritage Wealth Advisors | 2,556 | $62.9 萬 | 0.03% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 2,556 | $62.9 萬 | 0.06% | −2,379−48.2% | 減碼 |
| Quadrant Private Wealth Management, LLC | 2,561 | $63.0 萬 | 0.18% | +148+6.1% | 加碼 |
| BOS Asset Management, LLC | 2,563 | $63.1 萬 | 0.49% | +50+2.0% | 加碼 |
| White Lighthouse Investment Management Inc. | 2,571 | $63.3 萬 | 0.15% | −1,500−36.8% | 減碼 |
| Bordeaux Wealth Advisors LLC | 2,584 | $63.6 萬 | 0.26% | −11−0.4% | 減碼 |
| Mechanics Bank Trust Department | 2,587 | $63.7 萬 | 0.10% | −80−3.0% | 減碼 |
| Range Financial Group LLC | 2,591 | $63.8 萬 | 0.41% | −7−0.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 2,602 | $64.0 萬 | 0.00% | −10,185−79.7% | 減碼 |
| Worth Financial Advisory Group, LLC | 2,611 | $64.3 萬 | 0.60% | −1,046−28.6% | 減碼 |
| Patton Albertson Miller Group, LLC | 2,618 | $64.4 萬 | 0.12% | −342−11.6% | 減碼 |
| Westmount Partners, LLC | 2,632 | $64.8 萬 | 0.28% | −4−0.2% | 減碼 |
| Courier Capital LLC | 2,634 | $64.8 萬 | 0.05% | −1,179−30.9% | 減碼 |
| LCNB Corp | 2,642 | $65.0 萬 | 0.28% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 2,643 | $65.0 萬 | 0.40% | −3,657−58.0% | 減碼 |