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 |
|---|---|---|---|---|---|
| D. Scott Neal, Inc. | 7,549 | $185.7 萬 | 1.40% | −12−0.2% | 減碼 |
| Cambridge Trust Co | 7,492 | $184.3 萬 | 0.08% | −511−6.4% | 減碼 |
| Weatherly Asset Management L. P. | 7,463 | $183.6 萬 | 0.21% | −25−0.3% | 減碼 |
| Arete Wealth Advisors, LLC | 7,452 | $183.4 萬 | 0.16% | +1,729+30.2% | 加碼 |
| Focused Wealth Management, Inc | 7,430 | $182.8 萬 | 0.33% | −44−0.6% | 減碼 |
| RFG Advisory, LLC | 7,396 | $182.0 萬 | 0.08% | +17+0.2% | 加碼 |
| Verdence Capital Advisors LLC | 7,384 | $181.7 萬 | 0.21% | +27+0.4% | 加碼 |
| Cunning Capital Partners, LP | 0 | $180.1 萬 | 1.14% | −7,320−100.0% | 減碼 |
| BCM Advisors, LLC | 7,000 | $179.1 萬 | 0.48% | 00.0% | 不變 |
| Garrett Investment Advisors LLC | 7,272 | $178.9 萬 | 0.26% | +895+14.0% | 加碼 |
| Daymark Wealth Partners, LLC | 7,272 | $178.9 萬 | 0.13% | +4,876+203.5% | 加碼 |
| Warren Averett Asset Management, LLC | 7,243 | $178.2 萬 | 0.08% | +2,563+54.8% | 加碼 |
| Westpac Banking Corp | 7,218 | $177.6 萬 | 0.13% | −40,257−84.8% | 減碼 |
| Quest Investment Management LLC | 7,193 | $177.0 萬 | 0.24% | −395−5.2% | 減碼 |
| Triangle Securities Wealth Management | 7,184 | $176.8 萬 | 0.61% | −190−2.6% | 減碼 |
| Cross Staff Investments Inc | 7,163 | $176.2 萬 | 1.62% | 00.0% | 不變 |
| Hoey Investments, Inc | 7,160 | $176.2 萬 | 0.58% | −1,948−21.4% | 減碼 |
| Franklin Street Advisors Inc | 7,155 | $176.0 萬 | 0.15% | +155+2.2% | 加碼 |
| Columbia Trust Co 01012016 | 7,150 | $175.9 萬 | 0.99% | −456−6.0% | 減碼 |
| Cascade Investment Advisors, Inc. | 7,090 | $174.4 萬 | 1.30% | +80+1.1% | 加碼 |
| Gables Capital Management Inc. | 7,070 | $174.0 萬 | 1.14% | +75+1.1% | 加碼 |
| Valley Brook Capital Group | 7,060 | $173.7 萬 | 1.60% | 00.0% | 不變 |
| Probity Advisors, Inc. | 7,059 | $173.7 萬 | 0.38% | +7,059 | 新進 |
| Argus Investors' Counsel, Inc. | 7,040 | $173.2 萬 | 1.20% | +180+2.6% | 加碼 |
| Ritholtz Wealth Management | 7,040 | $173.2 萬 | 0.08% | +303+4.5% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 6,981 | $171.8 萬 | 1.55% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,980 | $171.7 萬 | 1.15% | +235+3.5% | 加碼 |
| Papp L Roy & Associates | 6,962 | $171.3 萬 | 0.22% | −248−3.4% | 減碼 |
| Rockland Trust Co | 6,951 | $171.0 萬 | 0.10% | +151+2.2% | 加碼 |
| AMG National Trust Bank | 6,930 | $170.5 萬 | 0.06% | −223−3.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 6,921 | $170.3 萬 | 0.12% | −81−1.2% | 減碼 |
| Parallel Advisors, LLC | 6,917 | $170.2 萬 | 0.05% | −426−5.8% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 6,916 | $170.2 萬 | 1.08% | +360+5.5% | 加碼 |
| Oarsman Capital, Inc. | 6,890 | $169.5 萬 | 0.74% | −204−2.9% | 減碼 |
| Nemes Rush Group LLC | 6,864 | $168.9 萬 | 0.30% | +6,864 | 新進 |
| Intellectus Partners, LLC | 6,834 | $168.2 萬 | 0.50% | −176−2.5% | 減碼 |
| Oak Asset Management, LLC | 6,821 | $167.8 萬 | 0.70% | −110−1.6% | 減碼 |
| Western Wealth Management, LLC | 6,802 | $167.3 萬 | 0.14% | +490+7.8% | 加碼 |
| Staley Capital Advisers Inc | 6,800 | $167.3 萬 | 0.09% | 00.0% | 不變 |
| XML Financial, LLC | 6,798 | $167.3 萬 | 0.19% | +443+7.0% | 加碼 |
| TD Private Client Wealth LLC | 6,791 | $167.1 萬 | 0.07% | −838−11.0% | 減碼 |
| Hilton Capital Management, LLC | 6,783 | $166.9 萬 | 0.20% | 00.0% | 不變 |
| Clarius Group, LLC | 6,775 | $166.7 萬 | 0.13% | −93−1.4% | 減碼 |
| Avantax Planning Partners, Inc. | 6,725 | $165.5 萬 | 0.07% | −319−4.5% | 減碼 |
| Citizens Financial Group Inc | 6,705 | $165.0 萬 | 0.06% | −756−10.1% | 減碼 |
| Ar Asset Management Inc | 6,700 | $164.9 萬 | 0.44% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 6,691 | $164.7 萬 | 0.21% | +7+0.1% | 加碼 |
| Resources Investment Advisors, LLC. | 6,672 | $164.2 萬 | 0.04% | −523−7.3% | 減碼 |
| Greenfield Savings Bank | 6,671 | $164.1 萬 | 1.11% | +360+5.7% | 加碼 |
| St Germain D J Co Inc | 6,668 | $164.1 萬 | 0.09% | +6,668 | 新進 |
| Inscription Capital, LLC | 6,636 | $163.3 萬 | 0.51% | −428−6.1% | 減碼 |
| Leonteq Securities AG | 6,604 | $162.5 萬 | 0.17% | −7,451−53.0% | 減碼 |
| Horizon Kinetics Asset Management LLC | 6,598 | $162.3 萬 | 0.04% | +98+1.5% | 加碼 |
| Bragg Financial Advisors, Inc | 6,596 | $162.3 萬 | 0.09% | 00.0% | 不變 |
| Thomas White International Ltd | 6,572 | $161.7 萬 | 0.34% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 6,529 | $160.6 萬 | 0.39% | +399+6.5% | 加碼 |
| Vigilant Capital Management, LLC | 6,442 | $158.5 萬 | 0.12% | +1,700+35.8% | 加碼 |
| Fort Point Capital Partners LLC | 6,428 | $158.2 萬 | 0.24% | +218+3.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,371 | $156.8 萬 | 0.02% | −237−3.6% | 減碼 |
| Qtron Investments LLC | 6,355 | $156.4 萬 | 0.30% | −586−8.4% | 減碼 |
| Coastline Trust Co | 6,335 | $155.9 萬 | 0.22% | −148−2.3% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 6,332 | $155.8 萬 | 0.72% | +3,400+116.0% | 加碼 |
| Quantamental Technologies LLC | 6,300 | $155.0 萬 | 0.65% | +6,300 | 新進 |
| Inspire Advisors, LLC | 6,293 | $154.9 萬 | 0.30% | −312−4.7% | 減碼 |
| Resources Management Corp | 6,290 | $154.8 萬 | 0.24% | −84,335−93.1% | 減碼 |
| Vise Technologies, Inc. | 6,276 | $154.4 萬 | 0.37% | +1,868+42.4% | 加碼 |
| Cigna Investments Inc | 6,264 | $154.1 萬 | 0.29% | −66−1.0% | 減碼 |
| Imprint Wealth LLC | 6,242 | $153.8 萬 | 0.97% | +110+1.8% | 加碼 |
| HBK Investments L P | 6,222 | $153.1 萬 | 0.05% | +6,222 | 新進 |
| Affinity Investment Advisors, LLC | 6,219 | $153.0 萬 | 0.89% | +127+2.1% | 加碼 |
| Watershed Private Wealth LLC | 6,215 | $152.9 萬 | 0.93% | 00.0% | 不變 |
| Haverford Trust Co | 6,198 | $152.5 萬 | 0.02% | −63−1.0% | 減碼 |
| WealthPLAN Partners, LLC | 6,193 | $152.4 萬 | 0.22% | −426−6.4% | 減碼 |
| Spreng Capital Management, Inc. | 6,182 | $152.1 萬 | 1.19% | −300−4.6% | 減碼 |
| WBH Advisory Inc | 6,150 | $151.3 萬 | 0.18% | −155−2.5% | 減碼 |
| Avidian Wealth Solutions, LLC | 6,140 | $151.1 萬 | 0.10% | −16,027−72.3% | 減碼 |
| Independent Financial Group, LLC | 6,082 | $149.7 萬 | 0.10% | +496+8.9% | 加碼 |
| River Wealth Advisors LLC | 6,081 | $149.6 萬 | 0.25% | −100−1.6% | 減碼 |
| Princeton Capital Management LLC | 6,078 | $149.5 萬 | 0.62% | −490−7.5% | 減碼 |
| Portside Wealth Group, LLC | 6,041 | $148.7 萬 | 0.28% | +6,041 | 新進 |
| Jaffetilchin Investment Partners, LLC | 6,030 | $148.4 萬 | 0.16% | −18−0.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,015 | $148.0 萬 | 0.24% | −160−2.6% | 減碼 |
| Benedict Financial Advisors Inc | 6,013 | $148.0 萬 | 0.41% | +201+3.5% | 加碼 |
| True North Advisors, LLC | 6,012 | $147.9 萬 | 0.42% | +167+2.9% | 加碼 |
| Checchi Capital Advisers, LLC | 6,011 | $147.9 萬 | 0.13% | +99+1.7% | 加碼 |
| Cozad Asset Management Inc | 6,006 | $147.8 萬 | 0.18% | −242−3.9% | 減碼 |
| Washington Trust Bank | 5,992 | $147.4 萬 | 0.15% | +140+2.4% | 加碼 |
| Guardian Investment Management | 5,987 | $147.3 萬 | 1.27% | −3,165−34.6% | 減碼 |
| Keudell/Morrison Wealth Management | 5,987 | $147.3 萬 | 0.42% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 5,977 | $147.1 萬 | 0.05% | +201+3.5% | 加碼 |
| First National Bank Sioux Falls | 5,970 | $146.9 萬 | 0.93% | 00.0% | 不變 |
| Massachusetts Wealth Management | 5,951 | $146.4 萬 | 1.40% | +245+4.3% | 加碼 |
| Bridgeway Capital Management, LLC | 5,940 | $146.2 萬 | 0.03% | +5,940 | 新進 |
| Mattern Wealth Management LLC | 5,934 | $146.0 萬 | 0.43% | −201−3.3% | 減碼 |
| Lifeworks Advisors, LLC | 5,900 | $145.2 萬 | 0.62% | +517+9.6% | 加碼 |
| Essex Savings Bank | 5,898 | $145.1 萬 | 0.48% | +117+2.0% | 加碼 |
| Nomura Holdings Inc | 5,860 | $144.2 萬 | 0.01% | −31,600−84.4% | 減碼 |
| LGT Group Foundation | 5,850 | $143.9 萬 | 0.03% | −174−2.9% | 減碼 |
| Beaton Management Co. Inc. | 5,823 | $143.3 萬 | 0.91% | 00.0% | 不變 |
| WBI Investments | 5,815 | $143.1 萬 | 0.26% | +5,815 | 新進 |