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 | 3,773 | $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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 5,801 | $142.7 萬 | 0.31% | −491−7.8% | 減碼 |
| Duff & Phelps Investment Management Co | 5,775 | $142.1 萬 | 0.02% | 00.0% | 不變 |
| Zhang Financial LLC | 5,735 | $142.0 萬 | 0.15% | +823+16.8% | 加碼 |
| HRT Financial LP | 5,736 | $141.1 萬 | 0.01% | +3,483+154.6% | 加碼 |
| Eads & Heald Wealth Management | 5,722 | $140.8 萬 | 0.69% | +1,579+38.1% | 加碼 |
| CFM Wealth Partners LLC | 5,688 | $140.0 萬 | 0.34% | 00.0% | 不變 |
| Financial Architects, Inc | 5,687 | $139.9 萬 | 0.21% | −319−5.3% | 減碼 |
| Cobblestone Capital Advisors LLC | 5,676 | $139.7 萬 | 0.10% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 5,644 | $138.9 萬 | 0.14% | +5,644 | 新進 |
| Occidental Asset Management, LLC | 5,634 | $138.6 萬 | 0.31% | +4,214+296.8% | 加碼 |
| Alaethes Wealth LLC | 5,627 | $138.5 萬 | 0.76% | +144+2.6% | 加碼 |
| Investment House LLC | 5,623 | $138.4 萬 | 0.10% | −582−9.4% | 減碼 |
| Ballentine Partners, LLC | 5,621 | $138.3 萬 | 0.03% | +207+3.8% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 5,612 | $138.1 萬 | 0.72% | −42−0.7% | 減碼 |
| Eagle Rock Investment Company, LLC | 5,323 | $137.0 萬 | 0.29% | +5,323 | 新進 |
| Lindbrook Capital, LLC | 5,529 | $136.0 萬 | 0.14% | +897+19.4% | 加碼 |
| Total Clarity Wealth Management, Inc. | 5,516 | $135.7 萬 | 0.67% | +1,288+30.5% | 加碼 |
| Essex Investment Management Co LLC | 5,509 | $135.5 萬 | 0.19% | −9,421−63.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 5,505 | $135.5 萬 | 0.22% | −100−1.8% | 減碼 |
| Harvest Volatility Management LLC | 5,495 | $135.2 萬 | 0.27% | +213+4.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,488 | $135.0 萬 | 0.05% | +176+3.3% | 加碼 |
| Parkside Financial Bank & Trust | 5,470 | $134.6 萬 | 0.32% | +597+12.3% | 加碼 |
| RMB Capital Management, LLC | 5,398 | $132.8 萬 | 0.04% | +1,674+45.0% | 加碼 |
| Schechter Investment Advisors, LLC | 5,397 | $132.8 萬 | 0.12% | −281−4.9% | 減碼 |
| Douglas Lane & Associates, LLC | 5,383 | $132.4 萬 | 0.02% | −172−3.1% | 減碼 |
| Glen Eagle Advisors, LLC | 5,383 | $132.4 萬 | 0.31% | −123−2.2% | 減碼 |
| Sequent Asset Management, LLC | 5,375 | $132.3 萬 | 1.43% | −486−8.3% | 減碼 |
| Advisory Alpha, LLC | 5,364 | $132.0 萬 | 0.07% | +1,234+29.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 5,360 | $131.9 萬 | 0.17% | +5,360 | 新進 |
| Garrison Point Advisors, LLC | 5,350 | $131.6 萬 | 0.95% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 5,332 | $131.2 萬 | 0.20% | +125+2.4% | 加碼 |
| Indiana Trust & Investment Management CO | 5,322 | $130.9 萬 | 0.67% | +413+8.4% | 加碼 |
| Cladis Investment Advisory, LLC | 5,322 | $130.9 萬 | 1.14% | −50−0.9% | 減碼 |
| Tempus Wealth Planning, LLC | 5,300 | $130.4 萬 | 0.59% | 00.0% | 不變 |
| HM Payson & Co | 5,283 | $130.0 萬 | 0.03% | +107+2.1% | 加碼 |
| Arkadios Wealth Advisors | 5,271 | $129.7 萬 | 0.15% | −616−10.5% | 減碼 |
| Manchester Financial Inc | 5,259 | $129.4 萬 | 0.37% | +7+0.1% | 加碼 |
| Old Mission Investment Co LLC | 5,238 | $128.9 萬 | 0.48% | +95+1.8% | 加碼 |
| Amarillo National Bank | 5,236 | $128.8 萬 | 0.25% | 00.0% | 不變 |
| Charles Schwab Trust Co | 6,241 | $128.4 萬 | 0.15% | 00.0% | 不變 |
| Advisors Management Group Inc | 5,218 | $128.4 萬 | 0.38% | +2,857+121.0% | 加碼 |
| Harbour Investments, Inc. | 5,217 | $128.4 萬 | 0.06% | +647+14.2% | 加碼 |
| SevenBridge Financial Group, LLC | 5,207 | $128.1 萬 | 0.33% | +33+0.6% | 加碼 |
| Comerica Securities,inc. | 5,202 | $128.0 萬 | 0.09% | −168−3.1% | 減碼 |
| Cottage Street Advisors LLC | 5,193 | $127.8 萬 | 0.93% | +282+5.7% | 加碼 |
| Flaharty Asset Management, LLC | 5,185 | $127.6 萬 | 0.22% | −223−4.1% | 減碼 |
| International Assets Investment Management, LLC | 5,181 | $127.5 萬 | 0.17% | +444+9.4% | 加碼 |
| SOL Capital Management CO | 5,177 | $127.4 萬 | 0.19% | 00.0% | 不變 |
| Proequities, Inc. | 5,164 | $127.1 萬 | 0.10% | −475−8.4% | 減碼 |
| Cookson Peirce & Co Inc | 5,159 | $126.9 萬 | 0.08% | −203−3.8% | 減碼 |
| Schear Investment Advisers, LLC | 5,155 | $126.8 萬 | 1.34% | +150+3.0% | 加碼 |
| Foundations Investment Advisors, LLC | 5,153 | $126.8 萬 | 0.04% | +432+9.2% | 加碼 |
| Institute for Wealth Management, LLC. | 5,150 | $126.7 萬 | 0.22% | +20.0% | 加碼 |
| Xcel Wealth Management, LLC | 5,144 | $126.6 萬 | 0.40% | +451+9.6% | 加碼 |
| Sonora Investment Management Group, LLC | 5,131 | $126.3 萬 | 0.11% | +208+4.2% | 加碼 |
| Costello Asset Management, INC | 5,130 | $126.2 萬 | 1.08% | −1,145−18.2% | 減碼 |
| Wade G W & Inc | 5,123 | $126.1 萬 | 0.05% | −1,071−17.3% | 減碼 |
| First Foundation Advisors | 5,101 | $125.5 萬 | 0.05% | +281+5.8% | 加碼 |
| GYL Financial Synergies, LLC | 5,098 | $125.4 萬 | 0.11% | +2,594+103.6% | 加碼 |
| Wintrust Investments LLC | 5,066 | $124.6 萬 | 0.12% | +10.0% | 加碼 |
| Forum Financial Management, LP | 5,029 | $123.7 萬 | 0.03% | +696+16.1% | 加碼 |
| Donoghue Forlines LLC | 5,028 | $123.7 萬 | 0.39% | +3,084+158.6% | 加碼 |
| First County Bank | 5,011 | $123.3 萬 | 0.60% | +497+11.0% | 加碼 |
| IFP Advisors, Inc | 14,805 | $122.8 萬 | 0.06% | +8,050+119.2% | 加碼 |
| K.J. Harrison & Partners Inc | 5,000 | $122.6 萬 | 0.22% | 00.0% | 不變 |
| Cypress Capital Group | 4,958 | $122.0 萬 | 0.18% | +714+16.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 4,936 | $121.5 萬 | 0.13% | −32−0.6% | 減碼 |
| Naviter Wealth, LLC | 4,935 | $121.4 萬 | 0.31% | +613+14.2% | 加碼 |
| Northern Financial Advisors Inc | 4,926 | $121.2 萬 | 1.07% | +588+13.6% | 加碼 |
| Optimum Investment Advisors | 4,920 | $121.1 萬 | 0.59% | +500+11.3% | 加碼 |
| Security National Bank | 4,882 | $120.1 萬 | 0.31% | +2,300+89.1% | 加碼 |
| Diligent Investors, LLC | 4,859 | $119.6 萬 | 0.35% | −102−2.1% | 減碼 |
| Tower Bridge Advisors | 4,845 | $119.2 萬 | 0.11% | −4,900−50.3% | 減碼 |
| Garde Capital, Inc. | 4,836 | $119.0 萬 | 0.10% | 00.0% | 不變 |
| WD Rutherford LLC | 4,809 | $118.3 萬 | 0.76% | −55−1.1% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 4,785 | $117.7 萬 | 0.68% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 4,784 | $117.7 萬 | 1.20% | +254+5.6% | 加碼 |
| Choate Investment Advisors | 4,782 | $117.7 萬 | 0.05% | +360+8.1% | 加碼 |
| Solidarilty Wealth, LLC | 4,774 | $117.5 萬 | 0.48% | +4,774 | 新進 |
| Eldridge Investment Advisors, Inc. | 4,749 | $116.8 萬 | 0.38% | 00.0% | 不變 |
| Diamant Asset Management, Inc. | 4,735 | $116.5 萬 | 0.89% | −42−0.9% | 減碼 |
| Charter Research & Investment Group, Inc. | 4,733 | $116.5 萬 | 0.97% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 4,729 | $116.4 萬 | 0.06% | −5−0.1% | 減碼 |
| Bahl & Gaynor Inc | 4,714 | $116.0 萬 | 0.01% | +95+2.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 4,700 | $115.6 萬 | 0.02% | +2,167+85.6% | 加碼 |
| Bartlett & Co. LLC | 4,700 | $115.6 萬 | 0.02% | +2,167+85.6% | 加碼 |
| Widmann Financial Services, Inc. | 4,696 | $115.5 萬 | 1.11% | −40−0.8% | 減碼 |
| Patten & Patten Inc | 4,692 | $115.4 萬 | 0.10% | +897+23.6% | 加碼 |
| Good Life Advisors, LLC | 4,690 | $115.4 萬 | 0.13% | −18−0.4% | 減碼 |
| Continuum Advisory, LLC | 4,687 | $115.3 萬 | 0.18% | −18−0.4% | 減碼 |
| Eudaimonia Partners, LLC | 4,681 | $115.2 萬 | 0.26% | −699−13.0% | 減碼 |
| Little House Capital LLC | 4,680 | $115.2 萬 | 0.49% | +19+0.4% | 加碼 |
| Accurate Wealth Management, LLC | 4,496 | $114.9 萬 | 0.36% | +384+9.3% | 加碼 |
| InTrack Investment Management Inc | 4,655 | $114.5 萬 | 0.94% | +4,655 | 新進 |
| Eastern Bank | 4,639 | $114.1 萬 | 0.05% | −50−1.1% | 減碼 |
| Byrne Asset Management LLC | 4,639 | $114.1 萬 | 0.74% | +84+1.8% | 加碼 |
| Private Asset Management Inc | 4,637 | $114.1 萬 | 0.22% | −817−15.0% | 減碼 |
| Opes Wealth Management LLC | 4,626 | $113.8 萬 | 0.32% | +2,166+88.0% | 加碼 |
| Engineers Gate Manager LP | 4,617 | $113.6 萬 | 0.04% | +48+1.1% | 加碼 |
| Nations Financial Group Inc, | 4,616 | $113.6 萬 | 0.11% | −319−6.5% | 減碼 |