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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 4,596 | $113.1 萬 | 0.03% | +254+5.8% | 加碼 |
| Pinnacle West Asset Management, Inc. | 4,580 | $112.7 萬 | 1.09% | −30−0.7% | 減碼 |
| Am Investment Strategies LLC | 4,582 | $112.7 萬 | 0.35% | +100+2.2% | 加碼 |
| PSI Advisors, LLC | 4,567 | $112.4 萬 | 0.49% | +2,212+93.9% | 加碼 |
| Orleans Capital Management Corp | 4,565 | $112.3 萬 | 0.80% | −40−0.9% | 減碼 |
| Epoch Investment Partners, Inc. | 4,560 | $112.2 萬 | 0.01% | +230+5.3% | 加碼 |
| LexAurum Advisors, LLC | 4,538 | $111.7 萬 | 0.34% | +723+19.0% | 加碼 |
| Dark Forest Capital Management LP | 4,533 | $111.5 萬 | 0.12% | +2,091+85.6% | 加碼 |
| Allen Capital Group, LLC | 4,525 | $111.3 萬 | 0.20% | −53−1.2% | 減碼 |
| Waldron Private Wealth LLC | 4,524 | $111.3 萬 | 0.06% | −5,034−52.7% | 減碼 |
| Symmetry Partners, LLC | 4,518 | $111.2 萬 | 0.06% | −5,702−55.8% | 減碼 |
| West Oak Capital, LLC | 4,517 | $111.1 萬 | 0.54% | −350−7.2% | 減碼 |
| Westhampton Capital, LLC | 4,510 | $111.0 萬 | 0.72% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 4,508 | $110.9 萬 | 0.76% | −340−7.0% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,502 | $110.8 萬 | 0.15% | −39−0.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,499 | $110.7 萬 | 0.21% | +407+9.9% | 加碼 |
| Kovack Advisors, Inc. | 4,452 | $109.6 萬 | 0.14% | −88−1.9% | 減碼 |
| Beech Hill Advisors, Inc. | 4,450 | $109.5 萬 | 0.53% | 00.0% | 不變 |
| Duality Advisers, LP | 4,447 | $109.4 萬 | 0.14% | +4,447 | 新進 |
| Gilbert & Cook, Inc. | 4,442 | $109.3 萬 | 0.18% | +230+5.5% | 加碼 |
| RS Crum Inc. | 4,430 | $109.0 萬 | 0.39% | +125+2.9% | 加碼 |
| Strategic Blueprint, LLC | 4,423 | $108.8 萬 | 0.10% | +452+11.4% | 加碼 |
| Smithfield Trust Co | 4,415 | $108.7 萬 | 0.07% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 4,414 | $108.6 萬 | 0.01% | +184+4.3% | 加碼 |
| Biltmore Family Office, LLC | 4,412 | $108.6 萬 | 0.23% | −437−9.0% | 減碼 |
| Aureus Asset Management, LLC | 4,403 | $108.3 萬 | 0.08% | −1,408−24.2% | 減碼 |
| High Falls Advisors, Inc | 4,402 | $108.3 萬 | 0.31% | −20−0.5% | 減碼 |
| Flagship Harbor Advisors, LLC | 4,399 | $108.2 萬 | 0.09% | +1,092+33.0% | 加碼 |
| Princeton Global Asset Management LLC | 4,385 | $107.9 萬 | 0.32% | −30−0.7% | 減碼 |
| Roman Butler Fullerton & Co | 4,098 | $107.7 萬 | 0.49% | −411−9.1% | 減碼 |
| First Hawaiian Bank | 4,373 | $107.6 萬 | 0.04% | −642−12.8% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 4,373 | $107.6 萬 | 0.30% | +45+1.0% | 加碼 |
| Farmers Trust Co | 4,370 | $107.5 萬 | 0.23% | −170−3.7% | 減碼 |
| Clark Capital Management Group, Inc. | 4,361 | $107.3 萬 | 0.01% | +622+16.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 4,356 | $107.2 萬 | 0.11% | +1,673+62.4% | 加碼 |
| CWM Advisors, LLC | 4,354 | $107.1 萬 | 0.13% | +2,383+120.9% | 加碼 |
| Aaron Wealth Advisors | 4,349 | $107.0 萬 | 0.14% | +376+9.5% | 加碼 |
| Norway Savings Bank | 4,345 | $106.9 萬 | 0.58% | +890+25.8% | 加碼 |
| Clearstead Advisors, LLC | 4,329 | $106.5 萬 | 0.06% | +1,200+38.4% | 加碼 |
| Trustmark National Bank Trust Department | 4,304 | $105.9 萬 | 0.10% | −103−2.3% | 減碼 |
| Sit Investment Associates Inc | 4,300 | $105.8 萬 | 0.03% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 4,321 | $105.8 萬 | 0.18% | +584+15.6% | 加碼 |
| NorthRock Partners, LLC | 4,287 | $105.5 萬 | 0.12% | −714−14.3% | 減碼 |
| Quadrant Capital Group LLC | 4,275 | $105.2 萬 | 0.10% | +82+2.0% | 加碼 |
| Carson Advisory Inc. | 4,251 | $104.6 萬 | 0.88% | −10−0.2% | 減碼 |
| Change Path, LLC | 4,244 | $104.4 萬 | 0.05% | +694+19.5% | 加碼 |
| World Equity Group, Inc. | 4,241 | $104.3 萬 | 0.31% | −127,392−96.8% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,240 | $104.3 萬 | 0.04% | −1,340−24.0% | 減碼 |
| Dana Investment Advisors, Inc. | 4,229 | $104.1 萬 | 0.05% | −24−0.6% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 4,225 | $104.0 萬 | 0.00% | −845−16.7% | 減碼 |
| Sound Financial Strategies Group, LLC | 4,219 | $103.8 萬 | 0.76% | −440−9.4% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,208 | $103.7 萬 | 0.23% | −250−5.6% | 減碼 |
| Windsor Group LTD | 4,216 | $103.7 萬 | 0.19% | −52−1.2% | 減碼 |
| Birch Hill Investment Advisors LLC | 4,214 | $103.7 萬 | 0.06% | 00.0% | 不變 |
| Solstein Capital, LLC | 4,214 | $103.7 萬 | 0.86% | 00.0% | 不變 |
| City State Bank | 4,212 | $103.6 萬 | 0.56% | −18−0.4% | 減碼 |
| TRUE Private Wealth Advisors | 4,205 | $103.5 萬 | 0.15% | −26−0.6% | 減碼 |
| FinTrust Capital Advisors, LLC | 4,310 | $103.3 萬 | 0.25% | 00.0% | 不變 |
| Gradient Investments LLC | 4,189 | $103.1 萬 | 0.03% | +338+8.8% | 加碼 |
| Edgestream Partners, L.P. | 4,176 | $102.8 萬 | 0.09% | −7,660−64.7% | 減碼 |
| Werlinich Asset Management, LLC | 4,175 | $102.7 萬 | 0.82% | +200+5.0% | 加碼 |
| Wedmont Private Capital | 3,995 | $102.1 萬 | 0.11% | +289+7.8% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 4,148 | $102.1 萬 | 0.02% | +4,148 | 新進 |
| Confluence Wealth Services, Inc. | 4,144 | $102.0 萬 | 0.22% | +26+0.6% | 加碼 |
| RFP Financial Group LLC | 4,112 | $101.1 萬 | 0.41% | +3,271+388.9% | 加碼 |
| Monticello Wealth Management, LLC | 4,105 | $101.0 萬 | 0.10% | 00.0% | 不變 |
| Mission Wealth Management, LP | 4,105 | $101.0 萬 | 0.04% | +310+8.2% | 加碼 |
| WMS Partners, LLC | 4,103 | $101.0 萬 | 0.08% | −517−11.2% | 減碼 |
| Montis Financial, LLC | 4,094 | $100.7 萬 | 0.66% | +10.0% | 加碼 |
| Live Oak Private Wealth LLC | 4,081 | $100.4 萬 | 0.20% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 4,070 | $100.1 萬 | 0.34% | +10+0.2% | 加碼 |
| Acorn Wealth Advisors, LLC | 4,064 | $100.0 萬 | 0.68% | +12+0.3% | 加碼 |
| Journey Advisory Group, LLC | 4,062 | $100.0 萬 | 0.15% | −225−5.2% | 減碼 |
| Lantz Financial LLC | 4,061 | $99.9 萬 | 0.39% | +52+1.3% | 加碼 |
| Adell Harriman & Carpenter Inc | 4,034 | $99.8 萬 | 0.10% | +125+3.2% | 加碼 |
| IAM Advisory, LLC | 4,035 | $99.3 萬 | 0.34% | −17−0.4% | 減碼 |
| Chicago Capital, LLC | 4,035 | $99.3 萬 | 0.04% | −100−2.4% | 減碼 |
| ABN AMRO Bank N.V. | 4,032 | $99.1 萬 | 0.02% | +1,273+46.1% | 加碼 |
| Versor Investments LP | 4,026 | $99.1 萬 | 0.17% | −9,899−71.1% | 減碼 |
| Sciencast Management LP | 4,012 | $99.0 萬 | 0.81% | +4,012 | 新進 |
| Quad-Cities Investment Group, LLC | 4,021 | $98.9 萬 | 0.65% | +3+0.1% | 加碼 |
| Norwood Financial Corp | 4,020 | $98.9 萬 | 1.48% | +90+2.3% | 加碼 |
| Woodward Diversified Capital, LLC | 4,020 | $98.9 萬 | 0.75% | −57−1.4% | 減碼 |
| ZWJ Investment Counsel Inc | 4,018 | $98.9 萬 | 0.05% | 00.0% | 不變 |
| Paloma Partners Management Co | 4,015 | $98.8 萬 | 0.23% | +4,015 | 新進 |
| Kowal Investment Group, LLC | 4,012 | $98.7 萬 | 0.26% | −16−0.4% | 減碼 |
| SNS Financial Group, LLC | 4,011 | $98.7 萬 | 0.13% | −11−0.3% | 減碼 |
| Southeast Asset Advisors Inc. | 4,008 | $98.6 萬 | 0.14% | −196−4.7% | 減碼 |
| Paradigm Asset Management Co LLC | 4,000 | $98.4 萬 | 0.26% | +3,400+566.7% | 加碼 |
| Saybrook Capital | 4,000 | $98.4 萬 | 0.29% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 3,998 | $98.4 萬 | 0.17% | +151+3.9% | 加碼 |
| Balentine LLC | 3,979 | $97.9 萬 | 0.03% | +436+12.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,973 | $97.8 萬 | 0.13% | −92−2.3% | 減碼 |
| Texas Capital Bancshares Inc | 3,948 | $97.1 萬 | 0.54% | −23−0.6% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 3,945 | $97.1 萬 | 0.72% | −75−1.9% | 減碼 |
| CoreFirst Bank & Trust | 3,943 | $97.0 萬 | 0.68% | −290−6.9% | 減碼 |
| Penserra Capital Management LLC | 3,949 | $97.0 萬 | 0.02% | +3,921+14,003.6% | 加碼 |
| Washington Trust Co | 3,941 | $97.0 萬 | 0.04% | −70−1.7% | 減碼 |
| IVC Wealth Advisors LLC | 3,939 | $96.9 萬 | 0.61% | −52−1.3% | 減碼 |
| Field & Main Bank | 3,933 | $96.8 萬 | 0.54% | +74+1.9% | 加碼 |