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 |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 1,609 | $39.6 萬 | 0.22% | +1+0.1% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,606 | $39.5 萬 | 0.23% | 00.0% | 不變 |
| Quantbot Technologies LP | 1,603 | $39.4 萬 | 0.03% | −11,674−87.9% | 減碼 |
| Navellier & Associates Inc | 1,600 | $39.4 萬 | 0.08% | −2,400−60.0% | 減碼 |
| IMS Capital Management | 1,600 | $39.4 萬 | 0.22% | 00.0% | 不變 |
| WESCAP Management Group, Inc. | 1,600 | $39.4 萬 | 0.14% | 00.0% | 不變 |
| Icapital Wealth LLC | 1,600 | $39.4 萬 | 0.25% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 1,594 | $39.2 萬 | 0.01% | −49−3.0% | 減碼 |
| Frisch Financial Group, Inc. | 1,593 | $39.2 萬 | 0.19% | +9+0.6% | 加碼 |
| Operose Advisors LLC | 1,593 | $39.2 萬 | 0.18% | +17+1.1% | 加碼 |
| Trustco Bank Corp N Y | 1,591 | $39.1 萬 | 0.42% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,590 | $39.1 萬 | 0.04% | −5,084−76.2% | 減碼 |
| BNC Wealth Management, LLC | 1,591 | $39.1 萬 | 0.21% | −45−2.8% | 減碼 |
| RKL Wealth Management LLC | 1,583 | $39.0 萬 | 0.05% | +21+1.3% | 加碼 |
| C2C Wealth Management, LLC | 1,505 | $38.9 萬 | 0.05% | 00.0% | 不變 |
| Meredith Wealth Planning | 1,580 | $38.9 萬 | 0.32% | 00.0% | 不變 |
| Avestar Capital, LLC | 1,574 | $38.7 萬 | 0.07% | +160+11.3% | 加碼 |
| Trust Co of Virginia | 1,573 | $38.7 萬 | 0.04% | −67−4.1% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,503 | $38.7 萬 | 0.20% | +3+0.2% | 加碼 |
| Davidson Investment Advisors | 1,570 | $38.6 萬 | 0.02% | 00.0% | 不變 |
| Waters Parkerson & Co., LLC | 1,563 | $38.5 萬 | 0.02% | 00.0% | 不變 |
| TFG Advisers LLC | 1,559 | $38.4 萬 | 0.17% | +90+6.1% | 加碼 |
| Mirador Capital Partners LP | 1,555 | $38.3 萬 | 0.09% | +1,555 | 新進 |
| Zullo Investment Group, Inc. | 1,553 | $38.2 萬 | 0.22% | +35+2.3% | 加碼 |
| Quantum Financial Advisors, LLC | 1,552 | $38.2 萬 | 0.11% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 1,550 | $38.1 萬 | 0.22% | −13−0.8% | 減碼 |
| Richwood Investment Advisors, LLC | 1,545 | $38.0 萬 | 0.37% | +40+2.7% | 加碼 |
| Charter Oak Capital Management, LLC | 1,545 | $38.0 萬 | 0.05% | +3+0.2% | 加碼 |
| Tradition Wealth Management, LLC | 1,546 | $38.0 萬 | 0.04% | −171−10.0% | 減碼 |
| SAM Advisors, LLC | 1,540 | $37.9 萬 | 0.16% | 00.0% | 不變 |
| West Family Investments, Inc. | 1,539 | $37.9 萬 | 0.15% | +1,539 | 新進 |
| Mengis Capital Management, Inc. | 1,538 | $37.8 萬 | 0.08% | +26+1.7% | 加碼 |
| Addison Advisors LLC | 1,538 | $37.8 萬 | 0.19% | −25−1.6% | 減碼 |
| Hollencrest Capital Management | 1,537 | $37.8 萬 | 0.04% | +525+51.9% | 加碼 |
| Burton Enright Welch | 1,532 | $37.7 萬 | 0.12% | +32+2.1% | 加碼 |
| Sweeney & Michel, LLC | 1,329 | $37.6 萬 | 0.19% | 00.0% | 不變 |
| Mark Stevens | 1,527 | $37.6 萬 | 0.05% | +13+0.9% | 加碼 |
| Plancorp, LLC | 1,527 | $37.6 萬 | 0.02% | +57+3.9% | 加碼 |
| Firethorn Wealth Partners, LLC | 1,523 | $37.5 萬 | 0.28% | +5+0.3% | 加碼 |
| Connectus Wealth, LLC | 1,517 | $37.4 萬 | 0.01% | +93+6.5% | 加碼 |
| Sage Mountain Advisors LLC | 1,519 | $37.4 萬 | 0.05% | +90+6.3% | 加碼 |
| Planning Center, Inc. | 1,518 | $37.4 萬 | 0.09% | −660−30.3% | 減碼 |
| Regent Peak Wealth Advisors LLC | 1,518 | $37.4 萬 | 0.11% | −70−4.4% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,514 | $37.3 萬 | 0.01% | −170−10.1% | 減碼 |
| Pinnacle Financial Group, LLC | 1,514 | $37.3 萬 | 0.21% | −152−9.1% | 減碼 |
| Barr E S & Co | 1,513 | $37.2 萬 | 0.03% | +200+15.2% | 加碼 |
| Abacus Wealth Partners, LLC | 1,512 | $37.2 萬 | 0.11% | 00.0% | 不變 |
| Forte Capital LLC | 1,509 | $37.1 萬 | 0.05% | +1+0.1% | 加碼 |
| Davis Investment Partners, LLC | 1,421 | $37.1 萬 | 0.18% | +1,421 | 新進 |
| Bell Bank | 1,505 | $37.0 萬 | 0.04% | +3+0.2% | 加碼 |
| Lazari Capital Management, Inc. | 1,502 | $37.0 萬 | 0.21% | +1,502 | 新進 |
| Schulhoff & Co Inc | 1,500 | $36.9 萬 | 0.17% | 00.0% | 不變 |
| Rbo & Co LLC | 1,500 | $36.9 萬 | 0.06% | 00.0% | 不變 |
| Jupiter Wealth Management LLC | 1,500 | $36.9 萬 | 0.32% | 00.0% | 不變 |
| Bigelow Investment Advisors, LLC | 1,500 | $36.9 萬 | 0.20% | +79+5.6% | 加碼 |
| Chickasaw Capital Management LLC | 1,500 | $36.9 萬 | 0.02% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 1,498 | $36.9 萬 | 0.15% | +105+7.5% | 加碼 |
| Braun-Bostich & Associates Inc. | 1,498 | $36.9 萬 | 0.79% | +259+20.9% | 加碼 |
| Beaumont Financial Advisors, LLC | 1,497 | $36.8 萬 | 0.03% | +37+2.5% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 1,487 | $36.8 萬 | 0.02% | +185+14.2% | 加碼 |
| Center For Asset Management LLC | 1,492 | $36.7 萬 | 0.35% | +1+0.1% | 加碼 |
| State of Wyoming | 1,491 | $36.7 萬 | 0.11% | +262+21.3% | 加碼 |
| Tectonic Advisors LLC | 1,489 | $36.6 萬 | 0.05% | +12+0.8% | 加碼 |
| Strategic Equity Management | 1,484 | $36.5 萬 | 0.12% | +8+0.5% | 加碼 |
| TrinityPoint Wealth, LLC | 1,483 | $36.5 萬 | 0.07% | +42+2.9% | 加碼 |
| Breakwater Capital Group | 1,476 | $36.3 萬 | 0.13% | +273+22.7% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 1,476 | $36.3 萬 | 0.02% | 00.0% | 不變 |
| Warren Street Wealth Advisors, LLC | 1,475 | $36.3 萬 | 0.24% | +96+7.0% | 加碼 |
| Acima Private Wealth, LLC | 1,473 | $36.2 萬 | 0.17% | −5−0.3% | 減碼 |
| Oxford Financial Group Ltd | 1,471 | $36.2 萬 | 0.03% | +328+28.7% | 加碼 |
| Ledyard National Bank | 1,467 | $36.1 萬 | 0.04% | +55+3.9% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 1,466 | $36.1 萬 | 0.02% | −24−1.6% | 減碼 |
| Affinity Capital Advisors, LLC | 1,466 | $36.1 萬 | 0.10% | −125−7.9% | 減碼 |
| Legacy Financial Advisors, Inc. | 1,465 | $36.1 萬 | 0.07% | +208+16.5% | 加碼 |
| Evanson Asset Management, LLC | 1,465 | $36.1 萬 | 0.03% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 1,463 | $36.0 萬 | 0.11% | +39+2.7% | 加碼 |
| Brookfield Asset Management Inc. | 1,451 | $35.7 萬 | 0.00% | −30,027−95.4% | 減碼 |
| Fox Run Management, L.L.C. | 1,451 | $35.7 萬 | 0.10% | +1,451 | 新進 |
| First Community Trust NA | 1,450 | $35.7 萬 | 0.40% | 00.0% | 不變 |
| Invesco, LLC | 1,448 | $35.6 萬 | 0.18% | +1,448 | 新進 |
| Gamco Investors, Inc. Et Al | 1,447 | $35.6 萬 | 0.00% | +89+6.6% | 加碼 |
| Prosperity Financial Group, Inc. | 1,446 | $35.6 萬 | 0.31% | +43+3.1% | 加碼 |
| McGowan Group Asset Management, Inc. | 1,445 | $35.5 萬 | 0.06% | +101+7.5% | 加碼 |
| Silicon Hills Wealth Management, LLC | 1,443 | $35.5 萬 | 0.20% | 00.0% | 不變 |
| Insight Advisors, LLC | 1,441 | $35.5 萬 | 0.08% | −457−24.1% | 減碼 |
| Signet Investment Advisory Group, Inc. | 1,440 | $35.4 萬 | 0.23% | −5−0.3% | 減碼 |
| Personal Cfo Solutions, LLC | 1,439 | $35.4 萬 | 0.07% | +16+1.1% | 加碼 |
| apricus wealth, LLC | 1,375 | $35.4 萬 | 0.31% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 1,437 | $35.4 萬 | 0.07% | 00.0% | 不變 |
| Acas, LLC | 1,429 | $35.2 萬 | 0.47% | +17+1.2% | 加碼 |
| GFG Capital, LLC | 1,428 | $35.1 萬 | 0.07% | +1,428 | 新進 |
| Sugarloaf Wealth Management, LLC | 1,426 | $35.1 萬 | 0.08% | −117−7.6% | 減碼 |
| Bender Robert & Associates | 1,422 | $35.0 萬 | 0.10% | −195−12.1% | 減碼 |
| GraniteShares Advisors LLC | 1,422 | $35.0 萬 | 0.32% | −115−7.5% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 1,420 | $35.0 萬 | 0.28% | +6+0.4% | 加碼 |
| Congress Park Capital LLC | 1,420 | $34.9 萬 | 0.20% | +350+32.7% | 加碼 |
| North Star Asset Management Inc | 1,420 | $34.9 萬 | 0.02% | −40−2.7% | 減碼 |
| WestHill Financial Advisors, Inc. | 1,411 | $34.7 萬 | 0.10% | 00.0% | 不變 |
| Fingerlakes Wealth Management, Inc. | 1,406 | $34.6 萬 | 0.40% | −104−6.9% | 減碼 |
| Excalibur Management Corp | 1,403 | $34.5 萬 | 0.18% | +396+39.3% | 加碼 |