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 | 3,772 | $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 | 3,023 | $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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 59,214 | $1,457 萬 | 0.64% | −1,516−2.5% | 減碼 |
| Congress Asset Management Co | 59,034 | $1,453 萬 | 0.13% | −15,236−20.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 57,907 | $1,425 萬 | 0.21% | −4,826−7.7% | 減碼 |
| Norinchukin Bank, The | 57,566 | $1,416 萬 | 0.24% | +6,223+12.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 57,228 | $1,408 萬 | 0.16% | −7,229−11.2% | 減碼 |
| Moran Wealth Management, LLC | 56,390 | $1,387 萬 | 0.52% | −2,839−4.8% | 減碼 |
| Nissay Asset Management Corp | 56,333 | $1,386 萬 | 0.12% | −1,306−2.3% | 減碼 |
| Wolverine Trading, LLC | 56,000 | $1,368 萬 | 0.18% | +56,000 | 新進 |
| Acadian Asset Management LLC | 55,465 | $1,364 萬 | 0.06% | −156,836−73.9% | 減碼 |
| Richard C. Young & CO., LTD. | 55,148 | $1,357 萬 | 1.86% | +1,309+2.4% | 加碼 |
| Fullerton Fund Management Co Ltd. | 54,995 | $1,353 萬 | 0.95% | +54,995 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 54,749 | $1,347 萬 | 0.18% | +2,135+4.1% | 加碼 |
| RiverFront Investment Group, LLC | 54,683 | $1,345 萬 | 0.44% | +2,160+4.1% | 加碼 |
| Birmingham Capital Management Co Inc | 54,410 | $1,339 萬 | 5.60% | −1,900−3.4% | 減碼 |
| CBOE Vest Financial, LLC | 54,694 | $1,333 萬 | 1.24% | +15,387+39.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 50,958 | $1,327 萬 | 0.29% | +26,005+104.2% | 加碼 |
| Greenwood Gearhart Inc | 53,894 | $1,326 萬 | 1.54% | +2,958+5.8% | 加碼 |
| Main Street Research LLC | 52,956 | $1,303 萬 | 2.08% | −790−1.5% | 減碼 |
| LaFleur & Godfrey LLC | 52,805 | $1,299 萬 | 1.95% | +788+1.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 52,246 | $1,286 萬 | 0.32% | −15,627−23.0% | 減碼 |
| Charter Trust Co | 52,161 | $1,283 萬 | 0.98% | −1,512−2.8% | 減碼 |
| TD Waterhouse Canada Inc. | 50,863 | $1,273 萬 | 0.13% | −8,642−14.5% | 減碼 |
| Whittier Trust Co | 51,673 | $1,271 萬 | 0.22% | −683−1.3% | 減碼 |
| Aptus Capital Advisors, LLC | 51,656 | $1,271 萬 | 0.37% | −3,739−6.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,448 | $1,266 萬 | 0.16% | −94,097−64.7% | 減碼 |
| Eisler Capital (UK) Ltd. | 51,284 | $1,262 萬 | 1.36% | −81,739−61.4% | 減碼 |
| Dearborn Partners LLC | 51,085 | $1,257 萬 | 0.48% | +319+0.6% | 加碼 |
| Baader Bank INC | 50,606 | $1,245 萬 | 1.08% | +89+0.2% | 加碼 |
| Howe & Rusling Inc | 50,556 | $1,244 萬 | 1.39% | −80.0% | 減碼 |
| Clear Harbor Asset Management, LLC | 50,479 | $1,242 萬 | 1.22% | +389+0.8% | 加碼 |
| Public Sector Pension Investment Board | 49,348 | $1,214 萬 | 0.09% | −7,907−13.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 49,089 | $1,208 萬 | 0.12% | +16,890+52.5% | 加碼 |
| Bogart Wealth, LLC | 47,542 | $1,170 萬 | 0.74% | +423+0.9% | 加碼 |
| Wealthfront Advisers LLC | 47,366 | $1,165 萬 | 0.05% | −8,615−15.4% | 減碼 |
| Winslow Capital Management, LLC | 47,260 | $1,163 萬 | 0.05% | +47,260 | 新進 |
| Central Trust Co | 47,138 | $1,160 萬 | 0.32% | +786+1.7% | 加碼 |
| Canada Pension Plan Investment Board | 47,088 | $1,159 萬 | 0.02% | −19,299−29.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 47,072 | $1,158 萬 | 0.11% | −2,682−5.4% | 減碼 |
| British Columbia Investment Management Corp | 46,616 | $1,147 萬 | 0.11% | +175+0.4% | 加碼 |
| Salem Investment Counselors Inc | 46,615 | $1,147 萬 | 0.42% | +353+0.8% | 加碼 |
| Congress Wealth Management LLC | 46,513 | $1,144 萬 | 0.27% | +543+1.2% | 加碼 |
| Lee Danner & Bass Inc | 46,430 | $1,142 萬 | 0.98% | −3,890−7.7% | 減碼 |
| ING Groep NV | 46,193 | $1,137 萬 | 0.09% | −99,014−68.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 45,995 | $1,132 萬 | 0.02% | −1,042−2.2% | 減碼 |
| Mastrapasqua Asset Management Inc | 45,843 | $1,128 萬 | 1.27% | −627−1.3% | 減碼 |
| Wharton Business Group, LLC | 45,727 | $1,125 萬 | 0.74% | −1,502−3.2% | 減碼 |
| Cetera Advisors LLC | 45,409 | $1,117 萬 | 0.18% | +15,052+49.6% | 加碼 |
| ExodusPoint Capital Management, LP | 45,082 | $1,109 萬 | 0.13% | +45,082 | 新進 |
| Community Bank of Raymore | 45,065 | $1,109 萬 | 4.80% | −10,720−19.2% | 減碼 |
| American Assets Investment Management, LLC | 45,000 | $1,107 萬 | 1.23% | 00.0% | 不變 |
| Allied Investment Advisors, LLC | 44,018 | $1,083 萬 | 3.14% | +758+1.8% | 加碼 |
| Clifford Swan Investment Counsel LLC | 43,444 | $1,069 萬 | 0.43% | −542−1.2% | 減碼 |
| Culbertson A N & Co Inc | 43,371 | $1,067 萬 | 2.06% | +421+1.0% | 加碼 |
| Trexquant Investment LP | 43,224 | $1,064 萬 | 0.28% | −1,477−3.3% | 減碼 |
| Securian Asset Management, Inc | 42,831 | $1,054 萬 | 0.27% | −922−2.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 42,491 | $1,046 萬 | 0.31% | +937+2.3% | 加碼 |
| Jacobs & Co | 42,463 | $1,045 萬 | 1.24% | −118−0.3% | 減碼 |
| Davenport & Co LLC | 42,408 | $1,043 萬 | 0.08% | −566−1.3% | 減碼 |
| Bank of Nova Scotia | 42,391 | $1,043 萬 | 0.03% | +6,678+18.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 42,095 | $1,036 萬 | 0.52% | +9,553+29.4% | 加碼 |
| Atwater Malick LLC | 41,843 | $1,030 萬 | 4.40% | +985+2.4% | 加碼 |
| Hantz Financial Services, Inc. | 41,546 | $1,022 萬 | 0.26% | +119+0.3% | 加碼 |
| Cornerstone Advisors, LLC | 41,500 | $1,021 萬 | 0.49% | +1,500+3.8% | 加碼 |
| Stockman Wealth Management, Inc. | 41,461 | $1,020 萬 | 2.19% | +1,457+3.6% | 加碼 |
| Kentucky Retirement Systems | 41,436 | $1,020 萬 | 0.34% | +289+0.7% | 加碼 |
| Atria Investments LLC | 41,358 | $1,018 萬 | 0.18% | −222−0.5% | 減碼 |
| Advisory Services Network, LLC | 41,157 | $1,013 萬 | 0.27% | −182−0.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 40,887 | $1,006 萬 | 0.34% | −9,846−19.4% | 減碼 |
| Scotia Capital Inc. | 40,829 | $1,005 萬 | 0.07% | −3,111−7.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 40,683 | $1,001 萬 | 1.07% | −1,102−2.6% | 減碼 |
| PGGM Investments | 40,521 | $997.0 萬 | 0.16% | +2,929+7.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 40,403 | $994.1 萬 | 0.20% | +2,300+6.0% | 加碼 |
| Stillwater Capital Advisors, LLC | 40,393 | $993.9 萬 | 1.76% | +310+0.8% | 加碼 |
| Pittenger & Anderson Inc | 40,135 | $987.5 萬 | 0.47% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 40,133 | $987.5 萬 | 0.12% | −240−0.6% | 減碼 |
| Freemont Management S.A. | 40,000 | $984.2 萬 | 1.24% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 39,943 | $982.8 萬 | 1.07% | +1,110+2.9% | 加碼 |
| LS Investment Advisors, LLC | 39,832 | $980.1 萬 | 1.72% | +173+0.4% | 加碼 |
| Andra AP-fonden | 39,800 | $979.3 萬 | 0.25% | −6,700−14.4% | 減碼 |
| Maryland State Retirement & Pension System | 39,454 | $970.8 萬 | 0.20% | −1,745−4.2% | 減碼 |
| Noesis Capital Mangement Corp | 39,282 | $966.5 萬 | 2.38% | −653−1.6% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 39,368 | $964.7 萬 | 0.69% | +39,368 | 新進 |
| Fayez Sarofim & Co | 39,174 | $963.9 萬 | 0.03% | +1,576+4.2% | 加碼 |
| Prio Wealth Limited Partnership | 39,140 | $963.0 萬 | 0.34% | −170−0.4% | 減碼 |
| Citadel Advisors LLC | 38,858 | $956.1 萬 | 0.01% | −174,805−81.8% | 減碼 |
| First National Trust Co | 38,679 | $951.7 萬 | 0.44% | −37,443−49.2% | 減碼 |
| Ziegler Capital Management, LLC | 38,404 | $945.0 萬 | 0.36% | −5,754−13.0% | 減碼 |
| Capstone Investment Advisors, LLC | 38,133 | $938.3 萬 | 0.28% | +37,382+4,977.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 38,091 | $937.3 萬 | 0.13% | +857+2.3% | 加碼 |
| Prospera Financial Services Inc | 37,935 | $933.8 萬 | 0.36% | +1,353+3.7% | 加碼 |
| Simmons Bank | 37,943 | $933.6 萬 | 0.78% | −274−0.7% | 減碼 |
| Ethic Inc. | 37,787 | $929.8 萬 | 0.34% | −290−0.8% | 減碼 |
| Putnam Investments LLC | 37,493 | $922.5 萬 | 0.01% | +259+0.7% | 加碼 |
| Dakota Wealth Management | 37,313 | $918.1 萬 | 0.43% | −29,078−43.8% | 減碼 |
| Prudential PLC | 37,301 | $917.8 萬 | 0.11% | −742−2.0% | 減碼 |
| Rafferty Asset Management, LLC | 37,245 | $916.4 萬 | 0.05% | +3,280+9.7% | 加碼 |
| Synovus Financial Corp | 37,127 | $913.5 萬 | 0.10% | +366+1.0% | 加碼 |
| Parsons Capital Management Inc | 37,025 | $911.0 萬 | 0.70% | +460+1.3% | 加碼 |
| Cullinan Associates Inc | 36,759 | $904.5 萬 | 0.50% | +5,657+18.2% | 加碼 |
| Snowden Capital Advisors LLC | 36,397 | $895.5 萬 | 0.32% | +1,550+4.4% | 加碼 |