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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 36,356 | $894.5 萬 | 0.34% | −7,667−17.4% | 減碼 |
| James Investment Research Inc | 36,120 | $888.7 萬 | 1.14% | −1,551−4.1% | 減碼 |
| Banque Cantonale Vaudoise | 36,100 | $888.3 萬 | 0.41% | +10,284+39.8% | 加碼 |
| JustInvest LLC | 36,091 | $888.0 萬 | 0.27% | +2,627+7.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 36,057 | $887.2 萬 | 0.13% | +3,866+12.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 36,049 | $887.0 萬 | 0.30% | −335−0.9% | 減碼 |
| Achmea Investment Management B.V. | 35,890 | $883.1 萬 | 0.19% | +13,375+59.4% | 加碼 |
| Philadelphia Trust Co | 35,539 | $874.4 萬 | 0.83% | +194+0.5% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 35,456 | $872.4 萬 | 0.95% | −67−0.2% | 減碼 |
| Tufton Capital Management | 35,066 | $862.8 萬 | 1.86% | −1,247−3.4% | 減碼 |
| Strategic Global Advisors, LLC | 34,952 | $860.0 萬 | 1.32% | +34,952 | 新進 |
| Illinois Municipal Retirement Fund | 34,741 | $854.8 萬 | 0.17% | −2,774−7.4% | 減碼 |
| Welch Group, LLC | 34,621 | $851.9 萬 | 0.49% | +1,270+3.8% | 加碼 |
| Shelter Mutual Insurance Co | 34,200 | $841.5 萬 | 2.04% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 34,186 | $841.1 萬 | 0.03% | −470−1.4% | 減碼 |
| TownSquare Capital, LLC | 34,144 | $840.1 萬 | 0.15% | +3,821+12.6% | 加碼 |
| Lyell Wealth Management, LP | 33,531 | $825.0 萬 | 1.05% | +2,363+7.6% | 加碼 |
| Exchange Traded Concepts, LLC | 33,519 | $824.7 萬 | 0.20% | +6,331+23.3% | 加碼 |
| HB Wealth Management, LLC | 32,642 | $803.2 萬 | 0.13% | +2,331+7.7% | 加碼 |
| Brookstone Capital Management | 32,359 | $793.4 萬 | 0.16% | +95+0.3% | 加碼 |
| LMCG Investments, LLC | 32,032 | $788.1 萬 | 0.51% | +7,303+29.5% | 加碼 |
| Louisiana State Employees Retirement System | 31,900 | $784.9 萬 | 0.17% | −1,900−5.6% | 減碼 |
| Longbow Finance SA | 31,595 | $777.4 萬 | 0.91% | −20−0.1% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 31,551 | $776.3 萬 | 2.55% | −3,413−9.8% | 減碼 |
| ClariVest Asset Management LLC | 31,480 | $774.6 萬 | 0.39% | −5,800−15.6% | 減碼 |
| First American Trust, FSB | 31,216 | $768.1 萬 | 1.06% | −420−1.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 30,681 | $754.9 萬 | 0.08% | −124−0.4% | 減碼 |
| Dodge & Cox | 29,999 | $738.1 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 29,908 | $735.9 萬 | 0.06% | +24,207+424.6% | 加碼 |
| Kanawha Capital Management LLC | 29,682 | $730.3 萬 | 0.67% | −63−0.2% | 減碼 |
| Old National Bancorp | 29,618 | $728.8 萬 | 0.21% | −58,433−66.4% | 減碼 |
| Bokf, NA | 29,484 | $725.5 萬 | 0.15% | −218−0.7% | 減碼 |
| American National Bank | 29,436 | $724.3 萬 | 1.22% | +653+2.3% | 加碼 |
| Kerrisdale Advisers, LLC | 29,369 | $722.6 萬 | 1.95% | −1,800−5.8% | 減碼 |
| Cannell Peter B & Co Inc | 29,323 | $721.5 萬 | 0.24% | 00.0% | 不變 |
| Central Bank & Trust Co | 29,190 | $718.2 萬 | 1.22% | +824+2.9% | 加碼 |
| Advisors Asset Management, Inc. | 29,161 | $717.5 萬 | 0.15% | −6,767−18.8% | 減碼 |
| Oak Harvest Investment Services | 29,055 | $714.9 萬 | 1.60% | +2,800+10.7% | 加碼 |
| Avantax Advisory Services, Inc. | 29,033 | $714.4 萬 | 0.08% | +396+1.4% | 加碼 |
| Vestcor Inc | 28,594 | $703.6 萬 | 0.26% | −577−2.0% | 減碼 |
| German American Bancorp, Inc. | 28,323 | $696.9 萬 | 0.98% | +81+0.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 28,078 | $690.9 萬 | 0.24% | +2,729+10.8% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 27,954 | $687.8 萬 | 0.16% | −801−2.8% | 減碼 |
| Sigma Planning Corp | 27,948 | $687.7 萬 | 0.25% | −3,159−10.2% | 減碼 |
| Integris Wealth Management, LLC | 27,808 | $684.2 萬 | 2.42% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 27,447 | $675.3 萬 | 0.44% | −1,809−6.2% | 減碼 |
| Transform Wealth, LLC | 27,257 | $670.7 萬 | 0.60% | −796−2.8% | 減碼 |
| Nikko Asset Management Americas, Inc. | 27,045 | $665.2 萬 | 0.07% | −2,554−8.6% | 減碼 |
| Financial Partners Group, LLC | 27,031 | $665.1 萬 | 3.35% | +800+3.0% | 加碼 |
| Signet Financial Management, LLC | 26,989 | $664.1 萬 | 1.05% | +203+0.8% | 加碼 |
| Quantinno Capital Management LP | 26,791 | $659.2 萬 | 0.38% | +9,418+54.2% | 加碼 |
| Farmers & Merchants Investments Inc | 26,722 | $657.5 萬 | 0.25% | −915−3.3% | 減碼 |
| Welch & Forbes LLC | 26,673 | $656.3 萬 | 0.10% | −618−2.3% | 減碼 |
| Sigma Investment Counselors Inc | 26,661 | $656.0 萬 | 0.48% | +287+1.1% | 加碼 |
| Miracle Mile Advisors, LLC | 26,551 | $653.3 萬 | 0.20% | −1,470−5.2% | 減碼 |
| Consolidated Planning Corp | 26,533 | $652.8 萬 | 1.37% | +437+1.7% | 加碼 |
| Silver Oak Securities, Inc | 26,500 | $652.0 萬 | 1.05% | +325+1.2% | 加碼 |
| Independent Wealth Network Inc. | 26,452 | $650.9 萬 | 3.91% | +15+0.1% | 加碼 |
| Addenda Capital Inc. | 26,360 | $648.6 萬 | 0.27% | −110.0% | 減碼 |
| Toroso Investments, LLC | 26,320 | $647.6 萬 | 0.19% | +7,570+40.4% | 加碼 |
| Simplex Trading, LLC | 26,254 | $645.9 萬 | 0.27% | +26,254 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,189 | $644.4 萬 | 0.03% | +22,023+528.6% | 加碼 |
| Savant Capital, LLC | 26,073 | $641.5 萬 | 0.10% | +814+3.2% | 加碼 |
| United Services Automobile Association | 25,929 | $638.0 萬 | 0.18% | −141−0.5% | 減碼 |
| Uniplan Investment Counsel, Inc. | 25,824 | $635.4 萬 | 0.46% | −672−2.5% | 減碼 |
| United Capital Management of KS, Inc. | 25,748 | $633.5 萬 | 2.03% | +25,748 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 25,609 | $630.1 萬 | 0.13% | −10,052−28.2% | 減碼 |
| Logan Capital Management Inc | 25,461 | $626.5 萬 | 0.30% | −998−3.8% | 減碼 |
| Veritable, L.P. | 25,354 | $623.8 萬 | 0.10% | −373−1.4% | 減碼 |
| New Mexico Educational Retirement Board | 25,302 | $622.6 萬 | 0.27% | +1,200+5.0% | 加碼 |
| First Financial Bank - Trust Division | 25,197 | $620.0 萬 | 0.65% | −365−1.4% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 25,082 | $617.1 萬 | 0.31% | +176+0.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 25,064 | $616.7 萬 | 0.23% | +97+0.4% | 加碼 |
| Investment Management Corp of Ontario | 24,827 | $610.9 萬 | 0.26% | −1,509−5.7% | 減碼 |
| Community Bank & Trust, Waco, Texas | 24,625 | $605.9 萬 | 1.82% | +2,204+9.8% | 加碼 |
| Chartwell Investment Partners, LLC | 24,585 | $604.9 萬 | 0.22% | +626+2.6% | 加碼 |
| Aull & Monroe Investment Management Corp | 24,434 | $601.2 萬 | 3.03% | −120.0% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 24,025 | $591.1 萬 | 0.57% | +15,794+191.9% | 加碼 |
| Fusion Capital, LLC | 24,011 | $590.8 萬 | 3.30% | +168+0.7% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 24,000 | $590.5 萬 | 0.07% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 23,958 | $589.5 萬 | 0.14% | −858−3.5% | 減碼 |
| Wesbanco Bank Inc | 23,755 | $584.4 萬 | 0.25% | −374−1.6% | 減碼 |
| Perigon Wealth Management, LLC | 23,720 | $583.6 萬 | 0.23% | +19,319+439.0% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 23,617 | $581.1 萬 | 0.27% | +133+0.6% | 加碼 |
| BKD Wealth Advisors, LLC | 23,606 | $580.8 萬 | 0.17% | +4,680+24.7% | 加碼 |
| Principle Wealth Partners LLC | 23,602 | $580.7 萬 | 0.58% | +207+0.9% | 加碼 |
| Hartford Financial Management Inc. | 23,514 | $578.6 萬 | 1.43% | +696+3.1% | 加碼 |
| Sentry LLC | 23,486 | $577.9 萬 | 1.26% | +30.0% | 加碼 |
| Buckingham Strategic Wealth, LLC | 23,362 | $574.8 萬 | 0.08% | +4,161+21.7% | 加碼 |
| Narwhal Capital Management | 23,315 | $573.7 萬 | 0.67% | +2,211+10.5% | 加碼 |
| Meridian Wealth Management, LLC | 23,276 | $572.7 萬 | 0.48% | +1,365+6.2% | 加碼 |
| Advisor Partners II, LLC | 23,248 | $571.9 萬 | 0.27% | +762+3.4% | 加碼 |
| Lincoln National Corp | 23,195 | $570.7 萬 | 0.11% | −346−1.5% | 減碼 |
| Spinnaker Trust | 22,944 | $564.5 萬 | 0.41% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 22,809 | $561.2 萬 | 1.50% | −1,201−5.0% | 減碼 |
| Employees Provident Fund Board | 22,600 | $556.1 萬 | 0.13% | +22,600 | 新進 |
| Metropolitan Life Insurance Co | 22,459 | $552.6 萬 | 0.27% | −818−3.5% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 22,454 | $552.5 萬 | 0.34% | −12,466−35.7% | 減碼 |
| Kavar Capital Partners Group, LLC | 22,445 | $552.3 萬 | 1.18% | +9,280+70.5% | 加碼 |
| Biechele Royce Advisors | 22,406 | $551.3 萬 | 1.92% | −836−3.6% | 減碼 |