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 |
|---|---|---|---|---|---|
| Consolidated Capital Management, LLC | 22,236 | $547.1 萬 | 2.69% | +27+0.1% | 加碼 |
| Raymond James Trust N.A. | 22,112 | $544.0 萬 | 0.16% | +184+0.8% | 加碼 |
| Intech Investment Management LLC | 22,092 | $543.6 萬 | 0.06% | −102,747−82.3% | 減碼 |
| Citizens National Bank Trust Department | 22,084 | $543.4 萬 | 1.44% | −325−1.5% | 減碼 |
| Monte Financial Group, LLC | 21,947 | $540.0 萬 | 2.63% | +345+1.6% | 加碼 |
| Brinker Capital Investments, LLC | 21,917 | $539.3 萬 | 0.06% | +1,381+6.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 21,917 | $539.3 萬 | 0.06% | +1,381+6.7% | 加碼 |
| Searle & Co. | 20,322 | $538.9 萬 | 1.67% | 00.0% | 不變 |
| Financial & Tax Architects, LLC | 21,865 | $538.0 萬 | 1.66% | +1,314+6.4% | 加碼 |
| NBT Bank N A | 21,656 | $532.8 萬 | 0.76% | −469−2.1% | 減碼 |
| Ellsworth Advisors, LLC | 21,577 | $530.9 萬 | 1.83% | +410+1.9% | 加碼 |
| Paradiem, LLC | 21,501 | $529.0 萬 | 1.51% | +1,450+7.2% | 加碼 |
| Viking Fund Management LLC | 21,500 | $529.0 萬 | 1.00% | 00.0% | 不變 |
| Knuff & Co LLC | 21,486 | $528.7 萬 | 1.98% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 21,459 | $528.0 萬 | 0.35% | −306−1.4% | 減碼 |
| Churchill Management Corp | 21,443 | $527.6 萬 | 0.09% | −225−1.0% | 減碼 |
| Trinity Legacy Partners, LLC | 21,435 | $527.4 萬 | 1.84% | −23−0.1% | 減碼 |
| Allworth Financial LP | 21,432 | $527.3 萬 | 0.04% | +226+1.1% | 加碼 |
| Stamos Capital Partners, L.P. | 21,410 | $526.8 萬 | 1.23% | +1,810+9.2% | 加碼 |
| L & S Advisors Inc | 21,384 | $526.2 萬 | 0.70% | +21,384 | 新進 |
| City Holding Co | 21,355 | $525.4 萬 | 0.90% | −630−2.9% | 減碼 |
| Hallmark Capital Management Inc | 21,245 | $522.7 萬 | 0.47% | −826−3.7% | 減碼 |
| Adviser Investments LLC | 21,216 | $522.0 萬 | 0.11% | +16,632+362.8% | 加碼 |
| Koshinski Asset Management, Inc. | 21,058 | $518.1 萬 | 0.56% | −4,755−18.4% | 減碼 |
| Sawtooth Solutions, LLC | 21,034 | $517.5 萬 | 0.14% | −6,465−23.5% | 減碼 |
| Bourgeon Capital Management LLC | 20,965 | $515.8 萬 | 1.20% | −20,019−48.8% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 21,384 | $512.3 萬 | 1.28% | 00.0% | 不變 |
| Highland Capital Management, LLC | 20,733 | $510.1 萬 | 0.33% | −1,770−7.9% | 減碼 |
| Bank of Hawaii | 20,660 | $508.3 萬 | 0.28% | −275−1.3% | 減碼 |
| Wedbush Securities Inc | 20,585 | $506.5 萬 | 0.24% | +479+2.4% | 加碼 |
| Tiaa, FSB | 20,480 | $503.9 萬 | 0.02% | −358−1.7% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 20,432 | $502.7 萬 | 0.45% | −25−0.1% | 減碼 |
| Anderson Hoagland & Co | 20,417 | $502.4 萬 | 0.65% | 00.0% | 不變 |
| Boit C F David | 20,400 | $501.9 萬 | 3.34% | 00.0% | 不變 |
| Asset Dedication, LLC | 20,497 | $499.7 萬 | 0.43% | +1,277+6.6% | 加碼 |
| CWM, LLC | 20,291 | $499.3 萬 | 0.03% | +254+1.3% | 加碼 |
| Community Bank, N.A. | 20,235 | $497.9 萬 | 0.66% | −900−4.3% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $495.0 萬 | 4.03% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 20,099 | $494.5 萬 | 0.15% | +93+0.5% | 加碼 |
| Northeast Investment Management | 20,014 | $492.4 萬 | 0.28% | −581−2.8% | 減碼 |
| Caldwell Trust Co | 20,005 | $492.2 萬 | 0.64% | −126−0.6% | 減碼 |
| Hixon Zuercher, LLC | 19,923 | $490.2 萬 | 2.47% | +879+4.6% | 加碼 |
| Ieq Capital, LLC | 19,891 | $489.4 萬 | 0.10% | +89+0.4% | 加碼 |
| Global Retirement Partners, LLC | 19,891 | $489.4 萬 | 0.24% | +1,349+7.3% | 加碼 |
| King Luther Capital Management Corp | 19,600 | $482.3 萬 | 0.02% | +49+0.3% | 加碼 |
| Summitry LLC | 19,546 | $480.9 萬 | 0.30% | +370+1.9% | 加碼 |
| Columbia Asset Management | 19,413 | $477.6 萬 | 1.03% | +40+0.2% | 加碼 |
| Family Legacy, Inc. | 19,396 | $477.2 萬 | 1.92% | −303−1.5% | 減碼 |
| Bridge Creek Capital Management LLC | 19,219 | $472.9 萬 | 1.69% | +53+0.3% | 加碼 |
| Romano Brothers and Company | 19,204 | $472.5 萬 | 0.70% | −234−1.2% | 減碼 |
| Empowered Funds, LLC | 19,186 | $472.1 萬 | 0.17% | −8,742−31.3% | 減碼 |
| EA Series Trust | 19,186 | $472.1 萬 | 0.17% | +19,186 | 新進 |
| Burney Co | 19,104 | $470.1 萬 | 0.22% | −1,155−5.7% | 減碼 |
| MEMBERS Trust Co | 19,081 | $469.5 萬 | 0.14% | +8,647+82.9% | 加碼 |
| Retirement Group, LLC | 18,967 | $466.7 萬 | 1.94% | −739−3.8% | 減碼 |
| Valeo Financial Advisors, LLC | 18,929 | $465.7 萬 | 0.21% | −7,885−29.4% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 18,926 | $465.7 萬 | 1.61% | −299−1.6% | 減碼 |
| Neville Rodie & Shaw Inc | 18,894 | $464.9 萬 | 0.40% | −2,150−10.2% | 減碼 |
| Centiva Capital, LP | 18,853 | $463.9 萬 | 0.23% | +12,494+196.5% | 加碼 |
| DFPG Investments, LLC | 17,626 | $463.1 萬 | 0.42% | +3,165+21.9% | 加碼 |
| Edmond de Rothschild Holding S.A. | 18,784 | $462.2 萬 | 0.09% | +263+1.4% | 加碼 |
| Gluskin Sheff & Assoc Inc | 18,704 | $460.2 萬 | 0.28% | −8,636−31.6% | 減碼 |
| Country Club Bank | 18,674 | $456.1 萬 | 0.36% | +624+3.5% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,500 | $455.2 萬 | 0.34% | −17−0.1% | 減碼 |
| Teza Capital Management LLC | 18,418 | $453.2 萬 | 0.74% | +11,807+178.6% | 加碼 |
| Colonial Trust Advisors | 18,407 | $452.9 萬 | 0.50% | −850−4.4% | 減碼 |
| Sandhill Capital Partners LLC | 18,277 | $449.7 萬 | 0.41% | −518−2.8% | 減碼 |
| Physicians Financial Services, Inc. | 18,245 | $448.9 萬 | 1.76% | −50−0.3% | 減碼 |
| Reliant Investment Management, LLC | 18,145 | $446.5 萬 | 2.57% | +290+1.6% | 加碼 |
| Aries Wealth Management | 18,128 | $446.0 萬 | 1.73% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 18,089 | $445.1 萬 | 1.17% | −320−1.7% | 減碼 |
| Advocate Group LLC | 17,931 | $441.2 萬 | 0.97% | +1,878+11.7% | 加碼 |
| KMG Fiduciary Partners, LLC | 17,915 | $440.8 萬 | 0.57% | +1,766+10.9% | 加碼 |
| Pathstone Family Office, LLC | 19,090 | $439.5 萬 | 0.06% | −1,117−5.5% | 減碼 |
| Gateway Advisory, LLC | 17,816 | $438.4 萬 | 0.93% | +318+1.8% | 加碼 |
| iA Global Asset Management Inc. | 17,780 | $437.5 萬 | 0.12% | +17,780 | 新進 |
| Oak Harbor Wealth Partners, LLC | 17,762 | $437.0 萬 | 1.50% | −10−0.1% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 17,761 | $437.0 萬 | 0.47% | −295−1.6% | 減碼 |
| Drexel Morgan & Co. | 17,746 | $436.6 萬 | 1.13% | 00.0% | 不變 |
| Metis Global Partners, LLC | 17,727 | $436.2 萬 | 0.23% | −1,088−5.8% | 減碼 |
| Montgomery Investment Management Inc | 17,704 | $435.6 萬 | 1.46% | −150−0.8% | 減碼 |
| Perfromance Wealth Partners, LLC | 17,791 | $435.6 萬 | 0.20% | +3,209+22.0% | 加碼 |
| Mathes Company, Inc. | 17,668 | $434.7 萬 | 1.90% | +17,668 | 新進 |
| Griffin Asset Management, Inc. | 17,666 | $434.7 萬 | 0.59% | +321+1.9% | 加碼 |
| Mairs & Power Inc | 17,655 | $434.4 萬 | 0.05% | −265−1.5% | 減碼 |
| Crestwood Advisors Group LLC | 17,548 | $431.8 萬 | 0.14% | +12+0.1% | 加碼 |
| Argyle Capital Management Inc. | 17,460 | $429.6 萬 | 1.55% | −1,675−8.8% | 減碼 |
| Altrius Capital Management Inc | 17,422 | $428.7 萬 | 1.27% | +105+0.6% | 加碼 |
| AIA Group Ltd | 17,293 | $425.5 萬 | 0.21% | +9,486+121.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 17,223 | $423.8 萬 | 0.06% | −113−0.7% | 減碼 |
| Marketfield Asset Management LLC | 17,182 | $422.8 萬 | 3.40% | +463+2.8% | 加碼 |
| Abbrea Capital, LLC | 17,147 | $421.9 萬 | 0.65% | 00.0% | 不變 |
| Twin Capital Management Inc | 17,125 | $421.4 萬 | 0.55% | −526−3.0% | 減碼 |
| DT Investment Partners, LLC | 14,532 | $419.5 萬 | 0.48% | −116−0.8% | 減碼 |
| McGuire Investment Group, LLC | 17,045 | $419.4 萬 | 0.78% | +4,038+31.0% | 加碼 |
| Terry L. Blaker | 17,040 | $419.3 萬 | 0.35% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 17,029 | $419.0 萬 | 0.42% | +395+2.4% | 加碼 |
| Keeler Thomas Management LLC | 16,997 | $418.2 萬 | 1.69% | +16,997 | 新進 |
| Silvercrest Asset Management Group LLC | 16,946 | $417.0 萬 | 0.03% | +526+3.2% | 加碼 |
| FRG Family Wealth Advisors LLC | 16,907 | $416.0 萬 | 0.91% | +51+0.3% | 加碼 |