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 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $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 |
|---|---|---|---|---|---|
| Jackson Square Capital, LLC | 16,820 | $413.9 萬 | 1.66% | +14,099+518.2% | 加碼 |
| Geneos Wealth Management Inc. | 16,707 | $411.1 萬 | 0.22% | +4,370+35.4% | 加碼 |
| Kinneret Advisory, LLC | 16,692 | $410.7 萬 | 0.49% | 00.0% | 不變 |
| Empirical Finance, LLC | 16,661 | $409.9 萬 | 0.32% | +1,783+12.0% | 加碼 |
| Resolute Wealth Strategies, LLC | 16,647 | $409.6 萬 | 3.18% | −160−1.0% | 減碼 |
| Pallas Capital Advisors LLC | 15,880 | $408.9 萬 | 0.18% | −879−5.2% | 減碼 |
| Bailard, Inc. | 16,480 | $405.5 萬 | 0.14% | +153+0.9% | 加碼 |
| Pinnacle Financial Partners Inc | 16,405 | $403.6 萬 | 0.10% | −4,645−22.1% | 減碼 |
| Ascent Wealth Partners, LLC | 16,866 | $401.8 萬 | 0.71% | +1,146+7.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 16,256 | $400.0 萬 | 0.10% | −103−0.6% | 減碼 |
| Two Sigma Advisers, LP | 16,100 | $396.1 萬 | 0.01% | −75,100−82.3% | 減碼 |
| Greenleaf Trust | 16,042 | $394.7 萬 | 0.04% | +474+3.0% | 加碼 |
| Arrow Financial Corp | 15,954 | $392.5 萬 | 0.47% | −435−2.7% | 減碼 |
| Malaga Cove Capital, LLC | 15,937 | $392.1 萬 | 1.81% | −159−1.0% | 減碼 |
| Integrated Wealth Concepts LLC | 15,792 | $388.6 萬 | 0.07% | +4,017+34.1% | 加碼 |
| Bridgewater Associates, LP | 15,761 | $387.8 萬 | 0.02% | +15,761 | 新進 |
| Lake Street Advisors Group, LLC | 15,745 | $387.4 萬 | 0.21% | +10+0.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 15,715 | $386.7 萬 | 0.63% | −466−2.9% | 減碼 |
| Foster & Motley Inc | 15,703 | $386.4 萬 | 0.30% | +1,251+8.7% | 加碼 |
| Monument Capital Management | 15,697 | $386.2 萬 | 1.23% | −2,398−13.3% | 減碼 |
| Siemens Fonds Invest GmbH | 15,762 | $385.9 萬 | 0.38% | 00.0% | 不變 |
| Roundview Capital LLC | 15,674 | $385.7 萬 | 0.38% | −165−1.0% | 減碼 |
| Robbins Farley LLC | 15,597 | $383.8 萬 | 2.79% | +1,092+7.5% | 加碼 |
| North Star Investment Management Corp. | 15,563 | $382.9 萬 | 0.31% | −26−0.2% | 減碼 |
| Equitable Trust Co | 15,498 | $381.3 萬 | 0.29% | −965−5.9% | 減碼 |
| EagleClaw Capital Managment, LLC | 15,495 | $381.3 萬 | 0.88% | −40−0.3% | 減碼 |
| Steel Peak Wealth Management LLC | 15,438 | $379.9 萬 | 0.23% | −39,660−72.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 15,273 | $375.8 萬 | 0.27% | −819−5.1% | 減碼 |
| Park Avenue Securities LLC | 15,268 | $375.7 萬 | 0.06% | +834+5.8% | 加碼 |
| Ronald Blue Trust, Inc. | 16,322 | $373.5 萬 | 0.06% | −160−1.0% | 減碼 |
| Goelzer Investment Management, Inc. | 15,173 | $373.3 萬 | 0.32% | −302−2.0% | 減碼 |
| TCI Wealth Advisors, Inc. | 15,144 | $372.6 萬 | 0.48% | +116+0.8% | 加碼 |
| Kingswood Wealth Advisors, LLC | 15,141 | $372.6 萬 | 1.19% | +15,141 | 新進 |
| Apollon Wealth Management, LLC | 15,134 | $372.4 萬 | 0.18% | +2,734+22.0% | 加碼 |
| Eukles Asset Management | 15,131 | $372.3 萬 | 1.90% | +100+0.7% | 加碼 |
| RBF Capital, LLC | 15,000 | $369.1 萬 | 0.23% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $369.1 萬 | 1.03% | 00.0% | 不變 |
| Shelton Capital Management | 14,916 | $367.0 萬 | 0.13% | +4,684+45.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 14,773 | $363.5 萬 | 0.23% | +3,974+36.8% | 加碼 |
| Trifecta Capital Advisors, LLC | 14,771 | $363.4 萬 | 1.17% | +1,120+8.2% | 加碼 |
| Perpetual Ltd | 14,626 | $359.9 萬 | 0.03% | −842−5.4% | 減碼 |
| Creative Financial Designs Inc | 14,623 | $359.8 萬 | 0.42% | −285−1.9% | 減碼 |
| Guyasuta Investment Advisors Inc | 14,608 | $359.4 萬 | 0.27% | −280−1.9% | 減碼 |
| Webster Bank, N. A. | 14,599 | $359.2 萬 | 0.46% | +69+0.5% | 加碼 |
| Mutual Advisors, LLC | 14,469 | $356.0 萬 | 0.14% | −204−1.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 14,442 | $355.3 萬 | 0.06% | −701−4.6% | 減碼 |
| Freestone Capital Holdings, LLC | 14,302 | $351.9 萬 | 0.14% | −28−0.2% | 減碼 |
| Iowa State Bank | 14,276 | $351.3 萬 | 0.88% | −690−4.6% | 減碼 |
| Assenagon Asset Management S.A. | 14,222 | $349.9 萬 | 0.01% | −100,419−87.6% | 減碼 |
| Alberta Investment Management Corp | 14,200 | $349.4 萬 | 0.03% | 00.0% | 不變 |
| Pflug Koory, LLC | 14,166 | $348.6 萬 | 1.78% | −66−0.5% | 減碼 |
| MAI Capital Management | 14,157 | $348.3 萬 | 0.05% | +453+3.3% | 加碼 |
| Leuthold Group, LLC | 14,152 | $348.2 萬 | 0.45% | −515−3.5% | 減碼 |
| Tower View Investment Management & Research LLC | 14,145 | $348.0 萬 | 2.36% | −749−5.0% | 減碼 |
| Trust Co of Vermont | 14,140 | $347.9 萬 | 0.23% | +523+3.8% | 加碼 |
| Sandy Spring Bank | 14,108 | $347.1 萬 | 0.18% | +116+0.8% | 加碼 |
| Sturgeon Ventures LLP | 13,955 | $343.4 萬 | 4.65% | 00.0% | 不變 |
| Blue Edge Capital, LLC | 13,876 | $341.4 萬 | 0.69% | −93−0.7% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13,932 | $341.4 萬 | 0.70% | +13,932 | 新進 |
| Kames Capital plc | 13,871 | $341.2 萬 | 0.06% | −385−2.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 13,759 | $338.5 萬 | 0.16% | +3,026+28.2% | 加碼 |
| First Citizens Bank & Trust Co | 13,727 | $337.8 萬 | 0.06% | +602+4.6% | 加碼 |
| Fund Management at Engine No. 1 LLC | 13,711 | $337.4 萬 | 0.62% | −2,357−14.7% | 減碼 |
| Stonebridge Capital Management Inc | 13,710 | $337.3 萬 | 1.57% | −812−5.6% | 減碼 |
| Genus Capital Management Inc. | 13,664 | $336.2 萬 | 0.49% | +13,664 | 新進 |
| Great Valley Advisor Group, Inc. | 13,655 | $336.0 萬 | 0.14% | +934+7.3% | 加碼 |
| Anchor Investment Management, LLC | 13,642 | $335.7 萬 | 0.43% | +3,179+30.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 13,619 | $335.1 萬 | 0.13% | +129+1.0% | 加碼 |
| Plimoth Trust Co LLC | 13,594 | $334.5 萬 | 1.00% | +44+0.3% | 加碼 |
| Graphene Investments SAS | 13,500 | $332.2 萬 | 2.19% | 00.0% | 不變 |
| IronBridge Private Wealth, LLC | 13,486 | $331.8 萬 | 1.87% | +13,486 | 新進 |
| Wetherby Asset Management Inc | 13,423 | $330.3 萬 | 0.18% | −1,853−12.1% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 13,364 | $328.8 萬 | 2.72% | +752+6.0% | 加碼 |
| Financial Advocates Investment Management | 13,356 | $328.6 萬 | 0.24% | +6,687+100.3% | 加碼 |
| SeaCrest Wealth Management, LLC | 13,321 | $327.8 萬 | 0.41% | +5,106+62.2% | 加碼 |
| Richard Bernstein Advisors LLC | 13,294 | $327.1 萬 | 0.07% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 13,288 | $326.9 萬 | 0.13% | +1,459+12.3% | 加碼 |
| Clearbridge Investments, LLC | 13,166 | $323.9 萬 | 0.00% | +1,154+9.6% | 加碼 |
| FourThought Financial Partners, LLC | 13,097 | $322.3 萬 | 0.42% | +10.0% | 加碼 |
| Hayek Kallen Investment Management | 13,056 | $321.2 萬 | 1.37% | −149−1.1% | 減碼 |
| Wells Trecaso Financial Group, LLC | 13,000 | $319.9 萬 | 1.38% | +11,215+628.3% | 加碼 |
| Assetmark, Inc | 12,990 | $319.6 萬 | 0.01% | −1,058−7.5% | 減碼 |
| Compagnie Lombard Odier SCmA | 12,983 | $319.4 萬 | 0.09% | −2,129−14.1% | 減碼 |
| Sowell Financial Services LLC | 12,939 | $318.3 萬 | 0.18% | +3,713+40.2% | 加碼 |
| Studio Investment Management LLC | 12,925 | $318.0 萬 | 0.89% | +511+4.1% | 加碼 |
| Brown Brothers Harriman & Co | 12,902 | $317.5 萬 | 0.03% | −885−6.4% | 減碼 |
| Azimuth Capital Investment Management LLC | 12,865 | $316.5 萬 | 0.15% | +500+4.0% | 加碼 |
| Beck Bode, LLC | 12,862 | $316.3 萬 | 0.77% | +2,799+27.8% | 加碼 |
| G&S Capital LLC | 12,806 | $315.1 萬 | 1.51% | +5,027+64.6% | 加碼 |
| Leavell Investment Management, Inc. | 12,782 | $314.5 萬 | 0.21% | −334−2.5% | 減碼 |
| Applied Capital LLC | 12,737 | $313.4 萬 | 2.97% | +23+0.2% | 加碼 |
| Viewpoint Capital Management LLC | 12,663 | $311.6 萬 | 2.41% | +1,115+9.7% | 加碼 |
| Ogorek Anthony Joseph | 12,623 | $310.5 萬 | 1.19% | −1,047−7.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 12,611 | $310.3 萬 | 0.07% | −482−3.7% | 減碼 |
| Caldwell Sutter Capital, Inc. | 12,590 | $309.8 萬 | 1.62% | +2,963+30.8% | 加碼 |
| Stoneridge Investment Partners LLC | 12,545 | $308.7 萬 | 1.34% | +355+2.9% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 12,522 | $308.1 萬 | 0.24% | +171+1.4% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 12,500 | $307.6 萬 | 0.11% | −27,700−68.9% | 減碼 |
| Barbara Oil Co. | 12,500 | $307.6 萬 | 1.41% | 00.0% | 不變 |
| Castellan Group, LLC | 12,396 | $305.0 萬 | 1.95% | −1,268−9.3% | 減碼 |