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 |
|---|---|---|---|---|---|
| J.P. Marvel Investment Advisors, LLC | 12,324 | $303.2 萬 | 0.63% | −20−0.2% | 減碼 |
| Monetary Management Group Inc | 12,267 | $301.8 萬 | 0.92% | −900−6.8% | 減碼 |
| Wakefield Asset Management LLLP | 12,045 | $296.4 萬 | 1.18% | −604−4.8% | 減碼 |
| BLB&B Advisors, LLC | 12,012 | $295.5 萬 | 0.21% | −186−1.5% | 減碼 |
| Credit Agricole S A | 11,969 | $294.5 萬 | 0.10% | −1,715−12.5% | 減碼 |
| PFG Advisors | 11,943 | $293.9 萬 | 0.22% | +212+1.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,909 | $293.0 萬 | 0.22% | −54−0.5% | 減碼 |
| Liberty One Investment Management, LLC | 11,896 | $292.7 萬 | 0.38% | +420+3.7% | 加碼 |
| Permanens Capital L.P. | 11,870 | $292.1 萬 | 0.67% | −3,590−23.2% | 減碼 |
| AustralianSuper Pty Ltd | 11,808 | $290.5 萬 | 0.02% | +1,484+14.4% | 加碼 |
| Procyon Private Wealth Partners, LLC | 11,773 | $289.7 萬 | 0.36% | +227+2.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 11,768 | $289.6 萬 | 0.07% | +2,643+29.0% | 加碼 |
| New Hampshire Trust | 11,762 | $289.4 萬 | 0.75% | +95+0.8% | 加碼 |
| Money Concepts Capital Corp | 11,690 | $287.7 萬 | 0.29% | −11,306−49.2% | 減碼 |
| Richelieu Gestion PLC | 11,668 | $287.1 萬 | 2.39% | −1,078−8.5% | 減碼 |
| Wright Investors Service Inc | 11,646 | $286.5 萬 | 0.81% | +6,868+143.7% | 加碼 |
| Whitener Capital Management, Inc. | 11,609 | $285.6 萬 | 1.10% | +294+2.6% | 加碼 |
| Slow Capital, Inc. | 11,582 | $285.0 萬 | 0.49% | −214−1.8% | 減碼 |
| Quantitative Investment Management, LLC | 11,557 | $284.3 萬 | 0.27% | +11,557 | 新進 |
| Pinnacle Holdings, LLC | 11,504 | $283.1 萬 | 1.26% | −71−0.6% | 減碼 |
| Spirit of America Management Corp | 11,490 | $282.7 萬 | 0.64% | +150+1.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 11,469 | $282.2 萬 | 0.11% | +444+4.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 11,439 | $281.5 萬 | 0.11% | −187−1.6% | 減碼 |
| Gateway Wealth Partners, LLC | 11,423 | $281.1 萬 | 0.50% | +123+1.1% | 加碼 |
| Fairfield, Bush & Co. | 11,402 | $280.5 萬 | 0.77% | +4,749+71.4% | 加碼 |
| MV Capital Management, Inc. | 11,388 | $280.2 萬 | 0.37% | −287−2.5% | 減碼 |
| Financial Sense Advisors, Inc. | 11,381 | $280.0 萬 | 1.28% | −150−1.3% | 減碼 |
| Providence Wealth Advisors, LLC | 11,434 | $279.9 萬 | 3.10% | −318−2.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 11,375 | $279.9 萬 | 0.07% | +895+8.5% | 加碼 |
| Coldstream Capital Management Inc | 11,362 | $279.6 萬 | 0.09% | −1,172−9.4% | 減碼 |
| Veriti Management LLC | 11,355 | $279.4 萬 | 0.31% | +98+0.9% | 加碼 |
| Essex Financial Services, Inc. | 11,270 | $277.3 萬 | 0.32% | −1,024−8.3% | 減碼 |
| Cambridge Advisors Inc. | 11,260 | $277.1 萬 | 0.71% | −863−7.1% | 減碼 |
| Commonwealth Retirement Investments LLC | 11,259 | $277.0 萬 | 1.55% | +238+2.2% | 加碼 |
| Gouws Capital LLC | 11,257 | $277.0 萬 | 2.29% | +1,065+10.4% | 加碼 |
| Gould Capital, LLC | 11,190 | $275.3 萬 | 2.11% | +21+0.2% | 加碼 |
| Ellis Investment Partners, LLC | 11,174 | $274.9 萬 | 0.67% | −262−2.3% | 減碼 |
| Level Four Advisory Services, LLC | 11,167 | $274.8 萬 | 0.17% | +40.0% | 加碼 |
| Strategic Advisors LLC | 11,143 | $274.2 萬 | 0.52% | −6−0.1% | 減碼 |
| StoneX Group Inc. | 11,124 | $273.7 萬 | 0.28% | +629+6.0% | 加碼 |
| Schnieders Capital Management LLC | 11,114 | $273.5 萬 | 0.57% | +50.0% | 加碼 |
| Financial Advisory Service, Inc. | 11,110 | $273.4 萬 | 0.35% | +355+3.3% | 加碼 |
| Modus Advisors, LLC | 11,110 | $273.4 萬 | 1.17% | +357+3.3% | 加碼 |
| Donaldson Capital Management, LLC | 11,102 | $273.2 萬 | 0.12% | −140−1.2% | 減碼 |
| Modera Wealth Management, LLC | 11,094 | $273.0 萬 | 0.05% | +7,568+214.6% | 加碼 |
| Regency Capital Management Inc. | 11,087 | $272.8 萬 | 2.37% | +11,087 | 新進 |
| South Dakota Investment Council | 11,055 | $272.0 萬 | 0.06% | −1,100−9.0% | 減碼 |
| Heritage Trust Co | 11,053 | $272.0 萬 | 0.40% | +1,763+19.0% | 加碼 |
| Merit Financial Group, LLC | 11,028 | $271.4 萬 | 0.09% | +681+6.6% | 加碼 |
| Jefferies Financial Group Inc. | 10,988 | $270.4 萬 | 0.06% | +2,134+24.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,980 | $270.2 萬 | 0.05% | +752+7.4% | 加碼 |
| Kinloch Capital, LLC | 10,940 | $269.2 萬 | 1.60% | −119−1.1% | 減碼 |
| CPA Asset Management LLC | 10,901 | $268.2 萬 | 1.93% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 10,893 | $268.0 萬 | 0.86% | −872−7.4% | 減碼 |
| Jacobi Capital Management LLC | 10,892 | $268.0 萬 | 0.30% | +89+0.8% | 加碼 |
| Graypoint LLC | 10,880 | $267.7 萬 | 0.27% | −305−2.7% | 減碼 |
| Trust Co of Toledo NA | 10,877 | $267.6 萬 | 0.45% | −393−3.5% | 減碼 |
| Hodges Capital Management Inc. | 0 | $266.9 萬 | 0.16% | −10,699−100.0% | 減碼 |
| Edge Capital Group, LLC | 10,839 | $266.7 萬 | 0.15% | −156−1.4% | 減碼 |
| Capital Investment Counsel, Inc | 10,835 | $266.6 萬 | 0.52% | +300+2.8% | 加碼 |
| Asset Management Group, Inc. | 10,832 | $266.5 萬 | 0.57% | +53+0.5% | 加碼 |
| Boyd Watterson Asset Management LLC | 10,817 | $266.2 萬 | 1.06% | +40.0% | 加碼 |
| Hennessy Advisors Inc | 10,800 | $265.7 萬 | 0.19% | −300−2.7% | 減碼 |
| Spire Wealth Management | 10,763 | $264.8 萬 | 0.10% | −548−4.8% | 減碼 |
| Ergoteles LLC | 10,758 | $264.7 萬 | 0.13% | +10,758 | 新進 |
| Ameritas Advisory Services, LLC | 10,763 | $263.9 萬 | 0.34% | −7,016−39.5% | 減碼 |
| Alps Advisors Inc | 10,690 | $263.0 萬 | 0.02% | +1,127+11.8% | 加碼 |
| Horizon Investments, LLC | 10,687 | $261.7 萬 | 0.08% | +553+5.5% | 加碼 |
| Whalerock Point Partners, LLC | 10,572 | $260.1 萬 | 0.88% | +67+0.6% | 加碼 |
| Truvestments Capital LLC | 10,515 | $258.7 萬 | 1.29% | +364+3.6% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,477 | $257.8 萬 | 0.75% | +28+0.3% | 加碼 |
| Mystic Asset Management, Inc. | 10,443 | $256.9 萬 | 1.38% | −175−1.6% | 減碼 |
| Private Trust Co NA | 10,433 | $256.7 萬 | 0.32% | +543+5.5% | 加碼 |
| Capital Asset Advisory Services LLC | 10,028 | $256.3 萬 | 0.18% | +1,231+14.0% | 加碼 |
| Profund Advisors LLC | 10,358 | $254.9 萬 | 0.14% | +334+3.3% | 加碼 |
| Focus Financial Network, Inc. | 10,324 | $254.0 萬 | 0.14% | +105+1.0% | 加碼 |
| Beck Capital Management, LLC | 10,313 | $253.8 萬 | 1.00% | −1,085−9.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 10,251 | $252.2 萬 | 0.69% | +341+3.4% | 加碼 |
| Traynor Capital Management, Inc. | 10,244 | $252.1 萬 | 0.33% | +230+2.3% | 加碼 |
| IHT Wealth Management, LLC | 10,233 | $251.8 萬 | 0.13% | +1,679+19.6% | 加碼 |
| RSM US Wealth Management LLC | 10,226 | $251.6 萬 | 0.09% | −1,342−11.6% | 減碼 |
| Equitable Holdings, Inc. | 10,209 | $251.2 萬 | 0.04% | +1,855+22.2% | 加碼 |
| Smith, Moore & Co. | 10,206 | $251.1 萬 | 0.32% | −367−3.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 10,199 | $250.9 萬 | 0.16% | −82−0.8% | 減碼 |
| WR Wealth Planners, LLC | 10,144 | $249.6 萬 | 0.97% | +2,424+31.4% | 加碼 |
| Adirondack Trust Co | 9,364 | $248.3 萬 | 1.16% | −413−4.2% | 減碼 |
| Aire Advisors, LLC | 10,086 | $248.2 萬 | 0.65% | −45−0.4% | 減碼 |
| Naples Global Advisors, LLC | 10,072 | $247.8 萬 | 0.29% | +758+8.1% | 加碼 |
| Holderness Investments Co | 10,060 | $247.5 萬 | 0.91% | +152+1.5% | 加碼 |
| Oxbow Advisors, LLC | 10,050 | $247.3 萬 | 0.39% | +1,350+15.5% | 加碼 |
| First Horizon Advisors, Inc. | 10,032 | $246.8 萬 | 0.09% | −1,157−10.3% | 減碼 |
| Signaturefd, LLC | 10,010 | $246.3 萬 | 0.06% | −1,184−10.6% | 減碼 |
| 1st Source Bank | 9,929 | $244.3 萬 | 0.16% | +21+0.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 9,896 | $243.5 萬 | 0.32% | +421+4.4% | 加碼 |
| Eagle Asset Management Inc | 9,879 | $243.1 萬 | 0.01% | +3,156+46.9% | 加碼 |
| Mill Capital Management, LLC | 9,866 | $242.8 萬 | 0.23% | 00.0% | 不變 |
| Smith, Salley & Associates | 9,861 | $242.6 萬 | 0.18% | +1,055+12.0% | 加碼 |
| CAPROCK Group, Inc. | 9,852 | $242.4 萬 | 0.18% | +605+6.5% | 加碼 |
| Cumberland Advisors Inc | 9,850 | $242.4 萬 | 1.11% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 9,824 | $241.7 萬 | 0.18% | +162+1.7% | 加碼 |