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 |
|---|---|---|---|---|---|
| Geneva Partners, LLC | 9,811 | $241.4 萬 | 1.57% | +9,811 | 新進 |
| Hoylecohen, LLC | 9,783 | $240.7 萬 | 0.21% | −154−1.5% | 減碼 |
| Hudock, Inc. | 9,778 | $240.6 萬 | 0.57% | +24+0.2% | 加碼 |
| Ignite Planners, LLC | 9,806 | $240.4 萬 | 0.92% | −25−0.3% | 減碼 |
| Johnson Investment Counsel Inc | 9,764 | $240.3 萬 | 0.03% | +323+3.4% | 加碼 |
| Jag Capital Management, LLC | 9,751 | $239.9 萬 | 0.28% | +669+7.4% | 加碼 |
| Evercore Wealth Management, LLC | 9,697 | $238.6 萬 | 0.04% | −50−0.5% | 減碼 |
| Palisade Asset Management, LLC | 9,668 | $237.9 萬 | 0.28% | +39+0.4% | 加碼 |
| Atomi Financial Group, Inc. | 9,666 | $237.8 萬 | 1.08% | +425+4.6% | 加碼 |
| First National Bank & Trust Co of Newtown | 9,643 | $237.3 萬 | 0.51% | +116+1.2% | 加碼 |
| Becker Capital Management Inc | 9,614 | $236.6 萬 | 0.09% | −19,485−67.0% | 減碼 |
| Core Wealth Advisors, Inc. | 9,612 | $236.5 萬 | 0.95% | +405+4.4% | 加碼 |
| Wellington Shields & Co., LLC | 9,600 | $236.2 萬 | 0.56% | 00.0% | 不變 |
| Moody National Bank Trust Division | 9,575 | $235.6 萬 | 0.16% | +82+0.9% | 加碼 |
| Berkshire Bank | 9,510 | $234.0 萬 | 0.65% | −72−0.8% | 減碼 |
| 44 Wealth Management LLC | 9,498 | $233.7 萬 | 0.80% | +6,070+177.1% | 加碼 |
| McMillion Capital Management Inc | 9,481 | $233.3 萬 | 2.08% | −265−2.7% | 減碼 |
| Finer Wealth Management, Inc. | 9,465 | $232.9 萬 | 1.82% | +351+3.9% | 加碼 |
| Diversified Trust Co | 9,436 | $232.2 萬 | 0.08% | −27−0.3% | 減碼 |
| Legacy Financial Strategies, LLC | 9,423 | $231.9 萬 | 0.78% | +9,423 | 新進 |
| Baldwin Investment Management, LLC | 9,408 | $231.5 萬 | 0.38% | +173+1.9% | 加碼 |
| Kistler-Tiffany Companies, LLC | 9,404 | $231.4 萬 | 0.38% | +70+0.7% | 加碼 |
| Intact Investment Management Inc. | 9,400 | $231.3 萬 | 0.09% | −2,100−18.3% | 減碼 |
| Buckley Wealth Management, LLC | 9,372 | $230.6 萬 | 0.78% | −100−1.1% | 減碼 |
| FLC Capital Advisors | 9,356 | $230.2 萬 | 0.67% | 00.0% | 不變 |
| Ti-Trust, Inc | 9,247 | $227.5 萬 | 2.09% | 00.0% | 不變 |
| Triad Financial Advisors, Inc. | 9,244 | $227.4 萬 | 0.93% | −20.0% | 減碼 |
| V Wealth Advisors LLC | 9,242 | $227.4 萬 | 0.39% | +458+5.2% | 加碼 |
| FIL Ltd | 9,215 | $226.7 萬 | 0.00% | −1,849−16.7% | 減碼 |
| Venture Visionary Partners LLC | 9,170 | $225.6 萬 | 0.13% | +193+2.1% | 加碼 |
| Loudon Investment Management, LLC | 9,128 | $224.6 萬 | 1.48% | −300−3.2% | 減碼 |
| Atlantic Union Bankshares Corp | 9,066 | $223.1 萬 | 0.22% | −872−8.8% | 減碼 |
| RB Capital Management, LLC | 9,051 | $222.7 萬 | 0.69% | −226−2.4% | 減碼 |
| Boston Private Wealth LLC | 9,022 | $222.0 萬 | 0.04% | −31−0.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 8,908 | $219.2 萬 | 0.05% | −309−3.4% | 減碼 |
| Nilsine Partners, LLC | 8,895 | $218.9 萬 | 0.32% | +20+0.2% | 加碼 |
| Emfo, LLC | 8,893 | $218.8 萬 | 1.99% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 8,878 | $218.4 萬 | 0.09% | −71−0.8% | 減碼 |
| Sumitomo Life Insurance Co | 8,869 | $218.2 萬 | 0.10% | −756−7.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 8,845 | $217.6 萬 | 0.19% | +7,702+673.8% | 加碼 |
| Vinva Investment Management Ltd | 8,909 | $217.6 萬 | 0.19% | −2,026−18.5% | 減碼 |
| TKG Advisors, LLC | 8,831 | $217.3 萬 | 1.41% | +3,451+64.1% | 加碼 |
| Avitas Wealth Management LLC | 8,811 | $216.8 萬 | 0.39% | +91+1.0% | 加碼 |
| Park National Corp | 8,786 | $216.2 萬 | 0.09% | −226−2.5% | 減碼 |
| Pure Financial Advisors, Inc. | 8,771 | $215.8 萬 | 0.09% | −40−0.5% | 減碼 |
| Hanson & Doremus Investment Management | 8,767 | $215.7 萬 | 0.45% | +89+1.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 8,686 | $213.7 萬 | 0.10% | −497−5.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 8,679 | $213.6 萬 | 0.01% | −100−1.1% | 減碼 |
| Meeder Advisory Services, Inc. | 8,680 | $213.6 萬 | 0.23% | −341−3.8% | 減碼 |
| LMG Wealth Partners, LLC | 8,680 | $213.6 萬 | 0.65% | +187+2.2% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,654 | $212.9 萬 | 1.33% | −126−1.4% | 減碼 |
| Mather Group, LLC. | 8,641 | $212.6 萬 | 0.03% | +5,520+176.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 8,637 | $212.5 萬 | 0.02% | +5+0.1% | 加碼 |
| Argent Advisors, Inc. | 8,512 | $209.4 萬 | 0.96% | +4,307+102.4% | 加碼 |
| HBK Sorce Advisory LLC | 8,500 | $209.1 萬 | 0.09% | −714−7.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 8,495 | $209.0 萬 | 0.05% | 00.0% | 不變 |
| Boltwood Capital Management | 8,488 | $208.8 萬 | 0.75% | −59−0.7% | 減碼 |
| CoreCap Advisors, LLC | 8,476 | $208.6 萬 | 0.15% | +8,476 | 新進 |
| EP Wealth Advisors, LLC | 5,759 | $206.8 萬 | 0.03% | −1,827−24.1% | 減碼 |
| Court Place Advisors, LLC | 8,349 | $205.4 萬 | 0.72% | −250−2.9% | 減碼 |
| Rothschild Investment Corp | 8,327 | $204.9 萬 | 0.17% | +1,996+31.5% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,317 | $204.6 萬 | 0.84% | +1,610+24.0% | 加碼 |
| First Dallas Securities Inc. | 8,314 | $204.6 萬 | 1.14% | +81+1.0% | 加碼 |
| Slagle Financial, LLC | 8,311 | $204.5 萬 | 1.27% | +8,311 | 新進 |
| Chapin Davis, Inc. | 8,291 | $204.0 萬 | 0.97% | +108+1.3% | 加碼 |
| Summit Financial, LLC | 8,240 | $202.7 萬 | 0.15% | +6,246+313.2% | 加碼 |
| Global Trust Asset Management, LLC | 8,228 | $202.4 萬 | 0.91% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 8,142 | $200.3 萬 | 1.15% | +1,678+26.0% | 加碼 |
| Fruth Investment Management | 8,133 | $200.1 萬 | 0.57% | −10−0.1% | 減碼 |
| Argent Trust Co | 8,103 | $199.4 萬 | 0.11% | +7+0.1% | 加碼 |
| Trust Investment Advisors | 8,089 | $199.0 萬 | 1.61% | −68−0.8% | 減碼 |
| SlateStone Wealth, LLC | 8,084 | $198.9 萬 | 0.37% | −194−2.3% | 減碼 |
| MB, Levis & Associates, LLC | 8,081 | $198.8 萬 | 1.27% | −35−0.4% | 減碼 |
| Bowen Hanes & Co Inc | 8,079 | $198.8 萬 | 0.06% | 00.0% | 不變 |
| McKinley Capital Management LLC /Delaware | 8,075 | $198.7 萬 | 0.27% | −10−0.1% | 減碼 |
| MidWestOne Financial Group, Inc. | 8,044 | $197.9 萬 | 0.43% | +387+5.1% | 加碼 |
| ARS Wealth Advisors Group, LLC | 8,031 | $197.6 萬 | 0.31% | −3,084−27.7% | 減碼 |
| Cohen Klingenstein LLC | 8,000 | $196.8 萬 | 0.09% | 00.0% | 不變 |
| Members Capital Advisors Inc | 7,997 | $196.8 萬 | 2.01% | −1,903−19.2% | 減碼 |
| Ci Investments Inc. | 7,986 | $196.5 萬 | 0.01% | +150+1.9% | 加碼 |
| Ropes Wealth Advisors LLC | 7,976 | $196.3 萬 | 0.33% | +10+0.1% | 加碼 |
| Tradewinds, LLC. | 7,919 | $194.8 萬 | 1.15% | −118−1.5% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,918 | $194.8 萬 | 1.00% | −50−0.6% | 減碼 |
| Cornercap Investment Counsel Inc | 7,912 | $194.7 萬 | 0.34% | +380+5.0% | 加碼 |
| We Are One Seven, LLC | 7,910 | $194.6 萬 | 0.18% | −836−9.6% | 減碼 |
| Cynosure Management, LLC | 7,876 | $193.8 萬 | 0.58% | +6,094+342.0% | 加碼 |
| Exchange Bank | 7,846 | $193.1 萬 | 1.87% | +7,846 | 新進 |
| Kempner Capital Management Inc. | 7,842 | $193.0 萬 | 1.24% | 00.0% | 不變 |
| Gifford Fong Associates | 7,800 | $191.9 萬 | 0.45% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 7,799 | $191.9 萬 | 0.16% | +94+1.2% | 加碼 |
| Stone Point Wealth LLC | 7,786 | $191.6 萬 | 0.79% | +175+2.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 7,727 | $190.1 萬 | 0.16% | +231+3.1% | 加碼 |
| United Community Bank | 7,720 | $190.0 萬 | 1.67% | −84−1.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,713 | $189.8 萬 | 0.14% | +722+10.3% | 加碼 |
| Westwood Holdings Group Inc. | 7,705 | $189.6 萬 | 0.02% | +1,049+15.8% | 加碼 |
| Howland Capital Management LLC | 7,685 | $189.1 萬 | 0.11% | −469−5.8% | 減碼 |
| United Asset Strategies, Inc. | 7,651 | $188.2 萬 | 0.23% | +77+1.0% | 加碼 |
| Axxcess Wealth Management, LLC | 7,811 | $187.3 萬 | 0.14% | +374+5.0% | 加碼 |
| Silverlake Wealth Management LLC | 7,598 | $186.9 萬 | 1.04% | +15+0.2% | 加碼 |
| Atlas Brown,Inc. | 7,583 | $186.6 萬 | 0.82% | +4+0.1% | 加碼 |