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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。

2024 年第 2 季與 2024 年第 1 季比較

持有 Caterpillar Inc 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

CAT 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數2,714382,713+37
股數3.49 億185.4 萬3.44 億−305.2 萬 (−0.9%)
市值$1,276 億$6.69 億$1,145 億−$124.2 億 (−9.8%)

38 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(184 家)

2024 年第 2 季季末持有 Caterpillar Inc、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 184 家。

2024 年第 2 季新進 CAT 的機構
機構股數市值佔組合 %
ING Groep NV298,483$9,942 萬0.59%
Citadel Advisors LLC156,780$5,222 萬0.05%
Corebridge Financial, Inc.138,284$4,606 萬0.25%
Manning & Napier Advisors LLC134,727$4,488 萬0.51%
Sanctuary Advisors, LLC115,174$3,955 萬0.29%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)110,146$3,669 萬0.41%
Susquehanna Fundamental Investments, LLC91,971$3,064 萬0.71%
Twinbeech Capital LP85,214$2,838 萬0.56%
J. Safra Sarasin Holding AG79,121$2,635 萬0.48%
Mirae Asset Global ETFs Holdings Ltd.74,119$2,469 萬0.06%
Trexquant Investment LP72,172$2,404 萬0.37%
Dnca Finance40,870$1,361 萬1.17%
Lee Danner & Bass Inc39,617$1,320 萬1.02%
Mizuho Securities USA LLC37,707$1,256 萬0.28%
Centiva Capital, LP35,184$1,172 萬0.57%
F/M Investments LLC32,908$1,096 萬0.40%
Omers Administration Corp32,077$1,068 萬0.10%
Laurion Capital Management LP26,269$875.0 萬0.29%
Quantitative Investment Management, LLC18,285$609.0 萬0.66%
Y-Intercept (Hong Kong) Ltd17,068$568.5 萬0.31%
Ontario Teachers Pension Plan Board16,526$550.5 萬0.05%
Blackston Financial Advisory Group, LLC15,009$500.0 萬2.80%
Covington Investment Advisors Inc.14,325$477.2 萬0.77%
FORA Capital, LLC14,144$471.1 萬0.57%
Frank, Rimerman Advisors LLC11,463$381.8 萬0.27%
XTX Topco Ltd11,453$381.5 萬0.33%
Campbell & CO Investment Adviser LLC10,773$358.8 萬0.31%
Hudson Capital Management LLC10,350$344.8 萬1.16%
Mirabella Financial Services LLP9,537$317.7 萬0.23%
Brendel Financial Advisors LLC9,444$314.6 萬2.00%
Neo Ivy Capital Management8,684$289.3 萬0.57%
CTC Alternative Strategies, Ltd.8,400$279.8 萬1.19%
Quantbot Technologies LP8,205$273.3 萬0.13%
Tradewinds, LLC.7,949$264.8 萬0.81%
Heritage Wealth Management, Inc.7,236$237.6 萬0.80%
Arete Wealth Advisors, LLC6,751$223.8 萬0.18%
Axq Capital, LP6,676$222.4 萬0.52%
Fairhaven Wealth Management, LLC6,292$209.6 萬0.69%
Eisler Capital (UK) Ltd.6,260$208.5 萬0.68%
Permanent Capital Management, LP5,369$208.4 萬0.44%
Stoneridge Investment Partners LLC6,091$202.9 萬0.77%
Fairfield Financial Advisors, LTD5,515$183.7 萬0.66%
CMT Capital Markets Trading GmbH5,428$180.8 萬0.51%
Harbor Group, Inc.4,956$165.1 萬0.42%
Applied Finance Capital Management, LLC4,777$159.1 萬0.07%
Privium Fund Management (UK) Ltd4,655$152.6 萬0.59%
Old West Investment Management, LLC4,458$148.5 萬0.65%
Kerusso Capital Management LLC4,309$143.5 萬1.04%
Root Financial Partners, LLC4,182$139.3 萬0.33%
Hardy Reed LLC3,981$132.6 萬0.13%
Bank & Trust Co3,905$130.1 萬1.10%
Golden State Equity Partners3,509$116.9 萬0.24%
Milestone Asset Management, LLC3,361$112.0 萬0.28%
CTC LLC3,334$111.1 萬0.08%
BTG Pactual Asset Management US LLC3,206$106.8 萬0.27%
Nebula Research & Development LLC3,171$105.6 萬0.17%
Pensionmark Financial Group, LLC3,169$105.6 萬0.07%
Monograph Wealth Advisors, LLC3,157$105.2 萬0.15%
Wolverine Asset Management LLC2,998$99.9 萬0.02%
IFG Advisory, LLC2,938$97.9 萬0.06%
Curated Wealth Partners LLC2,781$92.6 萬0.13%
Creekside Partners2,770$92.3 萬0.51%
Versor Investments LP2,700$89.9 萬0.17%
Live Oak Investment Partners–$87.7 萬0.73%
Monetta Financial Services Inc2,500$83.3 萬0.72%
XR Securities LLC2,398$79.9 萬1.35%
Platform Technology Partners2,392$79.7 萬0.27%
WFA of San Diego, LLC2,318$77.2 萬0.69%
Chesapeake Wealth Management2,303$76.7 萬0.28%
Quest Partners LLC2,188$72.9 萬0.10%
Lingohr & Partner Asset Management GmbH2,123$70.4 萬1.76%
Bridgewater Associates, LP2,045$68.1 萬0.00%
Lecap Asset Management Ltd2,038$67.9 萬0.15%
Signature Estate & Investment Advisors LLC2,002$66.7 萬0.02%
Fiduciary Financial Group, LLC1,815$65.4 萬0.16%
Deerfield Management Company, L.P. (Series C)1,954$65.1 萬0.01%
Heritage Wealth Partners, LLC1,922$64.0 萬0.93%
Cable Hill Partners, LLC1,814$60.4 萬0.07%
TradeLink Capital LLC1,800$60.0 萬1.73%
Eisler Capital (US) LLC1,795$59.8 萬0.11%
Corton Capital Inc.1,704$56.8 萬0.30%
Carrera Capital Advisors1,690$56.3 萬0.18%
Oak Hill Wealth Advisors, LLC1,684$56.1 萬0.17%
Peterson Wealth Management1,634$54.4 萬0.34%
CFS Investment Advisory Services, LLC1,629$54.3 萬0.04%
Curbstone Financial Management Corp1,572$52.4 萬0.11%
Seven Eight Capital, LP1,570$52.3 萬0.05%
Cranbrook Wealth Management, LLC1,546$51.5 萬0.13%
Hardin Capital Partners, LLC1,483$49.4 萬0.32%
Cromwell Holdings LLC1,476$49.2 萬0.29%
Vicus Capital1,469$48.9 萬0.04%
Diversify Wealth Management, LLC1,528$48.4 萬0.06%
Leisure Capital Management1,411$47.0 萬0.22%
Maven Securities LTD1,392$46.4 萬0.07%
Warther Private Wealth, LLC1,382$46.0 萬0.18%
Alan B. Lancz & Associates, Inc.1,350$45.0 萬0.44%
Analyst IMS Investment Management Services Ltd.1,322$44.0 萬0.02%
Copperwynd Financial, LLC1,269$43.9 萬0.14%
Peoples Bank1,315$43.8 萬0.23%
Elser Financial Planning, Inc1,300$43.3 萬0.07%

清倉機構(147 家)

2024 年第 1 季季末持有 Caterpillar Inc、2024 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 147 家。

2024 年第 2 季清倉 CAT 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Employees Retirement System of Texas203,200$7,446 萬
American International Group, Inc.150,780$5,525 萬
Texas Permanent School Fund105,232$3,856 萬
Kadensa Capital Ltd44,655$1,636 萬
Wafra Inc.41,881$1,535 萬
Walleye Trading LLC37,202$1,363 萬
Meridian Wealth Management, LLC37,201$1,363 萬
Twin Tree Management, LP35,822$1,313 萬
Two Sigma Securities, LLC34,864$1,278 萬
Claudia M.P. Batlle, CRP (R) LLC27,043$990.9 萬
L & S Advisors Inc24,409$894.4 萬
Uniplan Investment Counsel, Inc.20,702$758.5 萬
Metropolitan Life Insurance Co20,533$752.4 萬
Jacobs Levy Equity Management, Inc19,388$710.4 萬
Lincoln National Corp15,968$585.1 萬
FourThought Financial Partners, LLC13,237$485.0 萬
Duality Advisers, LP12,340$452.2 萬
Intact Investment Management Inc.11,500$421.4 萬
OneAscent Financial Services LLC11,265$412.8 萬
Smith Group Asset Management, LLC10,900$399.4 萬
TCW Group Inc10,682$391.4 萬
GQG Partners LLC10,053$368.4 萬
CoreCap Advisors, LLC8,780$321.7 萬
Radnor Capital Management, LLC8,087$296.3 萬
Bayesian Capital Management, LP7,486$274.3 萬
Worth Asset Management, LLC6,843$250.7 萬
Strategic Planning Group, LLC6,355$232.9 萬
Wolff Financial Management LLC5,065$185.6 萬
Del-Sette Capital Management, LLC5,045$184.9 萬
Mitchell Sinkler & Starr4,980$182.5 萬
Genus Capital Management Inc.4,639$170.0 萬
IAM Advisory, LLC3,984$146.0 萬
Maverick Capital Ltd大師Maverick 資本3,425$125.5 萬
Hartline Investment Corp3,325$121.8 萬
Wolverine Trading, LLC3,266$119.7 萬
Mitchell Capital Management Co3,141$115.1 萬
WBI Investments3,029$111.0 萬
Cape Cod Five Cents Savings Bank2,490$91.2 萬
Fiducient Advisors LLC2,477$90.8 萬
Executive Wealth Management, LLC2,419$88.0 萬
Grandview Asset Management LLC2,337$85.7 萬
SRB Corp2,182$80.0 萬
Delta Financial Group, Inc.2,139$78.4 萬
OneAscent Wealth Management LLC1,955$71.6 萬
Cedar Brook Financial Partners, LLC1,897$69.5 萬
Sassicaia Capital Advisers LLC1,800$66.0 萬
Hamilton Wealth, LLC1,686$61.8 萬
Virtu Financial LLC1,648$60.4 萬
BCS Wealth Management1,566$57.4 萬
Warren Street Wealth Advisors, LLC1,545$56.6 萬
McCarthy & Cox1,429$52.4 萬
Idaho Trust Bank1,388$50.8 萬
Bender Robert & Associates1,339$49.1 萬
Evoke Wealth, LLC1,301$47.7 萬
Oversea-Chinese Banking CORP Ltd1,177$43.1 萬
Mount Vernon Associates Inc1,150$42.1 萬
Green Square Capital Advisors LLC1,135$41.6 萬
Flow Traders U.S. LLC1,106$40.5 萬
Private Portfolio Partners LLC1,008$36.9 萬
Headlands Technologies LLC982$36.0 萬
Bridgefront Capital, LLC924$33.9 萬
BEAM Asset Management, LLC919$33.7 萬
Agf Management Ltd918$33.6 萬
Bank of Nova Scotia Trust Co900$33.0 萬
CM Wealth Advisors LLC950$32.9 萬
Future Financial Wealth Managment LLC894$32.8 萬
Borer Denton & Associates, Inc.890$32.6 萬
Penobscot Wealth Management879$32.2 萬
Signal Advisors Wealth, LLC877$32.1 萬
Q3 Asset Management843$31.0 萬
Stokes Capital Advisors, LLC815$29.9 萬
Capital City Trust Co807$29.6 萬
ASB Consultores, LLC796$29.2 萬
Cascade Investment Group, Inc.774$28.4 萬
Delap Wealth Advisory, LLC768$28.1 萬
Houlihan Financial Resource Group, Ltd.754$27.6 萬
Graham Capital Management, L.P.750$27.5 萬
QVR LLC744$27.3 萬
Coastal Bridge Advisors, LLC743$27.2 萬
Mizuho Securities Co. Ltd.740$27.1 萬
Pinkerton Retirement Specialists, LLC714$26.2 萬
Successful Portfolios LLC703$25.8 萬
TMD Wealth Management, LLC702$25.7 萬
Penbrook Management LLC700$25.7 萬
Farmers & Merchants Trust Co of Long Beach670$24.6 萬
First Affirmative Financial Network664$24.3 萬
BIP Wealth, LLC641$23.5 萬
Hollow Brook Wealth Management LLC636$23.3 萬
Gamco Investors, Inc. Et Al626$22.9 萬
Harmony Asset Management LLC625$22.9 萬
Burt Wealth Advisors624$22.9 萬
Strategic Financial Services, Inc,615$22.5 萬
Winslow Capital Management, LLC610$22.4 萬
KPP Advisory Services LLC604$22.1 萬
Gallagher Fiduciary Advisors, LLC601$22.0 萬
Osher Van de Voorde Investment Management600$22.0 萬
Peak Financial Management, Inc.600$22.0 萬
Baugh & Associates, LLC600$22.0 萬
Altiora Financial Group, LLC598$21.9 萬
Hall Capital Management Co Inc595$21.8 萬

尚未申報 2024 年第 2 季的機構(38 家)

2024 年第 1 季季末持有 Caterpillar Inc、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 CAT、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG1,010,934$3.70 億
InterOcean Capital Group, LLC205,215$7,520 萬
Manning & Napier Group, LLC128,283$4,701 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund114,346$4,190 萬
Wilbanks Smith & Thomas Asset Management LLC104,102$3,815 萬
Connectus Wealth, LLC71,187$2,609 萬
Degroof Petercam Asset Management42,050$1,541 萬
Coulter & Justus Financial Services, LLC38,531$1,412 萬
Marketfield Asset Management LLC16,302$597.4 萬
Pflug Koory, LLC14,083$516.0 萬
Cambridge Trust Co9,803$359.2 萬
Imprint Wealth LLC9,124$331.9 萬
CWA Asset Management Group, LLC7,509$275.2 萬
Richelieu Gestion PLC5,958$218.3 萬
Ziegler Capital Management, LLC34,109$184.0 萬
Norwood Financial Corp4,204$154.0 萬
Grey Street Capital, LLC3,966$145.3 萬
Shell Asset Management Co4,343$144.7 萬
Mango Five Family, Inc.3,465$127.0 萬
Eudaimonia Partners, LLC3,180$116.5 萬
Summit Financial Group Inc3,142$115.1 萬
BTG Pactual Global Asset Management Ltd2,592$95.0 萬
Derbend Asset Management2,088$76.5 萬
Atlas Private Wealth Management2,067$75.7 萬
Centurion Wealth Management LLC1,876$68.8 萬
Objective Capital Management, LLC1,634$59.9 萬
Steward Partners Investment Solutions, LLC1,609$59.0 萬
Watts Gwilliam & Co., LLC1,445$51.8 萬
Benedetti & Gucer, Inc.1,299$47.6 萬
Eudaimonia Advisors LLC1,279$46.9 萬
Cubic Asset Management, LLC1,000$36.6 萬
KLR Investment Advisors, LLC951$34.1 萬
Stewart & Patten Co LLC756$27.7 萬
FirstPurpose Wealth LLC580$21.6 萬
Retirement Group, LLC544$19.9 萬
FSA Wealth Management LLC349$12.8 萬
Lynwood Capital Management Inc.200$7.33 萬
Credential Qtrade Securities Inc.67$2.46 萬