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 13F 持有人
Caterpillar Inc 在 2024/6/30 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
- 2,713
- 較 2024 年第 1 季 +37 家
- 持有股數
- 3.44 億
- 較 2024 年第 1 季 −305.2 萬 (−0.9%)
- 總市值
- $1,145 億
- 較 2024 年第 1 季 −$124.2 億 (−9.8%)
- 新進機構
- 184
- 另有 1,050 家加碼
- 清倉機構
- 147
- 另有 995 家減碼
另有 38 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Leisure Capital Management | 1,411 | $47.0 萬 | 0.22% | +1,411 | 新進 |
| Enterprise Financial Services Corp | 1,412 | $47.0 萬 | 0.29% | +29+2.1% | 加碼 |
| Planning Capital Management Corp | 1,417 | $47.2 萬 | 0.33% | +1,278+919.4% | 加碼 |
| Braun Stacey Associates Inc | 1,425 | $47.5 萬 | 0.02% | 00.0% | 不變 |
| Wealth Alliance | 1,427 | $47.5 萬 | 0.06% | +5+0.4% | 加碼 |
| MPS Loria Financial Planners, LLC | 1,428 | $47.6 萬 | 0.15% | +2+0.1% | 加碼 |
| SageView Advisory Group, LLC | 1,433 | $47.7 萬 | 0.02% | +172+13.6% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 1,433 | $47.8 萬 | 0.29% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 1,434 | $47.8 萬 | 0.21% | +7+0.5% | 加碼 |
| Charter Oak Capital Management, LLC | 1,435 | $47.8 萬 | 0.05% | −275−16.1% | 減碼 |
| Wealth Management Associates, Inc. | 1,436 | $47.8 萬 | 0.22% | 00.0% | 不變 |
| Secure Asset Management, LLC | 1,439 | $47.9 萬 | 0.09% | +111+8.4% | 加碼 |
| Formidable Asset Management, LLC | 1,440 | $48.0 萬 | 0.08% | +120+9.1% | 加碼 |
| South Street Advisors LLC | 1,440 | $48.0 萬 | 0.07% | 00.0% | 不變 |
| Seed Wealth Management, Inc. | 1,440 | $48.0 萬 | 0.42% | +85+6.3% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,441 | $48.0 萬 | 0.17% | −43−2.9% | 減碼 |
| Channel Wealth LLC | 1,441 | $48.0 萬 | 0.17% | −15−1.0% | 減碼 |
| N.E.W. Advisory Services LLC | 1,442 | $48.1 萬 | 0.05% | 00.0% | 不變 |
| Wendell David Associates Inc | 1,443 | $48.1 萬 | 0.05% | −210−12.7% | 減碼 |
| MBL Wealth, LLC | 1,445 | $48.1 萬 | 0.05% | −193−11.8% | 減碼 |
| Rise Advisors, LLC | 1,445 | $48.1 萬 | 0.26% | +17+1.2% | 加碼 |
| Nadler Financial Group, Inc. | 1,446 | $48.2 萬 | 0.06% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,446 | $48.2 萬 | 0.02% | −222−13.3% | 減碼 |
| American Money Management, LLC | 1,447 | $48.2 萬 | 0.10% | −49−3.3% | 減碼 |
| Keystone Wealth Services, LLC | 1,449 | $48.3 萬 | 0.15% | +780+116.6% | 加碼 |
| Lafayette Investments, Inc. | 1,450 | $48.3 萬 | 0.11% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 1,454 | $48.4 萬 | 0.15% | +3+0.2% | 加碼 |
| Diversify Wealth Management, LLC | 1,528 | $48.4 萬 | 0.06% | +1,528 | 新進 |
| First Financial Corp | 1,458 | $48.6 萬 | 0.25% | −93−6.0% | 減碼 |
| Acas, LLC | 1,407 | $48.7 萬 | 0.42% | +1+0.1% | 加碼 |
| Planning Center, Inc. | 1,463 | $48.7 萬 | 0.06% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 1,464 | $48.8 萬 | 0.28% | −79−5.1% | 減碼 |
| Hara Capital LLC | 1,465 | $48.8 萬 | 0.31% | 00.0% | 不變 |
| Smart Portfolios, LLC | 1,465 | $48.8 萬 | 0.49% | +205+16.3% | 加碼 |
| Davis Investment Partners, LLC | 1,455 | $48.8 萬 | 0.20% | +1+0.1% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 1,467 | $48.9 萬 | 0.03% | 00.0% | 不變 |
| Gunn & Co Investment Management, Inc. | 1,467 | $48.9 萬 | 0.03% | +897+157.4% | 加碼 |
| Valley National Advisers Inc | 1,471 | $48.9 萬 | 0.07% | −25−1.7% | 減碼 |
| Vicus Capital | 1,469 | $48.9 萬 | 0.04% | +1,469 | 新進 |
| Congress Park Capital LLC | 1,470 | $49.0 萬 | 0.20% | 00.0% | 不變 |
| BayBridge Capital Group, LLC | 1,472 | $49.0 萬 | 0.38% | +58+4.1% | 加碼 |
| TrinityPoint Wealth, LLC | 1,472 | $49.0 萬 | 0.08% | −1−0.1% | 減碼 |
| Acima Private Wealth, LLC | 1,473 | $49.1 萬 | 0.18% | 00.0% | 不變 |
| Cromwell Holdings LLC | 1,476 | $49.2 萬 | 0.29% | +1,476 | 新進 |
| Coyle Financial Counsel LLC | 1,347 | $49.4 萬 | 0.18% | 00.0% | 不變 |
| Hardin Capital Partners, LLC | 1,483 | $49.4 萬 | 0.32% | +1,483 | 新進 |
| Doliver Advisors, LP | 1,485 | $49.5 萬 | 0.14% | −28−1.9% | 減碼 |
| Gould Asset Management LLC | 1,490 | $49.6 萬 | 0.11% | 00.0% | 不變 |
| Waterway Wealth Management, LLC | 1,495 | $49.8 萬 | 0.24% | −39−2.5% | 減碼 |
| Center For Asset Management LLC | 1,495 | $49.8 萬 | 0.33% | 00.0% | 不變 |
| Laffer Tengler Investments | 1,497 | $49.9 萬 | 0.11% | −9−0.6% | 減碼 |
| Sweeney & Michel, LLC | 1,531 | $49.9 萬 | 0.21% | +100+7.0% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 1,499 | $49.9 萬 | 0.08% | +67+4.7% | 加碼 |
| EHP Funds Inc. | 1,500 | $50.0 萬 | 0.25% | −200−11.8% | 減碼 |
| Rbo & Co LLC | 1,500 | $50.0 萬 | 0.09% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,500 | $50.0 萬 | 0.02% | 00.0% | 不變 |
| Peoples Bank | 1,508 | $50.2 萬 | 0.39% | −9−0.6% | 減碼 |
| Strategic Equity Management | 1,509 | $50.3 萬 | 0.33% | +5+0.3% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,510 | $50.3 萬 | 0.20% | −136−8.3% | 減碼 |
| Orrstown Financial Services Inc | 1,510 | $50.3 萬 | 0.27% | +150+11.0% | 加碼 |
| Soltis Investment Advisors LLC | 1,513 | $50.4 萬 | 0.05% | +202+15.4% | 加碼 |
| Tectonic Advisors LLC | 1,514 | $50.4 萬 | 0.04% | +6+0.4% | 加碼 |
| Financial Partners Group, Inc | 1,515 | $50.5 萬 | 0.08% | +53+3.6% | 加碼 |
| IMS Capital Management | 1,475 | $50.6 萬 | 0.24% | 00.0% | 不變 |
| Grove Bank & Trust | 1,525 | $50.8 萬 | 0.08% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 1,525 | $50.8 萬 | 0.11% | +2+0.1% | 加碼 |
| Baker Ellis Asset Management LLC | 1,527 | $50.9 萬 | 0.08% | +100+7.0% | 加碼 |
| Olistico Wealth, LLC | 1,530 | $51.0 萬 | 0.33% | +100+7.0% | 加碼 |
| Boston Trust Walden Corp | 1,534 | $51.1 萬 | 0.00% | 00.0% | 不變 |
| Burton Enright Welch | 1,535 | $51.1 萬 | 0.12% | 00.0% | 不變 |
| West Family Investments, Inc. | 1,539 | $51.3 萬 | 0.15% | 00.0% | 不變 |
| MBA Advisors LLC | 1,539 | $51.3 萬 | 0.26% | −119−7.2% | 減碼 |
| United Bank | 1,540 | $51.3 萬 | 0.06% | −82−5.1% | 減碼 |
| SAM Advisors, LLC | 1,540 | $51.3 萬 | 0.19% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 1,546 | $51.5 萬 | 0.13% | +1,546 | 新進 |
| Bigelow Investment Advisors, LLC | 1,547 | $51.5 萬 | 0.25% | −4−0.3% | 減碼 |
| TFB Advisors LLC | 1,548 | $51.6 萬 | 0.17% | +92+6.3% | 加碼 |
| Sunburst Financial Group, LLC | 1,549 | $51.6 萬 | 0.14% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 1,550 | $51.6 萬 | 0.25% | 00.0% | 不變 |
| Camden National Bank | 1,553 | $51.7 萬 | 0.08% | +7+0.5% | 加碼 |
| Canal Capital Management, LLC | 1,554 | $51.8 萬 | 0.09% | +348+28.9% | 加碼 |
| Allstate Corp | 1,554 | $51.8 萬 | 0.04% | +38+2.5% | 加碼 |
| Sanchez Wealth Management Group | 1,554 | $51.8 萬 | 0.17% | +5+0.3% | 加碼 |
| Vertex Planning Partners, LLC | 1,556 | $51.8 萬 | 0.13% | +11+0.7% | 加碼 |
| RKL Wealth Management LLC | 1,556 | $51.8 萬 | 0.05% | −5−0.3% | 減碼 |
| Sepio Capital, LP | 1,559 | $51.9 萬 | 0.05% | +4+0.3% | 加碼 |
| Jupiter Wealth Management LLC | 1,500 | $51.9 萬 | 0.28% | 00.0% | 不變 |
| Fagan Associates, Inc. | 1,560 | $52.0 萬 | 0.09% | 00.0% | 不變 |
| Kaizen Financial Strategies | 1,523 | $52.1 萬 | 0.32% | −300−16.5% | 減碼 |
| Trust Co of Virginia | 1,563 | $52.1 萬 | 0.05% | 00.0% | 不變 |
| Quent Capital, LLC | 1,565 | $52.1 萬 | 0.06% | +11+0.7% | 加碼 |
| Seven Eight Capital, LP | 1,570 | $52.3 萬 | 0.05% | +1,570 | 新進 |
| Curbstone Financial Management Corp | 1,572 | $52.4 萬 | 0.11% | +1,572 | 新進 |
| Boston Financial Mangement LLC | 1,572 | $52.4 萬 | 0.02% | −196−11.1% | 減碼 |
| Quantum Financial Advisors, LLC | 1,572 | $52.4 萬 | 0.09% | +20+1.3% | 加碼 |
| West Michigan Advisors, LLC | 1,574 | $52.4 萬 | 0.17% | −66−4.0% | 減碼 |
| Regent Peak Wealth Advisors LLC | 1,575 | $52.5 萬 | 0.13% | −4−0.3% | 減碼 |
| STAR Financial Bank | 1,581 | $52.7 萬 | 0.41% | −219−12.2% | 減碼 |
| Independence Bank of Kentucky | 1,583 | $52.7 萬 | 0.14% | +944+147.7% | 加碼 |
| Spirepoint Private Client, LLC | 1,586 | $52.8 萬 | 0.07% | +982+162.6% | 加碼 |