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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $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 |
|---|---|---|---|---|---|
| Oxbow Advisors, LLC | 8,065 | $268.7 萬 | 0.32% | +102+1.3% | 加碼 |
| MB, Levis & Associates, LLC | 8,050 | $268.1 萬 | 1.41% | −37−0.5% | 減碼 |
| Fidelis Capital Partners, LLC | 8,228 | $268.1 萬 | 0.38% | +1,997+32.0% | 加碼 |
| V-Square Quantitative Management LLC | 8,034 | $267.6 萬 | 0.43% | −430−5.1% | 減碼 |
| FLC Capital Advisors | 8,032 | $267.5 萬 | 0.66% | −20−0.2% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,017 | $267.1 萬 | 1.55% | −330−4.0% | 減碼 |
| Berkshire Bank | 8,015 | $267.0 萬 | 0.67% | −377−4.5% | 減碼 |
| Bowen Hanes & Co Inc | 8,009 | $266.8 萬 | 0.07% | −20−0.2% | 減碼 |
| Cohen Klingenstein LLC | 8,000 | $266.5 萬 | 0.10% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 7,998 | $266.4 萬 | 0.74% | +1,245+18.4% | 加碼 |
| Parallel Advisors, LLC | 7,992 | $266.2 萬 | 0.07% | −205−2.5% | 減碼 |
| Court Place Advisors, LLC | 7,964 | $265.3 萬 | 0.83% | −99−1.2% | 減碼 |
| Private Trust Co NA | 7,955 | $265.0 萬 | 0.29% | −2,740−25.6% | 減碼 |
| Tradewinds, LLC. | 7,949 | $264.8 萬 | 0.81% | +7,949 | 新進 |
| Secured Retirement Advisors, LLC | 7,943 | $264.6 萬 | 2.06% | +595+8.1% | 加碼 |
| Fruth Investment Management | 7,923 | $263.9 萬 | 0.72% | −110−1.4% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,919 | $263.8 萬 | 0.48% | −39−0.5% | 減碼 |
| Ignite Planners, LLC | 8,002 | $262.7 萬 | 0.64% | −174−2.1% | 減碼 |
| Ellis Investment Partners, LLC | 7,847 | $261.4 萬 | 0.55% | −923−10.5% | 減碼 |
| Gifford Fong Associates | 7,800 | $259.8 萬 | 0.69% | 00.0% | 不變 |
| Field & Main Bank | 7,783 | $259.2 萬 | 0.97% | +37+0.5% | 加碼 |
| Investors Asset Management of Georgia Inc | 7,762 | $258.5 萬 | 1.26% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 7,900 | $257.6 萬 | 0.14% | −296−3.6% | 減碼 |
| Modern Wealth Management, LLC | 7,723 | $257.3 萬 | 0.19% | +203+2.7% | 加碼 |
| Valley Brook Capital Group | 7,625 | $254.0 萬 | 1.98% | +20+0.3% | 加碼 |
| Focused Wealth Management, Inc | 7,624 | $253.9 萬 | 0.37% | +52+0.7% | 加碼 |
| JBR Co Financial Management Inc | 7,622 | $253.9 萬 | 1.78% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 7,616 | $253.7 萬 | 0.14% | −459−5.7% | 減碼 |
| Two Sigma Advisers, LP | 7,600 | $253.2 萬 | 0.01% | +7,000+1,166.7% | 加碼 |
| Verdence Capital Advisors LLC | 7,595 | $253.0 萬 | 0.23% | +568+8.1% | 加碼 |
| Exchange Bank | 7,578 | $252.4 萬 | 2.15% | 00.0% | 不變 |
| United Community Bank | 7,562 | $251.9 萬 | 1.02% | −510−6.3% | 減碼 |
| D. Scott Neal, Inc. | 7,549 | $251.5 萬 | 1.40% | 00.0% | 不變 |
| Umpqua Bank | 7,525 | $250.7 萬 | 0.97% | +79+1.1% | 加碼 |
| ClariVest Asset Management LLC | 7,518 | $250.4 萬 | 0.26% | −73−1.0% | 減碼 |
| IFP Advisors, Inc | 7,480 | $249.2 萬 | 0.10% | +3,479+87.0% | 加碼 |
| Transform Wealth, LLC | 7,446 | $248.0 萬 | 0.19% | −295−3.8% | 減碼 |
| Y.D. More Investments Ltd | 7,444 | $247.9 萬 | 0.25% | −720−8.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 7,406 | $246.7 萬 | 0.04% | +2,258+43.9% | 加碼 |
| Boston Private Wealth LLC | 7,368 | $245.4 萬 | 0.06% | −1,507−17.0% | 減碼 |
| Orleans Capital Management Corp | 7,368 | $245.4 萬 | 1.56% | +5+0.1% | 加碼 |
| Compton Wealth Advisory Group, LLC | 7,332 | $244.2 萬 | 0.65% | +639+9.5% | 加碼 |
| Pinnacle Wealth Management, LLC | 7,311 | $243.5 萬 | 3.05% | +1,502+25.9% | 加碼 |
| Insigneo Advisory Services, LLC | 7,677 | $243.2 萬 | 0.27% | −34−0.4% | 減碼 |
| Cornercap Investment Counsel Inc | 7,270 | $242.2 萬 | 0.39% | −110−1.5% | 減碼 |
| Argent Advisors, Inc. | 7,255 | $241.7 萬 | 0.96% | −810−10.0% | 減碼 |
| Trust Investment Advisors | 7,249 | $241.5 萬 | 1.54% | −438−5.7% | 減碼 |
| Gables Capital Management Inc. | 7,220 | $240.5 萬 | 1.26% | +150+2.1% | 加碼 |
| Franklin Street Advisors Inc | 7,205 | $240.0 萬 | 0.17% | −60−0.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,204 | $240.0 萬 | 0.22% | −982−12.0% | 減碼 |
| Ballentine Partners, LLC | 7,196 | $239.7 萬 | 0.04% | +113+1.6% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 7,192 | $239.6 萬 | 1.18% | +77+1.1% | 加碼 |
| Marvin & Palmer Associates Inc | 7,185 | $239.3 萬 | 2.45% | −4,049−36.0% | 減碼 |
| Little House Capital LLC | 7,183 | $239.3 萬 | 0.75% | +1,763+32.5% | 加碼 |
| Fox Hill Wealth Management | 7,158 | $238.4 萬 | 1.46% | +4,850+210.1% | 加碼 |
| Legacy Bridge, LLC | 7,136 | $237.7 萬 | 1.40% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 7,236 | $237.6 萬 | 0.80% | +7,236 | 新進 |
| Cozad Asset Management Inc | 7,121 | $237.2 萬 | 0.24% | +145+2.1% | 加碼 |
| Cross Staff Investments Inc | 7,104 | $236.6 萬 | 1.97% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 7,095 | $236.3 萬 | 0.05% | −925−11.5% | 減碼 |
| Triangle Securities Wealth Management | 7,078 | $235.8 萬 | 0.67% | −37−0.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,040 | $234.5 萬 | 0.16% | −256−3.5% | 減碼 |
| Tyche Wealth Partners LLC | 7,038 | $234.4 萬 | 0.57% | +206+3.0% | 加碼 |
| Rollins Financial Advisors, LLC | 7,035 | $234.3 萬 | 0.40% | +84+1.2% | 加碼 |
| Vise Technologies, Inc. | 7,000 | $233.2 萬 | 0.41% | +224+3.3% | 加碼 |
| Quest Investment Management LLC | 6,968 | $232.1 萬 | 0.26% | 00.0% | 不變 |
| BCM Advisors, LLC | 7,000 | $232.1 萬 | 0.55% | −70−1.0% | 減碼 |
| Garrett Investment Advisors LLC | 6,963 | $231.9 萬 | 0.27% | +85+1.2% | 加碼 |
| Fort Point Capital Partners LLC | 6,928 | $230.8 萬 | 0.30% | +37+0.5% | 加碼 |
| Howland Capital Management LLC | 6,921 | $230.5 萬 | 0.11% | −450−6.1% | 減碼 |
| Avantax Planning Partners, Inc. | 6,881 | $229.2 萬 | 0.07% | −437−6.0% | 減碼 |
| Buckingham Strategic Partners | 6,870 | $228.9 萬 | 0.06% | −4,548−39.8% | 減碼 |
| Oarsman Capital, Inc. | 6,829 | $227.5 萬 | 0.50% | +304+4.7% | 加碼 |
| Modera Wealth Management, LLC | 6,820 | $227.2 萬 | 0.03% | −186−2.7% | 減碼 |
| Stone Point Wealth LLC | 6,816 | $227.0 萬 | 0.81% | −125−1.8% | 減碼 |
| Staley Capital Advisers Inc | 6,800 | $226.5 萬 | 0.10% | −14−0.2% | 減碼 |
| NBC Securities, Inc. | 6,794 | $226.3 萬 | 0.21% | +401+6.3% | 加碼 |
| Hilton Capital Management, LLC | 6,783 | $225.9 萬 | 0.19% | 00.0% | 不變 |
| Jump Financial, LLC | 6,773 | $225.6 萬 | 0.05% | −2,182−24.4% | 減碼 |
| Wintrust Investments LLC | 6,721 | $223.9 萬 | 0.18% | −173−2.5% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 6,721 | $223.9 萬 | 1.18% | +53+0.8% | 加碼 |
| Arete Wealth Advisors, LLC | 6,751 | $223.8 萬 | 0.18% | +6,751 | 新進 |
| IPG Investment Advisors LLC | 6,704 | $223.3 萬 | 0.49% | +1,947+40.9% | 加碼 |
| Ar Asset Management Inc | 6,700 | $223.2 萬 | 0.54% | 00.0% | 不變 |
| Mission Wealth Management, LP | 6,679 | $222.5 萬 | 0.06% | +472+7.6% | 加碼 |
| Axq Capital, LP | 6,676 | $222.4 萬 | 0.52% | +6,676 | 新進 |
| RFG Advisory, LLC | 6,654 | $221.6 萬 | 0.07% | −129−1.9% | 減碼 |
| Greenfield Savings Bank | 6,643 | $221.3 萬 | 1.14% | +112+1.7% | 加碼 |
| Nemes Rush Group LLC | 6,639 | $221.2 萬 | 0.30% | −58−0.9% | 減碼 |
| Trueblood Wealth Management, LLC | 6,593 | $219.6 萬 | 1.24% | −29−0.4% | 減碼 |
| Resources Management Corp | 6,594 | $219.6 萬 | 0.32% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 6,578 | $219.1 萬 | 0.16% | +284+4.5% | 加碼 |
| Inspire Advisors, LLC | 6,572 | $218.9 萬 | 0.29% | −254−3.7% | 減碼 |
| Oak Asset Management, LLC | 6,570 | $218.8 萬 | 0.80% | −75−1.1% | 減碼 |
| Affinity Investment Advisors, LLC | 6,563 | $218.6 萬 | 1.64% | +87+1.3% | 加碼 |
| Brighton Jones LLC | 6,535 | $217.7 萬 | 0.07% | +158+2.5% | 加碼 |
| Stonegate Investment Group, LLC | 6,491 | $216.2 萬 | 0.06% | +498+8.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 6,473 | $215.6 萬 | 0.04% | −200−3.0% | 減碼 |
| Vivid Wealth Management, LLC | 6,432 | $214.3 萬 | 1.20% | +2,062+47.2% | 加碼 |
| Diversified Trust Co | 6,427 | $214.1 萬 | 0.06% | −436−6.4% | 減碼 |