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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 6,420 | $213.9 萬 | 0.10% | −15,492−70.7% | 減碼 |
| Cascade Investment Advisors, Inc. | 6,410 | $213.5 萬 | 1.44% | −440−6.4% | 減碼 |
| WealthPLAN Partners, LLC | 6,403 | $213.3 萬 | 0.23% | 00.0% | 不變 |
| River Wealth Advisors LLC | 6,401 | $213.2 萬 | 0.31% | +173+2.8% | 加碼 |
| Ritholtz Wealth Management | 6,393 | $213.0 萬 | 0.07% | −195−3.0% | 減碼 |
| Farther Finance Advisors, LLC | 6,463 | $212.7 萬 | 0.10% | +503+8.4% | 加碼 |
| Massachusetts Wealth Management | 6,377 | $212.4 萬 | 1.43% | −125−1.9% | 減碼 |
| Atlas Brown,Inc. | 6,374 | $212.3 萬 | 0.76% | −907−12.5% | 減碼 |
| Arkadios Wealth Advisors | 6,370 | $212.2 萬 | 0.14% | +831+15.0% | 加碼 |
| Advanced Portfolio Management, LLC | 6,367 | $212.1 萬 | 1.46% | 00.0% | 不變 |
| Harbour Investments, Inc. | 6,366 | $212.0 萬 | 0.07% | −295−4.4% | 減碼 |
| Good Life Advisors, LLC | 6,355 | $211.7 萬 | 0.17% | +60+1.0% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 6,312 | $210.3 萬 | 1.61% | +25+0.4% | 加碼 |
| Fairhaven Wealth Management, LLC | 6,292 | $209.6 萬 | 0.69% | +6,292 | 新進 |
| Edmond de Rothschild Holding S.A. | 6,286 | $209.4 萬 | 0.04% | −4,745−43.0% | 減碼 |
| Thompson Siegel & Walmsley LLC | 6,284 | $209.3 萬 | 0.03% | −12−0.2% | 減碼 |
| Perkins Coie Trust Co | 6,278 | $209.1 萬 | 0.49% | +5,267+521.0% | 加碼 |
| Foundations Investment Advisors, LLC | 6,275 | $209.0 萬 | 0.05% | −1,259−16.7% | 減碼 |
| Slagle Financial, LLC | 6,267 | $208.8 萬 | 1.07% | +376+6.4% | 加碼 |
| Eisler Capital (UK) Ltd. | 6,260 | $208.5 萬 | 0.68% | +6,260 | 新進 |
| Permanent Capital Management, LP | 5,369 | $208.4 萬 | 0.44% | +5,369 | 新進 |
| Ramirez Asset Management, Inc. | 6,238 | $207.8 萬 | 0.42% | −550−8.1% | 減碼 |
| Symphony Financial, Ltd. Co. | 6,329 | $207.4 萬 | 0.38% | +4,159+191.7% | 加碼 |
| Wedmont Private Capital | 6,174 | $207.2 萬 | 0.13% | −300−4.6% | 減碼 |
| Forum Financial Management, LP | 6,210 | $206.9 萬 | 0.04% | +20+0.3% | 加碼 |
| Weaver Capital Management LLC | 6,200 | $206.5 萬 | 0.66% | −1,465−19.1% | 減碼 |
| Zurich Insurance Group Ltd | 6,200 | $206.5 萬 | 0.02% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 6,188 | $206.1 萬 | 0.16% | −35−0.6% | 減碼 |
| St Germain D J Co Inc | 6,185 | $206.0 萬 | 0.10% | −419−6.3% | 減碼 |
| Mirabaud & Cie SA | 6,158 | $205.1 萬 | 0.69% | −275−4.3% | 減碼 |
| Mattern Wealth Management LLC | 6,150 | $204.9 萬 | 0.49% | +450+7.9% | 加碼 |
| Insight Wealth Strategies, LLC | 6,124 | $204.0 萬 | 0.29% | +301+5.2% | 加碼 |
| Coastline Trust Co | 6,105 | $203.4 萬 | 0.24% | +15+0.2% | 加碼 |
| Catalyst Funds Management Pty Ltd | 6,100 | $203.2 萬 | 0.54% | +5,800+1,933.3% | 加碼 |
| Eads & Heald Wealth Management | 6,091 | $202.9 萬 | 0.98% | −113−1.8% | 減碼 |
| Stoneridge Investment Partners LLC | 6,091 | $202.9 萬 | 0.77% | +6,091 | 新進 |
| Prosperity Consulting Group, LLC | 6,080 | $202.5 萬 | 0.27% | −681−10.1% | 減碼 |
| Sherbrooke Park Advisers LLC | 6,070 | $202.2 萬 | 0.35% | +5,178+580.5% | 加碼 |
| Essex Savings Bank | 6,058 | $201.8 萬 | 0.54% | +6+0.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 6,052 | $201.6 萬 | 0.12% | −80−1.3% | 減碼 |
| Watershed Private Wealth LLC | 6,046 | $201.4 萬 | 0.86% | −139−2.2% | 減碼 |
| Biltmore Family Office, LLC | 6,028 | $200.8 萬 | 0.37% | +1,630+37.1% | 加碼 |
| Crown Oak Advisors, LLC | 6,000 | $199.9 萬 | 1.13% | 00.0% | 不變 |
| GAMMA Investing LLC | 5,997 | $199.7 萬 | 0.27% | +841+16.3% | 加碼 |
| Gen-Wealth Partners Inc | 5,986 | $199.4 萬 | 0.96% | −202−3.3% | 減碼 |
| Schear Investment Advisers, LLC | 5,981 | $199.2 萬 | 1.44% | +465+8.4% | 加碼 |
| Vinland Capital Management Gestora de Recursos LTDA. | 5,980 | $199.2 萬 | 2.95% | +1,703+39.8% | 加碼 |
| AXS Investments LLC | 5,979 | $199.2 萬 | 0.55% | −172−2.8% | 減碼 |
| Keudell/Morrison Wealth Management | 5,972 | $198.9 萬 | 0.58% | 00.0% | 不變 |
| First National Bank Sioux Falls | 5,970 | $198.9 萬 | 1.03% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 5,962 | $198.6 萬 | 0.00% | −1,501−20.1% | 減碼 |
| Kovack Advisors, Inc. | 5,960 | $198.5 萬 | 0.22% | +689+13.1% | 加碼 |
| Bragg Financial Advisors, Inc | 5,945 | $198.0 萬 | 0.09% | −77−1.3% | 減碼 |
| Bridgeway Capital Management, LLC | 5,940 | $197.9 萬 | 0.05% | −9,000−60.2% | 減碼 |
| Eagle Rock Investment Company, LLC | 5,925 | $197.4 萬 | 0.36% | 00.0% | 不變 |
| Haverford Trust Co | 5,921 | $197.2 萬 | 0.02% | −287−4.6% | 減碼 |
| Charles Schwab Trust Co | 5,896 | $196.4 萬 | 0.18% | +74+1.3% | 加碼 |
| Csenge Advisory Group | 5,887 | $196.1 萬 | 0.11% | +203+3.6% | 加碼 |
| Westwood Holdings Group Inc. | 5,843 | $194.6 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 5,837 | $194.4 萬 | 0.36% | +430+8.0% | 加碼 |
| Benedict Financial Advisors Inc | 5,822 | $193.9 萬 | 0.49% | −12−0.2% | 減碼 |
| Naviter Wealth, LLC | 5,811 | $193.6 萬 | 0.29% | +57+1.0% | 加碼 |
| Cottage Street Advisors LLC | 5,767 | $192.1 萬 | 1.14% | +11+0.2% | 加碼 |
| Syon Capital LLC | 5,735 | $191.0 萬 | 0.18% | +98+1.7% | 加碼 |
| WBH Advisory Inc | 5,722 | $190.6 萬 | 0.19% | +38+0.7% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 5,709 | $190.2 萬 | 1.57% | −12−0.2% | 減碼 |
| Bridges Investment Management Inc | 5,705 | $190.0 萬 | 0.03% | +3,170+125.0% | 加碼 |
| Nations Financial Group Inc, | 5,681 | $189.2 萬 | 0.15% | +42+0.7% | 加碼 |
| Rockland Trust Co | 5,681 | $189.2 萬 | 0.10% | −76−1.3% | 減碼 |
| Spreng Capital Management, Inc. | 5,681 | $189.2 萬 | 0.98% | −131−2.3% | 減碼 |
| Advisors Management Group Inc | 5,668 | $188.8 萬 | 0.47% | +120+2.2% | 加碼 |
| Beaton Management Co. Inc. | 5,653 | $188.3 萬 | 1.01% | 00.0% | 不變 |
| Corundum Group, Inc. | 5,649 | $188.2 萬 | 0.74% | +3,685+187.6% | 加碼 |
| Weatherly Asset Management L. P. | 5,641 | $187.9 萬 | 0.17% | −1,195−17.5% | 減碼 |
| Investment House LLC | 5,623 | $187.3 萬 | 0.11% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 5,622 | $187.3 萬 | 0.24% | +21+0.4% | 加碼 |
| Parkside Financial Bank & Trust | 5,614 | $187.0 萬 | 0.29% | +8+0.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,574 | $185.7 萬 | 0.14% | +10.0% | 加碼 |
| HHM Wealth Advisors, LLC | 5,565 | $185.4 萬 | 0.28% | +2,027+57.3% | 加碼 |
| Concord Asset Management, LLC | 5,564 | $185.3 萬 | 0.46% | +608+12.3% | 加碼 |
| Great Lakes Retirement, Inc. | 5,557 | $185.1 萬 | 0.25% | +473+9.3% | 加碼 |
| Intellectus Partners, LLC | 5,554 | $185.0 萬 | 0.50% | −313−5.3% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,537 | $184.4 萬 | 0.70% | −44−0.8% | 減碼 |
| LGT Group Foundation | 5,525 | $184.0 萬 | 0.03% | −825−13.0% | 減碼 |
| Alaethes Wealth LLC | 5,517 | $183.8 萬 | 0.76% | +74+1.4% | 加碼 |
| Fairfield Financial Advisors, LTD | 5,515 | $183.7 萬 | 0.66% | +5,515 | 新進 |
| Connecticut Wealth Management, LLC | 5,500 | $183.2 萬 | 0.09% | −10.0% | 減碼 |
| CFM Wealth Partners LLC | 5,488 | $182.8 萬 | 0.34% | −100−1.8% | 減碼 |
| Indiana Trust & Investment Management CO | 5,480 | $182.5 萬 | 0.67% | +64+1.2% | 加碼 |
| Sonora Investment Management Group, LLC | 4,977 | $182.4 萬 | 0.14% | 00.0% | 不變 |
| True North Advisors, LLC | 5,455 | $181.7 萬 | 0.49% | −40−0.7% | 減碼 |
| CMT Capital Markets Trading GmbH | 5,428 | $180.8 萬 | 0.51% | +5,428 | 新進 |
| Bahl & Gaynor Inc | 5,421 | $180.6 萬 | 0.01% | +924+20.5% | 加碼 |
| Legacy Capital Group California, Inc. | 5,410 | $180.2 萬 | 0.65% | −68−1.2% | 減碼 |
| International Assets Investment Management, LLC | 5,391 | $179.6 萬 | 0.17% | +211+4.1% | 加碼 |
| Strategic Advisors LLC | 5,378 | $179.2 萬 | 0.35% | +10.0% | 加碼 |
| Greater Midwest Financial Group, LLC | 5,298 | $178.8 萬 | 1.13% | −2,745−34.1% | 減碼 |
| Patton Albertson Miller Group, LLC | 5,334 | $177.7 萬 | 0.25% | +3,090+137.7% | 加碼 |
| Blueshift Asset Management, LLC | 5,333 | $177.6 萬 | 0.60% | +3,731+232.9% | 加碼 |
| Sargent Investment Group, LLC | 5,329 | $177.5 萬 | 0.36% | +635+13.5% | 加碼 |