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 |
|---|---|---|---|---|---|
| CNB Bank | 5,321 | $177.2 萬 | 0.85% | +2,147+67.6% | 加碼 |
| Cladis Investment Advisory, LLC | 5,314 | $177.0 萬 | 1.28% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 5,314 | $177.0 萬 | 0.17% | −422−7.4% | 減碼 |
| GPS Wealth Strategies Group, LLC | 5,307 | $176.8 萬 | 0.27% | +190+3.7% | 加碼 |
| RMB Capital Management, LLC | 5,299 | $176.5 萬 | 0.04% | −185−3.4% | 減碼 |
| Guardian Investment Management | 5,287 | $176.1 萬 | 1.28% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 5,282 | $175.9 萬 | 0.27% | +608+13.0% | 加碼 |
| ARS Wealth Advisors Group, LLC | 5,280 | $175.9 萬 | 0.23% | +10.0% | 加碼 |
| Old Mission Investment Co LLC | 5,253 | $175.0 萬 | 0.57% | +102+2.0% | 加碼 |
| Wealth Group, Ltd. | 5,247 | $174.8 萬 | 1.25% | −45−0.9% | 減碼 |
| Chilton Capital Management LLC | 5,244 | $174.7 萬 | 0.08% | −136−2.5% | 減碼 |
| Cookson Peirce & Co Inc | 5,233 | $174.3 萬 | 0.08% | −39−0.7% | 減碼 |
| Papp L Roy & Associates | 5,232 | $174.3 萬 | 0.21% | −200−3.7% | 減碼 |
| West Oak Capital, LLC | 5,227 | $174.1 萬 | 0.70% | −60−1.1% | 減碼 |
| Exencial Wealth Advisors, LLC | 5,224 | $174.0 萬 | 0.07% | +20+0.4% | 加碼 |
| Northern Financial Advisors Inc | 5,198 | $173.1 萬 | 1.39% | +79+1.5% | 加碼 |
| PFG Investments, LLC | 5,187 | $172.8 萬 | 0.12% | +229+4.6% | 加碼 |
| Garrison Point Advisors, LLC | 5,180 | $172.5 萬 | 1.14% | +45+0.9% | 加碼 |
| Cooper Financial Group | 5,175 | $172.4 萬 | 0.25% | +453+9.6% | 加碼 |
| First Trust Investment Solutions L.P. | 5,149 | $171.5 萬 | 0.24% | +3,190+162.8% | 加碼 |
| Trust Point Inc. | 5,136 | $171.1 萬 | 0.14% | −103−2.0% | 減碼 |
| Allen Wealth Management, LLC | 5,080 | $169.2 萬 | 1.51% | −103−2.0% | 減碼 |
| Proequities, Inc. | 5,069 | $168.8 萬 | 0.11% | −295−5.5% | 減碼 |
| Cigna Investments Inc | 5,068 | $168.8 萬 | 0.32% | −333−6.2% | 減碼 |
| Courier Capital LLC | 5,047 | $168.1 萬 | 0.13% | −219−4.2% | 減碼 |
| JT Stratford LLC | 5,036 | $167.7 萬 | 0.31% | −622−11.0% | 減碼 |
| Accurate Wealth Management, LLC | 4,841 | $167.3 萬 | 0.40% | −541−10.1% | 減碼 |
| Symmetry Partners, LLC | 5,020 | $167.2 萬 | 0.09% | −1,029−17.0% | 減碼 |
| Garde Capital, Inc. | 5,021 | $167.2 萬 | 0.12% | −55−1.1% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 5,019 | $167.2 萬 | 0.71% | +8+0.2% | 加碼 |
| SOL Capital Management CO | 5,017 | $167.1 萬 | 0.20% | −135−2.6% | 減碼 |
| Counterweight Ventures, LLC | 4,997 | $166.5 萬 | 1.26% | +258+5.4% | 加碼 |
| GYL Financial Synergies, LLC | 4,981 | $165.9 萬 | 0.13% | −503−9.2% | 減碼 |
| Opes Wealth Management LLC | 4,978 | $165.8 萬 | 0.35% | +20.0% | 加碼 |
| Princeton Capital Management LLC | 4,973 | $165.7 萬 | 0.54% | −66−1.3% | 減碼 |
| Horizon Investments, LLC | 4,984 | $165.3 萬 | 0.05% | −234−4.5% | 減碼 |
| Harbor Group, Inc. | 4,956 | $165.1 萬 | 0.42% | +4,956 | 新進 |
| Aaron Wealth Advisors | 4,942 | $164.6 萬 | 0.23% | +221+4.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 4,933 | $164.3 萬 | 0.08% | +945+23.7% | 加碼 |
| Emprise Bank | 4,897 | $163.1 萬 | 1.01% | −23−0.5% | 減碼 |
| Trustmark National Bank Trust Department | 4,892 | $163.0 萬 | 0.13% | +483+11.0% | 加碼 |
| Institute for Wealth Management, LLC. | 4,891 | $162.9 萬 | 0.22% | +137+2.9% | 加碼 |
| Douglas Lane & Associates, LLC | 4,867 | $162.1 萬 | 0.02% | −10−0.2% | 減碼 |
| SevenBridge Financial Group, LLC | 4,964 | $162.0 萬 | 0.36% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 4,863 | $162.0 萬 | 0.41% | +133+2.8% | 加碼 |
| High Falls Advisors, Inc | 4,862 | $161.9 萬 | 0.39% | +374+8.3% | 加碼 |
| Redwood Investment Management, LLC | 4,965 | $161.9 萬 | 0.14% | +135+2.8% | 加碼 |
| Diamant Asset Management, Inc. | 4,858 | $161.8 萬 | 1.08% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 4,852 | $161.6 萬 | 0.17% | +79+1.7% | 加碼 |
| Pinnacle West Asset Management, Inc. | 4,850 | $161.6 萬 | 1.26% | −25−0.5% | 減碼 |
| Ingalls & Snyder LLC | 4,845 | $161.4 萬 | 0.07% | +200+4.3% | 加碼 |
| Beacon Investment Advisors LLC | 4,842 | $161.3 萬 | 0.82% | +52+1.1% | 加碼 |
| Cyndeo Wealth Partners, LLC | 4,838 | $161.2 萬 | 0.13% | +1,047+27.6% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,822 | $160.6 萬 | 0.30% | −238−4.7% | 減碼 |
| Wealthspire Advisors, LLC | 4,812 | $160.3 萬 | 0.02% | −72−1.5% | 減碼 |
| Optimum Investment Advisors | 4,798 | $159.8 萬 | 0.72% | −10−0.2% | 減碼 |
| Transamerica Financial Advisors, Inc. | 4,791 | $159.6 萬 | 0.17% | 00.0% | 不變 |
| Moody National Bank Trust Division | 4,789 | $159.5 萬 | 0.12% | +40+0.8% | 加碼 |
| Schechter Investment Advisors, LLC | 4,786 | $159.4 萬 | 0.12% | −73−1.5% | 減碼 |
| Founders Financial Securities LLC | 4,778 | $159.2 萬 | 0.15% | +1,109+30.2% | 加碼 |
| Applied Finance Capital Management, LLC | 4,777 | $159.1 萬 | 0.07% | +4,777 | 新進 |
| Diligent Investors, LLC | 4,773 | $159.0 萬 | 0.39% | +89+1.9% | 加碼 |
| Waldron Private Wealth LLC | 4,771 | $158.9 萬 | 0.07% | +49+1.0% | 加碼 |
| Crawford Investment Counsel Inc | 4,759 | $158.5 萬 | 0.03% | +500+11.7% | 加碼 |
| Donaldson Capital Management, LLC | 4,749 | $158.2 萬 | 0.07% | −5,591−54.1% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,747 | $158.1 萬 | 0.09% | +4,085+617.1% | 加碼 |
| XML Financial, LLC | 4,735 | $157.7 萬 | 0.16% | +5+0.1% | 加碼 |
| Clark Capital Management Group, Inc. | 4,725 | $157.4 萬 | 0.01% | −281−5.6% | 減碼 |
| Journey Advisory Group, LLC | 4,706 | $156.8 萬 | 0.19% | −100−2.1% | 減碼 |
| Motiv8 Investments LLC | 4,699 | $156.5 萬 | 1.16% | −322−6.4% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 4,685 | $156.0 萬 | 0.74% | −100−2.1% | 減碼 |
| Farmers Trust Co | 4,656 | $155.1 萬 | 0.31% | −19−0.4% | 減碼 |
| Boston Family Office LLC | 4,652 | $155.0 萬 | 0.11% | −229−4.7% | 減碼 |
| Hohimer Wealth Management, LLC | 4,638 | $154.5 萬 | 0.36% | +2,880+163.8% | 加碼 |
| Portside Wealth Group, LLC | 4,637 | $154.5 萬 | 0.29% | −61−1.3% | 減碼 |
| Flaharty Asset Management, LLC | 4,637 | $154.5 萬 | 0.23% | 00.0% | 不變 |
| Cypress Capital Group | 4,631 | $154.3 萬 | 0.18% | −115−2.4% | 減碼 |
| Avidian Wealth Solutions, LLC | 4,603 | $153.3 萬 | 0.07% | −1,058−18.7% | 減碼 |
| Blue Chip Partners, Inc. | 4,602 | $153.3 萬 | 0.14% | −8−0.2% | 減碼 |
| Clarius Group, LLC | 4,595 | $153.0 萬 | 0.11% | −163−3.4% | 減碼 |
| Privium Fund Management (UK) Ltd | 4,655 | $152.6 萬 | 0.59% | +4,655 | 新進 |
| Roman Butler Fullerton & Co | 4,642 | $152.5 萬 | 0.49% | +352+8.2% | 加碼 |
| MONECO Advisors, LLC | 4,570 | $152.2 萬 | 0.22% | +572+14.3% | 加碼 |
| Cornerstone Wealth Group, LLC | 4,568 | $152.2 萬 | 0.14% | +84+1.9% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,557 | $151.8 萬 | 0.16% | +954+26.5% | 加碼 |
| Coastal Investment Advisors, Inc. | 4,547 | $151.5 萬 | 0.30% | +173+4.0% | 加碼 |
| Centaurus Financial, Inc. | 4,535 | $151.1 萬 | 0.10% | +2,063+83.5% | 加碼 |
| Westhampton Capital, LLC | 4,510 | $150.2 萬 | 0.81% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 4,498 | $149.8 萬 | 0.47% | −151−3.2% | 減碼 |
| Strategic Investment Advisors | 4,485 | $149.4 萬 | 0.18% | −40−0.9% | 減碼 |
| Woodard & Co Asset Management Group Inc | 4,484 | $149.4 萬 | 0.37% | +100+2.3% | 加碼 |
| Probity Advisors, Inc. | 4,480 | $149.2 萬 | 0.31% | −566−11.2% | 減碼 |
| ORG Partners LLC | 4,520 | $148.8 萬 | 0.19% | +3,886+612.9% | 加碼 |
| Old West Investment Management, LLC | 4,458 | $148.5 萬 | 0.65% | +4,458 | 新進 |
| Widmann Financial Services, Inc. | 4,451 | $148.3 萬 | 1.21% | −51−1.1% | 減碼 |
| Washington Trust Co | 4,451 | $148.3 萬 | 0.05% | −10.0% | 減碼 |
| Charter Research & Investment Group, Inc. | 4,450 | $148.2 萬 | 1.17% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 4,432 | $147.6 萬 | 0.04% | −235−5.0% | 減碼 |
| RS Crum Inc. | 4,430 | $147.6 萬 | 0.39% | +105+2.4% | 加碼 |
| Tower Bridge Advisors | 4,405 | $146.7 萬 | 0.16% | −300−6.4% | 減碼 |