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 |
|---|---|---|---|---|---|
| Am Investment Strategies LLC | 4,383 | $146.0 萬 | 0.36% | 00.0% | 不變 |
| Nwam LLC | 4,381 | $145.9 萬 | 0.43% | +607+16.1% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $145.6 萬 | 0.04% | −1,209−21.7% | 減碼 |
| Norway Savings Bank | 4,367 | $145.5 萬 | 0.83% | −135−3.0% | 減碼 |
| First Citizens Bank & Trust Co | 4,360 | $145.2 萬 | 0.03% | +401+10.1% | 加碼 |
| IVC Wealth Advisors LLC | 4,360 | $145.2 萬 | 0.81% | +229+5.5% | 加碼 |
| Catalyst Financial Partners LLC | 4,351 | $144.9 萬 | 0.32% | +19+0.4% | 加碼 |
| Burke & Herbert Bank & Trust Co | 4,349 | $144.9 萬 | 0.35% | +3,012+225.3% | 加碼 |
| TRUE Private Wealth Advisors | 4,320 | $143.9 萬 | 0.16% | +18+0.4% | 加碼 |
| Woodward Diversified Capital, LLC | 4,319 | $143.9 萬 | 0.84% | −75−1.7% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,338 | $143.8 萬 | 0.24% | −12−0.3% | 減碼 |
| Itau Unibanco Holding S.A. | 4,310 | $143.6 萬 | 0.06% | +806+23.0% | 加碼 |
| Kerusso Capital Management LLC | 4,309 | $143.5 萬 | 1.04% | +4,309 | 新進 |
| Western Wealth Management, LLC | 4,301 | $143.3 萬 | 0.11% | +296+7.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 4,301 | $143.3 萬 | 0.09% | +485+12.7% | 加碼 |
| Sit Investment Associates Inc | 4,300 | $143.2 萬 | 0.03% | 00.0% | 不變 |
| Martingale Asset Management L P | 4,290 | $142.9 萬 | 0.03% | +1,310+44.0% | 加碼 |
| Mittelman Wealth Management | 4,287 | $142.8 萬 | 0.93% | −156−3.5% | 減碼 |
| Cobblestone Capital Advisors LLC | 4,276 | $142.4 萬 | 0.09% | −350−7.6% | 減碼 |
| Acorn Wealth Advisors, LLC | 4,275 | $142.4 萬 | 0.70% | +11+0.3% | 加碼 |
| First County Bank | 4,272 | $142.3 萬 | 0.73% | −378−8.1% | 減碼 |
| CRA Financial Services, LLC | 4,268 | $142.2 萬 | 0.29% | −100−2.3% | 減碼 |
| Amarillo National Bank | 4,267 | $142.1 萬 | 0.27% | 00.0% | 不變 |
| Guerra Pan Advisors, LLC | 4,267 | $142.1 萬 | 1.19% | +1,103+34.9% | 加碼 |
| Beech Hill Advisors, Inc. | 4,250 | $141.6 萬 | 0.58% | −100−2.3% | 減碼 |
| Wealthspan Partners, LLC | 4,236 | $141.1 萬 | 0.78% | +738+21.1% | 加碼 |
| World Equity Group, Inc. | 4,237 | $141.1 萬 | 0.42% | −4,001−48.6% | 減碼 |
| BNP Paribas | 4,240 | $141.0 萬 | 0.07% | −1,036−19.6% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,227 | $140.8 萬 | 0.49% | −249−5.6% | 減碼 |
| Kowal Investment Group, LLC | 4,225 | $140.7 萬 | 0.28% | +13+0.3% | 加碼 |
| Cardiff Park Advisors, LLC | 4,221 | $140.6 萬 | 0.14% | +13+0.3% | 加碼 |
| Solstein Capital, LLC | 4,214 | $140.4 萬 | 0.92% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 4,213 | $140.3 萬 | 0.11% | +487+13.1% | 加碼 |
| WD Rutherford LLC | 4,191 | $139.6 萬 | 0.70% | +61+1.5% | 加碼 |
| BBR Partners, LLC | 4,189 | $139.5 萬 | 0.11% | +57+1.4% | 加碼 |
| Fort Sheridan Advisors LLC | 4,186 | $139.4 萬 | 0.23% | +1,332+46.7% | 加碼 |
| Root Financial Partners, LLC | 4,182 | $139.3 萬 | 0.33% | +4,182 | 新進 |
| Lantz Financial LLC | 4,181 | $139.3 萬 | 0.43% | +116+2.9% | 加碼 |
| Aureus Asset Management, LLC | 4,178 | $139.2 萬 | 0.10% | −344−7.6% | 減碼 |
| Allen Capital Group, LLC | 4,162 | $138.6 萬 | 0.20% | −395−8.7% | 減碼 |
| First Manhattan Co | 4,159 | $138.5 萬 | 0.00% | +30+0.7% | 加碼 |
| Delta Investment Management, LLC | 4,148 | $138.2 萬 | 0.30% | −104−2.4% | 減碼 |
| Byrne Asset Management LLC | 4,219 | $138.2 萬 | 0.99% | −73−1.7% | 減碼 |
| Southeast Asset Advisors Inc. | 4,147 | $138.1 萬 | 0.17% | +5+0.1% | 加碼 |
| Smithfield Trust Co | 4,147 | $138.1 萬 | 0.07% | 00.0% | 不變 |
| Werlinich Asset Management, LLC | 4,217 | $138.1 萬 | 0.86% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 4,127 | $137.5 萬 | 0.10% | −2,542−38.1% | 減碼 |
| Silverlake Wealth Management LLC | 4,128 | $137.5 萬 | 0.56% | −484−10.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,967 | $137.3 萬 | 0.09% | −96−2.4% | 減碼 |
| Advisory Alpha, LLC | 4,081 | $136.0 萬 | 0.05% | +595+17.1% | 加碼 |
| Live Oak Private Wealth LLC | 4,081 | $135.9 萬 | 0.23% | 00.0% | 不變 |
| Eastern Bank | 4,080 | $135.9 萬 | 0.05% | −100−2.4% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 3,567 | $135.1 萬 | 0.08% | −246−6.5% | 減碼 |
| Oak Harvest Investment Services | 4,049 | $134.9 萬 | 0.21% | +293+7.8% | 加碼 |
| Birch Hill Investment Advisors LLC | 4,044 | $134.7 萬 | 0.07% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 4,042 | $134.6 萬 | 0.09% | −348−7.9% | 減碼 |
| ZWJ Investment Counsel Inc | 4,028 | $134.2 萬 | 0.06% | −15−0.4% | 減碼 |
| SNS Financial Group, LLC | 4,022 | $134.0 萬 | 0.14% | +14+0.3% | 加碼 |
| K.J. Harrison & Partners Inc | 4,021 | $133.9 萬 | 0.22% | −23−0.6% | 減碼 |
| Viking Fund Management LLC | 4,000 | $133.2 萬 | 0.24% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 3,996 | $133.1 萬 | 0.20% | −6−0.1% | 減碼 |
| Security National Bank | 3,983 | $132.7 萬 | 0.19% | 00.0% | 不變 |
| Wrapmanager Inc | 3,982 | $132.7 萬 | 0.37% | +521+15.1% | 加碼 |
| Hardy Reed LLC | 3,981 | $132.6 萬 | 0.13% | +3,981 | 新進 |
| Quad-Cities Investment Group, LLC | 3,960 | $131.9 萬 | 0.73% | +3+0.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,950 | $131.6 萬 | 0.22% | −176−4.3% | 減碼 |
| Elevate Wealth Advisory, Inc | 3,950 | $131.6 萬 | 1.07% | +10.0% | 加碼 |
| City State Bank | 3,949 | $131.5 萬 | 0.54% | −10−0.3% | 減碼 |
| Cim Investment Mangement Inc | 3,946 | $131.4 萬 | 0.41% | −32−0.8% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 3,935 | $131.1 萬 | 0.30% | +1,223+45.1% | 加碼 |
| Retirement Guys Formula LLC | 3,930 | $130.9 萬 | 0.63% | +332+9.2% | 加碼 |
| Evergreen Capital Management LLC | 3,923 | $130.7 萬 | 0.05% | +588+17.6% | 加碼 |
| Berger Financial Group, Inc | 3,907 | $130.1 萬 | 0.10% | +221+6.0% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 3,905 | $130.1 萬 | 0.89% | 00.0% | 不變 |
| Bank & Trust Co | 3,905 | $130.1 萬 | 1.10% | +3,905 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,904 | $130.0 萬 | 0.14% | −37−0.9% | 減碼 |
| High Net Worth Advisory Group LLC | 3,902 | $130.0 萬 | 0.39% | +285+7.9% | 加碼 |
| Sunbelt Securities, Inc. | 3,879 | $129.2 萬 | 0.13% | +5+0.1% | 加碼 |
| Granite Investment Partners, LLC | 3,876 | $129.1 萬 | 0.05% | 00.0% | 不變 |
| Patten & Patten Inc | 3,868 | $128.8 萬 | 0.09% | −45−1.2% | 減碼 |
| Pitcairn Co | 3,865 | $128.7 萬 | 0.08% | +397+11.4% | 加碼 |
| David Loasby | 3,901 | $128.1 萬 | 0.12% | +51+1.3% | 加碼 |
| 180 Wealth Advisors, LLC | 3,867 | $128.0 萬 | 0.21% | +716+22.7% | 加碼 |
| Hillsdale Investment Management Inc. | 3,840 | $127.9 萬 | 0.10% | +3,327+648.5% | 加碼 |
| Evernest Financial Advisors, LLC | 3,835 | $127.7 萬 | 0.57% | −328−7.9% | 減碼 |
| Confluence Wealth Services, Inc. | 3,833 | $127.7 萬 | 0.10% | +48+1.3% | 加碼 |
| Everett Harris & Co | 3,805 | $126.7 萬 | 0.02% | +25+0.7% | 加碼 |
| First Citizens Financial Corp | 3,790 | $126.2 萬 | 0.75% | −8−0.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,777 | $125.8 萬 | 0.10% | −207−5.2% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 3,751 | $124.9 萬 | 0.31% | −640−14.6% | 減碼 |
| Argus Investors' Counsel, Inc. | 3,745 | $124.7 萬 | 0.77% | −610−14.0% | 減碼 |
| Sequent Asset Management, LLC | 3,742 | $124.6 萬 | 0.63% | −1,633−30.4% | 減碼 |
| Camden Capital, LLC | 3,734 | $124.4 萬 | 0.10% | +218+6.2% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 3,713 | $123.7 萬 | 1.00% | +20+0.5% | 加碼 |
| Lantern Wealth Advisors, LLC | 3,706 | $123.5 萬 | 0.90% | +2+0.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,698 | $123.2 萬 | 0.18% | −195−5.0% | 減碼 |
| Missouri Trust & Investment Co | 3,694 | $123.0 萬 | 0.46% | −10−0.3% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 3,682 | $122.6 萬 | 0.14% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 3,676 | $122.5 萬 | 0.09% | +58+1.6% | 加碼 |
| Gateway Wealth Partners, LLC | 3,668 | $122.2 萬 | 0.37% | +84+2.3% | 加碼 |