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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 3,657 | $121.8 萬 | 0.18% | +29+0.8% | 加碼 |
| Intrua Financial, LLC | 3,652 | $121.6 萬 | 0.20% | −1,141−23.8% | 減碼 |
| Circle Wealth Management, LLC | 3,641 | $121.3 萬 | 0.03% | −77−2.1% | 減碼 |
| Rodgers Brothers Inc. | 3,640 | $121.2 萬 | 0.16% | −70−1.9% | 減碼 |
| PFC Capital Group, Inc. | 3,635 | $121.0 萬 | 0.61% | +178+5.1% | 加碼 |
| Raleigh Capital Management Inc. | 3,628 | $120.9 萬 | 0.51% | −606−14.3% | 減碼 |
| TCG Advisory Services, LLC | 3,625 | $120.8 萬 | 0.06% | +933+34.7% | 加碼 |
| Wealth Management Partners, LLC | 3,614 | $120.4 萬 | 0.59% | +356+10.9% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,611 | $120.3 萬 | 0.47% | −740−17.0% | 減碼 |
| Thomasville National Bank | 3,598 | $119.8 萬 | 0.10% | −5−0.1% | 減碼 |
| US Asset Management LLC | 3,598 | $119.8 萬 | 1.08% | −126−3.4% | 減碼 |
| J. W. Coons Advisors, LLC | 3,580 | $119.2 萬 | 0.29% | 00.0% | 不變 |
| Bullock Wealth Management Group | 3,623 | $119.2 萬 | 0.78% | −40−1.1% | 減碼 |
| Fort Pitt Capital Group, LLC | 3,576 | $119.1 萬 | 0.04% | +50+1.4% | 加碼 |
| Regal Investment Advisors LLC | 3,576 | $119.1 萬 | 0.08% | −161−4.3% | 減碼 |
| Gilbert & Cook, Inc. | 3,570 | $118.9 萬 | 0.17% | −1,508−29.7% | 減碼 |
| Berkshire Asset Management LLC | 3,563 | $118.7 萬 | 0.06% | +655+22.5% | 加碼 |
| Boston Research & Management Inc | 3,542 | $117.9 萬 | 0.30% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 3,537 | $117.8 萬 | 0.08% | +70+2.0% | 加碼 |
| TKG Advisors, LLC | 3,537 | $117.8 萬 | 0.64% | +46+1.3% | 加碼 |
| Covenant Asset Management, LLC | 3,530 | $117.6 萬 | 0.26% | −24−0.7% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 3,528 | $117.5 萬 | 0.14% | +6+0.2% | 加碼 |
| SS&H Financial Advisors, Inc. | 3,525 | $117.4 萬 | 0.46% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 3,523 | $117.4 萬 | 0.32% | 00.0% | 不變 |
| Wealth Architects, LLC | 3,519 | $117.2 萬 | 0.14% | −2−0.1% | 減碼 |
| Golden State Equity Partners | 3,509 | $116.9 萬 | 0.24% | +3,509 | 新進 |
| Monticello Wealth Management, LLC | 3,508 | $116.8 萬 | 0.11% | +2+0.1% | 加碼 |
| Zega Financial, LLC | 3,504 | $116.7 萬 | 0.42% | +1,187+51.2% | 加碼 |
| Fundamentun, LLC | 3,482 | $116.0 萬 | 0.10% | +90+2.7% | 加碼 |
| HCR Wealth Advisors | 3,479 | $115.9 萬 | 0.17% | −399−10.3% | 減碼 |
| Westover Capital Advisors, LLC | 3,471 | $115.6 萬 | 0.30% | +2,202+173.5% | 加碼 |
| Savoie Capital LLC | 3,465 | $115.4 萬 | 0.15% | 00.0% | 不變 |
| Montis Financial, LLC | 3,457 | $115.1 萬 | 0.53% | −64−1.8% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,447 | $114.8 萬 | 0.51% | +10+0.3% | 加碼 |
| AA Financial Advisors, LLC | 3,445 | $114.8 萬 | 0.40% | +112+3.4% | 加碼 |
| Larson Financial Group LLC | 3,445 | $114.7 萬 | 0.08% | +1,906+123.8% | 加碼 |
| Investment Partners, Ltd. | 3,443 | $114.7 萬 | 0.52% | −205−5.6% | 減碼 |
| GeoWealth Management, LLC | 3,440 | $114.6 萬 | 0.05% | +792+29.9% | 加碼 |
| Vanguard Capital Wealth Advisors | 3,438 | $114.5 萬 | 0.77% | +4+0.1% | 加碼 |
| Fairview Capital Investment Management, LLC | 3,428 | $114.2 萬 | 0.06% | −100−2.8% | 減碼 |
| Perfromance Wealth Partners, LLC | 3,425 | $114.1 萬 | 0.04% | −16,075−82.4% | 減碼 |
| Allegheny Financial Group LTD | 3,417 | $113.8 萬 | 0.33% | +105+3.2% | 加碼 |
| Everhart Financial Group, Inc. | 3,406 | $113.4 萬 | 0.29% | +617+22.1% | 加碼 |
| Telos Capital Management, Inc. | 3,396 | $113.1 萬 | 0.13% | −9−0.3% | 減碼 |
| DMG Group, LLC | 3,391 | $113.0 萬 | 0.97% | −64−1.9% | 減碼 |
| CORDA Investment Management, LLC. | 3,381 | $112.6 萬 | 0.09% | +138+4.3% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 3,380 | $112.6 萬 | 0.60% | −13−0.4% | 減碼 |
| Keynote Financial Services LLC | 3,372 | $112.3 萬 | 0.94% | −77−2.2% | 減碼 |
| Mendel Money Management | 3,362 | $112.0 萬 | 0.52% | +85+2.6% | 加碼 |
| Advisor OS, LLC | 3,361 | $112.0 萬 | 0.12% | −154−4.4% | 減碼 |
| Milestone Asset Management, LLC | 3,361 | $112.0 萬 | 0.28% | +3,361 | 新進 |
| Lakeview Capital Partners, LLC | 3,045 | $111.6 萬 | 0.18% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 3,341 | $111.3 萬 | 0.11% | −96−2.8% | 減碼 |
| Atwood & Palmer Inc | 3,340 | $111.3 萬 | 0.08% | −18−0.5% | 減碼 |
| Burford Brothers, Inc. | 3,338 | $111.2 萬 | 0.65% | +1,752+110.5% | 加碼 |
| CIC Wealth, LLC | 3,337 | $111.2 萬 | 0.31% | −49−1.4% | 減碼 |
| CTC LLC | 3,334 | $111.1 萬 | 0.08% | +3,334 | 新進 |
| Lakewood Asset Management LLC | 3,331 | $111.0 萬 | 0.77% | −147−4.2% | 減碼 |
| Newbridge Financial Services Group, Inc. | 3,330 | $110.9 萬 | 0.41% | +1,080+48.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,320 | $110.6 萬 | 0.18% | −5−0.2% | 減碼 |
| LexAurum Advisors, LLC | 3,313 | $110.4 萬 | 0.27% | +29+0.9% | 加碼 |
| Security Financial Services, INC. | 3,311 | $110.3 萬 | 0.24% | −5−0.2% | 減碼 |
| Fiduciary Family Office, LLC | 3,310 | $110.3 萬 | 0.43% | −240−6.8% | 減碼 |
| Paradigm Asset Management Co LLC | 3,300 | $109.9 萬 | 0.31% | −400−10.8% | 減碼 |
| Founders Financial Alliance, LLC | 3,288 | $109.5 萬 | 0.32% | −111−3.3% | 減碼 |
| Nicolet Bankshares Inc | 3,284 | $109.4 萬 | 0.27% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 3,280 | $109.3 萬 | 0.06% | +120+3.8% | 加碼 |
| Mainstay Capital Management LLC | 3,277 | $109.2 萬 | 0.19% | +298+10.0% | 加碼 |
| Edge Capital Group, LLC | 3,273 | $109.0 萬 | 0.05% | −27−0.8% | 減碼 |
| Traphagen Investment Advisors LLC | 3,266 | $108.8 萬 | 0.12% | +17+0.5% | 加碼 |
| Transcend Wealth Collective, LLC | 3,257 | $108.5 萬 | 0.08% | +348+12.0% | 加碼 |
| Verity Asset Management, Inc. | 3,254 | $108.4 萬 | 0.43% | +1,641+101.7% | 加碼 |
| LVW Advisors, LLC | 3,242 | $108.0 萬 | 0.16% | +555+20.7% | 加碼 |
| Rogco, LP | 3,241 | $108.0 萬 | 0.44% | +158+5.1% | 加碼 |
| Montecito Bank & Trust | 3,235 | $107.8 萬 | 0.22% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 3,250 | $107.7 萬 | 0.37% | +1,911+142.7% | 加碼 |
| JFS Wealth Advisors, LLC | 3,231 | $107.6 萬 | 0.08% | −161−4.7% | 減碼 |
| Auxier Asset Management | 3,230 | $107.6 萬 | 0.17% | 00.0% | 不變 |
| 1858 Wealth Management, LLC | 3,223 | $107.4 萬 | 0.89% | −275−7.9% | 減碼 |
| Wilkins Investment Counsel Inc | 3,220 | $107.3 萬 | 0.16% | +185+6.1% | 加碼 |
| King Wealth | 3,218 | $107.2 萬 | 0.18% | +31+1.0% | 加碼 |
| Rooted Wealth Advisors, Inc. | 3,002 | $106.9 萬 | 0.47% | −685−18.6% | 減碼 |
| BTG Pactual Asset Management US LLC | 3,206 | $106.8 萬 | 0.27% | +3,206 | 新進 |
| TD Private Client Wealth LLC | 3,202 | $106.7 萬 | 0.03% | +118+3.8% | 加碼 |
| Manchester Capital Management LLC | 3,192 | $106.3 萬 | 0.13% | +259+8.8% | 加碼 |
| Wealth Quarterback LLC | 3,189 | $106.2 萬 | 0.60% | −193−5.7% | 減碼 |
| Colonial Trust Co | 3,188 | $106.2 萬 | 0.19% | 00.0% | 不變 |
| Gleason Group, Inc. | 3,184 | $106.1 萬 | 0.22% | +12+0.4% | 加碼 |
| Inscription Capital, LLC | 3,175 | $105.8 萬 | 0.17% | −557−14.9% | 減碼 |
| Archer Investment Corp | 3,175 | $105.8 萬 | 0.31% | +320+11.2% | 加碼 |
| Grimes & Company, Inc. | 3,174 | $105.7 萬 | 0.03% | +84+2.7% | 加碼 |
| Nebula Research & Development LLC | 3,171 | $105.6 萬 | 0.17% | +3,171 | 新進 |
| Aspire Private Capital, LLC | 3,170 | $105.6 萬 | 0.27% | +211+7.1% | 加碼 |
| SignalPoint Asset Management, LLC | 3,169 | $105.6 萬 | 0.28% | +10.0% | 加碼 |
| Pensionmark Financial Group, LLC | 3,169 | $105.6 萬 | 0.07% | +3,169 | 新進 |
| Taurus Asset Management, LLC | 3,158 | $105.2 萬 | 0.11% | −100−3.1% | 減碼 |
| Monograph Wealth Advisors, LLC | 3,157 | $105.2 萬 | 0.15% | +3,157 | 新進 |
| Provenance Wealth Advisors, LLC | 3,143 | $104.7 萬 | 0.15% | −25−0.8% | 減碼 |
| Rossmore Private Capital | 3,126 | $104.1 萬 | 0.14% | −95−2.9% | 減碼 |
| Compass Ion Advisors, LLC | 2,839 | $104.0 萬 | 0.15% | 00.0% | 不變 |