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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 3,120 | $103.9 萬 | 0.49% | +110+3.7% | 加碼 |
| Davis R M Inc | 3,119 | $103.9 萬 | 0.02% | −288−8.5% | 減碼 |
| Menard Financial Group LLC | 3,112 | $103.7 萬 | 0.74% | −11−0.4% | 減碼 |
| First Foundation Advisors | 3,100 | $103.3 萬 | 0.04% | −761−19.7% | 減碼 |
| Benin Management CORP | 3,098 | $103.2 萬 | 0.31% | +50+1.6% | 加碼 |
| WMS Partners, LLC | 3,095 | $103.1 萬 | 0.07% | +17+0.6% | 加碼 |
| E Fund Management Co., Ltd. | 3,091 | $103.0 萬 | 0.06% | +2,321+301.4% | 加碼 |
| Costello Asset Management, INC | 3,083 | $102.7 萬 | 0.77% | −25−0.8% | 減碼 |
| Gray Wealth Management Inc. | 3,081 | $102.6 萬 | 0.44% | +10.0% | 加碼 |
| Magnus Financial Group LLC | 3,080 | $102.6 萬 | 0.12% | −190−5.8% | 減碼 |
| Concentric Wealth Management, LLC | 3,075 | $102.4 萬 | 0.27% | 00.0% | 不變 |
| Aspen Investment Management Inc | 3,074 | $102.4 萬 | 0.51% | −154−4.8% | 減碼 |
| Uncommon Cents Investing LLC | 3,065 | $102.1 萬 | 0.32% | +25+0.8% | 加碼 |
| WealthTrust Asset Management, LLC | 3,061 | $102.0 萬 | 0.74% | −120−3.8% | 減碼 |
| FCG Investment Co | 3,060 | $101.9 萬 | 0.77% | +133+4.5% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,055 | $101.7 萬 | 0.52% | +103+3.5% | 加碼 |
| Valmark Advisers, Inc. | 3,051 | $101.6 萬 | 0.02% | +228+8.1% | 加碼 |
| Journey Strategic Wealth LLC | 3,049 | $101.6 萬 | 0.04% | +1,091+55.7% | 加碼 |
| Geller Advisors LLC | 3,047 | $101.5 萬 | 0.08% | +41+1.4% | 加碼 |
| Lion Street Advisors, LLC | 3,040 | $101.2 萬 | 0.37% | −53−1.7% | 減碼 |
| Capital Advisors Inc | 3,034 | $101.1 萬 | 0.02% | +249+8.9% | 加碼 |
| Washburn Capital Management, Inc. | 3,032 | $101.0 萬 | 0.72% | −105−3.3% | 減碼 |
| Mechanics Financial Corp | 3,031 | $101.0 萬 | 0.52% | +15+0.5% | 加碼 |
| Abacus Planning Group, Inc. | 3,019 | $100.6 萬 | 0.20% | +251+9.1% | 加碼 |
| Constitution Capital LLC | 3,018 | $100.5 萬 | 0.53% | +1,018+50.9% | 加碼 |
| Texas Yale Capital Corp. | 3,003 | $100.0 萬 | 0.05% | 00.0% | 不變 |
| Birinyi Associates Inc | 3,000 | $99.9 萬 | 0.30% | −250−7.7% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $99.9 萬 | 0.31% | 00.0% | 不變 |
| Means Investment Co., Inc. | 2,999 | $99.9 萬 | 0.12% | −97−3.1% | 減碼 |
| Wolverine Asset Management LLC | 2,998 | $99.9 萬 | 0.02% | +2,998 | 新進 |
| Visionary Wealth Advisors | 2,990 | $99.6 萬 | 0.07% | −89−2.9% | 減碼 |
| Avestar Capital, LLC | 2,989 | $99.6 萬 | 0.11% | +713+31.3% | 加碼 |
| Bath Savings Trust Co | 2,984 | $99.4 萬 | 0.11% | −55−1.8% | 減碼 |
| Gladius Capital Management LP | 2,983 | $99.4 萬 | 0.99% | +2,797+1,503.8% | 加碼 |
| Morse Asset Management, Inc | 2,974 | $99.1 萬 | 0.24% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 2,973 | $99.0 萬 | 0.41% | −1,431−32.5% | 減碼 |
| CMG Global Holdings, LLC | 2,968 | $98.9 萬 | 0.65% | 00.0% | 不變 |
| Benjamin Edwards Inc | 2,955 | $98.4 萬 | 0.19% | −83−2.7% | 減碼 |
| Sawgrass Asset Management LLC | 2,953 | $98.4 萬 | 0.11% | −147−4.7% | 減碼 |
| KLCM Advisors, Inc. | 2,944 | $98.1 萬 | 0.12% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 2,942 | $98.0 萬 | 0.28% | −33−1.1% | 減碼 |
| Harfst & Associates, Inc. | 2,941 | $98.0 萬 | 0.23% | 00.0% | 不變 |
| IFG Advisory, LLC | 2,938 | $97.9 萬 | 0.06% | +2,938 | 新進 |
| McKinley Capital Management LLC /Delaware | 2,938 | $97.9 萬 | 0.17% | −521−15.1% | 減碼 |
| South State Corp. | 2,936 | $97.8 萬 | 0.07% | +20+0.7% | 加碼 |
| Peoples Financial Services Corp. | 2,928 | $97.5 萬 | 0.44% | +9+0.3% | 加碼 |
| Clarus Wealth Advisors | 2,967 | $97.5 萬 | 0.52% | +118+4.1% | 加碼 |
| Financial Management Network Inc | 2,937 | $96.4 萬 | 0.23% | +201+7.3% | 加碼 |
| Ci Investments Inc. | 2,895 | $96.4 萬 | 0.00% | +378+15.0% | 加碼 |
| Skopos Labs, Inc. | 2,649 | $96.4 萬 | 0.41% | 00.0% | 不變 |
| Well Done, LLC | 2,890 | $96.3 萬 | 0.20% | −36−1.2% | 減碼 |
| RFP Financial Group LLC | 2,880 | $95.9 萬 | 0.36% | −528−15.5% | 減碼 |
| Diversify Advisory Services, LLC | 2,941 | $95.9 萬 | 0.05% | +394+15.5% | 加碼 |
| Farmers National Bank | 2,878 | $95.9 萬 | 0.29% | −104−3.5% | 減碼 |
| Sentinus, LLC | 2,877 | $95.8 萬 | 0.31% | +81+2.9% | 加碼 |
| Ironwood Investment Counsel, LLC | 2,875 | $95.8 萬 | 0.17% | +7+0.2% | 加碼 |
| Toth Financial Advisory Corp | 2,875 | $95.8 萬 | 0.12% | −2−0.1% | 減碼 |
| Washington Trust Advisors, Inc. | 2,871 | $95.6 萬 | 0.09% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 2,869 | $95.5 萬 | 0.11% | −240−7.7% | 減碼 |
| Stableford Capital II LLC | 2,657 | $95.1 萬 | 0.37% | +212+8.7% | 加碼 |
| Verus Capital Partners, LLC | 2,839 | $94.6 萬 | 0.10% | +242+9.3% | 加碼 |
| Texas Capital Bancshares Inc | 2,833 | $94.4 萬 | 0.39% | 00.0% | 不變 |
| Ballast, Inc. | 2,829 | $94.2 萬 | 0.29% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 3,182 | $94.1 萬 | 0.19% | −555−14.9% | 減碼 |
| Ballast Advisors LLC | 2,811 | $93.6 萬 | 0.30% | −39−1.4% | 減碼 |
| Capstone Financial Advisors, Inc. | 2,807 | $93.5 萬 | 0.06% | −17−0.6% | 減碼 |
| Drive Wealth Management, LLC | 2,805 | $93.4 萬 | 0.25% | +69+2.5% | 加碼 |
| Vectors Research Management, LLC | 2,804 | $93.4 萬 | 0.29% | −63−2.2% | 減碼 |
| Peavine Capital, LLC | 2,800 | $93.3 萬 | 0.24% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,797 | $93.2 萬 | 0.04% | −566−16.8% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,795 | $93.1 萬 | 0.17% | +3+0.1% | 加碼 |
| BlueSky Wealth Advisors, LLC | 2,794 | $93.1 萬 | 0.16% | +288+11.5% | 加碼 |
| Threadgill Financial, LLC | 2,794 | $93.1 萬 | 0.44% | −193−6.5% | 減碼 |
| Sittner & Nelson, LLC | 2,787 | $92.8 萬 | 0.46% | +2+0.1% | 加碼 |
| Girard Partners Ltd. | 2,781 | $92.6 萬 | 0.09% | +10.0% | 加碼 |
| Curated Wealth Partners LLC | 2,781 | $92.6 萬 | 0.13% | +2,781 | 新進 |
| Hudson Valley Investment Advisors Inc | 3,161 | $92.4 萬 | 0.12% | +552+21.2% | 加碼 |
| Patriot Investment Management Inc. | 2,772 | $92.3 萬 | 0.07% | +9+0.3% | 加碼 |
| First Command Advisory Services, Inc. | 2,770 | $92.3 萬 | 0.01% | −16−0.6% | 減碼 |
| Creekside Partners | 2,770 | $92.3 萬 | 0.51% | +2,770 | 新進 |
| Somerville Kurt F | 2,765 | $92.1 萬 | 0.16% | −95−3.3% | 減碼 |
| NVWM, LLC | 2,758 | $91.9 萬 | 0.24% | +41+1.5% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,757 | $91.8 萬 | 0.33% | +97+3.6% | 加碼 |
| CX Institutional | 2,756 | $91.8 萬 | 0.04% | +25+0.9% | 加碼 |
| Heartwood Wealth Advisors LLC | 2,754 | $91.7 萬 | 0.11% | 00.0% | 不變 |
| Disciplined Equity Management, Inc. | 2,750 | $91.6 萬 | 0.60% | 00.0% | 不變 |
| Key Financial Inc | 2,742 | $91.3 萬 | 0.22% | 00.0% | 不變 |
| Prosperitas Financial LLC | 2,729 | $90.9 萬 | 0.55% | +6+0.2% | 加碼 |
| Fortress Wealth Group, LLC | 2,641 | $90.9 萬 | 0.46% | +333+14.4% | 加碼 |
| Joel Isaacson & Co., LLC | 2,726 | $90.8 萬 | 0.05% | −7−0.3% | 減碼 |
| Smartleaf Asset Management LLC | 2,770 | $90.7 萬 | 0.15% | +485+21.2% | 加碼 |
| Nabity-Jensen Investment Management Inc | 2,715 | $90.4 萬 | 0.74% | +151+5.9% | 加碼 |
| ABN AMRO Bank N.V. | 2,692 | $90.4 萬 | 0.01% | 00.0% | 不變 |
| Puzo Michael J | 2,710 | $90.3 萬 | 0.25% | −440−14.0% | 減碼 |
| Sompo Asset Management Co., Ltd. | 2,710 | $90.3 萬 | 0.15% | +60+2.3% | 加碼 |
| Wealth Effects LLC | 2,710 | $90.3 萬 | 0.33% | −499−15.6% | 減碼 |
| Legacy Advisors, LLC | 2,708 | $90.2 萬 | 0.11% | −1,718−38.8% | 減碼 |
| Epoch Investment Partners, Inc. | 2,705 | $90.1 萬 | 0.00% | +19+0.7% | 加碼 |
| Keel Point, LLC | 2,657 | $90.0 萬 | 0.08% | +273+11.5% | 加碼 |
| Waycross Partners, LLC | 2,700 | $89.9 萬 | 0.14% | 00.0% | 不變 |