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
- 2,712
- 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 |
|---|---|---|---|---|---|
| Versor Investments LP | 2,700 | $89.9 萬 | 0.17% | +2,700 | 新進 |
| Ostrum Asset Management | 2,695 | $89.8 萬 | 0.08% | −976−26.6% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 2,694 | $89.7 萬 | 0.52% | −40−1.5% | 減碼 |
| Measured Wealth Private Client Group, LLC | 2,675 | $89.1 萬 | 0.31% | +570+27.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,470 | $89.1 萬 | 0.01% | +1,400+130.8% | 加碼 |
| Hancock Whitney Corp | 2,670 | $88.9 萬 | 0.03% | −131−4.7% | 減碼 |
| Capital Planning Advisors, LLC | 2,661 | $88.6 萬 | 0.15% | +329+14.1% | 加碼 |
| Ancora Advisors, LLC | 2,660 | $88.6 萬 | 0.02% | 00.0% | 不變 |
| Herold Advisors, Inc. | 2,659 | $88.6 萬 | 0.20% | +1,309+97.0% | 加碼 |
| Redwood Wealth Management Group, LLC | 2,653 | $88.4 萬 | 0.67% | −23−0.9% | 減碼 |
| Cypress Asset Management Inc | 2,550 | $88.3 萬 | 0.23% | +420+19.7% | 加碼 |
| Harbor Investment Advisory, LLC | 2,647 | $88.2 萬 | 0.09% | +152+6.1% | 加碼 |
| Van Strum & Towne Inc. | 2,645 | $88.1 萬 | 0.32% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 2,643 | $88.0 萬 | 0.04% | 00.0% | 不變 |
| Hilltop National Bank | 2,636 | $87.8 萬 | 0.28% | +31+1.2% | 加碼 |
| Marex Group plc | 2,634 | $87.7 萬 | 0.02% | +571+27.7% | 加碼 |
| Live Oak Investment Partners | – | $87.7 萬 | 0.73% | – | 新進 |
| RDA Financial Network | 2,626 | $87.5 萬 | 0.29% | −162−5.8% | 減碼 |
| Stiles Financial Services Inc | 2,624 | $87.5 萬 | 0.34% | +3+0.1% | 加碼 |
| Quadrant Private Wealth Management, LLC | 2,625 | $87.4 萬 | 0.20% | +5+0.2% | 加碼 |
| Aspiriant, LLC | 2,620 | $87.3 萬 | 0.04% | −269−9.3% | 減碼 |
| Pine Haven Investment Counsel, Inc | 2,597 | $86.5 萬 | 0.74% | +7+0.3% | 加碼 |
| Cahill Financial Advisors Inc | 2,595 | $86.4 萬 | 0.12% | −110−4.1% | 減碼 |
| Northstar Group, Inc. | 2,586 | $86.2 萬 | 0.16% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 2,579 | $85.9 萬 | 0.36% | +9+0.4% | 加碼 |
| Titleist Asset Management, LLC | 2,577 | $85.8 萬 | 0.13% | +13+0.5% | 加碼 |
| Quadcap Wealth Management, LLC | 2,575 | $85.8 萬 | 0.16% | −77−2.9% | 減碼 |
| Windsor Capital Management, LLC | 2,575 | $85.8 萬 | 0.27% | −52−2.0% | 減碼 |
| White Lighthouse Investment Management Inc. | 2,571 | $85.6 萬 | 0.17% | 00.0% | 不變 |
| BOS Asset Management, LLC | 2,563 | $85.4 萬 | 0.39% | 00.0% | 不變 |
| Marcum Wealth, LLC | 2,562 | $85.3 萬 | 0.09% | −98−3.7% | 減碼 |
| Heck Capital Advisors, LLC | 2,562 | $85.3 萬 | 0.11% | 00.0% | 不變 |
| Heritage Wealth Advisors | 2,556 | $85.1 萬 | 0.04% | 00.0% | 不變 |
| Westmount Partners, LLC | 2,577 | $84.8 萬 | 0.28% | +4+0.2% | 加碼 |
| E&G Advisors, LP | 2,542 | $84.7 萬 | 0.25% | +130+5.4% | 加碼 |
| Sax Wealth Advisors, LLC | 2,538 | $84.5 萬 | 0.08% | +1,888+290.5% | 加碼 |
| Armstrong Advisory Group, Inc | 2,530 | $84.3 萬 | 0.07% | −8−0.3% | 減碼 |
| Ted Buchan & Co | 2,512 | $83.7 萬 | 0.45% | −90−3.5% | 減碼 |
| Woodmont Investment Counsel LLC | 2,509 | $83.6 萬 | 0.07% | −2,710−51.9% | 減碼 |
| Sippican Capital Advisors | 2,500 | $83.3 萬 | 0.66% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 2,500 | $83.3 萬 | 0.36% | 00.0% | 不變 |
| Slocum, Gordon & Co LLP | 2,500 | $83.3 萬 | 0.62% | 00.0% | 不變 |
| Monetta Financial Services Inc | 2,500 | $83.3 萬 | 0.72% | +2,500 | 新進 |
| Bill Few Associates, Inc. | 2,490 | $82.9 萬 | 0.32% | −269−9.7% | 減碼 |
| Premier Path Wealth Partners, LLC | 2,486 | $82.8 萬 | 0.14% | +74+3.1% | 加碼 |
| Richwood Investment Advisors, LLC | 2,485 | $82.8 萬 | 0.73% | +315+14.5% | 加碼 |
| Clarus Group, Inc. | 2,484 | $82.7 萬 | 0.37% | −317−11.3% | 減碼 |
| Cidel Asset Management Inc | 2,471 | $82.3 萬 | 0.06% | −167−6.3% | 減碼 |
| RE Dickinson Investment Advisors, LLC | 2,467 | $82.2 萬 | 0.50% | 00.0% | 不變 |
| Chicago Trust Co NA | 2,466 | $82.1 萬 | 0.17% | −12−0.5% | 減碼 |
| CVA Family Office, LLC | 2,465 | $82.1 萬 | 0.15% | −469−16.0% | 減碼 |
| KKM Financial LLC | 2,575 | $82.1 萬 | 0.39% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 2,463 | $82.0 萬 | 0.18% | −169−6.4% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,400 | $82.0 萬 | 0.32% | 00.0% | 不變 |
| Carson Advisory Inc. | 2,461 | $82.0 萬 | 0.58% | −392−13.7% | 減碼 |
| Carret Asset Management, LLC | 2,460 | $81.9 萬 | 0.10% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 2,445 | $81.5 萬 | 0.31% | +201+9.0% | 加碼 |
| L.M. Kohn & Company | 2,441 | $81.3 萬 | 0.22% | +462+23.3% | 加碼 |
| Seelaus Asset Management LLC | 2,438 | $81.2 萬 | 0.82% | −40−1.6% | 減碼 |
| Trillium Asset Management, LLC | 2,434 | $81.1 萬 | 0.02% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 2,428 | $81.1 萬 | 0.14% | +10.0% | 加碼 |
| Claris Advisors, LLC | 2,432 | $81.0 萬 | 0.42% | +22+0.9% | 加碼 |
| Veracity Capital LLC | 2,425 | $80.8 萬 | 0.34% | −492−16.9% | 減碼 |
| Fortem Financial Group, LLC | 2,420 | $80.6 萬 | 0.35% | −210−8.0% | 減碼 |
| Hamel Associates, Inc. | 2,410 | $80.2 萬 | 0.25% | −55−2.2% | 減碼 |
| Guardian Wealth Management, Inc. | 2,402 | $80.0 萬 | 0.61% | +244+11.3% | 加碼 |
| Oxford Financial Group Ltd | 2,398 | $79.9 萬 | 0.05% | +741+44.7% | 加碼 |
| XR Securities LLC | 2,398 | $79.9 萬 | 1.35% | +2,398 | 新進 |
| Platform Technology Partners | 2,392 | $79.7 萬 | 0.27% | +2,392 | 新進 |
| Wimmer Associates 1, LLC | 2,385 | $79.4 萬 | 0.41% | 00.0% | 不變 |
| Woodstock Corp | 2,380 | $79.3 萬 | 0.08% | −175−6.8% | 減碼 |
| RNC Capital Management LLC | 2,372 | $79.0 萬 | 0.04% | +45+1.9% | 加碼 |
| Deseret Mutual Benefit Administrators | 2,365 | $78.8 萬 | 0.37% | +3+0.1% | 加碼 |
| AdvisorNet Financial, Inc | 2,363 | $78.7 萬 | 0.07% | +20+0.9% | 加碼 |
| Greenwich Wealth Management LLC | 2,347 | $78.2 萬 | 0.06% | +20+0.9% | 加碼 |
| Accredited Investors Inc. | 2,345 | $78.1 萬 | 0.05% | −494−17.4% | 減碼 |
| Addison Capital Co | 2,343 | $78.0 萬 | 0.34% | +282+13.7% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 2,340 | $77.9 萬 | 0.25% | −35−1.5% | 減碼 |
| Mechanics Bank Trust Department | 2,339 | $77.9 萬 | 0.11% | −14−0.6% | 減碼 |
| Tradition Wealth Management, LLC | 2,338 | $77.9 萬 | 0.08% | +744+46.7% | 加碼 |
| Arbor Wealth Advisors LLC | 2,337 | $77.8 萬 | 0.77% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 2,331 | $77.6 萬 | 0.38% | −290−11.1% | 減碼 |
| Washington Trust Bank | 2,322 | $77.3 萬 | 0.08% | −3,590−60.7% | 減碼 |
| WFA of San Diego, LLC | 2,318 | $77.2 萬 | 0.69% | +2,318 | 新進 |
| Atlanta Consulting Group Advisors, LLC | 2,308 | $76.9 萬 | 0.17% | 00.0% | 不變 |
| Chesapeake Wealth Management | 2,303 | $76.7 萬 | 0.28% | +2,303 | 新進 |
| Canopy Partners, LLC | 2,296 | $76.5 萬 | 0.36% | +65+2.9% | 加碼 |
| Tidemark, LLC | 2,291 | $76.3 萬 | 0.35% | +68+3.1% | 加碼 |
| Worth Financial Advisory Group, LLC | 2,285 | $76.1 萬 | 0.50% | −98−4.1% | 減碼 |
| RiverFront Investment Group, LLC | 2,281 | $76.0 萬 | 0.02% | −30−1.3% | 減碼 |
| Quotient Wealth Partners, LLC | 2,280 | $76.0 萬 | 0.03% | +177+8.4% | 加碼 |
| Garner Asset Management Corp | 2,277 | $75.9 萬 | 0.37% | +32+1.4% | 加碼 |
| Intrust Bank NA | 2,276 | $75.8 萬 | 0.08% | +2+0.1% | 加碼 |
| Maxi Investments CY Ltd | 2,272 | $75.7 萬 | 0.17% | 00.0% | 不變 |
| Close Asset Management Ltd | 2,269 | $75.6 萬 | 0.03% | 00.0% | 不變 |
| Tompkins Financial Corp | 2,269 | $75.6 萬 | 0.08% | −56−2.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 2,264 | $75.4 萬 | 0.16% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,262 | $75.4 萬 | 0.51% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 2,195 | $75.0 萬 | 0.03% | +237+12.1% | 加碼 |
| PSI Advisors, LLC | 2,251 | $75.0 萬 | 0.24% | +35+1.6% | 加碼 |