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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 65,501 | $2,182 萬 | 0.00% | −5,198−7.4% | 減碼 |
| Factory Mutual Insurance Co | 64,100 | $2,135 萬 | 0.24% | 00.0% | 不變 |
| FineMark National Bank & Trust | 63,148 | $2,103 萬 | 0.78% | −320−0.5% | 減碼 |
| Nissay Asset Management Corp | 62,599 | $2,085 萬 | 0.14% | +1,192+1.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 62,241 | $2,073 萬 | 0.09% | +58,275+1,469.4% | 加碼 |
| Fiduciary Trust Co | 61,945 | $2,063 萬 | 0.31% | −3,594−5.5% | 減碼 |
| Delta Asset Management LLC | 61,857 | $2,060 萬 | 1.86% | −743−1.2% | 減碼 |
| State of Alaska, Department of Revenue | 60,046 | $2,000 萬 | 0.22% | −1,130−1.8% | 減碼 |
| Blackhill Capital Inc | 60,000 | $1,999 萬 | 1.24% | 00.0% | 不變 |
| CCM Investment Advisers LLC | 59,901 | $1,995 萬 | 2.34% | −639−1.1% | 減碼 |
| Associated Banc-Corp | 59,310 | $1,976 萬 | 0.61% | −1,040−1.7% | 減碼 |
| Canada Pension Plan Investment Board | 59,066 | $1,967 萬 | 0.02% | −348,611−85.5% | 減碼 |
| Umb Bank N A | 58,650 | $1,954 萬 | 0.32% | −4,447−7.0% | 減碼 |
| Wealthfront Advisers LLC | 58,064 | $1,934 萬 | 0.07% | +2,686+4.9% | 加碼 |
| Integrated Advisors Network LLC | 57,891 | $1,928 萬 | 0.99% | +10,725+22.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 57,082 | $1,900 萬 | 0.02% | −32,330−36.2% | 減碼 |
| Richard C. Young & CO., LTD. | 56,559 | $1,884 萬 | 2.29% | +195+0.3% | 加碼 |
| Massmutual Trust Co FSB | 56,335 | $1,877 萬 | 0.57% | −1,524−2.6% | 減碼 |
| Congress Asset Management Co | 56,271 | $1,874 萬 | 0.13% | +170+0.3% | 加碼 |
| Callahan Advisors, LLC | 55,373 | $1,844 萬 | 1.92% | −2,325−4.0% | 減碼 |
| Moran Wealth Management, LLC | 55,310 | $1,842 萬 | 0.61% | +532+1.0% | 加碼 |
| Wharton Business Group, LLC | 54,818 | $1,826 萬 | 0.94% | −875−1.6% | 減碼 |
| Brevan Howard Capital Management LP | 54,666 | $1,821 萬 | 1.19% | +49,275+914.0% | 加碼 |
| KCM Investment Advisors LLC | 54,514 | $1,816 萬 | 0.65% | −674−1.2% | 減碼 |
| HM Payson & Co | 54,449 | $1,814 萬 | 0.33% | +49,064+911.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 55,066 | $1,803 萬 | 0.09% | −81,749−59.8% | 減碼 |
| Winton Group Ltd | 53,469 | $1,781 萬 | 1.20% | +49,762+1,342.4% | 加碼 |
| United Capital Financial Advisers, LLC | 53,091 | $1,768 萬 | 0.15% | −5,026−8.6% | 減碼 |
| LaFleur & Godfrey LLC | 53,073 | $1,768 萬 | 2.59% | +1,383+2.7% | 加碼 |
| Harvest Portfolios Group Inc. | 53,053 | $1,767 萬 | 0.68% | −7,871−12.9% | 減碼 |
| Fayez Sarofim & Co | 52,959 | $1,764 萬 | 0.05% | +12,549+31.1% | 加碼 |
| Exchange Traded Concepts, LLC | 52,036 | $1,733 萬 | 0.44% | +28,100+117.4% | 加碼 |
| Empowered Funds, LLC | 51,428 | $1,713 萬 | 0.30% | +32,499+171.7% | 加碼 |
| Birmingham Capital Management Co Inc | 50,865 | $1,694 萬 | 6.62% | −1,400−2.7% | 減碼 |
| Independent Advisor Alliance | 49,959 | $1,664 萬 | 0.57% | −2,047−3.9% | 減碼 |
| Whittier Trust Co | 49,911 | $1,662 萬 | 0.24% | −1,437−2.8% | 減碼 |
| Baker Avenue Asset Management, LP | 49,778 | $1,658 萬 | 0.57% | −14,379−22.4% | 減碼 |
| Charter Trust Co | 49,531 | $1,650 萬 | 1.09% | −1,109−2.2% | 減碼 |
| Ethic Inc. | 49,278 | $1,641 萬 | 0.38% | +4,567+10.2% | 加碼 |
| Summit Trail Advisors, LLC | 49,191 | $1,639 萬 | 0.43% | +30,752+166.8% | 加碼 |
| CWM Advisors, LLC | 48,876 | $1,628 萬 | 1.88% | −5,668−10.4% | 減碼 |
| First National Trust Co | 48,823 | $1,626 萬 | 0.67% | +6,619+15.7% | 加碼 |
| Savant Capital, LLC | 48,741 | $1,624 萬 | 0.16% | +1,720+3.7% | 加碼 |
| JustInvest LLC | 49,012 | $1,610 萬 | 0.31% | +4,348+9.7% | 加碼 |
| Allianz SE | 47,484 | $1,582 萬 | 0.46% | −5,163−9.8% | 減碼 |
| Congress Wealth Management LLC | 47,030 | $1,567 萬 | 0.25% | +997+2.2% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 46,506 | $1,549 萬 | 0.53% | +133+0.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 46,159 | $1,538 萬 | 1.34% | −474−1.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 45,783 | $1,525 萬 | 0.29% | +2,663+6.2% | 加碼 |
| NBT Bank N A | 45,654 | $1,512 萬 | 1.08% | −635−1.4% | 減碼 |
| Pacer Advisors, Inc. | 45,106 | $1,502 萬 | 0.03% | +3,211+7.7% | 加碼 |
| American Assets Investment Management, LLC | 45,000 | $1,499 萬 | 1.40% | 00.0% | 不變 |
| Lido Advisors, LLC | 43,652 | $1,454 萬 | 0.12% | +5,518+14.5% | 加碼 |
| Quilter Plc | 43,354 | $1,444 萬 | 0.32% | −297−0.7% | 減碼 |
| Avantax Advisory Services, Inc. | 43,351 | $1,444 萬 | 0.10% | +8,172+23.2% | 加碼 |
| Investment Management Corp of Ontario | 43,339 | $1,444 萬 | 0.39% | +28,132+185.0% | 加碼 |
| Atria Investments LLC | 43,046 | $1,434 萬 | 0.19% | −2,683−5.9% | 減碼 |
| Rafferty Asset Management, LLC | 43,046 | $1,434 萬 | 0.05% | +721+1.7% | 加碼 |
| Atwater Malick LLC | 42,891 | $1,429 萬 | 4.92% | +212+0.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 42,785 | $1,425 萬 | 0.33% | −3,731−8.0% | 減碼 |
| Central Trust Co | 42,667 | $1,421 萬 | 0.35% | −369−0.9% | 減碼 |
| M&G Plc | 42,641 | $1,420 萬 | 0.08% | +1,632+4.0% | 加碼 |
| Cullinan Associates Inc | 42,620 | $1,420 萬 | 0.80% | +637+1.5% | 加碼 |
| Allied Investment Advisors, LLC | 42,426 | $1,413 萬 | 3.32% | −1,085−2.5% | 減碼 |
| Dodge & Cox | 42,276 | $1,408 萬 | 0.01% | −50−0.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 42,747 | $1,407 萬 | 0.03% | +800+1.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 42,007 | $1,399 萬 | 0.28% | −1,528−3.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 42,000 | $1,399 萬 | 0.16% | +29,000+223.1% | 加碼 |
| Davenport & Co LLC | 41,979 | $1,398 萬 | 0.09% | +482+1.2% | 加碼 |
| Salem Investment Counselors Inc | 41,884 | $1,395 萬 | 0.45% | −52−0.1% | 減碼 |
| Janney Capital Management LLC | 41,777 | $1,392 萬 | 0.98% | −3,077−6.9% | 減碼 |
| National Asset Management, Inc. | 41,668 | $1,388 萬 | 0.35% | +2,120+5.4% | 加碼 |
| Culbertson A N & Co Inc | 41,452 | $1,381 萬 | 2.41% | −1,360−3.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 41,298 | $1,376 萬 | 0.28% | +12,621+44.0% | 加碼 |
| Quantinno Capital Management LP | 41,032 | $1,367 萬 | 0.25% | +3,691+9.9% | 加碼 |
| Bokf, NA | 40,949 | $1,364 萬 | 0.24% | +7,429+22.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 40,948 | $1,364 萬 | 0.12% | −1,188−2.8% | 減碼 |
| Dnca Finance | 40,870 | $1,361 萬 | 1.17% | +40,870 | 新進 |
| Gulf International Bank (UK) Ltd | 40,782 | $1,358 萬 | 0.34% | −3,262−7.4% | 減碼 |
| Stillwater Capital Advisors, LLC | 40,727 | $1,357 萬 | 1.89% | −330−0.8% | 減碼 |
| Parsons Capital Management Inc | 40,470 | $1,348 萬 | 0.92% | +711+1.8% | 加碼 |
| Dana Investment Advisors, Inc. | 40,392 | $1,345 萬 | 0.45% | −3,034−7.0% | 減碼 |
| Clifford Swan Investment Counsel LLC | 40,152 | $1,337 萬 | 0.50% | −140.0% | 減碼 |
| Jacobs & Co | 40,016 | $1,333 萬 | 1.40% | +416+1.1% | 加碼 |
| Zimmer Partners, LP | 40,000 | $1,332 萬 | 0.25% | +13,280+49.7% | 加碼 |
| Segment Wealth Management, LLC | 39,967 | $1,331 萬 | 0.98% | +3,442+9.4% | 加碼 |
| Bogart Wealth, LLC | 39,853 | $1,327 萬 | 0.68% | −287−0.7% | 減碼 |
| Lee Danner & Bass Inc | 39,617 | $1,320 萬 | 1.02% | +39,617 | 新進 |
| Dearborn Partners LLC | 39,485 | $1,315 萬 | 0.57% | −346−0.9% | 減碼 |
| Dakota Wealth Management | 38,685 | $1,289 萬 | 0.30% | −22,107−36.4% | 減碼 |
| Prio Wealth Limited Partnership | 38,671 | $1,288 萬 | 0.38% | −1,911−4.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 38,641 | $1,287 萬 | 0.16% | +14,382+59.3% | 加碼 |
| LS Investment Advisors, LLC | 38,569 | $1,285 萬 | 2.00% | −681−1.7% | 減碼 |
| Teamwork Financial Advisors, LLC | 38,259 | $1,274 萬 | 1.89% | +31,346+453.4% | 加碼 |
| Noesis Capital Mangement Corp | 38,230 | $1,273 萬 | 2.82% | −301−0.8% | 減碼 |
| Maryland State Retirement & Pension System | 38,115 | $1,270 萬 | 0.23% | −1,748−4.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 38,041 | $1,267 萬 | 0.14% | −5,126−11.9% | 減碼 |
| Capital Investment Advisors, LLC | 37,807 | $1,259 萬 | 0.28% | −923−2.4% | 減碼 |
| Synovus Financial Corp | 37,806 | $1,259 萬 | 0.17% | −147−0.4% | 減碼 |
| Mizuho Securities USA LLC | 37,707 | $1,256 萬 | 0.28% | +37,707 | 新進 |