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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 37,673 | $1,255 萬 | 0.15% | +534+1.4% | 加碼 |
| Pittenger & Anderson Inc | 37,170 | $1,238 萬 | 0.51% | −3,115−7.7% | 減碼 |
| HighPoint Advisor Group LLC | 36,021 | $1,231 萬 | 0.73% | +682+1.9% | 加碼 |
| Kentucky Retirement Systems | 36,853 | $1,228 萬 | 0.36% | −1,808−4.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 36,627 | $1,220 萬 | 0.50% | −7,391−16.8% | 減碼 |
| Vantage Investment Partners, LLC | 36,288 | $1,209 萬 | 1.10% | +1,351+3.9% | 加碼 |
| Advisory Services Network, LLC | 36,197 | $1,206 萬 | 0.25% | −1,400−3.7% | 減碼 |
| CSM Advisors, LLC | 36,122 | $1,203 萬 | 0.85% | +633+1.8% | 加碼 |
| Stockman Wealth Management, Inc. | 36,015 | $1,200 萬 | 2.10% | −431−1.2% | 減碼 |
| Andra AP-fonden | 36,000 | $1,199 萬 | 0.20% | +1,000+2.9% | 加碼 |
| Brookstone Capital Management | 33,465 | $1,197 萬 | 0.20% | +1,606+5.0% | 加碼 |
| Welch Group, LLC | 35,660 | $1,188 萬 | 0.57% | +711+2.0% | 加碼 |
| Consolidated Planning Corp | 35,616 | $1,186 萬 | 1.96% | +8,503+31.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 35,591 | $1,185 萬 | 0.33% | −902−2.5% | 減碼 |
| La Banque Postale Asset Management SA | 35,537 | $1,184 萬 | 0.49% | +549+1.6% | 加碼 |
| MBB Public Markets I LLC | 35,368 | $1,178 萬 | 0.24% | +33,827+2,195.1% | 加碼 |
| Lyell Wealth Management, LP | 35,367 | $1,178 萬 | 1.12% | +820+2.4% | 加碼 |
| Centiva Capital, LP | 35,184 | $1,172 萬 | 0.57% | +35,184 | 新進 |
| Snowden Capital Advisors LLC | 34,684 | $1,155 萬 | 0.34% | −726−2.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 34,565 | $1,151 萬 | 0.19% | −22,781−39.7% | 減碼 |
| Summit Financial, LLC | 34,456 | $1,148 萬 | 0.52% | +23,370+210.8% | 加碼 |
| Hamilton Capital Partners Inc. | 34,191 | $1,139 萬 | 1.22% | +3,111+10.0% | 加碼 |
| Shelton Capital Management | 33,695 | $1,122 萬 | 0.31% | −221−0.7% | 減碼 |
| First American Trust, FSB | 33,272 | $1,108 萬 | 1.11% | +1,372+4.3% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 33,248 | $1,107 萬 | 1.13% | −670−2.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 33,164 | $1,105 萬 | 0.07% | +66+0.2% | 加碼 |
| F/M Investments LLC | 32,908 | $1,096 萬 | 0.40% | +32,908 | 新進 |
| LMCG Investments, LLC | 32,876 | $1,095 萬 | 0.64% | +31+0.1% | 加碼 |
| Simmons Bank | 32,754 | $1,091 萬 | 0.82% | −5,793−15.0% | 減碼 |
| AIA Group Ltd | 32,694 | $1,089 萬 | 0.32% | +3,061+10.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,638 | $1,088 萬 | 0.11% | −6,495−16.6% | 減碼 |
| James Investment Research Inc | 32,571 | $1,085 萬 | 1.29% | −204−0.6% | 減碼 |
| Cornerstone Advisors, LLC | 32,300 | $1,076 萬 | 0.44% | −200−0.6% | 減碼 |
| SpiderRock Advisors, LLC | 32,297 | $1,076 萬 | 0.28% | +3,200+11.0% | 加碼 |
| Jamison Private Wealth Management, Inc. | 32,118 | $1,070 萬 | 1.78% | −958−2.9% | 減碼 |
| Omers Administration Corp | 32,077 | $1,068 萬 | 0.10% | +32,077 | 新進 |
| Weiss Asset Management LP | 31,865 | $1,061 萬 | 0.51% | −70,114−68.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 31,671 | $1,055 萬 | 0.06% | −4,701−12.9% | 減碼 |
| Hantz Financial Services, Inc. | 31,411 | $1,046 萬 | 0.20% | −5,769−15.5% | 減碼 |
| Hartford Investment Management Co | 31,334 | $1,044 萬 | 0.36% | −1,564−4.8% | 減碼 |
| MainStreet Investment Advisors LLC | 31,278 | $1,042 萬 | 1.27% | −4,364−12.2% | 減碼 |
| Greenwood Gearhart Inc | 31,077 | $1,035 萬 | 0.98% | −157−0.5% | 減碼 |
| German American Bancorp, Inc. | 30,846 | $1,027 萬 | 1.18% | +826+2.8% | 加碼 |
| Shelter Mutual Insurance Co | 30,780 | $1,025 萬 | 2.67% | 00.0% | 不變 |
| Toroso Investments, LLC | 30,552 | $1,018 萬 | 0.14% | +4,099+15.5% | 加碼 |
| Philadelphia Trust Co | 30,518 | $1,017 萬 | 0.79% | −70−0.2% | 減碼 |
| Paradiem, LLC | 30,362 | $1,011 萬 | 2.54% | +1,658+5.8% | 加碼 |
| Adviser Investments LLC | 30,236 | $1,007 萬 | 0.13% | +170+0.6% | 加碼 |
| Illinois Municipal Retirement Fund | 29,985 | $998.8 萬 | 0.15% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 29,700 | $989.3 萬 | 0.78% | +2,214+8.1% | 加碼 |
| United Capital Management of KS, Inc. | 29,408 | $979.6 萬 | 2.16% | +587+2.0% | 加碼 |
| Eagle Global Advisors LLC | 29,089 | $969.0 萬 | 0.51% | +874+3.1% | 加碼 |
| Symmetry Investments LP | 28,300 | $942.7 萬 | 1.18% | +21,400+310.1% | 加碼 |
| Central Bank & Trust Co | 28,288 | $942.2 萬 | 1.31% | −543−1.9% | 減碼 |
| Freestone Capital Holdings, LLC | 28,247 | $940.9 萬 | 0.34% | +680+2.5% | 加碼 |
| Securian Asset Management, Inc | 28,121 | $936.7 萬 | 0.27% | −1,864−6.2% | 減碼 |
| Drexel Morgan & Co. | 27,886 | $928.9 萬 | 1.99% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 27,872 | $928.6 萬 | 0.43% | +577+2.1% | 加碼 |
| Louisiana State Employees Retirement System | 27,700 | $922.7 萬 | 0.18% | −1,900−6.4% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 27,695 | $922.5 萬 | 0.16% | +2,627+10.5% | 加碼 |
| Mather Group, LLC. | 24,992 | $915.8 萬 | 0.11% | +17,756+245.4% | 加碼 |
| Alps Advisors Inc | 27,470 | $915.0 萬 | 0.06% | −26−0.1% | 減碼 |
| Norinchukin Bank, The | 27,465 | $914.9 萬 | 0.26% | −791−2.8% | 減碼 |
| Madison Asset Management, LLC | 27,177 | $905.3 萬 | 0.11% | −3,899−12.5% | 減碼 |
| Meiji Yasuda Life Insurance Co | 27,135 | $903.9 萬 | 0.18% | +3,015+12.5% | 加碼 |
| SlateStone Wealth, LLC | 27,008 | $899.7 萬 | 0.97% | −9,941−26.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 26,941 | $897.4 萬 | 0.13% | −1,388−4.9% | 減碼 |
| Farmers & Merchants Investments Inc | 26,851 | $894.4 萬 | 0.30% | +129+0.5% | 加碼 |
| Independent Wealth Network Inc. | 26,678 | $888.6 萬 | 4.14% | +20+0.1% | 加碼 |
| Sigma Investment Counselors Inc | 26,502 | $882.8 萬 | 0.55% | +487+1.9% | 加碼 |
| Tufton Capital Management | 26,355 | $877.9 萬 | 1.71% | −248−0.9% | 減碼 |
| Financial Partners Group, LLC | 26,329 | $877.0 萬 | 3.40% | −425−1.6% | 減碼 |
| Integris Wealth Management, LLC | 26,275 | $875.2 萬 | 2.53% | −41−0.2% | 減碼 |
| Laurion Capital Management LP | 26,269 | $875.0 萬 | 0.29% | +26,269 | 新進 |
| Addenda Capital Inc. | 26,231 | $873.8 萬 | 0.34% | −40.0% | 減碼 |
| Brinker Capital Investments, LLC | 26,197 | $872.6 萬 | 0.09% | +2,726+11.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 26,197 | $872.6 萬 | 0.09% | +2,726+11.6% | 加碼 |
| TownSquare Capital, LLC | 26,100 | $869.4 萬 | 0.12% | +4,267+19.5% | 加碼 |
| Allworth Financial LP | 24,960 | $867.7 萬 | 0.06% | +2,165+9.5% | 加碼 |
| Employees Provident Fund Board | 26,000 | $866.1 萬 | 0.14% | +1,300+5.3% | 加碼 |
| Community Bank & Trust, Waco, Texas | 25,853 | $861.2 萬 | 2.15% | +46+0.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 25,834 | $860.5 萬 | 0.89% | +458+1.8% | 加碼 |
| Vident Advisory, LLC | 25,721 | $856.8 萬 | 0.24% | +1,294+5.3% | 加碼 |
| New Mexico Educational Retirement Board | 25,702 | $856.1 萬 | 0.30% | 00.0% | 不變 |
| American National Bank | 25,689 | $855.7 萬 | 1.07% | +827+3.3% | 加碼 |
| NEOS Investment Management LLC | 25,588 | $852.3 萬 | 0.35% | +11,042+75.9% | 加碼 |
| Narwhal Capital Management | 25,466 | $848.3 萬 | 0.80% | −1,184−4.4% | 減碼 |
| Logan Capital Management Inc | 25,368 | $845.0 萬 | 0.36% | −48−0.2% | 減碼 |
| Sigma Planning Corp | 25,340 | $844.1 萬 | 0.27% | −1,135−4.3% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $836.7 萬 | 2.91% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 25,040 | $834.1 萬 | 0.20% | +3,021+13.7% | 加碼 |
| RSM US Wealth Management LLC | 25,241 | $831.5 萬 | 0.14% | +11,202+79.8% | 加碼 |
| Chartwell Investment Partners, LLC | 24,946 | $831.0 萬 | 0.29% | +6,946+38.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 24,827 | $827.0 萬 | 0.14% | −831−3.2% | 減碼 |
| Nomura Holdings Inc | 24,665 | $821.6 萬 | 0.05% | +10,469+73.7% | 加碼 |
| Baader Bank INC | 24,653 | $821.1 萬 | 0.64% | −10,468−29.8% | 減碼 |
| Strategic Global Advisors, LLC | 24,488 | $815.7 萬 | 1.70% | +471+2.0% | 加碼 |
| Signet Financial Management, LLC | 24,487 | $815.7 萬 | 1.10% | −392−1.6% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 24,468 | $815.0 萬 | 0.07% | −18,148−42.6% | 減碼 |
| Metis Global Partners, LLC | 23,775 | $791.9 萬 | 0.27% | +4,496+23.3% | 加碼 |