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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 23,699 | $789.4 萬 | 0.25% | −68−0.3% | 減碼 |
| Hixon Zuercher, LLC | 23,661 | $788.1 萬 | 3.32% | −1,338−5.4% | 減碼 |
| Ieq Capital, LLC | 23,642 | $787.5 萬 | 0.11% | +2,462+11.6% | 加碼 |
| Howe & Rusling Inc | 23,586 | $785.7 萬 | 0.72% | −22,762−49.1% | 減碼 |
| Jefferies Financial Group Inc. | 23,540 | $784.1 萬 | 0.15% | −10,304−30.4% | 減碼 |
| Aull & Monroe Investment Management Corp | 23,471 | $781.8 萬 | 3.83% | −900−3.7% | 減碼 |
| Raymond James Trust N.A. | 23,454 | $781.3 萬 | 0.18% | −423−1.8% | 減碼 |
| Sentry LLC | 23,404 | $779.6 萬 | 1.44% | −32−0.1% | 減碼 |
| Atomi Financial Group, Inc. | 23,321 | $776.8 萬 | 0.58% | +1,839+8.6% | 加碼 |
| Fusion Capital, LLC | 23,271 | $775.1 萬 | 3.54% | −864−3.6% | 減碼 |
| Spinnaker Trust | 23,210 | $773.1 萬 | 0.50% | 00.0% | 不變 |
| First Financial Bank - Trust Division | 23,131 | $770.5 萬 | 0.76% | −832−3.5% | 減碼 |
| Welch & Forbes LLC | 23,503 | $768.3 萬 | 0.10% | −257−1.1% | 減碼 |
| Community Bank of Raymore | 23,063 | $768.2 萬 | 5.96% | −17,492−43.1% | 減碼 |
| Principle Wealth Partners LLC | 23,037 | $767.4 萬 | 0.58% | −416−1.8% | 減碼 |
| AE Wealth Management LLC | 23,025 | $767.0 萬 | 0.08% | +4,589+24.9% | 加碼 |
| Groupama Asset Managment | 23,013 | $766.6 萬 | 0.16% | −3,814−14.2% | 減碼 |
| McGuire Investment Group, LLC | 22,922 | $763.5 萬 | 1.09% | +447+2.0% | 加碼 |
| Kavar Capital Partners Group, LLC | 22,907 | $763.0 萬 | 1.38% | −565−2.4% | 減碼 |
| Banque Cantonale Vaudoise | 22,859 | $761.4 萬 | 0.30% | −4,617−16.8% | 減碼 |
| Capital Investment Counsel, LLC | 22,721 | $756.8 萬 | 1.48% | +1,202+5.6% | 加碼 |
| Perigon Wealth Management, LLC | 22,711 | $756.5 萬 | 0.22% | −1,068−4.5% | 減碼 |
| Wesbanco Bank Inc | 22,701 | $756.2 萬 | 0.28% | −798−3.4% | 減碼 |
| Highland Capital Management, LLC | 22,676 | $755.3 萬 | 0.45% | +1,967+9.5% | 加碼 |
| Apollon Wealth Management, LLC | 22,661 | $754.8 萬 | 0.23% | +1,673+8.0% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 22,570 | $751.8 萬 | 0.15% | −2,135−8.6% | 減碼 |
| Engineers Gate Manager LP | 22,467 | $748.4 萬 | 0.17% | +21,660+2,684.0% | 加碼 |
| Global Retirement Partners, LLC | 22,466 | $748.4 萬 | 0.23% | +3,232+16.8% | 加碼 |
| Moors & Cabot, Inc. | 22,328 | $743.7 萬 | 0.40% | −49−0.2% | 減碼 |
| UniSuper Management Pty Ltd | 22,296 | $742.7 萬 | 0.06% | +12,496+127.5% | 加碼 |
| Hartford Financial Management Inc. | 22,278 | $742.1 萬 | 1.59% | −645−2.8% | 減碼 |
| TruWealth Advisors, LLC | 22,248 | $741.1 萬 | 0.49% | +5,571+33.4% | 加碼 |
| Northwest Investment Counselors, LLC | 22,116 | $736.7 萬 | 1.84% | +198+0.9% | 加碼 |
| City Holding Co | 22,094 | $735.9 萬 | 1.09% | +121+0.6% | 加碼 |
| Citizens National Bank Trust Department | 21,673 | $721.9 萬 | 1.61% | +73+0.3% | 加碼 |
| Crestwood Advisors Group LLC | 21,506 | $716.4 萬 | 0.15% | +102+0.5% | 加碼 |
| Boit C F David | 21,400 | $712.8 萬 | 3.71% | 00.0% | 不變 |
| Tiaa Trust, National Association | 21,388 | $712.3 萬 | 0.02% | +308+1.5% | 加碼 |
| BKD Wealth Advisors, LLC | 21,230 | $707.2 萬 | 0.18% | −16−0.1% | 減碼 |
| Knuff & Co LLC | 21,107 | $703.1 萬 | 2.28% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 20,947 | $697.7 萬 | 0.13% | +5,394+34.7% | 加碼 |
| Churchill Management Corp | 20,848 | $694.5 萬 | 0.08% | −268−1.3% | 減碼 |
| Valeo Financial Advisors, LLC | 20,794 | $692.6 萬 | 0.22% | −30−0.1% | 減碼 |
| Simplicity Wealth,LLC | 20,674 | $688.6 萬 | 0.16% | +847+4.3% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 20,571 | $685.2 萬 | 0.17% | −6,250−23.3% | 減碼 |
| Axxcess Wealth Management, LLC | 20,477 | $682.1 萬 | 0.19% | −1,355−6.2% | 減碼 |
| Silver Oak Securities, Inc | 20,473 | $681.9 萬 | 1.02% | +159+0.8% | 加碼 |
| Searle & Co. | 20,423 | $680.3 萬 | 1.59% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 20,336 | $677.4 萬 | 0.44% | −977−4.6% | 減碼 |
| Trifecta Capital Advisors, LLC | 20,334 | $677.3 萬 | 1.50% | +1,348+7.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 20,327 | $677.1 萬 | 0.29% | −3,987−16.4% | 減碼 |
| Advisors Asset Management, Inc. | 20,055 | $668.0 萬 | 0.13% | −919−4.4% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 19,823 | $660.3 萬 | 1.53% | +2,668+15.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 19,817 | $660.1 萬 | 0.05% | +2,478+14.3% | 加碼 |
| Mutual Advisors, LLC | 19,144 | $659.6 萬 | 0.20% | −1,384−6.7% | 減碼 |
| Park Avenue Securities LLC | 19,767 | $658.4 萬 | 0.08% | +5,232+36.0% | 加碼 |
| Eagle Asset Management Inc | 20,000 | $658.2 萬 | 0.04% | −14,932−42.7% | 減碼 |
| Pinnacle Financial Partners Inc | 18,760 | $657.5 萬 | 0.14% | +832+4.6% | 加碼 |
| Kingswood Wealth Advisors, LLC | 19,718 | $656.8 萬 | 0.59% | +6,265+46.6% | 加碼 |
| Vestcor Inc | 19,633 | $654.0 萬 | 0.22% | +974+5.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 19,582 | $652.3 萬 | 0.22% | +4,097+26.5% | 加碼 |
| Koshinski Asset Management, Inc. | 19,957 | $650.7 萬 | 0.60% | +2,708+15.7% | 加碼 |
| Steel Peak Wealth Management LLC | 19,507 | $649.8 萬 | 0.31% | +7,680+64.9% | 加碼 |
| Asset Dedication, LLC | 19,497 | $649.5 萬 | 0.45% | −51−0.3% | 減碼 |
| Biechele Royce Advisors | 19,228 | $640.5 萬 | 2.16% | −853−4.2% | 減碼 |
| MAI Capital Management | 19,222 | $640.3 萬 | 0.06% | −238−1.2% | 減碼 |
| Anderson Hoagland & Co | 19,630 | $640.1 萬 | 0.67% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 19,162 | $638.3 萬 | 0.07% | −449−2.3% | 減碼 |
| Northeast Investment Management | 19,093 | $636.0 萬 | 0.30% | +76+0.4% | 加碼 |
| Hodges Capital Management Inc. | 19,005 | $633.1 萬 | 0.42% | −699−3.5% | 減碼 |
| Colonial Trust Advisors | 18,990 | $632.6 萬 | 0.61% | +741+4.1% | 加碼 |
| Bleakley Financial Group, LLC | 18,943 | $631.0 萬 | 0.18% | +160+0.9% | 加碼 |
| Wedbush Securities Inc | 18,923 | $630.3 萬 | 0.23% | +602+3.3% | 加碼 |
| Caldwell Trust Co | 18,815 | $626.7 萬 | 0.69% | −571−2.9% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 18,800 | $626.2 萬 | 1.35% | −4,594−19.6% | 減碼 |
| Resources Investment Advisors, LLC. | 18,751 | $624.6 萬 | 0.08% | +2,034+12.2% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 18,724 | $623.7 萬 | 1.73% | +66+0.4% | 加碼 |
| Creekmur Asset Management LLC | 18,666 | $621.8 萬 | 1.61% | +1,203+6.9% | 加碼 |
| Pallas Capital Advisors LLC | 17,457 | $621.5 萬 | 0.28% | +353+2.1% | 加碼 |
| King Luther Capital Management Corp | 18,653 | $621.3 萬 | 0.03% | +66+0.4% | 加碼 |
| Spears Abacus Advisors LLC | 18,651 | $621.3 萬 | 0.13% | −4,839−20.6% | 減碼 |
| AustralianSuper Pty Ltd | 18,550 | $617.9 萬 | 0.04% | −451−2.4% | 減碼 |
| Physicians Financial Services, Inc. | 18,539 | $617.5 萬 | 2.01% | +224+1.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 18,470 | $615.2 萬 | 0.02% | −3,543−16.1% | 減碼 |
| Neville Rodie & Shaw Inc | 18,385 | $612.4 萬 | 0.46% | 00.0% | 不變 |
| Columbia Asset Management | 18,380 | $612.2 萬 | 1.15% | −379−2.0% | 減碼 |
| Ameritas Advisory Services, LLC | 18,339 | $610.9 萬 | 0.23% | +319+1.8% | 加碼 |
| Quantitative Investment Management, LLC | 18,285 | $609.0 萬 | 0.66% | +18,285 | 新進 |
| Robertson Stephens Wealth Management, LLC | 18,263 | $608.4 萬 | 0.32% | +3,656+25.0% | 加碼 |
| Aries Wealth Management | 18,092 | $602.6 萬 | 1.90% | −36−0.2% | 減碼 |
| Financial & Tax Architects, LLC | 18,074 | $602.0 萬 | 1.61% | +229+1.3% | 加碼 |
| Romano Brothers and Company | 18,046 | $601.1 萬 | 0.83% | −31−0.2% | 減碼 |
| Gateway Advisory, LLC | 17,825 | $593.8 萬 | 1.01% | +233+1.3% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 17,732 | $590.6 萬 | 1.86% | +30.0% | 加碼 |
| Ipswich Investment Management Co., Inc. | 17,706 | $589.8 萬 | 1.38% | −250−1.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 17,660 | $588.3 萬 | 0.07% | +1,127+6.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 17,644 | $587.7 萬 | 0.09% | +1,377+8.5% | 加碼 |
| Bridge Creek Capital Management LLC | 17,598 | $586.2 萬 | 1.89% | −335−1.9% | 減碼 |
| Abbrea Capital, LLC | 17,595 | $586.1 萬 | 0.78% | −377−2.1% | 減碼 |
| Advocate Group LLC | 17,593 | $586.0 萬 | 1.18% | +74+0.4% | 加碼 |