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 |
|---|---|---|---|---|---|
| Trinity Legacy Partners, LLC | 17,562 | $585.0 萬 | 1.66% | +134+0.8% | 加碼 |
| Empirical Finance, LLC | 17,461 | $581.6 萬 | 0.36% | −1,438−7.6% | 減碼 |
| Public Sector Pension Investment Board | 17,448 | $581.2 萬 | 0.04% | +6,008+52.5% | 加碼 |
| Ronald Blue Trust, Inc. | 15,789 | $578.6 萬 | 0.08% | +968+6.5% | 加碼 |
| Ellsworth Advisors, LLC | 17,226 | $573.8 萬 | 1.60% | −18,990−52.4% | 減碼 |
| Equitable Holdings, Inc. | 17,223 | $573.7 萬 | 0.06% | +2,184+14.5% | 加碼 |
| Summitry LLC | 17,127 | $570.5 萬 | 0.29% | −776−4.3% | 減碼 |
| Mizuho Markets Americas LLC | 17,104 | $569.7 萬 | 0.16% | −17,415−50.5% | 減碼 |
| Jones Financial Companies LLLP | 17,093 | $569.4 萬 | 0.01% | +12,257+253.5% | 加碼 |
| Mairs & Power Inc | 17,088 | $569.2 萬 | 0.05% | −347−2.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 17,068 | $568.5 萬 | 0.31% | +17,068 | 新進 |
| Greenleaf Trust | 17,039 | $567.6 萬 | 0.05% | −364−2.1% | 減碼 |
| Family Legacy, Inc. | 16,999 | $566.2 萬 | 2.03% | −921−5.1% | 減碼 |
| Country Club Bank | 17,182 | $562.6 萬 | 0.39% | −185−1.1% | 減碼 |
| Community Bank, N.A. | 16,885 | $562.4 萬 | 0.74% | −350−2.0% | 減碼 |
| Montag A & Associates Inc | 16,860 | $561.6 萬 | 0.28% | −673−3.8% | 減碼 |
| Griffin Asset Management, Inc. | 16,847 | $561.2 萬 | 0.65% | +26+0.2% | 加碼 |
| Veriti Management LLC | 16,827 | $560.5 萬 | 0.35% | +1,602+10.5% | 加碼 |
| Beach Investment Counsel Inc | 16,748 | $557.9 萬 | 0.69% | −3,791−18.5% | 減碼 |
| Mathes Company, Inc. | 16,683 | $555.7 萬 | 2.02% | +10+0.1% | 加碼 |
| Paloma Partners Management Co | 16,600 | $552.9 萬 | 0.48% | +12,184+275.9% | 加碼 |
| Level Four Advisory Services, LLC | 16,553 | $551.4 萬 | 0.25% | +7,679+86.5% | 加碼 |
| Ascent Wealth Partners, LLC | 16,532 | $550.7 萬 | 0.81% | −182−1.1% | 減碼 |
| Ontario Teachers Pension Plan Board | 16,526 | $550.5 萬 | 0.05% | +16,526 | 新進 |
| Foster & Motley Inc | 16,514 | $550.1 萬 | 0.38% | +201+1.2% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 16,484 | $549.1 萬 | 0.50% | −114−0.7% | 減碼 |
| Roundview Capital LLC | 16,420 | $547.0 萬 | 0.43% | +95+0.6% | 加碼 |
| Parcion Private Wealth LLC | 16,208 | $539.9 萬 | 0.49% | −448−2.7% | 減碼 |
| Principal Securities, Inc. | 16,195 | $539.5 萬 | 0.15% | +5,047+45.3% | 加碼 |
| Twin Capital Management Inc | 16,149 | $537.9 萬 | 0.63% | +228+1.4% | 加碼 |
| EagleClaw Capital Managment, LLC | 16,140 | $537.6 萬 | 0.97% | +570+3.7% | 加碼 |
| Lake Street Advisors Group, LLC | 16,136 | $537.5 萬 | 0.26% | +129+0.8% | 加碼 |
| Sandhill Capital Partners LLC | 16,067 | $535.2 萬 | 0.41% | −250−1.5% | 減碼 |
| Holderness Investments Co | 15,986 | $532.5 萬 | 1.26% | −58−0.4% | 減碼 |
| Keeler Thomas Management LLC | 15,959 | $531.6 萬 | 1.81% | −367−2.2% | 減碼 |
| Assetmark, Inc | 15,932 | $530.7 萬 | 0.02% | +4,963+45.2% | 加碼 |
| Burney Co | 15,930 | $530.6 萬 | 0.20% | −1,133−6.6% | 減碼 |
| Wells Trecaso Financial Group, LLC | 15,882 | $529.0 萬 | 1.83% | +47+0.3% | 加碼 |
| Essex Financial Services, Inc. | 15,735 | $528.9 萬 | 0.39% | +3,587+29.5% | 加碼 |
| Siemens Fonds Invest GmbH | 15,827 | $527.2 萬 | 0.39% | −140−0.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 15,774 | $525.4 萬 | 0.36% | −1,026−6.1% | 減碼 |
| Bank of Hawaii | 15,740 | $524.3 萬 | 0.24% | −113−0.7% | 減碼 |
| Financial Advocates Investment Management | 15,714 | $523.4 萬 | 0.33% | −10,406−39.8% | 減碼 |
| Eukles Asset Management | 15,644 | $521.1 萬 | 2.25% | +11+0.1% | 加碼 |
| Legacy CG, LLC | 15,589 | $519.3 萬 | 1.77% | +300+2.0% | 加碼 |
| Studio Investment Management LLC | 15,569 | $518.6 萬 | 1.18% | +192+1.2% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 15,565 | $518.5 萬 | 1.01% | −566−3.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 15,564 | $518.4 萬 | 0.13% | −590−3.7% | 減碼 |
| TCI Wealth Advisors, Inc. | 15,548 | $517.9 萬 | 0.49% | −1,627−9.5% | 減碼 |
| Montgomery Investment Management Inc | 15,480 | $515.6 萬 | 2.04% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 15,426 | $513.8 萬 | 0.07% | −1,052−6.4% | 減碼 |
| Goelzer Investment Management, Inc. | 15,397 | $512.9 萬 | 0.29% | −50.0% | 減碼 |
| NewSquare Capital LLC | 15,388 | $512.6 萬 | 0.44% | +1,500+10.8% | 加碼 |
| Verition Fund Management LLC | 15,339 | $510.9 萬 | 0.04% | −17,075−52.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 15,241 | $507.7 萬 | 0.21% | −1,089−6.7% | 減碼 |
| Robbins Farley LLC | 15,238 | $507.6 萬 | 2.70% | +460+3.1% | 加碼 |
| Flputnam Investment Management Co | 15,223 | $507.1 萬 | 0.10% | +10,717+237.8% | 加碼 |
| Simplex Trading, LLC | 15,201 | $506.3 萬 | 0.16% | +8,422+124.2% | 加碼 |
| Castellan Group, LLC | 15,112 | $503.4 萬 | 2.40% | +923+6.5% | 加碼 |
| Richard Bernstein Advisors LLC | 15,072 | $502.0 萬 | 0.11% | +20.0% | 加碼 |
| Americana Partners, LLC | 15,044 | $501.1 萬 | 0.39% | +172+1.2% | 加碼 |
| Equitable Trust Co | 15,021 | $500.3 萬 | 0.34% | −554−3.6% | 減碼 |
| Tower View Investment Management & Research LLC | 15,016 | $500.2 萬 | 2.87% | +110+0.7% | 加碼 |
| Blackston Financial Advisory Group, LLC | 15,009 | $500.0 萬 | 2.80% | +15,009 | 新進 |
| RBF Capital, LLC | 15,000 | $499.6 萬 | 0.29% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $499.6 萬 | 1.14% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 14,961 | $498.3 萬 | 0.22% | −908−5.7% | 減碼 |
| Malaga Cove Capital, LLC | 14,947 | $497.9 萬 | 2.02% | +324+2.2% | 加碼 |
| Resolute Wealth Strategies, LLC | 14,897 | $496.2 萬 | 2.86% | −478−3.1% | 減碼 |
| Canandaigua National Bank & Trust Co | 14,819 | $493.6 萬 | 0.53% | −508−3.3% | 減碼 |
| Vinva Investment Management Ltd | 15,037 | $492.4 萬 | 0.25% | −958−6.0% | 減碼 |
| Chicago Capital, LLC | 14,782 | $492.4 萬 | 0.15% | +515+3.6% | 加碼 |
| Monument Capital Management | 14,776 | $492.2 萬 | 1.45% | −359−2.4% | 減碼 |
| Old National Bancorp | 14,632 | $487.4 萬 | 0.11% | −1,484−9.2% | 減碼 |
| Nikko Asset Management Americas, Inc. | 14,627 | $487.2 萬 | 0.06% | −4,829−24.8% | 減碼 |
| Warren Averett Asset Management, LLC | 14,610 | $486.7 萬 | 0.10% | +3,990+37.6% | 加碼 |
| Plato Investment Management Ltd | 14,594 | $486.1 萬 | 0.45% | +1,129+8.4% | 加碼 |
| Sandy Spring Bank | 14,488 | $482.6 萬 | 0.21% | −213−1.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 14,440 | $481.0 萬 | 0.13% | +532+3.8% | 加碼 |
| Mission Creek Capital Partners, Inc. | 14,382 | $479.1 萬 | 1.21% | +2,559+21.6% | 加碼 |
| FRG Family Wealth Advisors LLC | 14,624 | $477.4 萬 | 0.92% | −170−1.1% | 減碼 |
| Covington Investment Advisors Inc. | 14,325 | $477.2 萬 | 0.77% | +14,325 | 新進 |
| StoneX Group Inc. | 14,302 | $476.4 萬 | 0.38% | +1,549+12.1% | 加碼 |
| Webster Bank, N. A. | 14,160 | $471.7 萬 | 0.52% | −459−3.1% | 減碼 |
| FORA Capital, LLC | 14,144 | $471.1 萬 | 0.57% | +14,144 | 新進 |
| Wright Investors Service Inc | 14,142 | $471.1 萬 | 1.24% | +133+0.9% | 加碼 |
| Merit Financial Group, LLC | 14,133 | $470.8 萬 | 0.10% | +479+3.5% | 加碼 |
| Hallmark Capital Management Inc | 14,095 | $469.5 萬 | 0.37% | −1,651−10.5% | 減碼 |
| Seascape Capital Management | 14,005 | $466.5 萬 | 1.74% | +169+1.2% | 加碼 |
| GAM Holding AG | 13,958 | $464.9 萬 | 0.36% | −4,006−22.3% | 減碼 |
| Terry L. Blaker | 13,950 | $464.7 萬 | 0.19% | −2,992−17.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 13,931 | $464.0 萬 | 0.14% | +1,075+8.4% | 加碼 |
| Arrow Financial Corp | 13,884 | $462.5 萬 | 0.45% | −711−4.9% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 13,865 | $461.9 萬 | 0.18% | +553+4.2% | 加碼 |
| Altrius Capital Management Inc | 13,772 | $458.8 萬 | 1.21% | +318+2.4% | 加碼 |
| Johnson Financial Group, Inc. | 13,748 | $457.9 萬 | 0.22% | +7,748+129.1% | 加碼 |
| Leuthold Group, LLC | 13,733 | $457.4 萬 | 0.53% | −123−0.9% | 減碼 |
| IronBridge Private Wealth, LLC | 13,655 | $454.8 萬 | 1.70% | −205−1.5% | 減碼 |
| Sowell Financial Services LLC | 13,450 | $448.0 萬 | 0.21% | −597−4.3% | 減碼 |
| Bailard, Inc. | 13,435 | $447.5 萬 | 0.12% | +398+3.1% | 加碼 |