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 | 3,773 | $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 |
|---|---|---|---|---|---|
| Ambassador Advisors, LLC | 13,383 | $445.8 萬 | 0.81% | +12,792+2,164.5% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 13,363 | $445.1 萬 | 1.50% | +18+0.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 13,303 | $443.1 萬 | 0.15% | −180−1.3% | 減碼 |
| Kinneret Advisory, LLC | 13,160 | $438.4 萬 | 0.42% | −3,364−20.4% | 減碼 |
| Reliant Investment Management, LLC | 13,137 | $437.6 萬 | 2.06% | −4,998−27.6% | 減碼 |
| Financial Advisory Service, Inc. | 13,123 | $437.1 萬 | 0.38% | +809+6.6% | 加碼 |
| Ledyard National Bank | 13,104 | $436.5 萬 | 0.42% | +122+0.9% | 加碼 |
| Wetherby Asset Management Inc | 13,094 | $436.2 萬 | 0.21% | −282−2.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 13,041 | $434.4 萬 | 0.21% | +319+2.5% | 加碼 |
| Trajan Wealth LLC | 13,020 | $433.7 萬 | 0.28% | −405−3.0% | 減碼 |
| Blue Edge Capital, LLC | 13,007 | $433.3 萬 | 0.72% | −12−0.1% | 減碼 |
| Guyasuta Investment Advisors Inc | 14,612 | $432.0 萬 | 0.32% | 00.0% | 不變 |
| Trust Co of Vermont | 12,949 | $431.3 萬 | 0.23% | −348−2.6% | 減碼 |
| Anchor Investment Management, LLC | 12,941 | $431.1 萬 | 0.44% | +489+3.9% | 加碼 |
| Iowa State Bank | 12,826 | $427.2 萬 | 0.94% | −1,259−8.9% | 減碼 |
| Viewpoint Capital Management LLC | 12,785 | $425.9 萬 | 2.61% | −12,548−49.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 12,784 | $425.8 萬 | 0.28% | +2,210+20.9% | 加碼 |
| Stonebridge Capital Management Inc | 12,722 | $423.8 萬 | 1.81% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 12,712 | $423.4 萬 | 1.13% | −100−0.8% | 減碼 |
| Hayek Kallen Investment Management | 12,697 | $422.9 萬 | 1.58% | −164−1.3% | 減碼 |
| DT Investment Partners, LLC | 12,557 | $418.3 萬 | 0.37% | +18+0.1% | 加碼 |
| Applied Capital LLC | 12,511 | $416.7 萬 | 3.64% | +148+1.2% | 加碼 |
| Barbara Oil Co. | 12,500 | $416.4 萬 | 1.82% | 00.0% | 不變 |
| Ogorek Anthony Joseph | 12,460 | $415.0 萬 | 1.44% | +22+0.2% | 加碼 |
| Jackson Square Capital, LLC | 12,399 | $413.0 萬 | 1.02% | −381−3.0% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 12,364 | $411.8 萬 | 0.68% | −95−0.8% | 減碼 |
| Vista Investment Partners LLC | 12,323 | $410.5 萬 | 1.37% | +76+0.6% | 加碼 |
| North Star Investment Management Corp. | 12,298 | $409.7 萬 | 0.30% | −2,733−18.2% | 減碼 |
| MEMBERS Trust Co | 12,268 | $408.6 萬 | 0.12% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 12,207 | $406.6 萬 | 0.35% | +13+0.1% | 加碼 |
| Liberty One Investment Management, LLC | 12,206 | $406.6 萬 | 0.46% | −849−6.5% | 減碼 |
| Signaturefd, LLC | 12,206 | $406.6 萬 | 0.08% | −352−2.8% | 減碼 |
| Sapient Capital LLC | 12,190 | $406.0 萬 | 0.08% | −512−4.0% | 減碼 |
| Panagora Asset Management Inc | 12,132 | $404.1 萬 | 0.02% | −273,568−95.8% | 減碼 |
| Whitener Capital Management, Inc. | 12,086 | $402.6 萬 | 1.22% | +232+2.0% | 加碼 |
| Profund Advisors LLC | 12,076 | $402.3 萬 | 0.15% | −610−4.8% | 減碼 |
| Meeder Advisory Services, Inc. | 11,990 | $399.4 萬 | 0.28% | +2,889+31.7% | 加碼 |
| Focus Financial Network, Inc. | 11,159 | $399.3 萬 | 0.17% | +560+5.3% | 加碼 |
| Azimuth Capital Investment Management LLC | 11,960 | $398.4 萬 | 0.16% | −300−2.4% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 11,948 | $398.0 萬 | 0.93% | +435+3.8% | 加碼 |
| Argyle Capital Management Inc. | 11,942 | $397.8 萬 | 1.64% | −1,975−14.2% | 減碼 |
| Leavell Investment Management, Inc. | 11,922 | $397.1 萬 | 0.22% | +169+1.4% | 加碼 |
| Slow Capital, Inc. | 11,908 | $396.7 萬 | 0.64% | −241−2.0% | 減碼 |
| New Hampshire Trust | 11,834 | $394.2 萬 | 0.90% | +223+1.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 11,811 | $393.4 萬 | 0.30% | +4,869+70.1% | 加碼 |
| Spire Wealth Management | 11,694 | $389.5 萬 | 0.14% | −2,286−16.4% | 減碼 |
| Kingsview Wealth Management, LLC | 11,658 | $388.3 萬 | 0.09% | −345−2.9% | 減碼 |
| EP Wealth Advisors, LLC | 11,632 | $387.4 萬 | 0.04% | +1,166+11.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 11,628 | $387.3 萬 | 0.29% | −55−0.5% | 減碼 |
| Midland Wealth Advisors LLC | 11,563 | $385.2 萬 | 0.23% | −117−1.0% | 減碼 |
| Gouws Capital LLC | 11,547 | $384.6 萬 | 2.75% | +270+2.4% | 加碼 |
| Spirit of America Management Corp | 11,490 | $382.7 萬 | 0.78% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 11,463 | $381.8 萬 | 0.27% | +11,463 | 新進 |
| XTX Topco Ltd | 11,453 | $381.5 萬 | 0.33% | +11,453 | 新進 |
| Providence Wealth Advisors, LLC | 11,587 | $378.0 萬 | 3.01% | +67+0.6% | 加碼 |
| Johnson Investment Counsel Inc | 11,344 | $377.9 萬 | 0.04% | −52−0.5% | 減碼 |
| Creative Financial Designs Inc | 11,282 | $375.8 萬 | 0.33% | +246+2.2% | 加碼 |
| Smith, Moore & Co. | 11,281 | $375.8 萬 | 0.39% | +240+2.2% | 加碼 |
| CAPROCK Group, Inc. | 11,276 | $375.6 萬 | 0.15% | +4,225+59.9% | 加碼 |
| MWA Asset Management | 11,259 | $375.0 萬 | 2.67% | −60−0.5% | 減碼 |
| Modus Advisors, LLC | 11,253 | $374.9 萬 | 1.33% | +53+0.5% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 11,239 | $374.4 萬 | 0.18% | +549+5.1% | 加碼 |
| Wakefield Asset Management LLLP | 11,234 | $374.2 萬 | 1.31% | −875−7.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,173 | $372.2 萬 | 0.06% | +630+6.0% | 加碼 |
| BLB&B Advisors, LLC | 11,173 | $372.2 萬 | 0.20% | −206−1.8% | 減碼 |
| Lake Street Financial LLC | 11,077 | $369.0 萬 | 0.48% | +6,493+141.6% | 加碼 |
| Relative Value Partners Group, LLC | 11,077 | $369.0 萬 | 0.48% | +10,112+1,047.9% | 加碼 |
| Asset Management Group, Inc. | 11,057 | $368.3 萬 | 0.69% | +63+0.6% | 加碼 |
| Capital Investment Counsel, Inc | 11,035 | $367.6 萬 | 0.55% | +300+2.8% | 加碼 |
| Money Concepts Capital Corp | 11,011 | $366.8 萬 | 0.31% | −284−2.5% | 減碼 |
| CPA Asset Management LLC | 11,009 | $366.7 萬 | 1.96% | 00.0% | 不變 |
| Regency Capital Management Inc. | 10,996 | $366.3 萬 | 2.36% | +825+8.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,964 | $365.2 萬 | 0.11% | +4,372+66.3% | 加碼 |
| Commerzbank Aktiengesellschaft | 10,933 | $364.2 萬 | 0.12% | +94+0.9% | 加碼 |
| Heritage Trust Co | 10,933 | $364.2 萬 | 0.48% | −66−0.6% | 減碼 |
| IHT Wealth Management, LLC | 10,906 | $363.3 萬 | 0.14% | +498+4.8% | 加碼 |
| Capstone Investment Advisors, LLC | 10,854 | $361.5 萬 | 0.08% | +10,763+11,827.5% | 加碼 |
| Consolidated Capital Management, LLC | 10,853 | $361.5 萬 | 1.73% | −5,434−33.4% | 減碼 |
| Traynor Capital Management, Inc. | 10,789 | $359.4 萬 | 0.30% | +134+1.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,788 | $359.3 萬 | 0.16% | +4,963+85.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 10,773 | $358.8 萬 | 0.31% | +10,773 | 新進 |
| Whalerock Point Partners, LLC | 10,742 | $357.8 萬 | 0.96% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 10,737 | $357.7 萬 | 1.02% | 00.0% | 不變 |
| MV Capital Management, Inc. | 10,713 | $356.9 萬 | 0.40% | +164+1.6% | 加碼 |
| Kinloch Capital, LLC | 10,697 | $356.3 萬 | 1.86% | −212−1.9% | 減碼 |
| Pure Financial Advisors, Inc. | 10,675 | $355.6 萬 | 0.10% | +319+3.1% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 10,625 | $353.9 萬 | 2.43% | −2,518−19.2% | 減碼 |
| PFG Advisors | 10,623 | $353.8 萬 | 0.24% | +199+1.9% | 加碼 |
| Tritonpoint Wealth, LLC | 10,612 | $353.5 萬 | 0.34% | −84−0.8% | 減碼 |
| Graypoint LLC | 10,590 | $352.7 萬 | 0.24% | −703−6.2% | 減碼 |
| Harbor Capital Advisors, Inc. | 10,528 | $350.7 萬 | 0.27% | +19+0.2% | 加碼 |
| Mystic Asset Management, Inc. | 10,455 | $348.3 萬 | 1.41% | −23−0.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 10,449 | $348.1 萬 | 0.00% | −24,676−70.3% | 減碼 |
| Legacy Financial Strategies, LLC | 10,514 | $347.6 萬 | 0.84% | +828+8.5% | 加碼 |
| JPL Wealth Management, LLC | 10,359 | $345.1 萬 | 1.69% | +1,158+12.6% | 加碼 |
| Hudson Capital Management LLC | 10,350 | $344.8 萬 | 1.16% | +10,350 | 新進 |
| Prudential PLC | 10,333 | $344.2 萬 | 0.02% | +2,854+38.2% | 加碼 |
| Occidental Asset Management, LLC | 10,331 | $344.1 萬 | 0.60% | +462+4.7% | 加碼 |
| Gluskin Sheff & Assoc Inc | 10,325 | $343.9 萬 | 0.39% | −6−0.1% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,314 | $343.6 萬 | 0.78% | 00.0% | 不變 |