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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 10,230 | $340.8 萬 | 0.49% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 10,187 | $339.3 萬 | 0.34% | −29−0.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 10,176 | $339.0 萬 | 0.33% | +157+1.6% | 加碼 |
| Monetary Management Group Inc | 10,167 | $338.7 萬 | 0.90% | −250−2.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 10,134 | $337.6 萬 | 0.03% | +3,778+59.4% | 加碼 |
| Evercore Wealth Management, LLC | 10,122 | $337.2 萬 | 0.05% | −57−0.6% | 減碼 |
| Caldwell Sutter Capital, Inc. | 10,118 | $337.0 萬 | 1.67% | −776−7.1% | 減碼 |
| Oliver Luxxe Assets LLC | 10,116 | $337.0 萬 | 0.72% | −58−0.6% | 減碼 |
| Brown Brothers Harriman & Co | 10,108 | $336.7 萬 | 0.03% | −326−3.1% | 減碼 |
| Cynosure Management, LLC | 10,099 | $336.4 萬 | 0.54% | +6,464+177.8% | 加碼 |
| Baldwin Investment Management, LLC | 10,053 | $334.9 萬 | 0.46% | 00.0% | 不變 |
| First Dallas Securities Inc. | 10,046 | $334.6 萬 | 1.47% | −152−1.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 10,026 | $334.0 萬 | 0.05% | −1,841−15.5% | 減碼 |
| Hudock, Inc. | 9,947 | $331.4 萬 | 0.62% | +176+1.8% | 加碼 |
| 1st Source Bank | 9,947 | $331.3 萬 | 0.19% | −65−0.6% | 減碼 |
| Argent Trust Co | 9,880 | $329.1 萬 | 0.14% | +126+1.3% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 9,866 | $328.6 萬 | 0.47% | +6,363+181.6% | 加碼 |
| Schnieders Capital Management LLC | 9,859 | $328.4 萬 | 0.66% | −400−3.9% | 減碼 |
| Cumberland Advisors Inc | 9,850 | $328.1 萬 | 1.34% | 00.0% | 不變 |
| NorthRock Partners, LLC | 9,848 | $328.0 萬 | 0.12% | +293+3.1% | 加碼 |
| Truvestments Capital LLC | 9,821 | $327.1 萬 | 1.30% | +106+1.1% | 加碼 |
| Finer Wealth Management, Inc. | 9,789 | $326.1 萬 | 2.10% | −381−3.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 9,758 | $325.0 萬 | 0.34% | +280+3.0% | 加碼 |
| Independent Financial Group, LLC | 9,756 | $325.0 萬 | 0.13% | +388+4.1% | 加碼 |
| Mill Capital Management, LLC | 9,737 | $324.3 萬 | 0.27% | 00.0% | 不變 |
| Citizens Financial Group Inc | 9,721 | $323.8 萬 | 0.07% | +3,251+50.2% | 加碼 |
| Alberta Investment Management Corp | 9,700 | $323.1 萬 | 0.03% | −4,500−31.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 9,634 | $320.9 萬 | 0.37% | −534−5.3% | 減碼 |
| LMG Wealth Partners, LLC | 9,628 | $320.7 萬 | 0.80% | +233+2.5% | 加碼 |
| WR Wealth Planners, LLC | 9,612 | $320.2 萬 | 0.98% | −714−6.9% | 減碼 |
| Wellington Shields & Co., LLC | 9,608 | $320.0 萬 | 1.04% | 00.0% | 不變 |
| Hoylecohen, LLC | 9,544 | $317.9 萬 | 0.24% | −80−0.8% | 減碼 |
| Mirabella Financial Services LLP | 9,537 | $317.7 萬 | 0.23% | +9,537 | 新進 |
| Pinnacle Holdings, LLC | 9,531 | $317.5 萬 | 1.29% | −145−1.5% | 減碼 |
| First National Bank & Trust Co of Newtown | 9,526 | $317.3 萬 | 0.64% | +100+1.1% | 加碼 |
| Cambridge Advisors Inc. | 9,525 | $317.3 萬 | 0.74% | −21−0.2% | 減碼 |
| Ibex Wealth Advisors | 9,495 | $316.3 萬 | 0.49% | +1,535+19.3% | 加碼 |
| Acadian Asset Management LLC | 9,483 | $315.7 萬 | 0.01% | +446+4.9% | 加碼 |
| Palisade Asset Management, LLC | 9,447 | $314.7 萬 | 0.33% | −25−0.3% | 減碼 |
| Brendel Financial Advisors LLC | 9,444 | $314.6 萬 | 2.00% | +9,444 | 新進 |
| Nilsine Partners, LLC | 9,431 | $314.1 萬 | 0.42% | +502+5.6% | 加碼 |
| RB Capital Management, LLC | 9,414 | $313.6 萬 | 0.80% | −63−0.7% | 減碼 |
| Buckley Wealth Management, LLC | 9,352 | $311.5 萬 | 0.99% | +5+0.1% | 加碼 |
| Stamos Capital Partners, L.P. | 9,350 | $311.4 萬 | 0.66% | +1,060+12.8% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 9,343 | $311.2 萬 | 0.20% | −98−1.0% | 減碼 |
| Global Trust Asset Management, LLC | 9,329 | $310.7 萬 | 1.25% | −84−0.9% | 減碼 |
| BNC Wealth Management, LLC | 9,319 | $310.4 萬 | 1.15% | +1,958+26.6% | 加碼 |
| Avitas Wealth Management LLC | 9,308 | $310.0 萬 | 0.45% | +45+0.5% | 加碼 |
| Hennessy Advisors Inc | 9,300 | $309.8 萬 | 0.12% | −100−1.1% | 減碼 |
| Graphene Investments SAS | 9,300 | $309.8 萬 | 1.95% | 00.0% | 不變 |
| Seizert Capital Partners, LLC | 9,214 | $306.9 萬 | 0.15% | −253−2.7% | 減碼 |
| AMG National Trust Bank | 9,212 | $306.9 萬 | 0.08% | +2,254+32.4% | 加碼 |
| HBK Sorce Advisory LLC | 9,168 | $305.4 萬 | 0.11% | −580−5.9% | 減碼 |
| Aire Advisors, LLC | 9,111 | $303.5 萬 | 0.69% | −230−2.5% | 減碼 |
| River Street Advisors LLC | 9,087 | $302.7 萬 | 1.88% | +120+1.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 9,078 | $302.4 萬 | 0.16% | −517−5.4% | 減碼 |
| L2 Asset Management, LLC | 9,078 | $302.4 萬 | 0.91% | +1,488+19.6% | 加碼 |
| Occudo Quantitative Strategies LP | 9,014 | $300.3 萬 | 0.53% | +8,021+807.8% | 加碼 |
| We Are One Seven, LLC | 8,995 | $299.6 萬 | 0.14% | −674−7.0% | 減碼 |
| South Dakota Investment Council | 8,964 | $298.6 萬 | 0.06% | −10−0.1% | 減碼 |
| DRW Securities, LLC | 8,959 | $298.4 萬 | 0.18% | +7,652+585.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,912 | $296.8 萬 | 0.14% | −20−0.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,905 | $296.6 萬 | 0.29% | +970+12.2% | 加碼 |
| Douglass Winthrop Advisors, LLC | 8,896 | $296.3 萬 | 0.06% | +11+0.1% | 加碼 |
| Lowe Brockenbrough & Co Inc | 8,872 | $295.5 萬 | 0.20% | −18−0.2% | 減碼 |
| Change Path, LLC | 8,867 | $295.4 萬 | 0.15% | −14−0.2% | 減碼 |
| Adirondack Trust Co | 8,838 | $294.4 萬 | 1.20% | −26−0.3% | 減碼 |
| Gould Capital, LLC | 8,835 | $294.3 萬 | 2.08% | −1,732−16.4% | 減碼 |
| Bryn Mawr Trust Co | 8,835 | $294.3 萬 | 0.11% | −24−0.3% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 8,833 | $294.2 萬 | 0.25% | +227+2.6% | 加碼 |
| Concord Wealth Partners | 8,774 | $292.2 萬 | 0.52% | +472+5.7% | 加碼 |
| Hanson & Doremus Investment Management | 8,725 | $290.6 萬 | 0.49% | −65−0.7% | 減碼 |
| Convergence Investment Partners, LLC | 8,711 | $290.2 萬 | 0.85% | +1,575+22.1% | 加碼 |
| Family Management Corp | 8,702 | $289.9 萬 | 0.51% | +713+8.9% | 加碼 |
| Ti-Trust, Inc | 8,692 | $289.5 萬 | 2.23% | −405−4.5% | 減碼 |
| Cullen Investment Group, Ltd. | 8,685 | $289.3 萬 | 0.46% | −268−3.0% | 減碼 |
| Neo Ivy Capital Management | 8,684 | $289.3 萬 | 0.57% | +8,684 | 新進 |
| Smith, Salley & Associates | 8,676 | $289.0 萬 | 0.21% | +399+4.8% | 加碼 |
| Abn Amro Investment Solutions | 8,621 | $287.2 萬 | 0.05% | +6,305+272.2% | 加碼 |
| Daymark Wealth Partners, LLC | 128,254 | $286.9 萬 | 0.13% | +913+0.7% | 加碼 |
| AlTi Global, Inc. | 8,566 | $285.3 萬 | 0.08% | −2,598−23.3% | 減碼 |
| First Horizon Advisors, Inc. | 8,564 | $285.3 萬 | 0.09% | +1,126+15.1% | 加碼 |
| Atlantic Union Bankshares Corp | 8,533 | $284.2 萬 | 0.18% | −141−1.6% | 減碼 |
| Park National Corp | 8,522 | $283.9 萬 | 0.10% | −164−1.9% | 減碼 |
| Rothschild Investment LLC | 8,472 | $282.2 萬 | 0.20% | −180−2.1% | 減碼 |
| G&S Capital LLC | 8,114 | $280.6 萬 | 1.22% | +3,329+69.6% | 加碼 |
| Loudon Investment Management, LLC | 8,418 | $280.4 萬 | 1.65% | 00.0% | 不變 |
| Chapin Davis, Inc. | 8,413 | $280.2 萬 | 0.96% | +158+1.9% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,410 | $280.1 萬 | 1.07% | −117−1.4% | 減碼 |
| CTC Alternative Strategies, Ltd. | 8,400 | $279.8 萬 | 1.19% | +8,400 | 新進 |
| Becker Capital Management Inc | 8,384 | $279.3 萬 | 0.10% | −228−2.6% | 減碼 |
| Core Wealth Advisors, Inc. | 8,327 | $277.4 萬 | 0.95% | −474−5.4% | 減碼 |
| Choate Investment Advisors | 8,319 | $277.1 萬 | 0.07% | −401−4.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 8,300 | $276.5 萬 | 0.11% | −62,488−88.3% | 減碼 |
| Boltwood Capital Management | 8,256 | $275.0 萬 | 0.86% | −23−0.3% | 減碼 |
| Quantbot Technologies LP | 8,205 | $273.3 萬 | 0.13% | +8,205 | 新進 |
| Westpac Banking Corp | 8,203 | $273.2 萬 | 0.22% | 00.0% | 不變 |
| Zhang Financial LLC | 8,195 | $273.0 萬 | 0.19% | +176+2.2% | 加碼 |
| Qtron Investments LLC | 8,135 | $271.0 萬 | 0.39% | −818−9.1% | 減碼 |
| Old Port Advisors | 8,093 | $269.6 萬 | 0.81% | −57−0.7% | 減碼 |