跳到主要內容

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。

2022 年第 1 季與 2021 年第 4 季比較

持有 Caterpillar Inc 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

CAT 的 13F 持有人:2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數2,161272,176+42
股數3.62 億20.8 萬3.69 億+671.6 萬 (+1.9%)
市值$748.9 億$4,364 萬$819.9 億+$71.5 億 (+9.5%)

27 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(178 家)

2022 年第 1 季季末持有 Caterpillar Inc、2021 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 178 家。

2022 年第 1 季新進 CAT 的機構
機構股數市值佔組合 %
Ontario Teachers Pension Plan Board1,943,875$4.33 億5.24%
Altshuler Shaham Ltd1,342,260$2.99 億2.79%
Vaughan Nelson Investment Management, L.P.459,738$1.02 億1.16%
Alyeska Investment Group, L.P.264,430$5,892 萬0.65%
Bridgewater Associates, LP175,187$3,904 萬0.16%
Amalgamated Financial Corp.142,184$3,168 萬0.25%
Vantage Investment Partners, LLC136,500$3,042 萬1.52%
Natixis Investment Managers International121,050$2,697 萬0.47%
Simplex Trading, LLC86,290$1,923 萬0.61%
Moore Capital Management, LP70,178$1,564 萬0.51%
Impala Asset Management LLC45,000$1,003 萬0.87%
Element Capital Management LLC41,211$918.3 萬4.59%
Allen Mooney & Barnes Investment Advisors LLC37,719$840.5 萬1.86%
SPX Equities Gestao de Recursos Ltda31,400$699.7 萬0.45%
TRH Financial, LLC29,718$662.2 萬1.94%
Atria Wealth Solutions, Inc.28,159$627.5 萬0.10%
Silver Oak Securities, Inc27,081$587.7 萬1.19%
Hallmark Capital Management Inc21,820$486.2 萬0.41%
Sabadell Asset Management, S.A S.G.I.I.C21,507$464.3 萬0.80%
Weiss Multi-Strategy Advisers LLC20,265$451.5 萬0.11%
Gateway Advisory, LLC19,153$426.8 萬1.16%
Global Retirement Partners, LLC19,198$394.8 萬0.31%
ICA Group Wealth Management, LLC17,033$380.9 萬0.72%
Sciencast Management LP16,668$359.0 萬0.82%
Country Club Bank15,003$334.6 萬0.29%
Resolute Capital Asset Partners LLC15,000$334.2 萬2.13%
Karp Capital Management Corp14,977$333.7 萬0.49%
Hennessy Advisors Inc14,000$311.9 萬0.16%
Avitas Wealth Management LLC12,986$289.4 萬0.52%
Eudaimonia Partners, LLC12,519$279.0 萬0.47%
Sphera Funds Management Ltd.12,000$267.4 萬0.45%
Richelieu Gestion PLC11,775$262.4 萬2.09%
HBK Investments L P10,749$239.5 萬0.05%
Cliftonlarsonallen Wealth Advisors, LLC10,281$229.1 萬0.08%
Guardian Investment Management10,057$222.6 萬1.73%
McGuire Investment Group, LLC9,665$215.4 萬0.40%
Appian Way Asset Management LP8,800$196.1 萬0.89%
Icon Advisers Inc7,525$167.7 萬0.29%
Tudor Investment Corp Et Al7,488$166.8 萬0.04%
WR Wealth Planners, LLC7,363$164.1 萬0.98%
WealthPlan Investment Management, LLC7,665$161.4 萬0.11%
Epoch Investment Partners, Inc.6,896$153.7 萬0.01%
Affinity Investment Advisors, LLC6,482$144.4 萬0.59%
Brookfield Asset Management Inc.6,012$134.0 萬0.01%
World Equity Group, Inc.5,976$133.1 萬0.29%
Duality Advisers, LP5,809$129.4 萬0.14%
M Holdings Securities, Inc.5,730$127.7 萬0.10%
GoalVest Advisory LLC5,404$120.4 萬0.68%
FORA Capital, LLC5,219$116.4 萬0.21%
Jade Capital Advisors, LLC5,003$111.5 萬0.75%
Narwhal Capital Management4,690$104.5 萬0.12%
Bessemer Securities LLC4,603$102.6 萬0.30%
Cary Street Partner Investment Advisory LLC4,580$102.0 萬0.28%
Fund Management at Engine No. 1 LLC4,579$102.0 萬0.26%
SlateStone Wealth, LLC3,882$86.5 萬0.19%
SS&H Financial Advisors, Inc.3,640$81.1 萬0.32%
Sawgrass Asset Management LLC3,345$74.5 萬0.08%
Hazlett, Burt & Watson, Inc.3,184$70.9 萬0.56%
CCG Wealth Management, LLC3,121$69.5 萬0.34%
First Western Trust Bank3,103$69.2 萬0.04%
WESPAC Advisors SoCal, LLC2,775$61.8 萬0.19%
Zeke Capital Advisors, LLC2,747$61.2 萬0.03%
Mendel Money Management2,607$58.1 萬0.28%
Corton Capital Inc.2,495$55.6 萬0.24%
Hotaling Investment Management, LLC2,330$51.9 萬0.20%
Athena Investment Management2,238$50.0 萬0.39%
Bensler, LLC2,228$49.6 萬0.10%
MQS Management LLC2,219$49.4 萬0.40%
Verus Capital Partners, LLC2,191$47.6 萬0.07%
Longfellow Investment Management Co LLC2,119$47.3 萬0.08%
BFT Financial Group, LLC2,015$44.9 萬0.07%
Private Portfolio Partners LLC2,007$44.7 萬0.11%
Edge Wealth Management LLC2,000$44.6 萬0.09%
Quaero Capital S.A.2,000$44.6 萬0.28%
Blueprint Investment Partners LLC1,997$44.5 萬0.11%
FAI Wealth Management1,965$43.7 萬0.35%
Camarda Financial Advisors, LLC1,950$43.4 萬0.21%
Corsair Capital Management, L.P.1,928$43.0 萬0.11%
Concentric Capital Strategies, LP1,900$42.3 萬0.16%
Beck Bode, LLC1,872$41.7 萬0.09%
Vise Technologies, Inc.1,871$41.7 萬0.16%
Dakota Wealth Management1,819$40.5 萬0.03%
MCF Advisors LLC1,755$39.1 萬0.04%
WMG Financial Advisors, LLC1,735$38.8 萬0.29%
Guardian Wealth Advisors, LLC1,713$38.2 萬0.16%
Financial Advisors Network, Inc.1,656$36.9 萬0.09%
Ssi Investment Management LLC1,596$35.6 萬0.02%
Peddock Capital Advisors, LLC1,553$34.6 萬0.11%
SAM Advisors, LLC1,540$34.3 萬0.15%
Balasa Dinverno & Foltz LLC1,537$34.2 萬0.02%
Heartwood Wealth Advisors LLC1,510$33.6 萬0.05%
Buckingham Strategic Partners1,504$33.6 萬0.03%
united american securities inc. (d/b/a uas asset management)1,500$33.4 萬0.07%
Independent Family Office, LLC1,484$33.1 萬0.11%
L2 Asset Management, LLC1,435$32.0 萬0.20%
Asset Management Corp1,410$31.4 萬0.19%
Monterey Private Wealth, Inc.1,404$31.3 萬0.15%
Summit Trail Advisors, LLC1,354$30.2 萬0.02%
apricus wealth, LLC1,250$29.4 萬0.24%
Petix & Botte Co1,312$29.2 萬0.09%

清倉機構(136 家)

2021 年第 4 季季末持有 Caterpillar Inc、2022 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 136 家。

2022 年第 1 季清倉 CAT 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Renaissance Technologies LLC278,174$5,751 萬
Nan Shan Life Insurance Co., Ltd.209,500$4,331 萬
Penserra Capital Management LLC180,736$3,737 萬
PEAK6 Investments LLC176,738$3,654 萬
Pinebridge Investments, L.P.163,766$3,386 萬
Balyasny Asset Management LLC103,779$2,146 萬
Fred Alger Management, LLC91,038$1,882 萬
ExodusPoint Capital Management, LP91,017$1,882 萬
Bridgeway Capital Management, LLC72,650$1,502 萬
Point72 Asset Management, L.P.62,100$1,284 萬
Zweig-DiMenna Associates LLC59,000$1,220 萬
Advisors Asset Management, Inc.52,418$1,084 萬
Arosa Capital Management LP47,090$973.5 萬
Twin Tree Management, LP42,195$872.3 萬
Zenyatta Capital Management LP35,000$723.6 萬
Inverness Counsel LLC33,713$697.0 萬
Zurich Insurance Group Ltd32,968$681.6 萬
Qube Research & Technologies Ltd28,422$587.6 萬
THRC Management, LLC20,000$413.5 萬
Aries Wealth Management18,294$378.2 萬
Aigen Investment Management, LP16,284$327.3 萬
Graticule Asia Macro Advisors LLC15,500$320.4 萬
Financial Sense Advisors, Inc.15,484$320.1 萬
Walled Lake Planning & Wealth Management, LLC15,319$316.7 萬
HAP Trading, LLC13,143$271.7 萬
Trexquant Investment LP11,523$238.2 萬
Marshall Wace, LLP11,497$237.7 萬
Cornercap Investment Counsel Inc11,443$236.6 萬
Albar Capital Ltd11,353$234.7 萬
La Financiere de L'Echiquier10,000$206.8 萬
Agf Investments Inc.8,456$174.8 萬
Pensionfund DSM Netherlands8,000$165.4 萬
Cowen and Company, LLC7,241$149.7 萬
Y-Intercept (Hong Kong) Ltd6,492$134.2 萬
Fosun International Ltd5,810$120.5 萬
Jefferies Group LLC5,500$113.7 萬
Polar Asset Management Partners Inc.5,375$111.1 萬
Stevens Capital Management LP4,832$99.9 萬
Spectrum Asset Management, Inc. (NB/CA)4,810$99.4 萬
MBB Public Markets I LLC4,682$96.8 萬
Old West Investment Management, LLC4,458$92.1 萬
Norris Financial Group, LLC4,441$91.8 萬
Hancock Whitney Investment Services Inc.4,316$89.4 萬
Bridgefront Capital, LLC4,263$88.1 萬
Souders Financial Advisors3,826$79.1 萬
Golden Green, Inc.3,819$79.0 萬
Occudo Quantitative Strategies LP3,739$77.3 萬
Engine No. 1 LLC3,703$76.6 萬
Cutter & CO Brokerage, Inc.3,676$76.0 萬
Capital One Financial Corp3,638$75.2 萬
Meridian Financial Partners LLC3,367$74.6 萬
Requisite Capital Management, LLC3,202$66.2 萬
NWK Group, Inc.3,191$66.0 萬
Affiance Financial, LLC3,110$64.3 萬
Investors Financial Group, LLC3,107$64.2 萬
Harvest Investment Services, LLC2,862$59.1 萬
Sound Financial Strategies Group, LLC2,801$57.9 萬
All Season Financial Advisors, Inc.2,654$54.9 萬
LSV Asset Management2,600$53.8 萬
Barings LLC2,517$52.0 萬
Van Cleef Asset Management,Inc2,370$49.0 萬
Virtu Financial LLC2,327$48.1 萬
Astrantus Ltd2,300$47.6 萬
Healthcare of Ontario Pension Plan Trust Fund2,271$47.0 萬
Pluribus Labs, LLC2,254$46.6 萬
Vahanian & Associates Financial Planning Inc.2,250$46.5 萬
Rockwood Wealth Management, LLC2,147$44.4 萬
Mosaic Advisors LLC1,890$39.1 萬
Independent Solutions Wealth Management, LLC1,864$38.5 萬
NuWave Investment Management, LLC1,717$35.5 萬
Connor, Clark & Lunn Investment Management Ltd.1,567$32.4 萬
Magnetar Financial LLC1,557$32.2 萬
XTX Topco Ltd1,550$32.0 萬
Graham Capital Management, L.P.1,527$31.5 萬
Industrial Alliance Investment Management Inc.1,524$31.5 萬
Castle Rock Wealth Management, LLC1,356$29.1 萬
BCS Wealth Management1,395$28.8 萬
Eudaimonia Advisors LLC1,341$27.7 萬
Calton & Associates, Inc.1,318$27.2 萬
Northstar Asset Management LLC1,300$26.9 萬
Prelude Capital Management, LLC1,297$26.8 萬
Gyon Technologies Capital Management, LP1,276$26.4 萬
Stelac Advisory Services LLC1,234$25.5 萬
DCM Advisors, LLC1,225$25.4 萬
Chemistry Wealth Management LLC1,220$25.2 萬
Winning Points Advisors, LLC1,830$24.9 萬
Keebeck Alpha, LP1,160$24.0 萬
BlueCrest Capital Management Ltd1,154$23.9 萬
CFO4Life Group, LLC1,153$23.8 萬
Platte River Wealth Advisors, LLC1,070$23.5 萬
Eubel Brady & Suttman Asset Management Inc1,120$23.2 萬
Capstone Wealth Management Group, LLC1,120$23.2 萬
RDA Financial Network1,103$22.8 萬
Vista Finance, LLC1,086$22.4 萬
Morningstar Investment Services LLC1,076$22.2 萬
ACG Wealth1,057$21.8 萬
Main Street Financial Solutions, LLC1,025$21.2 萬
Ascent Group, LLC979$21.0 萬
Azzad Asset Management Inc1,000$20.7 萬
Arlington Financial Advisors, LLC975$20.2 萬

尚未申報 2022 年第 1 季的機構(27 家)

2021 年第 4 季季末持有 Caterpillar Inc、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 4 季持有 CAT、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Andra AP-fonden45,500$940.7 萬
Vantis Investment Advisers L.P.28,100$580.9 萬
Columbia Asset Management23,691$489.8 萬
First Midwest Bank Trust Division15,976$330.2 萬
Country Club Trust Company, n.a.14,451$297.8 萬
Crescent Capital Consulting, LLC9,886$204.5 萬
6 Meridian9,437$195.1 萬
NEXT Financial Group, Inc8,769$181.3 萬
Carroll Financial Associates, Inc.8,488$175.1 萬
Tdam USA Inc.6,938$143.4 萬
HawsGoodwin Investment Management LLC6,682$138.1 萬
Evernest Financial Advisors, LLC3,860$122.4 萬
Resource Management, LLC4,017$83.0 萬
Metatron Capital SICAV plc3,680$76.1 萬
Harbour Investments, Inc.3,366$69.6 萬
Legg Mason Asset Management (Japan) Co., Ltd.3,206$66.3 萬
Clear Perspective Advisors, LLC3,013$62.3 萬
Weybosset Research & Management LLC1,550$32.0 萬
Mission Financial Group, LLC507$29.1 萬
Johanson Financial Advisors, Inc.1,364$28.2 萬
Reilly Financial Advisors, LLC1,304$27.0 萬
Quest Capital Management Inc1,149$23.8 萬
Markston International LLC1,137$23.5 萬
Grace Capital1,100$22.7 萬
Truehand, Inc577$11.9 萬
Bell Investment Advisors, Inc264$5.50 萬
MD Financial Management Inc.200$4.10 萬