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 13F 持有人
Caterpillar Inc 在 2022/3/31 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
- 2,176
- 較 2021 年第 4 季 +42 家
- 持有股數
- 3.69 億
- 較 2021 年第 4 季 +671.6 萬 (+1.9%)
- 總市值
- $819.9 億
- 較 2021 年第 4 季 +$71.5 億 (+9.5%)
- 新進機構
- 178
- 另有 956 家加碼
- 清倉機構
- 136
- 另有 714 家減碼
另有 27 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,334 | $74.3 萬 | 0.18% | +546+19.6% | 加碼 |
| Sawgrass Asset Management LLC | 3,345 | $74.5 萬 | 0.08% | +3,345 | 新進 |
| Vanguard Capital Wealth Advisors | 3,348 | $74.6 萬 | 0.53% | +5+0.1% | 加碼 |
| Covington Capital Management | 3,356 | $74.7 萬 | 0.03% | +150+4.7% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,353 | $74.7 萬 | 0.11% | +205+6.5% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 3,354 | $74.7 萬 | 0.09% | +400+13.5% | 加碼 |
| Texas Yale Capital Corp. | 3,368 | $75.0 萬 | 0.04% | −142−4.0% | 減碼 |
| Washington Trust Advisors, Inc. | 3,373 | $75.1 萬 | 0.05% | −65−1.9% | 減碼 |
| Jackson Wealth Management, LLC | 3,374 | $75.2 萬 | 0.10% | −7,099−67.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,381 | $75.3 萬 | 0.03% | +139+4.3% | 加碼 |
| Brighton Jones LLC | 3,393 | $75.6 萬 | 0.04% | +76+2.3% | 加碼 |
| Wealth Management Partners, LLC | 3,000 | $75.7 萬 | 0.54% | 00.0% | 不變 |
| E&G Advisors, LP | 3,400 | $75.8 萬 | 0.21% | −300−8.1% | 減碼 |
| Charter Research & Investment Group, Inc. | 3,400 | $75.8 萬 | 0.61% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 3,400 | $75.8 萬 | 0.22% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 3,402 | $75.8 萬 | 0.07% | +214+6.7% | 加碼 |
| Ballast Advisors LLC | 3,430 | $76.4 萬 | 0.30% | 00.0% | 不變 |
| HWG Holdings LP | 3,434 | $76.5 萬 | 0.38% | +3,422+28,516.7% | 加碼 |
| Advisory Alpha, LLC | 3,439 | $76.6 萬 | 0.05% | +124+3.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 3,436 | $76.6 萬 | 0.08% | +415+13.7% | 加碼 |
| Rodgers Brothers Inc. | 3,440 | $76.7 萬 | 0.14% | −50−1.4% | 減碼 |
| Mission Wealth Management, LP | 3,444 | $76.7 萬 | 0.04% | +312+10.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,445 | $76.8 萬 | 0.04% | −914−21.0% | 減碼 |
| Retirement Planning Co of New England, Inc. | 3,450 | $76.8 萬 | 0.43% | +197+6.1% | 加碼 |
| Patten & Patten Inc | 3,471 | $77.3 萬 | 0.06% | −3−0.1% | 減碼 |
| Woodstock Corp | 3,475 | $77.4 萬 | 0.09% | −455−11.6% | 減碼 |
| Fernwood Investment Management, LLC | 3,497 | $77.9 萬 | 0.27% | 00.0% | 不變 |
| First Manhattan Co | 3,512 | $78.2 萬 | 0.00% | −5−0.1% | 減碼 |
| Field & Main Bank | 3,530 | $78.7 萬 | 0.48% | +55+1.6% | 加碼 |
| Capital Square, LLC | 3,539 | $78.8 萬 | 0.56% | −44−1.2% | 減碼 |
| IPG Investment Advisors LLC | 3,542 | $78.9 萬 | 0.15% | −3,144−47.0% | 減碼 |
| Auxier Asset Management | 3,540 | $78.9 萬 | 0.13% | 00.0% | 不變 |
| Boston Research & Management Inc | 3,542 | $78.9 萬 | 0.23% | 00.0% | 不變 |
| Gleason Group, Inc. | 3,539 | $78.9 萬 | 0.23% | +20+0.6% | 加碼 |
| Wealth Architects, LLC | 3,542 | $78.9 萬 | 0.13% | +102+3.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,551 | $79.1 萬 | 0.04% | +94+2.7% | 加碼 |
| Morris Retirement Advisors, LLC | 3,560 | $79.3 萬 | 0.60% | −152−4.1% | 減碼 |
| Taurus Asset Management, LLC | 3,558 | $79.3 萬 | 0.08% | 00.0% | 不變 |
| Thomasville National Bank | 3,569 | $79.5 萬 | 0.08% | 00.0% | 不變 |
| White Lighthouse Investment Management Inc. | 3,574 | $79.6 萬 | 0.20% | 00.0% | 不變 |
| Jump Financial, LLC | 3,577 | $79.7 萬 | 0.03% | −5,594−61.0% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 3,578 | $79.7 萬 | 0.22% | +24+0.7% | 加碼 |
| Mizuho Securities USA LLC | 3,584 | $79.9 萬 | 0.11% | −8,778−71.0% | 減碼 |
| Cynosure Management, LLC | 3,600 | $80.2 萬 | 0.65% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 3,604 | $80.3 萬 | 0.04% | −3,300−47.8% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 3,613 | $80.5 萬 | 0.18% | +677+23.1% | 加碼 |
| SignalPoint Asset Management, LLC | 3,620 | $80.7 萬 | 0.26% | −92−2.5% | 減碼 |
| Assetmark, Inc | 3,627 | $80.8 萬 | 0.00% | +1,766+94.9% | 加碼 |
| Delta Investment Management, LLC | 3,632 | $80.9 萬 | 0.24% | −10.0% | 減碼 |
| Kaizen Financial Strategies | 3,631 | $80.9 萬 | 0.63% | +459+14.5% | 加碼 |
| Exane Derivatives | 3,637 | $81.0 萬 | 0.23% | −86−2.3% | 減碼 |
| CoreCap Advisors, LLC | 3,638 | $81.1 萬 | 0.06% | −2,262−38.3% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,640 | $81.1 萬 | 0.32% | +3,640 | 新進 |
| Lindbrook Capital, LLC | 3,650 | $81.3 萬 | 0.13% | +2,048+127.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,660 | $81.6 萬 | 0.06% | −100−2.7% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,616 | $81.6 萬 | 0.06% | +2,164+149.0% | 加碼 |
| Laird Norton Trust Company, LLC | 3,672 | $81.8 萬 | 0.07% | −110−2.9% | 減碼 |
| Circle Wealth Management, LLC | 3,673 | $81.8 萬 | 0.11% | +5+0.1% | 加碼 |
| J. W. Coons Advisors, LLC | 3,680 | $81.9 萬 | 0.24% | +1,100+42.6% | 加碼 |
| Roman Butler Fullerton & Co | 3,682 | $82.0 萬 | 0.39% | +31+0.8% | 加碼 |
| American National Registered Investment Advisor, Inc. | 3,696 | $82.4 萬 | 0.29% | −157−4.1% | 減碼 |
| Rehmann Capital Advisory Group | 3,702 | $82.5 萬 | 0.08% | +36+1.0% | 加碼 |
| Monticello Wealth Management, LLC | 3,705 | $82.6 萬 | 0.08% | 00.0% | 不變 |
| Stiles Financial Services Inc | 3,706 | $82.6 萬 | 0.41% | +102+2.8% | 加碼 |
| Fortem Financial Group, LLC | 3,710 | $82.7 萬 | 0.36% | +340+10.1% | 加碼 |
| Flputnam Investment Management Co | 3,723 | $82.9 萬 | 0.03% | +107+3.0% | 加碼 |
| Patton Albertson Miller Group, LLC | 3,723 | $83.0 萬 | 0.14% | +660+21.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 3,724 | $83.0 萬 | 0.06% | +855+29.8% | 加碼 |
| B. Riley Wealth Management, Inc. | 3,736 | $83.2 萬 | 0.06% | −2,450−39.6% | 減碼 |
| GPS Wealth Strategies Group, LLC | 3,734 | $83.2 萬 | 0.19% | −220−5.6% | 減碼 |
| Ancora Advisors, LLC | 3,734 | $83.2 萬 | 0.02% | −80−2.1% | 減碼 |
| Montecito Bank & Trust | 3,741 | $83.3 萬 | 0.16% | +200+5.6% | 加碼 |
| Royal Fund Management, LLC | 3,769 | $83.9 萬 | 0.12% | +412+12.3% | 加碼 |
| South State Corp. | 3,776 | $84.1 萬 | 0.07% | +589+18.5% | 加碼 |
| Seeyond | 3,784 | $84.3 萬 | 0.08% | +722+23.6% | 加碼 |
| Source Financial Advisors LLC | 3,787 | $84.4 萬 | 0.25% | +1,259+49.8% | 加碼 |
| Horizon Wealth Management, LLC | 3,801 | $84.7 萬 | 0.26% | −3,148−45.3% | 減碼 |
| Charles Schwab Trust Co | 3,800 | $84.7 萬 | 0.15% | −173−4.4% | 減碼 |
| US Asset Management LLC | 3,802 | $84.7 萬 | 0.78% | 00.0% | 不變 |
| Courier Capital LLC | 3,810 | $84.9 萬 | 0.08% | 00.0% | 不變 |
| DuPont Capital Management Corp | 3,811 | $84.9 萬 | 0.03% | +847+28.6% | 加碼 |
| Farmers National Bank | 3,829 | $85.3 萬 | 0.30% | −307−7.4% | 減碼 |
| Xcel Wealth Management, LLC | 3,834 | $85.4 萬 | 0.23% | −100−2.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,834 | $85.4 萬 | 0.07% | +349+10.0% | 加碼 |
| Nwam LLC | 3,836 | $85.5 萬 | 0.07% | −162−4.1% | 減碼 |
| Penobscot Wealth Management | 3,839 | $85.5 萬 | 0.77% | +1,843+92.3% | 加碼 |
| SNS Financial Group, LLC | 3,842 | $85.6 萬 | 0.10% | +10.0% | 加碼 |
| 44 Wealth Management LLC | 3,843 | $85.6 萬 | 0.31% | +38+1.0% | 加碼 |
| Cordasco Financial Network | 3,874 | $86.3 萬 | 0.56% | +69+1.8% | 加碼 |
| Barrett Asset Management, LLC | 3,874 | $86.3 萬 | 0.04% | +584+17.8% | 加碼 |
| Virtue Capital Management, LLC | 3,874 | $86.3 萬 | 0.14% | +1,022+35.8% | 加碼 |
| Menard Financial Group LLC | 3,878 | $86.4 萬 | 0.85% | −389−9.1% | 減碼 |
| SlateStone Wealth, LLC | 3,882 | $86.5 萬 | 0.19% | +3,882 | 新進 |
| Gilbert & Cook, Inc. | 3,922 | $87.4 萬 | 0.14% | +231+6.3% | 加碼 |
| Aspen Investment Management Inc | 3,928 | $87.5 萬 | 0.46% | −30−0.8% | 減碼 |
| Crawford Investment Counsel Inc | 3,929 | $87.5 萬 | 0.02% | +1,251+46.7% | 加碼 |
| Norwood Financial Corp | 3,930 | $87.6 萬 | 1.27% | +325+9.0% | 加碼 |
| Gradient Investments LLC | 3,936 | $87.7 萬 | 0.02% | +169+4.5% | 加碼 |
| Texas Capital Bancshares Inc | 3,948 | $87.9 萬 | 0.53% | +438+12.5% | 加碼 |
| Harbor Investment Advisory, LLC | 3,944 | $87.9 萬 | 0.12% | +585+17.4% | 加碼 |