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 | 3,772 | $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 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 9,810 | $218.5 萬 | 0.15% | +112+1.2% | 加碼 |
| Truvestments Capital LLC | 9,819 | $218.8 萬 | 1.20% | −438−4.3% | 減碼 |
| Los Angeles Capital Management LLC | 9,839 | $219.2 萬 | 0.01% | +4,606+88.0% | 加碼 |
| Cumberland Advisors Inc | 9,850 | $219.5 萬 | 0.51% | +300+3.1% | 加碼 |
| Murphy Capital Management Inc | 9,867 | $219.8 萬 | 0.25% | −265−2.6% | 減碼 |
| 1st Source Bank | 9,866 | $219.9 萬 | 0.14% | +492+5.2% | 加碼 |
| Gotham Asset Management, LLC | 9,894 | $220.5 萬 | 0.07% | −41,267−80.7% | 減碼 |
| Members Capital Advisors Inc | 9,900 | $220.6 萬 | 1.42% | +1,392+16.4% | 加碼 |
| Capital Asset Advisory Services LLC | 9,911 | $220.8 萬 | 0.23% | +3,754+61.0% | 加碼 |
| Madison Asset Management, LLC | 9,953 | $221.8 萬 | 0.03% | −795−7.4% | 減碼 |
| Hoylecohen, LLC | 9,972 | $222.2 萬 | 0.19% | −173−1.7% | 減碼 |
| Donaldson Capital Management, LLC | 9,985 | $222.5 萬 | 0.10% | +678+7.3% | 加碼 |
| Guardian Investment Management | 10,057 | $222.6 萬 | 1.73% | +10,057 | 新進 |
| Mill Capital Management, LLC | 9,999 | $222.8 萬 | 0.21% | 00.0% | 不變 |
| MAI Capital Management | 10,015 | $223.2 萬 | 0.04% | +1,280+14.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 10,054 | $224.0 萬 | 0.47% | +823+8.9% | 加碼 |
| First Citizens Bank & Trust Co | 10,062 | $224.2 萬 | 0.09% | +980+10.8% | 加碼 |
| Modus Advisors, LLC | 10,078 | $224.6 萬 | 0.98% | +30+0.3% | 加碼 |
| LGT Group Foundation | 10,255 | $225.4 萬 | 0.05% | −2,650−20.5% | 減碼 |
| Berkshire Bank | 10,158 | $226.4 萬 | 0.54% | +4,419+77.0% | 加碼 |
| V Wealth Advisors LLC | 10,273 | $228.9 萬 | 0.37% | +681+7.1% | 加碼 |
| Holderness Investments Co | 10,277 | $229.0 萬 | 0.76% | +512+5.2% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,281 | $229.1 萬 | 0.08% | +10,281 | 新進 |
| CX Institutional | 10,285 | $229.2 萬 | 0.18% | +9,028+718.2% | 加碼 |
| Citizens National Bank Trust Department | 10,914 | $229.8 萬 | 0.92% | +185+1.7% | 加碼 |
| PFG Advisors | 10,331 | $230.2 萬 | 0.24% | +234+2.3% | 加碼 |
| Loudon Investment Management, LLC | 10,353 | $230.7 萬 | 1.52% | −140−1.3% | 減碼 |
| Whalerock Point Partners, LLC | 10,370 | $231.1 萬 | 0.82% | 00.0% | 不變 |
| Empirical Finance, LLC | 10,462 | $233.1 萬 | 0.26% | +1,093+11.7% | 加碼 |
| Radnor Capital Management, LLC | 10,467 | $233.2 萬 | 0.59% | +540+5.4% | 加碼 |
| Allworth Financial LP | 10,504 | $234.0 萬 | 0.03% | +1,536+17.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,518 | $234.4 萬 | 0.06% | +3,086+41.5% | 加碼 |
| Financial Advocates Investment Management | 10,540 | $234.8 萬 | 0.15% | −368−3.4% | 減碼 |
| Asset Management Group, Inc. | 10,580 | $235.8 萬 | 0.49% | +51+0.5% | 加碼 |
| Meiji Yasuda Life Insurance Co | 10,630 | $236.9 萬 | 0.04% | +1,493+16.3% | 加碼 |
| FLC Capital Advisors | 10,657 | $237.5 萬 | 0.67% | +617+6.1% | 加碼 |
| Resources Management Corp | 10,665 | $237.6 萬 | 0.33% | −100−0.9% | 減碼 |
| Inscription Capital, LLC | 10,679 | $238.0 萬 | 0.68% | −1,145−9.7% | 減碼 |
| Slow Capital, Inc. | 10,688 | $238.1 萬 | 0.44% | −2,369−18.1% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,697 | $238.3 萬 | 0.80% | −235−2.1% | 減碼 |
| Park Avenue Securities LLC | 10,747 | $239.5 萬 | 0.04% | +4,454+70.8% | 加碼 |
| HBK Investments L P | 10,749 | $239.5 萬 | 0.05% | +10,749 | 新進 |
| Moody National Bank Trust Division | 10,796 | $240.6 萬 | 0.07% | −1,497−12.2% | 減碼 |
| Strategic Advisors LLC | 10,832 | $241.3 萬 | 0.42% | +25+0.2% | 加碼 |
| Boyd Watterson Asset Management LLC | 10,853 | $241.8 萬 | 0.88% | +9+0.1% | 加碼 |
| Capital Investment Counsel, Inc | 10,858 | $241.9 萬 | 0.50% | −550−4.8% | 減碼 |
| Mystic Asset Management, Inc. | 10,860 | $241.9 萬 | 1.30% | +133+1.2% | 加碼 |
| Profund Advisors LLC | 10,879 | $242.4 萬 | 0.10% | −1,302−10.7% | 減碼 |
| Sumitomo Life Insurance Co | 10,882 | $242.5 萬 | 0.06% | −174−1.6% | 減碼 |
| Global Trust Asset Management, LLC | 10,890 | $242.6 萬 | 1.01% | +2,223+25.6% | 加碼 |
| Beck Capital Management, LLC | 10,998 | $245.1 萬 | 0.75% | +97+0.9% | 加碼 |
| Plimoth Trust Co LLC | 11,079 | $246.9 萬 | 0.66% | +1,679+17.9% | 加碼 |
| MV Capital Management, Inc. | 11,102 | $247.4 萬 | 0.37% | +153+1.4% | 加碼 |
| Boltwood Capital Management | 11,108 | $247.5 萬 | 0.96% | −139−1.2% | 減碼 |
| Jacobi Capital Management LLC | 11,133 | $248.0 萬 | 0.30% | +51+0.5% | 加碼 |
| Atlantic Union Bankshares Corp | 11,141 | $248.3 萬 | 0.22% | −297−2.6% | 減碼 |
| Alpha Cubed Investments, LLC | 11,194 | $249.4 萬 | 0.16% | +54+0.5% | 加碼 |
| Goelzer Investment Management, Inc. | 11,210 | $249.8 萬 | 0.22% | +836+8.1% | 加碼 |
| Horizon Investments, LLC | 11,355 | $251.8 萬 | 0.07% | +707+6.6% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 11,377 | $253.5 萬 | 1.06% | −2,372−17.3% | 減碼 |
| Spirit of America Management Corp | 11,375 | $253.5 萬 | 0.50% | +450+4.1% | 加碼 |
| Jupiter Wealth Management LLC | 11,392 | $253.8 萬 | 1.59% | +2,427+27.1% | 加碼 |
| King Luther Capital Management Corp | 11,412 | $254.3 萬 | 0.01% | +59+0.5% | 加碼 |
| Foster & Motley Inc | 11,449 | $255.1 萬 | 0.20% | −497−4.2% | 減碼 |
| Providence Wealth Advisors, LLC | 11,645 | $255.9 萬 | 1.65% | +91+0.8% | 加碼 |
| Whitener Capital Management, Inc. | 11,485 | $255.9 萬 | 0.96% | +115+1.0% | 加碼 |
| MEMBERS Trust Co | 11,490 | $256.0 萬 | 0.08% | −317−2.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 11,495 | $256.1 萬 | 0.06% | −750−6.1% | 減碼 |
| Capstone Investment Advisors, LLC | 11,539 | $257.1 萬 | 0.06% | −35,820−75.6% | 減碼 |
| Trust Co of Vermont | 11,566 | $257.7 萬 | 0.17% | −172−1.5% | 減碼 |
| Strategic Capital Advisers, Inc. | 11,581 | $258.0 萬 | 1.97% | −615−5.0% | 減碼 |
| Fluent Financial, LLC | 11,610 | $258.0 萬 | 1.06% | +351+3.1% | 加碼 |
| Viewpoint Capital Management LLC | 11,638 | $259.3 萬 | 2.00% | −120−1.0% | 減碼 |
| Segment Wealth Management, LLC | 11,659 | $259.8 萬 | 0.27% | −248−2.1% | 減碼 |
| Private Trust Co NA | 11,748 | $261.8 萬 | 0.41% | −235−2.0% | 減碼 |
| Evercore Wealth Management, LLC | 11,777 | $262.4 萬 | 0.05% | 00.0% | 不變 |
| Richelieu Gestion PLC | 11,775 | $262.4 萬 | 2.09% | +11,775 | 新進 |
| Mason Investment Advisory Services, Inc. | 11,838 | $263.8 萬 | 0.23% | +360+3.1% | 加碼 |
| Sandhill Capital Partners LLC | 11,886 | $264.8 萬 | 0.23% | +1,099+10.2% | 加碼 |
| Leavell Investment Management, Inc. | 11,905 | $265.3 萬 | 0.18% | +130+1.1% | 加碼 |
| Bowen Hanes & Co Inc | 11,939 | $266.0 萬 | 0.08% | +255+2.2% | 加碼 |
| Ellis Investment Partners, LLC | 11,961 | $266.5 萬 | 0.63% | +10,867+993.3% | 加碼 |
| Veriti Management LLC | 11,976 | $266.9 萬 | 0.32% | +1,084+10.0% | 加碼 |
| Sphera Funds Management Ltd. | 12,000 | $267.4 萬 | 0.45% | +12,000 | 新進 |
| Buckley Wealth Management, LLC | 12,007 | $267.5 萬 | 0.72% | +2,282+23.5% | 加碼 |
| Kingsview Wealth Management, LLC | 12,016 | $267.7 萬 | 0.12% | +1,348+12.6% | 加碼 |
| Cornerstone Wealth Group, LLC | 12,028 | $268.0 萬 | 0.49% | −5,832−32.7% | 減碼 |
| Anchor Investment Management, LLC | 12,035 | $268.2 萬 | 0.34% | +2,342+24.2% | 加碼 |
| Mission Creek Capital Partners, Inc. | 12,205 | $272.0 萬 | 0.73% | −562−4.4% | 減碼 |
| IFP Advisors, Inc | 29,572 | $273.0 萬 | 0.04% | +20,314+219.4% | 加碼 |
| Traynor Capital Management, Inc. | 12,320 | $274.5 萬 | 0.36% | +982+8.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 12,324 | $274.6 萬 | 0.20% | −87−0.7% | 減碼 |
| Cambridge Advisors Inc. | 12,367 | $275.6 萬 | 0.66% | +374+3.1% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 12,419 | $276.7 萬 | 0.56% | +186+1.5% | 加碼 |
| Studio Investment Management LLC | 12,425 | $276.9 萬 | 0.91% | +1,880+17.8% | 加碼 |
| Azimuth Capital Management LLC | 12,481 | $278.1 萬 | 0.12% | 00.0% | 不變 |
| Viking Fund Management LLC | 12,500 | $278.5 萬 | 0.63% | 00.0% | 不變 |
| Barbara Oil Co. | 12,500 | $278.5 萬 | 1.28% | 00.0% | 不變 |
| Pflug Koory, LLC | 12,510 | $278.7 萬 | 1.40% | +1,344+12.0% | 加碼 |
| Eudaimonia Partners, LLC | 12,519 | $279.0 萬 | 0.47% | +12,519 | 新進 |