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 |
|---|---|---|---|---|---|
| Frontier Wealth Management LLC | 12,901 | $279.6 萬 | 0.03% | +953+8.0% | 加碼 |
| Costello Asset Management, INC | 12,589 | $280.5 萬 | 1.92% | −4,170−24.9% | 減碼 |
| BLB&B Advisors, LLC | 12,598 | $280.7 萬 | 0.19% | −800−6.0% | 減碼 |
| Savant Capital, LLC | 12,627 | $281.3 萬 | 0.09% | +435+3.6% | 加碼 |
| Bailard, Inc. | 12,636 | $281.6 萬 | 0.09% | −347−2.7% | 減碼 |
| Laurion Capital Management LP | 12,647 | $281.8 萬 | 0.07% | −1,459−10.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 12,733 | $283.7 萬 | 0.19% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 12,755 | $284.2 萬 | 0.28% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 12,763 | $284.3 萬 | 0.10% | +942+8.0% | 加碼 |
| Wright Investors Service Inc | 12,780 | $284.8 萬 | 0.71% | +260+2.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 12,790 | $284.9 萬 | 0.62% | −5,790−31.2% | 減碼 |
| Ci Investments Inc. | 12,872 | $286.8 萬 | 0.01% | −3,518−21.5% | 減碼 |
| Trustcore Financial Services, LLC | 12,880 | $287.0 萬 | 0.25% | +1,051+8.9% | 加碼 |
| Pinnacle Holdings, LLC | 12,934 | $288.2 萬 | 1.13% | +1,199+10.2% | 加碼 |
| Avitas Wealth Management LLC | 12,986 | $289.4 萬 | 0.52% | +12,986 | 新進 |
| Ally Financial Inc. | 13,000 | $289.7 萬 | 0.33% | 00.0% | 不變 |
| Trust Co of Toledo NA | 13,019 | $290.1 萬 | 0.45% | −15−0.1% | 減碼 |
| Brinker Capital Investments, LLC | 13,098 | $291.9 萬 | 0.04% | +143+1.1% | 加碼 |
| Logan Capital Management Inc | 13,240 | $295.0 萬 | 0.14% | +25+0.2% | 加碼 |
| NEIRG Wealth Management, LLC | 13,246 | $295.2 萬 | 0.58% | −305−2.3% | 減碼 |
| Richard Bernstein Advisors LLC | 13,294 | $296.2 萬 | 0.06% | 00.0% | 不變 |
| Greenleaf Trust | 13,304 | $296.4 萬 | 0.04% | +518+4.1% | 加碼 |
| OPSEU Pension Plan Trust Fund | 13,268 | $298.8 萬 | 0.71% | +629+5.0% | 加碼 |
| KMG Fiduciary Partners, LLC | 13,409 | $298.8 萬 | 0.48% | +2,917+27.8% | 加碼 |
| McMillion Capital Management Inc | 13,484 | $300.5 萬 | 1.86% | −1,308−8.8% | 減碼 |
| Hixon Zuercher, LLC | 13,699 | $305.2 萬 | 1.64% | +574+4.4% | 加碼 |
| Arrow Financial Corp | 13,722 | $305.7 萬 | 0.37% | +430+3.2% | 加碼 |
| Wetherby Asset Management Inc | 13,782 | $307.1 萬 | 0.18% | +208+1.5% | 加碼 |
| Kinloch Capital, LLC | 13,789 | $307.2 萬 | 1.84% | +411+3.1% | 加碼 |
| Money Concepts Capital Corp | 13,809 | $307.7 萬 | 0.17% | −59−0.4% | 減碼 |
| Blue Edge Capital, LLC | 13,837 | $308.3 萬 | 0.62% | +30+0.2% | 加碼 |
| Shelton Capital Management | 13,843 | $308.4 萬 | 0.11% | −3,500−20.2% | 減碼 |
| KG&L Capital Management,LLC | 13,854 | $308.7 萬 | 1.29% | −61−0.4% | 減碼 |
| North Star Investment Management Corp. | 13,893 | $309.6 萬 | 0.24% | −322−2.3% | 減碼 |
| HC Financial Advisors Inc | 13,946 | $310.7 萬 | 1.85% | 00.0% | 不變 |
| Mitchell Capital Management Co | 13,985 | $311.6 萬 | 0.70% | +411+3.0% | 加碼 |
| K.J. Harrison & Partners Inc | 14,000 | $311.9 萬 | 0.50% | 00.0% | 不變 |
| Hennessy Advisors Inc | 14,000 | $311.9 萬 | 0.16% | +14,000 | 新進 |
| Gould Capital, LLC | 14,032 | $312.7 萬 | 2.25% | −1,347−8.8% | 減碼 |
| Cerity Partners LLC | 15,351 | $313.2 萬 | 0.05% | +1,727+12.7% | 加碼 |
| Essex Financial Services, Inc. | 14,203 | $316.5 萬 | 0.30% | −2,203−13.4% | 減碼 |
| Panagora Asset Management Inc | 14,307 | $318.8 萬 | 0.02% | +5,054+54.6% | 加碼 |
| Interval Partners, LP | 14,488 | $322.8 萬 | 0.24% | −37,786−72.3% | 減碼 |
| Investment Management of Virginia LLC | 14,503 | $323.1 萬 | 0.57% | +691+5.0% | 加碼 |
| Ogorek Anthony Joseph | 14,535 | $323.8 萬 | 1.33% | +1,286+9.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 14,609 | $325.5 萬 | 0.06% | +429+3.0% | 加碼 |
| EagleClaw Capital Managment, LLC | 14,850 | $330.9 萬 | 0.76% | +262+1.8% | 加碼 |
| Griffin Asset Management, Inc. | 14,942 | $332.9 萬 | 0.43% | +1,230+9.0% | 加碼 |
| Brown Brothers Harriman & Co | 14,955 | $333.2 萬 | 0.02% | −67−0.4% | 減碼 |
| Iowa State Bank | 14,971 | $333.6 萬 | 0.77% | +756+5.3% | 加碼 |
| Karp Capital Management Corp | 14,977 | $333.7 萬 | 0.49% | +14,977 | 新進 |
| Clearbridge Investments, LLC | 14,990 | $334.0 萬 | 0.00% | +5,560+59.0% | 加碼 |
| RBF Capital, LLC | 15,000 | $334.2 萬 | 0.21% | 00.0% | 不變 |
| Resolute Capital Asset Partners LLC | 15,000 | $334.2 萬 | 2.13% | +15,000 | 新進 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $334.2 萬 | 0.91% | 00.0% | 不變 |
| Country Club Bank | 15,003 | $334.6 萬 | 0.29% | +15,003 | 新進 |
| Webster Bank, N. A. | 15,102 | $336.5 萬 | 0.39% | +484+3.3% | 加碼 |
| Eukles Asset Management | 15,110 | $336.7 萬 | 1.83% | −125−0.8% | 減碼 |
| CWM, LLC | 15,137 | $337.3 萬 | 0.02% | +445+3.0% | 加碼 |
| Roundview Capital LLC | 15,161 | $337.8 萬 | 0.35% | +66+0.4% | 加碼 |
| Lido Advisors, LLC | 15,180 | $338.2 萬 | 0.06% | −16−0.1% | 減碼 |
| Stamos Capital Partners, L.P. | 15,200 | $338.7 萬 | 1.13% | +10,300+210.2% | 加碼 |
| AlphaCrest Capital Management LLC | 15,274 | $340.3 萬 | 0.19% | −6,997−31.4% | 減碼 |
| Vestcor Inc | 15,298 | $340.9 萬 | 0.12% | +8,541+126.4% | 加碼 |
| Stoneridge Investment Partners LLC | 15,358 | $342.2 萬 | 1.61% | +1,350+9.6% | 加碼 |
| Lake Street Advisors Group, LLC | 15,386 | $342.8 萬 | 0.22% | +375+2.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 15,447 | $344.2 萬 | 0.21% | +461+3.1% | 加碼 |
| Spire Wealth Management | 15,354 | $344.4 萬 | 0.09% | −3,582−18.9% | 減碼 |
| IndexIQ Advisors LLC | 15,565 | $346.9 萬 | 0.12% | +2,963+23.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 15,610 | $347.8 萬 | 0.08% | +149+1.0% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 15,620 | $348.1 萬 | 1.68% | −4,297−21.6% | 減碼 |
| Sandy Spring Bank | 15,766 | $351.3 萬 | 0.18% | +380+2.5% | 加碼 |
| Kempner Capital Management Inc. | 15,792 | $351.9 萬 | 1.93% | +5,941+60.3% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 15,840 | $353.0 萬 | 0.02% | −21,389−57.5% | 減碼 |
| Monument Capital Management | 15,891 | $354.1 萬 | 1.15% | +370+2.4% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,959 | $355.6 萬 | 0.53% | −48−0.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 15,967 | $355.8 萬 | 0.32% | +1,739+12.2% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 16,056 | $357.7 萬 | 1.25% | +100+0.6% | 加碼 |
| Sargent Bickham Lagudis LLC | 16,102 | $358.8 萬 | 0.28% | +15,145+1,582.5% | 加碼 |
| Sciencast Management LP | 16,668 | $359.0 萬 | 0.82% | +16,668 | 新進 |
| Next Century Growth Investors LLC | 16,231 | $361.6 萬 | 0.36% | +136+0.8% | 加碼 |
| Williams Jones Wealth Management, LLC. | 16,340 | $364.1 萬 | 0.05% | +513+3.2% | 加碼 |
| Pallas Capital Advisors LLC | 15,990 | $364.3 萬 | 0.47% | −444−2.7% | 減碼 |
| Silvercrest Asset Management Group LLC | 16,513 | $367.9 萬 | 0.02% | −329−2.0% | 減碼 |
| Malaga Cove Capital, LLC | 16,516 | $368.0 萬 | 1.69% | −53−0.3% | 減碼 |
| Intact Investment Management Inc. | 16,600 | $369.9 萬 | 0.09% | 00.0% | 不變 |
| Canandaigua National Corp | 16,678 | $371.6 萬 | 0.57% | −338−2.0% | 減碼 |
| DT Investment Partners, LLC | 16,722 | $372.6 萬 | 0.48% | +1,643+10.9% | 加碼 |
| Abbrea Capital, LLC | 16,811 | $374.6 萬 | 0.52% | +245+1.5% | 加碼 |
| Central Bank & Trust Co | 16,904 | $376.7 萬 | 0.60% | −1,301−7.1% | 減碼 |
| Stonnington Group, LLC | 17,545 | $379.1 萬 | 0.91% | +330+1.9% | 加碼 |
| Mutual Advisors, LLC | 17,083 | $380.6 萬 | 0.21% | −508−2.9% | 減碼 |
| Stillwater Investment Management, LLC | 17,092 | $380.8 萬 | 0.96% | +96+0.6% | 加碼 |
| ICA Group Wealth Management, LLC | 17,033 | $380.9 萬 | 0.72% | +17,033 | 新進 |
| FRG Family Wealth Advisors LLC | 17,390 | $387.5 萬 | 0.75% | +129+0.7% | 加碼 |
| Hodges Capital Management Inc. | 17,396 | $387.6 萬 | 0.31% | +745+4.5% | 加碼 |
| Raymond James Trust N.A. | 17,448 | $388.8 萬 | 0.12% | +1,833+11.7% | 加碼 |
| Loveless Wealth Management LLC | 17,480 | $389.5 萬 | 2.20% | −135−0.8% | 減碼 |
| Drexel Morgan & Co. | 17,522 | $390.4 萬 | 1.14% | 00.0% | 不變 |
| Palladium Partners LLC | 17,637 | $393.0 萬 | 0.17% | +360+2.1% | 加碼 |