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 |
|---|---|---|---|---|---|
| Holloway Wealth Management, LLC | – | $550.5 萬 | 1.57% | – | – |
| Monte Financial Group, LLC | 24,926 | $555.4 萬 | 2.96% | +263+1.1% | 加碼 |
| Pinnacle Financial Partners Inc | 25,070 | $558.7 萬 | 0.18% | +3,412+15.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 25,276 | $563.2 萬 | 0.14% | −18,261−41.9% | 減碼 |
| Coldstream Capital Management Inc | 25,305 | $563.8 萬 | 0.19% | −70.0% | 減碼 |
| Achmea Investment Management B.V. | 25,458 | $567.2 萬 | 0.15% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 25,549 | $569.3 萬 | 2.57% | −375−1.4% | 減碼 |
| Cutler Group LP | 25,563 | $569.5 萬 | 0.53% | +10,598+70.8% | 加碼 |
| Voloridge Investment Management, LLC | 25,823 | $575.4 萬 | 0.03% | −211,885−89.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 25,848 | $576.0 萬 | 0.13% | +90.0% | 加碼 |
| Miracle Mile Advisors, LLC | 25,869 | $576.4 萬 | 0.25% | +5,333+26.0% | 加碼 |
| Valeo Financial Advisors, LLC | 25,925 | $577.7 萬 | 0.30% | +12,862+98.5% | 加碼 |
| American National Bank | 25,956 | $578.4 萬 | 1.15% | −2,015−7.2% | 減碼 |
| Waycross Partners, LLC | 25,957 | $578.4 萬 | 3.37% | +13,673+111.3% | 加碼 |
| Northwest Investment Counselors, LLC | 25,969 | $578.6 萬 | 1.53% | −258−1.0% | 減碼 |
| Signet Financial Management, LLC | 26,186 | $583.5 萬 | 0.98% | +4,266+19.5% | 加碼 |
| Independent Wealth Network Inc. | 26,334 | $586.8 萬 | 3.73% | +121+0.5% | 加碼 |
| Silver Oak Securities, Inc | 27,081 | $587.7 萬 | 1.19% | +27,081 | 新進 |
| Cetera Advisors LLC | 26,523 | $591.0 萬 | 0.12% | −446−1.7% | 減碼 |
| Essex Investment Management Co LLC | 26,839 | $598.0 萬 | 0.75% | −3,004−10.1% | 減碼 |
| HRT Financial LP | 26,840 | $598.0 萬 | 0.04% | +16,796+167.2% | 加碼 |
| Swarthmore Group Inc | 26,992 | $601.4 萬 | 1.54% | −279−1.0% | 減碼 |
| Avantax Advisory Services, Inc. | 27,043 | $601.7 萬 | 0.08% | +4,593+20.5% | 加碼 |
| Farmers & Merchants Investments Inc | 27,393 | $610.4 萬 | 0.23% | +517+1.9% | 加碼 |
| Geneos Wealth Management Inc. | 27,663 | $616.3 萬 | 0.26% | −487−1.7% | 減碼 |
| Koshinski Asset Management, Inc. | 27,667 | $616.5 萬 | 0.51% | +798+3.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,666 | $616.5 萬 | 0.03% | +4,000+16.9% | 加碼 |
| Sigma Investment Counselors Inc | 27,679 | $616.7 萬 | 0.44% | +30+0.1% | 加碼 |
| Spinnaker Trust | 27,724 | $617.8 萬 | 0.42% | −265−0.9% | 減碼 |
| Kinneret Advisory, LLC | 27,733 | $617.9 萬 | 0.68% | +620+2.3% | 加碼 |
| Permanens Capital L.P. | 27,783 | $619.1 萬 | 0.96% | −11,495−29.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 27,856 | $620.7 萬 | 0.06% | +1,911+7.4% | 加碼 |
| Squarepoint Ops LLC | 27,899 | $621.6 萬 | 0.05% | −105,934−79.2% | 減碼 |
| First Financial Bank - Trust Division | 27,945 | $622.6 萬 | 0.66% | +1,226+4.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 28,159 | $627.5 萬 | 0.10% | +28,159 | 新進 |
| Leonteq Securities AG | 28,213 | $628.6 萬 | 0.28% | −18,698−39.9% | 減碼 |
| Regentatlantic Capital LLC | 28,235 | $629.1 萬 | 0.18% | +476+1.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 28,555 | $636.2 萬 | 0.06% | −2,639−8.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 28,595 | $637.2 萬 | 0.32% | +748+2.7% | 加碼 |
| Virginia Retirement Systems Et Al | 29,000 | $646.2 萬 | 0.06% | 00.0% | 不變 |
| Simmons Bank | 29,116 | $648.7 萬 | 0.49% | +2,256+8.4% | 加碼 |
| Pacer Advisors, Inc. | 29,304 | $653.0 萬 | 0.05% | −488−1.6% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 29,324 | $653.4 萬 | 0.21% | +3,121+11.9% | 加碼 |
| Kanawha Capital Management LLC | 29,514 | $657.6 萬 | 0.58% | +1,172+4.1% | 加碼 |
| Cullinan Associates Inc | 29,593 | $659.4 萬 | 0.35% | +5,961+25.2% | 加碼 |
| Eagle Global Advisors LLC | 29,647 | $660.6 萬 | 0.41% | +746+2.6% | 加碼 |
| TRH Financial, LLC | 29,718 | $662.2 萬 | 1.94% | +29,718 | 新進 |
| Welch & Forbes LLC | 29,754 | $663.0 萬 | 0.10% | −70−0.2% | 減碼 |
| L & S Advisors Inc | 29,787 | $663.7 萬 | 0.79% | +5,426+22.3% | 加碼 |
| Fayez Sarofim & Co | 29,827 | $664.6 萬 | 0.02% | +4,539+17.9% | 加碼 |
| Advisory Services Network, LLC | 29,930 | $666.9 萬 | 0.20% | −333−1.1% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 30,109 | $670.9 萬 | 0.36% | +4,977+19.8% | 加碼 |
| German American Bancorp, Inc. | 30,160 | $672.0 萬 | 0.98% | +27,949+1,264.1% | 加碼 |
| Synovus Financial Corp | 30,374 | $677.2 萬 | 0.07% | +802+2.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 31,199 | $688.8 萬 | 0.09% | +1,881+6.4% | 加碼 |
| Consolidated Capital Management, LLC | 31,270 | $696.8 萬 | 3.15% | −381−1.2% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 31,400 | $699.7 萬 | 0.45% | +31,400 | 新進 |
| Welch Group, LLC | 31,412 | $699.9 萬 | 0.40% | +2,996+10.5% | 加碼 |
| New Mexico Educational Retirement Board | 31,502 | $701.9 萬 | 0.26% | −1,900−5.7% | 減碼 |
| Dodge & Cox | 31,507 | $702.0 萬 | 0.00% | −450−1.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 31,578 | $703.6 萬 | 0.06% | −46,718−59.7% | 減碼 |
| Cannell Peter B & Co Inc | 31,744 | $707.3 萬 | 0.21% | −25−0.1% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 31,896 | $710.7 萬 | 0.61% | +83+0.3% | 加碼 |
| Brookstone Capital Management | 33,048 | $714.0 萬 | 0.14% | −66−0.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 32,092 | $715.0 萬 | 0.26% | +264+0.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 32,545 | $725.2 萬 | 0.32% | +6,624+25.6% | 加碼 |
| Banque Cantonale Vaudoise | 32,896 | $733.1 萬 | 0.32% | −861−2.6% | 減碼 |
| Oak Harvest Investment Services | 33,007 | $735.5 萬 | 1.82% | +2,698+8.9% | 加碼 |
| Sigma Planning Corp | 33,202 | $739.8 萬 | 0.22% | −4,000−10.8% | 減碼 |
| Metropolitan Life Insurance Co | 33,383 | $743.8 萬 | 0.27% | −50,220−60.1% | 減碼 |
| Anderson Hoagland & Co | 33,728 | $751.5 萬 | 0.97% | −236−0.7% | 減碼 |
| Capitolis Advisors LLC | 34,191 | $761.8 萬 | 0.38% | −173,426−83.5% | 減碼 |
| Shelter Mutual Insurance Co | 34,200 | $762.1 萬 | 2.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 34,445 | $767.5 萬 | 0.30% | +512+1.5% | 加碼 |
| Kentucky Retirement Systems | 34,480 | $768.3 萬 | 0.31% | +1,988+6.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 34,930 | $778.3 萬 | 0.18% | −21,210−37.8% | 減碼 |
| Bogart Wealth, LLC | 34,974 | $779.3 萬 | 0.67% | +4,477+14.7% | 加碼 |
| Gluskin Sheff & Assoc Inc | 35,219 | $784.7 萬 | 0.34% | −338−1.0% | 減碼 |
| Parsons Capital Management Inc | 35,425 | $789.3 萬 | 0.60% | −62−0.2% | 減碼 |
| Guggenheim Capital LLC | 35,537 | $791.9 萬 | 0.05% | −44,792−55.8% | 減碼 |
| Louisiana State Employees Retirement System | 34,100 | $801.6 萬 | 0.19% | +200+0.6% | 加碼 |
| Wolverine Trading, LLC | 36,338 | $810.6 萬 | 0.24% | +574+1.6% | 加碼 |
| LS Investment Advisors, LLC | 36,402 | $811.1 萬 | 1.29% | +30,360+502.5% | 加碼 |
| Steel Peak Wealth Management LLC | 36,467 | $812.6 萬 | 0.49% | +26,384+261.7% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 36,517 | $813.7 萬 | 0.91% | +49+0.1% | 加碼 |
| Wealthfront Advisers LLC | 36,957 | $823.5 萬 | 0.04% | −8,344−18.4% | 減碼 |
| Prospera Financial Services Inc | 36,981 | $824.3 萬 | 0.35% | +7,859+27.0% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 37,719 | $840.5 萬 | 1.86% | +37,719 | 新進 |
| Churchill Management Corp | 38,250 | $852.3 萬 | 0.15% | +165+0.4% | 加碼 |
| Dowling & Yahnke LLC | 38,460 | $857.0 萬 | 0.37% | −1,696−4.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 38,699 | $862.3 萬 | 0.08% | −1,684−4.2% | 減碼 |
| Atwater Malick LLC | 38,950 | $867.9 萬 | 4.19% | +810+2.1% | 加碼 |
| CBOE Vest Financial, LLC | 39,135 | $872.0 萬 | 1.58% | +5,245+15.5% | 加碼 |
| Pittenger & Anderson Inc | 39,140 | $872.1 萬 | 0.43% | +292+0.8% | 加碼 |
| Allied Investment Advisors, LLC | 40,480 | $902.0 萬 | 2.94% | +2,417+6.3% | 加碼 |
| Charter Trust Co | 40,547 | $903.4 萬 | 0.81% | −988−2.4% | 減碼 |
| Prio Wealth Limited Partnership | 40,895 | $911.2 萬 | 0.30% | −168−0.4% | 減碼 |
| Noesis Capital Mangement Corp | 41,152 | $916.9 萬 | 2.21% | +4,167+11.3% | 加碼 |
| Element Capital Management LLC | 41,211 | $918.3 萬 | 4.59% | +41,211 | 新進 |
| Capital Investment Advisors, LLC | 41,317 | $920.6 萬 | 0.28% | +482+1.2% | 加碼 |