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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 2,178 | $48.5 萬 | 0.07% | −277−11.3% | 減碼 |
| Hills Bank & Trust Co | 2,179 | $48.5 萬 | 0.07% | −210−8.8% | 減碼 |
| Compton Capital Management Inc | 2,200 | $49.0 萬 | 0.14% | −50−2.2% | 減碼 |
| Tolleson Wealth Management, Inc. | 2,200 | $49.0 萬 | 0.15% | 00.0% | 不變 |
| Summit Financial, LLC | 2,200 | $49.0 萬 | 0.04% | +44+2.0% | 加碼 |
| Evanson Asset Management, LLC | 2,205 | $49.1 萬 | 0.05% | 00.0% | 不變 |
| NCM Capital Management, LLC | 2,205 | $49.1 萬 | 0.31% | +5+0.2% | 加碼 |
| Heron Financial Group, LLC | 2,201 | $49.1 萬 | 0.26% | −8−0.4% | 減碼 |
| MQS Management LLC | 2,219 | $49.4 萬 | 0.40% | +2,219 | 新進 |
| Smith Anglin Financial, LLC | 2,221 | $49.5 萬 | 0.11% | +110+5.2% | 加碼 |
| Intersect Capital LLC | 2,227 | $49.6 萬 | 0.10% | −236−9.6% | 減碼 |
| Johnson Financial Group, Inc. | 2,225 | $49.6 萬 | 0.04% | +167+8.1% | 加碼 |
| Bensler, LLC | 2,228 | $49.6 萬 | 0.10% | +2,228 | 新進 |
| Delphia (USA) Inc. | 2,229 | $49.7 萬 | 0.37% | −763−25.5% | 減碼 |
| Riverwater Partners LLC | 2,229 | $49.7 萬 | 0.82% | +38+1.7% | 加碼 |
| Northwest Bancshares, Inc. | 2,229 | $49.7 萬 | 0.10% | +335+17.7% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,373 | $49.9 萬 | 0.07% | −90−3.7% | 減碼 |
| Warther Private Wealth, LLC | 2,272 | $49.9 萬 | 0.33% | +737+48.0% | 加碼 |
| Athena Investment Management | 2,238 | $50.0 萬 | 0.39% | +2,238 | 新進 |
| Alps Advisors Inc | 2,254 | $50.2 萬 | 0.01% | −1,672−42.6% | 減碼 |
| Goepper Burkhardt LLC | 2,260 | $50.4 萬 | 0.31% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,266 | $50.5 萬 | 0.34% | 00.0% | 不變 |
| Chicago Trust Co NA | 2,270 | $50.6 萬 | 0.11% | −8,261−78.4% | 減碼 |
| Advisors Management Group Inc | 2,275 | $50.7 萬 | 0.17% | +120+5.6% | 加碼 |
| TrinityPoint Wealth, LLC | 2,276 | $50.7 萬 | 0.09% | +408+21.8% | 加碼 |
| C2C Wealth Management, LLC | 2,165 | $50.8 萬 | 0.09% | +560+34.9% | 加碼 |
| Summit Financial Strategies, Inc. | 2,284 | $50.9 萬 | 0.10% | −36−1.6% | 減碼 |
| Capital Planning Advisors, LLC | 2,286 | $50.9 萬 | 0.11% | +120+5.5% | 加碼 |
| Lester Murray Antman dba SimplyRich | 2,292 | $51.0 萬 | 0.18% | −3,878−62.9% | 減碼 |
| Mechanics Financial Corp | 2,300 | $51.2 萬 | 0.26% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 2,305 | $51.3 萬 | 0.03% | −8−0.3% | 減碼 |
| Norway Savings Bank | 2,302 | $51.3 萬 | 0.23% | +1,325+135.6% | 加碼 |
| Montag A & Associates Inc | 2,315 | $51.6 萬 | 0.03% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 2,328 | $51.9 萬 | 0.36% | +8+0.3% | 加碼 |
| Hotaling Investment Management, LLC | 2,330 | $51.9 萬 | 0.20% | +2,330 | 新進 |
| Foundations Investment Advisors, LLC | 2,286 | $52.1 萬 | 0.02% | −41−1.8% | 減碼 |
| Fundamentun, LLC | 2,340 | $52.2 萬 | 0.09% | +177+8.2% | 加碼 |
| Summit Wealth Partners, LLC | 2,343 | $52.2 萬 | 0.12% | 00.0% | 不變 |
| Taylor Hoffman Wealth Management | 2,346 | $52.3 萬 | 0.21% | −427−15.4% | 減碼 |
| Fort Sheridan Advisors LLC | 2,345 | $52.3 萬 | 0.15% | +270+13.0% | 加碼 |
| First Affirmative Financial Network | 2,351 | $52.4 萬 | 0.50% | +46+2.0% | 加碼 |
| Wayfinding Financial, LLC | 2,448 | $52.5 萬 | 0.44% | +170+7.5% | 加碼 |
| Garner Asset Management Corp | 2,359 | $52.6 萬 | 0.21% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 2,371 | $52.8 萬 | 0.29% | +80+3.5% | 加碼 |
| Benjamin Edwards Inc | 2,371 | $52.8 萬 | 0.15% | +610+34.6% | 加碼 |
| Tarbox Family Office, Inc. | 2,385 | $53.1 萬 | 0.11% | −79−3.2% | 減碼 |
| Raleigh Capital Management Inc. | 2,389 | $53.2 萬 | 0.29% | +2,346+5,455.8% | 加碼 |
| Day & Ennis, LLC | 2,396 | $53.4 萬 | 0.18% | +2+0.1% | 加碼 |
| Regent Investment Management LLC | 2,400 | $53.5 萬 | 0.12% | +100+4.3% | 加碼 |
| Clarus Group, Inc. | 2,403 | $53.5 萬 | 0.36% | +503+26.5% | 加碼 |
| Ocean Capital Management, LLC | 2,400 | $53.9 萬 | 0.22% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 2,425 | $54.0 萬 | 0.14% | −794−24.7% | 減碼 |
| Wedmont Private Capital | 2,451 | $54.1 萬 | 0.12% | +182+8.0% | 加碼 |
| Stephens Consulting, LLC | 2,451 | $54.6 萬 | 0.45% | −310−11.2% | 減碼 |
| First Citizens Financial Corp | 2,454 | $54.7 萬 | 0.41% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 2,460 | $54.8 萬 | 0.01% | −29−1.2% | 減碼 |
| Claris Advisors, LLC | 2,479 | $55.2 萬 | 0.59% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 2,492 | $55.5 萬 | 0.49% | +200+8.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 2,495 | $55.6 萬 | 0.05% | −457−15.5% | 減碼 |
| First National Bank of Hutchinson | 2,496 | $55.6 萬 | 0.32% | +31+1.3% | 加碼 |
| Corton Capital Inc. | 2,495 | $55.6 萬 | 0.24% | +2,495 | 新進 |
| 180 Wealth Advisors, LLC | 2,405 | $55.8 萬 | 0.12% | −11−0.5% | 減碼 |
| Seelaus Asset Management LLC | 2,511 | $56.0 萬 | 0.33% | −150−5.6% | 減碼 |
| IFG Advisory, LLC | 2,517 | $56.0 萬 | 0.06% | +376+17.6% | 加碼 |
| Hexagon Capital Partners LLC | 2,519 | $56.1 萬 | 0.15% | +10.0% | 加碼 |
| W Advisors, LLC | 2,537 | $56.6 萬 | 0.43% | +203+8.7% | 加碼 |
| Concord Wealth Partners | 2,544 | $56.7 萬 | 0.15% | +50+2.0% | 加碼 |
| Landaas & Co | 2,751 | $56.9 萬 | 0.30% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 2,554 | $56.9 萬 | 0.31% | +80+3.2% | 加碼 |
| Heritage Wealth Advisors | 2,556 | $57.0 萬 | 0.03% | −30−1.2% | 減碼 |
| Bordeaux Wealth Advisors LLC | 2,557 | $57.0 萬 | 0.31% | +44+1.8% | 加碼 |
| Fractal Investments LLC | 2,581 | $57.5 萬 | 0.17% | −10−0.4% | 減碼 |
| Castleark Management LLC | 2,590 | $57.7 萬 | 0.02% | −950−26.8% | 減碼 |
| Mather Group, LLC. | 2,592 | $57.7 萬 | 0.01% | +165+6.8% | 加碼 |
| Security National Bank | 2,597 | $57.9 萬 | 0.13% | −200−7.2% | 減碼 |
| Windsor Capital Management, LLC | 2,602 | $57.9 萬 | 0.18% | −18−0.7% | 減碼 |
| Bank of Nova Scotia Trust Co | 2,598 | $57.9 萬 | 0.05% | −4−0.2% | 減碼 |
| Perpetual Investment Management Ltd | 2,600 | $57.9 萬 | 0.07% | 00.0% | 不變 |
| Pine Haven Investment Counsel, Inc | 2,604 | $58.0 萬 | 0.57% | +10.0% | 加碼 |
| Mendel Money Management | 2,607 | $58.1 萬 | 0.28% | +2,607 | 新進 |
| CPR Investments Inc. | 2,636 | $58.7 萬 | 0.49% | −158−5.7% | 減碼 |
| PrairieView Partners, LLC | 2,641 | $58.8 萬 | 0.08% | −706−21.1% | 減碼 |
| Kozak & Associates, Inc. | 2,778 | $58.8 萬 | 0.38% | 00.0% | 不變 |
| Zhang Financial LLC | 2,650 | $59.0 萬 | 0.10% | +134+5.3% | 加碼 |
| Maven Securities LTD | 2,651 | $59.1 萬 | 0.12% | −5,704−68.3% | 減碼 |
| Sawtooth Solutions, LLC | 2,651 | $59.1 萬 | 0.07% | −2,733−50.8% | 減碼 |
| Opes Wealth Management LLC | 2,666 | $59.4 萬 | 0.19% | 00.0% | 不變 |
| Platform Technology Partners | 2,669 | $59.5 萬 | 0.29% | +229+9.4% | 加碼 |
| 9258 Wealth Management, LLC | 2,676 | $59.6 萬 | 0.14% | +251+10.4% | 加碼 |
| Tobam | 2,675 | $59.6 萬 | 0.03% | +940+54.2% | 加碼 |
| Northstar Group, Inc. | 2,681 | $59.8 萬 | 0.14% | −375−12.3% | 減碼 |
| Capstone Financial Advisors, Inc. | 2,684 | $59.8 萬 | 0.04% | 00.0% | 不變 |
| Founders Financial Securities LLC | 2,690 | $59.9 萬 | 0.11% | −470−14.9% | 減碼 |
| Quadrant Private Wealth Management, LLC | 2,690 | $59.9 萬 | 0.22% | −400−12.9% | 減碼 |
| Rossmore Private Capital | 2,693 | $60.0 萬 | 0.09% | 00.0% | 不變 |
| MONECO Advisors, LLC | 2,713 | $60.4 萬 | 0.22% | +70+2.6% | 加碼 |
| LCNB Corp | 2,717 | $60.5 萬 | 0.28% | 00.0% | 不變 |
| Kore Private Wealth LLC | 2,717 | $60.5 萬 | 0.08% | +81+3.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,723 | $60.7 萬 | 0.01% | +183+7.2% | 加碼 |
| Toth Financial Advisory Corp | 2,723 | $60.7 萬 | 0.09% | −10−0.4% | 減碼 |