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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 2,723 | $60.7 萬 | 0.01% | +183+7.2% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,805 | $60.9 萬 | 0.25% | +213+8.2% | 加碼 |
| Manchester Capital Management LLC | 2,736 | $61.0 萬 | 0.09% | −725−20.9% | 減碼 |
| Saxon Interests, Inc. | 2,746 | $61.2 萬 | 0.33% | −374−12.0% | 減碼 |
| Zeke Capital Advisors, LLC | 2,747 | $61.2 萬 | 0.03% | +2,747 | 新進 |
| Benin Management CORP | 2,756 | $61.4 萬 | 0.19% | 00.0% | 不變 |
| Carret Asset Management, LLC | 2,762 | $61.6 萬 | 0.07% | +250+10.0% | 加碼 |
| WESPAC Advisors SoCal, LLC | 2,775 | $61.8 萬 | 0.19% | +2,775 | 新進 |
| Perigon Wealth Management, LLC | 2,777 | $61.9 萬 | 0.04% | −310−10.0% | 減碼 |
| Aspiriant, LLC | 2,773 | $61.9 萬 | 0.03% | +83+3.1% | 加碼 |
| Girard Partners Ltd. | 2,783 | $62.0 萬 | 0.07% | −202−6.8% | 減碼 |
| Corundum Group, Inc. | 2,785 | $62.1 萬 | 0.58% | +121+4.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,796 | $62.3 萬 | 0.06% | +78+2.9% | 加碼 |
| Sippican Capital Advisors | 2,800 | $62.4 萬 | 0.52% | 00.0% | 不變 |
| Peavine Capital, LLC | 2,800 | $62.4 萬 | 0.12% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 2,800 | $62.4 萬 | 0.28% | +389+16.1% | 加碼 |
| Well Done, LLC | 2,810 | $62.6 萬 | 0.13% | −175−5.9% | 減碼 |
| MPS Loria Financial Planners, LLC | 2,812 | $62.6 萬 | 0.26% | +4+0.1% | 加碼 |
| 55I, LLC | 2,816 | $62.8 萬 | 0.01% | −112−3.8% | 減碼 |
| Avalon Investment & Advisory | 2,822 | $62.9 萬 | 0.02% | −43,985−94.0% | 減碼 |
| Mechanics Bank Trust Department | 2,822 | $62.9 萬 | 0.10% | −6−0.2% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 2,826 | $63.0 萬 | 0.12% | +259+10.1% | 加碼 |
| Clear Creek Financial Management, LLC | 2,826 | $63.0 萬 | 0.10% | +734+35.1% | 加碼 |
| VeraBank, N.A. | 2,835 | $63.1 萬 | 0.33% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 2,836 | $63.2 萬 | 0.13% | +932+48.9% | 加碼 |
| Ferris Capital, LLC | 2,843 | $63.3 萬 | 0.14% | +150+5.6% | 加碼 |
| HCR Wealth Advisors | 2,847 | $63.4 萬 | 0.10% | −54−1.9% | 減碼 |
| Martin Capital Advisors, LLP | 2,845 | $63.4 萬 | 0.43% | 00.0% | 不變 |
| Wealth Effects LLC | 2,848 | $63.5 萬 | 0.30% | +340+13.6% | 加碼 |
| Fulton Bank, N.A. | 2,855 | $63.6 萬 | 0.03% | +5+0.2% | 加碼 |
| Ballast, Inc. | 2,880 | $64.1 萬 | 0.25% | +47+1.7% | 加碼 |
| International Assets Investment Management, LLC | 2,885 | $64.3 萬 | 0.12% | −327−10.2% | 減碼 |
| Parcion Private Wealth LLC | 2,954 | $64.4 萬 | 0.06% | +58+2.0% | 加碼 |
| Nicolet Bankshares Inc | 2,890 | $64.4 萬 | 0.14% | −99−3.3% | 減碼 |
| BOK Financial Private Wealth, Inc. | 2,897 | $64.5 萬 | 0.05% | +329+12.8% | 加碼 |
| Boston Financial Mangement LLC | 2,905 | $64.7 萬 | 0.02% | +171+6.3% | 加碼 |
| Bath Savings Trust Co | 2,906 | $64.7 萬 | 0.07% | +351+13.7% | 加碼 |
| Intrust Bank NA | 2,906 | $64.7 萬 | 0.08% | +951+48.6% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,909 | $64.8 萬 | 0.04% | −59−2.0% | 減碼 |
| Peregrine Asset Advisers, Inc. | 2,920 | $65.1 萬 | 0.33% | −539−15.6% | 減碼 |
| Wealthspan Partners, LLC | 2,927 | $65.2 萬 | 0.59% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 2,926 | $65.3 萬 | 0.33% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 2,936 | $65.4 萬 | 0.10% | 00.0% | 不變 |
| DSC Advisors, L.P. | 2,935 | $65.4 萬 | 0.52% | +1,490+103.1% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 2,940 | $65.5 萬 | 0.63% | +71+2.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 2,953 | $65.8 萬 | 0.01% | −2,718−47.9% | 減碼 |
| Hilltop Holdings Inc. | 2,958 | $65.9 萬 | 0.07% | −1,933−39.5% | 減碼 |
| Cape Cod Five Cents Savings Bank | 2,973 | $66.3 萬 | 0.07% | −274−8.4% | 減碼 |
| Morse Asset Management, Inc | 2,974 | $66.3 萬 | 0.16% | +360+13.8% | 加碼 |
| CWA Asset Management Group, LLC | 2,989 | $66.6 萬 | 0.05% | +118+4.1% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $66.8 萬 | 0.22% | 00.0% | 不變 |
| Cito Capital Group, LLC | 3,000 | $66.8 萬 | 0.31% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 3,018 | $67.2 萬 | 0.16% | −330−9.9% | 減碼 |
| Quadrant Capital Group LLC | 3,029 | $67.5 萬 | 0.08% | +193+6.8% | 加碼 |
| Diligent Investors, LLC | 3,046 | $67.9 萬 | 0.20% | +126+4.3% | 加碼 |
| Clearstead Advisors, LLC | 3,048 | $67.9 萬 | 0.05% | +1,031+51.1% | 加碼 |
| Kavar Capital Partners Group, LLC | 3,048 | $67.9 萬 | 0.15% | +1,050+52.6% | 加碼 |
| Maryland Capital Management | 3,053 | $68.0 萬 | 0.04% | −234−7.1% | 減碼 |
| Arete Wealth Advisors, LLC | 3,055 | $68.1 萬 | 0.06% | +89+3.0% | 加碼 |
| Abacus Planning Group, Inc. | 3,061 | $68.2 萬 | 0.18% | +153+5.3% | 加碼 |
| Live Oak Private Wealth LLC | 3,081 | $68.7 萬 | 0.13% | +126+4.3% | 加碼 |
| GeoWealth Management, LLC | 3,085 | $68.8 萬 | 0.06% | +1,258+68.9% | 加碼 |
| First Heartland Consultants, Inc. | 3,093 | $68.9 萬 | 0.11% | +402+14.9% | 加碼 |
| Tiedemann Advisors, LLC | 3,109 | $69.2 萬 | 0.04% | +62+2.0% | 加碼 |
| First Western Trust Bank | 3,103 | $69.2 萬 | 0.04% | +3,103 | 新進 |
| Balentine LLC | 3,117 | $69.5 萬 | 0.02% | +870+38.7% | 加碼 |
| CCG Wealth Management, LLC | 3,121 | $69.5 萬 | 0.34% | +3,121 | 新進 |
| 626 Financial, LLC | 3,124 | $69.6 萬 | 0.45% | +46+1.5% | 加碼 |
| Founders Financial Alliance, LLC | 3,131 | $69.8 萬 | 0.31% | +22+0.7% | 加碼 |
| Evergreen Capital Management LLC | 3,131 | $69.8 萬 | 0.03% | +216+7.4% | 加碼 |
| Gray Wealth Management Inc. | 3,137 | $69.9 萬 | 0.36% | +261+9.1% | 加碼 |
| Willow Creek Wealth Management Inc. | 3,142 | $70.0 萬 | 0.14% | 00.0% | 不變 |
| Sweet Financial Partners, LLC | 3,142 | $70.0 萬 | 0.19% | +121+4.0% | 加碼 |
| Archer Investment Corp | 3,168 | $70.1 萬 | 0.25% | 00.0% | 不變 |
| Financial Management Network Inc | 3,179 | $70.2 萬 | 0.36% | +3+0.1% | 加碼 |
| DMG Group, LLC | 3,255 | $70.4 萬 | 0.79% | −491−13.1% | 減碼 |
| Pathway Financial Advisors LLC | 3,163 | $70.5 萬 | 0.26% | −100−3.1% | 減碼 |
| Somerville Kurt F | 3,165 | $70.5 萬 | 0.11% | +55+1.8% | 加碼 |
| CMG Global Holdings, LLC | 3,167 | $70.6 萬 | 0.58% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,184 | $70.9 萬 | 0.56% | +3,184 | 新進 |
| Applied Capital LLC | 3,221 | $71.8 萬 | 0.46% | −150−4.4% | 減碼 |
| Rollins Financial | 3,221 | $71.8 萬 | 0.21% | −22−0.7% | 減碼 |
| Security Financial Services, INC. | 3,227 | $71.9 萬 | 0.23% | −166−4.9% | 減碼 |
| CNB Bank | 3,248 | $72.3 萬 | 0.41% | +280+9.4% | 加碼 |
| XML Financial, LLC | 3,249 | $72.4 萬 | 0.09% | +107+3.4% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,264 | $72.7 萬 | 0.18% | −6−0.2% | 減碼 |
| Cardiff Park Advisors, LLC | 3,268 | $72.8 萬 | 0.10% | +84+2.6% | 加碼 |
| King Wealth | 3,272 | $72.9 萬 | 0.14% | +2+0.1% | 加碼 |
| Atwood & Palmer Inc | 3,283 | $73.2 萬 | 0.06% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 3,296 | $73.4 萬 | 0.35% | −100−2.9% | 減碼 |
| qPULA Trading Management LP | 3,299 | $73.5 萬 | 0.98% | +1,547+88.3% | 加碼 |
| Journey Advisory Group, LLC | 3,305 | $73.6 萬 | 0.19% | +184+5.9% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,306 | $73.7 萬 | 0.37% | −125−3.6% | 減碼 |
| Cozad Asset Management Inc | 3,309 | $73.7 萬 | 0.10% | +788+31.3% | 加碼 |
| First Command Financial Services, Inc. | 3,318 | $73.9 萬 | 0.10% | +43+1.3% | 加碼 |
| First Command Bank | 3,318 | $73.9 萬 | 0.10% | +233+7.6% | 加碼 |
| Warren Averett Asset Management, LLC | 3,319 | $74.0 萬 | 0.06% | +94+2.9% | 加碼 |
| Strategic Blueprint, LLC | 3,327 | $74.1 萬 | 0.09% | +299+9.9% | 加碼 |
| Trust Co | 3,332 | $74.2 萬 | 0.14% | −950−22.2% | 減碼 |
| Rafferty Asset Management, LLC | 3,335 | $74.3 萬 | 0.00% | −2,141−39.1% | 減碼 |