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 |
|---|---|---|---|---|---|
| Harfst & Associates, Inc. | 7,249 | $161.5 萬 | 0.38% | +576+8.6% | 加碼 |
| WealthPLAN Partners, LLC | 7,665 | $161.4 萬 | 0.11% | +68+0.9% | 加碼 |
| WealthPlan Investment Management, LLC | 7,665 | $161.4 萬 | 0.11% | +7,665 | 新進 |
| Strategic Financial Services, Inc, | 7,236 | $161.2 萬 | 0.12% | −117−1.6% | 減碼 |
| Bahl & Gaynor Inc | 7,218 | $160.8 萬 | 0.01% | −232−3.1% | 減碼 |
| Papp L Roy & Associates | 7,210 | $160.7 萬 | 0.20% | +15+0.2% | 加碼 |
| Centaurus Financial, Inc. | 7,193 | $160.3 萬 | 0.13% | +950+15.2% | 加碼 |
| Change Path, LLC | 7,173 | $159.8 萬 | 0.08% | +3,626+102.2% | 加碼 |
| Cross Staff Investments Inc | 7,163 | $159.6 萬 | 1.48% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 7,136 | $159.0 萬 | 0.02% | +943+15.2% | 加碼 |
| Oak Asset Management, LLC | 7,076 | $157.7 萬 | 0.62% | −6−0.1% | 減碼 |
| Valley Brook Capital Group | 7,080 | $157.7 萬 | 1.36% | +615+9.5% | 加碼 |
| Gables Capital Management Inc. | 7,050 | $157.1 萬 | 0.99% | 00.0% | 不變 |
| Main Street Research LLC | 7,015 | $156.3 萬 | 0.15% | −107−1.5% | 減碼 |
| CAPROCK Group, Inc. | 7,013 | $156.3 萬 | 0.15% | +110+1.6% | 加碼 |
| Investors Asset Management of Georgia Inc | 7,010 | $156.2 萬 | 0.79% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 7,000 | $156.0 萬 | 0.03% | −798,899−99.1% | 減碼 |
| Coastline Trust Co | 6,995 | $155.9 萬 | 0.19% | +90+1.3% | 加碼 |
| HBK Sorce Advisory LLC | 6,945 | $154.7 萬 | 0.08% | −3,227−31.7% | 減碼 |
| MidWestOne Financial Group, Inc. | 6,922 | $154.2 萬 | 0.33% | −117−1.7% | 減碼 |
| Graypoint LLC | 6,907 | $153.9 萬 | 0.15% | +1,634+31.0% | 加碼 |
| Parallel Advisors, LLC | 6,891 | $153.7 萬 | 0.06% | −8−0.1% | 減碼 |
| Epoch Investment Partners, Inc. | 6,896 | $153.7 萬 | 0.01% | +6,896 | 新進 |
| Diamant Asset Management, Inc. | 6,875 | $153.2 萬 | 1.17% | −300−4.2% | 減碼 |
| DFPG Investments, LLC | 6,653 | $153.0 萬 | 0.60% | +1,404+26.7% | 加碼 |
| BCM Advisors, LLC | 7,000 | $151.7 萬 | 0.40% | 00.0% | 不變 |
| Ar Asset Management Inc | 6,800 | $151.5 萬 | 0.38% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 6,800 | $151.5 萬 | 0.08% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 6,793 | $151.4 萬 | 0.03% | +175+2.6% | 加碼 |
| Confluence Wealth Services, Inc. | 6,790 | $151.3 萬 | 0.55% | −59−0.9% | 減碼 |
| Hilton Capital Management, LLC | 6,783 | $151.1 萬 | 0.16% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 6,750 | $150.4 萬 | 0.02% | +10.0% | 加碼 |
| AMG National Trust Bank | 6,747 | $150.3 萬 | 0.05% | 00.0% | 不變 |
| Smith, Moore & Co. | 6,711 | $149.5 萬 | 0.20% | −4−0.1% | 減碼 |
| Atlantic Trust, LLC | 6,698 | $149.3 萬 | 0.99% | 00.0% | 不變 |
| Southern Capital Advisors, LLC | 6,693 | $149.1 萬 | 1.02% | −39−0.6% | 減碼 |
| Titleist Asset Management, Ltd. | 6,669 | $148.6 萬 | 0.30% | +3,246+94.8% | 加碼 |
| Legacy Bridge, LLC | 6,660 | $148.4 萬 | 0.87% | 00.0% | 不變 |
| Haverford Trust Co | 6,658 | $148.4 萬 | 0.02% | +893+15.5% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 6,621 | $147.5 萬 | 1.34% | +250+3.9% | 加碼 |
| Stone Point Wealth LLC | 6,680 | $146.6 萬 | 0.82% | +2,034+43.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 6,775 | $146.1 萬 | 0.09% | +109+1.6% | 加碼 |
| NVWM, LLC | 6,559 | $146.1 萬 | 0.46% | +5,959+993.2% | 加碼 |
| Thomas White International Ltd | 6,542 | $145.8 萬 | 0.24% | 00.0% | 不變 |
| RE Dickinson Investment Advisors, LLC | 6,542 | $145.8 萬 | 0.99% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 6,522 | $145.3 萬 | 0.12% | +22+0.3% | 加碼 |
| Wintrust Investments LLC | 6,496 | $144.8 萬 | 0.14% | +650+11.1% | 加碼 |
| Winton Group Ltd | 6,494 | $144.7 萬 | 0.08% | −4,007−38.2% | 減碼 |
| Boston Private Wealth LLC | 6,491 | $144.6 萬 | 0.02% | +301+4.9% | 加碼 |
| Affinity Investment Advisors, LLC | 6,482 | $144.4 萬 | 0.59% | +6,482 | 新進 |
| Maltin Wealth Management, Inc. | 6,455 | $143.8 萬 | 0.95% | +1,888+41.3% | 加碼 |
| Fort Point Capital Partners LLC | 6,450 | $143.7 萬 | 0.22% | +35+0.5% | 加碼 |
| RNC Capital Management LLC | 6,405 | $142.7 萬 | 0.07% | +1,315+25.8% | 加碼 |
| Cahill Financial Advisors Inc | 6,385 | $142.2 萬 | 0.27% | +129+2.1% | 加碼 |
| Rational Advisors LLC | 6,369 | $141.9 萬 | 0.08% | −2,483−28.1% | 減碼 |
| StoneX Group Inc. | 6,299 | $140.3 萬 | 0.11% | +1,352+27.3% | 加碼 |
| Parsec Financial Management, Inc. | 6,263 | $139.6 萬 | 0.06% | +3,500+126.7% | 加碼 |
| WBH Advisory Inc | 6,549 | $139.1 萬 | 0.17% | −400−5.8% | 減碼 |
| Fort Pitt Capital Group, LLC | 6,241 | $139.1 萬 | 0.05% | −537−7.9% | 減碼 |
| Mattern Wealth Management LLC | 6,225 | $138.7 萬 | 0.45% | −6−0.1% | 減碼 |
| Essex Savings Bank | 6,218 | $138.6 萬 | 0.46% | −29−0.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 6,198 | $138.1 萬 | 0.64% | −25−0.4% | 減碼 |
| Deseret Mutual Benefit Administrators | 6,185 | $137.8 萬 | 0.28% | −896−12.7% | 減碼 |
| Orleans Capital Management Corp | 6,155 | $137.1 萬 | 0.85% | +330+5.7% | 加碼 |
| Silverlake Wealth Management LLC | 6,151 | $137.1 萬 | 0.78% | +638+11.6% | 加碼 |
| We Are One Seven, LLC | 6,138 | $136.8 萬 | 0.15% | +230+3.9% | 加碼 |
| Pathstone Family Office, LLC | 5,985 | $135.3 萬 | 0.03% | −822−12.1% | 減碼 |
| Lavaca Capital LLC | 6,020 | $134.1 萬 | 0.57% | −3,500−36.8% | 減碼 |
| Citizens Financial Group Inc | 6,016 | $134.0 萬 | 0.05% | −1,297−17.7% | 減碼 |
| Brookfield Asset Management Inc. | 6,012 | $134.0 萬 | 0.01% | +6,012 | 新進 |
| Jaffetilchin Investment Partners, LLC | 6,591 | $133.8 萬 | 0.16% | +303+4.8% | 加碼 |
| American National Insurance Co | 6,000 | $133.7 萬 | 0.36% | −1,340−18.3% | 減碼 |
| NorthRock Partners, LLC | 5,984 | $133.3 萬 | 0.12% | +1,277+27.1% | 加碼 |
| Checchi Capital Advisers, LLC | 5,979 | $133.2 萬 | 0.14% | +570+10.5% | 加碼 |
| World Equity Group, Inc. | 5,976 | $133.1 萬 | 0.29% | +5,976 | 新進 |
| Amarillo National Bank | 5,973 | $133.1 萬 | 0.26% | −803−11.9% | 減碼 |
| First National Bank Sioux Falls | 5,970 | $133.0 萬 | 1.39% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 5,956 | $132.7 萬 | 0.55% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 5,957 | $132.7 萬 | 0.10% | +601+11.2% | 加碼 |
| Siena Capital LLC | 5,928 | $132.1 萬 | 0.75% | −953−13.8% | 減碼 |
| Private Asset Management Inc | 5,912 | $131.7 萬 | 0.18% | −710−10.7% | 減碼 |
| Toroso Investments, LLC | 5,907 | $131.6 萬 | 0.04% | −17,648−74.9% | 減碼 |
| Beaton Management Co. Inc. | 5,903 | $131.5 萬 | 0.81% | +20+0.3% | 加碼 |
| Symmetry Partners, LLC | 5,895 | $131.4 萬 | 0.08% | 00.0% | 不變 |
| Sequent Asset Management, LLC | 5,891 | $131.2 萬 | 0.77% | +1,279+27.7% | 加碼 |
| Harvest Volatility Management LLC | 5,885 | $131.1 萬 | 0.15% | +2,712+85.5% | 加碼 |
| AIA Group Ltd | 5,862 | $130.6 萬 | 0.06% | +4,083+229.5% | 加碼 |
| Sunflower Bank, N.A. | 5,857 | $130.5 萬 | 0.18% | 00.0% | 不變 |
| Wade G W & Inc | 5,850 | $130.3 萬 | 0.06% | +136+2.4% | 加碼 |
| True North Advisors, LLC | 5,844 | $130.2 萬 | 0.35% | −2,500−30.0% | 減碼 |
| Duality Advisers, LP | 5,809 | $129.4 萬 | 0.14% | +5,809 | 新進 |
| Palumbo Wealth Management LLC | 5,788 | $129.0 萬 | 0.83% | +80+1.4% | 加碼 |
| Ritholtz Wealth Management | 5,790 | $129.0 萬 | 0.09% | +638+12.4% | 加碼 |
| Duff & Phelps Investment Management Co | 5,775 | $128.7 萬 | 0.01% | 00.0% | 不變 |
| Donoghue Forlines LLC | 5,778 | $128.7 萬 | 0.28% | +449+8.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 5,767 | $128.5 萬 | 0.21% | −4,607−44.4% | 減碼 |
| Inspire Advisors, LLC | 5,741 | $127.9 萬 | 0.36% | +160+2.9% | 加碼 |
| M Holdings Securities, Inc. | 5,730 | $127.7 萬 | 0.10% | +5,730 | 新進 |
| Verition Fund Management LLC | 5,714 | $127.3 萬 | 0.02% | −17,925−75.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 5,702 | $127.1 萬 | 0.14% | −124−2.1% | 減碼 |