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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 5,706 | $127.1 萬 | 0.25% | +1,109+24.1% | 加碼 |
| Schnieders Capital Management LLC | 5,676 | $126.5 萬 | 0.30% | +339+6.4% | 加碼 |
| Kovack Advisors, Inc. | 5,664 | $126.1 萬 | 0.13% | +751+15.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 5,655 | $126.0 萬 | 0.18% | 00.0% | 不變 |
| Tempus Wealth Planning, LLC | 5,646 | $125.8 萬 | 0.89% | +346+6.5% | 加碼 |
| Financial Architects, Inc | 5,643 | $125.7 萬 | 0.18% | +930+19.7% | 加碼 |
| Convergence Investment Partners, LLC | 5,637 | $125.6 萬 | 0.65% | +24+0.4% | 加碼 |
| TKG Advisors, LLC | 5,601 | $124.8 萬 | 1.00% | +1,075+23.8% | 加碼 |
| First Foundation Advisors | 5,592 | $124.6 萬 | 0.04% | −601−9.7% | 減碼 |
| Laurel Wealth Advisors, Inc. | 5,584 | $124.5 萬 | 0.10% | −2,023−26.6% | 減碼 |
| St Germain D J Co Inc | 5,584 | $124.4 萬 | 0.07% | +82+1.5% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,580 | $124.2 萬 | 0.04% | +1,470+35.8% | 加碼 |
| Hoey Investments, Inc | 5,566 | $124.0 萬 | 0.35% | +1,122+25.2% | 加碼 |
| Clarius Group, LLC | 5,987 | $123.8 萬 | 0.10% | 00.0% | 不變 |
| Adams Chetwood Wealth Management LLC | 5,550 | $123.7 萬 | 0.70% | +17+0.3% | 加碼 |
| EP Wealth Advisors, LLC | 5,543 | $123.5 萬 | 0.03% | +140+2.6% | 加碼 |
| High Falls Advisors, Inc | 5,505 | $122.7 萬 | 0.33% | +4+0.1% | 加碼 |
| Barber Financial Group, Inc. | 5,501 | $122.6 萬 | 0.16% | −36−0.7% | 減碼 |
| Csenge Advisory Group | 5,502 | $122.6 萬 | 0.10% | +506+10.1% | 加碼 |
| Van Strum & Towne Inc. | 5,612 | $122.4 萬 | 0.46% | +128+2.3% | 加碼 |
| Cladis Investment Advisory, LLC | 5,483 | $122.2 萬 | 0.99% | +1,200+28.0% | 加碼 |
| Latitude Advisors, LLC | 5,446 | $121.4 萬 | 0.27% | +2,695+98.0% | 加碼 |
| Independent Financial Group, LLC | 5,443 | $121.3 萬 | 0.10% | +10+0.2% | 加碼 |
| Apollon Wealth Management, LLC | 5,420 | $120.8 萬 | 0.09% | −1,019−15.8% | 減碼 |
| Wolff Financial Management LLC | 5,413 | $120.6 萬 | 0.48% | 00.0% | 不變 |
| Eastern Bank | 5,418 | $120.6 萬 | 0.06% | +41+0.8% | 加碼 |
| CFM Wealth Partners LLC | 5,408 | $120.5 萬 | 0.29% | +100+1.9% | 加碼 |
| CPWM, LLC | 5,407 | $120.5 萬 | 0.09% | +158+3.0% | 加碼 |
| GoalVest Advisory LLC | 5,404 | $120.4 萬 | 0.68% | +5,404 | 新進 |
| Rothschild Investment Corp | 5,385 | $120.0 萬 | 0.09% | −85−1.6% | 減碼 |
| Garrison Point Advisors, LLC | 5,370 | $119.7 萬 | 0.84% | 00.0% | 不變 |
| Good Life Advisors, LLC | 5,367 | $119.6 萬 | 0.15% | +354+7.1% | 加碼 |
| Proequities, Inc. | 5,354 | $119.3 萬 | 0.09% | −1,645−23.5% | 減碼 |
| Howland Capital Management LLC | 5,345 | $119.1 萬 | 0.06% | +274+5.4% | 加碼 |
| AXS Investments LLC | 5,336 | $118.9 萬 | 0.47% | −19,464−78.5% | 減碼 |
| Byrne Asset Management LLC | 5,333 | $118.8 萬 | 0.74% | +430+8.8% | 加碼 |
| Edgestream Partners, L.P. | 5,325 | $118.7 萬 | 0.09% | +3,443+182.9% | 加碼 |
| Comerica Securities,inc. | 5,313 | $118.4 萬 | 0.08% | −187−3.4% | 減碼 |
| Princeton Global Asset Management LLC | 5,310 | $118.3 萬 | 0.33% | −525−9.0% | 減碼 |
| HM Payson & Co | 5,302 | $118.1 萬 | 0.03% | −88−1.6% | 減碼 |
| SOL Capital Management CO | 5,293 | $117.9 萬 | 0.21% | −200−3.6% | 減碼 |
| Financial Advisory Service, Inc. | 5,290 | $117.9 萬 | 0.11% | +968+22.4% | 加碼 |
| River & Mercantile Asset Management LLP | 5,290 | $117.9 萬 | 0.15% | +1,990+60.3% | 加碼 |
| Institute for Wealth Management, LLC. | 5,283 | $117.7 萬 | 0.19% | +96+1.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,245 | $116.9 萬 | 0.08% | +1,018+24.1% | 加碼 |
| FORA Capital, LLC | 5,219 | $116.4 萬 | 0.21% | +5,219 | 新進 |
| Arbor Trust Wealth Advisors, LLC | 5,210 | $116.1 萬 | 0.70% | −375−6.7% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,200 | $115.9 萬 | 0.02% | +2,395+85.4% | 加碼 |
| United Bank | 5,175 | $115.3 萬 | 0.15% | −3,600−41.0% | 減碼 |
| Braun Stacey Associates Inc | 5,160 | $115.0 萬 | 0.05% | −500−8.8% | 減碼 |
| Nations Financial Group Inc, | 5,132 | $114.4 萬 | 0.14% | +209+4.2% | 加碼 |
| Laffer Tengler Investments | 5,077 | $113.1 萬 | 0.34% | +1,077+26.9% | 加碼 |
| Legacy Wealth Asset Management, LLC | 5,076 | $113.1 萬 | 0.40% | +83+1.7% | 加碼 |
| PSI Advisors, LLC | 5,048 | $112.5 萬 | 0.46% | −1,585−23.9% | 減碼 |
| WD Rutherford LLC | 5,044 | $112.4 萬 | 0.64% | +425+9.2% | 加碼 |
| Pitcairn Co | 5,016 | $111.8 萬 | 0.10% | +2,630+110.2% | 加碼 |
| HYA Advisors, Inc | 5,014 | $111.7 萬 | 0.39% | +19+0.4% | 加碼 |
| Jade Capital Advisors, LLC | 5,003 | $111.5 萬 | 0.75% | +5,003 | 新進 |
| Quattro Financial Advisors LLC | 5,000 | $111.4 萬 | 0.38% | 00.0% | 不變 |
| HighTower Trust Services, LTA | 4,985 | $111.1 萬 | 0.11% | +68+1.4% | 加碼 |
| Zions Bancorporation, N.A. | 4,972 | $110.8 萬 | 0.10% | −399−7.4% | 減碼 |
| Personal Capital Advisors Corp | 4,936 | $110.0 萬 | 0.01% | −597−10.8% | 減碼 |
| Lifeworks Advisors, LLC | 4,913 | $109.5 萬 | 0.72% | +2,182+79.9% | 加碼 |
| River Wealth Advisors LLC | 4,902 | $109.2 萬 | 0.17% | +200+4.3% | 加碼 |
| CoreFirst Bank & Trust | 4,875 | $108.6 萬 | 0.74% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 4,855 | $108.2 萬 | 0.04% | +336+7.4% | 加碼 |
| IHT Wealth Management, LLC | 4,852 | $108.1 萬 | 0.08% | +111+2.3% | 加碼 |
| Summit Financial Group Inc | 4,847 | $108.0 萬 | 0.37% | +35+0.7% | 加碼 |
| Ingalls & Snyder LLC | 4,827 | $107.6 萬 | 0.05% | 00.0% | 不變 |
| Forum Financial Management, LP | 4,823 | $107.4 萬 | 0.05% | −108−2.2% | 減碼 |
| Patriot Investment Management Inc. | 4,797 | $106.9 萬 | 0.09% | +310+6.9% | 加碼 |
| Federated Hermes, Inc. | 4,785 | $106.6 萬 | 0.00% | −2,795−36.9% | 減碼 |
| Farmers Trust Co | 4,785 | $106.6 萬 | 0.23% | −900−15.8% | 減碼 |
| Arkadios Wealth Advisors | 4,785 | $106.6 萬 | 0.14% | −186−3.7% | 減碼 |
| Allen Capital Group, LLC | 4,786 | $106.6 萬 | 0.20% | +22+0.5% | 加碼 |
| Sargent Investment Group, LLC | 4,778 | $106.5 萬 | 0.27% | +1,138+31.3% | 加碼 |
| Continuum Advisory, LLC | 5,046 | $106.2 萬 | 0.20% | +3,535+234.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 4,766 | $106.1 萬 | 0.09% | −325−6.4% | 減碼 |
| Investment Partners, Ltd. | 4,764 | $106.1 萬 | 0.45% | +8+0.2% | 加碼 |
| Trustmark National Bank Trust Department | 4,762 | $106.1 萬 | 0.08% | +36+0.8% | 加碼 |
| Sonora Investment Management Group, LLC | 4,757 | $106.0 萬 | 0.12% | +211+4.6% | 加碼 |
| Loomis Sayles & Co L P | 4,739 | $105.6 萬 | 0.00% | −3,725−44.0% | 減碼 |
| FIL Ltd | 4,735 | $105.5 萬 | 0.00% | −10,112−68.1% | 減碼 |
| Investment House LLC | 4,728 | $105.3 萬 | 0.08% | −100−2.1% | 減碼 |
| Garde Capital, Inc. | 4,728 | $105.3 萬 | 0.11% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 4,712 | $105.0 萬 | 0.36% | 00.0% | 不變 |
| Dixon Hubard Feinour & Brown Inc | 4,710 | $104.9 萬 | 0.11% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 4,695 | $104.6 萬 | 0.19% | −27−0.6% | 減碼 |
| Narwhal Capital Management | 4,690 | $104.5 萬 | 0.12% | +4,690 | 新進 |
| SevenBridge Financial Group, LLC | 4,685 | $104.4 萬 | 0.37% | −928−16.5% | 減碼 |
| Biltmore Family Office, LLC | 4,662 | $103.9 萬 | 0.22% | −250−5.1% | 減碼 |
| Capital Investment Advisory Services, LLC | 4,652 | $103.6 萬 | 0.11% | +375+8.8% | 加碼 |
| Grandview Asset Management LLC | 4,638 | $103.4 萬 | 0.44% | +205+4.6% | 加碼 |
| Ballentine Partners, LLC | 4,625 | $103.1 萬 | 0.03% | +611+15.2% | 加碼 |
| Jackson Square Capital, LLC | 4,617 | $102.9 萬 | 0.32% | −35−0.8% | 減碼 |
| High Net Worth Advisory Group LLC | 4,617 | $102.9 萬 | 0.37% | +500+12.1% | 加碼 |
| Echo Street Capital Management LLC | 4,615 | $102.8 萬 | 0.01% | −6−0.1% | 減碼 |
| Bessemer Securities LLC | 4,603 | $102.6 萬 | 0.30% | +4,603 | 新進 |
| City State Bank | 4,591 | $102.3 萬 | 0.62% | +38+0.8% | 加碼 |
| NN Investment Partners Holdings N.V. | 4,595 | $102.3 萬 | 0.01% | +1,595+53.2% | 加碼 |