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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 4,591 | $102.3 萬 | 0.31% | +1,941+73.2% | 加碼 |
| RFG Advisory, LLC | 4,586 | $102.2 萬 | 0.07% | −159−3.4% | 減碼 |
| Providence First Trust Co | 4,579 | $102.0 萬 | 0.49% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 4,580 | $102.0 萬 | 0.28% | +4,580 | 新進 |
| Fund Management at Engine No. 1 LLC | 4,579 | $102.0 萬 | 0.26% | +4,579 | 新進 |
| Quad-Cities Investment Group, LLC | 4,562 | $101.7 萬 | 0.65% | +1,068+30.6% | 加碼 |
| Davis R M Inc | 4,565 | $101.7 萬 | 0.02% | +1,200+35.7% | 加碼 |
| Optimum Investment Advisors | 4,530 | $100.9 萬 | 0.43% | −15−0.3% | 減碼 |
| Asset Allocation & Management Company, LLC | 4,527 | $100.9 萬 | 0.36% | 00.0% | 不變 |
| Westhampton Capital, LLC | 4,525 | $100.8 萬 | 0.65% | +200+4.6% | 加碼 |
| TD Ameritrade Investment Management, LLC | 4,523 | $100.8 萬 | 0.01% | +215+5.0% | 加碼 |
| Am Investment Strategies LLC | 4,487 | $100.0 萬 | 0.27% | +79+1.8% | 加碼 |
| Vigilant Capital Management, LLC | 4,475 | $99.7 萬 | 0.08% | −253−5.4% | 減碼 |
| Choate Investment Advisors | 4,472 | $99.6 萬 | 0.05% | −1,135−20.2% | 減碼 |
| Select Asset Management & Trust | 4,472 | $99.6 萬 | 0.85% | +2,200+96.8% | 加碼 |
| F3Logic, LLC | 4,421 | $99.5 萬 | 0.15% | −8,858−66.7% | 減碼 |
| Widmann Financial Services, Inc. | 4,448 | $99.1 萬 | 0.88% | +211+5.0% | 加碼 |
| CRA Financial Services, LLC | 4,432 | $98.8 萬 | 0.30% | +950+27.3% | 加碼 |
| West Oak Capital, LLC | 4,430 | $98.7 萬 | 0.45% | −90−2.0% | 減碼 |
| LexAurum Advisors, LLC | 4,421 | $98.5 萬 | 0.32% | +1,466+49.6% | 加碼 |
| Adviser Investments LLC | 4,382 | $97.6 萬 | 0.06% | +152+3.6% | 加碼 |
| JFS Wealth Advisors, LLC | 4,374 | $97.5 萬 | 0.09% | +121+2.8% | 加碼 |
| FourThought Financial, LLC | 4,347 | $96.9 萬 | 0.12% | −397−8.4% | 減碼 |
| Burke & Herbert Bank & Trust Co | 4,348 | $96.9 萬 | 0.62% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 4,337 | $96.6 萬 | 0.63% | +137+3.3% | 加碼 |
| RS Crum Inc. | 4,305 | $95.9 萬 | 0.54% | 00.0% | 不變 |
| Sit Investment Associates Inc | 4,300 | $95.8 萬 | 0.03% | 00.0% | 不變 |
| Quantinno Capital Management LP | 4,289 | $95.6 萬 | 0.15% | −1,060−19.8% | 減碼 |
| Sentry Investment Management LLC | 4,291 | $95.6 萬 | 0.30% | −722−14.4% | 減碼 |
| Solstein Capital, LLC | 4,269 | $95.1 萬 | 0.63% | 00.0% | 不變 |
| Cypress Capital Group | 4,254 | $94.8 萬 | 0.12% | +7+0.2% | 加碼 |
| Argent Advisors, Inc. | 4,249 | $94.7 萬 | 0.51% | −3,388−44.4% | 減碼 |
| Birinyi Associates Inc | 4,250 | $94.7 萬 | 0.33% | +250+6.3% | 加碼 |
| Sutton Wealth Advisors Inc. | 4,243 | $94.5 萬 | 0.33% | +33+0.8% | 加碼 |
| Birch Hill Investment Advisors LLC | 4,214 | $93.9 萬 | 0.05% | 00.0% | 不變 |
| Northwest Quadrant Wealth Management, LLC | 4,250 | $93.8 萬 | 0.26% | −284−6.3% | 減碼 |
| FinTrust Capital Advisors, LLC | 4,205 | $93.7 萬 | 0.22% | +100+2.4% | 加碼 |
| WMS Partners, LLC | 4,207 | $93.7 萬 | 0.13% | +675+19.1% | 加碼 |
| Navellier & Associates Inc | 4,200 | $93.6 萬 | 0.16% | −200−4.5% | 減碼 |
| Southeast Asset Advisors Inc. | 4,186 | $93.3 萬 | 0.12% | +9+0.2% | 加碼 |
| Lantz Financial LLC | 4,177 | $93.1 萬 | 0.38% | +10.0% | 加碼 |
| Credit Agricole S A | 4,172 | $93.0 萬 | 0.03% | −12,336−74.7% | 減碼 |
| Kercheville Advisors, LLC | 4,175 | $93.0 萬 | 0.44% | +100+2.5% | 加碼 |
| Amussen Hunsaker Associates LLC | 4,194 | $92.9 萬 | 0.21% | −19−0.5% | 減碼 |
| BancorpSouth Bank | 4,173 | $92.9 萬 | 0.12% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 4,165 | $92.8 萬 | 0.51% | +1,054+33.9% | 加碼 |
| RMB Capital Management, LLC | 4,160 | $92.7 萬 | 0.03% | −9−0.2% | 減碼 |
| Golden State Wealth Management, LLC | 4,154 | $92.6 萬 | 0.18% | +415+11.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,147 | $92.4 萬 | 0.03% | −291−6.6% | 減碼 |
| Vident Investment Advisory, LLC | 4,156 | $92.4 萬 | 0.02% | −171−4.0% | 減碼 |
| Flaharty Asset Management, LLC | 4,135 | $92.1 萬 | 0.17% | −500−10.8% | 減碼 |
| Chicago Capital, LLC | 4,135 | $92.1 萬 | 0.04% | 00.0% | 不變 |
| Old Mission Investment Co LLC | 4,132 | $92.1 萬 | 0.34% | +265+6.9% | 加碼 |
| Fairview Capital Investment Management, LLC | 4,112 | $91.6 萬 | 0.06% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 4,113 | $91.6 萬 | 0.19% | +2,488+153.1% | 加碼 |
| Rockland Trust Co | 4,104 | $91.5 萬 | 0.06% | +1,756+74.8% | 加碼 |
| IVC Wealth Advisors LLC | 4,090 | $91.1 萬 | 0.60% | +95+2.4% | 加碼 |
| TRUE Private Wealth Advisors | 4,086 | $90.9 萬 | 0.13% | −27−0.7% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 4,075 | $90.8 萬 | 0.68% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 4,071 | $90.7 萬 | 0.12% | −86−2.1% | 減碼 |
| Visionary Wealth Advisors | 4,062 | $90.5 萬 | 0.07% | +221+5.8% | 加碼 |
| Bridges Investment Management Inc | 4,050 | $90.2 萬 | 0.03% | 00.0% | 不變 |
| Puzo Michael J | 4,025 | $89.7 萬 | 0.27% | −450−10.1% | 減碼 |
| Washington Trust Co | 4,024 | $89.7 萬 | 0.04% | 00.0% | 不變 |
| Montis Financial, LLC | 4,016 | $89.5 萬 | 0.70% | −14−0.3% | 減碼 |
| Telos Capital Management, Inc. | 4,013 | $89.4 萬 | 0.12% | −80−2.0% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,013 | $89.4 萬 | 0.06% | +600+17.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,006 | $89.3 萬 | 0.16% | +150+3.9% | 加碼 |
| Saybrook Capital | 4,000 | $89.1 萬 | 0.24% | −300−7.0% | 減碼 |
| Cim Investment Mangement Inc | 3,997 | $89.1 萬 | 0.30% | −5−0.1% | 減碼 |
| Tompkins Financial Corp | 3,989 | $88.8 萬 | 0.13% | +3,314+491.0% | 加碼 |
| Werlinich Asset Management, LLC | 3,975 | $88.6 萬 | 0.67% | 00.0% | 不變 |
| Hancock Whitney Corp | 3,961 | $88.2 萬 | 0.03% | −340−7.9% | 減碼 |
| Hudson Valley Investment Advisors Inc | 3,956 | $88.1 萬 | 0.12% | −50−1.2% | 減碼 |
| Texas Capital Bancshares Inc | 3,948 | $87.9 萬 | 0.53% | +438+12.5% | 加碼 |
| Harbor Investment Advisory, LLC | 3,944 | $87.9 萬 | 0.12% | +585+17.4% | 加碼 |
| Gradient Investments LLC | 3,936 | $87.7 萬 | 0.02% | +169+4.5% | 加碼 |
| Norwood Financial Corp | 3,930 | $87.6 萬 | 1.27% | +325+9.0% | 加碼 |
| Aspen Investment Management Inc | 3,928 | $87.5 萬 | 0.46% | −30−0.8% | 減碼 |
| Crawford Investment Counsel Inc | 3,929 | $87.5 萬 | 0.02% | +1,251+46.7% | 加碼 |
| Gilbert & Cook, Inc. | 3,922 | $87.4 萬 | 0.14% | +231+6.3% | 加碼 |
| SlateStone Wealth, LLC | 3,882 | $86.5 萬 | 0.19% | +3,882 | 新進 |
| Menard Financial Group LLC | 3,878 | $86.4 萬 | 0.85% | −389−9.1% | 減碼 |
| Cordasco Financial Network | 3,874 | $86.3 萬 | 0.56% | +69+1.8% | 加碼 |
| Barrett Asset Management, LLC | 3,874 | $86.3 萬 | 0.04% | +584+17.8% | 加碼 |
| Virtue Capital Management, LLC | 3,874 | $86.3 萬 | 0.14% | +1,022+35.8% | 加碼 |
| SNS Financial Group, LLC | 3,842 | $85.6 萬 | 0.10% | +10.0% | 加碼 |
| 44 Wealth Management LLC | 3,843 | $85.6 萬 | 0.31% | +38+1.0% | 加碼 |
| Nwam LLC | 3,836 | $85.5 萬 | 0.07% | −162−4.1% | 減碼 |
| Penobscot Wealth Management | 3,839 | $85.5 萬 | 0.77% | +1,843+92.3% | 加碼 |
| Xcel Wealth Management, LLC | 3,834 | $85.4 萬 | 0.23% | −100−2.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,834 | $85.4 萬 | 0.07% | +349+10.0% | 加碼 |
| Farmers National Bank | 3,829 | $85.3 萬 | 0.30% | −307−7.4% | 減碼 |
| Courier Capital LLC | 3,810 | $84.9 萬 | 0.08% | 00.0% | 不變 |
| DuPont Capital Management Corp | 3,811 | $84.9 萬 | 0.03% | +847+28.6% | 加碼 |
| Horizon Wealth Management, LLC | 3,801 | $84.7 萬 | 0.26% | −3,148−45.3% | 減碼 |
| Charles Schwab Trust Co | 3,800 | $84.7 萬 | 0.15% | −173−4.4% | 減碼 |
| US Asset Management LLC | 3,802 | $84.7 萬 | 0.78% | 00.0% | 不變 |
| Source Financial Advisors LLC | 3,787 | $84.4 萬 | 0.25% | +1,259+49.8% | 加碼 |
| Seeyond | 3,784 | $84.3 萬 | 0.08% | +722+23.6% | 加碼 |