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 | 3,023 | $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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 62,412 | $1,391 萬 | 0.25% | −6,262−9.1% | 減碼 |
| KCM Investment Advisors LLC | 61,982 | $1,381 萬 | 0.51% | +1,765+2.9% | 加碼 |
| Whittier Trust Co | 61,731 | $1,375 萬 | 0.23% | +346+0.6% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 61,649 | $1,374 萬 | 0.48% | +11,162+22.1% | 加碼 |
| CIBC Asset Management Inc | 61,599 | $1,373 萬 | 0.05% | +6,590+12.0% | 加碼 |
| Lee Danner & Bass Inc | 61,245 | $1,365 萬 | 1.16% | −70−0.1% | 減碼 |
| Mercer Global Advisors Inc | 60,810 | $1,355 萬 | 0.08% | −4,988−7.6% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 60,736 | $1,353 萬 | 1.23% | +7,538+14.2% | 加碼 |
| Blackhill Capital Inc | 60,000 | $1,337 萬 | 1.27% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 59,439 | $1,324 萬 | 0.26% | +559+0.9% | 加碼 |
| Gofen & Glossberg LLC | 59,373 | $1,323 萬 | 0.30% | −459−0.8% | 減碼 |
| Nissay Asset Management Corp | 59,186 | $1,319 萬 | 0.11% | +697+1.2% | 加碼 |
| Birmingham Capital Management Co Inc | 58,720 | $1,308 萬 | 4.56% | −200−0.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 57,745 | $1,287 萬 | 0.18% | +15,614+37.1% | 加碼 |
| Blue Chip Partners, Inc. | 56,924 | $1,268 萬 | 1.58% | −5,910−9.4% | 減碼 |
| American Century Companies Inc | 55,927 | $1,246 萬 | 0.01% | +9,899+21.5% | 加碼 |
| Tufton Capital Management | 55,839 | $1,244 萬 | 2.01% | −482−0.9% | 減碼 |
| Brandywine Global Investment Management, LLC | 55,841 | $1,244 萬 | 0.09% | +1,037+1.9% | 加碼 |
| LaFleur & Godfrey LLC | 55,255 | $1,231 萬 | 1.65% | −2,162−3.8% | 減碼 |
| Edge Capital Group, LLC | 54,871 | $1,223 萬 | 0.84% | +7,556+16.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 54,529 | $1,215 萬 | 0.08% | −212−0.4% | 減碼 |
| D.A. Davidson & Co. | 53,947 | $1,202 萬 | 0.13% | −1,521−2.7% | 減碼 |
| Hartford Investment Management Co | 53,873 | $1,200 萬 | 0.31% | −3,687−6.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 53,767 | $1,198 萬 | 0.17% | +715+1.3% | 加碼 |
| Scotia Capital Inc. | 53,038 | $1,182 萬 | 0.08% | +1,769+3.5% | 加碼 |
| Becker Capital Management Inc | 52,420 | $1,168 萬 | 0.47% | +76+0.1% | 加碼 |
| Philadelphia Trust Co | 52,314 | $1,166 萬 | 0.92% | −6,123−10.5% | 減碼 |
| Cetera Investment Advisers | 52,225 | $1,164 萬 | 0.17% | −78−0.1% | 減碼 |
| Oppenheimer & Co Inc | 51,931 | $1,157 萬 | 0.21% | +1,088+2.1% | 加碼 |
| Aptus Capital Advisors, LLC | 51,687 | $1,152 萬 | 0.35% | +4,451+9.4% | 加碼 |
| Dearborn Partners LLC | 51,147 | $1,140 萬 | 0.43% | +120.0% | 加碼 |
| Transform Wealth, LLC | 51,028 | $1,137 萬 | 1.27% | +822+1.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,655 | $1,130 萬 | 0.02% | −4,490−8.1% | 減碼 |
| RiverFront Investment Group, LLC | 50,695 | $1,130 萬 | 0.36% | +24,530+93.8% | 加碼 |
| Advisors Capital Management, LLC | 50,666 | $1,129 萬 | 0.31% | +48,912+2,788.6% | 加碼 |
| Richard C. Young & CO., LTD. | 50,188 | $1,118 萬 | 1.43% | +1,615+3.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 49,870 | $1,111 萬 | 1.28% | +307+0.6% | 加碼 |
| GWM Advisors LLC | 49,705 | $1,108 萬 | 0.19% | +2,076+4.4% | 加碼 |
| James Investment Research Inc | 49,688 | $1,107 萬 | 1.16% | −629−1.3% | 減碼 |
| Atria Investments LLC | 49,666 | $1,107 萬 | 0.19% | +3,624+7.9% | 加碼 |
| TD Waterhouse Canada Inc. | 49,646 | $1,106 萬 | 0.11% | −592−1.2% | 減碼 |
| Howe & Rusling Inc | 48,527 | $1,081 萬 | 1.25% | +49+0.1% | 加碼 |
| Nomura Holdings Inc | 48,673 | $1,070 萬 | 0.08% | +27,591+130.9% | 加碼 |
| Central Trust Co | 47,179 | $1,051 萬 | 0.30% | +241+0.5% | 加碼 |
| MUFG Americas Holdings Corp | 47,093 | $1,049 萬 | 0.20% | −3,512−6.9% | 減碼 |
| Quilter Plc | 46,841 | $1,044 萬 | 0.28% | −710−1.5% | 減碼 |
| Greenwood Gearhart Inc | 46,626 | $1,039 萬 | 1.43% | +1,604+3.6% | 加碼 |
| Davenport & Co LLC | 46,453 | $1,035 萬 | 0.07% | +500+1.1% | 加碼 |
| Baker Avenue Asset Management, LP | 46,404 | $1,034 萬 | 0.56% | +42,981+1,255.7% | 加碼 |
| Jacobs & Co | 46,333 | $1,032 萬 | 1.14% | −247−0.5% | 減碼 |
| First American Trust, FSB | 46,026 | $1,026 萬 | 1.42% | +2,718+6.3% | 加碼 |
| Mastrapasqua Asset Management Inc | 45,210 | $1,007 萬 | 1.13% | −2,948−6.1% | 減碼 |
| SG Americas Securities, LLC | 45,144 | $1,006 萬 | 0.09% | −5,442−10.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 45,104 | $1,005 萬 | 0.16% | −1,169−2.5% | 減碼 |
| American Assets Investment Management, LLC | 45,000 | $1,003 萬 | 1.06% | 00.0% | 不變 |
| Impala Asset Management LLC | 45,000 | $1,003 萬 | 0.87% | +45,000 | 新進 |
| O'Shaughnessy Asset Management, LLC | 44,934 | $1,001 萬 | 0.17% | +11,972+36.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 44,897 | $1,000 萬 | 0.37% | −375−0.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 44,892 | $1,000 萬 | 0.02% | +1,617+3.7% | 加碼 |
| Snowden Capital Advisors LLC | 44,205 | $984.9 萬 | 0.39% | +8,426+23.6% | 加碼 |
| Capital International Sarl | 44,166 | $984.1 萬 | 0.49% | +30,094+213.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 44,062 | $981.7 萬 | 0.11% | −225,542−83.7% | 減碼 |
| Securian Asset Management, Inc | 44,012 | $980.7 萬 | 0.19% | −697−1.6% | 減碼 |
| Callahan Advisors, LLC | 43,826 | $976.5 萬 | 1.11% | +2,220+5.3% | 加碼 |
| Culbertson A N & Co Inc | 43,784 | $975.5 萬 | 1.84% | +805+1.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 43,685 | $973.4 萬 | 0.10% | −700−1.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 43,363 | $966.2 萬 | 0.15% | −141−0.3% | 減碼 |
| Nikko Asset Management Americas, Inc. | 43,203 | $963.9 萬 | 0.07% | −4,729−9.9% | 減碼 |
| McRae Capital Management Inc | 42,799 | $953.7 萬 | 2.15% | +3,057+7.7% | 加碼 |
| First Horizon Advisors, Inc. | 42,659 | $950.5 萬 | 0.52% | −5,793−12.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 42,544 | $948.0 萬 | 0.27% | +944+2.3% | 加碼 |
| Bokf, NA | 42,424 | $945.3 萬 | 0.16% | −4,311−9.2% | 減碼 |
| Hantz Financial Services, Inc. | 41,845 | $932.4 萬 | 0.27% | +2,747+7.0% | 加碼 |
| Maryland State Retirement & Pension System | 41,799 | $931.4 萬 | 0.25% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 41,317 | $920.6 萬 | 0.28% | +482+1.2% | 加碼 |
| Element Capital Management LLC | 41,211 | $918.3 萬 | 4.59% | +41,211 | 新進 |
| Noesis Capital Mangement Corp | 41,152 | $916.9 萬 | 2.21% | +4,167+11.3% | 加碼 |
| Prio Wealth Limited Partnership | 40,895 | $911.2 萬 | 0.30% | −168−0.4% | 減碼 |
| Charter Trust Co | 40,547 | $903.4 萬 | 0.81% | −988−2.4% | 減碼 |
| Allied Investment Advisors, LLC | 40,480 | $902.0 萬 | 2.94% | +2,417+6.3% | 加碼 |
| Pittenger & Anderson Inc | 39,140 | $872.1 萬 | 0.43% | +292+0.8% | 加碼 |
| CBOE Vest Financial, LLC | 39,135 | $872.0 萬 | 1.58% | +5,245+15.5% | 加碼 |
| Atwater Malick LLC | 38,950 | $867.9 萬 | 4.19% | +810+2.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 38,699 | $862.3 萬 | 0.08% | −1,684−4.2% | 減碼 |
| Dowling & Yahnke LLC | 38,460 | $857.0 萬 | 0.37% | −1,696−4.2% | 減碼 |
| Churchill Management Corp | 38,250 | $852.3 萬 | 0.15% | +165+0.4% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 37,719 | $840.5 萬 | 1.86% | +37,719 | 新進 |
| Prospera Financial Services Inc | 36,981 | $824.3 萬 | 0.35% | +7,859+27.0% | 加碼 |
| Wealthfront Advisers LLC | 36,957 | $823.5 萬 | 0.04% | −8,344−18.4% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 36,517 | $813.7 萬 | 0.91% | +49+0.1% | 加碼 |
| Steel Peak Wealth Management LLC | 36,467 | $812.6 萬 | 0.49% | +26,384+261.7% | 加碼 |
| LS Investment Advisors, LLC | 36,402 | $811.1 萬 | 1.29% | +30,360+502.5% | 加碼 |
| Wolverine Trading, LLC | 36,338 | $810.6 萬 | 0.24% | +574+1.6% | 加碼 |
| Louisiana State Employees Retirement System | 34,100 | $801.6 萬 | 0.19% | +200+0.6% | 加碼 |
| Guggenheim Capital LLC | 35,537 | $791.9 萬 | 0.05% | −44,792−55.8% | 減碼 |
| Parsons Capital Management Inc | 35,425 | $789.3 萬 | 0.60% | −62−0.2% | 減碼 |
| Gluskin Sheff & Assoc Inc | 35,219 | $784.7 萬 | 0.34% | −338−1.0% | 減碼 |
| Bogart Wealth, LLC | 34,974 | $779.3 萬 | 0.67% | +4,477+14.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 34,930 | $778.3 萬 | 0.18% | −21,210−37.8% | 減碼 |
| Kentucky Retirement Systems | 34,480 | $768.3 萬 | 0.31% | +1,988+6.1% | 加碼 |