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 |
|---|---|---|---|---|---|
| Paradiem, LLC | 22,440 | $487.0 萬 | 1.60% | −59−0.3% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 21,834 | $486.5 萬 | 2.24% | −20,361−48.3% | 減碼 |
| Hallmark Capital Management Inc | 21,820 | $486.2 萬 | 0.41% | +21,820 | 新進 |
| Shell Asset Management Co | 21,752 | $484.7 萬 | 0.11% | −814−3.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 21,518 | $479.5 萬 | 0.11% | −2,818−11.6% | 減碼 |
| Knuff & Co LLC | 21,505 | $479.2 萬 | 1.74% | −10,714−33.3% | 減碼 |
| Ieq Capital, LLC | 21,493 | $478.9 萬 | 0.11% | +320+1.5% | 加碼 |
| Trinity Legacy Partners, LLC | 21,376 | $476.3 萬 | 1.61% | +19,408+986.2% | 加碼 |
| Putnam Investments LLC | 21,272 | $474.0 萬 | 0.01% | −1,547−6.8% | 減碼 |
| Highland Capital Management, LLC | 21,250 | $473.5 萬 | 0.28% | +150+0.7% | 加碼 |
| Ethic Inc. | 21,228 | $473.0 萬 | 0.33% | +3,991+23.2% | 加碼 |
| Wedbush Securities Inc | 21,136 | $471.0 萬 | 0.22% | −1,238−5.5% | 減碼 |
| Bridge Creek Capital Management LLC | 21,126 | $470.7 萬 | 1.57% | +381+1.8% | 加碼 |
| Brewin Dolphin Ltd | 21,081 | $469.7 萬 | 0.19% | +64+0.3% | 加碼 |
| Advisor Partners LLC | 21,037 | $468.7 萬 | 0.29% | −1,609−7.1% | 減碼 |
| Northeast Investment Management | 20,976 | $467.4 萬 | 0.25% | +487+2.4% | 加碼 |
| Principle Wealth Partners LLC | 20,929 | $466.3 萬 | 0.49% | −403−1.9% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 21,507 | $464.3 萬 | 0.80% | +21,507 | 新進 |
| Community Bank, N.A. | 20,803 | $463.5 萬 | 0.57% | −152−0.7% | 減碼 |
| Twin Capital Management Inc | 20,568 | $458.3 萬 | 0.49% | +3,080+17.6% | 加碼 |
| Caldwell Trust Co | 20,464 | $456.0 萬 | 0.54% | +41+0.2% | 加碼 |
| Boit C F David | 20,400 | $454.6 萬 | 2.99% | −700−3.3% | 減碼 |
| BKD Wealth Advisors, LLC | 20,390 | $454.3 萬 | 0.19% | +381+1.9% | 加碼 |
| Ellsworth Advisors, LLC | 19,252 | $452.6 萬 | 1.60% | +2,142+12.5% | 加碼 |
| TownSquare Capital, LLC | 20,288 | $452.0 萬 | 0.12% | +7,688+61.0% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 20,265 | $451.5 萬 | 0.11% | +20,265 | 新進 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $448.3 萬 | 4.09% | +1,118+5.9% | 加碼 |
| Ipswich Investment Management Co., Inc. | 20,084 | $447.5 萬 | 1.11% | −1,125−5.3% | 減碼 |
| Retirement Group, LLC | 20,023 | $446.2 萬 | 1.73% | +94+0.5% | 加碼 |
| Equitable Trust Co | 20,024 | $446.2 萬 | 0.29% | +438+2.2% | 加碼 |
| Reliant Investment Management, LLC | 19,965 | $444.9 萬 | 2.28% | −720−3.5% | 減碼 |
| Stonebridge Capital Management Inc | 19,937 | $444.2 萬 | 1.60% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 19,908 | $443.6 萬 | 0.18% | +941+5.0% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 19,878 | $442.9 萬 | 0.96% | +156+0.8% | 加碼 |
| Beech Hill Advisors, Inc. | 19,855 | $442.4 萬 | 1.81% | +14,355+261.0% | 加碼 |
| Financial & Tax Architects, LLC | 19,805 | $441.3 萬 | 1.67% | +2,116+12.0% | 加碼 |
| Banque Pictet & Cie SA | 19,733 | $439.7 萬 | 0.03% | −1,353−6.4% | 減碼 |
| Argyle Capital Management Inc. | 19,732 | $439.7 萬 | 1.43% | −933−4.5% | 減碼 |
| Searle & Co. | 19,564 | $435.9 萬 | 1.61% | +200+1.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 19,538 | $435.3 萬 | 0.16% | −219−1.1% | 減碼 |
| Quantitative Investment Management, LLC | 19,463 | $433.6 萬 | 0.47% | +17,391+839.3% | 加碼 |
| Cresset Asset Management, LLC | 19,404 | $432.5 萬 | 0.04% | −14,087−42.1% | 減碼 |
| Crestwood Advisors Group LLC | 19,375 | $431.7 萬 | 0.12% | −357−1.8% | 減碼 |
| Colonial Trust Advisors | 19,354 | $431.3 萬 | 0.51% | −219−1.1% | 減碼 |
| Bourgeon Capital Management LLC | 19,350 | $431.2 萬 | 0.98% | +9,700+100.5% | 加碼 |
| Sandbar Asset Management LLP | 19,281 | $429.6 萬 | 2.58% | −9,403−32.8% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 19,157 | $426.9 萬 | 0.46% | −688−3.5% | 減碼 |
| Gateway Advisory, LLC | 19,153 | $426.8 萬 | 1.16% | +19,153 | 新進 |
| Family Legacy, Inc. | 18,978 | $422.9 萬 | 1.76% | +90+0.5% | 加碼 |
| Asset Dedication, LLC | 19,035 | $422.8 萬 | 0.47% | −526−2.7% | 減碼 |
| Summitry LLC | 18,914 | $421.4 萬 | 0.25% | −442−2.3% | 減碼 |
| Allstate Corp | 18,873 | $420.5 萬 | 0.11% | −25,998−57.9% | 減碼 |
| Mathes Company, Inc. | 18,823 | $419.4 萬 | 1.63% | −1,015−5.1% | 減碼 |
| Lincoln National Corp | 18,750 | $417.8 萬 | 0.09% | +6,282+50.4% | 加碼 |
| Ameritas Advisory Services, LLC | 18,741 | $417.6 萬 | 0.15% | −643−3.3% | 減碼 |
| Ambassador Advisors, LLC | 18,604 | $414.6 萬 | 0.80% | +1,578+9.3% | 加碼 |
| Wharton Business Group, LLC | 18,605 | $414.6 萬 | 0.25% | +8,775+89.3% | 加碼 |
| Marketfield Asset Management LLC | 18,580 | $414.0 萬 | 3.18% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 18,441 | $410.9 萬 | 0.53% | +16,793+1,019.0% | 加碼 |
| Hayek Kallen Investment Management | 18,401 | $410.0 萬 | 1.52% | −434−2.3% | 減碼 |
| Silverleafe Capital Partners, LLC | 18,387 | $409.7 萬 | 1.85% | −10,291−35.9% | 減碼 |
| Physicians Financial Services, Inc. | 18,256 | $406.8 萬 | 1.55% | −175−0.9% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 18,355 | $406.8 萬 | 0.16% | +5,129+38.8% | 加碼 |
| People's United Financial, Inc. | 18,252 | $406.7 萬 | 0.12% | −1,557−7.9% | 減碼 |
| Montgomery Investment Management Inc | 18,051 | $402.3 萬 | 1.38% | −220−1.2% | 減碼 |
| Bank of the West | 18,053 | $402.2 萬 | 0.42% | +2,052+12.8% | 加碼 |
| Avantax Planning Partners, Inc. | 18,042 | $402.0 萬 | 0.16% | −313−1.7% | 減碼 |
| Monetary Management Group Inc | 17,892 | $398.7 萬 | 1.06% | +1,000+5.9% | 加碼 |
| Burney Co | 17,868 | $398.1 萬 | 0.18% | −122−0.7% | 減碼 |
| Siemens Fonds Invest GmbH | 17,868 | $398.1 萬 | 0.32% | −121−0.7% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 17,805 | $396.7 萬 | 1.30% | +3,931+28.3% | 加碼 |
| Terry L. Blaker | 17,787 | $396.3 萬 | 0.32% | −50−0.3% | 減碼 |
| Channing Capital Management, LLC | 17,760 | $395.7 萬 | 0.12% | −1,660−8.5% | 減碼 |
| Global Retirement Partners, LLC | 19,198 | $394.8 萬 | 0.31% | +19,198 | 新進 |
| Palladium Partners LLC | 17,637 | $393.0 萬 | 0.17% | +360+2.1% | 加碼 |
| Drexel Morgan & Co. | 17,522 | $390.4 萬 | 1.14% | 00.0% | 不變 |
| Loveless Wealth Management LLC | 17,480 | $389.5 萬 | 2.20% | −135−0.8% | 減碼 |
| Raymond James Trust N.A. | 17,448 | $388.8 萬 | 0.12% | +1,833+11.7% | 加碼 |
| Hodges Capital Management Inc. | 17,396 | $387.6 萬 | 0.31% | +745+4.5% | 加碼 |
| FRG Family Wealth Advisors LLC | 17,390 | $387.5 萬 | 0.75% | +129+0.7% | 加碼 |
| ICA Group Wealth Management, LLC | 17,033 | $380.9 萬 | 0.72% | +17,033 | 新進 |
| Stillwater Investment Management, LLC | 17,092 | $380.8 萬 | 0.96% | +96+0.6% | 加碼 |
| Mutual Advisors, LLC | 17,083 | $380.6 萬 | 0.21% | −508−2.9% | 減碼 |
| Stonnington Group, LLC | 17,545 | $379.1 萬 | 0.91% | +330+1.9% | 加碼 |
| Central Bank & Trust Co | 16,904 | $376.7 萬 | 0.60% | −1,301−7.1% | 減碼 |
| Abbrea Capital, LLC | 16,811 | $374.6 萬 | 0.52% | +245+1.5% | 加碼 |
| DT Investment Partners, LLC | 16,722 | $372.6 萬 | 0.48% | +1,643+10.9% | 加碼 |
| Canandaigua National Corp | 16,678 | $371.6 萬 | 0.57% | −338−2.0% | 減碼 |
| Intact Investment Management Inc. | 16,600 | $369.9 萬 | 0.09% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 16,516 | $368.0 萬 | 1.69% | −53−0.3% | 減碼 |
| Silvercrest Asset Management Group LLC | 16,513 | $367.9 萬 | 0.02% | −329−2.0% | 減碼 |
| Pallas Capital Advisors LLC | 15,990 | $364.3 萬 | 0.47% | −444−2.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 16,340 | $364.1 萬 | 0.05% | +513+3.2% | 加碼 |
| Next Century Growth Investors LLC | 16,231 | $361.6 萬 | 0.36% | +136+0.8% | 加碼 |
| Sciencast Management LP | 16,668 | $359.0 萬 | 0.82% | +16,668 | 新進 |
| Sargent Bickham Lagudis LLC | 16,102 | $358.8 萬 | 0.28% | +15,145+1,582.5% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 16,056 | $357.7 萬 | 1.25% | +100+0.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 15,967 | $355.8 萬 | 0.32% | +1,739+12.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,959 | $355.6 萬 | 0.53% | −48−0.3% | 減碼 |
| Monument Capital Management | 15,891 | $354.1 萬 | 1.15% | +370+2.4% | 加碼 |