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 |
|---|---|---|---|---|---|
| Triad Financial Advisors, Inc. | 9,187 | $204.7 萬 | 1.09% | −592−6.1% | 減碼 |
| G&S Capital LLC | 9,153 | $204.0 萬 | 1.09% | +1,152+14.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,155 | $204.0 萬 | 0.08% | +2,243+32.5% | 加碼 |
| Aaron Wealth Advisors | 453,215 | $203.4 萬 | 0.04% | +451,208+22,481.7% | 加碼 |
| First Hawaiian Bank | 9,119 | $203.2 萬 | 0.06% | −21−0.2% | 減碼 |
| Perfromance Wealth Partners, LLC | 9,104 | $202.8 萬 | 0.09% | +1,645+22.1% | 加碼 |
| Argent Trust Co | 9,072 | $202.1 萬 | 0.12% | +474+5.5% | 加碼 |
| Corient Capital Partners, LLC | 9,071 | $202.1 萬 | 0.13% | +1,316+17.0% | 加碼 |
| Ti-Trust, Inc | 9,047 | $201.6 萬 | 1.83% | −600−6.2% | 減碼 |
| Waldron Private Wealth LLC | 9,052 | $201.6 萬 | 0.10% | +193+2.2% | 加碼 |
| Baldwin Investment Management, LLC | 9,043 | $201.5 萬 | 0.56% | −200−2.2% | 減碼 |
| AdvisorNet Financial, Inc | 9,039 | $201.4 萬 | 0.13% | +792+9.6% | 加碼 |
| Old Port Advisors | 9,147 | $201.0 萬 | 0.68% | −32−0.3% | 減碼 |
| Hamel Associates, Inc. | 9,000 | $200.5 萬 | 0.71% | +1,325+17.3% | 加碼 |
| Park National Corp | 8,986 | $200.2 萬 | 0.08% | +5+0.1% | 加碼 |
| Western Wealth Management, LLC | 8,942 | $199.5 萬 | 0.10% | +5,261+142.9% | 加碼 |
| Altium Wealth Management LLC | 8,928 | $198.9 萬 | 0.13% | +1,307+17.1% | 加碼 |
| Belpointe Asset Management LLC | 8,901 | $198.3 萬 | 0.12% | −45−0.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 8,872 | $197.7 萬 | 0.15% | +25+0.3% | 加碼 |
| Argus Investors' Counsel, Inc. | 8,860 | $197.4 萬 | 1.26% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 8,843 | $197.0 萬 | 0.23% | +6+0.1% | 加碼 |
| Pure Financial Advisors, Inc. | 8,813 | $196.4 萬 | 0.09% | +7,230+456.7% | 加碼 |
| Appian Way Asset Management LP | 8,800 | $196.1 萬 | 0.89% | +8,800 | 新進 |
| Oxbow Advisors, LLC | 8,792 | $195.9 萬 | 0.20% | −202−2.2% | 減碼 |
| Verdence Capital Advisors LLC | 8,780 | $195.6 萬 | 0.22% | +618+7.6% | 加碼 |
| Resources Investment Advisors, LLC. | 8,762 | $195.2 萬 | 0.07% | +387+4.6% | 加碼 |
| Signaturefd, LLC | 8,718 | $194.3 萬 | 0.06% | +341+4.1% | 加碼 |
| Court Place Advisors, LLC | 8,699 | $193.8 萬 | 0.63% | +300+3.6% | 加碼 |
| Moloney Securities Asset Management, LLC | 8,678 | $193.4 萬 | 0.38% | +923+11.9% | 加碼 |
| RB Capital Management, LLC | 8,664 | $193.1 萬 | 0.63% | +235+2.8% | 加碼 |
| Ropes Wealth Advisors LLC | 8,649 | $192.7 萬 | 0.33% | −91−1.0% | 減碼 |
| IBM Retirement Fund | 8,638 | $192.5 萬 | 0.27% | −492−5.4% | 減碼 |
| Claraphi Advisory Network, LLC | 8,631 | $192.3 萬 | 0.56% | +116+1.4% | 加碼 |
| Equitable Holdings, Inc. | 8,629 | $192.3 萬 | 0.03% | +839+10.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 8,616 | $192.0 萬 | 0.11% | +1,108+14.8% | 加碼 |
| Smith, Salley & Associates | 8,602 | $191.7 萬 | 0.14% | −1,000−10.4% | 減碼 |
| Finer Wealth Management, Inc. | 8,562 | $190.8 萬 | 1.56% | +198+2.4% | 加碼 |
| Trust Investment Advisors | 8,545 | $190.4 萬 | 1.55% | +88+1.0% | 加碼 |
| Metis Global Partners, LLC | 8,542 | $190.3 萬 | 0.23% | +3,771+79.0% | 加碼 |
| Triangle Securities Wealth Management | 8,528 | $190.0 萬 | 0.64% | −282−3.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 8,483 | $189.0 萬 | 0.11% | +653+8.3% | 加碼 |
| Axxcess Wealth Management, LLC | 8,431 | $187.9 萬 | 0.15% | −1,693−16.7% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,428 | $187.8 萬 | 0.73% | +1,644+24.2% | 加碼 |
| Focused Wealth Management, Inc | 8,388 | $186.9 萬 | 0.30% | −694−7.6% | 減碼 |
| Johnson Investment Counsel Inc | 8,388 | $186.9 萬 | 0.02% | −229−2.7% | 減碼 |
| Spreng Capital Management, Inc. | 8,365 | $186.4 萬 | 1.14% | −860−9.3% | 減碼 |
| American Portfolios Advisors | 8,362 | $186.3 萬 | 0.06% | +833+11.1% | 加碼 |
| CWM Advisors, LLC | 8,352 | $186.1 萬 | 0.22% | −476−5.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,335 | $185.8 萬 | 0.16% | +112+1.4% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 8,444 | $185.6 萬 | 0.89% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 8,325 | $185.5 萬 | 0.22% | +1,713+25.9% | 加碼 |
| Intellectus Partners, LLC | 8,316 | $185.3 萬 | 0.55% | +77+0.9% | 加碼 |
| United Asset Strategies, Inc. | 8,280 | $184.5 萬 | 0.23% | +5,715+222.8% | 加碼 |
| SeaCrest Wealth Management, LLC | 8,210 | $182.9 萬 | 0.21% | +81+1.0% | 加碼 |
| Oarsman Capital, Inc. | 8,208 | $182.9 萬 | 0.71% | +1,364+19.9% | 加碼 |
| Buckingham Strategic Wealth, LLC | 8,204 | $182.8 萬 | 0.04% | −27−0.3% | 減碼 |
| Ignite Planners, LLC | 8,429 | $182.3 萬 | 1.22% | +385+4.8% | 加碼 |
| Cascade Investment Advisors, Inc. | 8,168 | $182.0 萬 | 1.11% | +460+6.0% | 加碼 |
| Fruth Investment Management | 8,143 | $181.4 萬 | 0.50% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 8,083 | $180.1 萬 | 0.09% | −1,854−18.7% | 減碼 |
| Level Four Advisory Services, LLC | 8,066 | $179.7 萬 | 0.14% | −1,806−18.3% | 減碼 |
| AlphaStar Capital Management, LLC | 8,060 | $179.6 萬 | 0.14% | −486−5.7% | 減碼 |
| TD Private Client Wealth LLC | 8,059 | $179.6 萬 | 0.08% | −460−5.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 8,039 | $179.1 萬 | 0.16% | −112−1.4% | 減碼 |
| Cobblestone Capital Advisors LLC | 8,023 | $178.8 萬 | 0.12% | +27+0.3% | 加碼 |
| Cohen Klingenstein LLC | 8,000 | $178.3 萬 | 0.07% | 00.0% | 不變 |
| Diversified Trust Co | 7,925 | $176.6 萬 | 0.06% | −2,035−20.4% | 減碼 |
| Windsor Group LTD | 8,130 | $176.4 萬 | 0.33% | −62−0.8% | 減碼 |
| Gamble Jones Investment Counsel | 7,918 | $176.4 萬 | 0.11% | −50−0.6% | 減碼 |
| Osborne Partners Capital Management, LLC | 7,905 | $176.1 萬 | 0.13% | −849−9.7% | 減碼 |
| Boenning & Scattergood, Inc. | 7,881 | $175.6 萬 | 0.28% | +271+3.6% | 加碼 |
| Dana Investment Advisors, Inc. | 7,873 | $175.4 萬 | 0.08% | −370−4.5% | 減碼 |
| Gifford Fong Associates | 7,800 | $173.8 萬 | 0.32% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 7,791 | $173.6 萬 | 0.05% | −56−0.7% | 減碼 |
| Probity Advisors, Inc. | 7,783 | $173.4 萬 | 0.36% | −339−4.2% | 減碼 |
| South Dakota Investment Council | 7,775 | $173.2 萬 | 0.03% | −5,970−43.4% | 減碼 |
| Columbia Trust Co 01012016 | 7,587 | $172.8 萬 | 0.81% | −704−8.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,723 | $172.1 萬 | 0.15% | +3,366+77.3% | 加碼 |
| Delos Wealth Advisors, LLC | 7,693 | $171.4 萬 | 1.69% | +802+11.6% | 加碼 |
| D. Scott Neal, Inc. | 7,661 | $170.7 萬 | 0.68% | 00.0% | 不變 |
| Atlas Brown,Inc. | 7,658 | $170.6 萬 | 0.70% | −102−1.3% | 減碼 |
| Cambridge Trust Co | 7,622 | $169.9 萬 | 0.06% | +128+1.7% | 加碼 |
| Mairs & Power Inc | 7,620 | $169.8 萬 | 0.02% | +300+4.1% | 加碼 |
| Two Sigma Securities, LLC | 7,616 | $169.7 萬 | 0.24% | +3,040+66.4% | 加碼 |
| Quest Investment Management LLC | 7,588 | $169.1 萬 | 0.16% | 00.0% | 不變 |
| Icon Advisers Inc | 7,525 | $167.7 萬 | 0.29% | +7,525 | 新進 |
| United Community Bank | 7,487 | $166.8 萬 | 1.67% | +337+4.7% | 加碼 |
| Tudor Investment Corp Et Al | 7,488 | $166.8 萬 | 0.04% | +7,488 | 新進 |
| First Dallas Securities Inc. | 7,455 | $166.1 萬 | 0.94% | +632+9.3% | 加碼 |
| ARGI Investment Services, LLC | 7,442 | $165.8 萬 | 0.05% | +1,149+18.3% | 加碼 |
| Versor Investments LP | 7,425 | $165.4 萬 | 0.06% | +525+7.6% | 加碼 |
| Schechter Investment Advisors, LLC | 7,413 | $165.2 萬 | 0.15% | +323+4.6% | 加碼 |
| Bragg Financial Advisors, Inc | 7,411 | $165.1 萬 | 0.10% | −490−6.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,382 | $164.5 萬 | 0.11% | −363−4.7% | 減碼 |
| Washington Trust Bank | 7,383 | $164.5 萬 | 0.19% | −30.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 7,384 | $164.5 萬 | 0.06% | +3,734+102.3% | 加碼 |
| Meeder Asset Management Inc | 7,367 | $164.2 萬 | 0.08% | +156+2.2% | 加碼 |
| Everett Harris & Co | 7,364 | $164.1 萬 | 0.02% | +1,662+29.1% | 加碼 |
| WR Wealth Planners, LLC | 7,363 | $164.1 萬 | 0.98% | +7,363 | 新進 |
| Burleson & Company, LLC | 7,289 | $162.4 萬 | 0.26% | +53+0.7% | 加碼 |