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 2 季 13F 持有人
Caterpillar Inc 在 2022/6/30 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
- 2,077
- 較 2022 年第 1 季 −70 家
- 持有股數
- 3.67 億
- 較 2022 年第 1 季 +28.2 萬 (+0.1%)
- 總市值
- $655.9 億
- 較 2022 年第 1 季 −$158.7 億 (−19.5%)
- 新進機構
- 115
- 另有 827 家加碼
- 清倉機構
- 185
- 另有 797 家減碼
另有 29 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 6,106 | $109.2 萬 | 0.31% | +365+6.4% | 加碼 |
| Tiemann Investment Advisors, LLC | 6,123 | $109.5 萬 | 0.58% | −75−1.2% | 減碼 |
| Siena Capital LLC | 6,132 | $109.6 萬 | 0.66% | +204+3.4% | 加碼 |
| WBH Advisory Inc | 6,266 | $109.7 萬 | 0.15% | −283−4.3% | 減碼 |
| Essex Savings Bank | 6,161 | $110.2 萬 | 0.42% | −57−0.9% | 減碼 |
| Fort Point Capital Partners LLC | 6,173 | $110.4 萬 | 0.20% | −277−4.3% | 減碼 |
| Convergence Investment Partners, LLC | 6,204 | $110.9 萬 | 0.67% | +567+10.1% | 加碼 |
| Mattern Wealth Management LLC | 6,225 | $111.3 萬 | 0.44% | 00.0% | 不變 |
| Financial Architects, Inc | 6,241 | $111.6 萬 | 1.42% | +598+10.6% | 加碼 |
| Greenfield Savings Bank | 6,255 | $111.8 萬 | 0.75% | +6,255 | 新進 |
| RNC Capital Management LLC | 6,295 | $112.5 萬 | 0.06% | −110−1.7% | 減碼 |
| Clear Street Markets LLC | 6,298 | $112.6 萬 | 0.38% | +4,499+250.1% | 加碼 |
| Centiva Capital, LP | 6,295 | $112.6 萬 | 0.07% | +4,578+266.6% | 加碼 |
| Parsec Financial Management, Inc. | 6,313 | $112.9 萬 | 0.05% | +50+0.8% | 加碼 |
| Verdence Capital Advisors LLC | 6,323 | $113.0 萬 | 0.15% | −2,457−28.0% | 減碼 |
| Boston Private Wealth LLC | 6,322 | $113.0 萬 | 0.02% | −169−2.6% | 減碼 |
| Checchi Capital Advisers, LLC | 5,728 | $113.5 萬 | 0.11% | −251−4.2% | 減碼 |
| Centaurus Financial, Inc. | 6,354 | $113.6 萬 | 0.11% | −839−11.7% | 減碼 |
| Douglas Lane & Associates, LLC | 6,371 | $113.9 萬 | 0.02% | −379−5.6% | 減碼 |
| Harvest Volatility Management LLC | 6,400 | $114.4 萬 | 0.18% | +515+8.8% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 6,421 | $114.8 萬 | 1.26% | −200−3.0% | 減碼 |
| Ritholtz Wealth Management | 6,420 | $114.8 萬 | 0.07% | +630+10.9% | 加碼 |
| RE Dickinson Investment Advisors, LLC | 6,467 | $115.6 萬 | 0.93% | −75−1.1% | 減碼 |
| Schechter Investment Advisors, LLC | 6,492 | $116.1 萬 | 0.11% | −921−12.4% | 減碼 |
| Maltin Wealth Management, Inc. | 6,498 | $116.2 萬 | 0.84% | +43+0.7% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 6,523 | $116.6 萬 | 0.14% | −68−1.0% | 減碼 |
| Thomas White International Ltd | 6,542 | $116.9 萬 | 0.23% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 6,564 | $117.3 萬 | 0.77% | +413+6.7% | 加碼 |
| Fluent Financial, LLC | 6,566 | $117.4 萬 | 0.60% | −5,044−43.4% | 減碼 |
| Wintrust Investments LLC | 6,567 | $117.4 萬 | 0.14% | +71+1.1% | 加碼 |
| Clarius Group, LLC | 6,569 | $117.4 萬 | 0.12% | +582+9.7% | 加碼 |
| NVWM, LLC | 6,576 | $117.5 萬 | 0.46% | +17+0.3% | 加碼 |
| Toroso Investments, LLC | 6,597 | $117.9 萬 | 0.04% | +690+11.7% | 加碼 |
| Covington Capital Management | 6,609 | $118.1 萬 | 0.05% | +3,253+96.9% | 加碼 |
| River Wealth Advisors LLC | 6,638 | $118.7 萬 | 0.22% | +1,736+35.4% | 加碼 |
| Legacy Bridge, LLC | 6,660 | $119.1 萬 | 0.88% | 00.0% | 不變 |
| Fort Pitt Capital Group, LLC | 6,681 | $119.4 萬 | 0.05% | +440+7.1% | 加碼 |
| Guardian Investment Management | 6,687 | $119.6 萬 | 1.04% | −3,370−33.5% | 減碼 |
| Atlantic Trust, LLC | 6,698 | $119.7 萬 | 0.91% | 00.0% | 不變 |
| Ar Asset Management Inc | 6,700 | $119.8 萬 | 0.34% | −100−1.5% | 減碼 |
| Parallel Advisors, LLC | 6,719 | $120.1 萬 | 0.06% | −172−2.5% | 減碼 |
| DFPG Investments, LLC | 6,930 | $120.2 萬 | 0.52% | +277+4.2% | 加碼 |
| Laurel Wealth Advisors, Inc. | 6,725 | $120.2 萬 | 0.12% | +1,141+20.4% | 加碼 |
| Main Street Research LLC | 6,737 | $120.4 萬 | 0.32% | −278−4.0% | 減碼 |
| De Burlo Group Inc | 6,737 | $120.4 萬 | 0.34% | +6,737 | 新進 |
| Smith, Moore & Co. | 6,754 | $120.7 萬 | 0.19% | +43+0.6% | 加碼 |
| Braun Stacey Associates Inc | 6,760 | $120.8 萬 | 0.07% | +1,600+31.0% | 加碼 |
| AMG National Trust Bank | 6,097 | $120.9 萬 | 0.05% | −650−9.6% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 6,775 | $121.1 萬 | 0.00% | −2,650−28.1% | 減碼 |
| Core Wealth Advisors, Inc. | 6,775 | $121.1 萬 | 0.74% | +6,775 | 新進 |
| Epoch Investment Partners, Inc. | 6,782 | $121.2 萬 | 0.01% | −114−1.7% | 減碼 |
| Hilton Capital Management, LLC | 6,783 | $121.3 萬 | 0.15% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 6,793 | $121.4 萬 | 0.33% | −2,716−28.6% | 減碼 |
| Everett Harris & Co | 6,802 | $121.6 萬 | 0.02% | −562−7.6% | 減碼 |
| Staley Capital Advisers Inc | 6,800 | $121.6 萬 | 0.07% | 00.0% | 不變 |
| Titleist Asset Management, Ltd. | 6,809 | $121.7 萬 | 0.30% | +140+2.1% | 加碼 |
| Deseret Mutual Benefit Administrators | 6,813 | $121.8 萬 | 0.28% | +628+10.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 6,854 | $122.5 萬 | 0.10% | −528−7.2% | 減碼 |
| Lifeworks Advisors, LLC | 6,861 | $122.6 萬 | 0.78% | +1,948+39.6% | 加碼 |
| Coastline Trust Co | 6,863 | $122.7 萬 | 0.18% | −132−1.9% | 減碼 |
| Horizon Kinetics Asset Management LLC | 6,868 | $122.8 萬 | 0.03% | +75+1.1% | 加碼 |
| Diamant Asset Management, Inc. | 6,875 | $122.9 萬 | 1.11% | 00.0% | 不變 |
| Cigna Investments Inc | 6,901 | $123.3 萬 | 0.25% | −2,678−28.0% | 減碼 |
| Valley Brook Capital Group | 6,920 | $123.7 萬 | 1.28% | −160−2.3% | 減碼 |
| CAPROCK Group, Inc. | 6,921 | $123.7 萬 | 0.12% | −92−1.3% | 減碼 |
| Oarsman Capital, Inc. | 6,985 | $124.9 萬 | 0.62% | −1,223−14.9% | 減碼 |
| Franklin Street Advisors Inc | 7,000 | $125.1 萬 | 0.12% | +478+7.3% | 加碼 |
| Osborne Partners Capital Management, LLC | 7,011 | $125.3 萬 | 0.10% | −894−11.3% | 減碼 |
| Thompson Siegel & Walmsley LLC | 7,036 | $125.8 萬 | 0.02% | −100−1.4% | 減碼 |
| Gables Capital Management Inc. | 7,050 | $126.0 萬 | 0.95% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 7,070 | $126.4 萬 | 0.02% | +70+1.0% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,095 | $126.8 萬 | 0.14% | −628−8.1% | 減碼 |
| BCM Advisors, LLC | 7,000 | $127.3 萬 | 0.35% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 7,123 | $127.3 萬 | 0.11% | +1,166+19.6% | 加碼 |
| Cobblestone Capital Advisors LLC | 7,126 | $127.4 萬 | 0.10% | −897−11.2% | 減碼 |
| Strategic Financial Services, Inc, | 7,131 | $127.5 萬 | 0.11% | −105−1.5% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,135 | $127.5 萬 | 0.66% | +125+1.8% | 加碼 |
| Cross Staff Investments Inc | 7,163 | $128.0 萬 | 1.41% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 7,172 | $128.2 萬 | 0.09% | +227+3.3% | 加碼 |
| WR Wealth Planners, LLC | 7,185 | $128.4 萬 | 0.85% | −178−2.4% | 減碼 |
| Bahl & Gaynor Inc | 7,243 | $129.5 萬 | 0.01% | +25+0.3% | 加碼 |
| Papp L Roy & Associates | 7,254 | $129.7 萬 | 0.19% | +44+0.6% | 加碼 |
| Bragg Financial Advisors, Inc | 7,279 | $130.1 萬 | 0.09% | −132−1.8% | 減碼 |
| Mairs & Power Inc | 7,295 | $130.4 萬 | 0.02% | −325−4.3% | 減碼 |
| Integrated Wealth Concepts LLC | 7,318 | $130.8 萬 | 0.04% | −473−6.1% | 減碼 |
| Cunning Capital Partners, LP | 7,320 | $130.9 萬 | 1.01% | +7,320 | 新進 |
| Columbia Trust Co 01012016 | 7,373 | $131.8 萬 | 0.71% | −214−2.8% | 減碼 |
| Focused Wealth Management, Inc | 7,393 | $132.1 萬 | 0.24% | −995−11.9% | 減碼 |
| Stone Point Wealth LLC | 7,410 | $132.4 萬 | 0.79% | +730+10.9% | 加碼 |
| Burleson & Company, LLC | 7,440 | $133.0 萬 | 0.29% | +151+2.1% | 加碼 |
| First Dallas Securities Inc. | 7,456 | $133.4 萬 | 0.90% | +10.0% | 加碼 |
| Cambridge Trust Co | 7,468 | $133.5 萬 | 0.06% | −154−2.0% | 減碼 |
| Shepherd Financial Partners LLC | 7,519 | $134.4 萬 | 0.26% | −2,235−22.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 7,548 | $134.9 萬 | 0.06% | +164+2.2% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,547 | $134.9 萬 | 0.33% | +625+9.0% | 加碼 |
| TD Private Client Wealth LLC | 7,552 | $135.0 萬 | 0.07% | −507−6.3% | 減碼 |
| Jump Financial, LLC | 7,556 | $135.0 萬 | 0.06% | +3,979+111.2% | 加碼 |
| D. Scott Neal, Inc. | 7,561 | $135.2 萬 | 0.56% | −100−1.3% | 減碼 |
| Quantinno Capital Management LP | 7,574 | $135.4 萬 | 0.20% | +3,285+76.6% | 加碼 |
| Quest Investment Management LLC | 7,588 | $135.6 萬 | 0.16% | 00.0% | 不變 |