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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 7,591 | $135.7 萬 | 0.66% | +1,109+17.1% | 加碼 |
| Washington Trust Bank | 7,607 | $135.9 萬 | 0.17% | +224+3.0% | 加碼 |
| Atlas Brown,Inc. | 7,639 | $136.6 萬 | 0.65% | −19−0.2% | 減碼 |
| Boenning & Scattergood, Inc. | 7,733 | $138.2 萬 | 0.26% | −148−1.9% | 減碼 |
| Blueshift Asset Management, LLC | 7,790 | $139.3 萬 | 0.23% | +7,790 | 新進 |
| Gifford Fong Associates | 7,800 | $139.4 萬 | 0.32% | 00.0% | 不變 |
| United Community Bank | 7,822 | $139.8 萬 | 1.51% | +335+4.5% | 加碼 |
| Probity Advisors, Inc. | 7,881 | $140.9 萬 | 0.33% | +98+1.3% | 加碼 |
| Ropes Wealth Advisors LLC | 7,904 | $141.3 萬 | 0.29% | −745−8.6% | 減碼 |
| Metis Global Partners, LLC | 7,905 | $141.3 萬 | 0.23% | −637−7.5% | 減碼 |
| We Are One Seven, LLC | 7,918 | $141.5 萬 | 0.20% | +1,780+29.0% | 加碼 |
| Confluence Wealth Services, Inc. | 7,327 | $142.1 萬 | 0.62% | +537+7.9% | 加碼 |
| Jupiter Wealth Management LLC | 7,965 | $142.3 萬 | 1.30% | −3,427−30.1% | 減碼 |
| Cohen Klingenstein LLC | 8,000 | $143.0 萬 | 0.07% | 00.0% | 不變 |
| Townsend Asset Management Corp | 8,009 | $143.2 萬 | 0.74% | +5,902+280.1% | 加碼 |
| AlphaStar Capital Management, LLC | 8,017 | $143.3 萬 | 0.13% | −43−0.5% | 減碼 |
| Hamel Associates, Inc. | 8,025 | $143.6 萬 | 0.57% | −975−10.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 8,033 | $143.6 萬 | 0.17% | −6−0.1% | 減碼 |
| Cascade Investment Advisors, Inc. | 8,075 | $144.3 萬 | 1.13% | −93−1.1% | 減碼 |
| American Portfolios Advisors | 8,083 | $144.5 萬 | 0.06% | −279−3.3% | 減碼 |
| Level Four Advisory Services, LLC | 8,083 | $144.5 萬 | 0.14% | +17+0.2% | 加碼 |
| Weatherly Asset Management L. P. | 8,101 | $144.8 萬 | 0.20% | −224−2.7% | 減碼 |
| Equitable Holdings, Inc. | 8,134 | $145.4 萬 | 0.03% | −495−5.7% | 減碼 |
| Trust Investment Advisors | 8,153 | $145.7 萬 | 1.40% | −392−4.6% | 減碼 |
| Spreng Capital Management, Inc. | 8,180 | $146.5 萬 | 1.09% | −185−2.2% | 減碼 |
| Intellectus Partners, LLC | 8,271 | $147.9 萬 | 0.51% | −45−0.5% | 減碼 |
| ARGI Investment Services, LLC | 8,290 | $148.2 萬 | 0.05% | +848+11.4% | 加碼 |
| RSM US Wealth Management LLC | 8,346 | $149.2 萬 | 0.08% | +263+3.3% | 加碼 |
| Meeder Asset Management Inc | 8,379 | $149.8 萬 | 0.09% | +1,012+13.7% | 加碼 |
| Tradewinds, LLC. | 8,387 | $149.9 萬 | 1.02% | +8,387 | 新進 |
| Prime Capital Investment Advisors, LLC | 8,409 | $150.3 萬 | 0.09% | −15,301−64.5% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,442 | $150.9 萬 | 0.67% | +14+0.2% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 8,444 | $150.9 萬 | 0.84% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 8,466 | $151.3 萬 | 0.22% | +186+2.2% | 加碼 |
| Park National Corp | 8,485 | $151.7 萬 | 0.07% | −501−5.6% | 減碼 |
| Johnson Investment Counsel Inc | 8,495 | $151.9 萬 | 0.02% | +107+1.3% | 加碼 |
| Ern LLC | 8,500 | $151.9 萬 | 1.70% | +8,500 | 新進 |
| Dorsey & Whitney Trust CO LLC | 8,494 | $152.0 萬 | 0.15% | +159+1.9% | 加碼 |
| Triangle Securities Wealth Management | 8,541 | $152.7 萬 | 0.59% | +13+0.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 8,593 | $153.6 萬 | 0.09% | +110+1.3% | 加碼 |
| Ignite Planners, LLC | 8,526 | $153.7 萬 | 1.26% | +97+1.2% | 加碼 |
| Smith, Salley & Associates | 8,602 | $153.8 萬 | 0.13% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 8,605 | $153.8 萬 | 0.19% | +395+4.8% | 加碼 |
| NewEdge Wealth, LLC | 8,669 | $155.0 萬 | 0.07% | +8,669 | 新進 |
| Finer Wealth Management, Inc. | 8,674 | $155.1 萬 | 1.42% | +112+1.3% | 加碼 |
| RB Capital Management, LLC | 8,693 | $155.4 萬 | 0.58% | +29+0.3% | 加碼 |
| Court Place Advisors, LLC | 8,699 | $155.5 萬 | 0.59% | 00.0% | 不變 |
| Western Wealth Management, LLC | 8,716 | $155.6 萬 | 0.09% | −226−2.5% | 減碼 |
| Claraphi Advisory Network, LLC | 8,705 | $155.6 萬 | 0.55% | +74+0.9% | 加碼 |
| Private Trust Co NA | 8,771 | $156.8 萬 | 0.24% | −2,977−25.3% | 減碼 |
| Moloney Securities Asset Management, LLC | 8,774 | $156.8 萬 | 0.37% | +96+1.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 8,786 | $157.1 萬 | 0.07% | −10,752−55.0% | 減碼 |
| Old Port Advisors | 9,046 | $157.2 萬 | 0.61% | −101−1.1% | 減碼 |
| Oxbow Advisors, LLC | 8,792 | $157.2 萬 | 0.22% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 8,829 | $157.8 萬 | 0.16% | −210−2.3% | 減碼 |
| Baldwin Investment Management, LLC | 8,843 | $158.1 萬 | 0.54% | −200−2.2% | 減碼 |
| Venture Visionary Partners LLC | 8,844 | $158.1 萬 | 0.12% | −966−9.8% | 減碼 |
| Argus Investors' Counsel, Inc. | 8,860 | $158.4 萬 | 1.17% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 8,883 | $158.8 萬 | 0.21% | +40+0.5% | 加碼 |
| Resources Investment Advisors, LLC. | 8,886 | $158.8 萬 | 0.07% | +124+1.4% | 加碼 |
| Pure Financial Advisors, Inc. | 8,897 | $159.0 萬 | 0.10% | +84+1.0% | 加碼 |
| Diversified Trust Co | 8,919 | $159.4 萬 | 0.07% | +994+12.5% | 加碼 |
| First Citizens Bank & Trust Co | 8,949 | $160.0 萬 | 0.06% | −1,113−11.1% | 減碼 |
| Walleye Capital LLC | 8,950 | $160.0 萬 | 0.05% | +8,950 | 新進 |
| LGT Group Foundation | 8,970 | $160.3 萬 | 0.05% | −1,285−12.5% | 減碼 |
| Sompo Asset Management Co., Ltd. | 8,980 | $160.5 萬 | 0.41% | −3,810−29.8% | 減碼 |
| Financial Advisory Service, Inc. | 8,989 | $160.7 萬 | 0.17% | +3,699+69.9% | 加碼 |
| Ti-Trust, Inc | 9,047 | $161.7 萬 | 1.66% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 9,089 | $162.5 萬 | 0.09% | +2,314+34.2% | 加碼 |
| Global Trust Asset Management, LLC | 9,099 | $162.7 萬 | 0.80% | −1,791−16.4% | 減碼 |
| Dynamic Technology Lab Private Ltd | 9,100 | $162.7 萬 | 0.18% | +9,100 | 新進 |
| XTX Topco Ltd | 9,134 | $163.3 萬 | 0.67% | +9,134 | 新進 |
| Signaturefd, LLC | 9,138 | $163.4 萬 | 0.06% | +420+4.8% | 加碼 |
| Hanson & Doremus Investment Management | 9,188 | $164.2 萬 | 0.40% | −396−4.1% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 9,184 | $164.2 萬 | 0.15% | +312+3.5% | 加碼 |
| Inscription Capital, LLC | 9,209 | $164.6 萬 | 0.30% | −1,470−13.8% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,217 | $164.8 萬 | 1.07% | 00.0% | 不變 |
| Ci Investments Inc. | 9,223 | $164.9 萬 | 0.01% | −3,649−28.3% | 減碼 |
| First Hawaiian Bank | 9,231 | $165.0 萬 | 0.06% | +112+1.2% | 加碼 |
| Triad Financial Advisors, Inc. | 9,252 | $165.4 萬 | 0.92% | +65+0.7% | 加碼 |
| Narwhal Capital Management | 9,255 | $165.4 萬 | 0.23% | +4,565+97.3% | 加碼 |
| Princeton Capital Management LLC | 9,261 | $165.5 萬 | 0.64% | −179−1.9% | 減碼 |
| Westwood Holdings Group Inc. | 9,306 | $166.4 萬 | 0.02% | +72+0.8% | 加碼 |
| G&S Capital LLC | 9,310 | $166.4 萬 | 0.98% | +157+1.7% | 加碼 |
| Heritage Trust Co | 9,326 | $166.7 萬 | 0.27% | −90−1.0% | 減碼 |
| Profund Advisors LLC | 9,361 | $167.3 萬 | 0.11% | −1,518−14.0% | 減碼 |
| Truvestments Capital LLC | 9,361 | $167.3 萬 | 0.98% | −458−4.7% | 減碼 |
| Waldron Private Wealth LLC | 9,369 | $167.4 萬 | 0.09% | +317+3.5% | 加碼 |
| Wellington Shields & Co., LLC | 9,400 | $168.0 萬 | 0.41% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 9,396 | $168.0 萬 | 1.90% | +1,703+22.1% | 加碼 |
| Regal Investment Advisors LLC | 9,507 | $169.9 萬 | 0.18% | +214+2.3% | 加碼 |
| Perfromance Wealth Partners, LLC | 9,503 | $169.9 萬 | 0.10% | +399+4.4% | 加碼 |
| Adirondack Trust Co | 9,515 | $170.0 萬 | 0.91% | +17+0.2% | 加碼 |
| Argent Trust Co | 9,530 | $170.3 萬 | 0.12% | +458+5.0% | 加碼 |
| First National Bank & Trust Co of Newtown | 9,577 | $171.2 萬 | 0.39% | −75−0.8% | 減碼 |
| Palisade Asset Management, LLC | 9,607 | $171.7 萬 | 0.22% | +84+0.9% | 加碼 |
| 1st Source Bank | 9,635 | $172.2 萬 | 0.12% | −231−2.3% | 減碼 |
| Kistler-Tiffany Companies, LLC | 9,650 | $172.5 萬 | 0.38% | +13+0.1% | 加碼 |
| Hudock, Inc. | 9,663 | $172.7 萬 | 0.58% | +64+0.7% | 加碼 |
| McGuire Investment Group, LLC | 9,696 | $173.3 萬 | 0.37% | +31+0.3% | 加碼 |