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 |
|---|---|---|---|---|---|
| Biechele Royce Advisors | 24,256 | $433.6 萬 | 1.93% | −180−0.7% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 24,659 | $440.8 萬 | 0.23% | +1,025+4.3% | 加碼 |
| Creative Financial Designs Inc | 24,893 | $445.0 萬 | 0.73% | +616+2.5% | 加碼 |
| Prudential PLC | 24,891 | $445.0 萬 | 0.08% | +695+2.9% | 加碼 |
| Essex Investment Management Co LLC | 25,047 | $447.7 萬 | 0.72% | −1,792−6.7% | 減碼 |
| HB Wealth Management, LLC | 25,085 | $448.4 萬 | 0.09% | +1,827+7.9% | 加碼 |
| Monte Financial Group, LLC | 25,237 | $451.1 萬 | 2.63% | +311+1.2% | 加碼 |
| National Asset Management, Inc. | 25,284 | $452.1 萬 | 0.19% | +1,372+5.7% | 加碼 |
| Achmea Investment Management B.V. | 25,458 | $455.1 萬 | 0.15% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 25,475 | $455.4 萬 | 2.31% | −74−0.3% | 減碼 |
| Northwest Investment Counselors, LLC | 25,646 | $458.4 萬 | 1.41% | −323−1.2% | 減碼 |
| American National Bank | 25,806 | $461.3 萬 | 1.10% | −150−0.6% | 減碼 |
| Waycross Partners, LLC | 25,920 | $463.3 萬 | 3.08% | −37−0.1% | 減碼 |
| ARS Wealth Advisors Group, LLC | 25,929 | $463.5 萬 | 0.64% | +24,829+2,257.2% | 加碼 |
| Independent Wealth Network Inc. | 26,338 | $470.8 萬 | 3.39% | +40.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 26,451 | $472.8 萬 | 0.62% | +26,451 | 新進 |
| Knights of Columbus Asset Advisors LLC | 26,467 | $473.1 萬 | 0.47% | −5,429−17.0% | 減碼 |
| Signet Financial Management, LLC | 26,632 | $476.1 萬 | 0.91% | +446+1.7% | 加碼 |
| Miracle Mile Advisors, LLC | 26,638 | $476.2 萬 | 0.22% | +769+3.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 26,657 | $476.5 萬 | 0.12% | +809+3.1% | 加碼 |
| Silver Oak Securities, Inc | 26,707 | $477.1 萬 | 1.07% | −374−1.4% | 減碼 |
| Avantax Advisory Services, Inc. | 26,692 | $477.2 萬 | 0.07% | −351−1.3% | 減碼 |
| Koshinski Asset Management, Inc. | 27,339 | $488.7 萬 | 0.49% | −328−1.2% | 減碼 |
| Geneos Wealth Management Inc. | 27,458 | $489.5 萬 | 0.24% | −205−0.7% | 減碼 |
| Welch & Forbes LLC | 27,548 | $492.4 萬 | 0.09% | −2,206−7.4% | 減碼 |
| Farmers & Merchants Investments Inc | 27,602 | $493.4 萬 | 0.21% | +209+0.8% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 27,696 | $495.1 萬 | 0.18% | −1,628−5.6% | 減碼 |
| Spinnaker Trust | 27,724 | $495.6 萬 | 0.38% | 00.0% | 不變 |
| Permanens Capital L.P. | 27,783 | $496.6 萬 | 1.00% | 00.0% | 不變 |
| Sigma Investment Counselors Inc | 28,019 | $500.9 萬 | 0.41% | +340+1.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 28,022 | $500.9 萬 | 0.06% | +166+0.6% | 加碼 |
| Coldstream Capital Management Inc | 28,033 | $501.1 萬 | 0.20% | +2,728+10.8% | 加碼 |
| Andra AP-fonden | 28,100 | $502.3 萬 | 0.14% | +28,100 | 新進 |
| Kinneret Advisory, LLC | 28,333 | $506.5 萬 | 0.66% | +600+2.2% | 加碼 |
| Sandbar Asset Management LLP | 29,414 | $508.6 萬 | 2.33% | +10,133+52.6% | 加碼 |
| Gluskin Sheff & Assoc Inc | 28,597 | $511.2 萬 | 0.28% | −6,622−18.8% | 減碼 |
| First Financial Bank - Trust Division | 28,613 | $511.5 萬 | 0.62% | +668+2.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 28,760 | $514.1 萬 | 0.29% | +165+0.6% | 加碼 |
| Regentatlantic Capital LLC | 28,950 | $517.5 萬 | 0.17% | +715+2.5% | 加碼 |
| Consolidated Planning Corp | 28,963 | $517.7 萬 | 1.62% | +28,963 | 新進 |
| Eagle Global Advisors LLC | 29,337 | $524.4 萬 | 0.39% | −310−1.0% | 減碼 |
| Guggenheim Capital LLC | 29,511 | $527.5 萬 | 0.04% | −6,026−17.0% | 減碼 |
| Squarepoint Ops LLC | 29,686 | $530.7 萬 | 0.05% | +1,787+6.4% | 加碼 |
| Saba Capital Management, L.P. | 29,783 | $532.4 萬 | 0.07% | +29,783 | 新進 |
| Kanawha Capital Management LLC | 29,828 | $533.2 萬 | 0.54% | +314+1.1% | 加碼 |
| Cullinan Associates Inc | 29,907 | $534.6 萬 | 0.33% | +314+1.1% | 加碼 |
| New Mexico Educational Retirement Board | 30,002 | $536.3 萬 | 0.26% | −1,500−4.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 30,083 | $538.6 萬 | 0.06% | +1,528+5.4% | 加碼 |
| Banque Cantonale Vaudoise | 30,249 | $540.8 萬 | 0.28% | −2,647−8.0% | 減碼 |
| First Horizon Advisors, Inc. | 30,431 | $543.9 萬 | 0.19% | −12,228−28.7% | 減碼 |
| Cannell Peter B & Co Inc | 30,682 | $548.5 萬 | 0.20% | −1,062−3.3% | 減碼 |
| Illinois Municipal Retirement Fund | 30,722 | $549.2 萬 | 0.13% | −39,685−56.4% | 減碼 |
| Consolidated Capital Management, LLC | 30,991 | $554.0 萬 | 3.32% | −279−0.9% | 減碼 |
| Dodge & Cox | 31,437 | $562.0 萬 | 0.00% | −70−0.2% | 減碼 |
| Metropolitan Life Insurance Co | 32,127 | $574.3 萬 | 0.25% | −1,256−3.8% | 減碼 |
| Welch Group, LLC | 32,151 | $574.7 萬 | 0.35% | +739+2.4% | 加碼 |
| Laurion Capital Management LP | 32,610 | $582.9 萬 | 0.24% | +19,963+157.8% | 加碼 |
| Sigma Planning Corp | 32,627 | $583.2 萬 | 0.21% | −575−1.7% | 減碼 |
| Advisory Services Network, LLC | 32,772 | $586.0 萬 | 0.20% | +2,842+9.5% | 加碼 |
| Anderson Hoagland & Co | 33,348 | $601.2 萬 | 0.90% | −380−1.1% | 減碼 |
| Simmons Bank | 33,690 | $602.2 萬 | 0.53% | +4,574+15.7% | 加碼 |
| Louisiana State Employees Retirement System | 33,800 | $606.7 萬 | 0.16% | −300−0.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 34,027 | $608.3 萬 | 0.25% | +1,935+6.0% | 加碼 |
| HighPoint Advisor Group LLC | 35,433 | $610.6 萬 | 0.67% | +35,433 | 新進 |
| Capitolis Advisors LLC | 34,191 | $611.2 萬 | 0.32% | 00.0% | 不變 |
| Shelter Mutual Insurance Co | 34,200 | $611.4 萬 | 1.85% | 00.0% | 不變 |
| Prospera Financial Services Inc | 34,624 | $619.1 萬 | 0.32% | −2,357−6.4% | 減碼 |
| Salem Investment Counselors Inc | 34,784 | $621.8 萬 | 0.28% | +339+1.0% | 加碼 |
| Fayez Sarofim & Co | 34,788 | $621.9 萬 | 0.02% | +4,961+16.6% | 加碼 |
| Oak Harvest Investment Services | 34,804 | $622.1 萬 | 1.68% | +1,797+5.4% | 加碼 |
| Cornerstone Advisors, LLC | 35,000 | $625.7 萬 | 0.33% | +35,000 | 新進 |
| Synovus Financial Corp | 35,017 | $626.5 萬 | 0.07% | +4,643+15.3% | 加碼 |
| Parsons Capital Management Inc | 35,495 | $634.5 萬 | 0.57% | +70+0.2% | 加碼 |
| Panagora Asset Management Inc | 35,503 | $634.7 萬 | 0.04% | +21,196+148.2% | 加碼 |
| Cerity Partners LLC | 35,769 | $639.4 萬 | 0.08% | +20,418+133.0% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 36,307 | $649.0 萬 | 0.85% | −210−0.6% | 減碼 |
| Pinnacle Financial Partners Inc | 36,409 | $650.8 萬 | 0.23% | +11,339+45.2% | 加碼 |
| TRH Financial, LLC | 36,439 | $651.4 萬 | 2.19% | +6,721+22.6% | 加碼 |
| AlphaCrest Capital Management LLC | 36,604 | $654.3 萬 | 0.32% | +21,330+139.6% | 加碼 |
| Wealthfront Advisers LLC | 36,941 | $660.4 萬 | 0.03% | −160.0% | 減碼 |
| Churchill Management Corp | 37,963 | $678.6 萬 | 0.17% | −287−0.8% | 減碼 |
| Transform Wealth, LLC | 37,993 | $679.2 萬 | 1.01% | −13,035−25.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 38,029 | $679.8 萬 | 0.04% | +38,029 | 新進 |
| Brookstone Capital Management | 38,144 | $683.2 萬 | 0.15% | +5,096+15.4% | 加碼 |
| Dowling & Yahnke LLC | 38,729 | $692.3 萬 | 0.33% | +269+0.7% | 加碼 |
| LS Investment Advisors, LLC | 38,742 | $692.6 萬 | 1.29% | +2,340+6.4% | 加碼 |
| Pittenger & Anderson Inc | 39,010 | $697.3 萬 | 0.41% | −130−0.3% | 減碼 |
| Bourgeon Capital Management LLC | 39,399 | $704.3 萬 | 1.86% | +20,049+103.6% | 加碼 |
| Kentucky Retirement Systems | 39,586 | $707.6 萬 | 0.30% | +5,106+14.8% | 加碼 |
| Atwater Malick LLC | 39,638 | $708.6 萬 | 3.73% | +688+1.8% | 加碼 |
| Citadel Advisors LLC | 39,975 | $714.6 萬 | 0.01% | −63,127−61.2% | 減碼 |
| Noesis Capital Mangement Corp | 40,223 | $719.0 萬 | 2.13% | −929−2.3% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 40,297 | $720.4 萬 | 1.84% | +2,578+6.8% | 加碼 |
| Prio Wealth Limited Partnership | 40,657 | $726.8 萬 | 0.29% | −238−0.6% | 減碼 |
| Leonteq Securities AG | 40,828 | $729.8 萬 | 0.35% | +12,615+44.7% | 加碼 |
| Capital Investment Advisors, LLC | 40,915 | $731.4 萬 | 0.24% | −402−1.0% | 減碼 |
| Maryland State Retirement & Pension System | 41,095 | $734.6 萬 | 0.24% | −704−1.7% | 減碼 |
| Allied Investment Advisors, LLC | 41,370 | $739.5 萬 | 2.65% | +890+2.2% | 加碼 |
| Bogart Wealth, LLC | 41,732 | $746.0 萬 | 0.65% | +6,758+19.3% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 41,790 | $747.0 萬 | 0.17% | −3,314−7.3% | 減碼 |