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 4,069 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 | 4,069 | $3,511 億 |
| 2026 年第 1 季 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $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 |
|---|---|---|---|---|---|
| Winslow Asset Management Inc | 1,345 | $24.0 萬 | 0.06% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 1,340 | $24.0 萬 | 0.13% | 00.0% | 不變 |
| Guardian Wealth Management, Inc. | 1,340 | $24.0 萬 | 0.26% | +6+0.4% | 加碼 |
| LVW Advisors, LLC | 1,343 | $24.0 萬 | 0.05% | +1,343 | 新進 |
| Compass Financial Advisors LLC | 1,347 | $24.1 萬 | 0.33% | +26+2.0% | 加碼 |
| Eudaimonia Advisors LLC | 1,350 | $24.1 萬 | 0.17% | +1,350 | 新進 |
| SFMG, LLC | 1,356 | $24.2 萬 | 0.03% | +6+0.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,353 | $24.3 萬 | 0.06% | −25−1.8% | 減碼 |
| Lakeview Capital Partners, LLC | 1,360 | $24.3 萬 | 0.14% | −7−0.5% | 減碼 |
| Rosenberg Matthew Hamilton | 1,362 | $24.3 萬 | 0.09% | +10+0.7% | 加碼 |
| Enterprise Financial Services Corp | 1,364 | $24.4 萬 | 0.05% | −40−2.8% | 減碼 |
| Nadler Financial Group, Inc. | 1,365 | $24.4 萬 | 0.04% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 1,371 | $24.5 萬 | 0.01% | +87+6.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,374 | $24.6 萬 | 0.05% | −372−21.3% | 減碼 |
| Blankinship & Foster, LLC | 1,377 | $24.6 萬 | 0.11% | 00.0% | 不變 |
| apricus wealth, LLC | 1,375 | $24.6 萬 | 0.23% | +125+10.0% | 加碼 |
| Cortland Associates Inc | 1,387 | $24.8 萬 | 0.04% | 00.0% | 不變 |
| Barr E S & Co | 1,385 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 1,386 | $24.8 萬 | 0.18% | +270+24.2% | 加碼 |
| Jag Capital Management, LLC | 1,387 | $24.8 萬 | 0.03% | +387+38.7% | 加碼 |
| Valley National Advisers Inc | 1,379 | $24.9 萬 | 0.05% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 1,400 | $25.0 萬 | 0.07% | −50−3.4% | 減碼 |
| Monterey Private Wealth, Inc. | 1,399 | $25.0 萬 | 0.14% | −5−0.4% | 減碼 |
| New Jersey Better Educational Savings Trust | 1,400 | $25.0 萬 | 0.79% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 1,400 | $25.0 萬 | 0.03% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 1,398 | $25.0 萬 | 0.10% | +8+0.6% | 加碼 |
| First American Bank | 1,409 | $25.2 萬 | 0.03% | −264−15.8% | 減碼 |
| Bank Hapoalim BM | 1,412 | $25.2 萬 | 0.03% | −596−29.7% | 減碼 |
| TFG Advisers LLC | 1,412 | $25.2 萬 | 0.13% | −3−0.2% | 減碼 |
| First National Corp | 1,410 | $25.2 萬 | 0.07% | +7+0.5% | 加碼 |
| Mengis Capital Management, Inc. | 1,412 | $25.2 萬 | 0.06% | +415+41.6% | 加碼 |
| Caxton Associates LP | 1,410 | $25.2 萬 | 0.03% | +1,410 | 新進 |
| Asset Management Corp | 1,415 | $25.3 萬 | 0.19% | +5+0.4% | 加碼 |
| Old Point Trust & Financial Services N A | 1,420 | $25.4 萬 | 0.12% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 1,423 | $25.4 萬 | 0.02% | +165+13.1% | 加碼 |
| Sittner & Nelson, LLC | 1,421 | $25.4 萬 | 0.17% | +296+26.3% | 加碼 |
| Acima Private Wealth, LLC | 1,421 | $25.4 萬 | 0.13% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 1,425 | $25.5 萬 | 0.09% | −302−17.5% | 減碼 |
| Everhart Financial Group, Inc. | 1,428 | $25.5 萬 | 0.15% | +1,428 | 新進 |
| FDx Advisors, Inc. | 1,432 | $25.6 萬 | 0.01% | −265−15.6% | 減碼 |
| Silicon Hills Wealth Management, LLC | 1,443 | $25.8 萬 | 0.19% | −728−33.5% | 減碼 |
| Forte Capital LLC | 1,444 | $25.8 萬 | 0.04% | −475−24.8% | 減碼 |
| Financial Partners Group, Inc | 1,442 | $25.8 萬 | 0.06% | +1+0.1% | 加碼 |
| Fortitude Advisory Group L.L.C. | 1,457 | $26.0 萬 | 0.24% | −53−3.5% | 減碼 |
| Strategic Equity Management | 1,452 | $26.0 萬 | 0.13% | +7+0.5% | 加碼 |
| Crescent Grove Advisors, LLC | 1,461 | $26.1 萬 | 0.03% | −506−25.7% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,496 | $26.1 萬 | 0.19% | +1+0.1% | 加碼 |
| DRW Securities, LLC | 1,460 | $26.1 萬 | 0.07% | +1,460 | 新進 |
| KerberRose Wealth Management, LLC | 1,458 | $26.1 萬 | 0.21% | +1,458 | 新進 |
| Summit X, LLC | 1,476 | $26.2 萬 | 0.08% | −56−3.7% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 1,468 | $26.2 萬 | 0.02% | −57−3.7% | 減碼 |
| ProVise Management Group, LLC | 1,465 | $26.2 萬 | 0.03% | −6−0.4% | 減碼 |
| BBR Partners, LLC | 1,464 | $26.2 萬 | 0.03% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 1,464 | $26.2 萬 | 0.04% | +75+5.4% | 加碼 |
| West Bancorporation Inc | 1,470 | $26.3 萬 | 0.19% | −526−26.4% | 減碼 |
| Waypoint Capital Advisors, LLC | 1,469 | $26.3 萬 | 0.12% | −51−3.4% | 減碼 |
| Richwood Investment Advisors, LLC | 1,471 | $26.3 萬 | 0.27% | +100+7.3% | 加碼 |
| Vigilare Wealth Management | 1,475 | $26.4 萬 | 0.29% | −350−19.2% | 減碼 |
| Guardian Wealth Advisors, LLC | 1,476 | $26.4 萬 | 0.05% | −237−13.8% | 減碼 |
| Hohimer Wealth Management, LLC | 1,477 | $26.4 萬 | 0.08% | +1+0.1% | 加碼 |
| BCS Wealth Management | 1,476 | $26.4 萬 | 0.12% | +1,476 | 新進 |
| Bell Bank | 1,480 | $26.5 萬 | 0.03% | 00.0% | 不變 |
| Brewin Dolphin Wealth Management Ltd | 1,480 | $26.5 萬 | 0.03% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,480 | $26.5 萬 | 0.04% | +28+1.9% | 加碼 |
| Fingerlakes Wealth Management, Inc. | 1,486 | $26.6 萬 | 0.36% | −64−4.1% | 減碼 |
| Highview Capital Management LLC | 1,490 | $26.6 萬 | 0.20% | 00.0% | 不變 |
| Center For Asset Management LLC | 1,488 | $26.6 萬 | 0.25% | +296+24.8% | 加碼 |
| Independent Family Office, LLC | 1,492 | $26.7 萬 | 0.24% | +8+0.5% | 加碼 |
| Rbo & Co LLC | 1,500 | $26.8 萬 | 0.05% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,500 | $26.8 萬 | 0.01% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 1,500 | $26.8 萬 | 0.08% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 1,503 | $26.9 萬 | 0.23% | +46+3.2% | 加碼 |
| Burton Enright Welch | 1,506 | $26.9 萬 | 0.16% | −40−2.6% | 減碼 |
| Smith Shellnut Wilson LLC | 1,513 | $27.0 萬 | 0.17% | −67−4.2% | 減碼 |
| Signet Investment Advisory Group, Inc. | 1,510 | $27.0 萬 | 0.19% | −40−2.6% | 減碼 |
| Cadinha & Co LLC | 1,510 | $27.0 萬 | 0.06% | +100+7.1% | 加碼 |
| Patten Group, Inc. | 1,500 | $27.0 萬 | 0.09% | +533+55.1% | 加碼 |
| Beacon Financial Advisory LLC | 1,521 | $27.2 萬 | 0.15% | −34−2.2% | 減碼 |
| Jmac Enterprises LLC | 1,520 | $27.2 萬 | 0.07% | +126+9.0% | 加碼 |
| RKL Wealth Management LLC | 1,526 | $27.3 萬 | 0.04% | +175+13.0% | 加碼 |
| Capital Square, LLC | 1,534 | $27.4 萬 | 0.23% | −2,005−56.7% | 減碼 |
| L2 Asset Management, LLC | 1,533 | $27.4 萬 | 0.20% | +98+6.8% | 加碼 |
| Summit Trail Advisors, LLC | 1,535 | $27.4 萬 | 0.02% | +181+13.4% | 加碼 |
| Addison Capital Co | 1,538 | $27.5 萬 | 0.16% | −160−9.4% | 減碼 |
| Sugarloaf Wealth Management, LLC | 1,541 | $27.5 萬 | 0.07% | +2+0.1% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 1,546 | $27.6 萬 | 0.01% | −38−2.4% | 減碼 |
| SAM Advisors, LLC | 1,540 | $27.6 萬 | 0.14% | 00.0% | 不變 |
| WNY Asset Management, LLC | 1,540 | $27.6 萬 | 0.09% | 00.0% | 不變 |
| Destination Wealth Management | 1,542 | $27.6 萬 | 0.01% | +275+21.7% | 加碼 |
| Schulhoff & Co Inc | 1,550 | $27.7 萬 | 0.13% | −100−6.1% | 減碼 |
| Bedel Financial Consulting, Inc. | 1,550 | $27.7 萬 | 0.08% | +2+0.1% | 加碼 |
| Operose Advisors LLC | 1,557 | $27.8 萬 | 0.20% | +6+0.4% | 加碼 |
| Soltis Investment Advisors LLC | 1,555 | $27.8 萬 | 0.04% | +25+1.6% | 加碼 |
| Charter Oak Capital Management, LLC | 1,560 | $27.9 萬 | 0.04% | +3+0.2% | 加碼 |
| PDS Planning, Inc | 1,562 | $27.9 萬 | 0.05% | +99+6.8% | 加碼 |
| L.M. Kohn & Company | 1,558 | $27.9 萬 | 0.13% | +300+23.8% | 加碼 |
| Bremer Bank National Association | 1,567 | $28.0 萬 | 0.05% | −50−3.1% | 減碼 |
| Sanford Advisory Services, LLC | 1,569 | $28.0 萬 | 0.08% | 00.0% | 不變 |
| Ledyard National Bank | 1,567 | $28.0 萬 | 0.03% | +120+8.3% | 加碼 |
| Acas, LLC | 1,412 | $28.0 萬 | 0.42% | +1+0.1% | 加碼 |