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 | 3,772 | $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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 2,141 | $38.2 萬 | 0.10% | −451,074−99.5% | 減碼 |
| Buckingham Strategic Partners | 2,135 | $38.2 萬 | 0.03% | +631+42.0% | 加碼 |
| Bensler, LLC | 2,137 | $38.2 萬 | 0.09% | −91−4.1% | 減碼 |
| First Financial Corp | 2,145 | $38.3 萬 | 0.25% | 00.0% | 不變 |
| Accredited Investors Inc. | 2,147 | $38.4 萬 | 0.05% | −7−0.3% | 減碼 |
| LVM Capital Management Ltd | 2,150 | $38.4 萬 | 0.06% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 2,153 | $38.5 萬 | 0.07% | −25−1.1% | 減碼 |
| Sunbelt Securities, Inc. | 2,152 | $38.5 萬 | 0.08% | +177+9.0% | 加碼 |
| Wealthsource Partners, LLC | 2,169 | $38.8 萬 | 0.03% | −136−5.9% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 2,173 | $38.8 萬 | 0.27% | +5+0.2% | 加碼 |
| Marcum Wealth, LLC | 2,172 | $38.8 萬 | 0.06% | +29+1.4% | 加碼 |
| StrategIQ Financial Group, LLC | 2,168 | $38.8 萬 | 0.05% | +60+2.8% | 加碼 |
| Derbend Asset Management | 2,184 | $39.0 萬 | 0.33% | −100−4.4% | 減碼 |
| Capital Advisors Inc | 2,182 | $39.0 萬 | 0.01% | +263+13.7% | 加碼 |
| OPSEU Pension Plan Trust Fund | 2,184 | $39.1 萬 | 0.10% | −11,084−83.5% | 減碼 |
| Tolleson Wealth Management, Inc. | 2,200 | $39.3 萬 | 0.11% | 00.0% | 不變 |
| Heron Financial Group, LLC | 2,202 | $39.4 萬 | 0.24% | +10.0% | 加碼 |
| NCM Capital Management, LLC | 2,205 | $39.4 萬 | 0.28% | 00.0% | 不變 |
| 55I, LLC | 2,212 | $39.5 萬 | 0.01% | −604−21.4% | 減碼 |
| Riverwater Partners LLC | 2,210 | $39.5 萬 | 0.40% | −19−0.9% | 減碼 |
| Johnson Financial Group, Inc. | 2,212 | $39.6 萬 | 0.03% | −13−0.6% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 2,227 | $39.8 萬 | 0.29% | +100+4.7% | 加碼 |
| Marion Wealth Management | 2,233 | $39.9 萬 | 0.21% | +469+26.6% | 加碼 |
| Athena Investment Management | 2,236 | $40.0 萬 | 0.32% | −2−0.1% | 減碼 |
| Bluefin Capital Management, LLC | 2,180 | $40.0 萬 | 0.05% | +210+10.7% | 加碼 |
| Fundamentun, LLC | 2,242 | $40.1 萬 | 0.08% | −98−4.2% | 減碼 |
| Childress Capital Advisors, LLC | 2,247 | $40.2 萬 | 0.16% | +121+5.7% | 加碼 |
| Evergreen Capital Management LLC | 2,250 | $40.3 萬 | 0.02% | −881−28.1% | 減碼 |
| Cahaba Wealth Management, Inc. | 2,257 | $40.3 萬 | 0.06% | −116−4.9% | 減碼 |
| Colony Family Offices, LLC | 2,255 | $40.3 萬 | 0.18% | +2,255 | 新進 |
| Goepper Burkhardt LLC | 2,260 | $40.4 萬 | 0.28% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,266 | $40.5 萬 | 0.32% | 00.0% | 不變 |
| Beck Bode, LLC | 2,265 | $40.5 萬 | 0.09% | +393+21.0% | 加碼 |
| Berger Financial Group, Inc | 2,273 | $40.6 萬 | 0.06% | +187+9.0% | 加碼 |
| Summit Financial Strategies, Inc. | 2,284 | $40.8 萬 | 0.10% | 00.0% | 不變 |
| Day & Ennis, LLC | 2,293 | $41.0 萬 | 0.16% | −103−4.3% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,300 | $41.1 萬 | 0.01% | −2,900−55.8% | 減碼 |
| Mechanics Financial Corp | 2,300 | $41.1 萬 | 0.25% | 00.0% | 不變 |
| Hotaling Investment Management, LLC | 2,315 | $41.4 萬 | 0.18% | −15−0.6% | 減碼 |
| Montag A & Associates Inc | 2,315 | $41.4 萬 | 0.03% | 00.0% | 不變 |
| Taylor Hoffman Wealth Management | 2,346 | $41.8 萬 | 0.20% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 2,340 | $41.8 萬 | 0.33% | +12+0.5% | 加碼 |
| Advisors Management Group Inc | 2,338 | $41.8 萬 | 0.15% | +63+2.8% | 加碼 |
| Fort Sheridan Advisors LLC | 2,345 | $41.9 萬 | 0.14% | 00.0% | 不變 |
| Exane Derivatives | 2,354 | $42.1 萬 | 0.24% | −1,283−35.3% | 減碼 |
| Benjamin Edwards Inc | 2,361 | $42.2 萬 | 0.12% | −10−0.4% | 減碼 |
| Capital Planning Advisors, LLC | 2,358 | $42.2 萬 | 0.11% | +72+3.1% | 加碼 |
| 180 Wealth Advisors, LLC | 2,370 | $42.3 萬 | 0.11% | −35−1.5% | 減碼 |
| Wimmer Associates 1, LLC | 2,371 | $42.4 萬 | 0.28% | 00.0% | 不變 |
| Rollins Financial | 2,379 | $42.5 萬 | 0.15% | −842−26.1% | 減碼 |
| Tarbox Family Office, Inc. | 2,385 | $42.6 萬 | 0.10% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 2,400 | $42.7 萬 | 0.23% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 2,392 | $42.8 萬 | 0.00% | +334+16.2% | 加碼 |
| Dakota Wealth Management | 2,394 | $42.8 萬 | 0.04% | +575+31.6% | 加碼 |
| Regent Investment Management LLC | 2,400 | $42.9 萬 | 0.12% | 00.0% | 不變 |
| Clarus Group, Inc. | 2,405 | $43.0 萬 | 0.36% | +2+0.1% | 加碼 |
| Evanson Asset Management, LLC | 2,406 | $43.0 萬 | 0.05% | +201+9.1% | 加碼 |
| Hexagon Capital Partners LLC | 2,416 | $43.2 萬 | 0.13% | −103−4.1% | 減碼 |
| Old Second National Bank of Aurora | 2,425 | $43.3 萬 | 0.12% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 2,427 | $43.3 萬 | 0.38% | −21−0.9% | 減碼 |
| Keel Point, LLC | 2,270 | $43.3 萬 | 0.07% | +122+5.7% | 加碼 |
| Boothbay Fund Management, LLC | 2,441 | $43.6 萬 | 0.02% | +2,441 | 新進 |
| MQS Management LLC | 2,442 | $43.7 萬 | 0.30% | +223+10.0% | 加碼 |
| First Citizens Financial Corp | 2,454 | $43.9 萬 | 0.39% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 2,460 | $44.0 萬 | 0.01% | 00.0% | 不變 |
| Fiduciary Group LLC | 2,268 | $44.0 萬 | 0.05% | +1,152+103.2% | 加碼 |
| DSC Advisors, L.P. | 2,472 | $44.2 萬 | 0.44% | −463−15.8% | 減碼 |
| Claris Advisors, LLC | 2,479 | $44.3 萬 | 0.48% | 00.0% | 不變 |
| WESPAC Advisors SoCal, LLC | 2,496 | $44.6 萬 | 0.17% | −279−10.1% | 減碼 |
| Sippican Capital Advisors | 2,500 | $44.7 萬 | 0.44% | −300−10.7% | 減碼 |
| First National Bank of Hutchinson | 2,502 | $44.7 萬 | 0.33% | +6+0.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,509 | $44.8 萬 | 0.03% | −400−13.8% | 減碼 |
| Saxon Interests, Inc. | 2,510 | $44.9 萬 | 0.27% | −236−8.6% | 減碼 |
| Bordeaux Wealth Advisors LLC | 2,510 | $44.9 萬 | 0.31% | −47−1.8% | 減碼 |
| Seelaus Asset Management LLC | 2,511 | $44.9 萬 | 0.33% | 00.0% | 不變 |
| Carret Asset Management, LLC | 2,543 | $45.5 萬 | 0.06% | −219−7.9% | 減碼 |
| W Advisors, LLC | 2,551 | $45.6 萬 | 0.39% | +14+0.6% | 加碼 |
| Heritage Wealth Advisors | 2,556 | $45.7 萬 | 0.03% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 2,555 | $45.7 萬 | 0.29% | +10.0% | 加碼 |
| Delphia (USA) Inc. | 2,555 | $45.7 萬 | 0.31% | +326+14.6% | 加碼 |
| Paloma Partners Management Co | 2,554 | $45.7 萬 | 0.05% | +2,379+1,359.4% | 加碼 |
| Concord Wealth Partners | 2,572 | $46.0 萬 | 0.13% | +28+1.1% | 加碼 |
| Castleark Management LLC | 2,590 | $46.3 萬 | 0.02% | 00.0% | 不變 |
| Security National Bank | 2,597 | $46.4 萬 | 0.13% | 00.0% | 不變 |
| Windsor Capital Management, LLC | 2,602 | $46.5 萬 | 0.17% | 00.0% | 不變 |
| Perpetual Investment Management Ltd | 2,600 | $46.5 萬 | 0.07% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 2,603 | $46.5 萬 | 0.22% | +714+37.8% | 加碼 |
| Clearstead Advisors, LLC | 2,611 | $46.7 萬 | 0.04% | −437−14.3% | 減碼 |
| Pine Haven Investment Counsel, Inc | 2,622 | $46.9 萬 | 0.55% | +18+0.7% | 加碼 |
| Mendel Money Management | 2,637 | $47.1 萬 | 0.28% | +30+1.2% | 加碼 |
| IFG Advisory, LLC | 2,642 | $47.1 萬 | 0.05% | +125+5.0% | 加碼 |
| PrairieView Partners, LLC | 2,641 | $47.2 萬 | 0.07% | 00.0% | 不變 |
| Mather Group, LLC. | 2,643 | $47.2 萬 | 0.01% | +51+2.0% | 加碼 |
| Raleigh Capital Management Inc. | 2,644 | $47.3 萬 | 0.27% | +255+10.7% | 加碼 |
| Sabal Trust CO | 2,659 | $47.5 萬 | 0.03% | −106,958−97.6% | 減碼 |
| Garner Asset Management Corp | 2,659 | $47.5 萬 | 0.21% | +300+12.7% | 加碼 |
| LCNB Corp | 2,667 | $47.7 萬 | 0.25% | −50−1.8% | 減碼 |
| Opes Wealth Management LLC | 2,666 | $47.7 萬 | 0.19% | 00.0% | 不變 |
| Aspiriant, LLC | 2,671 | $47.8 萬 | 0.02% | −102−3.7% | 減碼 |
| Kore Private Wealth LLC | 2,673 | $47.8 萬 | 0.07% | −44−1.6% | 減碼 |