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 |
|---|---|---|---|---|---|
| AF Advisors, Inc. | 2,680 | $47.9 萬 | 0.30% | +820+44.1% | 加碼 |
| Northstar Group, Inc. | 2,681 | $48.0 萬 | 0.14% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 2,699 | $48.2 萬 | 0.00% | −636−19.1% | 減碼 |
| Zeke Capital Advisors, LLC | 2,711 | $48.5 萬 | 0.03% | −36−1.3% | 減碼 |
| WCG Wealth Advisors LLC | 2,731 | $48.8 萬 | 0.07% | +2,731 | 新進 |
| Manchester Capital Management LLC | 2,737 | $48.9 萬 | 0.08% | +10.0% | 加碼 |
| Bartlett & Co. LLC | 2,736 | $48.9 萬 | 0.01% | +13+0.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,736 | $48.9 萬 | 0.01% | +13+0.5% | 加碼 |
| Fulton Bank, N.A. | 2,739 | $49.0 萬 | 0.03% | −116−4.1% | 減碼 |
| Avalon Investment & Advisory | 2,741 | $49.0 萬 | 0.01% | −81−2.9% | 減碼 |
| Landaas & Co | 2,751 | $49.2 萬 | 0.30% | 00.0% | 不變 |
| Benin Management CORP | 2,756 | $49.3 萬 | 0.19% | 00.0% | 不變 |
| MONECO Advisors, LLC | 2,756 | $49.3 萬 | 0.19% | +43+1.6% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 2,774 | $49.6 萬 | 0.09% | −162−5.5% | 減碼 |
| Toth Financial Advisory Corp | 2,775 | $49.6 萬 | 0.09% | +52+1.9% | 加碼 |
| International Assets Investment Management, LLC | 2,782 | $49.7 萬 | 0.10% | −103−3.6% | 減碼 |
| Platform Technology Partners | 2,778 | $49.7 萬 | 0.27% | +109+4.1% | 加碼 |
| Kozak & Associates, Inc. | 2,782 | $49.7 萬 | 0.33% | +4+0.1% | 加碼 |
| First Western Trust Bank | 2,723 | $50.0 萬 | 0.03% | −380−12.2% | 減碼 |
| Garrett Investment Advisors LLC | 2,796 | $50.0 萬 | 0.14% | +750+36.7% | 加碼 |
| Peavine Capital, LLC | 2,800 | $50.1 萬 | 0.11% | 00.0% | 不變 |
| Well Done, LLC | 2,810 | $50.2 萬 | 0.11% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,813 | $50.3 萬 | 0.04% | −1,200−29.9% | 減碼 |
| Cape Cod Five Cents Savings Bank | 2,815 | $50.3 萬 | 0.06% | −158−5.3% | 減碼 |
| MPS Loria Financial Planners, LLC | 2,815 | $50.3 萬 | 0.23% | +3+0.1% | 加碼 |
| Mechanics Bank Trust Department | 2,822 | $50.4 萬 | 0.09% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 2,926 | $50.4 萬 | 0.02% | +640+28.0% | 加碼 |
| VeraBank, N.A. | 2,835 | $50.7 萬 | 0.30% | 00.0% | 不變 |
| HCR Wealth Advisors | 2,847 | $50.9 萬 | 0.10% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 2,845 | $50.9 萬 | 0.45% | 00.0% | 不變 |
| 626 Financial, LLC | 2,855 | $51.1 萬 | 0.39% | −269−8.6% | 減碼 |
| Wealthspan Partners, LLC | 2,857 | $51.1 萬 | 0.53% | −70−2.4% | 減碼 |
| Corundum Group, Inc. | 2,859 | $51.1 萬 | 0.35% | +74+2.7% | 加碼 |
| Girard Partners Ltd. | 2,859 | $51.1 萬 | 0.07% | +76+2.7% | 加碼 |
| Tobam | 2,862 | $51.2 萬 | 0.03% | +187+7.0% | 加碼 |
| Intrust Bank NA | 2,878 | $51.5 萬 | 0.07% | −28−1.0% | 減碼 |
| Wedmont Private Capital | 2,885 | $51.6 萬 | 0.11% | +434+17.7% | 加碼 |
| Bath Savings Trust Co | 2,901 | $51.9 萬 | 0.07% | −5−0.2% | 減碼 |
| Accurate Wealth Management, LLC | 2,890 | $51.9 萬 | 0.28% | +90+3.2% | 加碼 |
| Two Sigma Securities, LLC | 2,910 | $52.0 萬 | 0.09% | −4,706−61.8% | 減碼 |
| Financial Management Network Inc | 2,916 | $52.0 萬 | 0.28% | −263−8.3% | 減碼 |
| Mason Investment Advisory Services, Inc. | 2,920 | $52.2 萬 | 0.05% | −8,918−75.3% | 減碼 |
| HHM Wealth Advisors, LLC | 2,918 | $52.2 萬 | 0.13% | −100−3.3% | 減碼 |
| Hilltop Holdings Inc. | 2,923 | $52.2 萬 | 0.07% | −35−1.2% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 2,936 | $52.5 萬 | 0.14% | −677−18.7% | 減碼 |
| CWA Asset Management Group, LLC | 2,943 | $52.6 萬 | 0.05% | −46−1.5% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 2,940 | $52.6 萬 | 0.57% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 2,953 | $52.8 萬 | 0.14% | +277+10.4% | 加碼 |
| Somerville Kurt F | 2,965 | $53.0 萬 | 0.10% | −200−6.3% | 減碼 |
| CMG Global Holdings, LLC | 2,972 | $53.1 萬 | 0.55% | −195−6.2% | 減碼 |
| Kowal Investment Group, LLC | 2,989 | $53.4 萬 | 0.17% | +910+43.8% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $53.6 萬 | 0.21% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 3,000 | $53.6 萬 | 0.14% | +110+3.8% | 加碼 |
| Chicago Trust Co NA | 3,000 | $53.6 萬 | 0.14% | +730+32.2% | 加碼 |
| GeoWealth Management, LLC | 3,003 | $53.7 萬 | 0.07% | −82−2.7% | 減碼 |
| Diligent Investors, LLC | 3,033 | $54.2 萬 | 0.19% | −13−0.4% | 減碼 |
| Abacus Planning Group, Inc. | 3,057 | $54.6 萬 | 0.16% | −4−0.1% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,046 | $54.6 萬 | 0.25% | +241+8.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,065 | $54.8 萬 | 0.06% | +570+22.8% | 加碼 |
| Clear Creek Financial Management, LLC | 3,073 | $54.9 萬 | 0.11% | +247+8.7% | 加碼 |
| Rossmore Private Capital | 3,073 | $54.9 萬 | 0.10% | +380+14.1% | 加碼 |
| Norway Savings Bank | 3,075 | $55.0 萬 | 0.28% | +773+33.6% | 加碼 |
| Founders Financial Securities LLC | 3,086 | $55.2 萬 | 0.11% | +396+14.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 3,095 | $55.4 萬 | 0.01% | −28,104−90.1% | 減碼 |
| Vanguard Capital Wealth Advisors | 3,103 | $55.4 萬 | 0.63% | −245−7.3% | 減碼 |
| Capstone Financial Advisors, Inc. | 3,099 | $55.4 萬 | 0.05% | +415+15.5% | 加碼 |
| Wealth Effects LLC | 3,104 | $55.5 萬 | 0.33% | +256+9.0% | 加碼 |
| Capstone Investment Advisors, LLC | 3,117 | $55.7 萬 | 0.01% | −8,422−73.0% | 減碼 |
| Fortem Financial Group, LLC | 3,131 | $56.0 萬 | 0.37% | −579−15.6% | 減碼 |
| Sweet Financial Partners, LLC | 3,131 | $56.0 萬 | 0.18% | −11−0.4% | 減碼 |
| Gray Wealth Management Inc. | 3,137 | $56.1 萬 | 0.34% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 3,143 | $56.2 萬 | 0.07% | −8,516−73.0% | 減碼 |
| Willow Creek Wealth Management Inc. | 3,142 | $56.2 萬 | 0.10% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 3,143 | $56.2 萬 | 0.05% | +366+13.2% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,146 | $56.3 萬 | 0.52% | −38−1.2% | 減碼 |
| Pathway Financial Advisors LLC | 3,163 | $56.5 萬 | 0.24% | 00.0% | 不變 |
| Maryland Capital Management | 3,173 | $56.7 萬 | 0.04% | +120+3.9% | 加碼 |
| CCG Wealth Management, LLC | 3,176 | $56.8 萬 | 0.32% | +55+1.8% | 加碼 |
| Cardiff Park Advisors, LLC | 3,183 | $56.9 萬 | 0.09% | −85−2.6% | 減碼 |
| Sunflower Bank, N.A. | 3,195 | $57.2 萬 | 0.11% | −2,662−45.4% | 減碼 |
| Kercheville Advisors, LLC | 3,200 | $57.2 萬 | 0.38% | −975−23.4% | 減碼 |
| B&D White Capital Company, LLC | 3,200 | $57.2 萬 | 0.24% | +3,200 | 新進 |
| Atwood & Palmer Inc | 3,208 | $57.3 萬 | 0.06% | −75−2.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,213 | $57.4 萬 | 0.10% | −793−19.8% | 減碼 |
| Edgestream Partners, L.P. | 3,215 | $57.5 萬 | 0.05% | −2,110−39.6% | 減碼 |
| Hoey Investments, Inc | 3,222 | $57.6 萬 | 0.26% | −2,344−42.1% | 減碼 |
| Security Financial Services, INC. | 3,227 | $57.7 萬 | 0.18% | 00.0% | 不變 |
| Mission Wealth Management, LP | 3,239 | $57.9 萬 | 0.03% | −205−6.0% | 減碼 |
| First Command Bank | 3,245 | $58.0 萬 | 0.08% | −73−2.2% | 減碼 |
| First Command Financial Services, Inc. | 3,245 | $58.0 萬 | 0.08% | −73−2.2% | 減碼 |
| CNB Bank | 3,248 | $58.1 萬 | 0.38% | 00.0% | 不變 |
| Zhang Financial LLC | 3,254 | $58.2 萬 | 0.09% | +604+22.8% | 加碼 |
| Arete Wealth Advisors, LLC | 3,260 | $58.3 萬 | 0.06% | +205+6.7% | 加碼 |
| Archer Investment Corp | 3,269 | $58.4 萬 | 0.24% | +101+3.2% | 加碼 |
| Visionary Wealth Advisors | 3,275 | $58.5 萬 | 0.05% | −787−19.4% | 減碼 |
| Trust Co | 3,272 | $58.5 萬 | 0.13% | −60−1.8% | 減碼 |
| Carmichael Hill & Associates, Inc. | 3,299 | $59.0 萬 | 0.34% | −7−0.2% | 減碼 |
| King Wealth | 3,301 | $59.0 萬 | 0.14% | +29+0.9% | 加碼 |
| Warren Averett Asset Management, LLC | 3,307 | $59.1 萬 | 0.05% | −12−0.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,307 | $59.1 萬 | 0.17% | +43+1.3% | 加碼 |