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 |
|---|---|---|---|---|---|
| Woodstock Corp | 3,325 | $59.4 萬 | 0.08% | −150−4.3% | 減碼 |
| Sawgrass Asset Management LLC | 3,325 | $59.4 萬 | 0.08% | −20−0.6% | 減碼 |
| Washington Trust Advisors, Inc. | 3,332 | $59.5 萬 | 0.05% | −41−1.2% | 減碼 |
| Ballast, Inc. | 3,333 | $59.5 萬 | 0.28% | +453+15.7% | 加碼 |
| Rehmann Capital Advisory Group | 3,331 | $59.5 萬 | 0.07% | −371−10.0% | 減碼 |
| Morris Retirement Advisors, LLC | 3,335 | $59.6 萬 | 0.52% | −225−6.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,336 | $59.6 萬 | 0.07% | +540+19.3% | 加碼 |
| Retirement Planning Co of New England, Inc. | 3,342 | $59.7 萬 | 0.41% | −108−3.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 3,350 | $59.9 萬 | 0.05% | −310−8.5% | 減碼 |
| First Heartland Consultants, Inc. | 3,356 | $59.9 萬 | 0.09% | +263+8.5% | 加碼 |
| Lion Street Advisors, LLC | 2,929 | $59.9 萬 | 0.31% | +3+0.1% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 3,354 | $60.0 萬 | 0.09% | 00.0% | 不變 |
| Advisor Resource Council | 3,352 | $60.0 萬 | 0.06% | +2,231+199.0% | 加碼 |
| TD Ameritrade Investment Management, LLC | 3,364 | $60.1 萬 | 0.01% | −1,159−25.6% | 減碼 |
| Stonebridge Capital Advisors LLC | 3,376 | $60.4 萬 | 0.07% | −60−1.7% | 減碼 |
| Brighton Jones LLC | 3,383 | $60.5 萬 | 0.04% | −10−0.3% | 減碼 |
| Tompkins Financial Corp | 3,404 | $60.8 萬 | 0.10% | −585−14.7% | 減碼 |
| Laird Norton Trust Company, LLC | 3,404 | $60.8 萬 | 0.08% | −268−7.3% | 減碼 |
| E&G Advisors, LP | 3,400 | $60.8 萬 | 0.21% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 3,400 | $60.8 萬 | 0.55% | 00.0% | 不變 |
| Advisory Alpha, LLC | 3,406 | $60.9 萬 | 0.05% | −33−1.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,414 | $61.0 萬 | 0.03% | +33+1.0% | 加碼 |
| Ballast Advisors LLC | 3,430 | $61.3 萬 | 0.28% | 00.0% | 不變 |
| 44 Wealth Management LLC | 3,434 | $61.4 萬 | 0.24% | −409−10.6% | 減碼 |
| Rodgers Brothers Inc. | 3,440 | $61.5 萬 | 0.12% | 00.0% | 不變 |
| Kavar Capital Partners Group, LLC | 3,448 | $61.6 萬 | 0.14% | +400+13.1% | 加碼 |
| IPG Investment Advisors LLC | 3,451 | $61.7 萬 | 0.15% | −91−2.6% | 減碼 |
| Texas Yale Capital Corp. | 3,458 | $61.8 萬 | 0.04% | +90+2.7% | 加碼 |
| Balentine LLC | 3,466 | $62.0 萬 | 0.02% | +349+11.2% | 加碼 |
| Quadrant Capital Group LLC | 3,468 | $62.0 萬 | 0.08% | +439+14.5% | 加碼 |
| Monticello Wealth Management, LLC | 3,480 | $62.2 萬 | 0.07% | −225−6.1% | 減碼 |
| Indiana Trust & Investment Management CO | 3,478 | $62.2 萬 | 0.35% | +182+5.5% | 加碼 |
| GPS Wealth Strategies Group, LLC | 3,488 | $62.4 萬 | 0.16% | −246−6.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,489 | $62.4 萬 | 0.36% | +1,354+63.4% | 加碼 |
| Fernwood Investment Management, LLC | 3,497 | $62.5 萬 | 0.27% | 00.0% | 不變 |
| AXS Investments LLC | 3,503 | $62.6 萬 | 0.22% | −1,833−34.4% | 減碼 |
| Granite Investment Partners, LLC | 3,500 | $62.6 萬 | 0.03% | +3,500 | 新進 |
| XML Financial, LLC | 3,505 | $62.7 萬 | 0.14% | +256+7.9% | 加碼 |
| First Manhattan Co | 3,515 | $62.8 萬 | 0.00% | +3+0.1% | 加碼 |
| SignalPoint Asset Management, LLC | 3,526 | $63.0 萬 | 0.23% | −94−2.6% | 減碼 |
| Kaizen Financial Strategies | 3,535 | $63.2 萬 | 0.63% | −96−2.6% | 減碼 |
| Cooper Financial Group | 3,537 | $63.2 萬 | 0.23% | +1,451+69.6% | 加碼 |
| Auxier Asset Management | 3,540 | $63.3 萬 | 0.11% | 00.0% | 不變 |
| Boston Research & Management Inc | 3,542 | $63.3 萬 | 0.21% | 00.0% | 不變 |
| Wealth Management Partners, LLC | 4,000 | $63.4 萬 | 0.56% | +1,000+33.3% | 加碼 |
| Taurus Asset Management, LLC | 3,558 | $63.6 萬 | 0.08% | 00.0% | 不變 |
| Wealth Architects, LLC | 3,557 | $63.6 萬 | 0.12% | +15+0.4% | 加碼 |
| Gleason Group, Inc. | 3,558 | $63.6 萬 | 0.22% | +19+0.5% | 加碼 |
| White Lighthouse Investment Management Inc. | 3,571 | $63.8 萬 | 0.18% | −3−0.1% | 減碼 |
| Thomasville National Bank | 3,569 | $63.8 萬 | 0.07% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 3,568 | $63.8 萬 | 0.07% | +166+4.9% | 加碼 |
| Modera Wealth Management, LLC | 3,573 | $63.9 萬 | 0.03% | −31−0.9% | 減碼 |
| Mizuho Securities USA LLC | 3,584 | $64.1 萬 | 0.10% | 00.0% | 不變 |
| Cynosure Management, LLC | 3,600 | $64.4 萬 | 0.63% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 3,608 | $64.5 萬 | 0.21% | +30+0.8% | 加碼 |
| Vident Investment Advisory, LLC | 3,591 | $64.6 萬 | 0.02% | −565−13.6% | 減碼 |
| Nwam LLC | 3,677 | $64.8 萬 | 0.06% | −159−4.1% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,625 | $64.8 萬 | 0.30% | −15−0.4% | 減碼 |
| Federated Hermes, Inc. | 3,628 | $64.9 萬 | 0.00% | −1,157−24.2% | 減碼 |
| Delta Investment Management, LLC | 3,633 | $64.9 萬 | 0.30% | +10.0% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 3,637 | $65.0 萬 | 0.84% | −7,740−68.0% | 減碼 |
| Patton Albertson Miller Group, LLC | 3,638 | $65.0 萬 | 0.13% | −85−2.3% | 減碼 |
| J. W. Coons Advisors, LLC | 3,630 | $65.1 萬 | 0.23% | −50−1.4% | 減碼 |
| Sawtooth Solutions, LLC | 3,660 | $65.4 萬 | 0.08% | +1,009+38.1% | 加碼 |
| South State Corp. | 3,659 | $65.5 萬 | 0.06% | −117−3.1% | 減碼 |
| Strategic Blueprint, LLC | 3,662 | $65.5 萬 | 0.08% | +335+10.1% | 加碼 |
| Curated Wealth Partners LLC | 3,659 | $65.5 萬 | 0.19% | +2,206+151.8% | 加碼 |
| Gouws Capital LLC | 3,688 | $65.9 萬 | 0.63% | +3,688 | 新進 |
| Sentry Investment Management LLC | 3,695 | $66.1 萬 | 0.30% | −596−13.9% | 減碼 |
| Concentric Wealth Management, LLC | 3,700 | $66.1 萬 | 0.22% | +300+8.8% | 加碼 |
| Circle Wealth Management, LLC | 3,701 | $66.2 萬 | 0.11% | +28+0.8% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,701 | $66.2 萬 | 0.11% | +348+10.4% | 加碼 |
| Roman Butler Fullerton & Co | 3,831 | $66.4 萬 | 0.37% | +149+4.0% | 加碼 |
| Crawford Investment Counsel Inc | 3,718 | $66.5 萬 | 0.01% | −211−5.4% | 減碼 |
| Stiles Financial Services Inc | 3,719 | $66.5 萬 | 0.40% | +13+0.4% | 加碼 |
| Source Financial Advisors LLC | 3,761 | $67.2 萬 | 0.26% | −26−0.7% | 減碼 |
| Menard Financial Group LLC | 3,769 | $67.4 萬 | 1.10% | −109−2.8% | 減碼 |
| Morse Asset Management, Inc | 3,769 | $67.4 萬 | 0.22% | +795+26.7% | 加碼 |
| Montecito Bank & Trust | 3,776 | $67.5 萬 | 0.16% | +35+0.9% | 加碼 |
| Ancora Advisors, LLC | 3,784 | $67.7 萬 | 0.02% | +50+1.3% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,417 | $67.7 萬 | 0.17% | +83+2.5% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,790 | $67.8 萬 | 0.04% | +345+10.0% | 加碼 |
| Charles Schwab Trust Co | 3,800 | $67.9 萬 | 0.14% | 00.0% | 不變 |
| Aire Advisors, LLC | 3,780 | $67.9 萬 | 0.24% | +2,833+299.2% | 加碼 |
| US Asset Management LLC | 3,802 | $68.0 萬 | 0.75% | 00.0% | 不變 |
| Courier Capital LLC | 3,811 | $68.1 萬 | 0.08% | +10.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,807 | $68.1 萬 | 0.04% | +256+7.2% | 加碼 |
| Horizon Wealth Management, LLC | 3,816 | $68.2 萬 | 0.28% | +15+0.4% | 加碼 |
| Change Path, LLC | 3,835 | $68.5 萬 | 0.04% | −3,338−46.5% | 減碼 |
| CRA Financial Services, LLC | 3,832 | $68.5 萬 | 0.23% | −600−13.5% | 減碼 |
| Credit Agricole S A | 3,826 | $68.5 萬 | 0.03% | −346−8.3% | 減碼 |
| Hancock Whitney Corp | 3,835 | $68.6 萬 | 0.03% | −126−3.2% | 減碼 |
| Xcel Wealth Management, LLC | 3,835 | $68.6 萬 | 0.25% | +10.0% | 加碼 |
| DMG Group, LLC | 3,856 | $68.8 萬 | 0.81% | +601+18.5% | 加碼 |
| Grandview Asset Management LLC | 3,855 | $68.9 萬 | 0.39% | −783−16.9% | 減碼 |
| Hudson Valley Investment Advisors Inc | 3,856 | $68.9 萬 | 0.11% | −100−2.5% | 減碼 |
| ZWJ Investment Counsel Inc | 3,861 | $69.0 萬 | 0.04% | +2,330+152.2% | 加碼 |
| SNS Financial Group, LLC | 3,865 | $69.1 萬 | 0.09% | +23+0.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 3,868 | $69.1 萬 | 0.05% | +144+3.9% | 加碼 |
| Lantz Financial LLC | 3,878 | $69.3 萬 | 0.31% | −299−7.2% | 減碼 |