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 |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 5,775 | $103.2 萬 | 0.01% | 00.0% | 不變 |
| Arbor Trust Wealth Advisors, LLC | 5,775 | $103.2 萬 | 0.72% | +565+10.8% | 加碼 |
| Founders Financial Alliance, LLC | 5,753 | $102.8 萬 | 0.52% | +2,622+83.7% | 加碼 |
| Trexquant Investment LP | 5,748 | $102.8 萬 | 0.05% | +5,748 | 新進 |
| Baker Tilly Wealth Management, LLC | 5,721 | $102.3 萬 | 0.13% | +19+0.3% | 加碼 |
| StoneX Group Inc. | 5,717 | $102.2 萬 | 0.12% | −582−9.2% | 減碼 |
| WMS Partners, LLC | 5,711 | $102.1 萬 | 0.16% | +1,504+35.7% | 加碼 |
| Flputnam Investment Management Co | 5,701 | $101.9 萬 | 0.04% | +1,978+53.1% | 加碼 |
| Symmetry Partners, LLC | 5,683 | $101.6 萬 | 0.07% | −212−3.6% | 減碼 |
| Rothschild Investment Corp | 5,652 | $101.0 萬 | 0.09% | +267+5.0% | 加碼 |
| Tempus Wealth Planning, LLC | 5,628 | $100.6 萬 | 0.83% | −18−0.3% | 減碼 |
| Penobscot Investment Management Company, Inc. | 5,605 | $100.2 萬 | 0.17% | −50−0.9% | 減碼 |
| Comerica Securities,inc. | 5,606 | $100.2 萬 | 0.08% | +293+5.5% | 加碼 |
| Sargent Investment Group, LLC | 5,593 | $100.0 萬 | 0.31% | +815+17.1% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,580 | $99.8 萬 | 0.04% | 00.0% | 不變 |
| St Germain D J Co Inc | 5,550 | $99.2 萬 | 0.07% | −34−0.6% | 減碼 |
| Nations Financial Group Inc, | 5,551 | $99.2 萬 | 0.13% | +419+8.2% | 加碼 |
| Barber Financial Group, Inc. | 5,533 | $98.9 萬 | 0.16% | +32+0.6% | 加碼 |
| Aureus Asset Management, LLC | 5,505 | $98.4 萬 | 0.08% | −4,179−43.2% | 減碼 |
| Van Strum & Towne Inc. | 5,492 | $98.1 萬 | 0.42% | −120−2.1% | 減碼 |
| Apollon Wealth Management, LLC | 5,467 | $97.7 萬 | 0.08% | +47+0.9% | 加碼 |
| Qtron Investments LLC | 5,463 | $97.7 萬 | 0.21% | +5,463 | 新進 |
| M Holdings Securities, Inc. | 5,451 | $97.4 萬 | 0.10% | −279−4.9% | 減碼 |
| Eastern Bank | 5,453 | $97.4 萬 | 0.05% | +35+0.6% | 加碼 |
| Next Century Growth Investors LLC | 5,446 | $97.3 萬 | 0.13% | −10,785−66.4% | 減碼 |
| CFM Wealth Partners LLC | 5,442 | $97.3 萬 | 0.29% | +34+0.6% | 加碼 |
| CPWM, LLC | 5,413 | $96.8 萬 | 0.09% | +6+0.1% | 加碼 |
| Proequities, Inc. | 5,414 | $96.8 萬 | 0.08% | +60+1.1% | 加碼 |
| Independent Financial Group, LLC | 5,394 | $96.4 萬 | 0.10% | −49−0.9% | 減碼 |
| Rational Advisors LLC | 5,375 | $96.1 萬 | 0.07% | −994−15.6% | 減碼 |
| Garrison Point Advisors, LLC | 5,370 | $96.0 萬 | 0.80% | 00.0% | 不變 |
| Wolff Financial Management LLC | 5,363 | $95.9 萬 | 0.43% | −50−0.9% | 減碼 |
| World Equity Group, Inc. | 5,357 | $95.8 萬 | 0.24% | −619−10.4% | 減碼 |
| Cladis Investment Advisory, LLC | 5,333 | $95.3 萬 | 0.95% | −150−2.7% | 減碼 |
| Byrne Asset Management LLC | 5,321 | $95.1 萬 | 0.70% | −12−0.2% | 減碼 |
| Cozad Asset Management Inc | 5,312 | $95.0 萬 | 0.15% | +2,003+60.5% | 加碼 |
| Howland Capital Management LLC | 5,305 | $94.8 萬 | 0.06% | −40−0.7% | 減碼 |
| SOL Capital Management CO | 5,287 | $94.5 萬 | 0.19% | −6−0.1% | 減碼 |
| PSI Advisors, LLC | 5,288 | $94.5 萬 | 0.46% | +240+4.8% | 加碼 |
| Institute for Wealth Management, LLC. | 5,283 | $94.4 萬 | 0.19% | 00.0% | 不變 |
| WD Rutherford LLC | 5,264 | $94.1 萬 | 0.73% | +220+4.4% | 加碼 |
| HM Payson & Co | 5,255 | $93.9 萬 | 0.02% | −47−0.9% | 減碼 |
| Schnieders Capital Management LLC | 5,209 | $93.1 萬 | 0.28% | −467−8.2% | 減碼 |
| Maven Securities LTD | 5,208 | $93.1 萬 | 0.16% | +2,557+96.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,195 | $92.9 萬 | 0.07% | −50−1.0% | 減碼 |
| CoreFirst Bank & Trust | 5,190 | $92.8 萬 | 0.73% | +315+6.5% | 加碼 |
| Arkadios Wealth Advisors | 5,193 | $92.8 萬 | 0.14% | +408+8.5% | 加碼 |
| United Bank | 5,175 | $92.5 萬 | 0.14% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 5,173 | $92.5 萬 | 0.69% | +611+13.4% | 加碼 |
| Gamble Jones Investment Counsel | 5,168 | $92.4 萬 | 0.07% | −2,750−34.7% | 減碼 |
| GoalVest Advisory LLC | 5,299 | $92.1 萬 | 0.58% | −105−1.9% | 減碼 |
| Parkside Financial Bank & Trust | 5,145 | $91.9 萬 | 0.28% | +3,264+173.5% | 加碼 |
| First Foundation Advisors | 5,129 | $91.7 萬 | 0.04% | −463−8.3% | 減碼 |
| Zions Bancorporation, N.A. | 5,111 | $91.3 萬 | 0.09% | +139+2.8% | 加碼 |
| Legacy Wealth Asset Management, LLC | 5,076 | $90.7 萬 | 0.37% | 00.0% | 不變 |
| Forum Financial Management, LP | 5,032 | $90.0 萬 | 0.05% | +209+4.3% | 加碼 |
| Alaethes Wealth LLC | 5,017 | $89.7 萬 | 0.67% | +4,752+1,793.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 4,973 | $88.9 萬 | 0.13% | +4,969+124,225.0% | 加碼 |
| Laffer Tengler Investments | 4,968 | $88.8 萬 | 0.31% | −109−2.1% | 減碼 |
| Harfst & Associates, Inc. | 4,969 | $88.8 萬 | 0.25% | −2,280−31.5% | 減碼 |
| AIA Group Ltd | 4,958 | $88.6 萬 | 0.05% | −904−15.4% | 減碼 |
| Princeton Global Asset Management LLC | 4,950 | $88.5 萬 | 0.29% | −360−6.8% | 減碼 |
| Pitcairn Co | 4,939 | $88.3 萬 | 0.09% | −77−1.5% | 減碼 |
| Good Life Advisors, LLC | 4,927 | $88.1 萬 | 0.12% | −440−8.2% | 減碼 |
| Continuum Advisory, LLC | 4,917 | $87.9 萬 | 0.16% | −129−2.6% | 減碼 |
| HYA Advisors, Inc | 4,913 | $87.8 萬 | 0.34% | −101−2.0% | 減碼 |
| SevenBridge Financial Group, LLC | 4,894 | $87.5 萬 | 0.35% | +209+4.5% | 加碼 |
| Csenge Advisory Group | 4,861 | $86.9 萬 | 0.07% | −641−11.7% | 減碼 |
| Kovack Advisors, Inc. | 4,849 | $86.7 萬 | 0.11% | −815−14.4% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,847 | $86.6 萬 | 0.05% | +1,231+34.0% | 加碼 |
| Ingalls & Snyder LLC | 4,827 | $86.3 萬 | 0.05% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 4,816 | $86.0 萬 | 0.08% | +19+0.4% | 加碼 |
| Garde Capital, Inc. | 4,811 | $86.0 萬 | 0.10% | +83+1.8% | 加碼 |
| Davis R M Inc | 4,810 | $86.0 萬 | 0.02% | +245+5.4% | 加碼 |
| IHT Wealth Management, LLC | 4,796 | $85.7 萬 | 0.08% | −56−1.2% | 減碼 |
| Sonora Investment Management Group, LLC | 4,797 | $85.7 萬 | 0.08% | +40+0.8% | 加碼 |
| River & Mercantile Asset Management LLP | 4,790 | $85.6 萬 | 0.15% | −500−9.5% | 減碼 |
| AGF Investments LLC | 4,789 | $85.6 萬 | 0.08% | +4,066+562.4% | 加碼 |
| Allen Capital Group, LLC | 4,775 | $85.4 萬 | 0.17% | −11−0.2% | 減碼 |
| Investment Partners, Ltd. | 4,770 | $85.3 萬 | 0.42% | +6+0.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 4,772 | $85.3 萬 | 0.10% | +120+2.6% | 加碼 |
| RFG Advisory, LLC | 4,589 | $85.1 萬 | 0.05% | +3+0.1% | 加碼 |
| Financial Advocates Investment Management | 4,756 | $85.0 萬 | 0.07% | −5,784−54.9% | 減碼 |
| Farmers Trust Co | 4,740 | $84.7 萬 | 0.20% | −45−0.9% | 減碼 |
| Investment House LLC | 4,728 | $84.5 萬 | 0.07% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 4,712 | $84.2 萬 | 0.32% | 00.0% | 不變 |
| Summit Financial Group Inc | 4,667 | $83.5 萬 | 0.32% | −180−3.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,673 | $83.5 萬 | 0.08% | −93−2.0% | 減碼 |
| Jackson Square Capital, LLC | 4,667 | $83.4 萬 | 0.35% | +50+1.1% | 加碼 |
| Echo Street Capital Management LLC | 4,655 | $83.2 萬 | 0.01% | +40+0.9% | 加碼 |
| Old West Investment Management, LLC | 4,658 | $83.2 萬 | 0.58% | +4,658 | 新進 |
| TRUE Private Wealth Advisors | 4,618 | $82.5 萬 | 0.12% | +532+13.0% | 加碼 |
| Bessemer Securities LLC | 4,603 | $82.3 萬 | 0.29% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 4,598 | $82.2 萬 | 0.07% | −164−3.4% | 減碼 |
| Seeyond | 4,598 | $82.1 萬 | 0.09% | +814+21.5% | 加碼 |
| Orleans Capital Management Corp | 4,585 | $82.0 萬 | 0.61% | −1,570−25.5% | 減碼 |
| Journey Advisory Group, LLC | 4,206 | $82.0 萬 | 0.19% | +901+27.3% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 4,558 | $81.5 萬 | 0.10% | −152−3.2% | 減碼 |
| City State Bank | 4,544 | $81.2 萬 | 0.57% | −47−1.0% | 減碼 |
| Westhampton Capital, LLC | 4,525 | $80.9 萬 | 0.57% | 00.0% | 不變 |