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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 4,520 | $80.8 萬 | 0.40% | −10−0.2% | 減碼 |
| Widmann Financial Services, Inc. | 4,509 | $80.6 萬 | 0.83% | +61+1.4% | 加碼 |
| Am Investment Strategies LLC | 4,487 | $80.2 萬 | 0.28% | 00.0% | 不變 |
| Ballentine Partners, LLC | 4,476 | $80.0 萬 | 0.03% | −149−3.2% | 減碼 |
| Choate Investment Advisors | 4,472 | $80.0 萬 | 0.05% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 4,477 | $80.0 萬 | 0.08% | +103+2.4% | 加碼 |
| Select Asset Management & Trust | 4,472 | $79.9 萬 | 0.86% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 4,465 | $79.8 萬 | 0.07% | −10−0.2% | 減碼 |
| LexAurum Advisors, LLC | 4,431 | $79.2 萬 | 0.30% | +10+0.2% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,430 | $79.1 萬 | 0.20% | +225+5.4% | 加碼 |
| Cypress Capital Group | 4,420 | $79.0 萬 | 0.12% | +166+3.9% | 加碼 |
| Biltmore Family Office, LLC | 4,412 | $78.9 萬 | 0.20% | −250−5.4% | 減碼 |
| High Falls Advisors, Inc | 4,409 | $78.8 萬 | 0.24% | −1,096−19.9% | 減碼 |
| Heck Capital Advisors, LLC | 4,398 | $78.6 萬 | 0.16% | −297−6.3% | 減碼 |
| Adviser Investments LLC | 4,384 | $78.4 萬 | 0.05% | +20.0% | 加碼 |
| High Net Worth Advisory Group LLC | 4,372 | $78.2 萬 | 0.32% | −245−5.3% | 減碼 |
| Burke & Herbert Bank & Trust Co | 4,348 | $77.7 萬 | 0.59% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 4,332 | $77.5 萬 | 0.05% | −4,569−51.3% | 減碼 |
| Old Mission Investment Co LLC | 4,324 | $77.3 萬 | 0.34% | +192+4.6% | 加碼 |
| Woodward Diversified Capital, LLC | 4,313 | $77.1 萬 | 0.59% | −24−0.6% | 減碼 |
| RS Crum Inc. | 4,305 | $77.0 萬 | 0.39% | 00.0% | 不變 |
| Sit Investment Associates Inc | 4,300 | $76.9 萬 | 0.02% | 00.0% | 不變 |
| Polaris Wealth Advisory Group, LLC | 4,286 | $76.6 萬 | 0.06% | +2,534+144.6% | 加碼 |
| Solstein Capital, LLC | 4,269 | $76.3 萬 | 0.58% | 00.0% | 不變 |
| Birinyi Associates Inc | 4,250 | $76.0 萬 | 0.34% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 4,237 | $75.7 萬 | 0.30% | −6−0.1% | 減碼 |
| Cookson Peirce & Co Inc | 4,220 | $75.4 萬 | 0.05% | +4,220 | 新進 |
| West Oak Capital, LLC | 4,215 | $75.3 萬 | 0.40% | −215−4.9% | 減碼 |
| Birch Hill Investment Advisors LLC | 4,214 | $75.3 萬 | 0.05% | 00.0% | 不變 |
| Farmers National Bank | 4,209 | $75.2 萬 | 0.29% | +380+9.9% | 加碼 |
| FourThought Financial, LLC | 4,207 | $75.2 萬 | 0.11% | −140−3.2% | 減碼 |
| Navellier & Associates Inc | 4,200 | $75.1 萬 | 0.16% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 4,194 | $75.0 萬 | 0.12% | +8+0.2% | 加碼 |
| Providence First Trust Co | 4,189 | $74.9 萬 | 0.42% | −390−8.5% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,193 | $74.9 萬 | 0.21% | −10.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,185 | $74.8 萬 | 0.03% | +38+0.9% | 加碼 |
| RMB Capital Management, LLC | 4,154 | $74.3 萬 | 0.03% | −6−0.1% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 4,270 | $74.2 萬 | 0.23% | +20+0.5% | 加碼 |
| Dana Investment Advisors, Inc. | 4,145 | $74.1 萬 | 0.04% | −3,728−47.4% | 減碼 |
| Windsor Group LTD | 4,297 | $74.0 萬 | 0.19% | −3,833−47.1% | 減碼 |
| Chicago Capital, LLC | 4,135 | $73.9 萬 | 0.04% | 00.0% | 不變 |
| Meridian Financial Partners LLC | 3,990 | $73.9 萬 | 0.50% | +3,990 | 新進 |
| Fairview Capital Investment Management, LLC | 4,112 | $73.5 萬 | 0.05% | 00.0% | 不變 |
| Rockland Trust Co | 4,104 | $73.4 萬 | 0.05% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 4,070 | $72.8 萬 | 0.11% | −10.0% | 減碼 |
| IVC Wealth Advisors LLC | 4,067 | $72.7 萬 | 0.56% | −23−0.6% | 減碼 |
| Gilbert & Cook, Inc. | 4,069 | $72.7 萬 | 0.13% | +147+3.7% | 加碼 |
| Insight Advisors, LLC | 3,987 | $72.6 萬 | 0.25% | −604−13.2% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,054 | $72.5 萬 | 0.15% | +1,228+43.5% | 加碼 |
| Bridges Investment Management Inc | 4,050 | $72.4 萬 | 0.03% | 00.0% | 不變 |
| Washington Trust Co | 4,042 | $72.3 萬 | 0.03% | +18+0.4% | 加碼 |
| Cordasco Financial Network | 4,034 | $72.1 萬 | 0.52% | +160+4.1% | 加碼 |
| Puzo Michael J | 4,025 | $72.0 萬 | 0.26% | 00.0% | 不變 |
| Creegan & Nassoura Financial Group, LLC | 4,020 | $71.9 萬 | 0.60% | −55−1.3% | 減碼 |
| Montis Financial, LLC | 4,011 | $71.7 萬 | 0.67% | −5−0.1% | 減碼 |
| Field & Main Bank | 4,013 | $71.7 萬 | 0.46% | +483+13.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 4,003 | $71.6 萬 | 0.06% | +169+4.4% | 加碼 |
| Telos Capital Management, Inc. | 3,998 | $71.5 萬 | 0.11% | −15−0.4% | 減碼 |
| Saybrook Capital | 4,000 | $71.5 萬 | 0.23% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 3,981 | $71.2 萬 | 0.15% | +900+29.2% | 加碼 |
| Cim Investment Mangement Inc | 3,976 | $71.1 萬 | 0.30% | −21−0.5% | 減碼 |
| Werlinich Asset Management, LLC | 3,975 | $71.1 萬 | 0.66% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 3,964 | $70.9 萬 | 0.11% | +20+0.5% | 加碼 |
| Gradient Investments LLC | 3,961 | $70.8 萬 | 0.02% | +25+0.6% | 加碼 |
| Texas Capital Bancshares Inc | 3,948 | $70.6 萬 | 0.53% | 00.0% | 不變 |
| Patten & Patten Inc | 3,947 | $70.6 萬 | 0.06% | +476+13.7% | 加碼 |
| Argent Advisors, Inc. | 3,939 | $70.4 萬 | 0.40% | −310−7.3% | 減碼 |
| Total Clarity Wealth Management, Inc. | 3,937 | $70.4 萬 | 0.36% | −228−5.5% | 減碼 |
| Norwood Financial Corp | 3,930 | $70.3 萬 | 1.20% | 00.0% | 不變 |
| Penobscot Wealth Management | 3,935 | $70.3 萬 | 0.69% | +96+2.5% | 加碼 |
| WealthTrust Asset Management, LLC | 3,932 | $70.3 萬 | 0.66% | +3,932 | 新進 |
| Aspen Investment Management Inc | 3,927 | $70.2 萬 | 0.44% | −10.0% | 減碼 |
| Lindbrook Capital, LLC | 3,908 | $69.9 萬 | 0.12% | +258+7.1% | 加碼 |
| BancorpSouth Bank | 3,895 | $69.6 萬 | 0.10% | −278−6.7% | 減碼 |
| Harbour Investments, Inc. | 3,880 | $69.4 萬 | 0.05% | +3,880 | 新進 |
| Lantz Financial LLC | 3,878 | $69.3 萬 | 0.31% | −299−7.2% | 減碼 |
| 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 |
| ZWJ Investment Counsel Inc | 3,861 | $69.0 萬 | 0.04% | +2,330+152.2% | 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 |
| DMG Group, LLC | 3,856 | $68.8 萬 | 0.81% | +601+18.5% | 加碼 |
| 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 |
| 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 |
| Horizon Wealth Management, LLC | 3,816 | $68.2 萬 | 0.28% | +15+0.4% | 加碼 |
| 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 |
| US Asset Management LLC | 3,802 | $68.0 萬 | 0.75% | 00.0% | 不變 |
| 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,790 | $67.8 萬 | 0.04% | +345+10.0% | 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 |
| Montecito Bank & Trust | 3,776 | $67.5 萬 | 0.16% | +35+0.9% | 加碼 |
| 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 |
| Source Financial Advisors LLC | 3,761 | $67.2 萬 | 0.26% | −26−0.7% | 減碼 |