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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 2,052 | $36.7 萬 | 0.08% | −177−7.9% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 2,049 | $36.6 萬 | 0.03% | +10.0% | 加碼 |
| Applied Capital LLC | 2,043 | $36.5 萬 | 0.25% | −1,178−36.6% | 減碼 |
| Magnus Financial Group LLC | 2,041 | $36.5 萬 | 0.07% | +10+0.5% | 加碼 |
| Fulton Breakefield Broenniman LLC | 2,041 | $36.5 萬 | 0.03% | +68+3.4% | 加碼 |
| Game Plan Financial Advisors, LLC | 2,045 | $36.4 萬 | 0.29% | −50−2.4% | 減碼 |
| First Affirmative Financial Network | 2,030 | $36.3 萬 | 0.41% | −321−13.7% | 減碼 |
| GHP Investment Advisors, Inc. | 2,032 | $36.3 萬 | 0.03% | −31−1.5% | 減碼 |
| Pacitti Group Inc. | 2,027 | $36.2 萬 | 0.28% | +2+0.1% | 加碼 |
| SevenOneSeven Capital Management | 2,019 | $36.1 萬 | 0.84% | +11+0.5% | 加碼 |
| Burns J W & Co Inc | 2,015 | $36.0 萬 | 0.07% | 00.0% | 不變 |
| Total Investment Management Inc | 2,014 | $36.0 萬 | 0.07% | 00.0% | 不變 |
| McElhenny Sheffield Capital Management, LLC | 2,015 | $36.0 萬 | 0.17% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 2,012 | $36.0 萬 | 0.01% | +127+6.7% | 加碼 |
| Greenwich Wealth Management LLC | 2,006 | $35.9 萬 | 0.05% | −110−5.2% | 減碼 |
| Woodmont Investment Counsel LLC | 2,009 | $35.9 萬 | 0.04% | −36−1.8% | 減碼 |
| Avestar Capital, LLC | 2,011 | $35.9 萬 | 0.10% | +191+10.5% | 加碼 |
| Quattro Financial Advisors LLC | 2,000 | $35.8 萬 | 0.12% | −3,000−60.0% | 減碼 |
| Cito Capital Group, LLC | 2,000 | $35.8 萬 | 0.20% | −1,000−33.3% | 減碼 |
| First Community Trust NA | 2,000 | $35.8 萬 | 0.42% | 00.0% | 不變 |
| Edge Wealth Management LLC | 2,000 | $35.8 萬 | 0.08% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 2,000 | $35.8 萬 | 0.17% | 00.0% | 不變 |
| Quaero Capital S.A. | 2,000 | $35.8 萬 | 0.29% | 00.0% | 不變 |
| Smith Anglin Financial, LLC | 1,995 | $35.7 萬 | 0.10% | −226−10.2% | 減碼 |
| Marks Group Wealth Management, Inc | 1,995 | $35.7 萬 | 0.05% | +51+2.6% | 加碼 |
| Quadrant Private Wealth Management, LLC | 1,990 | $35.6 萬 | 0.15% | −700−26.0% | 減碼 |
| BlueSky Wealth Advisors, LLC | 1,990 | $35.6 萬 | 0.08% | 00.0% | 不變 |
| Smithfield Trust Co | 1,987 | $35.6 萬 | 0.03% | +100+5.3% | 加碼 |
| Point72 Hong Kong Ltd | 1,990 | $35.6 萬 | 0.02% | +920+86.0% | 加碼 |
| Verus Capital Partners, LLC | 1,979 | $35.5 萬 | 0.07% | −212−9.7% | 減碼 |
| Summit Financial, LLC | 1,979 | $35.4 萬 | 0.03% | −221−10.0% | 減碼 |
| DuPont Capital Management Corp | 1,967 | $35.2 萬 | 0.02% | −1,844−48.4% | 減碼 |
| Blueprint Investment Partners LLC | 1,970 | $35.2 萬 | 0.09% | −27−1.4% | 減碼 |
| Gradient Capital Advisors, LLC | 1,972 | $35.2 萬 | 0.17% | +1+0.1% | 加碼 |
| Boston Financial Mangement LLC | 1,965 | $35.1 萬 | 0.02% | −940−32.4% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 1,772 | $35.1 萬 | 0.35% | −720−28.9% | 減碼 |
| Clarus Wealth Advisors | 2,006 | $35.1 萬 | 0.25% | +88+4.6% | 加碼 |
| Trustco Bank Corp N Y | 1,953 | $35.0 萬 | 0.38% | −60−3.0% | 減碼 |
| First Commonwealth Financial Corp | 1,957 | $35.0 萬 | 0.13% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 1,960 | $35.0 萬 | 0.28% | +110+5.9% | 加碼 |
| Brightworth | 1,947 | $34.8 萬 | 0.04% | +119+6.5% | 加碼 |
| Appleton Partners Inc | 1,941 | $34.7 萬 | 0.03% | −5−0.3% | 減碼 |
| FSB Premier Wealth Management, Inc. | 1,940 | $34.6 萬 | 0.19% | −52−2.6% | 減碼 |
| Barnett & Company, Inc. | 1,925 | $34.4 萬 | 0.28% | −100−4.9% | 減碼 |
| Highland Private Wealth Management | 1,918 | $34.3 萬 | 0.05% | +24+1.3% | 加碼 |
| Peregrine Asset Advisers, Inc. | 1,908 | $34.1 萬 | 0.25% | −1,012−34.7% | 減碼 |
| FAI Wealth Management | 1,910 | $34.1 萬 | 0.31% | −55−2.8% | 減碼 |
| GYL Financial Synergies, LLC | 1,908 | $34.1 萬 | 0.09% | +219+13.0% | 加碼 |
| Winthrop Advisory Group LLC | 1,905 | $34.0 萬 | 0.08% | +877+85.3% | 加碼 |
| Jeppson Wealth Management, LLC | 1,901 | $34.0 萬 | 0.15% | +1,901 | 新進 |
| MSH Capital Advisors LLC | 1,900 | $34.0 萬 | 0.16% | +1+0.1% | 加碼 |
| Trust Co of Virginia | 1,893 | $33.9 萬 | 0.04% | +151+8.7% | 加碼 |
| Bayesian Capital Management, LP | 1,897 | $33.9 萬 | 0.06% | +1,897 | 新進 |
| Valmark Advisers, Inc. | 1,892 | $33.8 萬 | 0.01% | +829+78.0% | 加碼 |
| Vise Technologies, Inc. | 1,888 | $33.7 萬 | 0.13% | +17+0.9% | 加碼 |
| Stokes Family Office, LLC | 1,887 | $33.7 萬 | 0.05% | +145+8.3% | 加碼 |
| Eads & Heald Wealth Management | 1,879 | $33.6 萬 | 0.18% | −35−1.8% | 減碼 |
| REDW Wealth LLC | 1,878 | $33.6 萬 | 0.12% | 00.0% | 不變 |
| Aua Capital Management, LLC | 1,870 | $33.4 萬 | 0.19% | 00.0% | 不變 |
| MCF Advisors LLC | 1,866 | $33.4 萬 | 0.04% | +111+6.3% | 加碼 |
| Landmark Financial Advisors, LLC | 1,871 | $33.4 萬 | 0.16% | +70+3.9% | 加碼 |
| Evermay Wealth Management LLC | 1,865 | $33.3 萬 | 0.06% | −70−3.6% | 減碼 |
| Corton Capital Inc. | 1,860 | $33.2 萬 | 0.31% | −635−25.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 1,859 | $33.2 萬 | 0.04% | +22+1.2% | 加碼 |
| Archford Capital Strategies, LLC | 1,849 | $33.1 萬 | 0.08% | +32+1.8% | 加碼 |
| Boston Common Asset Management, LLC | 1,850 | $33.1 萬 | 0.02% | +153+9.0% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 1,845 | $33.0 萬 | 0.41% | 00.0% | 不變 |
| Latitude Advisors, LLC | 1,841 | $32.9 萬 | 0.30% | −3,605−66.2% | 減碼 |
| North Point Portfolio Managers Corp | 1,838 | $32.9 萬 | 0.06% | 00.0% | 不變 |
| David Loasby | 1,824 | $32.9 萬 | 0.05% | −11−0.6% | 減碼 |
| Peoples Financial Services Corp. | 1,837 | $32.8 萬 | 0.16% | +448+32.3% | 加碼 |
| Wells Trecaso Financial Group, LLC | 1,830 | $32.7 萬 | 0.17% | +50+2.8% | 加碼 |
| Warther Private Wealth, LLC | 1,829 | $32.6 萬 | 0.24% | −443−19.5% | 減碼 |
| Lehman & Derafelo Financial Resources LLC | 1,825 | $32.6 萬 | 0.10% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 1,818 | $32.5 萬 | 0.13% | +17+0.9% | 加碼 |
| Novare Capital Management LLC | 1,816 | $32.5 萬 | 0.04% | +24+1.3% | 加碼 |
| Asset Allocation & Management Company, LLC | 1,811 | $32.4 萬 | 0.14% | −2,716−60.0% | 減碼 |
| Horst & Graben Wealth Management LLC | 1,812 | $32.4 萬 | 0.09% | +10+0.6% | 加碼 |
| Colonial River Wealth Management, LLC | 1,805 | $32.3 萬 | 0.21% | −194−9.7% | 減碼 |
| MBA Advisors LLC | 1,805 | $32.3 萬 | 0.22% | 00.0% | 不變 |
| Shoker Investment Counsel, Inc. | 1,809 | $32.3 萬 | 0.17% | +10+0.6% | 加碼 |
| BFT Financial Group, LLC | 1,801 | $32.2 萬 | 0.09% | −214−10.6% | 減碼 |
| Baker Boyer National Bank | 1,801 | $32.2 萬 | 0.16% | 00.0% | 不變 |
| One Capital Management, LLC | 1,797 | $32.1 萬 | 0.02% | +188+11.7% | 加碼 |
| Oak Thistle LLC | 1,795 | $32.1 萬 | 0.62% | +1,795 | 新進 |
| Stewart & Patten Co LLC | 1,791 | $32.0 萬 | 0.06% | −100−5.3% | 減碼 |
| QVR LLC | 1,788 | $32.0 萬 | 0.25% | +1,788 | 新進 |
| Swarthmore Group Inc | 1,784 | $31.9 萬 | 0.13% | −25,208−93.4% | 減碼 |
| TrinityPoint Wealth, LLC | 1,783 | $31.9 萬 | 0.07% | −493−21.7% | 減碼 |
| Advisory Resource Group | 1,786 | $31.9 萬 | 0.10% | −37−2.0% | 減碼 |
| Benchmark Wealth Management, LLC | 1,777 | $31.8 萬 | 0.23% | +1+0.1% | 加碼 |
| Sanders Morris Harris LLC | 1,775 | $31.8 萬 | 0.07% | 00.0% | 不變 |
| Range Financial Group LLC | 1,771 | $31.7 萬 | 0.23% | −253−12.5% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 1,771 | $31.6 萬 | 0.12% | +2+0.1% | 加碼 |
| Kaydan Wealth Management, Inc. | 1,761 | $31.5 萬 | 0.18% | −25−1.4% | 減碼 |
| Private Portfolio Partners LLC | 1,753 | $31.3 萬 | 0.09% | −254−12.7% | 減碼 |
| Grove Bank & Trust | 1,752 | $31.3 萬 | 0.07% | −53−2.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 1,746 | $31.2 萬 | 0.00% | −1,207−40.9% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 1,745 | $31.2 萬 | 0.02% | +67+4.0% | 加碼 |
| YHB Investment Advisors, Inc. | 1,739 | $31.1 萬 | 0.03% | −199−10.3% | 減碼 |