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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 58,968 | $1,054 萬 | 0.10% | −218−0.4% | 減碼 |
| Peapack Gladstone Financial Corp | 58,509 | $1,046 萬 | 0.24% | −930−1.6% | 減碼 |
| Baker Avenue Asset Management, LP | 58,455 | $1,045 萬 | 0.70% | +12,051+26.0% | 加碼 |
| Whittier Trust Co | 58,365 | $1,043 萬 | 0.21% | −3,366−5.5% | 減碼 |
| Swiss Life Asset Management Ltd | 58,084 | $1,039 萬 | 0.17% | −19,140−24.8% | 減碼 |
| Birmingham Capital Management Co Inc | 58,095 | $1,039 萬 | 4.14% | −625−1.1% | 減碼 |
| Capital International Sarl | 57,998 | $1,037 萬 | 0.83% | +13,832+31.3% | 加碼 |
| Madison Asset Management, LLC | 57,958 | $1,036 萬 | 0.16% | +48,005+482.3% | 加碼 |
| Norinchukin Bank, The | 57,195 | $1,022 萬 | 0.20% | −17,720−23.7% | 減碼 |
| Charter Trust Co | 56,700 | $1,014 萬 | 0.81% | +16,153+39.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 56,662 | $1,013 萬 | 0.22% | −17,711−23.8% | 減碼 |
| Tufton Capital Management | 55,959 | $1,000 萬 | 1.87% | +120+0.2% | 加碼 |
| American Century Companies Inc | 55,643 | $994.7 萬 | 0.01% | −284−0.5% | 減碼 |
| Advisors Asset Management, Inc. | 55,358 | $989.6 萬 | 0.18% | +55,358 | 新進 |
| Brandywine Global Investment Management, LLC | 55,213 | $987.0 萬 | 0.09% | −628−1.1% | 減碼 |
| Aptus Capital Advisors, LLC | 55,134 | $985.5 萬 | 0.33% | +3,447+6.7% | 加碼 |
| D.A. Davidson & Co. | 54,817 | $979.9 萬 | 0.12% | +870+1.6% | 加碼 |
| Advisors Capital Management, LLC | 54,387 | $972.2 萬 | 0.30% | +3,721+7.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 53,990 | $966.5 萬 | 0.20% | −3,755−6.5% | 減碼 |
| Ossiam | 54,057 | $966.3 萬 | 0.29% | −22,952−29.8% | 減碼 |
| GWM Advisors LLC | 53,998 | $965.2 萬 | 0.17% | +4,293+8.6% | 加碼 |
| Hartford Investment Management Co | 53,814 | $962.0 萬 | 0.30% | −59−0.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 53,134 | $949.8 萬 | 0.16% | −633−1.2% | 減碼 |
| LaFleur & Godfrey LLC | 53,128 | $949.7 萬 | 1.50% | −2,127−3.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 52,938 | $946.3 萬 | 0.17% | +8,004+17.8% | 加碼 |
| Steel Peak Wealth Management LLC | 52,721 | $942.4 萬 | 0.68% | +16,254+44.6% | 加碼 |
| Richard C. Young & CO., LTD. | 52,213 | $933.4 萬 | 1.21% | +2,025+4.0% | 加碼 |
| Integrated Advisors Network LLC | 51,878 | $927.4 萬 | 0.60% | −13,322−20.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 51,857 | $927.0 萬 | 0.08% | −2,672−4.9% | 減碼 |
| Cetera Investment Advisers | 51,478 | $920.2 萬 | 0.15% | −747−1.4% | 減碼 |
| Public Sector Pension Investment Board | 51,304 | $917.1 萬 | 0.08% | −24,597−32.4% | 減碼 |
| Dearborn Partners LLC | 51,208 | $915.4 萬 | 0.39% | +61+0.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 51,039 | $912.4 萬 | 1.22% | +1,169+2.3% | 加碼 |
| Scotia Capital Inc. | 50,654 | $905.5 萬 | 0.07% | −2,384−4.5% | 減碼 |
| KBC Group NV | 50,648 | $905.4 萬 | 0.05% | −16,522−24.6% | 減碼 |
| Natixis | 50,459 | $902.9 萬 | 0.03% | −393,566−88.6% | 減碼 |
| Jennison Associates LLC | 50,491 | $902.6 萬 | 0.01% | −29,083−36.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,054 | $898.3 萬 | 0.02% | −601−1.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 50,000 | $893.8 萬 | 0.09% | +5,938+13.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 49,661 | $887.7 萬 | 1.03% | −11,075−18.2% | 減碼 |
| Howe & Rusling Inc | 49,137 | $878.4 萬 | 1.11% | +610+1.3% | 加碼 |
| First American Trust, FSB | 48,701 | $870.6 萬 | 1.38% | +2,675+5.8% | 加碼 |
| Greenwood Gearhart Inc | 47,739 | $853.4 萬 | 1.36% | +1,113+2.4% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 47,682 | $852.4 萬 | 2.28% | −48,870−50.6% | 減碼 |
| Central Trust Co | 47,459 | $848.4 萬 | 0.28% | +280+0.6% | 加碼 |
| Davenport & Co LLC | 47,301 | $845.5 萬 | 0.07% | +848+1.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 47,134 | $842.6 萬 | 0.02% | +2,242+5.0% | 加碼 |
| Becker Capital Management Inc | 47,048 | $841.0 萬 | 0.41% | −5,372−10.2% | 減碼 |
| Oppenheimer & Co Inc | 47,019 | $840.5 萬 | 0.18% | −4,912−9.5% | 減碼 |
| James Investment Research Inc | 47,005 | $840.3 萬 | 1.12% | −2,683−5.4% | 減碼 |
| Quilter Plc | 46,956 | $839.4 萬 | 0.28% | +115+0.2% | 加碼 |
| Philadelphia Trust Co | 46,620 | $833.4 萬 | 0.86% | −5,694−10.9% | 減碼 |
| American Assets Investment Management, LLC | 45,000 | $804.4 萬 | 1.00% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 44,924 | $803.1 萬 | 0.35% | +27+0.1% | 加碼 |
| CIBC World Markets Corp | 44,489 | $795.3 萬 | 0.07% | −126,987−74.1% | 減碼 |
| Mastrapasqua Asset Management Inc | 44,418 | $794.0 萬 | 1.08% | −792−1.8% | 減碼 |
| Wharton Business Group, LLC | 44,191 | $790.0 萬 | 0.52% | +25,586+137.5% | 加碼 |
| Jacobs & Co | 44,173 | $789.6 萬 | 1.06% | −2,160−4.7% | 減碼 |
| Snowden Capital Advisors LLC | 44,155 | $789.3 萬 | 0.35% | −50−0.1% | 減碼 |
| Callahan Advisors, LLC | 44,012 | $786.8 萬 | 1.05% | +186+0.4% | 加碼 |
| Culbertson A N & Co Inc | 43,934 | $785.3 萬 | 1.70% | +150+0.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 43,824 | $783.4 萬 | 0.14% | +461+1.1% | 加碼 |
| Hantz Financial Services, Inc. | 43,723 | $781.6 萬 | 0.26% | +1,878+4.5% | 加碼 |
| Great Lakes Advisors, LLC | 43,575 | $779.0 萬 | 0.15% | +19,064+77.8% | 加碼 |
| CBOE Vest Financial, LLC | 43,634 | $778.2 萬 | 1.42% | +4,499+11.5% | 加碼 |
| Securian Asset Management, Inc | 43,246 | $773.1 萬 | 0.19% | −766−1.7% | 減碼 |
| Nikko Asset Management Americas, Inc. | 43,586 | $771.7 萬 | 0.10% | +383+0.9% | 加碼 |
| McRae Capital Management Inc | 42,780 | $764.7 萬 | 2.08% | −190.0% | 減碼 |
| Westpac Banking Corp | 42,708 | $763.4 萬 | 0.10% | −31,216−42.2% | 減碼 |
| Bokf, NA | 42,582 | $761.2 萬 | 0.15% | +158+0.4% | 加碼 |
| MUFG Americas Holdings Corp | 42,250 | $755.2 萬 | 0.17% | −4,843−10.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 42,240 | $755.1 萬 | 0.25% | −304−0.7% | 減碼 |
| Appian Way Asset Management LP | 42,200 | $754.4 萬 | 3.08% | +33,400+379.5% | 加碼 |
| Atria Investments LLC | 41,940 | $749.7 萬 | 0.16% | −7,726−15.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 41,816 | $747.5 萬 | 0.11% | −1,869−4.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 41,790 | $747.0 萬 | 0.17% | −3,314−7.3% | 減碼 |
| Bogart Wealth, LLC | 41,732 | $746.0 萬 | 0.65% | +6,758+19.3% | 加碼 |
| Allied Investment Advisors, LLC | 41,370 | $739.5 萬 | 2.65% | +890+2.2% | 加碼 |
| Maryland State Retirement & Pension System | 41,095 | $734.6 萬 | 0.24% | −704−1.7% | 減碼 |
| Capital Investment Advisors, LLC | 40,915 | $731.4 萬 | 0.24% | −402−1.0% | 減碼 |
| Leonteq Securities AG | 40,828 | $729.8 萬 | 0.35% | +12,615+44.7% | 加碼 |
| Prio Wealth Limited Partnership | 40,657 | $726.8 萬 | 0.29% | −238−0.6% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 40,297 | $720.4 萬 | 1.84% | +2,578+6.8% | 加碼 |
| Noesis Capital Mangement Corp | 40,223 | $719.0 萬 | 2.13% | −929−2.3% | 減碼 |
| Citadel Advisors LLC | 39,975 | $714.6 萬 | 0.01% | −63,127−61.2% | 減碼 |
| Atwater Malick LLC | 39,638 | $708.6 萬 | 3.73% | +688+1.8% | 加碼 |
| Kentucky Retirement Systems | 39,586 | $707.6 萬 | 0.30% | +5,106+14.8% | 加碼 |
| Bourgeon Capital Management LLC | 39,399 | $704.3 萬 | 1.86% | +20,049+103.6% | 加碼 |
| Pittenger & Anderson Inc | 39,010 | $697.3 萬 | 0.41% | −130−0.3% | 減碼 |
| LS Investment Advisors, LLC | 38,742 | $692.6 萬 | 1.29% | +2,340+6.4% | 加碼 |
| Dowling & Yahnke LLC | 38,729 | $692.3 萬 | 0.33% | +269+0.7% | 加碼 |
| Brookstone Capital Management | 38,144 | $683.2 萬 | 0.15% | +5,096+15.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 38,029 | $679.8 萬 | 0.04% | +38,029 | 新進 |
| Transform Wealth, LLC | 37,993 | $679.2 萬 | 1.01% | −13,035−25.5% | 減碼 |
| Churchill Management Corp | 37,963 | $678.6 萬 | 0.17% | −287−0.8% | 減碼 |
| Wealthfront Advisers LLC | 36,941 | $660.4 萬 | 0.03% | −160.0% | 減碼 |
| AlphaCrest Capital Management LLC | 36,604 | $654.3 萬 | 0.32% | +21,330+139.6% | 加碼 |
| TRH Financial, LLC | 36,439 | $651.4 萬 | 2.19% | +6,721+22.6% | 加碼 |
| Pinnacle Financial Partners Inc | 36,409 | $650.8 萬 | 0.23% | +11,339+45.2% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 36,307 | $649.0 萬 | 0.85% | −210−0.6% | 減碼 |