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 |
|---|---|---|---|---|---|
| Sciencast Management LP | 20,161 | $395.8 萬 | 0.89% | +3,493+21.0% | 加碼 |
| Altrius Capital Management Inc | 22,053 | $394.2 萬 | 1.28% | +22,053 | 新進 |
| Brewin Dolphin Ltd | 21,966 | $392.7 萬 | 0.19% | +885+4.2% | 加碼 |
| Financial & Tax Architects, LLC | 21,868 | $390.9 萬 | 1.48% | +2,063+10.4% | 加碼 |
| Principle Wealth Partners LLC | 21,730 | $388.4 萬 | 0.47% | +801+3.8% | 加碼 |
| Ieq Capital, LLC | 21,508 | $384.5 萬 | 0.12% | +15+0.1% | 加碼 |
| Knuff & Co LLC | 21,505 | $384.4 萬 | 1.73% | 00.0% | 不變 |
| Columbia Asset Management | 21,436 | $383.2 萬 | 0.98% | +21,436 | 新進 |
| Advisor Partners LLC | 21,272 | $380.3 萬 | 0.27% | +235+1.1% | 加碼 |
| Highland Capital Management, LLC | 21,171 | $378.5 萬 | 0.27% | −79−0.4% | 減碼 |
| Shell Asset Management Co | 21,150 | $378.1 萬 | 0.11% | −602−2.8% | 減碼 |
| Searle & Co. | 21,064 | $376.5 萬 | 1.48% | +1,500+7.7% | 加碼 |
| Ronald Blue Trust, Inc. | 16,854 | $375.5 萬 | 0.06% | +16,854 | 新進 |
| Silverleafe Capital Partners, LLC | 20,953 | $374.6 萬 | 2.24% | +2,566+14.0% | 加碼 |
| Robbins Farley LLC | 20,917 | $373.9 萬 | 3.90% | −1,147−5.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 20,900 | $373.6 萬 | 0.01% | −2,800−11.8% | 減碼 |
| JustInvest LLC | 20,821 | $372.2 萬 | 0.17% | −1,213−5.5% | 減碼 |
| Twin Capital Management Inc | 20,794 | $371.7 萬 | 0.47% | +226+1.1% | 加碼 |
| Merit Financial Group, LLC | 20,748 | $370.9 萬 | 0.12% | +20,748 | 新進 |
| TownSquare Capital, LLC | 20,709 | $370.2 萬 | 0.11% | +421+2.1% | 加碼 |
| Community Bank, N.A. | 20,673 | $369.5 萬 | 0.53% | −130−0.6% | 減碼 |
| Trinity Legacy Partners, LLC | 21,109 | $369.4 萬 | 1.44% | −267−1.2% | 減碼 |
| BKD Wealth Advisors, LLC | 20,593 | $368.1 萬 | 0.15% | +203+1.0% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 20,574 | $367.8 萬 | 1.01% | +696+3.5% | 加碼 |
| HRT Financial LP | 20,445 | $365.4 萬 | 0.04% | −6,395−23.8% | 減碼 |
| Ipswich Investment Management Co., Inc. | 20,387 | $364.4 萬 | 1.05% | +303+1.5% | 加碼 |
| Northeast Investment Management | 20,225 | $361.5 萬 | 0.23% | −751−3.6% | 減碼 |
| Atria Wealth Solutions, Inc. | 20,206 | $361.3 萬 | 0.07% | −7,953−28.2% | 減碼 |
| Caldwell Trust Co | 20,206 | $361.2 萬 | 0.50% | −258−1.3% | 減碼 |
| Lyell Wealth Management, LP | 20,198 | $361.1 萬 | 0.59% | +1,757+9.5% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $359.6 萬 | 3.84% | 00.0% | 不變 |
| Equitable Trust Co | 20,118 | $359.6 萬 | 0.27% | +94+0.5% | 加碼 |
| Fund Management at Engine No. 1 LLC | 20,119 | $359.6 萬 | 0.95% | +15,540+339.4% | 加碼 |
| Retirement Group, LLC | 20,084 | $359.0 萬 | 1.49% | +61+0.3% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 20,060 | $358.5 萬 | 1.70% | +4,440+28.4% | 加碼 |
| Icon Advisers Inc | 20,025 | $358.0 萬 | 0.83% | +12,500+166.1% | 加碼 |
| Vestcor Inc | 20,004 | $357.6 萬 | 0.13% | +4,706+30.8% | 加碼 |
| Beech Hill Advisors, Inc. | 19,805 | $354.0 萬 | 1.89% | −50−0.3% | 減碼 |
| Bridge Creek Capital Management LLC | 19,776 | $353.5 萬 | 1.44% | −1,350−6.4% | 減碼 |
| Argyle Capital Management Inc. | 19,732 | $352.7 萬 | 1.26% | 00.0% | 不變 |
| Reliant Investment Management, LLC | 19,680 | $351.8 萬 | 2.47% | −285−1.4% | 減碼 |
| Ellsworth Advisors, LLC | 19,592 | $350.2 萬 | 1.41% | +340+1.8% | 加碼 |
| Lincoln National Corp | 19,536 | $349.3 萬 | 0.08% | +786+4.2% | 加碼 |
| Crestwood Advisors Group LLC | 19,409 | $347.0 萬 | 0.12% | +34+0.2% | 加碼 |
| Versor Investments LP | 19,325 | $345.5 萬 | 0.13% | +11,900+160.3% | 加碼 |
| Allstate Corp | 19,194 | $343.1 萬 | 0.11% | +321+1.7% | 加碼 |
| Gateway Advisory, LLC | 19,141 | $342.2 萬 | 1.46% | −12−0.1% | 減碼 |
| Ambassador Advisors, LLC | 19,112 | $341.6 萬 | 0.77% | +508+2.7% | 加碼 |
| Colonial Trust Advisors | 18,988 | $339.4 萬 | 0.48% | −366−1.9% | 減碼 |
| King Luther Capital Management Corp | 18,975 | $339.2 萬 | 0.02% | +7,563+66.3% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 18,863 | $337.2 萬 | 2.27% | −2,971−13.6% | 減碼 |
| RBF Capital, LLC | 15,000 | $334.2 萬 | 0.23% | 00.0% | 不變 |
| Family Legacy, Inc. | 19,119 | $333.6 萬 | 1.58% | +141+0.7% | 加碼 |
| Ameritas Advisory Services, LLC | 18,664 | $333.6 萬 | 0.19% | −77−0.4% | 減碼 |
| Marketfield Asset Management LLC | 18,580 | $332.1 萬 | 3.61% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 18,523 | $331.1 萬 | 0.04% | +18,523 | 新進 |
| Mathes Company, Inc. | 18,518 | $331.0 萬 | 1.61% | −305−1.6% | 減碼 |
| German American Bancorp, Inc. | 18,449 | $329.8 萬 | 0.56% | −11,711−38.8% | 減碼 |
| Physicians Financial Services, Inc. | 18,440 | $329.6 萬 | 1.47% | +184+1.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 18,392 | $329.0 萬 | 0.08% | −5,400−22.7% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 18,333 | $327.7 萬 | 0.42% | −824−4.3% | 減碼 |
| Stonebridge Capital Management Inc | 18,273 | $326.6 萬 | 1.49% | −1,664−8.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,223 | $325.8 萬 | 0.30% | +2,256+14.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 18,210 | $325.5 萬 | 0.06% | +10,006+122.0% | 加碼 |
| ICA Group Wealth Management, LLC | 16,633 | $325.3 萬 | 0.61% | −400−2.3% | 減碼 |
| Global Retirement Partners, LLC | 18,161 | $324.7 萬 | 0.26% | −1,037−5.4% | 減碼 |
| Aries Wealth Management | 18,100 | $323.6 萬 | 1.47% | +18,100 | 新進 |
| Montgomery Investment Management Inc | 17,959 | $321.0 萬 | 1.30% | −92−0.5% | 減碼 |
| Putnam Investments LLC | 17,912 | $320.2 萬 | 0.01% | −3,360−15.8% | 減碼 |
| Terry L. Blaker | 17,875 | $319.5 萬 | 0.32% | +88+0.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 17,808 | $318.3 萬 | 1.27% | +30.0% | 加碼 |
| Monetary Management Group Inc | 17,792 | $318.0 萬 | 1.00% | −100−0.6% | 減碼 |
| Avantax Planning Partners, Inc. | 17,695 | $316.3 萬 | 0.14% | −347−1.9% | 減碼 |
| Central Bank & Trust Co | 17,695 | $316.3 萬 | 0.64% | +791+4.7% | 加碼 |
| Siemens Fonds Invest GmbH | 17,617 | $314.9 萬 | 0.33% | −251−1.4% | 減碼 |
| Bank of the West | 17,575 | $314.2 萬 | 0.40% | −478−2.6% | 減碼 |
| FRG Family Wealth Advisors LLC | 17,525 | $313.3 萬 | 0.72% | +135+0.8% | 加碼 |
| Drexel Morgan & Co. | 17,522 | $313.2 萬 | 0.86% | 00.0% | 不變 |
| Viking Fund Management LLC | 17,500 | $312.8 萬 | 0.72% | +5,000+40.0% | 加碼 |
| Hodges Capital Management Inc. | 17,489 | $312.7 萬 | 0.32% | +93+0.5% | 加碼 |
| Ascent Wealth Partners, LLC | 17,424 | $311.5 萬 | 0.70% | +17,424 | 新進 |
| Loveless Wealth Management LLC | 17,320 | $309.6 萬 | 2.03% | −160−0.9% | 減碼 |
| Hayek Kallen Investment Management | 17,191 | $307.3 萬 | 1.34% | −1,210−6.6% | 減碼 |
| Summitry LLC | 17,165 | $306.8 萬 | 0.22% | −1,749−9.2% | 減碼 |
| Stillwater Investment Management, LLC | 17,164 | $306.8 萬 | 0.91% | +72+0.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 17,060 | $305.0 萬 | 0.05% | +720+4.4% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 17,041 | $304.6 萬 | 1.19% | +985+6.1% | 加碼 |
| Pendal Group Limited | 17,035 | $304.5 萬 | 0.03% | +15,037+752.6% | 加碼 |
| Advocate Group LLC | 17,013 | $304.1 萬 | 0.71% | +17,013 | 新進 |
| Burney Co | 16,914 | $302.4 萬 | 0.16% | −954−5.3% | 減碼 |
| Canandaigua National Corp | 16,808 | $300.5 萬 | 0.53% | +130+0.8% | 加碼 |
| Frontier Wealth Management LLC | 16,804 | $300.4 萬 | 0.22% | +3,903+30.3% | 加碼 |
| Abbrea Capital, LLC | 16,706 | $298.6 萬 | 0.50% | −105−0.6% | 減碼 |
| Mutual Advisors, LLC | 16,660 | $297.8 萬 | 0.20% | −423−2.5% | 減碼 |
| Freestone Capital Holdings, LLC | 16,648 | $297.6 萬 | 0.11% | −3,260−16.4% | 減碼 |
| Raymond James Trust N.A. | 16,631 | $297.3 萬 | 0.11% | −817−4.7% | 減碼 |
| Banque Pictet & Cie SA | 16,626 | $297.2 萬 | 0.03% | −3,107−15.7% | 減碼 |
| CWM, LLC | 16,567 | $296.2 萬 | 0.02% | +1,430+9.4% | 加碼 |
| Silvercrest Asset Management Group LLC | 16,487 | $294.7 萬 | 0.02% | −26−0.2% | 減碼 |
| FIL Ltd | 16,483 | $294.7 萬 | 0.00% | +11,748+248.1% | 加碼 |