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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 16,482 | $294.6 萬 | 0.25% | +380+2.4% | 加碼 |
| Exchange Traded Concepts, LLC | 16,390 | $293.0 萬 | 0.09% | +16,274+14,029.3% | 加碼 |
| Malaga Cove Capital, LLC | 16,461 | $292.9 萬 | 1.63% | −55−0.3% | 減碼 |
| Lake Street Advisors Group, LLC | 16,156 | $288.8 萬 | 0.21% | +770+5.0% | 加碼 |
| Allworth Financial LP | 16,154 | $288.8 萬 | 0.04% | +5,650+53.8% | 加碼 |
| Bailard, Inc. | 16,047 | $286.9 萬 | 0.11% | +3,411+27.0% | 加碼 |
| Sandy Spring Bank | 15,965 | $285.4 萬 | 0.17% | +199+1.3% | 加碼 |
| DT Investment Partners, LLC | 15,863 | $283.5 萬 | 0.42% | −859−5.1% | 減碼 |
| ExodusPoint Capital Management, LP | 15,858 | $283.5 萬 | 0.04% | +15,858 | 新進 |
| TCI Wealth Advisors, Inc. | 15,856 | $283.4 萬 | 0.43% | −103−0.6% | 減碼 |
| Monument Capital Management | 15,803 | $282.5 萬 | 1.07% | −88−0.6% | 減碼 |
| Intact Investment Management Inc. | 15,800 | $282.4 萬 | 0.09% | −800−4.8% | 減碼 |
| Kempner Capital Management Inc. | 15,792 | $282.3 萬 | 1.72% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 15,771 | $281.9 萬 | 0.62% | +2,785+21.4% | 加碼 |
| Lido Advisors, LLC | 15,704 | $280.7 萬 | 0.06% | +524+3.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 15,657 | $279.9 萬 | 0.16% | +7,041+81.7% | 加碼 |
| Avidian Wealth Solutions, LLC | 15,646 | $279.7 萬 | 0.20% | +199+1.3% | 加碼 |
| North Star Investment Management Corp. | 15,594 | $278.8 萬 | 0.25% | +1,701+12.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 15,375 | $274.9 萬 | 0.07% | −235−1.5% | 減碼 |
| Stoneridge Investment Partners LLC | 15,358 | $274.5 萬 | 1.51% | 00.0% | 不變 |
| Wright Investors Service Inc | 15,352 | $274.4 萬 | 0.78% | +2,572+20.1% | 加碼 |
| Pallas Capital Advisors LLC | 15,241 | $272.2 萬 | 0.37% | −749−4.7% | 減碼 |
| KG&L Capital Management,LLC | 15,227 | $272.2 萬 | 1.47% | +1,373+9.9% | 加碼 |
| Stamos Capital Partners, L.P. | 15,200 | $271.7 萬 | 0.82% | 00.0% | 不變 |
| Iowa State Bank | 15,163 | $271.0 萬 | 0.72% | +192+1.3% | 加碼 |
| Eukles Asset Management | 15,150 | $270.8 萬 | 1.71% | +40+0.3% | 加碼 |
| Karp Capital Management Corp | 15,112 | $270.1 萬 | 0.48% | +135+0.9% | 加碼 |
| Roundview Capital LLC | 15,050 | $269.0 萬 | 0.32% | −111−0.7% | 減碼 |
| Country Club Bank | 14,654 | $268.9 萬 | 0.25% | −349−2.3% | 減碼 |
| Cullen/Frost Bankers, Inc. | 15,028 | $268.6 萬 | 0.06% | +419+2.9% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $268.1 萬 | 0.88% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 14,990 | $268.0 萬 | 0.00% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 14,982 | $267.6 萬 | 0.27% | +12,028+407.2% | 加碼 |
| EagleClaw Capital Managment, LLC | 14,900 | $266.4 萬 | 0.72% | +50+0.3% | 加碼 |
| Webster Bank, N. A. | 14,897 | $266.3 萬 | 0.36% | −205−1.4% | 減碼 |
| Ogorek Anthony Joseph | 14,873 | $265.8 萬 | 1.22% | +338+2.3% | 加碼 |
| Griffin Asset Management, Inc. | 14,848 | $265.4 萬 | 0.42% | −94−0.6% | 減碼 |
| Brown Brothers Harriman & Co | 14,793 | $264.4 萬 | 0.02% | −162−1.1% | 減碼 |
| Tower View Investment Management & Research LLC | 14,751 | $263.7 萬 | 1.95% | +14,751 | 新進 |
| Wetherby Asset Management Inc | 14,724 | $263.2 萬 | 0.18% | +942+6.8% | 加碼 |
| Mitchell Capital Management Co | 14,539 | $259.9 萬 | 0.73% | +554+4.0% | 加碼 |
| Shelton Capital Management | 14,325 | $256.1 萬 | 0.12% | +482+3.5% | 加碼 |
| Investment Management of Virginia LLC | 14,310 | $255.8 萬 | 0.53% | −193−1.3% | 減碼 |
| Financial Sense Advisors, Inc. | 14,280 | $255.3 萬 | 0.95% | +14,280 | 新進 |
| Kinloch Capital, LLC | 14,210 | $254.0 萬 | 1.64% | +421+3.1% | 加碼 |
| Hixon Zuercher, LLC | 14,092 | $251.9 萬 | 1.63% | +393+2.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 14,058 | $251.3 萬 | 0.47% | +649+4.8% | 加碼 |
| Horizon Investments, LLC | 14,151 | $251.2 萬 | 0.08% | +2,796+24.6% | 加碼 |
| Gould Capital, LLC | 14,013 | $250.5 萬 | 2.02% | −19−0.1% | 減碼 |
| Arrow Financial Corp | 13,999 | $250.3 萬 | 0.34% | +277+2.0% | 加碼 |
| Stonnington Group, LLC | 13,865 | $250.0 萬 | 0.67% | −3,680−21.0% | 減碼 |
| HC Financial Advisors Inc | 13,946 | $249.3 萬 | 1.67% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 13,811 | $246.8 萬 | 0.78% | +2,732+24.7% | 加碼 |
| Blue Edge Capital, LLC | 13,719 | $245.2 萬 | 0.57% | −118−0.9% | 減碼 |
| Hennessy Advisors Inc | 13,700 | $244.9 萬 | 0.15% | −300−2.1% | 減碼 |
| Pearl River Capital, LLC | 13,674 | $244.4 萬 | 0.57% | +13,674 | 新進 |
| Valeo Financial Advisors, LLC | 13,547 | $242.2 萬 | 0.15% | −12,378−47.7% | 減碼 |
| Pathstone Family Office, LLC | 13,478 | $241.0 萬 | 0.05% | +7,493+125.2% | 加碼 |
| Group One Trading, L.P. | 13,380 | $239.2 萬 | 0.07% | −135,858−91.0% | 減碼 |
| Richard Bernstein Advisors LLC | 13,294 | $237.6 萬 | 0.05% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 13,274 | $237.3 萬 | 0.26% | −929−6.5% | 減碼 |
| Strategic Capital Advisers, Inc. | 13,230 | $236.5 萬 | 1.95% | +1,649+14.2% | 加碼 |
| Redpoint Investment Management Pty Ltd | 13,182 | $235.6 萬 | 0.28% | +427+3.3% | 加碼 |
| Logan Capital Management Inc | 13,165 | $235.3 萬 | 0.14% | −75−0.6% | 減碼 |
| Brinker Capital Investments, LLC | 13,154 | $235.1 萬 | 0.04% | +56+0.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 13,125 | $234.6 萬 | 0.02% | −2,715−17.1% | 減碼 |
| Cornerstone Wealth Group, LLC | 13,089 | $234.0 萬 | 0.49% | +1,061+8.8% | 加碼 |
| Pinnacle Holdings, LLC | 13,075 | $233.7 萬 | 1.07% | +141+1.1% | 加碼 |
| Los Angeles Capital Management LLC | 13,058 | $233.4 萬 | 0.01% | +3,219+32.7% | 加碼 |
| Pflug Koory, LLC | 13,052 | $233.3 萬 | 1.35% | +542+4.3% | 加碼 |
| Meiji Yasuda Life Insurance Co | 13,030 | $232.9 萬 | 0.04% | +2,400+22.6% | 加碼 |
| Savant Capital, LLC | 13,021 | $232.8 萬 | 0.07% | +394+3.1% | 加碼 |
| Trust Co of Toledo NA | 13,019 | $232.7 萬 | 0.41% | 00.0% | 不變 |
| Greenleaf Trust | 12,998 | $232.4 萬 | 0.04% | −306−2.3% | 減碼 |
| Ally Financial Inc. | 13,000 | $232.4 萬 | 0.32% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 12,982 | $232.1 萬 | 0.22% | +102+0.8% | 加碼 |
| NEIRG Wealth Management, LLC | 12,940 | $231.3 萬 | 0.51% | −306−2.3% | 減碼 |
| Richelieu Gestion PLC | 12,842 | $229.6 萬 | 2.60% | +1,067+9.1% | 加碼 |
| Guyasuta Investment Advisors Inc | 12,783 | $228.5 萬 | 0.18% | +50+0.4% | 加碼 |
| Veriti Management LLC | 12,784 | $228.5 萬 | 0.32% | +808+6.7% | 加碼 |
| Eudaimonia Partners, LLC | 12,763 | $228.1 萬 | 0.42% | +244+1.9% | 加碼 |
| South Dakota Investment Council | 12,598 | $225.2 萬 | 0.05% | +4,823+62.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 12,574 | $224.6 萬 | 0.10% | −189−1.5% | 減碼 |
| Studio Investment Management LLC | 12,550 | $224.3 萬 | 0.78% | +125+1.0% | 加碼 |
| Barbara Oil Co. | 12,500 | $223.5 萬 | 1.16% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 15,426 | $223.3 萬 | 0.03% | −3,978−20.5% | 減碼 |
| Ellis Investment Partners, LLC | 12,492 | $223.3 萬 | 0.60% | +531+4.4% | 加碼 |
| Azimuth Capital Investment Management LLC | 12,481 | $223.1 萬 | 0.11% | +12,481 | 新進 |
| Park Avenue Securities LLC | 12,474 | $223.0 萬 | 0.04% | +1,727+16.1% | 加碼 |
| BLB&B Advisors, LLC | 12,458 | $222.7 萬 | 0.18% | −140−1.1% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 12,419 | $222.0 萬 | 0.53% | 00.0% | 不變 |
| Goelzer Investment Management, Inc. | 12,246 | $218.9 萬 | 0.21% | +1,036+9.2% | 加碼 |
| Lowe Brockenbrough & Co Inc | 12,219 | $218.4 萬 | 0.19% | −105−0.9% | 減碼 |
| Mission Creek Capital Partners, Inc. | 12,205 | $218.2 萬 | 0.73% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 12,174 | $217.6 萬 | 0.59% | −193−1.6% | 減碼 |
| Spire Wealth Management | 12,151 | $217.2 萬 | 0.09% | −3,203−20.9% | 減碼 |
| Buckley Wealth Management, LLC | 11,972 | $214.0 萬 | 0.69% | −35−0.3% | 減碼 |
| Leavell Investment Management, Inc. | 11,971 | $214.0 萬 | 0.16% | +66+0.6% | 加碼 |
| Bowen Hanes & Co Inc | 11,939 | $213.4 萬 | 0.08% | 00.0% | 不變 |
| Viewpoint Capital Management LLC | 11,788 | $210.7 萬 | 1.98% | +150+1.3% | 加碼 |