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 |
|---|---|---|---|---|---|
| Traynor Capital Management, Inc. | 11,769 | $210.3 萬 | 0.36% | −551−4.5% | 減碼 |
| Kingsview Wealth Management, LLC | 11,762 | $210.3 萬 | 0.10% | −254−2.1% | 減碼 |
| Sowell Financial Services LLC | 11,748 | $210.0 萬 | 0.19% | +11,748 | 新進 |
| Money Concepts Capital Corp | 11,678 | $208.2 萬 | 0.18% | −2,131−15.4% | 減碼 |
| Spirit of America Management Corp | 11,640 | $208.1 萬 | 0.47% | +265+2.3% | 加碼 |
| Trust Co of Vermont | 11,630 | $207.9 萬 | 0.16% | +64+0.6% | 加碼 |
| Providence Wealth Advisors, LLC | 12,207 | $207.0 萬 | 1.49% | +562+4.8% | 加碼 |
| Foster & Motley Inc | 11,524 | $206.0 萬 | 0.18% | +75+0.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 11,495 | $205.5 萬 | 0.06% | 00.0% | 不變 |
| Ethic Inc. | 11,484 | $205.3 萬 | 0.14% | −9,744−45.9% | 減碼 |
| Whitener Capital Management, Inc. | 11,485 | $205.3 萬 | 0.93% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 11,464 | $204.9 萬 | 0.16% | +7,826+215.1% | 加碼 |
| McMillion Capital Management Inc | 11,429 | $204.3 萬 | 1.70% | −2,055−15.2% | 減碼 |
| Costello Asset Management, INC | 11,428 | $204.3 萬 | 1.77% | −1,161−9.2% | 減碼 |
| MEMBERS Trust Co | 11,290 | $201.8 萬 | 0.06% | −200−1.7% | 減碼 |
| Jacobi Capital Management LLC | 11,253 | $201.1 萬 | 0.27% | +120+1.1% | 加碼 |
| Sumitomo Life Insurance Co | 11,101 | $198.4 萬 | 0.06% | +219+2.0% | 加碼 |
| Alpha Cubed Investments, LLC | 11,070 | $197.9 萬 | 0.14% | −124−1.1% | 減碼 |
| Atlantic Union Bankshares Corp | 11,075 | $197.9 萬 | 0.20% | −66−0.6% | 減碼 |
| Empirical Finance, LLC | 11,049 | $197.5 萬 | 0.25% | +587+5.6% | 加碼 |
| MV Capital Management, Inc. | 11,029 | $197.2 萬 | 0.34% | −73−0.7% | 減碼 |
| Strategic Advisors LLC | 10,999 | $196.6 萬 | 0.41% | +167+1.5% | 加碼 |
| Boltwood Capital Management | 10,958 | $195.9 萬 | 0.85% | −150−1.4% | 減碼 |
| Beck Capital Management, LLC | 10,937 | $195.5 萬 | 0.88% | −61−0.6% | 減碼 |
| Axxcess Wealth Management, LLC | 10,928 | $195.4 萬 | 0.19% | +2,497+29.6% | 加碼 |
| Liberty One Investment Management, LLC | 8,962 | $195.0 萬 | 0.33% | −678−7.0% | 減碼 |
| Mizuho Markets Cayman LP | 10,858 | $194.1 萬 | 0.33% | +10,858 | 新進 |
| Boyd Watterson Asset Management LLC | 10,827 | $193.5 萬 | 0.83% | −26−0.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 10,789 | $192.9 萬 | 0.43% | +735+7.3% | 加碼 |
| V Wealth Advisors LLC | 10,768 | $192.5 萬 | 0.36% | +495+4.8% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 10,744 | $192.1 萬 | 0.09% | +1,163+12.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,714 | $191.6 萬 | 0.74% | +17+0.2% | 加碼 |
| Capital Investment Counsel, Inc | 10,645 | $190.3 萬 | 0.47% | −213−2.0% | 減碼 |
| Mystic Asset Management, Inc. | 10,640 | $190.2 萬 | 1.16% | −220−2.0% | 減碼 |
| Asset Management Group, Inc. | 10,630 | $190.0 萬 | 0.46% | +50+0.5% | 加碼 |
| Evercore Wealth Management, LLC | 10,590 | $189.3 萬 | 0.04% | −1,187−10.1% | 減碼 |
| Aquatic Capital Management LLC | 10,500 | $187.7 萬 | 0.61% | +10,500 | 新進 |
| Anchor Investment Management, LLC | 10,476 | $187.3 萬 | 0.27% | −1,559−13.0% | 減碼 |
| PFG Advisors | 10,474 | $187.2 萬 | 0.21% | +143+1.4% | 加碼 |
| CX Institutional | 10,469 | $187.2 萬 | 0.14% | +184+1.8% | 加碼 |
| Altium Wealth Management LLC | 10,389 | $185.7 萬 | 0.13% | +1,461+16.4% | 加碼 |
| Whalerock Point Partners, LLC | 10,370 | $185.4 萬 | 0.78% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 10,353 | $185.1 萬 | 1.39% | 00.0% | 不變 |
| Kames Capital plc | 10,354 | $185.1 萬 | 0.03% | +851+9.0% | 加碼 |
| Assetmark, Inc | 10,350 | $185.0 萬 | 0.01% | +6,723+185.4% | 加碼 |
| Radnor Capital Management, LLC | 10,326 | $184.6 萬 | 0.50% | −141−1.3% | 減碼 |
| Berkshire Bank | 10,306 | $184.2 萬 | 0.54% | +148+1.5% | 加碼 |
| Modus Advisors, LLC | 10,300 | $184.1 萬 | 0.93% | +222+2.2% | 加碼 |
| Moody National Bank Trust Division | 10,255 | $183.3 萬 | 0.19% | −541−5.0% | 減碼 |
| IFP Advisors, Inc | 19,545 | $183.0 萬 | 0.06% | −10,027−33.9% | 減碼 |
| Murphy Capital Management Inc | 10,222 | $182.7 萬 | 0.25% | +355+3.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,211 | $182.5 萬 | 0.05% | −307−2.9% | 減碼 |
| FLC Capital Advisors | 10,157 | $181.6 萬 | 0.61% | −500−4.7% | 減碼 |
| Fruth Investment Management | 8,143 | $181.6 萬 | 0.50% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 10,126 | $181.0 萬 | 0.14% | +1,055+11.6% | 加碼 |
| MAI Capital Management | 10,036 | $179.4 萬 | 0.03% | +21+0.2% | 加碼 |
| Interval Partners, LP | 10,030 | $179.3 萬 | 0.13% | −4,458−30.8% | 減碼 |
| Focus Financial Network, Inc. | 10,027 | $179.2 萬 | 0.15% | +534+5.6% | 加碼 |
| Hoylecohen, LLC | 10,017 | $179.1 萬 | 0.19% | +45+0.5% | 加碼 |
| Mill Capital Management, LLC | 9,999 | $178.7 萬 | 0.20% | 00.0% | 不變 |
| Edge Capital Group, LLC | 9,963 | $178.1 萬 | 0.17% | −44,908−81.8% | 減碼 |
| Resources Management Corp | 9,965 | $178.1 萬 | 0.29% | −700−6.6% | 減碼 |
| Slow Capital, Inc. | 9,957 | $178.0 萬 | 0.43% | −731−6.8% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 9,954 | $178.0 萬 | 0.15% | +5,374+117.3% | 加碼 |
| Members Capital Advisors Inc | 9,900 | $177.0 萬 | 1.28% | 00.0% | 不變 |
| Concentric Capital Strategies, LP | 9,900 | $177.0 萬 | 1.45% | +8,000+421.1% | 加碼 |
| Capital Asset Advisory Services LLC | 9,876 | $176.5 萬 | 0.19% | −35−0.4% | 減碼 |
| Donaldson Capital Management, LLC | 9,870 | $176.4 萬 | 0.09% | −115−1.2% | 減碼 |
| Cumberland Advisors Inc | 9,850 | $176.1 萬 | 0.58% | 00.0% | 不變 |
| Adell Harriman & Carpenter Inc | 9,850 | $176.1 萬 | 0.22% | +202+2.1% | 加碼 |
| Tower Bridge Advisors | 9,842 | $175.9 萬 | 0.14% | +365+3.9% | 加碼 |
| Holderness Investments Co | 9,789 | $175.0 萬 | 0.73% | −488−4.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,766 | $174.6 萬 | 0.01% | −17,900−64.7% | 減碼 |
| Bryn Mawr Trust Co | 9,714 | $173.6 萬 | 0.08% | +26+0.3% | 加碼 |
| McGuire Investment Group, LLC | 9,696 | $173.3 萬 | 0.37% | +31+0.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,695 | $173.3 萬 | 0.06% | +540+5.9% | 加碼 |
| Hudock, Inc. | 9,663 | $172.7 萬 | 0.58% | +64+0.7% | 加碼 |
| Kistler-Tiffany Companies, LLC | 9,650 | $172.5 萬 | 0.38% | +13+0.1% | 加碼 |
| 1st Source Bank | 9,635 | $172.2 萬 | 0.12% | −231−2.3% | 減碼 |
| Palisade Asset Management, LLC | 9,607 | $171.7 萬 | 0.22% | +84+0.9% | 加碼 |
| First National Bank & Trust Co of Newtown | 9,577 | $171.2 萬 | 0.39% | −75−0.8% | 減碼 |
| Argent Trust Co | 9,530 | $170.3 萬 | 0.12% | +458+5.0% | 加碼 |
| Adirondack Trust Co | 9,515 | $170.0 萬 | 0.91% | +17+0.2% | 加碼 |
| Regal Investment Advisors LLC | 9,507 | $169.9 萬 | 0.18% | +214+2.3% | 加碼 |
| Perfromance Wealth Partners, LLC | 9,503 | $169.9 萬 | 0.10% | +399+4.4% | 加碼 |
| Wellington Shields & Co., LLC | 9,400 | $168.0 萬 | 0.41% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 9,396 | $168.0 萬 | 1.90% | +1,703+22.1% | 加碼 |
| Waldron Private Wealth LLC | 9,369 | $167.4 萬 | 0.09% | +317+3.5% | 加碼 |
| Profund Advisors LLC | 9,361 | $167.3 萬 | 0.11% | −1,518−14.0% | 減碼 |
| Truvestments Capital LLC | 9,361 | $167.3 萬 | 0.98% | −458−4.7% | 減碼 |
| Heritage Trust Co | 9,326 | $166.7 萬 | 0.27% | −90−1.0% | 減碼 |
| Westwood Holdings Group Inc. | 9,306 | $166.4 萬 | 0.02% | +72+0.8% | 加碼 |
| G&S Capital LLC | 9,310 | $166.4 萬 | 0.98% | +157+1.7% | 加碼 |
| Princeton Capital Management LLC | 9,261 | $165.5 萬 | 0.64% | −179−1.9% | 減碼 |
| Triad Financial Advisors, Inc. | 9,252 | $165.4 萬 | 0.92% | +65+0.7% | 加碼 |
| Narwhal Capital Management | 9,255 | $165.4 萬 | 0.23% | +4,565+97.3% | 加碼 |
| First Hawaiian Bank | 9,231 | $165.0 萬 | 0.06% | +112+1.2% | 加碼 |
| Ci Investments Inc. | 9,223 | $164.9 萬 | 0.01% | −3,649−28.3% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,217 | $164.8 萬 | 1.07% | 00.0% | 不變 |
| Inscription Capital, LLC | 9,209 | $164.6 萬 | 0.30% | −1,470−13.8% | 減碼 |