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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 3 季與 2022 年第 2 季比較

持有 Caterpillar Inc 的機構從 2022 年第 2 季到 2022 年第 3 季的變化。

2022 年第 3 季全部持有人2022 年第 2 季全部持有人

CAT 的 13F 持有人:2022 年第 2 季與 2022 年第 3 季比較
項目2022 年第 2 季其中尚未申報 2022 年第 3 季2022 年第 3 季變化
持有家數2,077341,992−51
股數3.67 億29.9 萬3.60 億−629.5 萬 (−1.7%)
市值$655.9 億$5,276 萬$592.3 億−$63.1 億 (−9.6%)

34 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(92 家)

2022 年第 3 季季末持有 Caterpillar Inc、2022 年第 2 季季末沒有持有的機構。

2022 年第 3 季新進 CAT 的機構
機構股數市值佔組合 %
Quadrature Capital Ltd146,643$2,407 萬0.78%
Parallax Volatility Advisers, L.P.134,868$2,213 萬0.44%
Virginia Retirement Systems Et Al83,200$1,365 萬0.15%
Susquehanna Fundamental Investments, LLC65,363$1,073 萬0.18%
Czech National Bank61,330$1,006 萬0.29%
Baader Bank INC55,810$915.7 萬0.79%
Teachers Retirement System of the State of Kentucky49,754$816.4 萬0.10%
Cipher Capital LP38,261$627.8 萬1.02%
Simplex Trading, LLC32,345$530.7 萬0.21%
FORA Capital, LLC32,004$525.1 萬1.01%
Balyasny Asset Management LLC28,676$470.5 萬0.02%
Uniplan Investment Counsel, Inc.27,328$448.4 萬0.34%
Addenda Capital Inc.26,919$441.7 萬0.20%
Boit C F David20,400$334.7 萬2.72%
Romano Brothers and Company20,308$333.2 萬0.54%
Advisor Partners II, LLC19,797$324.8 萬0.25%
Asset Dedication, LLC18,894$310.9 萬0.34%
PGGM Investments18,005$295.4 萬0.05%
Hudson Bay Capital Management LP15,000$246.1 萬0.03%
Occudo Quantitative Strategies LP14,069$230.8 萬0.18%
Arabesque Asset Management Ltd11,771$193.1 萬0.94%
Alps Advisors Inc10,664$175.0 萬0.02%
Ergoteles LLC10,110$165.9 萬0.06%
WealthPlan Investment Management, LLC7,197$164.8 萬0.12%
Econ Financial Services Corp9,854$161.7 萬1.33%
Brookfield Asset Management Inc.9,517$156.2 萬0.01%
BTG Pactual Global Asset Management Ltd8,187$134.3 萬2.05%
Oak Asset Management, LLC7,069$116.0 萬0.56%
Kerrisdale Advisers, LLC6,740$110.6 萬0.27%
Ionic Capital Management LLC6,400$105.0 萬0.26%
Wolverine Trading, LLC6,190$102.7 萬0.04%
HighTower Trust Services, LTA5,465$89.7 萬0.10%
Ariose Capital Management Ltd5,100$83.7 萬0.84%
Wipfli Financial Advisors LLC,5,050$82.9 萬0.06%
Duality Advisers, LP4,897$80.3 萬0.09%
XR Securities LLC3,627$59.5 萬0.55%
Altman Advisors, Inc.3,300$54.1 萬0.34%
Colonial Trust Co3,203$52.6 萬0.17%
Inverness Counsel LLC3,002$49.3 萬0.03%
Graham Capital Management, L.P.2,981$48.9 萬0.02%
Jackson Wealth Management, LLC2,853$46.8 萬0.09%
Red Door Wealth Management, LLC2,585$42.4 萬0.16%
Gibson Wealth Advisors LLC2,500$41.0 萬0.47%
Independent Solutions Wealth Management, LLC2,270$37.2 萬0.12%
McBroom & Associates, LLC2,141$35.1 萬0.40%
Keebeck Alpha, LP2,058$33.8 萬0.18%
Hartline Investment Corp1,958$32.1 萬0.27%
Constitution Capital LLC1,900$31.2 萬0.21%
American Trust1,867$30.7 萬0.03%
Journey Strategic Wealth LLC1,778$29.3 萬0.04%
Trinity Financial Advisors LLC1,700$27.9 萬0.20%
Doliver Advisors, LP1,553$25.5 萬0.09%
Heartwood Wealth Advisors LLC1,500$24.6 萬0.04%
Centennial Wealth Advisory LLC1,499$24.6 萬0.14%
First Interstate Bank1,490$24.4 萬0.02%
Legacy Advisors, LLC1,449$23.8 萬0.05%
Buck Wealth Strategies, LLC858$23.4 萬0.11%
Alta Advisers Ltd1,400$23.0 萬0.14%
Alesco Advisors LLC1,384$22.7 萬0.01%
Premier Asset Management LLC1,375$22.6 萬0.23%
JGP Wealth Management, LLC1,267$22.5 萬0.05%
Next Level Private LLC1,220$21.8 萬0.19%
SJS Investment Consulting Inc.1,312$21.5 萬0.07%
Gilman Hill Asset Management, LLC1,280$21.0 萬0.05%
Balboa Wealth Partners1,281$21.0 萬0.09%
Dentgroup LLC1,157$20.8 萬0.21%
Ascent Group, LLC960$20.8 萬0.03%
Calamos Wealth Management LLC1,244$20.4 萬0.02%
Diversified, LLC1,235$20.3 萬0.10%
New England Asset Management Inc1,221$20.0 萬0.00%
Icon Wealth Advisors, LLC615$10.1 萬0.01%
Dakota Community Bank & Trust NA565$9.30 萬0.65%
Jefferies Group LLC526$8.63 萬0.00%
Godsey & Gibb Associates500$8.20 萬0.07%
Old North State Trust, LLC450$7.40 萬0.06%
Barrett & Company, Inc.282$6.77 萬0.05%
McClarren Financial Advisors, Inc.301$4.90 萬0.05%
Axiom Investment Management LLC234$4.00 萬0.08%
Morgan Dempsey Capital Management LLC200$3.30 萬0.01%
Cowa, LLC200$3.30 萬0.02%
EdgeRock Capital LLC139$2.30 萬0.01%
Hillsdale Investment Management Inc.100$1.60 萬0.00%
Cary Street Partners Asset Management LLC77$1.30 萬0.00%
Paragon Wealth Strategies, LLC70$1.20 萬0.01%
TD Capital Management LLC41$7,0000.00%
Dark Forest Capital Management LP37$6,0000.00%
Tucker Asset Management LLC25$5,4120.00%
Abound Wealth Management30$4,9360.00%
HWG Holdings LP22$4,0000.00%
Kayne Anderson Rudnick Investment Management LLC13$2,0000.00%
Morton Brown Family Wealth, LLC5$1,0000.00%
First Command Advisory Services, Inc.50$00.00%

清倉機構(143 家)

2022 年第 2 季季末持有 Caterpillar Inc、2022 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 143 家。

2022 年第 3 季清倉 CAT 的機構
機構2022 年第 2 季股數2022 年第 2 季市值
Vaughan Nelson Investment Management, L.P.449,879$8,042 萬
Fullerton Fund Management Co Ltd.247,989$4,433 萬
Chiron Investment Management, LLC204,331$3,653 萬
Arrowstreet Capital, Limited Partnership153,486$2,744 萬
Twinbeech Capital LP150,434$2,689 萬
Abeille Asset Management SA140,351$2,509 萬
Vantage Investment Partners, LLC136,500$2,440 萬
Natixis Investment Managers International118,665$2,121 萬
Adams Diversified Equity Fund, Inc.115,100$2,058 萬
Gladius Capital Management LP97,224$1,738 萬
Walleye Trading LLC90,268$1,614 萬
Moore Capital Management, LP87,040$1,556 萬
Varma Mutual Pension Insurance Co86,000$1,537 萬
Appian Way Asset Management LP42,200$754.4 萬
Connor, Clark & Lunn Investment Management Ltd.38,029$679.8 萬
Capitolis Advisors LLC34,191$611.2 萬
Squarepoint Ops LLC29,686$530.7 萬
Sandbar Asset Management LLP29,414$508.6 萬
Silverleafe Capital Partners, LLC20,953$374.6 萬
HRT Financial LP20,445$365.4 萬
Pendal Group Limited17,035$304.5 萬
ExodusPoint Capital Management, LP15,858$283.5 萬
Karp Capital Management Corp15,112$270.1 萬
Cornerstone Wealth Group, LLC13,089$234.0 萬
Sowell Financial Services LLC11,748$210.0 萬
Mizuho Markets Cayman LP10,858$194.1 萬
CX Institutional10,469$187.2 萬
Interval Partners, LP10,030$179.3 萬
Concentric Capital Strategies, LP9,900$177.0 萬
XTX Topco Ltd9,134$163.3 萬
Dynamic Technology Lab Private Ltd9,100$162.7 萬
Claraphi Advisory Network, LLC8,705$155.6 萬
Jump Financial, LLC7,556$135.0 萬
De Burlo Group Inc6,737$120.4 萬
Maltin Wealth Management, Inc.6,498$116.2 萬
Arjuna Capital5,985$107.0 萬
EP Wealth Advisors, LLC5,802$103.7 萬
River & Mercantile Asset Management LLP4,790$85.6 萬
Echo Street Capital Management LLC4,655$83.2 萬
Cookson Peirce & Co Inc4,220$75.4 萬
Meridian Financial Partners LLC3,990$73.9 萬
WealthTrust Asset Management, LLC3,932$70.3 萬
Mizuho Securities USA LLC3,584$64.1 萬
Laird Norton Trust Company, LLC3,404$60.8 萬
Advisor Resource Council3,352$60.0 萬
Sunflower Bank, N.A.3,195$57.2 萬
Willow Creek Wealth Management Inc.3,142$56.2 萬
Delphia (USA) Inc.2,555$45.7 萬
WESPAC Advisors SoCal, LLC2,496$44.6 萬
MQS Management LLC2,442$43.7 萬
Childress Capital Advisors, LLC2,247$40.2 萬
Game Plan Financial Advisors, LLC2,045$36.4 萬
Blueprint Investment Partners LLC1,970$35.2 萬
Barnett & Company, Inc.1,925$34.4 萬
Bayesian Capital Management, LP1,897$33.9 萬
Corton Capital Inc.1,860$33.2 萬
Warther Private Wealth, LLC1,829$32.6 萬
Oak Thistle LLC1,795$32.1 萬
Financial Advisors Network, Inc.1,706$30.5 萬
Ategra Capital Management, LLC1,672$29.9 萬
Krilogy Financial LLC1,631$29.2 萬
Empirical Asset Management, LLC1,591$28.4 萬
West Michigan Advisors, LLC2,042$28.1 萬
Bremer Bank National Association1,567$28.0 萬
Destination Wealth Management1,542$27.6 萬
WNY Asset Management, LLC1,540$27.6 萬
Cadinha & Co LLC1,510$27.0 萬
Independent Family Office, LLC1,492$26.7 萬
Vigilare Wealth Management1,475$26.4 萬
BCS Wealth Management1,476$26.4 萬
West Bancorporation Inc1,470$26.3 萬
BBR Partners, LLC1,464$26.2 萬
FDx Advisors, Inc.1,432$25.6 萬
Everhart Financial Group, Inc.1,428$25.5 萬
Old Point Trust & Financial Services N A1,420$25.4 萬
Caxton Associates LP1,410$25.2 萬
Bank Hapoalim BM1,412$25.2 萬
Thompson Davis & Co., Inc.1,300$23.2 萬
Hollencrest Capital Management1,294$23.2 萬
Susquehanna International Group Ltd.1,288$23.0 萬
Canal Capital Management, LLC1,275$22.8 萬
Relyea Zuckerberg Hanson LLC1,271$22.7 萬
Bristlecone Advisors, LLC1,239$22.1 萬
Alerus Financial NA1,229$22.0 萬
Chelsea Counsel Co1,217$21.8 萬
Paulson Wealth Management Inc.1,215$21.7 萬
OneAscent Wealth Management LLC1,215$21.7 萬
Fca Corp1,200$21.5 萬
Greenline Partners, LLC1,205$21.5 萬
Meridian Wealth Advisors, LLC1,202$21.5 萬
Pinnacle Wealth Management Group, Inc.1,200$21.5 萬
Acorn Financial Advisory Services Inc1,193$21.4 萬
TruWealth Advisors, LLC1,198$21.4 萬
First Nebraska Trust Co1,192$21.3 萬
CJM Wealth Advisers, Ltd.1,191$21.3 萬
Pacific Global Investment Management CO1,183$21.1 萬
Executive Wealth Management, LLC1,184$21.1 萬
Mount Vernon Associates Inc1,176$21.0 萬
CapWealth Advisors, LLC1,176$21.0 萬
Beacon Financial Group1,137$21.0 萬

尚未申報 2022 年第 3 季的機構(34 家)

2022 年第 2 季季末持有 Caterpillar Inc、還沒有申報 2022 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 2 季持有 CAT、尚未申報 2022 年第 3 季的機構
機構2022 年第 2 季股數2022 年第 2 季市值
TRH Financial, LLC36,439$651.4 萬
HighPoint Advisor Group LLC35,433$610.6 萬
Coldstream Capital Management Inc28,033$501.1 萬
Sciencast Management LP20,161$395.8 萬
Brewin Dolphin Ltd21,966$392.7 萬
Advisor Partners LLC21,272$380.3 萬
Loveless Wealth Management LLC17,320$309.6 萬
Frontier Wealth Management LLC16,804$300.4 萬
HC Financial Advisors Inc13,946$249.3 萬
Strategic Capital Advisers, Inc.13,230$236.5 萬
Altium Wealth Management LLC10,389$185.7 萬
Murphy Capital Management Inc10,222$182.7 萬
Ern LLC8,500$151.9 萬
HYA Advisors, Inc4,913$87.8 萬
Dixon Hubard Feinour & Brown Inc4,558$81.5 萬
Cordasco Financial Network4,034$72.1 萬
US Asset Management LLC3,802$68.0 萬
Exane Derivatives2,354$42.1 萬
Intersect Capital LLC2,133$38.1 萬
Titus Wealth Management2,060$36.8 萬
Quintet Private Bank (Europe) S.A.1,487$36.8 萬
Quadrant Private Wealth Management, LLC1,990$35.6 萬
BFT Financial Group, LLC1,801$32.2 萬
Swarthmore Group Inc1,784$31.9 萬
Acas, LLC1,412$28.0 萬
Brewin Dolphin Wealth Management Ltd1,480$26.5 萬
DRW Securities, LLC1,460$26.1 萬
KerberRose Wealth Management, LLC1,458$26.1 萬
Minot Wealth Management LLC1,129$20.2 萬
Private Capital Group, LLC1,051$18.8 萬
Fieldpoint Private Securities, LLC939$16.8 萬
Bivin & Associates, Inc.127$2.30 萬
Corbenic Partners LLC2$0
B. Riley Wealth Management, Inc.5,524–