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 13F 持有人
Caterpillar Inc 在 2022/9/30 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
- 1,992
- 較 2022 年第 2 季 −51 家
- 持有股數
- 3.60 億
- 較 2022 年第 2 季 −629.5 萬 (−1.7%)
- 總市值
- $592.3 億
- 較 2022 年第 2 季 −$63.1 億 (−9.6%)
- 新進機構
- 92
- 另有 791 家加碼
- 清倉機構
- 143
- 另有 729 家減碼
另有 34 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TRUE Private Wealth Advisors | 4,392 | $72.0 萬 | 0.11% | −226−4.9% | 減碼 |
| Biltmore Family Office, LLC | 4,412 | $72.4 萬 | 0.17% | 00.0% | 不變 |
| High Falls Advisors, Inc | 4,413 | $72.4 萬 | 0.24% | +4+0.1% | 加碼 |
| AlphaStar Capital Management, LLC | 4,419 | $72.5 萬 | 0.08% | −3,598−44.9% | 減碼 |
| Heck Capital Advisors, LLC | 4,440 | $72.9 萬 | 0.15% | +42+1.0% | 加碼 |
| Old Mission Investment Co LLC | 4,443 | $72.9 萬 | 0.34% | +119+2.8% | 加碼 |
| Forum Financial Management, LP | 4,441 | $72.9 萬 | 0.04% | −591−11.7% | 減碼 |
| Braun Stacey Associates Inc | 4,450 | $73.0 萬 | 0.04% | −2,310−34.2% | 減碼 |
| Old West Investment Management, LLC | 4,458 | $73.1 萬 | 0.52% | −200−4.3% | 減碼 |
| Choate Investment Advisors | 4,472 | $73.4 萬 | 0.05% | 00.0% | 不變 |
| Am Investment Strategies LLC | 4,488 | $73.6 萬 | 0.27% | +10.0% | 加碼 |
| Vigilant Capital Management, LLC | 4,495 | $73.8 萬 | 0.07% | +30+0.7% | 加碼 |
| BancorpSouth Bank | 4,495 | $73.8 萬 | 0.08% | +600+15.4% | 加碼 |
| Wealth Management Partners, LLC | 4,000 | $73.8 萬 | 0.65% | 00.0% | 不變 |
| Davis R M Inc | 4,503 | $73.9 萬 | 0.02% | −307−6.4% | 減碼 |
| JFS Wealth Advisors, LLC | 4,505 | $73.9 萬 | 0.08% | +28+0.6% | 加碼 |
| Transcend Wealth Collective, LLC | 4,518 | $74.1 萬 | 0.08% | +950+26.6% | 加碼 |
| Westhampton Capital, LLC | 4,525 | $74.2 萬 | 0.56% | 00.0% | 不變 |
| Optimum Investment Advisors | 4,520 | $74.2 萬 | 0.40% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 4,553 | $74.7 萬 | 0.10% | −219−4.6% | 減碼 |
| Sutton Wealth Advisors Inc. | 4,555 | $74.7 萬 | 0.30% | +318+7.5% | 加碼 |
| World Equity Group, Inc. | 4,568 | $75.0 萬 | 0.19% | −789−14.7% | 減碼 |
| Arete Wealth Advisors, LLC | 4,585 | $75.2 萬 | 0.07% | +1,325+40.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 4,592 | $75.3 萬 | 0.06% | +724+18.7% | 加碼 |
| Widmann Financial Services, Inc. | 4,589 | $75.3 萬 | 0.83% | +80+1.8% | 加碼 |
| Bessemer Securities LLC | 4,603 | $75.5 萬 | 0.27% | 00.0% | 不變 |
| City State Bank | 4,605 | $75.6 萬 | 0.53% | +61+1.3% | 加碼 |
| 55I, LLC | 4,649 | $76.3 萬 | 0.02% | +2,437+110.2% | 加碼 |
| Windsor Group LTD | 4,300 | $76.4 萬 | 0.19% | +3+0.1% | 加碼 |
| Allen Capital Group, LLC | 4,673 | $76.7 萬 | 0.18% | −102−2.1% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,712 | $77.3 萬 | 0.30% | 00.0% | 不變 |
| Transform Wealth, LLC | 4,730 | $77.6 萬 | 0.10% | −33,263−87.6% | 減碼 |
| South State Corp. | 4,735 | $77.6 萬 | 0.08% | +1,076+29.4% | 加碼 |
| Farmers Trust Co | 4,740 | $77.8 萬 | 0.19% | 00.0% | 不變 |
| Virtu Financial LLC | 4,772 | $78.3 萬 | 0.07% | −57,559−92.3% | 減碼 |
| Fort Pitt Capital Group, LLC | 4,790 | $78.6 萬 | 0.04% | −1,891−28.3% | 減碼 |
| Diamant Asset Management, Inc. | 4,807 | $78.9 萬 | 0.77% | −2,068−30.1% | 減碼 |
| Garde Capital, Inc. | 4,811 | $78.9 萬 | 0.10% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 4,815 | $79.0 萬 | 0.28% | −135−2.7% | 減碼 |
| Ingalls & Snyder LLC | 4,817 | $79.0 萬 | 0.04% | −10−0.2% | 減碼 |
| FinTrust Capital Advisors, LLC | 4,302 | $79.0 萬 | 0.20% | −128−2.9% | 減碼 |
| Epoch Investment Partners, Inc. | 4,823 | $79.1 萬 | 0.01% | −1,959−28.9% | 減碼 |
| Wright Investors Service Inc | 4,824 | $79.2 萬 | 0.25% | −10,528−68.6% | 減碼 |
| Charles Schwab Trust Co | 4,827 | $79.2 萬 | 0.13% | +1,027+27.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,847 | $79.5 萬 | 0.05% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 4,881 | $80.1 萬 | 0.12% | +32+0.7% | 加碼 |
| Duality Advisers, LP | 4,897 | $80.3 萬 | 0.09% | +4,897 | 新進 |
| CoreCap Advisors, LLC | 4,897 | $80.4 萬 | 0.07% | −6,567−57.3% | 減碼 |
| Diligent Investors, LLC | 4,939 | $81.0 萬 | 0.29% | +1,906+62.8% | 加碼 |
| Woodmont Investment Counsel LLC | 4,948 | $81.2 萬 | 0.10% | +2,939+146.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,955 | $81.3 萬 | 0.04% | −2,593−34.4% | 減碼 |
| Good Life Advisors, LLC | 4,973 | $81.6 萬 | 0.12% | +46+0.9% | 加碼 |
| K.J. Harrison & Partners Inc | 5,000 | $82.0 萬 | 0.29% | −1,000−16.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,000 | $82.0 萬 | 0.04% | +1,210+31.9% | 加碼 |
| Gamble Jones Investment Counsel | 5,018 | $82.3 萬 | 0.07% | −150−2.9% | 減碼 |
| Parkside Financial Bank & Trust | 5,054 | $82.9 萬 | 0.26% | −91−1.8% | 減碼 |
| Wipfli Financial Advisors LLC, | 5,050 | $82.9 萬 | 0.06% | +5,050 | 新進 |
| Fund Management at Engine No. 1 LLC | 5,076 | $83.3 萬 | 0.25% | −15,043−74.8% | 減碼 |
| Laffer Tengler Investments | 5,077 | $83.3 萬 | 0.31% | +109+2.2% | 加碼 |
| Ariose Capital Management Ltd | 5,100 | $83.7 萬 | 0.84% | +5,100 | 新進 |
| Howland Capital Management LLC | 5,128 | $84.1 萬 | 0.05% | −177−3.3% | 減碼 |
| Shepherd Financial Partners LLC | 5,136 | $84.3 萬 | 0.16% | −2,383−31.7% | 減碼 |
| WD Rutherford LLC | 5,169 | $84.8 萬 | 0.68% | −95−1.8% | 減碼 |
| HM Payson & Co | 5,172 | $84.9 萬 | 0.02% | −83−1.6% | 減碼 |
| Ballentine Partners, LLC | 5,183 | $85.0 萬 | 0.03% | +707+15.8% | 加碼 |
| Wintrust Investments LLC | 5,217 | $85.6 萬 | 0.11% | −1,350−20.6% | 減碼 |
| Sonora Investment Management Group, LLC | 4,797 | $85.7 萬 | 0.11% | 00.0% | 不變 |
| First Foundation Advisors | 5,231 | $85.8 萬 | 0.04% | +102+2.0% | 加碼 |
| PSI Advisors, LLC | 5,236 | $85.9 萬 | 0.45% | −52−1.0% | 減碼 |
| Schechter Investment Advisors, LLC | 5,250 | $86.1 萬 | 0.08% | −1,242−19.1% | 減碼 |
| CoreFirst Bank & Trust | 5,259 | $86.3 萬 | 0.74% | +69+1.3% | 加碼 |
| Institute for Wealth Management, LLC. | 5,276 | $86.6 萬 | 0.19% | −7−0.1% | 減碼 |
| Granite Investment Partners, LLC | 5,277 | $86.6 萬 | 0.04% | +1,777+50.8% | 加碼 |
| SOL Capital Management CO | 5,287 | $86.7 萬 | 0.18% | 00.0% | 不變 |
| Alaethes Wealth LLC | 5,298 | $86.9 萬 | 0.64% | +281+5.6% | 加碼 |
| Wolff Financial Management LLC | 5,335 | $87.5 萬 | 0.40% | −28−0.5% | 減碼 |
| Proequities, Inc. | 5,339 | $87.6 萬 | 0.08% | −75−1.4% | 減碼 |
| SevenBridge Financial Group, LLC | 5,343 | $87.7 萬 | 0.30% | +449+9.2% | 加碼 |
| Garrison Point Advisors, LLC | 5,370 | $88.1 萬 | 0.79% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 4,118 | $88.4 萬 | 0.20% | +49+1.2% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,431 | $89.1 萬 | 0.07% | +236+4.5% | 加碼 |
| RNC Capital Management LLC | 5,436 | $89.2 萬 | 0.06% | −859−13.6% | 減碼 |
| Eastern Bank | 5,453 | $89.4 萬 | 0.05% | 00.0% | 不變 |
| Byrne Asset Management LLC | 5,456 | $89.5 萬 | 0.69% | +135+2.5% | 加碼 |
| Comerica Securities,inc. | 5,460 | $89.6 萬 | 0.07% | −146−2.6% | 減碼 |
| Qtron Investments LLC | 5,463 | $89.6 萬 | 0.22% | 00.0% | 不變 |
| Arbor Trust Wealth Advisors, LLC | 5,500 | $89.7 萬 | 0.68% | −275−4.8% | 減碼 |
| HighTower Trust Services, LTA | 5,465 | $89.7 萬 | 0.10% | +5,465 | 新進 |
| Next Century Growth Investors LLC | 5,482 | $89.9 萬 | 0.11% | +36+0.7% | 加碼 |
| Cladis Investment Advisory, LLC | 5,483 | $90.0 萬 | 0.97% | +150+2.8% | 加碼 |
| Van Strum & Towne Inc. | 5,492 | $90.1 萬 | 0.42% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 5,499 | $90.2 萬 | 0.10% | +48+0.9% | 加碼 |
| Aureus Asset Management, LLC | 5,508 | $90.4 萬 | 0.08% | +3+0.1% | 加碼 |
| Nations Financial Group Inc, | 5,517 | $90.5 萬 | 0.13% | −34−0.6% | 減碼 |
| Barber Financial Group, Inc. | 5,538 | $90.9 萬 | 0.26% | +5+0.1% | 加碼 |
| CFM Wealth Partners LLC | 5,542 | $90.9 萬 | 0.29% | +100+1.8% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,580 | $91.4 萬 | 0.07% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 5,605 | $92.0 萬 | 0.17% | 00.0% | 不變 |
| CPWM, LLC | 5,608 | $92.0 萬 | 0.09% | +195+3.6% | 加碼 |
| Apollon Wealth Management, LLC | 5,614 | $92.1 萬 | 0.08% | +147+2.7% | 加碼 |