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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 5,623 | $92.2 萬 | 0.18% | −207−3.6% | 減碼 |
| Independent Financial Group, LLC | 5,633 | $92.4 萬 | 0.08% | +239+4.4% | 加碼 |
| Centaurus Financial, Inc. | 5,636 | $92.5 萬 | 0.09% | −718−11.3% | 減碼 |
| Tempus Wealth Planning, LLC | 5,643 | $92.6 萬 | 0.62% | +15+0.3% | 加碼 |
| Checchi Capital Advisers, LLC | 5,672 | $93.1 萬 | 0.10% | −56−1.0% | 減碼 |
| Symmetry Partners, LLC | 5,683 | $93.2 萬 | 0.06% | 00.0% | 不變 |
| Cozad Asset Management Inc | 5,692 | $93.4 萬 | 0.15% | +380+7.2% | 加碼 |
| Deseret Mutual Benefit Administrators | 5,698 | $93.5 萬 | 0.26% | −1,115−16.4% | 減碼 |
| NorthRock Partners, LLC | 5,737 | $94.1 萬 | 0.11% | −314−5.2% | 減碼 |
| Rational Advisors LLC | 5,763 | $94.6 萬 | 0.07% | +388+7.2% | 加碼 |
| Cahill Financial Advisors Inc | 5,775 | $94.8 萬 | 0.20% | −196−3.3% | 減碼 |
| Duff & Phelps Investment Management Co | 5,775 | $94.8 萬 | 0.01% | 00.0% | 不變 |
| Flaharty Asset Management, LLC | 5,785 | $94.9 萬 | 0.20% | 00.0% | 不變 |
| Adviser Investments LLC | 5,787 | $95.0 萬 | 0.07% | +1,403+32.0% | 加碼 |
| Haverford Trust Co | 5,810 | $95.3 萬 | 0.01% | −219−3.6% | 減碼 |
| WMS Partners, LLC | 5,835 | $95.7 萬 | 0.13% | +124+2.2% | 加碼 |
| True North Advisors, LLC | 5,844 | $95.9 萬 | 0.31% | 00.0% | 不變 |
| Sequent Asset Management, LLC | 5,861 | $96.1 萬 | 0.72% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 5,868 | $96.3 萬 | 0.03% | +3,427+140.4% | 加碼 |
| Stonegate Investment Group, LLC | 5,877 | $96.4 萬 | 0.04% | +6+0.1% | 加碼 |
| Graypoint LLC | 5,885 | $96.6 萬 | 0.12% | −173−2.9% | 減碼 |
| Citizens Financial Group Inc | 5,903 | $96.8 萬 | 0.04% | +11+0.2% | 加碼 |
| Beaton Management Co. Inc. | 5,903 | $96.9 萬 | 0.73% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 5,913 | $97.0 萬 | 0.15% | +720+13.9% | 加碼 |
| TKG Advisors, LLC | 5,922 | $97.2 萬 | 0.77% | +137+2.4% | 加碼 |
| Investment House LLC | 5,940 | $97.5 萬 | 0.09% | +1,212+25.6% | 加碼 |
| Diversified Trust Co | 5,957 | $97.7 萬 | 0.04% | −2,962−33.2% | 減碼 |
| First National Bank Sioux Falls | 5,970 | $97.9 萬 | 1.02% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 5,973 | $98.0 萬 | 0.83% | +152+2.6% | 加碼 |
| Cobblestone Capital Advisors LLC | 6,026 | $98.9 萬 | 0.08% | −1,100−15.4% | 減碼 |
| United Bank | 6,025 | $98.9 萬 | 0.15% | +850+16.4% | 加碼 |
| St Germain D J Co Inc | 5,550 | $99.2 萬 | 0.07% | 00.0% | 不變 |
| Bridges Investment Management Inc | 6,050 | $99.2 萬 | 0.04% | +2,000+49.4% | 加碼 |
| Wade G W & Inc | 6,065 | $99.5 萬 | 0.05% | +253+4.4% | 加碼 |
| SlateStone Wealth, LLC | 6,069 | $99.6 萬 | 0.27% | +155+2.6% | 加碼 |
| Delos Wealth Advisors, LLC | 6,077 | $99.7 萬 | 1.19% | −3,319−35.3% | 減碼 |
| Amarillo National Bank | 6,073 | $99.7 萬 | 0.23% | +46+0.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 6,096 | $100.0 萬 | 0.26% | +75+1.2% | 加碼 |
| Fort Point Capital Partners LLC | 6,109 | $100.2 萬 | 0.19% | −64−1.0% | 減碼 |
| Parsec Financial Management, Inc. | 6,110 | $100.3 萬 | 0.05% | −203−3.2% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 6,122 | $100.4 萬 | 0.13% | −401−6.1% | 減碼 |
| Glen Eagle Advisors, LLC | 6,119 | $100.4 萬 | 0.29% | −674−9.9% | 減碼 |
| Douglas Lane & Associates, LLC | 6,146 | $100.8 萬 | 0.02% | −225−3.5% | 減碼 |
| Keudell/Morrison Wealth Management | 6,141 | $100.8 萬 | 0.38% | +178+3.0% | 加碼 |
| Greenfield Savings Bank | 6,174 | $101.3 萬 | 0.73% | −81−1.3% | 減碼 |
| Titleist Asset Management, Ltd. | 6,182 | $101.4 萬 | 0.24% | −627−9.2% | 減碼 |
| WBH Advisory Inc | 6,219 | $102.0 萬 | 0.15% | −47−0.8% | 減碼 |
| Mattern Wealth Management LLC | 6,235 | $102.3 萬 | 0.41% | +10+0.2% | 加碼 |
| Essex Savings Bank | 6,261 | $102.7 萬 | 0.41% | +100+1.6% | 加碼 |
| Wolverine Trading, LLC | 6,190 | $102.7 萬 | 0.04% | +6,190 | 新進 |
| Convergence Investment Partners, LLC | 6,297 | $103.3 萬 | 0.67% | +93+1.5% | 加碼 |
| Transamerica Financial Advisors, Inc. | 6,291 | $103.3 萬 | 0.15% | +1,318+26.5% | 加碼 |
| Verdence Capital Advisors LLC | 6,304 | $103.4 萬 | 0.14% | −19−0.3% | 減碼 |
| StoneX Group Inc. | 6,332 | $103.9 萬 | 0.14% | +615+10.8% | 加碼 |
| Avitas Wealth Management LLC | 6,344 | $104.1 萬 | 0.24% | −9,427−59.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,366 | $104.5 萬 | 0.01% | −3,400−34.8% | 減碼 |
| Private Asset Management Inc | 6,395 | $104.9 萬 | 0.19% | +380+6.3% | 加碼 |
| Ionic Capital Management LLC | 6,400 | $105.0 萬 | 0.26% | +6,400 | 新進 |
| Rothschild Investment Corp | 6,425 | $105.4 萬 | 0.10% | +773+13.7% | 加碼 |
| Siena Capital LLC | 6,433 | $105.5 萬 | 0.69% | +301+4.9% | 加碼 |
| Personal Capital Advisors Corp | 6,455 | $105.9 萬 | 0.01% | +476+8.0% | 加碼 |
| Csenge Advisory Group | 6,453 | $105.9 萬 | 0.09% | +1,592+32.8% | 加碼 |
| Financial Architects, Inc | 6,479 | $106.3 萬 | 0.19% | +238+3.8% | 加碼 |
| River Wealth Advisors LLC | 6,497 | $106.6 萬 | 0.23% | −141−2.1% | 減碼 |
| Cigna Investments Inc | 6,511 | $106.8 萬 | 0.24% | −390−5.7% | 減碼 |
| Thomas White International Ltd | 6,542 | $107.3 萬 | 0.25% | 00.0% | 不變 |
| Parallel Advisors, LLC | 6,545 | $107.4 萬 | 0.05% | −174−2.6% | 減碼 |
| Eudaimonia Partners, LLC | 6,602 | $108.3 萬 | 0.28% | −6,161−48.3% | 減碼 |
| Washington Trust Bank | 6,607 | $108.4 萬 | 0.14% | −1,000−13.1% | 減碼 |
| Coastline Trust Co | 6,613 | $108.5 萬 | 0.17% | −250−3.6% | 減碼 |
| Covington Capital Management | 6,615 | $108.5 萬 | 0.05% | +6+0.1% | 加碼 |
| Silverlake Wealth Management LLC | 6,617 | $108.6 萬 | 0.74% | +53+0.8% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 6,621 | $108.6 萬 | 1.26% | +200+3.1% | 加碼 |
| Legacy Bridge, LLC | 6,660 | $109.3 萬 | 0.87% | 00.0% | 不變 |
| Ritholtz Wealth Management | 6,670 | $109.4 萬 | 0.06% | +250+3.9% | 加碼 |
| Guardian Investment Management | 6,687 | $109.7 萬 | 1.12% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,695 | $109.8 萬 | 0.09% | −159−2.3% | 減碼 |
| Ar Asset Management Inc | 6,700 | $109.9 萬 | 0.33% | 00.0% | 不變 |
| Atlantic Trust, LLC | 6,698 | $110.0 萬 | 0.38% | 00.0% | 不變 |
| Kerrisdale Advisers, LLC | 6,740 | $110.6 萬 | 0.27% | +6,740 | 新進 |
| Integrated Wealth Concepts LLC | 6,757 | $110.9 萬 | 0.04% | −561−7.7% | 減碼 |
| Sargent Investment Group, LLC | 6,213 | $111.1 萬 | 0.35% | +620+11.1% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 6,775 | $111.2 萬 | 0.00% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 6,785 | $111.3 萬 | 0.05% | −10,910−61.7% | 減碼 |
| Hilton Capital Management, LLC | 6,783 | $111.3 萬 | 0.15% | 00.0% | 不變 |
| Harvest Volatility Management LLC | 6,708 | $111.3 萬 | 0.19% | +308+4.8% | 加碼 |
| Staley Capital Advisers Inc | 6,800 | $111.6 萬 | 0.07% | 00.0% | 不變 |
| Clarius Group, LLC | 6,807 | $111.7 萬 | 0.11% | +238+3.6% | 加碼 |
| Laurel Wealth Advisors, Inc. | 6,828 | $112.0 萬 | 0.12% | +103+1.5% | 加碼 |
| Toroso Investments, LLC | 6,829 | $112.1 萬 | 0.05% | +232+3.5% | 加碼 |
| Argus Investors' Counsel, Inc. | 6,860 | $112.6 萬 | 1.00% | −2,000−22.6% | 減碼 |
| Main Street Research LLC | 6,869 | $112.7 萬 | 0.25% | +132+2.0% | 加碼 |
| Valley Brook Capital Group | 6,930 | $113.7 萬 | 1.24% | +10+0.1% | 加碼 |
| Bragg Financial Advisors, Inc | 6,938 | $113.8 萬 | 0.08% | −341−4.7% | 減碼 |
| We Are One Seven, LLC | 6,052 | $114.7 萬 | 0.11% | −1,866−23.6% | 減碼 |
| Strategic Financial Services, Inc, | 7,002 | $114.9 萬 | 0.10% | −129−1.8% | 減碼 |
| Franklin Street Advisors Inc | 7,000 | $114.9 萬 | 0.12% | 00.0% | 不變 |
| AIA Group Ltd | 7,018 | $115.2 萬 | 0.08% | +2,060+41.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 7,036 | $115.4 萬 | 0.02% | 00.0% | 不變 |
| Oak Asset Management, LLC | 7,069 | $116.0 萬 | 0.56% | +7,069 | 新進 |