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 | 3,773 | $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 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 |
|---|---|---|---|---|---|
| Spirit of America Management Corp | 11,640 | $191.0 萬 | 0.45% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 11,642 | $191.0 萬 | 0.09% | +2,973+34.3% | 加碼 |
| Essex Financial Services, Inc. | 11,655 | $191.2 萬 | 0.23% | −1,619−12.2% | 減碼 |
| Viewpoint Capital Management LLC | 11,738 | $192.6 萬 | 1.90% | −50−0.4% | 減碼 |
| Geneos Wealth Management Inc. | 11,750 | $192.7 萬 | 0.13% | −15,708−57.2% | 減碼 |
| Arabesque Asset Management Ltd | 11,771 | $193.1 萬 | 0.94% | +11,771 | 新進 |
| First Citizens Bank & Trust Co | 11,799 | $193.6 萬 | 0.06% | +2,850+31.8% | 加碼 |
| IFP Advisors, Inc | 20,973 | $195.4 萬 | 0.06% | +1,428+7.3% | 加碼 |
| Bowen Hanes & Co Inc | 11,939 | $195.9 萬 | 0.08% | 00.0% | 不變 |
| Goelzer Investment Management, Inc. | 11,959 | $196.2 萬 | 0.20% | −287−2.3% | 減碼 |
| Leavell Investment Management, Inc. | 12,009 | $197.0 萬 | 0.16% | +38+0.3% | 加碼 |
| Mission Creek Capital Partners, Inc. | 12,092 | $198.4 萬 | 0.75% | −113−0.9% | 減碼 |
| NEIRG Wealth Management, LLC | 12,100 | $198.5 萬 | 0.40% | −840−6.5% | 減碼 |
| Lowe Brockenbrough & Co Inc | 12,216 | $200.4 萬 | 0.19% | −30.0% | 減碼 |
| Verition Fund Management LLC | 12,263 | $201.2 萬 | 0.03% | −11,361−48.1% | 減碼 |
| Park Avenue Securities LLC | 12,267 | $201.3 萬 | 0.04% | −207−1.7% | 減碼 |
| Cambridge Advisors Inc. | 12,338 | $202.4 萬 | 0.58% | +164+1.3% | 加碼 |
| Assetmark, Inc | 12,373 | $203.0 萬 | 0.01% | +2,023+19.5% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 12,419 | $203.8 萬 | 0.52% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 12,458 | $204.4 萬 | 0.17% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 12,465 | $204.5 萬 | 0.11% | −16−0.1% | 減碼 |
| Barbara Oil Co. | 12,500 | $205.1 萬 | 1.13% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 12,533 | $205.6 萬 | 0.10% | +771+6.6% | 加碼 |
| Vestcor Inc | 12,567 | $206.2 萬 | 0.08% | −7,437−37.2% | 減碼 |
| Capula Management Ltd | 12,735 | $209.0 萬 | 0.26% | −59,490−82.4% | 減碼 |
| South Dakota Investment Council | 12,755 | $209.3 萬 | 0.05% | +157+1.2% | 加碼 |
| Guyasuta Investment Advisors Inc | 12,783 | $209.7 萬 | 0.18% | 00.0% | 不變 |
| Richelieu Gestion PLC | 12,842 | $210.7 萬 | 2.51% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 12,840 | $210.7 萬 | 0.45% | +9,400+273.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 12,891 | $211.4 萬 | 0.09% | +317+2.5% | 加碼 |
| Hodges Capital Management Inc. | 12,910 | $211.8 萬 | 0.35% | −4,579−26.2% | 減碼 |
| Brinker Capital Investments, LLC | 12,908 | $211.8 萬 | 0.04% | −246−1.9% | 減碼 |
| Savant Capital, LLC | 12,911 | $211.8 萬 | 0.07% | −110−0.8% | 減碼 |
| Trust Co of Vermont | 12,905 | $211.8 萬 | 0.17% | +1,275+11.0% | 加碼 |
| Ally Financial Inc. | 13,000 | $213.3 萬 | 0.35% | 00.0% | 不變 |
| Greenleaf Trust | 13,044 | $214.0 萬 | 0.03% | +46+0.4% | 加碼 |
| FourThought Financial, LLC | 13,095 | $214.9 萬 | 0.32% | +8,888+211.3% | 加碼 |
| Kavar Capital Partners Group, LLC | 13,097 | $214.9 萬 | 0.55% | +9,649+279.8% | 加碼 |
| Empirical Finance, LLC | 13,195 | $216.5 萬 | 0.26% | +2,146+19.4% | 加碼 |
| Pinnacle Holdings, LLC | 13,203 | $216.6 萬 | 1.01% | +128+1.0% | 加碼 |
| Richard Bernstein Advisors LLC | 13,294 | $218.1 萬 | 0.05% | 00.0% | 不變 |
| Stonnington Group, LLC | 11,845 | $218.4 萬 | 0.62% | −2,020−14.6% | 減碼 |
| Waycross Partners, LLC | 13,343 | $218.9 萬 | 1.47% | −12,577−48.5% | 減碼 |
| Group One Trading, L.P. | 13,342 | $218.9 萬 | 0.07% | −38−0.3% | 減碼 |
| Studio Investment Management LLC | 13,360 | $219.2 萬 | 0.79% | +810+6.5% | 加碼 |
| Logan Capital Management Inc | 13,373 | $219.4 萬 | 0.13% | +208+1.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 13,480 | $221.2 萬 | 0.06% | −1,895−12.3% | 減碼 |
| Hennessy Advisors Inc | 13,500 | $221.5 萬 | 0.15% | −200−1.5% | 減碼 |
| Schnieders Capital Management LLC | 13,709 | $224.9 萬 | 0.60% | +8,500+163.2% | 加碼 |
| Ellis Investment Partners, LLC | 13,744 | $225.5 萬 | 0.62% | +1,252+10.0% | 加碼 |
| Trustcore Financial Services, LLC | 13,752 | $225.6 萬 | 0.21% | +770+5.9% | 加碼 |
| Blue Edge Capital, LLC | 13,876 | $227.7 萬 | 0.56% | +157+1.1% | 加碼 |
| Wetherby Asset Management Inc | 13,936 | $228.7 萬 | 0.16% | −788−5.4% | 減碼 |
| Ascent Wealth Partners, LLC | 13,955 | $229.0 萬 | 0.55% | −3,469−19.9% | 減碼 |
| Occudo Quantitative Strategies LP | 14,069 | $230.8 萬 | 0.18% | +14,069 | 新進 |
| Shelton Capital Management | 14,167 | $232.5 萬 | 0.11% | −158−1.1% | 減碼 |
| Gould Capital, LLC | 14,259 | $234.0 萬 | 2.02% | +246+1.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 14,337 | $235.2 萬 | 0.26% | +9,664+206.8% | 加碼 |
| Steel Peak Wealth Management LLC | 14,391 | $236.1 萬 | 0.18% | −38,330−72.7% | 減碼 |
| Plimoth Trust Co LLC | 14,405 | $236.3 萬 | 0.82% | +594+4.3% | 加碼 |
| Arrow Financial Corp | 14,415 | $236.6 萬 | 0.35% | +416+3.0% | 加碼 |
| Ethic Inc. | 14,426 | $236.7 萬 | 0.16% | +2,942+25.6% | 加碼 |
| Investment Management of Virginia LLC | 14,480 | $237.6 萬 | 0.51% | +170+1.2% | 加碼 |
| Brown Brothers Harriman & Co | 14,486 | $237.7 萬 | 0.02% | −307−2.1% | 減碼 |
| Valeo Financial Advisors, LLC | 14,500 | $237.9 萬 | 0.15% | +953+7.0% | 加碼 |
| Pflug Koory, LLC | 14,505 | $238.0 萬 | 1.45% | +1,453+11.1% | 加碼 |
| DT Investment Partners, LLC | 14,595 | $239.4 萬 | 0.39% | −1,268−8.0% | 減碼 |
| Griffin Asset Management, Inc. | 14,619 | $239.9 萬 | 0.40% | −229−1.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 14,619 | $239.9 萬 | 0.46% | +561+4.0% | 加碼 |
| Kinloch Capital, LLC | 14,629 | $240.0 萬 | 1.58% | +419+2.9% | 加碼 |
| CWM, LLC | 14,658 | $240.5 萬 | 0.02% | −1,909−11.5% | 減碼 |
| TCI Wealth Advisors, Inc. | 14,734 | $241.8 萬 | 0.39% | −1,122−7.1% | 減碼 |
| Webster Bank, N. A. | 14,777 | $242.5 萬 | 0.35% | −120−0.8% | 減碼 |
| Financial Sense Advisors, Inc. | 14,790 | $242.7 萬 | 1.03% | +510+3.6% | 加碼 |
| Mitchell Capital Management Co | 14,811 | $243.0 萬 | 0.69% | +272+1.9% | 加碼 |
| KG&L Capital Management,LLC | 14,945 | $245.2 萬 | 1.38% | −282−1.9% | 減碼 |
| Ogorek Anthony Joseph | 14,961 | $245.4 萬 | 1.17% | +88+0.6% | 加碼 |
| Tower View Investment Management & Research LLC | 14,984 | $245.9 萬 | 1.89% | +233+1.6% | 加碼 |
| RBF Capital, LLC | 15,000 | $246.1 萬 | 0.21% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 15,000 | $246.1 萬 | 0.03% | +15,000 | 新進 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $246.1 萬 | 0.84% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 15,079 | $247.4 萬 | 0.06% | +51+0.3% | 加碼 |
| Eukles Asset Management | 15,144 | $248.5 萬 | 1.63% | −60.0% | 減碼 |
| Clearbridge Investments, LLC | 15,220 | $249.7 萬 | 0.00% | +230+1.5% | 加碼 |
| Iowa State Bank | 15,224 | $249.8 萬 | 0.71% | +61+0.4% | 加碼 |
| Roundview Capital LLC | 15,255 | $250.3 萬 | 0.32% | +205+1.4% | 加碼 |
| Allworth Financial LP | 15,300 | $251.0 萬 | 0.03% | −854−5.3% | 減碼 |
| Illinois Municipal Retirement Fund | 15,496 | $254.3 萬 | 0.06% | −15,226−49.6% | 減碼 |
| EagleClaw Capital Managment, LLC | 15,500 | $254.3 萬 | 0.71% | +600+4.0% | 加碼 |
| Lake Street Advisors Group, LLC | 15,578 | $255.6 萬 | 0.19% | −578−3.6% | 減碼 |
| North Star Investment Management Corp. | 15,605 | $256.0 萬 | 0.25% | +11+0.1% | 加碼 |
| Freestone Capital Holdings, LLC | 15,651 | $256.8 萬 | 0.12% | −997−6.0% | 減碼 |
| Parcion Private Wealth LLC | 15,681 | $257.3 萬 | 0.29% | +699+4.7% | 加碼 |
| Hixon Zuercher, LLC | 15,709 | $257.8 萬 | 1.65% | +1,617+11.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 15,717 | $257.9 萬 | 0.19% | +71+0.5% | 加碼 |
| Laurion Capital Management LP | 15,723 | $258.0 萬 | 0.07% | −16,887−51.8% | 減碼 |
| Bailard, Inc. | 15,757 | $258.5 萬 | 0.11% | −290−1.8% | 減碼 |
| Sandy Spring Bank | 15,764 | $258.6 萬 | 0.16% | −201−1.3% | 減碼 |
| Kempner Capital Management Inc. | 15,792 | $259.1 萬 | 1.71% | 00.0% | 不變 |
| Intact Investment Management Inc. | 15,800 | $259.3 萬 | 0.09% | 00.0% | 不變 |