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 4,069 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 | 4,069 | $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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 1,036 | $17.0 萬 | 0.06% | +936+936.0% | 加碼 |
| Paloma Partners Management Co | 1,044 | $17.1 萬 | 0.03% | −1,510−59.1% | 減碼 |
| Quent Capital, LLC | 1,050 | $17.2 萬 | 0.04% | +150+16.7% | 加碼 |
| Riverview Trust Co | 1,067 | $17.5 萬 | 0.17% | −49−4.4% | 減碼 |
| Silvant Capital Management LLC | 1,076 | $17.7 萬 | 0.01% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 1,076 | $17.7 萬 | 0.00% | +227+26.7% | 加碼 |
| Miller Wealth Advisors, LLC | 1,000 | $17.9 萬 | 0.15% | 00.0% | 不變 |
| GoalVest Advisory LLC | 1,095 | $18.0 萬 | 0.13% | −4,204−79.3% | 減碼 |
| Institutional & Family Asset Management, LLC | 1,101 | $18.1 萬 | 0.03% | +6+0.5% | 加碼 |
| Aua Capital Management, LLC | 1,133 | $18.6 萬 | 0.12% | −737−39.4% | 減碼 |
| Oakworth Capital, Inc. | 1,153 | $18.9 萬 | 0.02% | +18+1.6% | 加碼 |
| QVR LLC | 1,203 | $19.7 萬 | 0.18% | −585−32.7% | 減碼 |
| New England Asset Management Inc | 1,221 | $20.0 萬 | 0.00% | +1,221 | 新進 |
| Eclectic Associates Inc | 1,226 | $20.1 萬 | 0.13% | 00.0% | 不變 |
| Resource Consulting Group Inc | 1,223 | $20.1 萬 | 0.06% | 00.0% | 不變 |
| Basepoint Wealth LLC | 1,228 | $20.2 萬 | 0.22% | +37+3.1% | 加碼 |
| Birchcreek Wealth Management, LLC | 1,232 | $20.2 萬 | 0.19% | −59−4.6% | 減碼 |
| Stelac Advisory Services LLC | 1,230 | $20.2 萬 | 0.09% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 1,232 | $20.2 萬 | 0.04% | +1,127+1,073.3% | 加碼 |
| Beacon Financial Advisory LLC | 1,237 | $20.3 萬 | 0.14% | −284−18.7% | 減碼 |
| BSW Wealth Partners | 1,239 | $20.3 萬 | 0.05% | −48−3.7% | 減碼 |
| Cordatus Wealth Management LLC | 1,235 | $20.3 萬 | 0.21% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 1,235 | $20.3 萬 | 0.18% | +2+0.2% | 加碼 |
| Diversified, LLC | 1,235 | $20.3 萬 | 0.10% | +1,235 | 新進 |
| Martin Capital Advisors, LLP | 1,245 | $20.4 萬 | 0.30% | −1,600−56.2% | 減碼 |
| Calamos Wealth Management LLC | 1,244 | $20.4 萬 | 0.02% | +1,244 | 新進 |
| Oliver Luxxe Assets LLC | 1,250 | $20.5 萬 | 0.06% | −28−2.2% | 減碼 |
| Cornerstone Advisory, LLC | 1,258 | $20.7 萬 | 0.05% | +3+0.2% | 加碼 |
| Selective Wealth Management, Inc. | 1,259 | $20.7 萬 | 0.09% | +9+0.7% | 加碼 |
| Avestar Capital, LLC | 1,269 | $20.8 萬 | 0.06% | −742−36.9% | 減碼 |
| Northern Oak Wealth Management Inc | 1,270 | $20.8 萬 | 0.03% | −194−13.3% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 1,267 | $20.8 萬 | 0.03% | +1+0.1% | 加碼 |
| Lumature Wealth Partners, LLC | 1,266 | $20.8 萬 | 0.11% | +72+6.0% | 加碼 |
| Dentgroup LLC | 1,157 | $20.8 萬 | 0.21% | +1,157 | 新進 |
| Ascent Group, LLC | 960 | $20.8 萬 | 0.03% | +960 | 新進 |
| Eudaimonia Advisors LLC | 1,274 | $20.9 萬 | 0.15% | −76−5.6% | 減碼 |
| Grimes & Company, Inc. | 1,274 | $20.9 萬 | 0.01% | −17−1.3% | 減碼 |
| Warren Street Wealth Advisors, LLC | 1,276 | $20.9 萬 | 0.21% | +99+8.4% | 加碼 |
| Gilman Hill Asset Management, LLC | 1,280 | $21.0 萬 | 0.05% | +1,280 | 新進 |
| Balboa Wealth Partners | 1,281 | $21.0 萬 | 0.09% | +1,281 | 新進 |
| Benedict Financial Advisors Inc | 1,286 | $21.1 萬 | 0.07% | −414−24.4% | 減碼 |
| Monterey Private Wealth, Inc. | 1,273 | $21.1 萬 | 0.13% | −126−9.0% | 減碼 |
| Herold Advisors, Inc. | 1,288 | $21.1 萬 | 0.10% | +1+0.1% | 加碼 |
| Chesley Taft & Associates LLC | 1,295 | $21.2 萬 | 0.02% | +70+5.7% | 加碼 |
| Northwest Bancshares, Inc. | 1,300 | $21.3 萬 | 0.05% | −752−36.6% | 減碼 |
| Marotta Asset Management | 1,303 | $21.4 萬 | 0.06% | −34−2.5% | 減碼 |
| Means Investment Co., Inc. | 1,304 | $21.4 萬 | 0.05% | +17+1.3% | 加碼 |
| Sepio Capital, LP | 1,305 | $21.4 萬 | 0.02% | +37+2.9% | 加碼 |
| Lake Street Financial LLC | 1,311 | $21.5 萬 | 0.05% | −400−23.4% | 減碼 |
| Beaumont Financial Partners, LLC | 1,311 | $21.5 萬 | 0.02% | +53+4.2% | 加碼 |
| Westshore Wealth, LLC | 1,310 | $21.5 萬 | 0.15% | +176+15.5% | 加碼 |
| SJS Investment Consulting Inc. | 1,312 | $21.5 萬 | 0.07% | +1,312 | 新進 |
| Bangor Savings Bank | 1,317 | $21.6 萬 | 0.02% | −14−1.1% | 減碼 |
| Monarch Capital Management Inc | 1,317 | $21.6 萬 | 0.07% | 00.0% | 不變 |
| Indie Asset Partners, LLC | 1,320 | $21.7 萬 | 0.22% | 00.0% | 不變 |
| Hall Laurie J Trustee | 1,330 | $21.8 萬 | 0.11% | 00.0% | 不變 |
| Next Level Private LLC | 1,220 | $21.8 萬 | 0.19% | +1,220 | 新進 |
| ProVise Management Group, LLC | 1,333 | $21.9 萬 | 0.02% | −132−9.0% | 減碼 |
| Jag Capital Management, LLC | 1,337 | $21.9 萬 | 0.03% | −50−3.6% | 減碼 |
| Barr E S & Co | 1,338 | $22.0 萬 | 0.02% | −47−3.4% | 減碼 |
| Coyle Financial Counsel LLC | 1,340 | $22.0 萬 | 0.15% | 00.0% | 不變 |
| YorkBridge Wealth Partners, LLC | 1,341 | $22.0 萬 | 0.06% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 1,348 | $22.1 萬 | 0.09% | −77−5.4% | 減碼 |
| Winslow Asset Management Inc | 1,345 | $22.1 萬 | 0.06% | 00.0% | 不變 |
| Guardian Wealth Management, Inc. | 1,347 | $22.1 萬 | 0.25% | +7+0.5% | 加碼 |
| MUFG Securities EMEA plc | 1,344 | $22.1 萬 | 0.00% | +370+38.0% | 加碼 |
| Enterprise Financial Services Corp | 1,354 | $22.2 萬 | 0.17% | −10−0.7% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 1,364 | $22.3 萬 | 0.09% | +138+11.3% | 加碼 |
| Nadler Financial Group, Inc. | 1,365 | $22.4 萬 | 0.04% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 1,267 | $22.5 萬 | 0.05% | +1,267 | 新進 |
| Blankinship & Foster, LLC | 1,377 | $22.6 萬 | 0.11% | 00.0% | 不變 |
| apricus wealth, LLC | 1,375 | $22.6 萬 | 0.22% | 00.0% | 不變 |
| Premier Asset Management LLC | 1,375 | $22.6 萬 | 0.23% | +1,375 | 新進 |
| L.M. Kohn & Company | 1,379 | $22.7 萬 | 0.11% | −179−11.5% | 減碼 |
| Alesco Advisors LLC | 1,384 | $22.7 萬 | 0.01% | +1,384 | 新進 |
| Financial Partners Group, Inc | 1,388 | $22.8 萬 | 0.06% | −54−3.7% | 減碼 |
| Cortland Associates Inc | 1,387 | $22.8 萬 | 0.04% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 1,388 | $22.8 萬 | 0.01% | +17+1.2% | 加碼 |
| Compass Financial Advisors LLC | 1,398 | $22.9 萬 | 0.34% | +51+3.8% | 加碼 |
| First National Corp | 1,401 | $23.0 萬 | 0.06% | −9−0.6% | 減碼 |
| New Jersey Better Educational Savings Trust | 1,400 | $23.0 萬 | 0.77% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 1,400 | $23.0 萬 | 0.05% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 1,400 | $23.0 萬 | 0.06% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,400 | $23.0 萬 | 0.14% | +1,400 | 新進 |
| Frisch Financial Group, Inc. | 1,406 | $23.1 萬 | 0.10% | +8+0.6% | 加碼 |
| Regatta Capital Group, LLC | 1,295 | $23.1 萬 | 0.09% | 00.0% | 不變 |
| LVW Advisors, LLC | 1,416 | $23.2 萬 | 0.05% | +73+5.4% | 加碼 |
| WestHill Financial Advisors, Inc. | 1,411 | $23.2 萬 | 0.08% | +72+5.4% | 加碼 |
| Abacus Wealth Partners, LLC | 1,416 | $23.2 萬 | 0.12% | −171−10.8% | 減碼 |
| Asset Management Corp | 1,421 | $23.3 萬 | 0.19% | +6+0.4% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 1,422 | $23.3 萬 | 0.02% | +145+11.4% | 加碼 |
| PFS Investments Inc. | 1,420 | $23.3 萬 | 0.01% | +159+12.6% | 加碼 |
| Acima Private Wealth, LLC | 1,421 | $23.3 萬 | 0.12% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 1,308 | $23.4 萬 | 0.27% | 00.0% | 不變 |
| TFG Advisers LLC | 1,426 | $23.4 萬 | 0.13% | +14+1.0% | 加碼 |
| Rosenberg Matthew Hamilton | 1,425 | $23.4 萬 | 0.09% | +63+4.6% | 加碼 |
| Buck Wealth Strategies, LLC | 858 | $23.4 萬 | 0.11% | +858 | 新進 |
| One Capital Management, LLC | 1,433 | $23.5 萬 | 0.01% | −364−20.3% | 減碼 |
| Glassman Wealth Services | 1,435 | $23.5 萬 | 0.05% | −275−16.1% | 減碼 |
| Zullo Investment Group, Inc. | 1,430 | $23.5 萬 | 0.15% | +100+7.5% | 加碼 |