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 |
|---|---|---|---|---|---|
| Sippican Capital Advisors | 2,500 | $41.0 萬 | 0.43% | 00.0% | 不變 |
| Gibson Wealth Advisors LLC | 2,500 | $41.0 萬 | 0.47% | +2,500 | 新進 |
| BlueSky Wealth Advisors, LLC | 2,506 | $41.1 萬 | 0.10% | +516+25.9% | 加碼 |
| Vident Investment Advisory, LLC | 3,836 | $41.4 萬 | 0.01% | +245+6.8% | 加碼 |
| Seelaus Asset Management LLC | 2,526 | $41.4 萬 | 0.33% | +15+0.6% | 加碼 |
| Evergreen Capital Management LLC | 2,521 | $41.4 萬 | 0.02% | +271+12.0% | 加碼 |
| Platform Technology Partners | 2,542 | $41.7 萬 | 0.24% | −236−8.5% | 減碼 |
| Concord Wealth Partners | 2,550 | $41.8 萬 | 0.13% | −22−0.9% | 減碼 |
| Bill Few Associates, Inc. | 2,554 | $41.9 萬 | 0.28% | −10.0% | 減碼 |
| W Advisors, LLC | 2,548 | $41.9 萬 | 0.39% | −3−0.1% | 減碼 |
| Mason Investment Advisory Services, Inc. | 2,556 | $41.9 萬 | 0.05% | −364−12.5% | 減碼 |
| Heritage Wealth Advisors | 2,556 | $41.9 萬 | 0.03% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 1,837 | $42.0 萬 | 0.03% | +371+25.3% | 加碼 |
| Kore Private Wealth LLC | 2,586 | $42.4 萬 | 0.08% | −87−3.3% | 減碼 |
| Security National Bank | 2,582 | $42.4 萬 | 0.12% | −15−0.6% | 減碼 |
| Red Door Wealth Management, LLC | 2,585 | $42.4 萬 | 0.16% | +2,585 | 新進 |
| Castleark Management LLC | 2,590 | $42.5 萬 | 0.02% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 2,385 | $42.6 萬 | 0.10% | 00.0% | 不變 |
| Windsor Capital Management, LLC | 2,602 | $42.7 萬 | 0.16% | 00.0% | 不變 |
| Perpetual Investment Management Ltd | 2,600 | $42.7 萬 | 0.06% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 2,604 | $42.7 萬 | 0.20% | +10.0% | 加碼 |
| Peoples Financial Services Corp. | 2,603 | $42.7 萬 | 0.22% | +766+41.7% | 加碼 |
| CVA Family Office, LLC | 2,615 | $42.9 萬 | 0.12% | +1,435+121.6% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,622 | $43.0 萬 | 0.52% | 00.0% | 不變 |
| Beck Bode, LLC | 2,630 | $43.2 萬 | 0.09% | +365+16.1% | 加碼 |
| PrairieView Partners, LLC | 2,641 | $43.3 萬 | 0.07% | 00.0% | 不變 |
| Mendel Money Management | 2,637 | $43.3 萬 | 0.27% | 00.0% | 不變 |
| Bordeaux Wealth Advisors LLC | 2,644 | $43.4 萬 | 0.27% | +134+5.3% | 加碼 |
| Saxon Interests, Inc. | 2,435 | $43.4 萬 | 0.26% | −75−3.0% | 減碼 |
| Opes Wealth Management LLC | 2,666 | $43.7 萬 | 0.17% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,664 | $43.7 萬 | 0.04% | +53+2.0% | 加碼 |
| Zeke Capital Advisors, LLC | 2,670 | $43.8 萬 | 0.03% | −41−1.5% | 減碼 |
| LCNB Corp | 2,667 | $43.8 萬 | 0.24% | 00.0% | 不變 |
| Carret Asset Management, LLC | 2,668 | $43.8 萬 | 0.07% | +125+4.9% | 加碼 |
| Jones Financial Companies LLLP | 2,669 | $43.8 萬 | 0.00% | +277+11.6% | 加碼 |
| TD Ameritrade Investment Management, LLC | 2,690 | $44.1 萬 | 0.00% | −674−20.0% | 減碼 |
| Trexquant Investment LP | 2,694 | $44.2 萬 | 0.02% | −3,054−53.1% | 減碼 |
| Capstone Financial Advisors, Inc. | 2,695 | $44.2 萬 | 0.04% | −404−13.0% | 減碼 |
| Stonebridge Capital Advisors LLC | 2,699 | $44.3 萬 | 0.06% | −677−20.1% | 減碼 |
| Aspiriant, LLC | 2,702 | $44.3 萬 | 0.02% | +31+1.2% | 加碼 |
| Cape Cod Five Cents Savings Bank | 2,715 | $44.6 萬 | 0.05% | −100−3.6% | 減碼 |
| First National Bank of Hutchinson | 2,718 | $44.6 萬 | 0.36% | +216+8.6% | 加碼 |
| MONECO Advisors, LLC | 2,725 | $44.7 萬 | 0.18% | −31−1.1% | 減碼 |
| Key Financial Inc | 2,725 | $44.7 萬 | 0.21% | +2,100+336.0% | 加碼 |
| IFG Advisory, LLC | 2,734 | $44.8 萬 | 0.04% | +92+3.5% | 加碼 |
| Mechanics Bank Trust Department | 2,737 | $44.9 萬 | 0.08% | −85−3.0% | 減碼 |
| Northstar Group, Inc. | 2,731 | $44.9 萬 | 0.13% | +50+1.9% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,746 | $45.1 萬 | 0.01% | +10+0.4% | 加碼 |
| Bartlett & Co. LLC | 2,746 | $45.1 萬 | 0.01% | +10+0.4% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 2,755 | $45.2 萬 | 0.52% | −185−6.3% | 減碼 |
| Intrust Bank NA | 2,757 | $45.2 萬 | 0.07% | −121−4.2% | 減碼 |
| Benin Management CORP | 2,756 | $45.2 萬 | 0.19% | 00.0% | 不變 |
| Landaas & Co | 2,754 | $45.2 萬 | 0.29% | +3+0.1% | 加碼 |
| Capital Advisors Inc | 2,538 | $45.2 萬 | 0.01% | +356+16.3% | 加碼 |
| Girard Partners Ltd. | 2,765 | $45.3 萬 | 0.06% | −94−3.3% | 減碼 |
| Manchester Capital Management LLC | 2,758 | $45.3 萬 | 0.08% | +21+0.8% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 2,774 | $45.5 萬 | 0.08% | 00.0% | 不變 |
| 626 Financial, LLC | 2,778 | $45.6 萬 | 0.37% | −77−2.7% | 減碼 |
| Foundations Investment Advisors, LLC | 2,782 | $45.6 萬 | 0.02% | −144−4.9% | 減碼 |
| Fernwood Investment Management, LLC | 2,797 | $45.9 萬 | 0.19% | −700−20.0% | 減碼 |
| Nicolet Bankshares Inc | 2,800 | $45.9 萬 | 0.13% | −200−6.7% | 減碼 |
| Peavine Capital, LLC | 2,800 | $45.9 萬 | 0.11% | 00.0% | 不變 |
| Ballast, Inc. | 2,808 | $46.0 萬 | 0.22% | −525−15.8% | 減碼 |
| Accurate Wealth Management, LLC | 2,560 | $46.0 萬 | 0.19% | −330−11.4% | 減碼 |
| WCG Wealth Advisors LLC | 2,518 | $46.0 萬 | 0.06% | −213−7.8% | 減碼 |
| Toth Financial Advisory Corp | 2,810 | $46.1 萬 | 0.08% | +35+1.3% | 加碼 |
| Hexagon Capital Partners LLC | 2,810 | $46.1 萬 | 0.14% | +394+16.3% | 加碼 |
| Ossiam | 2,815 | $46.2 萬 | 0.01% | −51,242−94.8% | 減碼 |
| Alpha Paradigm Partners, LLC | 2,816 | $46.2 萬 | 0.20% | +2,593+1,162.8% | 加碼 |
| Abacus Planning Group, Inc. | 2,822 | $46.3 萬 | 0.14% | −235−7.7% | 減碼 |
| Well Done, LLC | 2,831 | $46.5 萬 | 0.11% | +21+0.7% | 加碼 |
| VeraBank, N.A. | 2,835 | $46.6 萬 | 0.29% | 00.0% | 不變 |
| HCR Wealth Advisors | 2,847 | $46.7 萬 | 0.10% | 00.0% | 不變 |
| Mather Group, LLC. | 2,845 | $46.7 萬 | 0.01% | +202+7.6% | 加碼 |
| MPS Loria Financial Planners, LLC | 2,850 | $46.8 萬 | 0.18% | +35+1.2% | 加碼 |
| Jackson Wealth Management, LLC | 2,853 | $46.8 萬 | 0.09% | +2,853 | 新進 |
| Wealthspan Partners, LLC | 2,857 | $46.9 萬 | 0.49% | 00.0% | 不變 |
| Tobam | 2,862 | $47.0 萬 | 0.03% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 2,215 | $47.1 萬 | 0.04% | +3+0.1% | 加碼 |
| Bedel Financial Consulting, Inc. | 2,061 | $47.1 萬 | 0.12% | +511+33.0% | 加碼 |
| Raleigh Capital Management Inc. | 2,882 | $47.3 萬 | 0.28% | +238+9.0% | 加碼 |
| Lion Street Advisors, LLC | 2,924 | $47.5 萬 | 0.24% | −5−0.2% | 減碼 |
| Tiemann Investment Advisors, LLC | 2,900 | $47.6 萬 | 0.31% | −3,223−52.6% | 減碼 |
| E&G Advisors, LP | 2,900 | $47.6 萬 | 0.18% | −500−14.7% | 減碼 |
| GeoWealth Management, LLC | 2,903 | $47.6 萬 | 0.05% | −100−3.3% | 減碼 |
| Balentine LLC | 2,924 | $48.0 萬 | 0.02% | −542−15.6% | 減碼 |
| Perigon Wealth Management, LLC | 2,931 | $48.1 萬 | 0.04% | −212−6.7% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 2,944 | $48.3 萬 | 0.15% | +8+0.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,951 | $48.4 萬 | 0.06% | −385−11.5% | 減碼 |
| Harfst & Associates, Inc. | 2,954 | $48.5 萬 | 0.15% | −2,015−40.6% | 減碼 |
| CNB Bank | 2,957 | $48.5 萬 | 0.33% | −291−9.0% | 減碼 |
| Somerville Kurt F | 2,965 | $48.6 萬 | 0.10% | 00.0% | 不變 |
| Vise Technologies, Inc. | 2,968 | $48.7 萬 | 0.18% | +1,080+57.2% | 加碼 |
| CWA Asset Management Group, LLC | 2,976 | $48.8 萬 | 0.05% | +33+1.1% | 加碼 |
| Graham Capital Management, L.P. | 2,981 | $48.9 萬 | 0.02% | +2,981 | 新進 |
| CMG Global Holdings, LLC | 2,992 | $49.1 萬 | 0.53% | +20+0.7% | 加碼 |
| Edgestream Partners, L.P. | 2,997 | $49.2 萬 | 0.04% | −218−6.8% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $49.2 萬 | 0.21% | 00.0% | 不變 |
| Chicago Trust Co NA | 2,998 | $49.2 萬 | 0.13% | −2−0.1% | 減碼 |
| Inverness Counsel LLC | 3,002 | $49.3 萬 | 0.03% | +3,002 | 新進 |