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 |
|---|---|---|---|---|---|
| Delta Investment Management, LLC | 3,630 | $59.6 萬 | 0.26% | −3−0.1% | 減碼 |
| Circle Wealth Management, LLC | 3,646 | $59.8 萬 | 0.10% | −55−1.5% | 減碼 |
| Stiles Financial Services Inc | 3,665 | $60.1 萬 | 0.37% | −54−1.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,666 | $60.2 萬 | 0.06% | −337−8.4% | 減碼 |
| GPS Wealth Strategies Group, LLC | 3,670 | $60.2 萬 | 0.15% | +182+5.2% | 加碼 |
| Woodstock Corp | 3,675 | $60.3 萬 | 0.09% | +350+10.5% | 加碼 |
| Hudson Valley Investment Advisors Inc | 3,681 | $60.4 萬 | 0.10% | −175−4.5% | 減碼 |
| Aire Advisors, LLC | 3,687 | $60.5 萬 | 0.21% | −93−2.5% | 減碼 |
| Sentry Investment Management LLC | 3,695 | $60.6 萬 | 0.29% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 3,700 | $60.7 萬 | 0.22% | 00.0% | 不變 |
| Founders Financial Securities LLC | 3,697 | $60.7 萬 | 0.11% | +611+19.8% | 加碼 |
| Crawford Investment Counsel Inc | 3,707 | $60.8 萬 | 0.01% | −11−0.3% | 減碼 |
| Curated Wealth Partners LLC | 3,721 | $60.9 萬 | 0.18% | +62+1.7% | 加碼 |
| Montecito Bank & Trust | 3,734 | $61.3 萬 | 0.16% | −42−1.1% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 3,745 | $61.4 萬 | 0.86% | +108+3.0% | 加碼 |
| Warren Averett Asset Management, LLC | 3,758 | $61.7 萬 | 0.04% | +451+13.6% | 加碼 |
| Strategic Blueprint, LLC | 3,818 | $62.6 萬 | 0.08% | +156+4.3% | 加碼 |
| Xcel Wealth Management, LLC | 3,835 | $62.9 萬 | 0.23% | 00.0% | 不變 |
| CRA Financial Services, LLC | 3,832 | $62.9 萬 | 0.23% | 00.0% | 不變 |
| Courier Capital LLC | 3,839 | $63.0 萬 | 0.08% | +28+0.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,847 | $63.1 萬 | 0.04% | +40+1.1% | 加碼 |
| Lindbrook Capital, LLC | 3,859 | $63.3 萬 | 0.11% | −49−1.3% | 減碼 |
| ZWJ Investment Counsel Inc | 3,861 | $63.3 萬 | 0.04% | 00.0% | 不變 |
| SNS Financial Group, LLC | 3,862 | $63.4 萬 | 0.09% | −3−0.1% | 減碼 |
| Lantz Financial LLC | 3,879 | $63.6 萬 | 0.33% | +10.0% | 加碼 |
| Ancora Advisors, LLC | 3,875 | $63.6 萬 | 0.02% | +91+2.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,876 | $63.6 萬 | 0.12% | +663+20.6% | 加碼 |
| Sawtooth Solutions, LLC | 3,903 | $64.0 萬 | 0.09% | +243+6.6% | 加碼 |
| Gradient Investments LLC | 3,908 | $64.1 萬 | 0.02% | −53−1.3% | 減碼 |
| Field & Main Bank | 3,918 | $64.3 萬 | 0.43% | −95−2.4% | 減碼 |
| Indiana Trust & Investment Management CO | 3,916 | $64.3 萬 | 0.39% | +438+12.6% | 加碼 |
| Norwood Financial Corp | 3,930 | $64.4 萬 | 1.14% | 00.0% | 不變 |
| Aspen Investment Management Inc | 3,927 | $64.4 萬 | 0.43% | 00.0% | 不變 |
| Farmers National Bank | 3,928 | $64.5 萬 | 0.26% | −281−6.7% | 減碼 |
| Total Clarity Wealth Management, Inc. | 3,930 | $64.5 萬 | 0.40% | −7−0.2% | 減碼 |
| Morse Asset Management, Inc | 3,944 | $64.7 萬 | 0.24% | +175+4.6% | 加碼 |
| Patten & Patten Inc | 3,949 | $64.8 萬 | 0.06% | +2+0.1% | 加碼 |
| Texas Capital Bancshares Inc | 3,948 | $64.8 萬 | 0.52% | 00.0% | 不變 |
| Garrett Investment Advisors LLC | 3,951 | $64.8 萬 | 0.16% | +1,155+41.3% | 加碼 |
| Insight Advisors, LLC | 3,977 | $65.2 萬 | 0.26% | −10−0.3% | 減碼 |
| Cim Investment Mangement Inc | 3,976 | $65.2 萬 | 0.29% | 00.0% | 不變 |
| Werlinich Asset Management, LLC | 3,975 | $65.2 萬 | 0.67% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 3,981 | $65.3 萬 | 0.15% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 3,664 | $65.5 萬 | 0.56% | +329+9.9% | 加碼 |
| Navellier & Associates Inc | 4,000 | $65.6 萬 | 0.15% | −200−4.8% | 減碼 |
| Saybrook Capital | 4,000 | $65.6 萬 | 0.23% | 00.0% | 不變 |
| Montis Financial, LLC | 4,003 | $65.7 萬 | 0.63% | −8−0.2% | 減碼 |
| Rockland Trust Co | 4,023 | $66.0 萬 | 0.05% | −81−2.0% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 4,020 | $66.0 萬 | 0.57% | 00.0% | 不變 |
| Puzo Michael J | 4,025 | $66.1 萬 | 0.25% | 00.0% | 不變 |
| Washington Trust Co | 4,041 | $66.3 萬 | 0.03% | −10.0% | 減碼 |
| Telos Capital Management, Inc. | 4,040 | $66.3 萬 | 0.11% | +42+1.1% | 加碼 |
| Argent Advisors, Inc. | 4,039 | $66.3 萬 | 0.39% | +100+2.5% | 加碼 |
| Nwam LLC | 4,044 | $66.3 萬 | 0.06% | +367+10.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 4,047 | $66.4 萬 | 0.11% | −23−0.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,046 | $66.4 萬 | 0.15% | −8−0.2% | 減碼 |
| LexAurum Advisors, LLC | 4,053 | $66.5 萬 | 0.26% | −378−8.5% | 減碼 |
| Trustmark National Bank Trust Department | 4,058 | $66.6 萬 | 0.06% | −540−11.7% | 減碼 |
| Dana Investment Advisors, Inc. | 4,058 | $66.6 萬 | 0.04% | −87−2.1% | 減碼 |
| DMG Group, LLC | 3,890 | $66.6 萬 | 0.80% | +34+0.9% | 加碼 |
| Woodward Diversified Capital, LLC | 4,068 | $66.8 萬 | 0.55% | −245−5.7% | 減碼 |
| Menard Financial Group LLC | 4,082 | $67.0 萬 | 1.21% | +313+8.3% | 加碼 |
| Fairview Capital Investment Management, LLC | 4,112 | $67.4 萬 | 0.05% | 00.0% | 不變 |
| Cypress Capital Group | 4,135 | $67.8 萬 | 0.11% | −285−6.4% | 減碼 |
| Chicago Capital, LLC | 4,135 | $67.8 萬 | 0.04% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 4,139 | $67.9 萬 | 0.55% | +72+1.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 4,150 | $68.1 萬 | 0.09% | −1,571−27.5% | 減碼 |
| Journey Advisory Group, LLC | 4,166 | $68.4 萬 | 0.17% | −40−1.0% | 減碼 |
| Advisory Alpha, LLC | 4,168 | $68.4 萬 | 0.05% | +762+22.4% | 加碼 |
| Southeast Asset Advisors Inc. | 4,179 | $68.6 萬 | 0.12% | −15−0.4% | 減碼 |
| Penobscot Wealth Management | 4,182 | $68.6 萬 | 0.66% | +247+6.3% | 加碼 |
| Providence First Trust Co | 4,189 | $68.7 萬 | 0.42% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 4,202 | $69.0 萬 | 0.54% | −971−18.8% | 減碼 |
| Roman Butler Fullerton & Co | 3,837 | $69.0 萬 | 0.44% | +6+0.2% | 加碼 |
| Confluence Wealth Services, Inc. | 4,215 | $69.1 萬 | 0.29% | −3,112−42.5% | 減碼 |
| Birch Hill Investment Advisors LLC | 4,214 | $69.1 萬 | 0.05% | 00.0% | 不變 |
| Federated Hermes, Inc. | 4,207 | $69.1 萬 | 0.00% | +579+16.0% | 加碼 |
| West Oak Capital, LLC | 4,215 | $69.2 萬 | 0.38% | 00.0% | 不變 |
| Harbour Investments, Inc. | 3,880 | $69.4 萬 | 0.05% | 00.0% | 不變 |
| Flputnam Investment Management Co | 4,242 | $69.6 萬 | 0.03% | −1,459−25.6% | 減碼 |
| Capital Wealth Planning, LLC | 4,250 | $69.7 萬 | 0.01% | −2,820−39.9% | 減碼 |
| Maven Securities LTD | 4,250 | $69.7 萬 | 0.03% | −958−18.4% | 減碼 |
| Birinyi Associates Inc | 4,250 | $69.7 萬 | 0.33% | 00.0% | 不變 |
| RMB Capital Management, LLC | 4,258 | $69.9 萬 | 0.03% | +104+2.5% | 加碼 |
| Solstein Capital, LLC | 4,269 | $70.0 萬 | 0.62% | 00.0% | 不變 |
| Summit Financial Group Inc | 4,271 | $70.1 萬 | 0.29% | −396−8.5% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 4,292 | $70.4 萬 | 0.23% | +22+0.5% | 加碼 |
| Belpointe Asset Management LLC | 4,290 | $70.5 萬 | 0.05% | −42−1.0% | 減碼 |
| RS Crum Inc. | 4,305 | $70.6 萬 | 0.37% | 00.0% | 不變 |
| Sit Investment Associates Inc | 4,300 | $70.6 萬 | 0.02% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 4,325 | $70.9 萬 | 0.07% | −491−10.2% | 減碼 |
| Bahl & Gaynor Inc | 4,333 | $71.1 萬 | 0.00% | −2,910−40.2% | 減碼 |
| Burke & Herbert Bank & Trust Co | 4,348 | $71.3 萬 | 0.59% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 4,194 | $71.3 萬 | 0.20% | +10.0% | 加碼 |
| Acorn Wealth Advisors, LLC | 4,354 | $71.4 萬 | 0.59% | +2,014+86.1% | 加碼 |
| Seeyond | 4,360 | $71.5 萬 | 0.09% | −238−5.2% | 減碼 |
| Orleans Capital Management Corp | 4,365 | $71.6 萬 | 0.60% | −220−4.8% | 減碼 |
| High Net Worth Advisory Group LLC | 4,372 | $71.7 萬 | 0.31% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 4,373 | $71.7 萬 | 0.03% | +188+4.5% | 加碼 |
| XML Financial, LLC | 4,374 | $71.8 萬 | 0.10% | +869+24.8% | 加碼 |