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 |
|---|---|---|---|---|---|
| Ziegler Capital Management, LLC | 58,890 | $970.9 萬 | 0.43% | −2,665−4.3% | 減碼 |
| Bank of Nova Scotia | 57,354 | $941.0 萬 | 0.03% | −122,161−68.1% | 減碼 |
| D.A. Davidson & Co. | 56,879 | $933.5 萬 | 0.12% | +2,062+3.8% | 加碼 |
| Birmingham Capital Management Co Inc | 56,845 | $932.7 萬 | 4.13% | −1,250−2.2% | 減碼 |
| ING Groep NV | 56,729 | $930.8 萬 | 0.16% | −54,006−48.8% | 減碼 |
| Public Sector Pension Investment Board | 56,588 | $928.5 萬 | 0.08% | +5,284+10.3% | 加碼 |
| Swiss Life Asset Management Ltd | 56,495 | $926.9 萬 | 0.16% | −1,589−2.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 56,258 | $923.0 萬 | 0.16% | +3,124+5.9% | 加碼 |
| Baader Bank INC | 55,810 | $915.7 萬 | 0.79% | +55,810 | 新進 |
| Charter Trust Co | 55,671 | $913.5 萬 | 0.79% | −1,029−1.8% | 減碼 |
| Cornerstone Advisors, LLC | 55,000 | $902.4 萬 | 0.44% | +20,000+57.1% | 加碼 |
| GWM Advisors LLC | 54,764 | $898.6 萬 | 0.15% | +766+1.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 53,982 | $885.7 萬 | 0.17% | +1,044+2.0% | 加碼 |
| Whittier Trust Co | 53,916 | $884.6 萬 | 0.19% | −4,449−7.6% | 減碼 |
| Hartford Investment Management Co | 53,589 | $879.3 萬 | 0.29% | −225−0.4% | 減碼 |
| LaFleur & Godfrey LLC | 53,559 | $878.8 萬 | 1.57% | +431+0.8% | 加碼 |
| Richard C. Young & CO., LTD. | 53,090 | $871.1 萬 | 1.33% | +877+1.7% | 加碼 |
| British Columbia Investment Management Corp | 52,768 | $865.8 萬 | 0.10% | −9,445−15.2% | 減碼 |
| Dearborn Partners LLC | 51,261 | $841.1 萬 | 0.37% | +53+0.1% | 加碼 |
| CBOE Vest Financial, LLC | 50,832 | $834.0 萬 | 1.58% | +7,198+16.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 50,799 | $833.5 萬 | 1.16% | −240−0.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 50,729 | $832.4 萬 | 0.16% | +6,905+15.8% | 加碼 |
| Howe & Rusling Inc | 50,069 | $821.5 萬 | 1.09% | +932+1.9% | 加碼 |
| KBC Group NV | 50,048 | $821.2 萬 | 0.04% | −600−1.2% | 減碼 |
| Greenwood Gearhart Inc | 49,973 | $820.0 萬 | 1.30% | +2,234+4.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 49,970 | $819.9 萬 | 0.06% | −1,887−3.6% | 減碼 |
| Bogart Wealth, LLC | 49,873 | $818.3 萬 | 0.68% | +8,141+19.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 49,754 | $816.4 萬 | 0.10% | +49,754 | 新進 |
| Integrated Advisors Network LLC | 49,726 | $815.9 萬 | 0.55% | −2,152−4.1% | 減碼 |
| Great Lakes Advisors, LLC | 49,428 | $811.0 萬 | 0.18% | +5,853+13.4% | 加碼 |
| Central Trust Co | 47,467 | $778.8 萬 | 0.27% | +80.0% | 加碼 |
| Callahan Advisors, LLC | 46,691 | $766.1 萬 | 1.10% | +2,679+6.1% | 加碼 |
| Quilter Plc | 46,556 | $763.9 萬 | 0.27% | −400−0.9% | 減碼 |
| Davenport & Co LLC | 46,520 | $763.3 萬 | 0.07% | −781−1.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 46,458 | $762.2 萬 | 0.02% | −676−1.4% | 減碼 |
| Wharton Business Group, LLC | 46,401 | $761.3 萬 | 0.51% | +2,210+5.0% | 加碼 |
| Aquatic Capital Management LLC | 46,400 | $761.3 萬 | 0.74% | +35,900+341.9% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 46,296 | $759.6 萬 | 0.98% | −3,365−6.8% | 減碼 |
| Becker Capital Management Inc | 45,827 | $751.9 萬 | 0.39% | −1,221−2.6% | 減碼 |
| Mastrapasqua Asset Management Inc | 45,778 | $751.1 萬 | 1.09% | +1,360+3.1% | 加碼 |
| Jacobs & Co | 45,767 | $750.9 萬 | 1.08% | +1,594+3.6% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 45,749 | $750.6 萬 | 2.32% | −1,933−4.1% | 減碼 |
| Hantz Financial Services, Inc. | 45,268 | $742.8 萬 | 0.26% | +1,545+3.5% | 加碼 |
| Advisors Asset Management, Inc. | 45,002 | $738.4 萬 | 0.15% | −10,356−18.7% | 減碼 |
| American Assets Investment Management, LLC | 45,000 | $738.4 萬 | 0.96% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 44,890 | $736.6 萬 | 0.35% | −34−0.1% | 減碼 |
| Snowden Capital Advisors LLC | 44,757 | $734.3 萬 | 0.33% | +602+1.4% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 40,765 | $728.3 萬 | 0.61% | +36,479+851.1% | 加碼 |
| Scotia Capital Inc. | 44,158 | $724.5 萬 | 0.06% | −6,496−12.8% | 減碼 |
| Nikko Asset Management Americas, Inc. | 43,307 | $716.7 萬 | 0.09% | −279−0.6% | 減碼 |
| Allied Investment Advisors, LLC | 43,398 | $712.1 萬 | 2.66% | +2,028+4.9% | 加碼 |
| Culbertson A N & Co Inc | 43,393 | $711.9 萬 | 1.65% | −541−1.2% | 減碼 |
| Stockman Wealth Management, Inc. | 43,375 | $711.7 萬 | 1.93% | +42,125+3,370.0% | 加碼 |
| Securian Asset Management, Inc | 42,992 | $705.4 萬 | 0.21% | −254−0.6% | 減碼 |
| Westpac Banking Corp | 42,708 | $700.8 萬 | 0.11% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 41,849 | $686.7 萬 | 1.89% | +2,450+6.2% | 加碼 |
| PEAK6 Investments LLC | 41,786 | $685.7 萬 | 0.26% | −35,874−46.2% | 減碼 |
| LS Investment Advisors, LLC | 41,657 | $683.5 萬 | 1.39% | +2,915+7.5% | 加碼 |
| Kentucky Retirement Systems | 41,324 | $678.0 萬 | 0.29% | +1,738+4.4% | 加碼 |
| McRae Capital Management Inc | 41,292 | $677.5 萬 | 2.06% | −1,488−3.5% | 減碼 |
| Maryland State Retirement & Pension System | 41,095 | $674.3 萬 | 0.56% | 00.0% | 不變 |
| MUFG Americas Holdings Corp | 40,919 | $671.4 萬 | 0.17% | −1,331−3.2% | 減碼 |
| Saba Capital Management, L.P. | 40,919 | $671.4 萬 | 0.09% | +11,136+37.4% | 加碼 |
| Atwater Malick LLC | 40,797 | $669.4 萬 | 3.74% | +1,159+2.9% | 加碼 |
| Pittenger & Anderson Inc | 40,735 | $668.4 萬 | 0.40% | +1,725+4.4% | 加碼 |
| Capital Investment Advisors, LLC | 40,646 | $666.9 萬 | 0.23% | −269−0.7% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 40,641 | $666.8 萬 | 1.78% | +344+0.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 40,486 | $664.3 萬 | 0.09% | −1,330−3.2% | 減碼 |
| James Investment Research Inc | 40,350 | $662.1 萬 | 0.94% | −6,655−14.2% | 減碼 |
| Noesis Capital Mangement Corp | 40,207 | $659.7 萬 | 2.00% | −160.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 40,060 | $657.3 萬 | 0.25% | −2,180−5.2% | 減碼 |
| Prio Wealth Limited Partnership | 39,875 | $654.3 萬 | 0.28% | −782−1.9% | 減碼 |
| Guggenheim Capital LLC | 39,800 | $653.0 萬 | 0.06% | +10,289+34.9% | 加碼 |
| Wealthfront Advisers LLC | 39,140 | $642.2 萬 | 0.03% | +2,199+6.0% | 加碼 |
| First American Trust, FSB | 38,891 | $638.1 萬 | 1.07% | −9,810−20.1% | 減碼 |
| Dowling & Yahnke LLC | 38,721 | $635.3 萬 | 0.30% | −80.0% | 減碼 |
| Prospera Financial Services Inc | 38,671 | $634.9 萬 | 0.33% | +4,047+11.7% | 加碼 |
| Philadelphia Trust Co | 38,627 | $633.8 萬 | 0.72% | −7,993−17.1% | 減碼 |
| Cipher Capital LP | 38,261 | $627.8 萬 | 1.02% | +38,261 | 新進 |
| Caisse de Depot Et Placement du Quebec | 37,983 | $623.2 萬 | 0.02% | +17,083+81.7% | 加碼 |
| Silver Oak Securities, Inc | 22,766 | $621.5 萬 | 1.35% | −3,941−14.8% | 減碼 |
| Tufton Capital Management | 37,739 | $619.2 萬 | 1.49% | −18,220−32.6% | 減碼 |
| Churchill Management Corp | 37,647 | $617.7 萬 | 0.17% | −316−0.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 37,558 | $616.3 萬 | 0.36% | +13,949+59.1% | 加碼 |
| Panagora Asset Management Inc | 37,531 | $615.8 萬 | 0.04% | +2,028+5.7% | 加碼 |
| Whittier Trust Co of Nevada Inc | 37,192 | $610.3 萬 | 0.26% | +3,165+9.3% | 加碼 |
| Stamos Capital Partners, L.P. | 36,830 | $604.3 萬 | 1.54% | +21,630+142.3% | 加碼 |
| Atria Investments LLC | 36,512 | $599.1 萬 | 0.13% | −5,428−12.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 36,422 | $597.6 萬 | 0.15% | −5,368−12.8% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 36,333 | $596.2 萬 | 0.81% | +26+0.1% | 加碼 |
| Oak Harvest Investment Services | 36,052 | $591.5 萬 | 1.58% | +1,248+3.6% | 加碼 |
| Parsons Capital Management Inc | 35,821 | $587.8 萬 | 0.53% | +326+0.9% | 加碼 |
| Simmons Bank | 35,717 | $586.1 萬 | 0.55% | +2,027+6.0% | 加碼 |
| Synovus Financial Corp | 35,748 | $584.2 萬 | 0.07% | +731+2.1% | 加碼 |
| Fayez Sarofim & Co | 35,479 | $582.2 萬 | 0.02% | +691+2.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 35,030 | $574.8 萬 | 0.10% | +14,824+73.4% | 加碼 |
| Cetera Investment Advisers | 34,994 | $574.2 萬 | 0.11% | −16,484−32.0% | 減碼 |
| Cerity Partners LLC | 34,871 | $572.2 萬 | 0.07% | −898−2.5% | 減碼 |
| Salem Investment Counselors Inc | 34,605 | $567.8 萬 | 0.26% | −179−0.5% | 減碼 |
| Brookstone Capital Management | 31,591 | $567.1 萬 | 0.13% | −6,553−17.2% | 減碼 |