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 |
|---|---|---|---|---|---|
| Bokf, NA | 34,412 | $564.7 萬 | 0.11% | −8,170−19.2% | 減碼 |
| SG Americas Securities, LLC | 34,232 | $561.7 萬 | 0.09% | −25,666−42.8% | 減碼 |
| Shelter Mutual Insurance Co | 34,200 | $561.2 萬 | 1.82% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 33,800 | $554.6 萬 | 0.16% | 00.0% | 不變 |
| Anderson Hoagland & Co | 33,628 | $551.8 萬 | 0.88% | +280+0.8% | 加碼 |
| Welch Group, LLC | 33,036 | $542.1 萬 | 0.35% | +885+2.8% | 加碼 |
| Banque Cantonale Vaudoise | 32,427 | $531.9 萬 | 0.30% | +2,178+7.2% | 加碼 |
| Simplex Trading, LLC | 32,345 | $530.7 萬 | 0.21% | +32,345 | 新進 |
| FORA Capital, LLC | 32,004 | $525.1 萬 | 1.01% | +32,004 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,110 | $524.6 萬 | 0.01% | −17,944−35.8% | 減碼 |
| CIBC World Markets Corp | 31,888 | $523.2 萬 | 0.07% | −12,601−28.3% | 減碼 |
| Andra AP-fonden | 31,700 | $520.1 萬 | 0.17% | +3,600+12.8% | 加碼 |
| Sigma Planning Corp | 31,681 | $519.8 萬 | 0.20% | −946−2.9% | 減碼 |
| Advisory Services Network, LLC | 31,540 | $517.4 萬 | 0.18% | −1,232−3.8% | 減碼 |
| Dodge & Cox | 31,437 | $515.8 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 31,430 | $515.7 萬 | 0.24% | −697−2.2% | 減碼 |
| Cullinan Associates Inc | 31,398 | $515.2 萬 | 0.33% | +1,491+5.0% | 加碼 |
| Cetera Advisors LLC | 31,235 | $512.5 萬 | 0.14% | +7,721+32.8% | 加碼 |
| Segall Bryant & Hamill, LLC | 30,914 | $506.1 萬 | 0.06% | +831+2.8% | 加碼 |
| Cannell Peter B & Co Inc | 30,682 | $503.4 萬 | 0.19% | 00.0% | 不變 |
| Consolidated Capital Management, LLC | 29,830 | $489.4 萬 | 3.07% | −1,161−3.7% | 減碼 |
| Kanawha Capital Management LLC | 29,749 | $488.1 萬 | 0.53% | −79−0.3% | 減碼 |
| Consolidated Planning Corp | 29,701 | $487.3 萬 | 1.52% | +738+2.5% | 加碼 |
| Viking Fund Management LLC | 29,500 | $484.0 萬 | 1.14% | +12,000+68.6% | 加碼 |
| First Financial Bank - Trust Division | 29,385 | $482.2 萬 | 0.59% | +772+2.7% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 29,357 | $481.7 萬 | 0.49% | +2,890+10.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 29,276 | $480.4 萬 | 0.28% | +516+1.8% | 加碼 |
| Gluskin Sheff & Assoc Inc | 29,139 | $478.1 萬 | 0.29% | +542+1.9% | 加碼 |
| German American Bancorp, Inc. | 28,927 | $474.6 萬 | 0.82% | +10,478+56.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 28,806 | $472.6 萬 | 0.06% | +784+2.8% | 加碼 |
| Regentatlantic Capital LLC | 28,759 | $471.9 萬 | 0.14% | −191−0.7% | 減碼 |
| Balyasny Asset Management LLC | 28,676 | $470.5 萬 | 0.02% | +28,676 | 新進 |
| Eagle Global Advisors LLC | 28,670 | $470.4 萬 | 0.35% | −667−2.3% | 減碼 |
| Kinneret Advisory, LLC | 28,333 | $464.9 萬 | 0.65% | 00.0% | 不變 |
| Burney Co | 28,093 | $461.0 萬 | 0.25% | +11,179+66.1% | 加碼 |
| Welch & Forbes LLC | 28,049 | $460.2 萬 | 0.09% | +501+1.8% | 加碼 |
| HB Wealth Management, LLC | 27,886 | $457.6 萬 | 0.10% | +2,801+11.2% | 加碼 |
| Spinnaker Trust | 27,724 | $454.9 萬 | 0.38% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 27,601 | $452.9 萬 | 0.18% | −95−0.3% | 減碼 |
| Farmers & Merchants Investments Inc | 27,540 | $451.9 萬 | 0.20% | −62−0.2% | 減碼 |
| Sigma Investment Counselors Inc | 27,474 | $450.8 萬 | 0.38% | −545−1.9% | 減碼 |
| Uniplan Investment Counsel, Inc. | 27,328 | $448.4 萬 | 0.34% | +27,328 | 新進 |
| New Mexico Educational Retirement Board | 27,302 | $448.0 萬 | 0.24% | −2,700−9.0% | 減碼 |
| Miracle Mile Advisors, LLC | 27,155 | $445.6 萬 | 0.21% | +517+1.9% | 加碼 |
| ARS Wealth Advisors Group, LLC | 27,076 | $444.3 萬 | 0.68% | +1,147+4.4% | 加碼 |
| Addenda Capital Inc. | 26,919 | $441.7 萬 | 0.20% | +26,919 | 新進 |
| Signet Financial Management, LLC | 26,777 | $439.4 萬 | 0.86% | +145+0.5% | 加碼 |
| Leonteq Securities AG | 26,714 | $438.3 萬 | 0.23% | −14,114−34.6% | 減碼 |
| Koshinski Asset Management, Inc. | 26,670 | $437.6 萬 | 0.52% | −669−2.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 26,488 | $434.6 萬 | 0.02% | +24,416+1,178.4% | 加碼 |
| Avantax Advisory Services, Inc. | 26,472 | $434.3 萬 | 0.07% | −220−0.8% | 減碼 |
| Independent Wealth Network Inc. | 26,464 | $434.2 萬 | 3.39% | +126+0.5% | 加碼 |
| Pearl River Capital, LLC | 26,343 | $432.2 萬 | 0.80% | +12,669+92.7% | 加碼 |
| Monte Financial Group, LLC | 25,830 | $423.8 萬 | 2.60% | +593+2.3% | 加碼 |
| American National Bank | 25,780 | $423.0 萬 | 1.01% | −26−0.1% | 減碼 |
| Prudential PLC | 25,649 | $420.8 萬 | 0.07% | +758+3.0% | 加碼 |
| Aull & Monroe Investment Management Corp | 25,475 | $418.0 萬 | 2.29% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 25,340 | $415.8 萬 | 1.36% | −306−1.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 25,264 | $414.5 萬 | 0.12% | −1,393−5.2% | 減碼 |
| Creative Financial Designs Inc | 25,071 | $411.4 萬 | 0.67% | +178+0.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 24,985 | $410.0 萬 | 0.21% | +1,069+4.5% | 加碼 |
| Hallmark Capital Management Inc | 24,900 | $408.5 萬 | 0.41% | +1,975+8.6% | 加碼 |
| Biechele Royce Advisors | 24,729 | $405.7 萬 | 1.91% | +473+2.0% | 加碼 |
| Global Retirement Partners, LLC | 18,731 | $405.5 萬 | 0.31% | +570+3.1% | 加碼 |
| Financial & Tax Architects, LLC | 24,516 | $402.3 萬 | 1.51% | +2,648+12.1% | 加碼 |
| Principle Wealth Partners LLC | 24,493 | $401.9 萬 | 0.52% | +2,763+12.7% | 加碼 |
| National Asset Management, Inc. | 24,318 | $399.1 萬 | 0.12% | −966−3.8% | 減碼 |
| Hartford Financial Management Inc. | 24,078 | $395.1 萬 | 1.16% | −161−0.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 24,035 | $394.4 萬 | 0.03% | −25,965−51.9% | 減碼 |
| Sandhill Capital Partners LLC | 23,878 | $391.8 萬 | 0.45% | +849+3.7% | 加碼 |
| Aries Wealth Management | 18,028 | $390.2 萬 | 1.73% | −72−0.4% | 減碼 |
| Paradiem, LLC | 23,704 | $388.9 萬 | 1.50% | +1,528+6.9% | 加碼 |
| Fusion Capital, LLC | 23,601 | $387.2 萬 | 2.52% | +514+2.2% | 加碼 |
| Massmutual Trust Co FSB | 23,395 | $383.9 萬 | 0.17% | +440+1.9% | 加碼 |
| Meridian Wealth Management, LLC | 23,278 | $381.9 萬 | 0.41% | −118−0.5% | 減碼 |
| Banque Pictet & Cie SA | 23,177 | $380.3 萬 | 0.04% | +6,551+39.4% | 加碼 |
| Bank of Hawaii | 23,053 | $378.3 萬 | 0.26% | +272+1.2% | 加碼 |
| City Holding Co | 22,960 | $376.7 萬 | 0.75% | −1,205−5.0% | 減碼 |
| Citizens National Bank Trust Department | 22,914 | $376.0 萬 | 1.16% | −200−0.9% | 減碼 |
| Community Bank & Trust, Waco, Texas | 22,851 | $374.9 萬 | 1.33% | +204+0.9% | 加碼 |
| Money Concepts Capital Corp | 22,576 | $370.4 萬 | 0.22% | +10,898+93.3% | 加碼 |
| JustInvest LLC | 22,472 | $368.7 萬 | 0.17% | +1,651+7.9% | 加碼 |
| NBT Bank N A | 22,284 | $365.7 萬 | 0.60% | +64+0.3% | 加碼 |
| Wedbush Securities Inc | 22,285 | $365.6 萬 | 0.21% | −97−0.4% | 減碼 |
| Narwhal Capital Management | 22,267 | $365.4 萬 | 0.53% | +13,012+140.6% | 加碼 |
| Gateway Advisory, LLC | 22,257 | $365.2 萬 | 0.91% | +3,116+16.3% | 加碼 |
| Tiaa, FSB | 22,222 | $364.7 萬 | 0.02% | −51,025−69.7% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 22,111 | $362.8 萬 | 0.16% | −156−0.7% | 減碼 |
| TownSquare Capital, LLC | 22,116 | $362.8 萬 | 0.10% | +1,407+6.8% | 加碼 |
| Veritable, L.P. | 22,043 | $361.7 萬 | 0.07% | −781−3.4% | 減碼 |
| Versor Investments LP | 21,925 | $359.7 萬 | 0.21% | +2,600+13.5% | 加碼 |
| Moors & Cabot, Inc. | 21,834 | $358.3 萬 | 0.27% | −1,267−5.5% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 21,804 | $357.8 萬 | 0.95% | +1,230+6.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 21,744 | $356.7 萬 | 0.20% | +6,087+38.9% | 加碼 |
| Knuff & Co LLC | 21,486 | $352.5 萬 | 1.67% | −19−0.1% | 減碼 |
| Putnam Investments LLC | 21,471 | $352.3 萬 | 0.01% | +3,559+19.9% | 加碼 |
| Neville Rodie & Shaw Inc | 21,169 | $347.3 萬 | 0.34% | −2,690−11.3% | 減碼 |
| Highland Capital Management, LLC | 21,141 | $346.9 萬 | 0.27% | −30−0.1% | 減碼 |
| Searle & Co. | 21,064 | $345.6 萬 | 1.33% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 21,013 | $344.8 萬 | 0.12% | −15,396−42.3% | 減碼 |