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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 15,711 | $344.5 萬 | 0.38% | +470+3.1% | 加碼 |
| Community Bank, N.A. | 20,883 | $342.6 萬 | 0.52% | +210+1.0% | 加碼 |
| Northeast Investment Management | 20,757 | $340.6 萬 | 0.23% | +532+2.6% | 加碼 |
| Ambassador Advisors, LLC | 20,647 | $338.8 萬 | 0.80% | +1,535+8.0% | 加碼 |
| Twin Capital Management Inc | 20,571 | $337.5 萬 | 0.46% | −223−1.1% | 減碼 |
| Dakota Wealth Management | 20,493 | $336.3 萬 | 0.27% | +18,099+756.0% | 加碼 |
| Lyell Wealth Management, LP | 20,435 | $335.3 萬 | 0.57% | +237+1.2% | 加碼 |
| Robbins Farley LLC | 20,403 | $334.8 萬 | 2.75% | −514−2.5% | 減碼 |
| Boit C F David | 20,400 | $334.7 萬 | 2.72% | +20,400 | 新進 |
| King Luther Capital Management Corp | 20,330 | $333.6 萬 | 0.02% | +1,355+7.1% | 加碼 |
| Romano Brothers and Company | 20,308 | $333.2 萬 | 0.54% | +20,308 | 新進 |
| Ellsworth Advisors, LLC | 20,301 | $333.1 萬 | 1.43% | +709+3.6% | 加碼 |
| Columbia Asset Management | 20,237 | $332.0 萬 | 0.88% | −1,199−5.6% | 減碼 |
| Trinity Legacy Partners, LLC | 20,171 | $331.0 萬 | 1.42% | −938−4.4% | 減碼 |
| Essex Investment Management Co LLC | 20,155 | $330.7 萬 | 0.53% | −4,892−19.5% | 減碼 |
| Retirement Group, LLC | 20,138 | $330.4 萬 | 2.65% | +54+0.3% | 加碼 |
| Lincoln National Corp | 20,138 | $330.4 萬 | 0.08% | +602+3.1% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $330.1 萬 | 3.75% | 00.0% | 不變 |
| Caldwell Trust Co | 20,108 | $329.9 萬 | 0.49% | −98−0.5% | 減碼 |
| Icon Advisers Inc | 20,025 | $328.6 萬 | 0.90% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 20,024 | $328.6 萬 | 0.29% | +3,542+21.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 19,965 | $327.6 萬 | 0.02% | +6,840+52.1% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 19,878 | $326.1 萬 | 1.53% | −182−0.9% | 減碼 |
| BKD Wealth Advisors, LLC | 19,833 | $325.5 萬 | 0.13% | −760−3.7% | 減碼 |
| Bridge Creek Capital Management LLC | 19,813 | $325.1 萬 | 1.40% | +37+0.2% | 加碼 |
| Advisor Partners II, LLC | 19,797 | $324.8 萬 | 0.25% | +19,797 | 新進 |
| Reliant Investment Management, LLC | 19,725 | $323.6 萬 | 2.30% | +45+0.2% | 加碼 |
| Beech Hill Advisors, Inc. | 19,705 | $323.3 萬 | 1.85% | −100−0.5% | 減碼 |
| Argyle Capital Management Inc. | 19,698 | $323.2 萬 | 1.26% | −34−0.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,608 | $321.7 萬 | 0.08% | −4,306−18.0% | 減碼 |
| Central Bank & Trust Co | 19,476 | $319.6 萬 | 0.69% | +1,781+10.1% | 加碼 |
| Crestwood Advisors Group LLC | 19,398 | $318.3 萬 | 0.11% | −11−0.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 19,317 | $317.0 萬 | 1.01% | −1,070−5.2% | 減碼 |
| Equitable Trust Co | 19,318 | $317.0 萬 | 0.26% | −800−4.0% | 減碼 |
| FIL Ltd | 19,312 | $316.9 萬 | 0.00% | +2,829+17.2% | 加碼 |
| Allstate Corp | 19,303 | $316.7 萬 | 0.09% | +109+0.6% | 加碼 |
| Raymond James Trust N.A. | 19,289 | $316.5 萬 | 0.12% | +2,658+16.0% | 加碼 |
| Pathstone Family Office, LLC | 19,183 | $316.2 萬 | 0.06% | +5,705+42.3% | 加碼 |
| Achmea Investment Management B.V. | 19,219 | $315.3 萬 | 0.11% | −6,239−24.5% | 減碼 |
| Colonial Trust Advisors | 19,212 | $315.2 萬 | 0.43% | +224+1.2% | 加碼 |
| Asset Dedication, LLC | 18,894 | $310.9 萬 | 0.34% | +18,894 | 新進 |
| Family Legacy, Inc. | 18,917 | $310.4 萬 | 1.56% | −202−1.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,919 | $310.4 萬 | 0.29% | +696+3.8% | 加碼 |
| Summitry LLC | 18,919 | $310.4 萬 | 0.23% | +1,754+10.2% | 加碼 |
| AlphaCrest Capital Management LLC | 18,816 | $308.7 萬 | 0.19% | −17,788−48.6% | 減碼 |
| Los Angeles Capital Management LLC | 18,789 | $308.3 萬 | 0.02% | +5,731+43.9% | 加碼 |
| Ronald Blue Trust, Inc. | 17,047 | $304.8 萬 | 0.05% | +193+1.1% | 加碼 |
| Bank of the West | 18,476 | $303.1 萬 | 0.39% | +901+5.1% | 加碼 |
| Physicians Financial Services, Inc. | 18,291 | $300.1 萬 | 1.45% | −149−0.8% | 減碼 |
| Mathes Company, Inc. | 18,168 | $298.1 萬 | 1.66% | −350−1.9% | 減碼 |
| Ameritas Advisory Services, LLC | 18,134 | $297.5 萬 | 0.18% | −530−2.8% | 減碼 |
| Mairs & Power Inc | 18,095 | $296.9 萬 | 0.04% | +10,800+148.0% | 加碼 |
| Buckingham Strategic Wealth, LLC | 18,033 | $295.9 萬 | 0.06% | −177−1.0% | 減碼 |
| Stonebridge Capital Management Inc | 18,009 | $295.5 萬 | 1.53% | −264−1.4% | 減碼 |
| PGGM Investments | 18,005 | $295.4 萬 | 0.05% | +18,005 | 新進 |
| Beese Fulmer Investment Management, Inc. | 17,951 | $294.5 萬 | 0.40% | −382−2.1% | 減碼 |
| Montgomery Investment Management Inc | 17,894 | $293.6 萬 | 1.20% | −65−0.4% | 減碼 |
| Terry L. Blaker | 17,883 | $293.4 萬 | 0.29% | +80.0% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 17,812 | $292.3 萬 | 1.15% | +40.0% | 加碼 |
| Monetary Management Group Inc | 17,817 | $292.3 萬 | 0.96% | +25+0.1% | 加碼 |
| Drexel Morgan & Co. | 17,746 | $291.2 萬 | 0.70% | +224+1.3% | 加碼 |
| Altrius Capital Management Inc | 17,652 | $289.6 萬 | 1.10% | −4,401−20.0% | 減碼 |
| Permanens Capital L.P. | 17,620 | $289.1 萬 | 0.65% | −10,163−36.6% | 減碼 |
| Monument Capital Management | 17,533 | $287.7 萬 | 1.08% | +1,730+10.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 17,487 | $286.9 萬 | 0.29% | −8,964−33.9% | 減碼 |
| First Horizon Advisors, Inc. | 17,487 | $286.7 萬 | 0.11% | −12,944−42.5% | 減碼 |
| FRG Family Wealth Advisors LLC | 17,440 | $286.2 萬 | 0.71% | −85−0.5% | 減碼 |
| Compagnie Lombard Odier SCmA | 17,392 | $285.3 萬 | 0.08% | −1,000−5.4% | 減碼 |
| ICA Group Wealth Management, LLC | 17,381 | $285.2 萬 | 0.61% | +748+4.5% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 17,291 | $283.7 萬 | 1.17% | +250+1.5% | 加碼 |
| Stillwater Investment Management, LLC | 17,244 | $282.9 萬 | 0.87% | +80+0.5% | 加碼 |
| Ieq Capital, LLC | 17,175 | $281.9 萬 | 0.08% | −4,333−20.1% | 減碼 |
| Hayek Kallen Investment Management | 17,118 | $280.9 萬 | 1.32% | −73−0.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 17,031 | $279.4 萬 | 0.05% | −29−0.2% | 減碼 |
| Siemens Fonds Invest GmbH | 16,987 | $278.7 萬 | 0.32% | −630−3.6% | 減碼 |
| Shell Asset Management Co | 16,883 | $277.0 萬 | 0.11% | −4,267−20.2% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 16,827 | $276.1 萬 | 2.03% | −2,036−10.8% | 減碼 |
| Rafferty Asset Management, LLC | 16,826 | $276.1 萬 | 0.03% | +14,127+523.4% | 加碼 |
| Mutual Advisors, LLC | 16,785 | $275.4 萬 | 0.14% | +125+0.8% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 16,773 | $275.2 萬 | 0.15% | −7,886−32.0% | 減碼 |
| Marketfield Asset Management LLC | 16,719 | $274.3 萬 | 3.18% | −1,861−10.0% | 減碼 |
| Advocate Group LLC | 16,633 | $272.9 萬 | 0.67% | −380−2.2% | 減碼 |
| Canandaigua National Corp | 16,628 | $272.8 萬 | 0.48% | −180−1.1% | 減碼 |
| Providence Wealth Advisors, LLC | 11,921 | $272.6 萬 | 2.04% | −286−2.3% | 減碼 |
| Abbrea Capital, LLC | 16,596 | $272.3 萬 | 0.51% | −110−0.7% | 減碼 |
| Silvercrest Asset Management Group LLC | 16,487 | $270.5 萬 | 0.02% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 16,483 | $270.5 萬 | 1.59% | +1,125+7.3% | 加碼 |
| Lido Advisors, LLC | 16,327 | $267.9 萬 | 0.05% | +623+4.0% | 加碼 |
| Malaga Cove Capital, LLC | 16,298 | $267.4 萬 | 1.52% | −163−1.0% | 減碼 |
| Country Club Bank | 16,085 | $266.8 萬 | 0.26% | +1,431+9.8% | 加碼 |
| Gotham Asset Management, LLC | 16,118 | $264.5 萬 | 0.08% | −6,184−27.7% | 減碼 |
| Intact Investment Management Inc. | 15,800 | $259.3 萬 | 0.09% | 00.0% | 不變 |
| Kempner Capital Management Inc. | 15,792 | $259.1 萬 | 1.71% | 00.0% | 不變 |
| Sandy Spring Bank | 15,764 | $258.6 萬 | 0.16% | −201−1.3% | 減碼 |
| Bailard, Inc. | 15,757 | $258.5 萬 | 0.11% | −290−1.8% | 減碼 |
| Laurion Capital Management LP | 15,723 | $258.0 萬 | 0.07% | −16,887−51.8% | 減碼 |
| Avidian Wealth Solutions, LLC | 15,717 | $257.9 萬 | 0.19% | +71+0.5% | 加碼 |
| Hixon Zuercher, LLC | 15,709 | $257.8 萬 | 1.65% | +1,617+11.5% | 加碼 |
| Parcion Private Wealth LLC | 15,681 | $257.3 萬 | 0.29% | +699+4.7% | 加碼 |
| Freestone Capital Holdings, LLC | 15,651 | $256.8 萬 | 0.12% | −997−6.0% | 減碼 |