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 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 8,907 | $146.1 萬 | 0.12% | +63+0.7% | 加碼 |
| Princeton Capital Management LLC | 8,897 | $146.0 萬 | 0.64% | −364−3.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 8,889 | $145.9 萬 | 0.08% | +296+3.4% | 加碼 |
| AGF Investments LLC | 8,804 | $144.5 萬 | 0.13% | +4,015+83.8% | 加碼 |
| Oxbow Advisors, LLC | 8,792 | $144.3 萬 | 0.23% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 8,788 | $144.2 萬 | 0.02% | −518−5.6% | 減碼 |
| Axxcess Wealth Management, LLC | 8,744 | $143.4 萬 | 0.14% | −2,184−20.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 8,741 | $143.4 萬 | 0.07% | −45−0.5% | 減碼 |
| Smith, Salley & Associates | 8,694 | $142.6 萬 | 0.13% | +92+1.1% | 加碼 |
| Boston Private Wealth LLC | 8,682 | $142.5 萬 | 0.02% | +2,360+37.3% | 加碼 |
| Capital Asset Advisory Services LLC | 8,665 | $142.2 萬 | 0.18% | −1,211−12.3% | 減碼 |
| Court Place Advisors, LLC | 8,599 | $141.1 萬 | 0.57% | −100−1.1% | 減碼 |
| Park National Corp | 8,573 | $140.6 萬 | 0.07% | +88+1.0% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,517 | $139.7 萬 | 0.68% | +75+0.9% | 加碼 |
| Boltwood Capital Management | 8,507 | $139.6 萬 | 0.64% | −2,451−22.4% | 減碼 |
| Moloney Securities Asset Management, LLC | 8,468 | $138.9 萬 | 0.34% | −306−3.5% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 8,444 | $138.5 萬 | 0.81% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 8,434 | $138.4 萬 | 0.03% | +300+3.7% | 加碼 |
| Burleson & Company, LLC | 8,420 | $138.2 萬 | 0.30% | +980+13.2% | 加碼 |
| Continuum Advisory, LLC | 8,401 | $137.8 萬 | 0.24% | +3,484+70.9% | 加碼 |
| AdvisorNet Financial, Inc | 8,357 | $137.1 萬 | 0.14% | −472−5.3% | 減碼 |
| Global Trust Asset Management, LLC | 8,347 | $137.0 萬 | 0.71% | −752−8.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,344 | $137.0 萬 | 0.14% | −150−1.8% | 減碼 |
| SeaCrest Wealth Management, LLC | 8,314 | $136.4 萬 | 0.21% | −291−3.4% | 減碼 |
| Tradewinds, LLC. | 8,302 | $136.2 萬 | 0.99% | −85−1.0% | 減碼 |
| Triangle Securities Wealth Management | 8,290 | $136.0 萬 | 0.56% | −251−2.9% | 減碼 |
| DFPG Investments, LLC | 7,121 | $135.4 萬 | 0.58% | +191+2.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 8,247 | $135.3 萬 | 0.16% | +214+2.7% | 加碼 |
| BTG Pactual Global Asset Management Ltd | 8,187 | $134.3 萬 | 2.05% | +8,187 | 新進 |
| IHT Wealth Management, LLC | 8,175 | $134.1 萬 | 0.10% | +3,379+70.5% | 加碼 |
| Fruth Investment Management | 8,143 | $133.6 萬 | 0.44% | 00.0% | 不變 |
| Argent Trust Co | 8,118 | $133.2 萬 | 0.10% | −1,412−14.8% | 減碼 |
| Trust Investment Advisors | 8,111 | $133.1 萬 | 1.39% | −42−0.5% | 減碼 |
| ARGI Investment Services, LLC | 8,106 | $133.0 萬 | 0.05% | −184−2.2% | 減碼 |
| Weatherly Asset Management L. P. | 8,102 | $132.9 萬 | 0.19% | +10.0% | 加碼 |
| Townsend Asset Management Corp | 8,010 | $131.4 萬 | 0.74% | +10.0% | 加碼 |
| United Community Bank | 8,007 | $131.4 萬 | 1.37% | +185+2.4% | 加碼 |
| Cohen Klingenstein LLC | 8,000 | $131.3 萬 | 0.07% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 7,995 | $131.2 萬 | 0.68% | +860+12.1% | 加碼 |
| Signaturefd, LLC | 7,989 | $131.1 萬 | 0.04% | −1,149−12.6% | 減碼 |
| HBK Sorce Advisory LLC | 7,965 | $130.7 萬 | 0.09% | +793+11.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 7,955 | $130.5 萬 | 0.11% | +832+11.7% | 加碼 |
| TD Private Client Wealth LLC | 7,934 | $130.2 萬 | 0.07% | +382+5.1% | 加碼 |
| Capstone Investment Advisors, LLC | 7,932 | $130.1 萬 | 0.03% | +4,815+154.5% | 加碼 |
| Metis Global Partners, LLC | 7,923 | $130.0 萬 | 0.21% | +18+0.2% | 加碼 |
| V Wealth Advisors LLC | 7,912 | $129.8 萬 | 0.26% | −2,856−26.5% | 減碼 |
| Level Four Advisory Services, LLC | 7,912 | $129.8 萬 | 0.13% | −171−2.1% | 減碼 |
| Ropes Wealth Advisors LLC | 7,904 | $129.7 萬 | 0.27% | 00.0% | 不變 |
| Spreng Capital Management, Inc. | 7,890 | $129.5 萬 | 1.15% | −290−3.5% | 減碼 |
| Inscription Capital, LLC | 7,859 | $129.0 萬 | 0.36% | −1,350−14.7% | 減碼 |
| Hamel Associates, Inc. | 7,850 | $128.8 萬 | 0.51% | −175−2.2% | 減碼 |
| American Portfolios Advisors | 7,821 | $128.3 萬 | 0.05% | −262−3.2% | 減碼 |
| Gifford Fong Associates | 7,800 | $128.0 萬 | 0.32% | 00.0% | 不變 |
| First Dallas Securities Inc. | 7,757 | $127.4 萬 | 0.88% | +301+4.0% | 加碼 |
| Intellectus Partners, LLC | 7,735 | $126.9 萬 | 0.45% | −536−6.5% | 減碼 |
| Core Wealth Advisors, Inc. | 7,693 | $126.2 萬 | 0.74% | +918+13.5% | 加碼 |
| Columbia Trust Co 01012016 | 7,666 | $125.8 萬 | 0.71% | +293+4.0% | 加碼 |
| Boenning & Scattergood, Inc. | 7,638 | $125.3 萬 | 0.26% | −95−1.2% | 減碼 |
| AMG National Trust Bank | 7,597 | $124.7 萬 | 0.05% | +1,500+24.6% | 加碼 |
| Affinity Investment Advisors, LLC | 7,591 | $124.6 萬 | 0.65% | 00.0% | 不變 |
| Winton Group Ltd | 7,585 | $124.5 萬 | 0.08% | −83,625−91.7% | 減碼 |
| Quest Investment Management LLC | 7,588 | $124.5 萬 | 0.15% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 7,572 | $124.3 萬 | 0.32% | +25+0.3% | 加碼 |
| Stone Point Wealth LLC | 7,580 | $124.3 萬 | 0.76% | +170+2.3% | 加碼 |
| D. Scott Neal, Inc. | 7,561 | $124.1 萬 | 0.52% | 00.0% | 不變 |
| Fluent Financial, LLC | 7,530 | $123.6 萬 | 0.68% | +964+14.7% | 加碼 |
| Cambridge Trust Co | 7,523 | $123.4 萬 | 0.06% | +55+0.7% | 加碼 |
| RSM US Wealth Management LLC | 7,493 | $123.0 萬 | 0.07% | −853−10.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 7,484 | $122.8 萬 | 0.05% | −2,211−22.8% | 減碼 |
| Acadian Asset Management LLC | 7,487 | $122.6 萬 | 0.01% | −16,600−68.9% | 減碼 |
| Horizon Investments, LLC | 7,501 | $122.3 萬 | 0.04% | −6,650−47.0% | 減碼 |
| Focused Wealth Management, Inc | 7,435 | $122.0 萬 | 0.26% | +42+0.6% | 加碼 |
| Horizon Kinetics Asset Management LLC | 7,408 | $121.6 萬 | 0.02% | +540+7.9% | 加碼 |
| Probity Advisors, Inc. | 7,390 | $121.3 萬 | 0.30% | −491−6.2% | 減碼 |
| Credit Agricole S A | 7,379 | $121.0 萬 | 0.04% | +3,553+92.9% | 加碼 |
| Atlas Brown,Inc. | 7,333 | $120.3 萬 | 0.61% | −306−4.0% | 減碼 |
| Cunning Capital Partners, LP | 7,320 | $120.1 萬 | 0.95% | 00.0% | 不變 |
| Inspire Advisors, LLC | 7,314 | $120.0 萬 | 0.33% | +1,208+19.8% | 加碼 |
| Osborne Partners Capital Management, LLC | 7,272 | $119.3 萬 | 0.10% | +261+3.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,256 | $119.1 萬 | 0.13% | +161+2.3% | 加碼 |
| Merit Financial Group, LLC | 7,252 | $119.0 萬 | 0.05% | −13,496−65.0% | 減碼 |
| Papp L Roy & Associates | 7,254 | $119.0 萬 | 0.18% | 00.0% | 不變 |
| RFG Advisory, LLC | 5,162 | $118.6 萬 | 0.07% | +573+12.5% | 加碼 |
| WR Wealth Planners, LLC | 7,185 | $117.9 萬 | 0.83% | 00.0% | 不變 |
| Smith, Moore & Co. | 7,175 | $117.7 萬 | 0.18% | +421+6.2% | 加碼 |
| Cross Staff Investments Inc | 7,163 | $117.5 萬 | 1.32% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 7,146 | $117.3 萬 | 0.63% | +161+2.3% | 加碼 |
| Meeder Asset Management Inc | 7,147 | $117.2 萬 | 0.07% | −1,232−14.7% | 減碼 |
| Gables Capital Management Inc. | 7,120 | $116.8 萬 | 0.94% | +70+1.0% | 加碼 |
| CAPROCK Group, Inc. | 7,111 | $116.7 萬 | 0.11% | +190+2.7% | 加碼 |
| Financial Advocates Investment Management | 7,076 | $116.1 萬 | 0.10% | +2,320+48.8% | 加碼 |
| Oak Asset Management, LLC | 7,069 | $116.0 萬 | 0.56% | +7,069 | 新進 |
| Thompson Siegel & Walmsley LLC | 7,036 | $115.4 萬 | 0.02% | 00.0% | 不變 |
| AIA Group Ltd | 7,018 | $115.2 萬 | 0.08% | +2,060+41.5% | 加碼 |
| Strategic Financial Services, Inc, | 7,002 | $114.9 萬 | 0.10% | −129−1.8% | 減碼 |
| Franklin Street Advisors Inc | 7,000 | $114.9 萬 | 0.12% | 00.0% | 不變 |
| We Are One Seven, LLC | 6,052 | $114.7 萬 | 0.11% | −1,866−23.6% | 減碼 |
| Bragg Financial Advisors, Inc | 6,938 | $113.8 萬 | 0.08% | −341−4.7% | 減碼 |
| Valley Brook Capital Group | 6,930 | $113.7 萬 | 1.24% | +10+0.1% | 加碼 |
| Main Street Research LLC | 6,869 | $112.7 萬 | 0.25% | +132+2.0% | 加碼 |