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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 4 季與 2022 年第 3 季比較

持有 Caterpillar Inc 的機構從 2022 年第 3 季到 2022 年第 4 季的變化。

2022 年第 4 季全部持有人2022 年第 3 季全部持有人

CAT 的 13F 持有人:2022 年第 3 季與 2022 年第 4 季比較
項目2022 年第 3 季其中尚未申報 2022 年第 4 季2022 年第 4 季變化
持有家數1,992372,287+332
股數3.60 億146.6 萬3.64 億+524.3 萬 (+1.5%)
市值$592.3 億$2.41 億$871.4 億+$281.5 億 (+47.7%)

37 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(411 家)

2022 年第 4 季季末持有 Caterpillar Inc、2022 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 411 家。

2022 年第 4 季新進 CAT 的機構
機構股數市值佔組合 %
Renaissance Technologies LLC814,500$1.95 億0.27%
CI Private Wealth, LLC391,044$9,370 萬0.34%
GQG Partners LLC339,252$8,127 萬0.22%
Rheos Capital Works Inc.160,000$3,833 萬2.30%
Varma Mutual Pension Insurance Co159,056$3,810 萬0.54%
Marshall Wace, LLP107,329$2,571 萬0.07%
Capital Fund Management S.A.87,907$2,106 萬0.47%
ExodusPoint Capital Management, LP82,336$1,972 萬0.30%
Jefferies Financial Group Inc.73,600$1,763 萬0.30%
Harvest Portfolios Group Inc.67,933$1,627 萬0.94%
Duquesne Family Office LLC大師杜肯家族辦公室63,800$1,528 萬0.76%
Mizuho Markets Americas LLC62,219$1,491 萬1.01%
Moran Wealth Management, LLC57,122$1,368 萬0.52%
Squarepoint Ops LLC46,639$1,117 萬0.08%
Gladius Capital Management LP36,000$862.4 萬2.73%
Alberta Investment Management Corp35,800$857.6 萬0.08%
Kiwi Wealth Investments Limited Partnership35,725$855.8 萬0.57%
Connor, Clark & Lunn Investment Management Ltd.33,786$809.4 萬0.05%
Longbow Finance SA31,295$749.7 萬1.01%
Capital Group Investment Management Pte. Ltd.28,689$687.3 萬0.26%
Integris Wealth Management, LLC27,808$666.2 萬2.60%
Barometer Capital Management Inc.26,961$642.8 萬1.90%
Financial Partners Group, LLC26,296$630.0 萬3.72%
La Banque Postale Asset Management SA25,961$621.9 萬0.18%
LMCG Investments, LLC21,386$512.3 萬0.36%
Mark Asset Management LP19,769$473.6 萬1.12%
Allstate Investment Management Co19,591$469.3 萬0.14%
Bleakley Financial Group, LLC19,263$461.5 萬0.17%
Investment Management Corp of Ontario17,261$413.5 萬0.20%
Callan Family Office, LLC15,752$378.3 萬1.22%
Industrial Alliance Investment Management Inc.15,070$361.0 萬0.10%
Leuthold Group, LLC14,956$358.3 萬0.48%
Empowered Funds, LLC14,819$355.0 萬0.23%
Sowell Financial Services LLC14,513$347.7 萬0.23%
Agf Management Ltd14,146$338.9 萬0.02%
Castellan Group, LLC14,014$335.7 萬2.34%
Graphene Investments SAS13,500$323.4 萬2.19%
Trifecta Capital Advisors, LLC13,416$321.4 萬1.28%
New Hampshire Trust13,371$320.3 萬0.85%
Pendal Group Limited13,368$320.2 萬0.03%
FourThought Financial Partners, LLC13,095$313.7 萬0.45%
Applied Capital LLC12,851$307.9 萬3.07%
Wakefield Asset Management LLLP12,648$303.0 萬1.28%
Worldquant Millennium Advisors LLC12,269$293.9 萬0.07%
Sturgeon Ventures LLP12,217$292.7 萬2.36%
Coldstream Capital Management Inc12,162$291.3 萬0.11%
Commonwealth Retirement Investments LLC11,032$264.3 萬1.60%
CPA Asset Management LLC10,901$261.1 萬2.00%
Gateway Wealth Partners, LLC10,898$261.1 萬0.45%
Meeder Advisory Services, Inc.8,967$214.8 萬0.27%
LMG Wealth Partners, LLC8,161$209.1 萬0.69%
Moore Capital Management, LP8,576$205.4 萬0.06%
Caldwell Sutter Capital, Inc.8,225$197.0 萬1.74%
Chapin Davis, Inc.8,178$195.9 萬1.14%
MB, Levis & Associates, LLC8,099$194.0 萬1.52%
B.O.S.S. Retirement Advisors, LLC8,008$191.8 萬0.49%
WealthPLAN Partners, LLC7,830$191.3 萬0.13%
Ibex Wealth Advisors7,960$190.7 萬0.43%
Magnetar Financial LLC7,498$179.6 萬0.03%
Cornercap Investment Counsel Inc7,312$175.2 萬0.30%
Redwood Investment Management, LLC6,582$157.7 萬0.21%
Watershed Private Wealth LLC6,215$148.9 萬1.13%
Massachusetts Wealth Management5,831$147.1 萬1.42%
McKinley Capital Management LLC /Delaware5,768$138.2 萬0.19%
Alpha DNA Investment Management LLC5,732$137.3 萬0.73%
EP Wealth Advisors, LLC5,716$136.9 萬0.02%
Interval Partners, LP5,150$123.4 萬0.10%
Blackhawk Capital Partners LLC.5,027$120.4 萬0.94%
Mitchell Sinkler & Starr4,980$119.3 萬0.38%
Q3 Asset Management4,830$115.7 萬0.78%
Beacon Investment Advisors LLC4,824$115.6 萬0.97%
Sound Financial Strategies Group, LLC4,807$115.2 萬0.84%
Schear Investment Advisers, LLC4,786$114.7 萬1.41%
Tanglewood Legacy Advisors, LLC4,785$114.6 萬0.81%
Northern Financial Advisors Inc4,993$109.4 萬1.24%
waypoint wealth counsel4,305$103.1 萬0.83%
RFP Financial Group LLC4,120$98.7 萬0.44%
SageView Advisory Group, LLC4,083$97.8 萬0.08%
Caption Management, LLC4,000$95.8 萬0.16%
Worth Financial Advisory Group, LLC3,827$91.7 萬1.07%
US Asset Management LLC3,802$91.1 萬0.98%
First County Bank3,750$89.8 萬0.43%
Claraphi Advisory Network, LLC3,612$86.5 萬0.34%
Great Lakes Retirement, Inc.3,577$85.7 萬0.22%
RIA Advisory Group LLC3,508$81.9 萬0.47%
Laird Norton Trust Company, LLC3,410$81.7 萬0.12%
Virtue Capital Management, LLC3,401$81.5 萬0.12%
Friedenthal Financial3,380$81.0 萬0.56%
Catalyst Financial Partners LLC3,357$80.4 萬0.41%
Banco BTG Pactual S.A.3,205$76.8 萬0.44%
Van Hulzen Asset Management, LLC3,142$75.3 萬0.09%
Blueprint Investment Partners LLC3,140$75.2 萬0.16%
Prostatis Group LLC3,002$71.9 萬0.44%
CIC Wealth, LLC2,955$70.8 萬0.29%
Core Wealth Partners LLC3,450$70.4 萬0.87%
Cyndeo Wealth Partners, LLC2,869$68.7 萬0.08%
CX Institutional2,836$67.9 萬0.04%
Axq Capital, LP2,800$67.1 萬0.47%
Verity & Verity, LLC2,750$65.9 萬0.09%
Rooted Wealth Advisors, Inc.2,743$65.7 萬0.55%

清倉機構(79 家)

2022 年第 3 季季末持有 Caterpillar Inc、2022 年第 4 季有申報但已經沒有持有的機構。

2022 年第 4 季清倉 CAT 的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Ontario Teachers Pension Plan Board2,138,516$3.51 億
Qube Research & Technologies Ltd314,252$5,156 萬
Migdal Insurance & Financial Holdings Ltd.155,086$2,545 萬
Quadrature Capital Ltd146,643$2,407 萬
Walleye Capital LLC123,811$2,032 萬
Bridgewater Associates, LP110,621$1,815 萬
Natixis84,125$1,382 萬
Cornerstone Advisors, LLC55,000$902.4 萬
Aquatic Capital Management LLC46,400$761.3 萬
MUFG Americas Holdings Corp40,919$671.4 萬
Saba Capital Management, L.P.40,919$671.4 萬
Cipher Capital LP38,261$627.8 萬
Simplex Trading, LLC32,345$530.7 萬
Gateway Advisory, LLC22,257$365.2 萬
Ambassador Advisors, LLC20,647$338.8 萬
AlphaCrest Capital Management LLC18,816$308.7 萬
Y-Intercept (Hong Kong) Ltd17,487$286.9 萬
Hudson Bay Capital Management LP15,000$246.1 萬
Occudo Quantitative Strategies LP14,069$230.8 萬
Ally Financial Inc.13,000$213.3 萬
Ergoteles LLC10,110$165.9 萬
B&D White Capital Company, LLC10,100$165.7 萬
Econ Financial Services Corp9,854$161.7 萬
Brookfield Asset Management Inc.9,517$156.2 萬
Tradewinds, LLC.8,302$136.2 萬
BTG Pactual Global Asset Management Ltd8,187$134.3 萬
Ionic Capital Management LLC6,400$105.0 萬
Wolverine Trading, LLC6,190$102.7 萬
Ariose Capital Management Ltd5,100$83.7 萬
Duality Advisers, LP4,897$80.3 萬
Virtu Financial LLC4,772$78.3 萬
Allen Capital Group, LLC4,673$76.7 萬
Providence First Trust Co4,189$68.7 萬
GPS Wealth Strategies Group, LLC3,670$60.2 萬
Select Asset Management & Trust3,272$53.7 萬
Berkshire Asset Management LLC3,083$50.6 萬
Alpha Paradigm Partners, LLC2,816$46.2 萬
WCG Wealth Advisors LLC2,518$46.0 萬
First National Bank of Hutchinson2,718$44.6 萬
Trexquant Investment LP2,694$44.2 萬
OPSEU Pension Plan Trust Fund2,254$38.7 萬
Independent Solutions Wealth Management, LLC2,270$37.2 萬
Engineers Gate Manager LP2,218$36.4 萬
Bluefin Capital Management, LLC2,180$35.8 萬
Applied Capital LLC2,035$33.4 萬
Quaero Capital S.A.2,000$32.8 萬
DSC Advisors, L.P.1,973$32.4 萬
Hartline Investment Corp1,958$32.1 萬
SevenOneSeven Capital Management1,891$31.0 萬
Blueshift Asset Management, LLC1,789$29.4 萬
Highland Private Wealth Management1,713$28.1 萬
Cypress Capital Management LLC1,578$25.9 萬
Gamco Investors, Inc. Et Al1,532$25.1 萬
WMG Financial Advisors, LLC1,518$24.8 萬
Householder Group Estate & Retirement Specialist, LLC1,364$22.3 萬
Cordatus Wealth Management LLC1,235$20.3 萬
New England Asset Management Inc1,221$20.0 萬
Paloma Partners Management Co1,044$17.1 萬
Magnolia Capital Management Ltd1,000$16.4 萬
Evoke Wealth, LLC755$12.4 萬
Foster Dykema Cabot & Co Inc724$11.9 萬
Icon Wealth Advisors, LLC615$10.1 萬
Oxler Private Wealth LLC509$8.36 萬
Almanack Investment Partners, LLC.496$8.10 萬
Sage Private Wealth Group, LLC400$6.60 萬
O'Dell Group, LLC314$5.20 萬
Estate Counselors, LLC303$4.90 萬
Wagner Wealth Management, LLC273$4.50 萬
Professional Financial Advisors, LLC257$4.20 萬
Castle Wealth Management LLC224$3.70 萬
Financial Enhancement Group LLC200$3.30 萬
Cowa, LLC200$3.30 萬
EdgeRock Capital LLC139$2.30 萬
Karlinski Andrew C100$1.60 萬
Grayhawk Investment Strategies Inc.61$1.40 萬
Dark Forest Capital Management LP37$6,000
Point72 Hong Kong Ltd22$4,000
Morton Brown Family Wealth, LLC5$1,000
First Command Advisory Services, Inc.50$0

尚未申報 2022 年第 4 季的機構(37 家)

2022 年第 3 季季末持有 Caterpillar Inc、還沒有申報 2022 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 3 季持有 CAT、尚未申報 2022 年第 4 季的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Eaton Vance Management961,224$1.58 億
Bluestein R H & Co215,589$3,537 萬
Ashfield Capital Partners, LLC87,769$1,440 萬
Dowling & Yahnke LLC38,721$635.3 萬
Regentatlantic Capital LLC28,759$471.9 萬
Strategic Wealth Advisors Group, LLC22,111$362.8 萬
FourThought Financial, LLC13,095$214.9 萬
Redpoint Investment Management Pty Ltd11,528$189.2 萬
Corient Capital Partners, LLC10,126$181.0 萬
AGF Investments LLC8,804$144.5 萬
American Portfolios Advisors7,821$128.3 萬
Covington Capital Management6,615$108.5 萬
Siena Capital LLC6,433$105.5 萬
WBH Advisory Inc6,219$102.0 萬
CPWM, LLC5,608$92.0 萬
Wipfli Financial Advisors LLC,5,050$82.9 萬
55I, LLC4,649$76.3 萬
Cornerstone Wealth Management, LLC3,073$50.4 萬
Inverness Counsel LLC3,002$49.3 萬
Kore Private Wealth LLC2,586$42.4 萬
Maryland Capital Management2,108$34.6 萬
Brightworth2,086$34.2 萬
Keebeck Alpha, LP2,058$33.8 萬
Meadow Creek Wealth Advisors LLC1,845$30.3 萬
American Research & Management Co.1,670$27.4 萬
Doyle Wealth Management1,665$27.3 萬
First Farmers & Merchants Bank / Trust1,665$27.3 萬
Buck Wealth Strategies, LLC858$23.4 萬
Beaumont Financial Partners, LLC1,311$21.5 萬
Pacific Center for Financial Services657$10.8 萬
Jefferies Group LLC526$8.63 萬
Monolith Advisors269$4.40 萬
Surevest, LLC200$3.30 萬
Strategic Asset Management, LLC178$2.90 萬
Corsicana & Co.130$2.10 萬
Spectrum Management Group, LLC100$1.60 萬
USA Financial Portformulas Corp10$2,000