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 13F 持有人
Caterpillar Inc 在 2022/12/31 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
- 2,287
- 較 2022 年第 3 季 +332 家
- 持有股數
- 3.64 億
- 較 2022 年第 3 季 +524.3 萬 (+1.5%)
- 總市值
- $871.4 億
- 較 2022 年第 3 季 +$281.5 億 (+47.7%)
- 新進機構
- 411
- 另有 757 家加碼
- 清倉機構
- 79
- 另有 791 家減碼
另有 37 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capstone Financial Advisors, Inc. | 2,700 | $64.7 萬 | 0.05% | +5+0.2% | 加碼 |
| Ted Buchan & Co | 2,700 | $64.7 萬 | 0.60% | +2,700 | 新進 |
| Waycross Partners, LLC | 2,700 | $64.7 萬 | 0.23% | −10,643−79.8% | 減碼 |
| Lakewood Asset Management LLC | 2,705 | $64.8 萬 | 0.52% | +2,705 | 新進 |
| Zeke Capital Advisors, LLC | 2,712 | $65.0 萬 | 0.04% | +42+1.6% | 加碼 |
| Mather Group, LLC. | 2,716 | $65.1 萬 | 0.01% | −129−4.5% | 減碼 |
| Avalon Investment & Advisory | 2,722 | $65.2 萬 | 0.02% | +269+11.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,733 | $65.5 萬 | 0.01% | −13−0.5% | 減碼 |
| Bartlett & Co. LLC | 2,733 | $65.5 萬 | 0.01% | −13−0.5% | 減碼 |
| Mechanics Bank Trust Department | 2,737 | $65.6 萬 | 0.11% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 2,738 | $65.6 萬 | 0.00% | +69+2.6% | 加碼 |
| Rooted Wealth Advisors, Inc. | 2,743 | $65.7 萬 | 0.55% | +2,743 | 新進 |
| Verity & Verity, LLC | 2,750 | $65.9 萬 | 0.09% | +2,750 | 新進 |
| Eagle Bluffs Wealth Management LLC | 2,755 | $66.0 萬 | 0.69% | 00.0% | 不變 |
| Ancora Advisors, LLC | 2,753 | $66.0 萬 | 0.02% | −1,122−29.0% | 減碼 |
| Benin Management CORP | 2,756 | $66.0 萬 | 0.27% | 00.0% | 不變 |
| AXS Investments LLC | 2,759 | $66.1 萬 | 0.24% | −373−11.9% | 減碼 |
| CVA Family Office, LLC | 2,770 | $66.3 萬 | 0.16% | +155+5.9% | 加碼 |
| MONECO Advisors, LLC | 2,773 | $66.4 萬 | 0.24% | +48+1.8% | 加碼 |
| 626 Financial, LLC | 2,779 | $66.6 萬 | 0.46% | +10.0% | 加碼 |
| Kozak & Associates, Inc. | 2,790 | $66.8 萬 | 0.33% | +4+0.1% | 加碼 |
| First Command Bank | 2,793 | $66.9 萬 | 0.08% | −425−13.2% | 減碼 |
| First Command Financial Services, Inc. | 2,793 | $66.9 萬 | 0.08% | −425−13.2% | 減碼 |
| Cape Cod Five Cents Savings Bank | 2,795 | $67.0 萬 | 0.08% | +80+2.9% | 加碼 |
| Edge Capital Group, LLC | 2,795 | $67.0 萬 | 0.05% | +710+34.1% | 加碼 |
| Peavine Capital, LLC | 2,800 | $67.1 萬 | 0.16% | 00.0% | 不變 |
| Axq Capital, LP | 2,800 | $67.1 萬 | 0.47% | +2,800 | 新進 |
| Manchester Capital Management LLC | 2,801 | $67.1 萬 | 0.10% | +43+1.6% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 2,803 | $67.1 萬 | 0.11% | +29+1.0% | 加碼 |
| Credit Agricole S A | 2,804 | $67.2 萬 | 0.02% | −4,575−62.0% | 減碼 |
| Tompkins Financial Corp | 2,804 | $67.2 萬 | 0.11% | −600−17.6% | 減碼 |
| Aspiriant, LLC | 2,808 | $67.3 萬 | 0.03% | +106+3.9% | 加碼 |
| Ballast, Inc. | 2,808 | $67.3 萬 | 0.29% | 00.0% | 不變 |
| Fulton Breakefield Broenniman LLC | 2,813 | $67.4 萬 | 0.06% | +771+37.8% | 加碼 |
| VeraBank, N.A. | 2,815 | $67.4 萬 | 0.34% | −20−0.7% | 減碼 |
| Segment Wealth Management, LLC | 2,825 | $67.7 萬 | 0.08% | −319−10.1% | 減碼 |
| Nicolet Bankshares Inc | 2,826 | $67.7 萬 | 0.23% | +26+0.9% | 加碼 |
| Windsor Capital Management, LLC | 2,827 | $67.7 萬 | 0.25% | +225+8.6% | 加碼 |
| CX Institutional | 2,836 | $67.9 萬 | 0.04% | +2,836 | 新進 |
| Keel Point, LLC | 2,841 | $68.1 萬 | 0.11% | +384+15.6% | 加碼 |
| MPS Loria Financial Planners, LLC | 2,853 | $68.3 萬 | 0.30% | +3+0.1% | 加碼 |
| Abacus Planning Group, Inc. | 2,854 | $68.4 萬 | 0.19% | +32+1.1% | 加碼 |
| Fulton Bank, N.A. | 2,853 | $68.4 萬 | 0.04% | −502−15.0% | 減碼 |
| Wealthspan Partners, LLC | 2,857 | $68.4 萬 | 0.62% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 2,861 | $68.5 萬 | 0.02% | −3,007−51.2% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,869 | $68.7 萬 | 0.08% | +2,869 | 新進 |
| Flagship Harbor Advisors, LLC | 2,874 | $68.9 萬 | 0.07% | −77−2.6% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,606 | $68.9 萬 | 0.30% | −430−14.2% | 減碼 |
| StrategIQ Financial Group, LLC | 2,920 | $69.9 萬 | 0.08% | +712+32.2% | 加碼 |
| Core Wealth Partners LLC | 3,450 | $70.4 萬 | 0.87% | +3,450 | 新進 |
| Corundum Group, Inc. | 2,941 | $70.5 萬 | 0.40% | −101−3.3% | 減碼 |
| Harfst & Associates, Inc. | 2,954 | $70.8 萬 | 0.20% | 00.0% | 不變 |
| CIC Wealth, LLC | 2,955 | $70.8 萬 | 0.29% | +2,955 | 新進 |
| CNB Bank | 2,957 | $70.8 萬 | 0.44% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 2,958 | $70.8 萬 | 0.09% | −171−5.5% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,964 | $71.0 萬 | 0.17% | −391−11.7% | 減碼 |
| Somerville Kurt F | 2,965 | $71.0 萬 | 0.14% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 2,966 | $71.1 萬 | 0.37% | +84+2.9% | 加碼 |
| Patton Albertson Miller Group, LLC | 2,968 | $71.1 萬 | 0.13% | −285−8.8% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 2,976 | $71.3 萬 | 0.21% | +32+1.1% | 加碼 |
| Financial Management Network Inc | 2,956 | $71.3 萬 | 0.32% | +3+0.1% | 加碼 |
| HCR Wealth Advisors | 2,981 | $71.4 萬 | 0.15% | +134+4.7% | 加碼 |
| Chicago Trust Co NA | 2,984 | $71.5 萬 | 0.18% | −14−0.5% | 減碼 |
| CMG Global Holdings, LLC | 2,992 | $71.7 萬 | 0.68% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $71.9 萬 | 0.30% | 00.0% | 不變 |
| Prostatis Group LLC | 3,002 | $71.9 萬 | 0.44% | +3,002 | 新進 |
| Texas Yale Capital Corp. | 3,006 | $72.0 萬 | 0.04% | −15−0.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,035 | $72.7 萬 | 0.43% | +135+4.7% | 加碼 |
| Change Path, LLC | 3,044 | $72.9 萬 | 0.04% | −543−15.1% | 減碼 |
| Alera Investment Advisors, LLC | 3,054 | $73.2 萬 | 0.17% | +1,177+62.7% | 加碼 |
| Archer Investment Corp | 3,055 | $73.2 萬 | 0.28% | −214−6.5% | 減碼 |
| Kaizen Financial Strategies | 2,840 | $73.4 萬 | 0.73% | −699−19.8% | 減碼 |
| Gray Wealth Management Inc. | 3,084 | $73.9 萬 | 0.43% | −53−1.7% | 減碼 |
| HHM Wealth Advisors, LLC | 3,092 | $74.1 萬 | 0.17% | −50−1.6% | 減碼 |
| Clarus Wealth Advisors | 2,960 | $74.1 萬 | 0.49% | +749+33.9% | 加碼 |
| NVWM, LLC | 3,098 | $74.2 萬 | 0.27% | +2,498+416.3% | 加碼 |
| Washington Trust Advisors, Inc. | 3,100 | $74.3 萬 | 0.08% | −232−7.0% | 減碼 |
| CWA Asset Management Group, LLC | 3,100 | $74.3 萬 | 0.06% | +124+4.2% | 加碼 |
| First Heartland Consultants, Inc. | 3,106 | $74.4 萬 | 0.12% | −17−0.5% | 減碼 |
| Vanguard Capital Wealth Advisors | 3,113 | $74.6 萬 | 0.86% | +5+0.2% | 加碼 |
| CCG Wealth Management, LLC | 3,121 | $74.8 萬 | 0.42% | 00.0% | 不變 |
| Sweet Financial Partners, LLC | 3,131 | $75.0 萬 | 0.22% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 3,140 | $75.2 萬 | 0.11% | +11+0.4% | 加碼 |
| Blueprint Investment Partners LLC | 3,140 | $75.2 萬 | 0.16% | +3,140 | 新進 |
| Van Hulzen Asset Management, LLC | 3,142 | $75.3 萬 | 0.09% | +3,142 | 新進 |
| Pathway Financial Advisors LLC | 3,163 | $75.8 萬 | 0.23% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,167 | $76.0 萬 | 0.67% | +41+1.3% | 加碼 |
| Girard Partners Ltd. | 3,201 | $76.7 萬 | 0.09% | +436+15.8% | 加碼 |
| Banco BTG Pactual S.A. | 3,205 | $76.8 萬 | 0.44% | +3,205 | 新進 |
| Rossmore Private Capital | 3,207 | $76.8 萬 | 0.12% | +114+3.7% | 加碼 |
| Atwood & Palmer Inc | 3,208 | $76.9 萬 | 0.07% | 00.0% | 不變 |
| Trust Co | 3,211 | $76.9 萬 | 0.12% | −61−1.9% | 減碼 |
| Colonial Trust Co | 3,212 | $76.9 萬 | 0.21% | +9+0.3% | 加碼 |
| King Wealth | 3,214 | $77.0 萬 | 0.18% | −89−2.7% | 減碼 |
| Security Financial Services, INC. | 3,228 | $77.3 萬 | 0.24% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 3,229 | $77.4 萬 | 0.32% | −2,469−43.3% | 減碼 |
| Clear Creek Financial Management, LLC | 3,231 | $77.4 萬 | 0.17% | +57+1.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,247 | $77.8 萬 | 0.05% | −600−15.6% | 減碼 |
| Grandview Asset Management LLC | 3,250 | $77.9 萬 | 0.48% | −211−6.1% | 減碼 |
| Sawgrass Asset Management LLC | 3,255 | $78.0 萬 | 0.11% | −13−0.4% | 減碼 |