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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 1,825 | $43.7 萬 | 0.05% | −1,172−39.1% | 減碼 |
| Verus Capital Partners, LLC | 1,826 | $43.7 萬 | 0.08% | −122−6.3% | 減碼 |
| Astoria Portfolio Advisors LLC. | 1,753 | $43.8 萬 | 0.21% | −201−10.3% | 減碼 |
| Shoker Investment Counsel, Inc. | 1,829 | $43.8 萬 | 0.20% | +9+0.5% | 加碼 |
| Horst & Graben Wealth Management LLC | 1,832 | $43.9 萬 | 0.11% | +9+0.5% | 加碼 |
| CWM Advisors, LLC | 1,836 | $44.0 萬 | 0.06% | −362−16.5% | 減碼 |
| North Point Portfolio Managers Corp | 1,838 | $44.0 萬 | 0.07% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 1,841 | $44.1 萬 | 0.11% | −220−10.7% | 減碼 |
| Archford Capital Strategies, LLC | 1,850 | $44.3 萬 | 0.10% | +1+0.1% | 加碼 |
| Smith Anglin Financial, LLC | 1,861 | $44.6 萬 | 0.08% | −51−2.7% | 減碼 |
| Key Financial Inc | 2,725 | $44.7 萬 | 0.21% | 00.0% | 不變 |
| David Loasby | 1,786 | $44.8 萬 | 0.06% | −5−0.3% | 減碼 |
| Journey Strategic Wealth LLC | 1,874 | $44.9 萬 | 0.05% | +96+5.4% | 加碼 |
| First Western Trust Bank | 1,878 | $45.0 萬 | 0.03% | −2−0.1% | 減碼 |
| REDW Wealth LLC | 1,878 | $45.0 萬 | 0.16% | 00.0% | 不變 |
| Westmount Partners, LLC | 1,879 | $45.0 萬 | 0.23% | +1,879 | 新進 |
| Sompo Asset Management Co., Ltd. | 1,880 | $45.0 萬 | 0.10% | −220−10.5% | 減碼 |
| MCF Advisors LLC | 1,881 | $45.1 萬 | 0.05% | +14+0.7% | 加碼 |
| Boston Common Asset Management, LLC | 1,881 | $45.1 萬 | 0.02% | +34+1.8% | 加碼 |
| First American Bank | 1,884 | $45.1 萬 | 0.04% | −481−20.3% | 減碼 |
| Appleton Partners Inc | 1,885 | $45.2 萬 | 0.04% | −10−0.5% | 減碼 |
| CPR Investments Inc. | 1,888 | $45.2 萬 | 0.45% | +1,888 | 新進 |
| Sterling Investment Advisors, Ltd. | 1,890 | $45.3 萬 | 0.16% | −199−9.5% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 1,900 | $45.5 萬 | 0.10% | −200−9.5% | 減碼 |
| Constitution Capital LLC | 1,900 | $45.5 萬 | 0.28% | 00.0% | 不變 |
| Greenwich Wealth Management LLC | 1,903 | $45.6 萬 | 0.05% | −18−0.9% | 減碼 |
| FAI Wealth Management | 1,910 | $45.8 萬 | 0.42% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 1,772 | $45.8 萬 | 0.46% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 1,905 | $45.9 萬 | 0.09% | +118+6.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,922 | $46.1 萬 | 0.07% | +236+14.0% | 加碼 |
| Chicago Partners Investment Group LLC | 1,849 | $46.2 萬 | 0.03% | +12+0.7% | 加碼 |
| Core Alternative Capital | 1,937 | $46.4 萬 | 0.06% | +1,127+139.1% | 加碼 |
| Jupiter Wealth Management LLC | 1,952 | $46.7 萬 | 0.45% | +952+95.2% | 加碼 |
| MSH Capital Advisors LLC | 1,951 | $46.7 萬 | 0.21% | 00.0% | 不變 |
| First Commonwealth Financial Corp | 1,957 | $46.9 萬 | 0.17% | −41−2.1% | 減碼 |
| Winthrop Advisory Group LLC | 1,960 | $47.0 萬 | 0.09% | +53+2.8% | 加碼 |
| Aft, Forsyth & Company, Inc. | 1,960 | $47.0 萬 | 0.40% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 1,961 | $47.0 萬 | 0.33% | −36−1.8% | 減碼 |
| Jackson Wealth Management, LLC | 1,967 | $47.1 萬 | 0.17% | −886−31.1% | 減碼 |
| Centurion Wealth Management LLC | 1,973 | $47.3 萬 | 0.27% | +1,973 | 新進 |
| Bensler, LLC | 1,980 | $47.4 萬 | 0.11% | −157−7.3% | 減碼 |
| Pacitti Group Inc. | 1,981 | $47.4 萬 | 0.37% | −49−2.4% | 減碼 |
| Smithfield Trust Co | 1,987 | $47.5 萬 | 0.03% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 1,984 | $47.5 萬 | 0.24% | +268+15.6% | 加碼 |
| Callan Capital, LLC | 1,988 | $47.6 萬 | 0.06% | +1,988 | 新進 |
| Edge Wealth Management LLC | 2,000 | $47.7 萬 | 0.11% | 00.0% | 不變 |
| Landmark Financial Advisors, LLC | 1,993 | $47.7 萬 | 0.22% | −50−2.4% | 減碼 |
| Lester Murray Antman dba SimplyRich | 1,996 | $47.8 萬 | 0.19% | −64−3.1% | 減碼 |
| XTX Topco Ltd | 1,998 | $47.9 萬 | 0.10% | +1,998 | 新進 |
| Burns J W & Co Inc | 2,000 | $47.9 萬 | 0.09% | −15−0.7% | 減碼 |
| Cito Capital Group, LLC | 2,000 | $47.9 萬 | 0.26% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 2,000 | $47.9 萬 | 0.18% | 00.0% | 不變 |
| Echo Street Capital Management LLC | 2,003 | $48.0 萬 | 0.00% | +2,003 | 新進 |
| Wealth Quarterback LLC | 2,004 | $48.0 萬 | 0.40% | +329+19.6% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 2,015 | $48.3 萬 | 0.23% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 2,015 | $48.3 萬 | 0.06% | +139+7.4% | 加碼 |
| Wayfinding Financial, LLC | 2,278 | $48.3 萬 | 0.39% | −185−7.5% | 減碼 |
| Acropolis Investment Management, LLC | 2,020 | $48.4 萬 | 0.04% | −36−1.8% | 減碼 |
| Valmark Advisers, Inc. | 2,028 | $48.6 萬 | 0.01% | +7+0.3% | 加碼 |
| Total Investment Management Inc | 2,029 | $48.6 萬 | 0.12% | +15+0.7% | 加碼 |
| L2 Asset Management, LLC | 2,040 | $48.9 萬 | 0.32% | +131+6.9% | 加碼 |
| Capital Advisors Inc | 2,042 | $48.9 萬 | 0.01% | −496−19.5% | 減碼 |
| Fort Sheridan Advisors LLC | 2,045 | $49.0 萬 | 0.16% | −300−12.8% | 減碼 |
| Martin Capital Advisors, LLP | 2,045 | $49.0 萬 | 0.55% | +800+64.3% | 加碼 |
| Boston Financial Mangement LLC | 2,051 | $49.1 萬 | 0.02% | −65−3.1% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 2,051 | $49.1 萬 | 0.04% | +10.0% | 加碼 |
| Accuvest Global Advisors | 2,060 | $49.3 萬 | 0.16% | +2,060 | 新進 |
| Traverso Chambers Private Wealth Management, LLC | 2,062 | $49.4 萬 | 0.14% | −8−0.4% | 減碼 |
| State of Wyoming | 2,062 | $49.4 萬 | 0.16% | +1,148+125.6% | 加碼 |
| Novare Capital Management LLC | 2,072 | $49.6 萬 | 0.06% | −150−6.8% | 減碼 |
| Wall Street Access Asset Management, LLC | 2,072 | $49.6 萬 | 0.37% | +5+0.2% | 加碼 |
| Diversified, LLC | 2,074 | $49.7 萬 | 0.20% | +839+67.9% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,074 | $49.7 萬 | 0.10% | +143+7.4% | 加碼 |
| O'Neil Global Advisors, Inc. | 2,075 | $49.7 萬 | 2.29% | +2,075 | 新進 |
| BlueSky Wealth Advisors, LLC | 2,080 | $49.8 萬 | 0.11% | −426−17.0% | 減碼 |
| GHP Investment Advisors, Inc. | 2,081 | $49.9 萬 | 0.03% | +49+2.4% | 加碼 |
| Larson Financial Group LLC | 2,081 | $49.9 萬 | 0.06% | −11−0.5% | 減碼 |
| KLCM Advisors, Inc. | 2,082 | $49.9 萬 | 0.10% | +10.0% | 加碼 |
| Arcus Capital Partners, LLC | 2,086 | $50.0 萬 | 0.20% | +2+0.1% | 加碼 |
| Delphia (USA) Inc. | 2,092 | $50.1 萬 | 0.58% | +2,092 | 新進 |
| Colony Family Offices, LLC | 2,096 | $50.2 萬 | 0.21% | −135−6.1% | 減碼 |
| Oak Hill Wealth Advisors, LLC | 2,098 | $50.3 萬 | 0.21% | +2,098 | 新進 |
| Perpetual Investment Management Ltd | 2,100 | $50.3 萬 | 0.06% | −500−19.2% | 減碼 |
| McBroom & Associates, LLC | 2,100 | $50.3 萬 | 0.55% | −41−1.9% | 減碼 |
| Bank of Nova Scotia Trust Co | 2,100 | $50.3 萬 | 0.05% | 00.0% | 不變 |
| Financial Consulate, Inc | 2,100 | $50.3 萬 | 0.18% | 00.0% | 不變 |
| Home Federal Bank of Tennessee | 2,109 | $50.5 萬 | 0.19% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 2,111 | $50.6 萬 | 0.12% | +37+1.8% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,116 | $50.7 萬 | 0.06% | 00.0% | 不變 |
| Summit Financial, LLC | 2,118 | $50.7 萬 | 0.05% | −186−8.1% | 減碼 |
| GYL Financial Synergies, LLC | 2,124 | $50.9 萬 | 0.11% | +54+2.6% | 加碼 |
| Mason Investment Advisory Services, Inc. | 2,130 | $51.0 萬 | 0.05% | −426−16.7% | 減碼 |
| Berger Financial Group, Inc | 2,141 | $51.3 萬 | 0.07% | −38−1.7% | 減碼 |
| Sunbelt Securities, Inc. | 2,154 | $51.6 萬 | 0.10% | +2+0.1% | 加碼 |
| Baldwin Brothers Inc | 2,156 | $51.6 萬 | 0.05% | +1,656+331.2% | 加碼 |
| First Financial Corp | 2,157 | $51.7 萬 | 0.32% | 00.0% | 不變 |
| Goepper Burkhardt LLC | 2,160 | $51.7 萬 | 0.36% | 00.0% | 不變 |
| Atalanta Sosnoff Capital, LLC | 2,162 | $51.8 萬 | 0.02% | +601+38.5% | 加碼 |
| Montag A & Associates Inc | 2,165 | $51.9 萬 | 0.03% | −1,290−37.3% | 減碼 |
| Zions Bancorporation, N.A. | 2,171 | $52.0 萬 | 0.04% | −886−29.0% | 減碼 |