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 |
|---|---|---|---|---|---|
| Summit Financial Strategies, Inc. | 2,177 | $52.2 萬 | 0.11% | −107−4.7% | 減碼 |
| Planning Center, Inc. | 2,178 | $52.2 萬 | 0.16% | +425+24.2% | 加碼 |
| Wealthsource Partners, LLC | 2,178 | $52.2 萬 | 0.04% | −88−3.9% | 減碼 |
| Derbend Asset Management | 2,184 | $52.3 萬 | 0.42% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 2,184 | $52.3 萬 | 0.39% | +5+0.2% | 加碼 |
| Pacer Advisors, Inc. | 2,184 | $52.3 萬 | 0.00% | +1,108+103.0% | 加碼 |
| RMR Wealth Builders | 2,189 | $52.4 萬 | 0.12% | +10.0% | 加碼 |
| Lehman & Derafelo Financial Resources LLC | 2,197 | $52.6 萬 | 0.16% | +172+8.5% | 加碼 |
| Tolleson Wealth Management, Inc. | 2,200 | $52.7 萬 | 0.14% | 00.0% | 不變 |
| Sabal Trust CO | 2,200 | $52.7 萬 | 0.04% | −271−11.0% | 減碼 |
| NCM Capital Management, LLC | 2,205 | $52.8 萬 | 0.35% | 00.0% | 不變 |
| Riverwater Partners LLC | 2,207 | $52.9 萬 | 0.45% | −7−0.3% | 減碼 |
| Soltis Investment Advisors LLC | 2,216 | $53.1 萬 | 0.07% | +377+20.5% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 2,227 | $53.4 萬 | 0.41% | 00.0% | 不變 |
| LVM Capital Management Ltd | 2,235 | $53.5 萬 | 0.08% | −890−28.5% | 減碼 |
| Marcum Wealth, LLC | 2,242 | $53.7 萬 | 0.07% | −16−0.7% | 減碼 |
| Sittner & Nelson, LLC | 2,247 | $53.8 萬 | 0.33% | +549+32.3% | 加碼 |
| RE Dickinson Investment Advisors, LLC | 2,250 | $53.9 萬 | 0.22% | +750+50.0% | 加碼 |
| Braun Stacey Associates Inc | 2,250 | $53.9 萬 | 0.03% | −2,200−49.4% | 減碼 |
| Heron Financial Group, LLC | 2,247 | $54.0 萬 | 0.36% | −25−1.1% | 減碼 |
| N.E.W. Advisory Services LLC | 2,255 | $54.0 萬 | 0.08% | −33−1.4% | 減碼 |
| Aberdeen Wealth Management LLC | 2,266 | $54.3 萬 | 0.41% | 00.0% | 不變 |
| Chimera Capital Management LLC | 2,268 | $54.3 萬 | 0.15% | +2,268 | 新進 |
| Corton Capital Inc. | 2,272 | $54.4 萬 | 0.45% | +2,272 | 新進 |
| W Advisors, LLC | 2,282 | $54.7 萬 | 0.46% | −266−10.4% | 減碼 |
| Mechanics Financial Corp | 2,300 | $55.1 萬 | 0.33% | 00.0% | 不變 |
| Marion Wealth Management | 2,303 | $55.2 萬 | 0.23% | +59+2.6% | 加碼 |
| Day & Ennis, LLC | 2,307 | $55.3 萬 | 0.21% | +2+0.1% | 加碼 |
| Pitcairn Co | 2,314 | $55.4 萬 | 0.06% | −35−1.5% | 減碼 |
| Accredited Investors Inc. | 2,330 | $55.8 萬 | 0.05% | +65+2.9% | 加碼 |
| Athena Investment Management | 2,339 | $56.0 萬 | 0.41% | +33+1.4% | 加碼 |
| Hotaling Investment Management, LLC | 2,342 | $56.1 萬 | 0.25% | −29−1.2% | 減碼 |
| Tilt Investment Management Holdings, PBC | 2,353 | $56.4 萬 | 0.48% | +2,353 | 新進 |
| Bath Savings Trust Co | 2,355 | $56.4 萬 | 0.07% | +38+1.6% | 加碼 |
| Prestige Wealth Management Group LLC | 2,356 | $56.4 萬 | 0.15% | +81+3.6% | 加碼 |
| Advisors Management Group Inc | 2,361 | $56.6 萬 | 0.21% | 00.0% | 不變 |
| Garner Asset Management Corp | 2,365 | $56.7 萬 | 0.28% | +6+0.3% | 加碼 |
| Wimmer Associates 1, LLC | 2,371 | $56.8 萬 | 0.37% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 2,382 | $57.1 萬 | 0.13% | −3−0.1% | 減碼 |
| Quadrant Private Wealth Management, LLC | 2,384 | $57.1 萬 | 0.19% | +2,384 | 新進 |
| Fiduciary Group LLC | 2,395 | $57.4 萬 | 0.08% | +90+3.9% | 加碼 |
| Ocean Capital Management, LLC | 2,400 | $57.5 萬 | 0.33% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,402 | $57.5 萬 | 0.00% | −17,563−88.0% | 減碼 |
| Hunter Associates Investment Management LLC | 2,399 | $57.5 萬 | 0.14% | +10.0% | 加碼 |
| Regent Investment Management LLC | 2,400 | $57.5 萬 | 0.15% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 2,404 | $57.6 萬 | 0.05% | +189+8.5% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,406 | $57.6 萬 | 0.04% | −53−2.2% | 減碼 |
| Clarus Group, Inc. | 2,411 | $57.7 萬 | 0.51% | +3+0.1% | 加碼 |
| Magnus Financial Group LLC | 2,415 | $57.9 萬 | 0.09% | +289+13.6% | 加碼 |
| First Citizens Financial Corp | 2,415 | $57.9 萬 | 0.50% | −20−0.8% | 減碼 |
| Hexagon Capital Partners LLC | 2,423 | $58.0 萬 | 0.17% | −387−13.8% | 減碼 |
| Joel Isaacson & Co., LLC | 2,424 | $58.1 萬 | 0.04% | +2+0.1% | 加碼 |
| United Bank | 2,425 | $58.1 萬 | 0.08% | −3,600−59.8% | 減碼 |
| Missouri Trust & Investment Co | 2,424 | $58.1 萬 | 0.35% | +360+17.4% | 加碼 |
| Stonebridge Capital Advisors LLC | 2,426 | $58.1 萬 | 0.07% | −273−10.1% | 減碼 |
| IFG Advisory, LLC | 2,458 | $58.9 萬 | 0.06% | −276−10.1% | 減碼 |
| Trillium Asset Management, LLC | 2,460 | $58.9 萬 | 0.02% | 00.0% | 不變 |
| Clear Street Markets LLC | 2,457 | $58.9 萬 | 0.12% | +457+22.9% | 加碼 |
| Opes Wealth Management LLC | 2,460 | $58.9 萬 | 0.21% | −206−7.7% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 2,467 | $59.1 萬 | 0.19% | +2,467 | 新進 |
| Full Sail Capital, LLC | 2,470 | $59.2 萬 | 0.06% | −17−0.7% | 減碼 |
| Concord Wealth Partners | 2,475 | $59.3 萬 | 0.18% | −75−2.9% | 減碼 |
| Claris Advisors, LLC | 2,491 | $59.7 萬 | 0.57% | +12+0.5% | 加碼 |
| Lion Street Advisors, LLC | 2,929 | $59.8 萬 | 0.31% | +5+0.2% | 加碼 |
| 180 Wealth Advisors, LLC | 2,280 | $59.8 萬 | 0.14% | −120−5.0% | 減碼 |
| Kercheville Advisors, LLC | 2,500 | $59.9 萬 | 0.41% | −700−21.9% | 減碼 |
| E&G Advisors, LP | 2,500 | $59.9 萬 | 0.23% | −400−13.8% | 減碼 |
| Slocum, Gordon & Co LLP | 2,500 | $59.9 萬 | 0.39% | +2,500 | 新進 |
| Sippican Capital Advisors | 2,500 | $59.9 萬 | 0.57% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 2,504 | $60.0 萬 | 0.04% | +2,504 | 新進 |
| Well Done, LLC | 2,850 | $60.0 萬 | 0.13% | +19+0.7% | 加碼 |
| Platform Technology Partners | 2,506 | $60.0 萬 | 0.31% | −36−1.4% | 減碼 |
| Bordeaux Wealth Advisors LLC | 2,510 | $60.1 萬 | 0.33% | −134−5.1% | 減碼 |
| BOS Asset Management, LLC | 2,513 | $60.2 萬 | 0.54% | +2,513 | 新進 |
| Seelaus Asset Management LLC | 2,526 | $60.5 萬 | 0.45% | 00.0% | 不變 |
| Saxon Interests, Inc. | 2,456 | $60.6 萬 | 0.35% | +21+0.9% | 加碼 |
| Lavaca Capital LLC | 2,820 | $61.0 萬 | 0.24% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 2,555 | $61.2 萬 | 0.36% | +10.0% | 加碼 |
| Heritage Wealth Advisors | 2,556 | $61.2 萬 | 0.04% | 00.0% | 不變 |
| Intrua Financial, LLC | 2,503 | $61.5 萬 | 0.14% | +793+46.4% | 加碼 |
| Security National Bank | 2,582 | $61.9 萬 | 0.17% | 00.0% | 不變 |
| Castleark Management LLC | 2,590 | $62.0 萬 | 0.03% | 00.0% | 不變 |
| Redwood Wealth Management Group, LLC | 2,591 | $62.1 萬 | 0.77% | +2,591 | 新進 |
| Allegheny Financial Group LTD | 2,594 | $62.1 萬 | 0.26% | −10−0.4% | 減碼 |
| Range Financial Group LLC | 2,600 | $62.3 萬 | 0.42% | +819+46.0% | 加碼 |
| Cantor Fitzgerald, L. P. | 2,600 | $62.3 萬 | 0.01% | +2,600 | 新進 |
| Armstrong Advisory Group, Inc | 2,624 | $62.9 萬 | 0.08% | +2,624 | 新進 |
| Harbor Investment Advisory, LLC | 2,627 | $62.9 萬 | 0.10% | −923−26.0% | 減碼 |
| Peoples Financial Services Corp. | 2,628 | $63.0 萬 | 0.29% | +25+1.0% | 加碼 |
| Mendel Money Management | 2,637 | $63.2 萬 | 0.36% | 00.0% | 不變 |
| PrairieView Partners, LLC | 2,641 | $63.2 萬 | 0.09% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 2,640 | $63.2 萬 | 0.03% | +119+4.7% | 加碼 |
| Northstar Group, Inc. | 2,646 | $63.4 萬 | 0.18% | −85−3.1% | 減碼 |
| Intrust Bank NA | 2,662 | $63.8 萬 | 0.09% | −95−3.4% | 減碼 |
| Carret Asset Management, LLC | 2,664 | $63.8 萬 | 0.09% | −4−0.1% | 減碼 |
| LCNB Corp | 2,667 | $63.9 萬 | 0.30% | 00.0% | 不變 |
| Benjamin Edwards Inc | 2,670 | $64.0 萬 | 0.17% | +204+8.3% | 加碼 |
| Live Oak Investment Partners | – | $64.4 萬 | 0.59% | – | 新進 |
| Pine Haven Investment Counsel, Inc | 2,695 | $64.6 萬 | 0.71% | +73+2.8% | 加碼 |
| Fernwood Investment Management, LLC | 2,697 | $64.6 萬 | 0.27% | −100−3.6% | 減碼 |