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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 7,126 | $170.7 萬 | 0.57% | +428+6.4% | 加碼 |
| Oarsman Capital, Inc. | 7,106 | $170.2 萬 | 0.87% | −40−0.6% | 減碼 |
| Probity Advisors, Inc. | 7,093 | $169.9 萬 | 0.38% | −297−4.0% | 減碼 |
| Horizon Kinetics Asset Management LLC | 7,038 | $168.6 萬 | 0.03% | −370−5.0% | 減碼 |
| Thompson Siegel & Walmsley LLC | 7,036 | $168.6 萬 | 0.03% | 00.0% | 不變 |
| Columbia Trust Co 01012016 | 7,034 | $168.5 萬 | 0.94% | −632−8.2% | 減碼 |
| Oak Asset Management, LLC | 7,022 | $168.2 萬 | 0.76% | −47−0.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 7,012 | $168.0 萬 | 0.13% | −260−3.6% | 減碼 |
| Clarius Group, LLC | 7,003 | $167.8 萬 | 0.15% | +196+2.9% | 加碼 |
| Franklin Street Advisors Inc | 7,000 | $167.7 萬 | 0.16% | 00.0% | 不變 |
| Gables Capital Management Inc. | 6,995 | $167.6 萬 | 1.22% | −125−1.8% | 減碼 |
| SlateStone Wealth, LLC | 6,986 | $167.4 萬 | 0.40% | +917+15.1% | 加碼 |
| Costello Asset Management, INC | 6,983 | $167.3 萬 | 1.51% | −3,760−35.0% | 減碼 |
| Rockland Trust Co | 6,981 | $167.2 萬 | 0.11% | +2,958+73.5% | 加碼 |
| Parallel Advisors, LLC | 6,969 | $167.0 萬 | 0.07% | +424+6.5% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 6,966 | $166.9 萬 | 1.71% | +345+5.2% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 6,963 | $166.8 萬 | 0.74% | −1,554−18.2% | 減碼 |
| Convergence Investment Partners, LLC | 6,949 | $166.5 萬 | 0.99% | +652+10.4% | 加碼 |
| Valley Brook Capital Group | 6,945 | $166.4 萬 | 1.60% | +15+0.2% | 加碼 |
| Winton Group Ltd | 6,942 | $166.3 萬 | 0.11% | −643−8.5% | 減碼 |
| WR Wealth Planners, LLC | 6,925 | $165.9 萬 | 1.02% | −260−3.6% | 減碼 |
| Main Street Research LLC | 6,914 | $165.6 萬 | 0.40% | +45+0.7% | 加碼 |
| Argus Investors' Counsel, Inc. | 6,860 | $164.3 萬 | 1.32% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 6,833 | $163.7 萬 | 0.04% | +76+1.1% | 加碼 |
| Avantax Planning Partners, Inc. | 6,813 | $163.2 萬 | 0.06% | +28+0.4% | 加碼 |
| Staley Capital Advisers Inc | 6,800 | $162.9 萬 | 0.10% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 5,000 | $162.2 萬 | 0.32% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,766 | $162.1 萬 | 0.12% | +71+1.1% | 加碼 |
| Legacy Bridge, LLC | 6,745 | $161.6 萬 | 1.15% | +85+1.3% | 加碼 |
| Belpointe Asset Management LLC | 6,724 | $161.1 萬 | 0.10% | +2,434+56.7% | 加碼 |
| Inscription Capital, LLC | 6,724 | $161.1 萬 | 0.55% | −1,135−14.4% | 減碼 |
| Resources Management Corp | 6,720 | $161.0 萬 | 0.25% | −2,505−27.2% | 減碼 |
| Bragg Financial Advisors, Inc | 6,720 | $161.0 萬 | 0.10% | −218−3.1% | 減碼 |
| Silverlake Wealth Management LLC | 6,700 | $160.5 萬 | 1.00% | +83+1.3% | 加碼 |
| Ar Asset Management Inc | 6,700 | $160.5 萬 | 0.46% | 00.0% | 不變 |
| Guardian Investment Management | 6,687 | $160.2 萬 | 1.52% | 00.0% | 不變 |
| Coastline Trust Co | 6,598 | $158.1 萬 | 0.24% | −15−0.2% | 減碼 |
| Transamerica Financial Advisors, Inc. | 6,593 | $158.0 萬 | 0.23% | +302+4.8% | 加碼 |
| Redwood Investment Management, LLC | 6,582 | $157.7 萬 | 0.21% | +6,582 | 新進 |
| Thomas White International Ltd | 6,542 | $156.7 萬 | 0.34% | 00.0% | 不變 |
| AIA Group Ltd | 6,533 | $156.5 萬 | 0.10% | −485−6.9% | 減碼 |
| Cigna Investments Inc | 6,468 | $155.0 萬 | 0.32% | −43−0.7% | 減碼 |
| Spreng Capital Management, Inc. | 6,457 | $154.7 萬 | 1.34% | −1,433−18.2% | 減碼 |
| Rothschild Investment Corp | 6,421 | $153.8 萬 | 0.14% | −4−0.1% | 減碼 |
| Ritholtz Wealth Management | 6,419 | $153.8 萬 | 0.09% | −251−3.8% | 減碼 |
| Financial Architects, Inc | 6,366 | $152.5 萬 | 0.25% | −113−1.7% | 減碼 |
| Sargent Investment Group, LLC | 6,358 | $152.3 萬 | 0.47% | +145+2.3% | 加碼 |
| Wade G W & Inc | 6,346 | $152.0 萬 | 0.06% | +281+4.6% | 加碼 |
| We Are One Seven, LLC | 6,345 | $152.0 萬 | 0.15% | +293+4.8% | 加碼 |
| Parsec Financial Management, Inc. | 6,334 | $151.7 萬 | 0.07% | +224+3.7% | 加碼 |
| Graypoint LLC | 6,301 | $151.0 萬 | 0.18% | +416+7.1% | 加碼 |
| River Wealth Advisors LLC | 6,298 | $150.9 萬 | 0.29% | −199−3.1% | 減碼 |
| Washington Trust Bank | 6,277 | $150.4 萬 | 0.17% | −330−5.0% | 減碼 |
| StoneX Group Inc. | 6,248 | $149.7 萬 | 0.18% | −84−1.3% | 減碼 |
| Waldron Private Wealth LLC | 9,120 | $149.6 萬 | 0.09% | 00.0% | 不變 |
| Charles Schwab Trust Co | 6,241 | $149.5 萬 | 0.20% | +1,414+29.3% | 加碼 |
| Cozad Asset Management Inc | 6,238 | $149.4 萬 | 0.21% | +546+9.6% | 加碼 |
| Mattern Wealth Management LLC | 6,235 | $149.4 萬 | 0.60% | 00.0% | 不變 |
| Harris Associates L P大師Oakmark（Harris Associates） | 6,231 | $149.3 萬 | 0.00% | −544−8.0% | 減碼 |
| Garrett Investment Advisors LLC | 6,228 | $149.2 萬 | 0.26% | +2,277+57.6% | 加碼 |
| Watershed Private Wealth LLC | 6,215 | $148.9 萬 | 1.13% | +6,215 | 新進 |
| Personal Capital Advisors Corp | 6,190 | $148.3 萬 | 0.01% | −265−4.1% | 減碼 |
| Essex Savings Bank | 6,161 | $147.6 萬 | 0.52% | −100−1.6% | 減碼 |
| Greenfield Savings Bank | 6,160 | $147.6 萬 | 0.98% | −14−0.2% | 減碼 |
| AMG National Trust Bank | 6,148 | $147.3 萬 | 0.05% | −1,449−19.1% | 減碼 |
| Massachusetts Wealth Management | 5,831 | $147.1 萬 | 1.42% | +5,831 | 新進 |
| Coastal Investment Advisors, Inc. | 6,132 | $146.9 萬 | 0.36% | +36+0.6% | 加碼 |
| Qtron Investments LLC | 6,131 | $146.9 萬 | 0.31% | +668+12.2% | 加碼 |
| XML Financial, LLC | 6,126 | $146.8 萬 | 0.18% | +1,752+40.1% | 加碼 |
| Palumbo Wealth Management LLC | 6,123 | $146.7 萬 | 1.17% | +150+2.5% | 加碼 |
| MidWestOne Financial Group, Inc. | 6,122 | $146.7 萬 | 0.34% | −1,450−19.1% | 減碼 |
| Keudell/Morrison Wealth Management | 6,119 | $146.6 萬 | 0.47% | −22−0.4% | 減碼 |
| Amarillo National Bank | 6,106 | $146.3 萬 | 0.34% | +33+0.5% | 加碼 |
| Investment House LLC | 6,105 | $146.2 萬 | 0.14% | +165+2.8% | 加碼 |
| Titleist Asset Management, Ltd. | 6,101 | $146.2 萬 | 0.34% | −81−1.3% | 減碼 |
| Arkadios Wealth Advisors | 6,097 | $146.1 萬 | 0.19% | +184+3.1% | 加碼 |
| Western Wealth Management, LLC | 6,077 | $145.6 萬 | 0.15% | −3,334−35.4% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 6,064 | $145.3 萬 | 0.18% | −58−0.9% | 減碼 |
| Haverford Trust Co | 6,047 | $144.9 萬 | 0.02% | +237+4.1% | 加碼 |
| Fort Point Capital Partners LLC | 6,034 | $144.6 萬 | 0.25% | −75−1.2% | 減碼 |
| First National Bank Sioux Falls | 5,970 | $143.0 萬 | 1.04% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 5,967 | $142.9 萬 | 2.20% | −110−1.8% | 減碼 |
| Citizens Financial Group Inc | 5,953 | $142.6 萬 | 0.06% | +50+0.8% | 加碼 |
| Beaton Management Co. Inc. | 5,903 | $141.4 萬 | 0.95% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 5,882 | $140.9 萬 | 0.06% | +5+0.1% | 加碼 |
| NorthRock Partners, LLC | 5,878 | $140.8 萬 | 0.16% | +141+2.5% | 加碼 |
| Private Asset Management Inc | 5,874 | $140.7 萬 | 0.24% | −521−8.1% | 減碼 |
| True North Advisors, LLC | 5,867 | $140.5 萬 | 0.48% | +23+0.4% | 加碼 |
| Sequent Asset Management, LLC | 5,861 | $140.4 萬 | 0.95% | 00.0% | 不變 |
| Proequities, Inc. | 5,845 | $140.0 萬 | 0.11% | +506+9.5% | 加碼 |
| Douglas Lane & Associates, LLC | 5,831 | $139.7 萬 | 0.02% | −315−5.1% | 減碼 |
| Aureus Asset Management, LLC | 5,809 | $139.2 萬 | 0.12% | +301+5.5% | 加碼 |
| WMS Partners, LLC | 5,795 | $138.8 萬 | 0.14% | −40−0.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 5,776 | $138.4 萬 | 0.11% | −250−4.1% | 減碼 |
| Duff & Phelps Investment Management Co | 5,775 | $138.3 萬 | 0.02% | 00.0% | 不變 |
| McKinley Capital Management LLC /Delaware | 5,768 | $138.2 萬 | 0.19% | +5,768 | 新進 |
| Alpha DNA Investment Management LLC | 5,732 | $137.3 萬 | 0.73% | +5,732 | 新進 |
| EP Wealth Advisors, LLC | 5,716 | $136.9 萬 | 0.02% | +5,716 | 新進 |
| Orion Portfolio Solutions, LLC | 5,685 | $136.2 萬 | 0.05% | +1,312+30.0% | 加碼 |
| LGT Group Foundation | 5,680 | $136.1 萬 | 0.04% | −5,525−49.3% | 減碼 |