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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 5,658 | $135.5 萬 | 0.14% | −14−0.2% | 減碼 |
| Arete Wealth Advisors, LLC | 5,607 | $134.3 萬 | 0.12% | +1,022+22.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 5,605 | $134.3 萬 | 0.24% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 5,600 | $134.1 萬 | 0.12% | +350+6.7% | 加碼 |
| Centiva Capital, LP | 5,583 | $133.7 萬 | 0.11% | +4,932+757.6% | 加碼 |
| Barber Financial Group, Inc. | 5,581 | $133.7 萬 | 0.37% | +43+0.8% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,580 | $133.7 萬 | 0.10% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 5,566 | $133.3 萬 | 0.36% | −553−9.0% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 5,560 | $133.2 萬 | 0.92% | +60+1.1% | 加碼 |
| M Holdings Securities, Inc. | 5,552 | $133.0 萬 | 0.14% | +53+1.0% | 加碼 |
| Bridges Investment Management Inc | 5,550 | $133.0 萬 | 0.05% | −500−8.3% | 減碼 |
| Cahill Financial Advisors Inc | 5,524 | $132.3 萬 | 0.25% | −251−4.3% | 減碼 |
| Beech Hill Advisors, Inc. | 5,500 | $131.8 萬 | 0.73% | −14,205−72.1% | 減碼 |
| CFM Wealth Partners LLC | 5,498 | $131.7 萬 | 0.39% | −44−0.8% | 減碼 |
| HighTower Trust Services, LTA | 5,498 | $131.6 萬 | 0.13% | +33+0.6% | 加碼 |
| Next Century Growth Investors LLC | 5,479 | $131.3 萬 | 0.16% | −3−0.1% | 減碼 |
| Cladis Investment Advisory, LLC | 5,471 | $131.1 萬 | 1.30% | −12−0.2% | 減碼 |
| Harvest Volatility Management LLC | 5,468 | $131.0 萬 | 0.26% | −1,240−18.5% | 減碼 |
| Comerica Securities,inc. | 5,453 | $130.6 萬 | 0.09% | −7−0.1% | 減碼 |
| Van Strum & Towne Inc. | 5,452 | $130.6 萬 | 0.56% | −40−0.7% | 減碼 |
| Wintrust Investments LLC | 5,429 | $130.1 萬 | 0.17% | +212+4.1% | 加碼 |
| Parkside Financial Bank & Trust | 5,407 | $129.5 萬 | 0.37% | +353+7.0% | 加碼 |
| Independent Financial Group, LLC | 5,399 | $129.3 萬 | 0.11% | −234−4.2% | 減碼 |
| Flaharty Asset Management, LLC | 5,385 | $129.0 萬 | 0.24% | −400−6.9% | 減碼 |
| Garrison Point Advisors, LLC | 5,355 | $128.3 萬 | 1.05% | −15−0.3% | 減碼 |
| IFP Advisors, Inc | 14,853 | $127.6 萬 | 0.04% | −6,120−29.2% | 減碼 |
| SevenBridge Financial Group, LLC | 5,324 | $127.5 萬 | 0.37% | −19−0.4% | 減碼 |
| Sonora Investment Management Group, LLC | 5,323 | $127.5 萬 | 0.12% | +526+11.0% | 加碼 |
| Tempus Wealth Planning, LLC | 5,300 | $127.0 萬 | 0.77% | −343−6.1% | 減碼 |
| SOL Capital Management CO | 5,287 | $126.7 萬 | 0.22% | 00.0% | 不變 |
| Eastern Bank | 5,220 | $125.1 萬 | 0.07% | −233−4.3% | 減碼 |
| RFG Advisory, LLC | 5,023 | $124.4 萬 | 0.06% | −139−2.7% | 減碼 |
| Shepherd Financial Partners LLC | 5,192 | $124.4 萬 | 0.23% | +56+1.1% | 加碼 |
| First Foundation Advisors | 5,185 | $124.2 萬 | 0.06% | −46−0.9% | 減碼 |
| Eudaimonia Partners, LLC | 5,181 | $124.1 萬 | 0.30% | −1,421−21.5% | 減碼 |
| HM Payson & Co | 5,177 | $124.0 萬 | 0.03% | +5+0.1% | 加碼 |
| Alaethes Wealth LLC | 5,173 | $123.9 萬 | 0.85% | −125−2.4% | 減碼 |
| Institute for Wealth Management, LLC. | 5,172 | $123.9 萬 | 0.26% | −104−2.0% | 減碼 |
| South State Corp. | 5,172 | $123.9 萬 | 0.11% | +437+9.2% | 加碼 |
| WD Rutherford LLC | 5,169 | $123.8 萬 | 0.97% | 00.0% | 不變 |
| Interval Partners, LP | 5,150 | $123.4 萬 | 0.10% | +5,150 | 新進 |
| Dynamic Advisor Solutions LLC | 5,143 | $123.2 萬 | 0.08% | −288−5.3% | 減碼 |
| Wolff Financial Management LLC | 5,130 | $122.9 萬 | 0.45% | −205−3.8% | 減碼 |
| Howland Capital Management LLC | 5,128 | $122.8 萬 | 0.08% | 00.0% | 不變 |
| Ballentine Partners, LLC | 5,052 | $121.0 萬 | 0.04% | −131−2.5% | 減碼 |
| TKG Advisors, LLC | 5,041 | $120.8 萬 | 0.80% | −881−14.9% | 減碼 |
| Blackhawk Capital Partners LLC. | 5,027 | $120.4 萬 | 0.94% | +5,027 | 新進 |
| Gamble Jones Investment Counsel | 5,018 | $120.2 萬 | 0.09% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 4,980 | $119.3 萬 | 0.38% | +4,980 | 新進 |
| Vident Investment Advisory, LLC | 4,974 | $119.2 萬 | 0.04% | +1,138+29.7% | 加碼 |
| Csenge Advisory Group | 4,961 | $118.8 萬 | 0.09% | −1,492−23.1% | 減碼 |
| Diligent Investors, LLC | 4,941 | $118.4 萬 | 0.39% | +20.0% | 加碼 |
| Canada Pension Plan Investment Board | 4,920 | $117.9 萬 | 0.00% | −214,927−97.8% | 減碼 |
| Continuum Advisory, LLC | 4,913 | $117.7 萬 | 0.21% | −3,488−41.5% | 減碼 |
| KG&L Capital Management,LLC | 4,905 | $117.5 萬 | 0.68% | −10,040−67.2% | 減碼 |
| Byrne Asset Management LLC | 4,872 | $116.7 萬 | 0.85% | −584−10.7% | 減碼 |
| Indiana Trust & Investment Management CO | 4,870 | $116.7 萬 | 0.66% | +954+24.4% | 加碼 |
| Centaurus Financial, Inc. | 4,857 | $116.4 萬 | 0.11% | −779−13.8% | 減碼 |
| Biltmore Family Office, LLC | 4,854 | $116.3 萬 | 0.24% | +442+10.0% | 加碼 |
| Woodmont Investment Counsel LLC | 4,848 | $116.1 萬 | 0.13% | −100−2.0% | 減碼 |
| Q3 Asset Management | 4,830 | $115.7 萬 | 0.78% | +4,830 | 新進 |
| Beacon Investment Advisors LLC | 4,824 | $115.6 萬 | 0.97% | +4,824 | 新進 |
| Garde Capital, Inc. | 4,811 | $115.3 萬 | 0.14% | 00.0% | 不變 |
| Adviser Investments LLC | 4,594 | $115.2 萬 | 0.03% | −1,193−20.6% | 減碼 |
| Sound Financial Strategies Group, LLC | 4,807 | $115.2 萬 | 0.84% | +4,807 | 新進 |
| Vigilant Capital Management, LLC | 4,797 | $114.9 萬 | 0.10% | +302+6.7% | 加碼 |
| Good Life Advisors, LLC | 4,792 | $114.8 萬 | 0.16% | −181−3.6% | 減碼 |
| Fort Pitt Capital Group, LLC | 4,790 | $114.7 萬 | 0.05% | 00.0% | 不變 |
| Schear Investment Advisers, LLC | 4,786 | $114.7 萬 | 1.41% | +4,786 | 新進 |
| Investment Partners, Ltd. | 4,785 | $114.6 萬 | 0.61% | −4,469−48.3% | 減碼 |
| Widmann Financial Services, Inc. | 4,785 | $114.6 萬 | 1.20% | +196+4.3% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,785 | $114.6 萬 | 0.81% | +4,785 | 新進 |
| Diamant Asset Management, Inc. | 4,777 | $114.4 萬 | 1.03% | −30−0.6% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,749 | $113.8 萬 | 0.40% | +37+0.8% | 加碼 |
| Farmers Trust Co | 4,740 | $113.6 萬 | 0.25% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 4,737 | $113.5 萬 | 0.06% | −80−1.7% | 減碼 |
| Shell Asset Management Co | 4,735 | $113.4 萬 | 0.05% | −12,148−72.0% | 減碼 |
| West Oak Capital, LLC | 4,715 | $113.0 萬 | 0.59% | +500+11.9% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,713 | $112.9 萬 | 0.05% | −287−5.7% | 減碼 |
| Brighton Jones LLC | 4,680 | $112.1 萬 | 0.07% | +1,116+31.3% | 加碼 |
| Nations Financial Group Inc, | 4,653 | $111.5 萬 | 0.13% | −864−15.7% | 減碼 |
| Hilton Capital Management, LLC | 6,783 | $111.3 萬 | 0.15% | 00.0% | 不變 |
| Zhang Financial LLC | 4,641 | $111.2 萬 | 0.14% | +1,397+43.1% | 加碼 |
| Old Mission Investment Co LLC | 4,615 | $110.5 萬 | 0.47% | +172+3.9% | 加碼 |
| Orleans Capital Management Corp | 4,605 | $110.3 萬 | 0.84% | +240+5.5% | 加碼 |
| Bessemer Securities LLC | 4,603 | $110.3 萬 | 0.49% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 4,588 | $109.9 萬 | 0.14% | +438+10.6% | 加碼 |
| Princeton Global Asset Management LLC | 4,585 | $109.8 萬 | 0.36% | −230−4.8% | 減碼 |
| Dana Investment Advisors, Inc. | 4,576 | $109.6 萬 | 0.06% | +518+12.8% | 加碼 |
| Northern Financial Advisors Inc | 4,993 | $109.4 萬 | 1.24% | +4,993 | 新進 |
| Bahl & Gaynor Inc | 4,542 | $108.8 萬 | 0.01% | +209+4.8% | 加碼 |
| City State Bank | 4,528 | $108.5 萬 | 0.67% | −77−1.7% | 減碼 |
| Wright Investors Service Inc | 4,523 | $108.4 萬 | 0.31% | −301−6.2% | 減碼 |
| Harbour Investments, Inc. | 4,515 | $108.2 萬 | 0.07% | +635+16.4% | 加碼 |
| Westhampton Capital, LLC | 4,510 | $108.0 萬 | 0.73% | −15−0.3% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,458 | $107.9 萬 | 0.30% | +264+6.3% | 加碼 |
| BancorpSouth Bank | 4,495 | $107.7 萬 | 0.10% | 00.0% | 不變 |
| World Equity Group, Inc. | 4,492 | $107.6 萬 | 0.26% | −76−1.7% | 減碼 |
| Am Investment Strategies LLC | 4,481 | $107.4 萬 | 0.38% | −7−0.2% | 減碼 |
| Heck Capital Advisors, LLC | 4,475 | $107.2 萬 | 0.21% | +35+0.8% | 加碼 |