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 |
|---|---|---|---|---|---|
| Windsor Group LTD | 4,306 | $107.2 萬 | 0.22% | +6+0.1% | 加碼 |
| Sawtooth Solutions, LLC | 4,465 | $107.0 萬 | 0.15% | +562+14.4% | 加碼 |
| Old West Investment Management, LLC | 4,458 | $106.8 萬 | 0.67% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 4,441 | $106.4 萬 | 0.13% | −112−2.5% | 減碼 |
| Forum Financial Management, LP | 4,436 | $106.3 萬 | 0.04% | −5−0.1% | 減碼 |
| Choate Investment Advisors | 4,422 | $105.9 萬 | 0.06% | −50−1.1% | 減碼 |
| Optimum Investment Advisors | 4,420 | $105.9 萬 | 0.57% | −100−2.2% | 減碼 |
| High Falls Advisors, Inc | 4,418 | $105.8 萬 | 0.33% | +5+0.1% | 加碼 |
| CoreCap Advisors, LLC | 4,404 | $105.5 萬 | 0.08% | −493−10.1% | 減碼 |
| Wealthspire Advisors, LLC | 4,391 | $105.2 萬 | 0.02% | +1,924+78.0% | 加碼 |
| Acorn Wealth Advisors, LLC | 4,387 | $105.1 萬 | 0.81% | +33+0.8% | 加碼 |
| Epoch Investment Partners, Inc. | 4,378 | $104.9 萬 | 0.01% | −445−9.2% | 減碼 |
| Laffer Tengler Investments | 4,374 | $104.8 萬 | 0.30% | −703−13.8% | 減碼 |
| Symmetry Partners, LLC | 4,340 | $104.0 萬 | 0.06% | −1,343−23.6% | 減碼 |
| Burke & Herbert Bank & Trust Co | 4,340 | $104.0 萬 | 0.77% | −8−0.2% | 減碼 |
| Peregrine Asset Advisers, Inc. | 4,325 | $103.6 萬 | 1.10% | +2,485+135.1% | 加碼 |
| Kovack Advisors, Inc. | 4,325 | $103.6 萬 | 0.15% | −556−11.4% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 4,311 | $103.3 萬 | 0.31% | +19+0.4% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,310 | $103.3 萬 | 0.25% | +8+0.2% | 加碼 |
| RS Crum Inc. | 4,305 | $103.1 萬 | 0.48% | 00.0% | 不變 |
| waypoint wealth counsel | 4,305 | $103.1 萬 | 0.83% | +4,305 | 新進 |
| Sit Investment Associates Inc | 4,300 | $103.0 萬 | 0.03% | 00.0% | 不變 |
| Cypress Capital Group | 4,294 | $102.9 萬 | 0.16% | +159+3.8% | 加碼 |
| Transcend Wealth Collective, LLC | 4,291 | $102.8 萬 | 0.11% | −227−5.0% | 減碼 |
| Summit Financial Group Inc | 4,261 | $102.1 萬 | 0.40% | −10−0.2% | 減碼 |
| Flputnam Investment Management Co | 4,258 | $102.0 萬 | 0.04% | +16+0.4% | 加碼 |
| Birinyi Associates Inc | 4,250 | $101.8 萬 | 0.49% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 4,248 | $101.8 萬 | 0.16% | −144−3.3% | 減碼 |
| CoreFirst Bank & Trust | 4,238 | $101.5 萬 | 0.77% | −1,021−19.4% | 減碼 |
| Penobscot Wealth Management | 4,228 | $101.3 萬 | 0.88% | +46+1.1% | 加碼 |
| Sutton Wealth Advisors Inc. | 4,225 | $101.2 萬 | 0.39% | −330−7.2% | 減碼 |
| Warren Averett Asset Management, LLC | 4,224 | $101.2 萬 | 0.06% | +466+12.4% | 加碼 |
| Solstein Capital, LLC | 4,214 | $101.0 萬 | 0.84% | −55−1.3% | 減碼 |
| Birch Hill Investment Advisors LLC | 4,214 | $101.0 萬 | 0.06% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 4,212 | $100.9 萬 | 0.39% | −160−3.7% | 減碼 |
| Trustmark National Bank Trust Department | 4,202 | $100.7 萬 | 0.09% | +144+3.5% | 加碼 |
| Southeast Asset Advisors Inc. | 4,187 | $100.3 萬 | 0.16% | +8+0.2% | 加碼 |
| Curated Wealth Partners LLC | 4,186 | $100.3 萬 | 0.24% | +465+12.5% | 加碼 |
| Perigon Wealth Management, LLC | 4,179 | $100.1 萬 | 0.06% | +1,248+42.6% | 加碼 |
| PSI Advisors, LLC | 4,178 | $100.1 萬 | 0.53% | −1,058−20.2% | 減碼 |
| Gilbert & Cook, Inc. | 4,173 | $100.0 萬 | 0.18% | +55+1.3% | 加碼 |
| Seeyond | 4,169 | $99.9 萬 | 0.10% | −191−4.4% | 減碼 |
| RMB Capital Management, LLC | 4,164 | $99.8 萬 | 0.04% | −94−2.2% | 減碼 |
| 9258 Wealth Management, LLC | 4,157 | $99.6 萬 | 0.22% | +847+25.6% | 加碼 |
| IVC Wealth Advisors LLC | 4,156 | $99.6 萬 | 0.73% | +17+0.4% | 加碼 |
| Lindbrook Capital, LLC | 4,156 | $99.6 萬 | 0.12% | +297+7.7% | 加碼 |
| Aaron Wealth Advisors | 4,153 | $99.5 萬 | 0.15% | +2,133+105.6% | 加碼 |
| Chicago Capital, LLC | 4,135 | $99.1 萬 | 0.05% | 00.0% | 不變 |
| Advisory Alpha, LLC | 4,123 | $98.8 萬 | 0.07% | −45−1.1% | 減碼 |
| RFP Financial Group LLC | 4,120 | $98.7 萬 | 0.44% | +4,120 | 新進 |
| Confluence Wealth Services, Inc. | 4,118 | $98.6 萬 | 0.26% | −97−2.3% | 減碼 |
| Woodward Diversified Capital, LLC | 4,112 | $98.5 萬 | 0.79% | +44+1.1% | 加碼 |
| Navellier & Associates Inc | 4,100 | $98.2 萬 | 0.20% | +100+2.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,096 | $98.1 萬 | 0.17% | +220+5.7% | 加碼 |
| Mayflower Financial Advisors, LLC | 4,087 | $97.9 萬 | 0.14% | +40+1.0% | 加碼 |
| SageView Advisory Group, LLC | 4,083 | $97.8 萬 | 0.08% | +4,083 | 新進 |
| Fairview Capital Investment Management, LLC | 4,068 | $97.5 萬 | 0.07% | −44−1.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,053 | $97.1 萬 | 0.15% | +632+18.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 4,053 | $97.1 萬 | 0.07% | −539−11.7% | 減碼 |
| Washington Trust Co | 4,035 | $96.7 萬 | 0.05% | −6−0.1% | 減碼 |
| Puzo Michael J | 4,025 | $96.4 萬 | 0.35% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 4,021 | $96.3 萬 | 0.49% | +91+2.3% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 4,020 | $96.3 萬 | 0.75% | 00.0% | 不變 |
| Lantz Financial LLC | 4,009 | $96.0 萬 | 0.44% | +130+3.4% | 加碼 |
| Graham Capital Management, L.P. | 4,004 | $95.9 萬 | 0.04% | +1,023+34.3% | 加碼 |
| Menard Financial Group LLC | 4,004 | $95.9 萬 | 2.29% | −78−1.9% | 減碼 |
| Montis Financial, LLC | 4,003 | $95.9 萬 | 0.81% | 00.0% | 不變 |
| Caption Management, LLC | 4,000 | $95.8 萬 | 0.16% | +4,000 | 新進 |
| AlphaStar Capital Management, LLC | 3,999 | $95.8 萬 | 0.10% | −420−9.5% | 減碼 |
| Saybrook Capital | 4,000 | $95.8 萬 | 0.32% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 3,994 | $95.7 萬 | 0.70% | −208−5.0% | 減碼 |
| RNC Capital Management LLC | 3,991 | $95.6 萬 | 0.05% | −1,445−26.6% | 減碼 |
| Telos Capital Management, Inc. | 3,989 | $95.6 萬 | 0.14% | −51−1.3% | 減碼 |
| Toth Financial Advisory Corp | 3,983 | $95.4 萬 | 0.15% | +1,173+41.7% | 加碼 |
| Live Oak Private Wealth LLC | 3,981 | $95.4 萬 | 0.20% | 00.0% | 不變 |
| Werlinich Asset Management, LLC | 3,975 | $95.2 萬 | 0.88% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 3,971 | $95.1 萬 | 0.67% | +23+0.6% | 加碼 |
| XR Securities LLC | 3,970 | $95.1 萬 | 1.13% | +343+9.5% | 加碼 |
| SNS Financial Group, LLC | 3,970 | $95.1 萬 | 0.13% | +108+2.8% | 加碼 |
| Argent Advisors, Inc. | 3,967 | $95.0 萬 | 0.49% | −72−1.8% | 減碼 |
| Journey Advisory Group, LLC | 3,966 | $95.0 萬 | 0.24% | −200−4.8% | 減碼 |
| Rational Advisors LLC | 3,963 | $94.9 萬 | 0.08% | −1,800−31.2% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 3,945 | $94.5 萬 | 1.27% | +200+5.3% | 加碼 |
| Norwood Financial Corp | 3,920 | $93.9 萬 | 1.48% | −10−0.3% | 減碼 |
| Visionary Wealth Advisors | 3,908 | $93.6 萬 | 0.09% | +857+28.1% | 加碼 |
| Farmers National Bank | 3,898 | $93.4 萬 | 0.33% | −30−0.8% | 減碼 |
| Field & Main Bank | 3,898 | $93.4 萬 | 0.60% | −20−0.5% | 減碼 |
| Nwam LLC | 3,877 | $92.9 萬 | 0.08% | −167−4.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 3,549 | $92.8 萬 | 0.01% | +292+9.0% | 加碼 |
| Cim Investment Mangement Inc | 3,872 | $92.8 萬 | 0.37% | −104−2.6% | 減碼 |
| ZWJ Investment Counsel Inc | 3,861 | $92.5 萬 | 0.05% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 3,860 | $92.5 萬 | 0.33% | −193−4.8% | 減碼 |
| Xcel Wealth Management, LLC | 3,835 | $91.9 萬 | 0.36% | 00.0% | 不變 |
| CRA Financial Services, LLC | 3,832 | $91.8 萬 | 0.30% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,830 | $91.7 萬 | 0.10% | +678+21.5% | 加碼 |
| Worth Financial Advisory Group, LLC | 3,827 | $91.7 萬 | 1.07% | +3,827 | 新進 |
| Patriot Investment Management Inc. | 3,464 | $91.6 萬 | 0.08% | −861−19.9% | 減碼 |
| Courier Capital LLC | 3,812 | $91.3 萬 | 0.11% | −27−0.7% | 減碼 |
| US Asset Management LLC | 3,802 | $91.1 萬 | 0.98% | +3,802 | 新進 |
| Kowal Investment Group, LLC | 3,799 | $91.0 萬 | 0.27% | +412+12.2% | 加碼 |