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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 3,799 | $91.0 萬 | 0.14% | +102+2.8% | 加碼 |
| Gradient Investments LLC | 3,797 | $91.0 萬 | 0.03% | −111−2.8% | 減碼 |
| Patten & Patten Inc | 3,794 | $90.9 萬 | 0.08% | −155−3.9% | 減碼 |
| Horizon Wealth Management, LLC | 3,779 | $90.5 萬 | 0.74% | +224+6.3% | 加碼 |
| Accurate Wealth Management, LLC | 3,611 | $90.5 萬 | 0.33% | +1,051+41.1% | 加碼 |
| Rehmann Capital Advisory Group | 3,762 | $90.1 萬 | 0.09% | +358+10.5% | 加碼 |
| First County Bank | 3,750 | $89.8 萬 | 0.43% | +3,750 | 新進 |
| Mitchell Capital Management Co | 3,745 | $89.7 萬 | 0.25% | −11,066−74.7% | 減碼 |
| Morse Asset Management, Inc | 3,744 | $89.7 萬 | 0.33% | −200−5.1% | 減碼 |
| Strategic Blueprint, LLC | 3,740 | $89.6 萬 | 0.10% | −78−2.0% | 減碼 |
| Capital Wealth Planning, LLC | 3,740 | $89.6 萬 | 0.01% | −510−12.0% | 減碼 |
| Crawford Investment Counsel Inc | 3,732 | $89.4 萬 | 0.02% | +25+0.7% | 加碼 |
| Circle Wealth Management, LLC | 3,717 | $89.0 萬 | 0.14% | +71+1.9% | 加碼 |
| Montecito Bank & Trust | 3,715 | $89.0 萬 | 0.22% | −19−0.5% | 減碼 |
| DMG Group, LLC | 3,710 | $88.6 萬 | 1.00% | −180−4.6% | 減碼 |
| Foundations Investment Advisors, LLC | 3,681 | $88.2 萬 | 0.04% | +899+32.3% | 加碼 |
| Aspen Investment Management Inc | 3,677 | $88.1 萬 | 0.58% | −250−6.4% | 減碼 |
| Mach-1 Financial Group, Inc. | 3,646 | $87.3 萬 | 0.41% | +3,574+4,963.9% | 加碼 |
| Stratos Wealth Advisors, LLC | 3,640 | $87.2 萬 | 0.07% | −26−0.7% | 減碼 |
| Delta Investment Management, LLC | 3,635 | $87.1 萬 | 0.28% | +5+0.1% | 加碼 |
| J. W. Coons Advisors, LLC | 3,630 | $87.0 萬 | 0.26% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 3,628 | $86.9 萬 | 0.04% | +101+2.9% | 加碼 |
| Source Financial Advisors LLC | 3,626 | $86.9 萬 | 0.33% | −4−0.1% | 減碼 |
| Woodstock Corp | 3,625 | $86.8 萬 | 0.12% | −50−1.4% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,625 | $86.8 萬 | 0.41% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 3,624 | $86.8 萬 | 0.31% | −5−0.1% | 減碼 |
| Claraphi Advisory Network, LLC | 3,612 | $86.5 萬 | 0.34% | +3,612 | 新進 |
| Cynosure Management, LLC | 3,600 | $86.2 萬 | 0.89% | 00.0% | 不變 |
| Gleason Group, Inc. | 3,599 | $86.2 萬 | 0.27% | +19+0.5% | 加碼 |
| Mission Wealth Management, LP | 3,596 | $86.2 萬 | 0.04% | +98+2.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,595 | $86.1 萬 | 0.43% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 3,577 | $85.7 萬 | 0.22% | +3,577 | 新進 |
| Hudson Valley Investment Advisors Inc | 3,576 | $85.7 萬 | 0.13% | −105−2.9% | 減碼 |
| First Manhattan Co | 3,573 | $85.6 萬 | 0.00% | +54+1.5% | 加碼 |
| White Lighthouse Investment Management Inc. | 3,571 | $85.5 萬 | 0.23% | 00.0% | 不變 |
| Taurus Asset Management, LLC | 3,558 | $85.2 萬 | 0.11% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 3,558 | $85.2 萬 | 0.30% | +2+0.1% | 加碼 |
| Regal Investment Advisors LLC | 3,548 | $85.0 萬 | 0.08% | +105+3.0% | 加碼 |
| Altman Advisors, Inc. | 3,383 | $84.8 萬 | 0.52% | +83+2.5% | 加碼 |
| Auxier Asset Management | 3,540 | $84.8 萬 | 0.15% | 00.0% | 不變 |
| Boston Research & Management Inc | 3,542 | $84.8 萬 | 0.26% | 00.0% | 不變 |
| Wedmont Private Capital | 3,400 | $84.6 萬 | 0.13% | +230+7.3% | 加碼 |
| Sentry Investment Management LLC | 3,514 | $84.2 萬 | 0.37% | −181−4.9% | 減碼 |
| Granite Investment Partners, LLC | 3,492 | $83.7 萬 | 0.03% | −1,785−33.8% | 減碼 |
| Vise Technologies, Inc. | 3,481 | $83.4 萬 | 0.26% | +513+17.3% | 加碼 |
| Monticello Wealth Management, LLC | 3,480 | $83.4 萬 | 0.09% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 3,454 | $82.7 萬 | 0.11% | +100+3.0% | 加碼 |
| IPG Investment Advisors LLC | 3,451 | $82.7 萬 | 0.23% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 3,450 | $82.6 萬 | 0.17% | −9,390−73.1% | 減碼 |
| JFS Wealth Advisors, LLC | 3,442 | $82.5 萬 | 0.08% | −1,063−23.6% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,418 | $81.9 萬 | 0.22% | +168+5.2% | 加碼 |
| RIA Advisory Group LLC | 3,508 | $81.9 萬 | 0.47% | +3,508 | 新進 |
| Hancock Whitney Corp | 3,409 | $81.7 萬 | 0.03% | −128−3.6% | 減碼 |
| Laird Norton Trust Company, LLC | 3,410 | $81.7 萬 | 0.12% | +3,410 | 新進 |
| Everett Harris & Co | 3,408 | $81.6 萬 | 0.01% | +206+6.4% | 加碼 |
| Beck Bode, LLC | 3,404 | $81.5 萬 | 0.18% | +774+29.4% | 加碼 |
| Jackson Square Capital, LLC | 3,402 | $81.5 萬 | 0.38% | −97−2.8% | 減碼 |
| Virtue Capital Management, LLC | 3,401 | $81.5 萬 | 0.12% | +3,401 | 新進 |
| Concentric Wealth Management, LLC | 3,400 | $81.5 萬 | 0.28% | −300−8.1% | 減碼 |
| Charter Research & Investment Group, Inc. | 3,400 | $81.5 萬 | 0.78% | 00.0% | 不變 |
| Norway Savings Bank | 3,395 | $81.3 萬 | 0.41% | +165+5.1% | 加碼 |
| Wealth Architects, LLC | 3,391 | $81.2 萬 | 0.15% | −36−1.1% | 減碼 |
| Ballast Advisors LLC | 3,389 | $81.2 萬 | 0.36% | −41−1.2% | 減碼 |
| American Trust | 3,387 | $81.1 萬 | 0.08% | +1,520+81.4% | 加碼 |
| Retirement Planning Co of New England, Inc. | 3,382 | $81.0 萬 | 0.53% | +10+0.3% | 加碼 |
| Friedenthal Financial | 3,380 | $81.0 萬 | 0.56% | +3,380 | 新進 |
| Cooper Financial Group | 3,379 | $81.0 萬 | 0.25% | −138−3.9% | 減碼 |
| Thomasville National Bank | 3,369 | $80.7 萬 | 0.09% | −200−5.6% | 減碼 |
| 44 Wealth Management LLC | 3,364 | $80.6 萬 | 0.28% | −156−4.4% | 減碼 |
| Catalyst Financial Partners LLC | 3,357 | $80.4 萬 | 0.41% | +3,357 | 新進 |
| Morris Retirement Advisors, LLC | 3,355 | $80.4 萬 | 0.63% | −309−8.4% | 減碼 |
| Stiles Financial Services Inc | 3,353 | $80.3 萬 | 0.46% | −312−8.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 3,336 | $79.9 萬 | 0.30% | −50−1.5% | 減碼 |
| Modera Wealth Management, LLC | 3,332 | $79.8 萬 | 0.03% | −164−4.7% | 減碼 |
| Davis R M Inc | 3,332 | $79.8 萬 | 0.02% | −1,171−26.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,332 | $79.8 萬 | 0.21% | +1,763+112.4% | 加碼 |
| Insight Advisors, LLC | 3,330 | $79.6 萬 | 0.28% | −647−16.3% | 減碼 |
| Balentine LLC | 3,319 | $79.5 萬 | 0.03% | +395+13.5% | 加碼 |
| Wealth Management Partners, LLC | 3,000 | $79.5 萬 | 0.66% | −1,000−25.0% | 減碼 |
| Wealth Effects LLC | 3,316 | $79.4 萬 | 0.45% | +201+6.5% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,276 | $78.5 萬 | 0.44% | −23−0.7% | 減碼 |
| Fortem Financial Group, LLC | 3,275 | $78.5 萬 | 0.46% | +144+4.6% | 加碼 |
| Founders Financial Alliance, LLC | 3,272 | $78.4 萬 | 0.36% | +88+2.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,270 | $78.3 萬 | 0.07% | +30+0.9% | 加碼 |
| Clearstead Advisors, LLC | 3,265 | $78.2 萬 | 0.06% | +601+22.6% | 加碼 |
| Sawgrass Asset Management LLC | 3,255 | $78.0 萬 | 0.11% | −13−0.4% | 減碼 |
| Grandview Asset Management LLC | 3,250 | $77.9 萬 | 0.48% | −211−6.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,247 | $77.8 萬 | 0.05% | −600−15.6% | 減碼 |
| Clear Creek Financial Management, LLC | 3,231 | $77.4 萬 | 0.17% | +57+1.8% | 加碼 |
| Deseret Mutual Benefit Administrators | 3,229 | $77.4 萬 | 0.32% | −2,469−43.3% | 減碼 |
| Security Financial Services, INC. | 3,228 | $77.3 萬 | 0.24% | 00.0% | 不變 |
| King Wealth | 3,214 | $77.0 萬 | 0.18% | −89−2.7% | 減碼 |
| Colonial Trust Co | 3,212 | $76.9 萬 | 0.21% | +9+0.3% | 加碼 |
| Trust Co | 3,211 | $76.9 萬 | 0.12% | −61−1.9% | 減碼 |
| Atwood & Palmer Inc | 3,208 | $76.9 萬 | 0.07% | 00.0% | 不變 |
| Rossmore Private Capital | 3,207 | $76.8 萬 | 0.12% | +114+3.7% | 加碼 |
| Banco BTG Pactual S.A. | 3,205 | $76.8 萬 | 0.44% | +3,205 | 新進 |
| Girard Partners Ltd. | 3,201 | $76.7 萬 | 0.09% | +436+15.8% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,167 | $76.0 萬 | 0.67% | +41+1.3% | 加碼 |
| Pathway Financial Advisors LLC | 3,163 | $75.8 萬 | 0.23% | 00.0% | 不變 |