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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 34,490 | $826.3 萬 | 0.41% | −4,181−10.8% | 減碼 |
| Shelter Mutual Insurance Co | 34,200 | $819.3 萬 | 2.35% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 33,834 | $810.5 萬 | 2.68% | −11,915−26.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 33,786 | $809.4 萬 | 0.05% | +33,786 | 新進 |
| Louisiana State Employees Retirement System | 33,600 | $804.9 萬 | 0.22% | −200−0.6% | 減碼 |
| Welch Group, LLC | 33,421 | $800.6 萬 | 0.46% | +385+1.2% | 加碼 |
| Bokf, NA | 33,109 | $793.2 萬 | 0.15% | −1,303−3.8% | 減碼 |
| Brookstone Capital Management | 31,486 | $783.5 萬 | 0.16% | −105−0.3% | 減碼 |
| Pearl River Capital, LLC | 32,550 | $779.8 萬 | 1.32% | +6,207+23.6% | 加碼 |
| Rafferty Asset Management, LLC | 32,005 | $766.7 萬 | 0.06% | +15,179+90.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 31,704 | $759.5 萬 | 0.18% | −4,718−13.0% | 減碼 |
| Longbow Finance SA | 31,295 | $749.7 萬 | 1.01% | +31,295 | 新進 |
| Segall Bryant & Hamill, LLC | 30,649 | $734.2 萬 | 0.08% | −265−0.9% | 減碼 |
| JustInvest LLC | 30,578 | $732.5 萬 | 0.30% | +8,106+36.1% | 加碼 |
| Becker Capital Management Inc | 30,407 | $728.4 萬 | 0.34% | −15,420−33.6% | 減碼 |
| Consolidated Planning Corp | 30,296 | $725.8 萬 | 2.01% | +595+2.0% | 加碼 |
| Dodge & Cox | 30,049 | $719.9 萬 | 0.00% | −1,388−4.4% | 減碼 |
| HB Wealth Management, LLC | 30,040 | $719.6 萬 | 0.13% | +2,154+7.7% | 加碼 |
| Ameritas Advisory Services, LLC | 30,038 | $719.6 萬 | 0.33% | +11,904+65.6% | 加碼 |
| Kanawha Capital Management LLC | 29,677 | $710.9 萬 | 0.70% | −72−0.2% | 減碼 |
| Cannell Peter B & Co Inc | 29,558 | $708.1 萬 | 0.25% | −1,124−3.7% | 減碼 |
| Gluskin Sheff & Assoc Inc | 29,386 | $704.0 萬 | 0.40% | +247+0.8% | 加碼 |
| Metropolitan Life Insurance Co | 29,367 | $703.5 萬 | 0.31% | −2,063−6.6% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 29,345 | $703.0 萬 | 0.18% | +1,744+6.3% | 加碼 |
| German American Bancorp, Inc. | 29,124 | $697.7 萬 | 1.10% | +197+0.7% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 28,689 | $687.3 萬 | 0.26% | +28,689 | 新進 |
| Eagle Global Advisors LLC | 28,535 | $683.6 萬 | 0.47% | −135−0.5% | 減碼 |
| Lyell Wealth Management, LP | 28,463 | $681.9 萬 | 1.08% | +8,028+39.3% | 加碼 |
| Avantax Advisory Services, Inc. | 28,373 | $679.7 萬 | 0.09% | +1,901+7.2% | 加碼 |
| Ethic Inc. | 28,271 | $677.3 萬 | 0.37% | +13,845+96.0% | 加碼 |
| Consolidated Capital Management, LLC | 28,141 | $674.2 萬 | 4.02% | −1,689−5.7% | 減碼 |
| Welch & Forbes LLC | 27,988 | $670.5 萬 | 0.12% | −61−0.2% | 減碼 |
| Miracle Mile Advisors, LLC | 27,923 | $668.9 萬 | 0.23% | +768+2.8% | 加碼 |
| Integris Wealth Management, LLC | 27,808 | $666.2 萬 | 2.60% | +27,808 | 新進 |
| Spinnaker Trust | 27,724 | $664.2 萬 | 0.52% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 27,564 | $660.3 萬 | 0.27% | +24+0.1% | 加碼 |
| Pinnacle Financial Partners Inc | 27,303 | $654.1 萬 | 0.19% | +6,290+29.9% | 加碼 |
| Oak Harvest Investment Services | 26,929 | $645.1 萬 | 1.68% | −9,123−25.3% | 減碼 |
| Silver Oak Securities, Inc | 26,913 | $644.7 萬 | 1.21% | +4,147+18.2% | 加碼 |
| Barometer Capital Management Inc. | 26,961 | $642.8 萬 | 1.90% | +26,961 | 新進 |
| Signet Financial Management, LLC | 26,686 | $639.3 萬 | 1.14% | −91−0.3% | 減碼 |
| Uniplan Investment Counsel, Inc. | 26,657 | $638.6 萬 | 0.45% | −671−2.5% | 減碼 |
| Addenda Capital Inc. | 26,574 | $636.6 萬 | 0.28% | −345−1.3% | 減碼 |
| Sigma Investment Counselors Inc | 26,500 | $634.8 萬 | 0.52% | −974−3.5% | 減碼 |
| Logan Capital Management Inc | 26,458 | $633.8 萬 | 0.33% | +13,085+97.8% | 加碼 |
| Independent Wealth Network Inc. | 26,419 | $632.9 萬 | 4.33% | −45−0.2% | 減碼 |
| Financial Partners Group, LLC | 26,296 | $630.0 萬 | 3.72% | +26,296 | 新進 |
| Kestra Private Wealth Services, LLC | 26,087 | $624.9 萬 | 0.32% | −3,189−10.9% | 減碼 |
| First Financial Bank - Trust Division | 26,066 | $624.5 萬 | 0.67% | −3,319−11.3% | 減碼 |
| Koshinski Asset Management, Inc. | 25,986 | $622.5 萬 | 0.60% | −684−2.6% | 減碼 |
| La Banque Postale Asset Management SA | 25,961 | $621.9 萬 | 0.18% | +25,961 | 新進 |
| Money Concepts Capital Corp | 25,955 | $621.8 萬 | 0.28% | +3,379+15.0% | 加碼 |
| Veritable, L.P. | 25,915 | $620.8 萬 | 0.11% | +3,872+17.6% | 加碼 |
| Banque Cantonale Vaudoise | 25,837 | $619.0 萬 | 0.32% | −6,590−20.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 25,729 | $616.4 萬 | 0.15% | +465+1.8% | 加碼 |
| Northwest Investment Counselors, LLC | 25,543 | $611.9 萬 | 1.77% | +203+0.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 46,947 | $608.4 萬 | 0.02% | +489+1.1% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 25,286 | $605.8 萬 | 0.63% | −4,071−13.9% | 減碼 |
| ARS Wealth Advisors Group, LLC | 25,151 | $602.5 萬 | 0.99% | −1,925−7.1% | 減碼 |
| Aull & Monroe Investment Management Corp | 25,145 | $602.4 萬 | 3.00% | −330−1.3% | 減碼 |
| PGGM Investments | 25,075 | $600.7 萬 | 0.11% | +7,070+39.3% | 加碼 |
| Andra AP-fonden | 25,000 | $598.9 萬 | 0.18% | −6,700−21.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 24,934 | $597.3 萬 | 0.27% | −51−0.2% | 減碼 |
| New Mexico Educational Retirement Board | 24,802 | $594.2 萬 | 0.32% | −2,500−9.2% | 減碼 |
| Wesbanco Bank Inc | 24,314 | $582.5 萬 | 0.26% | +15,190+166.5% | 加碼 |
| Biechele Royce Advisors | 24,309 | $582.3 萬 | 2.37% | −420−1.7% | 減碼 |
| Sigma Planning Corp | 24,248 | $580.9 萬 | 0.21% | −7,433−23.5% | 減碼 |
| American National Bank | 24,207 | $579.9 萬 | 1.19% | −1,573−6.1% | 減碼 |
| Savant Capital, LLC | 25,162 | $577.6 萬 | 0.14% | +12,251+94.9% | 加碼 |
| National Asset Management, Inc. | 24,080 | $576.9 萬 | 0.16% | −238−1.0% | 減碼 |
| Fusion Capital, LLC | 24,064 | $576.5 萬 | 3.40% | +463+2.0% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 24,000 | $574.9 萬 | 0.09% | −90,000−78.9% | 減碼 |
| Massmutual Trust Co FSB | 23,803 | $570.2 萬 | 0.23% | +408+1.7% | 加碼 |
| Paradiem, LLC | 23,678 | $567.2 萬 | 2.10% | −26−0.1% | 減碼 |
| Sandhill Capital Partners LLC | 23,585 | $565.0 萬 | 0.60% | −293−1.2% | 減碼 |
| TownSquare Capital, LLC | 23,520 | $563.4 萬 | 0.14% | +1,404+6.3% | 加碼 |
| Principle Wealth Partners LLC | 23,418 | $561.0 萬 | 0.64% | −1,075−4.4% | 減碼 |
| Hartford Financial Management Inc. | 23,124 | $553.9 萬 | 1.46% | −954−4.0% | 減碼 |
| Monte Financial Group, LLC | 22,896 | $548.5 萬 | 2.82% | −2,934−11.4% | 減碼 |
| Community Bank & Trust, Waco, Texas | 22,759 | $545.2 萬 | 1.78% | −92−0.4% | 減碼 |
| Hallmark Capital Management Inc | 22,755 | $545.1 萬 | 0.51% | −2,145−8.6% | 減碼 |
| City Holding Co | 22,575 | $540.8 萬 | 1.01% | −385−1.7% | 減碼 |
| Tiaa, FSB | 22,557 | $540.4 萬 | 0.02% | +335+1.5% | 加碼 |
| Citizens National Bank Trust Department | 22,439 | $537.5 萬 | 1.52% | −475−2.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 22,315 | $534.6 萬 | 0.22% | −56,661−71.7% | 減碼 |
| Wedbush Securities Inc | 22,307 | $534.4 萬 | 0.29% | +22+0.1% | 加碼 |
| NBT Bank N A | 22,236 | $532.7 萬 | 0.78% | −48−0.2% | 減碼 |
| GWM Advisors LLC | 57,983 | $532.4 萬 | 0.14% | +3,219+5.9% | 加碼 |
| Bank of Hawaii | 22,160 | $530.9 萬 | 0.32% | −893−3.9% | 減碼 |
| Meridian Wealth Management, LLC | 22,160 | $530.9 萬 | 0.52% | −1,118−4.8% | 減碼 |
| Highland Capital Management, LLC | 22,121 | $529.9 萬 | 0.37% | +980+4.6% | 加碼 |
| Advisor Partners II, LLC | 22,071 | $528.7 萬 | 0.33% | +2,274+11.5% | 加碼 |
| Raymond James Trust N.A. | 21,951 | $525.8 萬 | 0.18% | +2,662+13.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 21,934 | $525.5 萬 | 0.26% | +190+0.9% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 21,819 | $522.7 萬 | 0.27% | +5,046+30.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 21,799 | $522.2 萬 | 0.34% | +6,082+38.7% | 加碼 |
| Creative Financial Designs Inc | 21,799 | $522.2 萬 | 0.77% | −3,272−13.1% | 減碼 |
| Churchill Management Corp | 21,716 | $520.2 萬 | 0.13% | −15,931−42.3% | 減碼 |
| Viking Fund Management LLC | 21,500 | $515.1 萬 | 1.02% | −8,000−27.1% | 減碼 |
| Moors & Cabot, Inc. | 21,486 | $514.7 萬 | 0.36% | −348−1.6% | 減碼 |