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 |
|---|---|---|---|---|---|
| Knuff & Co LLC | 21,486 | $514.7 萬 | 2.19% | 00.0% | 不變 |
| Ellsworth Advisors, LLC | 20,321 | $513.8 萬 | 1.93% | +20+0.1% | 加碼 |
| LMCG Investments, LLC | 21,386 | $512.3 萬 | 0.36% | +21,386 | 新進 |
| B & T Capital Management DBA Alpha Capital Management | 21,384 | $512.3 萬 | 1.28% | −420−1.9% | 減碼 |
| Pathstone Family Office, LLC | 29,395 | $507.5 萬 | 0.10% | +10,212+53.2% | 加碼 |
| Trinity Legacy Partners, LLC | 21,159 | $506.9 萬 | 2.02% | +988+4.9% | 加碼 |
| Lincoln National Corp | 21,123 | $506.0 萬 | 0.11% | +985+4.9% | 加碼 |
| Searle & Co. | 21,064 | $504.6 萬 | 1.72% | 00.0% | 不變 |
| Neville Rodie & Shaw Inc | 21,044 | $504.2 萬 | 0.47% | −125−0.6% | 減碼 |
| Narwhal Capital Management | 21,032 | $503.8 萬 | 0.67% | −1,235−5.5% | 減碼 |
| Quantinno Capital Management LP | 20,838 | $499.2 萬 | 0.37% | +11,163+115.4% | 加碼 |
| FIL Ltd | 20,780 | $497.8 萬 | 0.01% | +1,468+7.6% | 加碼 |
| Community Bank, N.A. | 20,773 | $497.6 萬 | 0.69% | −110−0.5% | 減碼 |
| Allworth Financial LP | 20,624 | $494.1 萬 | 0.05% | +5,324+34.8% | 加碼 |
| Banque Pictet & Cie SA | 20,619 | $493.9 萬 | 0.05% | −2,558−11.0% | 減碼 |
| Northeast Investment Management | 20,613 | $493.8 萬 | 0.31% | −144−0.7% | 減碼 |
| Financial & Tax Architects, LLC | 19,765 | $493.6 萬 | 1.68% | −4,751−19.4% | 減碼 |
| Family Legacy, Inc. | 19,084 | $493.2 萬 | 2.16% | +167+0.9% | 加碼 |
| Central Bank & Trust Co | 20,492 | $490.9 萬 | 0.93% | +1,016+5.2% | 加碼 |
| Boit C F David | 20,400 | $488.7 萬 | 3.48% | 00.0% | 不變 |
| FORA Capital, LLC | 20,336 | $487.2 萬 | 0.79% | −11,668−36.5% | 減碼 |
| Dakota Wealth Management | 20,296 | $486.2 萬 | 0.35% | −197−1.0% | 減碼 |
| Caldwell Trust Co | 20,287 | $486.0 萬 | 0.69% | +179+0.9% | 加碼 |
| Ieq Capital, LLC | 20,245 | $485.0 萬 | 0.14% | +3,070+17.9% | 加碼 |
| Romano Brothers and Company | 20,187 | $483.6 萬 | 0.73% | −121−0.6% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $481.9 萬 | 4.77% | 00.0% | 不變 |
| Twin Capital Management Inc | 20,042 | $480.1 萬 | 0.62% | −529−2.6% | 減碼 |
| Columbia Asset Management | 19,823 | $474.9 萬 | 1.17% | −414−2.0% | 減碼 |
| Mark Asset Management LP | 19,769 | $473.6 萬 | 1.12% | +19,769 | 新進 |
| Asset Dedication, LLC | 19,727 | $470.9 萬 | 0.48% | +833+4.4% | 加碼 |
| Burney Co | 19,655 | $470.9 萬 | 0.24% | −8,438−30.0% | 減碼 |
| Argyle Capital Management Inc. | 19,635 | $470.4 萬 | 1.62% | −63−0.3% | 減碼 |
| Allstate Corp | 19,591 | $469.3 萬 | 0.14% | +288+1.5% | 加碼 |
| Allstate Investment Management Co | 19,591 | $469.3 萬 | 0.14% | +19,591 | 新進 |
| Retirement Group, LLC | 19,577 | $469.0 萬 | 2.28% | −561−2.8% | 減碼 |
| Bridge Creek Capital Management LLC | 19,576 | $469.0 萬 | 1.83% | −237−1.2% | 減碼 |
| King Luther Capital Management Corp | 19,551 | $468.4 萬 | 0.03% | −779−3.8% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 19,485 | $466.8 萬 | 1.96% | −393−2.0% | 減碼 |
| Crestwood Advisors Group LLC | 19,376 | $464.2 萬 | 0.16% | −22−0.1% | 減碼 |
| Colonial Trust Advisors | 19,363 | $463.9 萬 | 0.57% | +151+0.8% | 加碼 |
| Putnam Investments LLC | 19,286 | $462.0 萬 | 0.01% | −2,185−10.2% | 減碼 |
| Bleakley Financial Group, LLC | 19,263 | $461.5 萬 | 0.17% | +19,263 | 新進 |
| Buckingham Strategic Wealth, LLC | 19,201 | $460.0 萬 | 0.08% | +1,168+6.5% | 加碼 |
| BKD Wealth Advisors, LLC | 19,133 | $458.4 萬 | 0.16% | −700−3.5% | 減碼 |
| Mathes Company, Inc. | 18,128 | $454.3 萬 | 2.29% | −40−0.2% | 減碼 |
| Summitry LLC | 18,927 | $453.4 萬 | 0.33% | +80.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,919 | $453.2 萬 | 0.39% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 18,864 | $451.9 萬 | 0.37% | −1,160−5.8% | 減碼 |
| Reliant Investment Management, LLC | 18,855 | $451.7 萬 | 2.69% | −870−4.4% | 減碼 |
| Ipswich Investment Management Co., Inc. | 18,829 | $451.1 萬 | 1.29% | −488−2.5% | 減碼 |
| Terry L. Blaker | 18,693 | $447.8 萬 | 0.41% | +810+4.5% | 加碼 |
| Achmea Investment Management B.V. | 19,935 | $447.5 萬 | 0.15% | +716+3.7% | 加碼 |
| Horizon Investments, LLC | 18,649 | $444.6 萬 | 0.13% | +11,148+148.6% | 加碼 |
| Bank of the West | 18,475 | $442.6 萬 | 0.52% | −10.0% | 減碼 |
| Global Retirement Partners, LLC | 18,332 | $439.2 萬 | 0.30% | −399−2.1% | 減碼 |
| CWM, LLC | 18,276 | $437.8 萬 | 0.03% | +3,618+24.7% | 加碼 |
| Physicians Financial Services, Inc. | 18,220 | $436.5 萬 | 1.97% | −71−0.4% | 減碼 |
| HBK Sorce Advisory LLC | 18,202 | $436.0 萬 | 0.12% | +10,237+128.5% | 加碼 |
| Monument Capital Management | 18,125 | $434.2 萬 | 1.48% | +592+3.4% | 加碼 |
| Aries Wealth Management | 18,028 | $431.9 萬 | 1.86% | 00.0% | 不變 |
| Mairs & Power Inc | 17,955 | $430.1 萬 | 0.05% | −140−0.8% | 減碼 |
| Vestcor Inc | 17,871 | $428.1 萬 | 0.16% | +5,304+42.2% | 加碼 |
| Montgomery Investment Management Inc | 17,854 | $427.7 萬 | 1.52% | −40−0.2% | 減碼 |
| Hodges Capital Management Inc. | 17,847 | $427.5 萬 | 0.37% | +4,937+38.2% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 17,815 | $426.8 萬 | 1.63% | +30.0% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 17,778 | $425.9 萬 | 0.51% | −173−1.0% | 減碼 |
| Drexel Morgan & Co. | 17,746 | $425.1 萬 | 0.87% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 17,589 | $421.4 萬 | 0.56% | −10,744−37.9% | 減碼 |
| Two Sigma Securities, LLC | 17,584 | $421.2 萬 | 0.60% | +14,228+424.0% | 加碼 |
| Stonebridge Capital Management Inc | 17,511 | $419.5 萬 | 2.00% | −498−2.8% | 減碼 |
| Altrius Capital Management Inc | 17,433 | $417.6 萬 | 1.31% | −219−1.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 17,283 | $414.0 萬 | 0.03% | −6,752−28.1% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 17,281 | $414.0 萬 | 1.55% | −10−0.1% | 減碼 |
| Investment Management Corp of Ontario | 17,261 | $413.5 萬 | 0.20% | +17,261 | 新進 |
| Stillwater Investment Management, LLC | 17,178 | $411.5 萬 | 1.16% | −66−0.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 17,073 | $409.0 萬 | 0.07% | +42+0.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 17,060 | $409.0 萬 | 0.11% | −332−1.9% | 減碼 |
| Country Club Bank | 16,952 | $406.1 萬 | 0.35% | +867+5.4% | 加碼 |
| FRG Family Wealth Advisors LLC | 16,856 | $403.8 萬 | 0.96% | −584−3.3% | 減碼 |
| Essex Investment Management Co LLC | 16,807 | $402.6 萬 | 0.63% | −3,348−16.6% | 減碼 |
| Marketfield Asset Management LLC | 16,719 | $400.5 萬 | 3.82% | 00.0% | 不變 |
| Abbrea Capital, LLC | 16,610 | $397.9 萬 | 0.72% | +14+0.1% | 加碼 |
| Pallas Capital Advisors LLC | 15,920 | $397.5 萬 | 0.40% | +209+1.3% | 加碼 |
| Canandaigua National Corp | 16,571 | $397.0 萬 | 0.67% | −57−0.3% | 減碼 |
| Private Advisor Group, LLC | 73,809 | $394.6 萬 | 0.20% | +966+1.3% | 加碼 |
| Equitable Trust Co | 16,463 | $394.4 萬 | 0.31% | −2,855−14.8% | 減碼 |
| Transform Wealth, LLC | 16,458 | $394.3 萬 | 0.44% | +11,728+247.9% | 加碼 |
| Two Sigma Investments, LP | 16,356 | $391.8 萬 | 0.01% | −456,160−96.5% | 減碼 |
| Bailard, Inc. | 16,353 | $391.8 萬 | 0.15% | +596+3.8% | 加碼 |
| Pinebridge Investments, L.P. | 16,327 | $391.1 萬 | 0.05% | −57,891−78.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 16,311 | $390.7 萬 | 0.10% | −3,297−16.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 16,252 | $389.3 萬 | 0.15% | +7,028+76.2% | 加碼 |
| Cutler Group LP | 16,225 | $388.6 萬 | 0.47% | +6,042+59.3% | 加碼 |
| Malaga Cove Capital, LLC | 16,137 | $386.6 萬 | 2.11% | −161−1.0% | 減碼 |
| Stonnington Group, LLC | 15,246 | $381.9 萬 | 1.05% | +3,401+28.7% | 加碼 |
| Goelzer Investment Management, Inc. | 15,942 | $381.9 萬 | 0.33% | +3,983+33.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 15,907 | $381.1 萬 | 0.03% | −580−3.5% | 減碼 |
| Siemens Fonds Invest GmbH | 15,821 | $379.0 萬 | 0.38% | −1,166−6.9% | 減碼 |
| Lake Street Advisors Group, LLC | 15,800 | $378.5 萬 | 0.25% | +222+1.4% | 加碼 |
| Callan Family Office, LLC | 15,752 | $378.3 萬 | 1.22% | +15,752 | 新進 |