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 |
|---|---|---|---|---|---|
| Ascent Wealth Partners, LLC | 15,790 | $378.1 萬 | 0.81% | +1,835+13.1% | 加碼 |
| Hixon Zuercher, LLC | 15,745 | $377.2 萬 | 2.32% | +36+0.2% | 加碼 |
| North Star Investment Management Corp. | 15,627 | $374.4 萬 | 0.33% | +22+0.1% | 加碼 |
| Permanens Capital L.P. | 15,600 | $373.7 萬 | 0.91% | −2,020−11.5% | 減碼 |
| Iowa State Bank | 15,564 | $372.9 萬 | 0.94% | +340+2.2% | 加碼 |
| Fund Management at Engine No. 1 LLC | 15,540 | $372.3 萬 | 0.91% | +10,464+206.1% | 加碼 |
| Parcion Private Wealth LLC | 15,522 | $371.9 萬 | 0.40% | −159−1.0% | 減碼 |
| KMG Fiduciary Partners, LLC | 15,501 | $371.4 萬 | 0.61% | +882+6.0% | 加碼 |
| EagleClaw Capital Managment, LLC | 15,500 | $371.3 萬 | 0.90% | 00.0% | 不變 |
| Roundview Capital LLC | 15,495 | $371.2 萬 | 0.42% | +240+1.6% | 加碼 |
| Stamos Capital Partners, L.P. | 15,400 | $368.9 萬 | 1.17% | −21,430−58.2% | 減碼 |
| Beach Investment Counsel Inc | 15,154 | $363.0 萬 | 0.45% | +13,441+784.6% | 加碼 |
| Mutual Advisors, LLC | 15,152 | $363.0 萬 | 0.16% | −1,633−9.7% | 減碼 |
| Eukles Asset Management | 15,145 | $362.8 萬 | 2.12% | +10.0% | 加碼 |
| Advocate Group LLC | 15,113 | $362.0 萬 | 0.78% | −1,520−9.1% | 減碼 |
| Wetherby Asset Management Inc | 15,079 | $361.2 萬 | 0.23% | +1,143+8.2% | 加碼 |
| Kinloch Capital, LLC | 15,074 | $361.1 萬 | 2.10% | +445+3.0% | 加碼 |
| Industrial Alliance Investment Management Inc. | 15,070 | $361.0 萬 | 0.10% | +15,070 | 新進 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $359.3 萬 | 1.12% | 00.0% | 不變 |
| RBF Capital, LLC | 15,000 | $359.3 萬 | 0.27% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 14,983 | $358.9 萬 | 0.07% | −96−0.6% | 減碼 |
| Leuthold Group, LLC | 14,956 | $358.3 萬 | 0.48% | +14,956 | 新進 |
| Freestone Capital Holdings, LLC | 14,910 | $357.2 萬 | 0.16% | −741−4.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 14,882 | $356.5 萬 | 0.35% | +545+3.8% | 加碼 |
| Ogorek Anthony Joseph | 14,884 | $356.5 萬 | 1.55% | −77−0.5% | 減碼 |
| Greenleaf Trust | 14,869 | $356.2 萬 | 0.05% | +1,825+14.0% | 加碼 |
| TCI Wealth Advisors, Inc. | 14,849 | $355.7 萬 | 0.49% | +115+0.8% | 加碼 |
| Sandy Spring Bank | 14,847 | $355.7 萬 | 0.21% | −917−5.8% | 減碼 |
| Tower View Investment Management & Research LLC | 14,839 | $355.5 萬 | 2.49% | −145−1.0% | 減碼 |
| Empowered Funds, LLC | 14,819 | $355.0 萬 | 0.23% | +14,819 | 新進 |
| Park Avenue Securities LLC | 14,792 | $354.4 萬 | 0.06% | +2,525+20.6% | 加碼 |
| Robbins Farley LLC | 14,791 | $354.3 萬 | 2.74% | −5,612−27.5% | 減碼 |
| Valeo Financial Advisors, LLC | 14,767 | $353.8 萬 | 0.19% | +267+1.8% | 加碼 |
| Webster Bank, N. A. | 14,671 | $351.4 萬 | 0.48% | −106−0.7% | 減碼 |
| DT Investment Partners, LLC | 14,635 | $350.6 萬 | 0.46% | +40+0.3% | 加碼 |
| Griffin Asset Management, Inc. | 14,619 | $350.2 萬 | 0.53% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 14,588 | $349.5 萬 | 0.28% | +1,805+14.1% | 加碼 |
| Sowell Financial Services LLC | 14,513 | $347.7 萬 | 0.23% | +14,513 | 新進 |
| Kames Capital plc | 14,256 | $341.5 萬 | 0.06% | +4,506+46.2% | 加碼 |
| Empirical Finance, LLC | 14,236 | $341.0 萬 | 0.35% | +1,041+7.9% | 加碼 |
| Pflug Koory, LLC | 14,232 | $340.9 萬 | 1.90% | −273−1.9% | 減碼 |
| Investment Management of Virginia LLC | 14,186 | $339.8 萬 | 0.67% | −294−2.0% | 減碼 |
| Agf Management Ltd | 14,146 | $338.9 萬 | 0.02% | +14,146 | 新進 |
| Arrow Financial Corp | 14,114 | $338.0 萬 | 0.46% | −301−2.1% | 減碼 |
| Hayek Kallen Investment Management | 14,049 | $336.6 萬 | 1.55% | −3,069−17.9% | 減碼 |
| Castellan Group, LLC | 14,014 | $335.7 萬 | 2.34% | +14,014 | 新進 |
| Gould Capital, LLC | 14,006 | $335.5 萬 | 2.68% | −253−1.8% | 減碼 |
| Blue Edge Capital, LLC | 13,969 | $334.6 萬 | 0.76% | +93+0.7% | 加碼 |
| Burleson & Company, LLC | 13,909 | $333.2 萬 | 0.83% | +5,489+65.2% | 加碼 |
| Metis Global Partners, LLC | 13,863 | $332.1 萬 | 0.30% | +5,940+75.0% | 加碼 |
| Plimoth Trust Co LLC | 13,811 | $330.9 萬 | 1.07% | −594−4.1% | 減碼 |
| Brown Brothers Harriman & Co | 13,753 | $329.5 萬 | 0.03% | −733−5.1% | 減碼 |
| First Horizon Advisors, Inc. | 13,705 | $328.3 萬 | 0.12% | −3,782−21.6% | 減碼 |
| Trustcore Financial Services, LLC | 13,704 | $328.3 萬 | 0.29% | −48−0.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 13,271 | $326.3 萬 | 0.13% | +380+2.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 13,565 | $325.0 萬 | 0.08% | +85+0.6% | 加碼 |
| Graphene Investments SAS | 13,500 | $323.4 萬 | 2.19% | +13,500 | 新進 |
| Ellis Investment Partners, LLC | 13,451 | $322.2 萬 | 0.88% | −293−2.1% | 減碼 |
| Trifecta Capital Advisors, LLC | 13,416 | $321.4 萬 | 1.28% | +13,416 | 新進 |
| Kavar Capital Partners Group, LLC | 13,383 | $320.6 萬 | 0.74% | +286+2.2% | 加碼 |
| New Hampshire Trust | 13,371 | $320.3 萬 | 0.85% | +13,371 | 新進 |
| Pendal Group Limited | 13,368 | $320.2 萬 | 0.03% | +13,368 | 新進 |
| Richard Bernstein Advisors LLC | 13,294 | $318.5 萬 | 0.07% | 00.0% | 不變 |
| Monetary Management Group Inc | 13,292 | $318.4 萬 | 0.99% | −4,525−25.4% | 減碼 |
| International Assets Investment Management, LLC | 13,145 | $314.9 萬 | 0.33% | +9,839+297.6% | 加碼 |
| FourThought Financial Partners, LLC | 13,095 | $313.7 萬 | 0.45% | +13,095 | 新進 |
| Assetmark, Inc | 13,089 | $313.6 萬 | 0.01% | +716+5.8% | 加碼 |
| Studio Investment Management LLC | 13,029 | $312.1 萬 | 1.01% | −331−2.5% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 13,019 | $311.9 萬 | 2.81% | −3,808−22.6% | 減碼 |
| Foster & Motley Inc | 12,944 | $310.1 萬 | 0.26% | +1,915+17.4% | 加碼 |
| Applied Capital LLC | 12,851 | $307.9 萬 | 3.07% | +12,851 | 新進 |
| Brinker Capital Investments, LLC | 12,850 | $307.8 萬 | 0.06% | −58−0.4% | 減碼 |
| Stoneridge Investment Partners LLC | 12,739 | $305.2 萬 | 1.68% | −3,744−22.7% | 減碼 |
| Trust Co of Vermont | 12,721 | $304.7 萬 | 0.22% | −184−1.4% | 減碼 |
| Hennessy Advisors Inc | 12,700 | $304.2 萬 | 0.20% | −800−5.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 10,263 | $303.4 萬 | 0.33% | +6,217+153.7% | 加碼 |
| Wakefield Asset Management LLLP | 12,648 | $303.0 萬 | 1.28% | +12,648 | 新進 |
| Barbara Oil Co. | 12,500 | $299.4 萬 | 1.43% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 12,469 | $298.7 萬 | 0.13% | −64−0.5% | 減碼 |
| Azimuth Capital Investment Management LLC | 12,465 | $298.6 萬 | 0.15% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 12,422 | $297.6 萬 | 0.18% | +672+5.7% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 12,419 | $297.5 萬 | 0.70% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 12,389 | $296.8 萬 | 0.22% | +4,477+56.6% | 加碼 |
| Worldquant Millennium Advisors LLC | 12,269 | $293.9 萬 | 0.07% | +12,269 | 新進 |
| MAI Capital Management | 12,267 | $293.9 萬 | 0.05% | +2,955+31.7% | 加碼 |
| ICA Group Wealth Management, LLC | 12,203 | $292.8 萬 | 0.69% | −5,178−29.8% | 減碼 |
| Sturgeon Ventures LLP | 12,217 | $292.7 萬 | 2.36% | +12,217 | 新進 |
| Coldstream Capital Management Inc | 12,162 | $291.3 萬 | 0.11% | +12,162 | 新進 |
| South Dakota Investment Council | 12,155 | $291.2 萬 | 0.07% | −600−4.7% | 減碼 |
| Spirit of America Management Corp | 12,040 | $288.4 萬 | 0.65% | +400+3.4% | 加碼 |
| Cambridge Advisors Inc. | 11,993 | $287.3 萬 | 0.77% | −345−2.8% | 減碼 |
| BLB&B Advisors, LLC | 11,970 | $286.7 萬 | 0.22% | −488−3.9% | 減碼 |
| Providence Wealth Advisors, LLC | 11,812 | $284.2 萬 | 2.11% | −109−0.9% | 減碼 |
| Essex Financial Services, Inc. | 11,850 | $283.8 萬 | 0.31% | +195+1.7% | 加碼 |
| Ronald Blue Trust, Inc. | 17,238 | $282.8 萬 | 0.05% | +191+1.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 11,793 | $282.5 萬 | 1.01% | −299−2.5% | 減碼 |
| Arabesque Asset Management Ltd | 11,771 | $282.0 萬 | 0.95% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 11,725 | $280.9 萬 | 0.12% | +83+0.7% | 加碼 |
| Viewpoint Capital Management LLC | 11,658 | $279.3 萬 | 2.70% | −80−0.7% | 減碼 |
| NEIRG Wealth Management, LLC | 11,607 | $278.1 萬 | 0.52% | −493−4.1% | 減碼 |