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 |
|---|---|---|---|---|---|
| Pinnacle Holdings, LLC | 11,585 | $277.5 萬 | 1.24% | −1,618−12.3% | 減碼 |
| MV Capital Management, Inc. | 11,584 | $277.5 萬 | 0.43% | +181+1.6% | 加碼 |
| Financial Sense Advisors, Inc. | 11,581 | $277.4 萬 | 1.15% | −3,209−21.7% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 11,576 | $277.3 萬 | 0.30% | +12+0.1% | 加碼 |
| Leavell Investment Management, Inc. | 11,564 | $277.0 萬 | 0.21% | −445−3.7% | 減碼 |
| Whitener Capital Management, Inc. | 11,515 | $275.9 萬 | 1.20% | −120−1.0% | 減碼 |
| Intact Investment Management Inc. | 11,500 | $275.5 萬 | 0.12% | −4,300−27.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 11,482 | $275.1 萬 | 0.50% | +2,195+23.6% | 加碼 |
| Donaldson Capital Management, LLC | 11,426 | $273.7 萬 | 0.13% | +56+0.5% | 加碼 |
| Veriti Management LLC | 11,361 | $272.2 萬 | 0.36% | −95−0.8% | 減碼 |
| Jacobi Capital Management LLC | 11,253 | $269.6 萬 | 0.34% | −30.0% | 減碼 |
| Financial Advisory Service, Inc. | 11,132 | $266.7 萬 | 0.30% | +666+6.4% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 11,127 | $266.6 萬 | 0.26% | +3,871+53.3% | 加碼 |
| Schnieders Capital Management LLC | 11,109 | $266.1 萬 | 0.61% | −2,600−19.0% | 減碼 |
| Strategic Advisors LLC | 11,074 | $265.3 萬 | 0.59% | +82+0.7% | 加碼 |
| McGuire Investment Group, LLC | 11,062 | $265.0 萬 | 0.57% | +314+2.9% | 加碼 |
| Commonwealth Retirement Investments LLC | 11,032 | $264.3 萬 | 1.60% | +11,032 | 新進 |
| First Citizens Bank & Trust Co | 10,996 | $263.4 萬 | 0.08% | −803−6.8% | 減碼 |
| Liberty One Investment Management, LLC | 10,989 | $263.3 萬 | 0.38% | +310+2.9% | 加碼 |
| MEMBERS Trust Co | 10,921 | $261.6 萬 | 0.08% | 00.0% | 不變 |
| CPA Asset Management LLC | 10,901 | $261.1 萬 | 2.00% | +10,901 | 新進 |
| Capital Investment Counsel, Inc | 10,898 | $261.1 萬 | 0.62% | +281+2.6% | 加碼 |
| Gateway Wealth Partners, LLC | 10,898 | $261.1 萬 | 0.45% | +10,898 | 新進 |
| Clearbridge Investments, LLC | 10,871 | $260.4 萬 | 0.00% | −4,349−28.6% | 減碼 |
| Boyd Watterson Asset Management LLC | 10,808 | $258.9 萬 | 1.07% | 00.0% | 不變 |
| PFG Advisors | 10,777 | $258.2 萬 | 0.25% | +191+1.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 10,772 | $258.1 萬 | 0.19% | +459+4.5% | 加碼 |
| Modus Advisors, LLC | 10,739 | $257.3 萬 | 1.25% | +402+3.9% | 加碼 |
| Asset Management Group, Inc. | 10,734 | $257.2 萬 | 0.60% | +47+0.4% | 加碼 |
| Trust Co of Toledo NA | 10,722 | $256.9 萬 | 0.49% | +203+1.9% | 加碼 |
| Perfromance Wealth Partners, LLC | 10,645 | $255.0 萬 | 0.15% | +322+3.1% | 加碼 |
| Mystic Asset Management, Inc. | 10,618 | $254.4 萬 | 1.45% | −17−0.2% | 減碼 |
| Focus Financial Network, Inc. | 10,615 | $254.3 萬 | 0.21% | −332−3.0% | 減碼 |
| Evercore Wealth Management, LLC | 10,608 | $254.1 萬 | 0.05% | +83+0.8% | 加碼 |
| McMillion Capital Management Inc | 10,579 | $253.4 萬 | 2.29% | −185−1.7% | 減碼 |
| Bowen Hanes & Co Inc | 10,529 | $252.2 萬 | 0.09% | −1,410−11.8% | 減碼 |
| Leonteq Securities AG | 10,505 | $251.7 萬 | 0.13% | −16,209−60.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,462 | $250.6 萬 | 0.85% | −218−2.0% | 減碼 |
| Atlantic Union Bankshares Corp | 10,460 | $250.6 萬 | 0.27% | −731−6.5% | 減碼 |
| Apollon Wealth Management, LLC | 10,434 | $249.9 萬 | 0.18% | +4,820+85.9% | 加碼 |
| Beck Capital Management, LLC | 10,415 | $249.5 萬 | 1.05% | −286−2.7% | 減碼 |
| Ignite Planners, LLC | 9,425 | $249.5 萬 | 1.04% | +782+9.0% | 加碼 |
| Meiji Yasuda Life Insurance Co | 10,403 | $249.2 萬 | 0.05% | 00.0% | 不變 |
| Alps Advisors Inc | 10,395 | $249.0 萬 | 0.02% | −269−2.5% | 減碼 |
| Aire Advisors, LLC | 10,385 | $248.8 萬 | 0.76% | +6,698+181.7% | 加碼 |
| Whalerock Point Partners, LLC | 10,345 | $247.8 萬 | 1.01% | −25−0.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 10,315 | $247.1 萬 | 0.06% | +1,039+11.2% | 加碼 |
| Capula Management Ltd | 10,271 | $246.1 萬 | 0.25% | −2,464−19.3% | 減碼 |
| Smith, Moore & Co. | 10,262 | $245.8 萬 | 0.34% | +3,087+43.0% | 加碼 |
| Slow Capital, Inc. | 10,205 | $244.5 萬 | 0.54% | +348+3.5% | 加碼 |
| Loudon Investment Management, LLC | 10,203 | $244.4 萬 | 1.76% | −150−1.4% | 減碼 |
| Radnor Capital Management, LLC | 10,326 | $243.2 萬 | 0.59% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 10,083 | $241.5 萬 | 0.42% | −437−4.2% | 減碼 |
| Profund Advisors LLC | 10,072 | $241.3 萬 | 0.16% | +972+10.7% | 加碼 |
| Hudock, Inc. | 10,052 | $240.8 萬 | 0.82% | −22−0.2% | 減碼 |
| Icon Advisers Inc | 10,025 | $240.2 萬 | 0.61% | −10,000−49.9% | 減碼 |
| Anchor Investment Management, LLC | 10,012 | $239.9 萬 | 0.34% | +920+10.1% | 加碼 |
| Resources Investment Advisors, LLC. | 9,984 | $239.2 萬 | 0.07% | +869+9.5% | 加碼 |
| Truvestments Capital LLC | 9,925 | $237.8 萬 | 1.34% | +795+8.7% | 加碼 |
| Hoylecohen, LLC | 9,923 | $237.7 萬 | 0.24% | −97−1.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 9,909 | $237.4 萬 | 0.01% | −28,074−73.9% | 減碼 |
| Members Capital Advisors Inc | 9,900 | $237.2 萬 | 1.71% | 00.0% | 不變 |
| Signaturefd, LLC | 9,890 | $236.9 萬 | 0.07% | +1,901+23.8% | 加碼 |
| Mill Capital Management, LLC | 9,866 | $236.3 萬 | 0.26% | −133−1.3% | 減碼 |
| Cumberland Advisors Inc | 9,850 | $236.0 萬 | 1.02% | 00.0% | 不變 |
| Tower Bridge Advisors | 9,842 | $235.8 萬 | 0.20% | 00.0% | 不變 |
| 1st Source Bank | 9,807 | $234.9 萬 | 0.15% | +100+1.0% | 加碼 |
| Holderness Investments Co | 9,793 | $234.6 萬 | 1.01% | +73+0.8% | 加碼 |
| Berkshire Bank | 9,789 | $234.5 萬 | 0.72% | −573−5.5% | 減碼 |
| Adirondack Trust Co | 9,775 | $234.2 萬 | 1.21% | −292−2.9% | 減碼 |
| Palisade Asset Management, LLC | 9,740 | $233.3 萬 | 0.27% | +33+0.3% | 加碼 |
| Private Trust Co NA | 9,740 | $233.3 萬 | 0.35% | +6+0.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,738 | $233.3 萬 | 0.13% | +4,891+100.9% | 加碼 |
| Sumitomo Life Insurance Co | 9,697 | $232.3 萬 | 0.17% | −211−2.1% | 減碼 |
| Richelieu Gestion PLC | 9,686 | $232.0 萬 | 2.43% | −3,156−24.6% | 減碼 |
| Kistler-Tiffany Companies, LLC | 9,680 | $231.9 萬 | 0.48% | +14+0.1% | 加碼 |
| Gouws Capital LLC | 9,659 | $231.4 萬 | 2.18% | +105+1.1% | 加碼 |
| Alpha Cubed Investments, LLC | 9,656 | $231.3 萬 | 0.18% | −122−1.2% | 減碼 |
| Roman Butler Fullerton & Co | 8,983 | $230.2 萬 | 1.19% | +5,146+134.1% | 加碼 |
| Wellington Shields & Co., LLC | 9,600 | $230.0 萬 | 0.52% | +200+2.1% | 加碼 |
| Boston Private Wealth LLC | 9,588 | $229.7 萬 | 0.03% | +906+10.4% | 加碼 |
| First National Bank & Trust Co of Newtown | 9,577 | $229.4 萬 | 0.52% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 9,516 | $228.0 萬 | 0.19% | +260+2.8% | 加碼 |
| Moody National Bank Trust Division | 9,507 | $227.8 萬 | 0.20% | −855−8.3% | 減碼 |
| Naples Global Advisors, LLC | 9,494 | $227.4 萬 | 0.29% | +6+0.1% | 加碼 |
| Lowe Brockenbrough & Co Inc | 9,485 | $227.2 萬 | 0.20% | −2,731−22.4% | 減碼 |
| Buckley Wealth Management, LLC | 9,472 | $226.9 萬 | 0.83% | −1,000−9.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 8,984 | $226.7 萬 | 0.06% | +1,500+20.0% | 加碼 |
| FLC Capital Advisors | 9,356 | $224.1 萬 | 0.70% | −801−7.9% | 減碼 |
| Cresset Asset Management, LLC | 9,842 | $223.6 萬 | 0.03% | −1,405−12.5% | 減碼 |
| Baldwin Investment Management, LLC | 9,328 | $223.5 萬 | 0.40% | −15−0.2% | 減碼 |
| Heritage Trust Co | 9,296 | $222.7 萬 | 0.36% | −22−0.2% | 減碼 |
| Capital Asset Advisory Services LLC | 9,086 | $222.0 萬 | 0.18% | +421+4.9% | 加碼 |
| Ti-Trust, Inc | 9,247 | $221.5 萬 | 2.11% | 00.0% | 不變 |
| Triad Financial Advisors, Inc. | 9,241 | $221.4 萬 | 0.99% | +9+0.1% | 加碼 |
| Kerrisdale Advisers, LLC | 9,240 | $221.4 萬 | 0.66% | +2,500+37.1% | 加碼 |
| Johnson Investment Counsel Inc | 9,189 | $220.1 萬 | 0.03% | +62+0.7% | 加碼 |
| First Hawaiian Bank | 9,143 | $219.0 萬 | 0.08% | −74−0.8% | 減碼 |
| Finer Wealth Management, Inc. | 9,089 | $217.7 萬 | 2.04% | +91+1.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 9,043 | $216.6 萬 | 0.10% | +154+1.7% | 加碼 |