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 |
|---|---|---|---|---|---|
| RB Capital Management, LLC | 9,006 | $215.8 萬 | 0.79% | −50−0.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 8,995 | $215.5 萬 | 0.06% | −1,500−14.3% | 減碼 |
| Merit Financial Group, LLC | 8,995 | $215.5 萬 | 0.08% | +1,743+24.0% | 加碼 |
| Hanson & Doremus Investment Management | 8,979 | $215.1 萬 | 0.46% | +23+0.3% | 加碼 |
| Jag Capital Management, LLC | 8,977 | $215.0 萬 | 0.31% | +7,640+571.4% | 加碼 |
| Meeder Advisory Services, Inc. | 8,967 | $214.8 萬 | 0.27% | +8,967 | 新進 |
| Bryn Mawr Trust Co | 8,964 | $214.7 萬 | 0.10% | 00.0% | 不變 |
| Old Port Advisors | 8,962 | $214.7 萬 | 0.81% | −13−0.1% | 減碼 |
| Venture Visionary Partners LLC | 8,918 | $213.6 萬 | 0.15% | +11+0.1% | 加碼 |
| Emfo, LLC | 8,893 | $213.0 萬 | 2.14% | −510−5.4% | 減碼 |
| Hoey Investments, Inc | 8,890 | $213.0 萬 | 0.93% | −432−4.6% | 減碼 |
| Spire Wealth Management | 8,869 | $212.5 萬 | 0.12% | −287−3.1% | 減碼 |
| Park National Corp | 8,821 | $211.3 萬 | 0.09% | +248+2.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 8,809 | $211.0 萬 | 0.16% | +854+10.7% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,780 | $210.3 萬 | 1.32% | −137−1.5% | 減碼 |
| Westwood Holdings Group Inc. | 8,776 | $210.2 萬 | 0.02% | −12−0.1% | 減碼 |
| Avitas Wealth Management LLC | 8,737 | $209.3 萬 | 0.44% | +2,393+37.7% | 加碼 |
| LMG Wealth Partners, LLC | 8,161 | $209.1 萬 | 0.69% | +8,161 | 新進 |
| Pure Financial Advisors, Inc. | 8,726 | $209.0 萬 | 0.11% | −309−3.4% | 減碼 |
| Princeton Capital Management LLC | 8,723 | $209.0 萬 | 0.93% | −174−2.0% | 減碼 |
| Oxbow Advisors, LLC | 8,700 | $208.4 萬 | 0.39% | −92−1.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,679 | $207.9 萬 | 0.06% | +3,724+75.2% | 加碼 |
| Smith, Salley & Associates | 8,641 | $207.0 萬 | 0.18% | −53−0.6% | 減碼 |
| Court Place Advisors, LLC | 8,599 | $206.0 萬 | 0.75% | 00.0% | 不變 |
| DFPG Investments, LLC | 8,208 | $205.8 萬 | 0.34% | +1,087+15.3% | 加碼 |
| Moore Capital Management, LP | 8,576 | $205.4 萬 | 0.06% | +8,576 | 新進 |
| Boltwood Capital Management | 8,487 | $203.3 萬 | 0.83% | −20−0.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,466 | $202.8 萬 | 0.01% | +2,100+33.0% | 加碼 |
| AdvisorNet Financial, Inc | 8,462 | $202.7 萬 | 0.20% | +105+1.3% | 加碼 |
| Thoroughbred Financial Services, LLC | 8,459 | $202.6 萬 | 0.33% | +2,836+50.4% | 加碼 |
| Versor Investments LP | 8,425 | $201.8 萬 | 0.17% | −13,500−61.6% | 減碼 |
| Trust Investment Advisors | 8,407 | $201.4 萬 | 1.90% | +296+3.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 8,347 | $199.9 萬 | 0.10% | −1,025−10.9% | 減碼 |
| Verdence Capital Advisors LLC | 8,315 | $199.2 萬 | 0.24% | +2,011+31.9% | 加碼 |
| Equitable Holdings, Inc. | 8,311 | $199.1 萬 | 0.03% | −123−1.5% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 8,289 | $198.6 萬 | 0.22% | +42+0.5% | 加碼 |
| First Dallas Securities Inc. | 8,258 | $197.8 萬 | 1.19% | +501+6.5% | 加碼 |
| IHT Wealth Management, LLC | 8,237 | $197.3 萬 | 0.13% | +62+0.8% | 加碼 |
| Caldwell Sutter Capital, Inc. | 8,225 | $197.0 萬 | 1.74% | +8,225 | 新進 |
| Moloney Securities Asset Management, LLC | 8,219 | $196.9 萬 | 0.43% | −249−2.9% | 減碼 |
| Ropes Wealth Advisors LLC | 8,207 | $196.6 萬 | 0.35% | +303+3.8% | 加碼 |
| Chapin Davis, Inc. | 8,178 | $195.9 萬 | 1.14% | +8,178 | 新進 |
| Triangle Securities Wealth Management | 8,165 | $195.6 萬 | 0.72% | −125−1.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 8,164 | $195.6 萬 | 0.28% | −150−1.8% | 減碼 |
| Fruth Investment Management | 8,143 | $195.0 萬 | 0.57% | 00.0% | 不變 |
| Diversified Trust Co | 8,140 | $195.0 萬 | 0.08% | +2,183+36.6% | 加碼 |
| Buckingham Strategic Partners | 8,130 | $194.8 萬 | 0.15% | +5,711+236.1% | 加碼 |
| Global Trust Asset Management, LLC | 8,125 | $194.6 萬 | 0.98% | −222−2.7% | 減碼 |
| Ci Investments Inc. | 8,120 | $194.5 萬 | 0.01% | −1,590−16.4% | 減碼 |
| WealthPlan Investment Management, LLC | 7,830 | $194.3 萬 | 0.14% | +633+8.8% | 加碼 |
| MB, Levis & Associates, LLC | 8,099 | $194.0 萬 | 1.52% | +8,099 | 新進 |
| Core Wealth Advisors, Inc. | 8,098 | $194.0 萬 | 0.85% | +405+5.3% | 加碼 |
| V Wealth Advisors LLC | 8,089 | $193.8 萬 | 0.40% | +177+2.2% | 加碼 |
| Cambridge Trust Co | 8,028 | $192.3 萬 | 0.09% | +505+6.7% | 加碼 |
| G&S Capital LLC | 8,027 | $192.3 萬 | 0.85% | −1,508−15.8% | 減碼 |
| Investors Asset Management of Georgia Inc | 8,018 | $192.1 萬 | 1.00% | +23+0.3% | 加碼 |
| Townsend Asset Management Corp | 8,010 | $191.9 萬 | 0.96% | 00.0% | 不變 |
| B.O.S.S. Retirement Advisors, LLC | 8,008 | $191.8 萬 | 0.49% | +8,008 | 新進 |
| Cohen Klingenstein LLC | 8,000 | $191.6 萬 | 0.10% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 7,830 | $191.3 萬 | 0.13% | +7,830 | 新進 |
| Cascade Investment Advisors, Inc. | 7,985 | $191.3 萬 | 1.59% | −45−0.6% | 減碼 |
| Ibex Wealth Advisors | 7,960 | $190.7 萬 | 0.43% | +7,960 | 新進 |
| Weatherly Asset Management L. P. | 7,953 | $190.5 萬 | 0.26% | −149−1.8% | 減碼 |
| TD Private Client Wealth LLC | 7,943 | $190.3 萬 | 0.09% | +9+0.1% | 加碼 |
| Argent Trust Co | 7,935 | $190.1 萬 | 0.13% | −183−2.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,911 | $189.4 萬 | 0.18% | −433−5.2% | 減碼 |
| RSM US Wealth Management LLC | 7,879 | $188.7 萬 | 0.09% | +386+5.2% | 加碼 |
| Kempner Capital Management Inc. | 7,842 | $187.9 萬 | 1.14% | −7,950−50.3% | 減碼 |
| United Asset Strategies, Inc. | 7,810 | $187.1 萬 | 0.26% | −1,107−12.4% | 減碼 |
| Gifford Fong Associates | 7,800 | $186.9 萬 | 0.43% | 00.0% | 不變 |
| ARGI Investment Services, LLC | 7,712 | $184.8 萬 | 0.06% | −394−4.9% | 減碼 |
| Laurel Wealth Advisors, Inc. | 7,697 | $184.4 萬 | 0.18% | +869+12.7% | 加碼 |
| Stone Point Wealth LLC | 7,695 | $184.3 萬 | 0.90% | +115+1.5% | 加碼 |
| United Community Bank | 7,694 | $184.3 萬 | 1.78% | −313−3.9% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 7,668 | $183.7 萬 | 0.09% | −1,073−12.3% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 7,614 | $182.4 萬 | 1.05% | −830−9.8% | 減碼 |
| CAPROCK Group, Inc. | 7,600 | $182.1 萬 | 0.17% | +489+6.9% | 加碼 |
| RiverFront Investment Group, LLC | 50,161 | $182.0 萬 | 0.41% | −7,241−12.6% | 減碼 |
| Affinity Investment Advisors, LLC | 7,591 | $181.8 萬 | 0.84% | 00.0% | 不變 |
| Quest Investment Management LLC | 7,588 | $181.8 萬 | 0.22% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 75,849 | $181.7 萬 | 0.10% | +26,421+53.5% | 加碼 |
| D. Scott Neal, Inc. | 7,561 | $181.1 萬 | 0.88% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 7,534 | $180.5 萬 | 0.37% | +99+1.3% | 加碼 |
| Magnetar Financial LLC | 7,498 | $179.6 萬 | 0.03% | +7,498 | 新進 |
| Atlas Brown,Inc. | 7,475 | $179.1 萬 | 0.88% | +142+1.9% | 加碼 |
| BCM Advisors, LLC | 7,000 | $177.0 萬 | 0.49% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 7,341 | $175.9 萬 | 0.15% | −1,403−16.0% | 減碼 |
| Boenning & Scattergood, Inc. | 7,881 | $175.6 萬 | 0.28% | +243+3.2% | 加碼 |
| Cunning Capital Partners, LP | 7,320 | $175.4 萬 | 1.24% | 00.0% | 不變 |
| Adell Harriman & Carpenter Inc | 7,314 | $175.2 萬 | 0.20% | −1,926−20.8% | 減碼 |
| Cornercap Investment Counsel Inc | 7,312 | $175.2 萬 | 0.30% | +7,312 | 新進 |
| Intellectus Partners, LLC | 7,288 | $174.6 萬 | 0.61% | −447−5.8% | 減碼 |
| Hamel Associates, Inc. | 7,275 | $174.4 萬 | 0.61% | −575−7.3% | 減碼 |
| Toroso Investments, LLC | 7,232 | $173.2 萬 | 0.07% | +403+5.9% | 加碼 |
| Papp L Roy & Associates | 7,210 | $172.7 萬 | 0.24% | −44−0.6% | 減碼 |
| Shelton Capital Management | 7,200 | $172.5 萬 | 0.18% | −6,967−49.2% | 減碼 |
| Lifeworks Advisors, LLC | 7,194 | $172.3 萬 | 0.97% | +135+1.9% | 加碼 |
| Inspire Advisors, LLC | 7,194 | $172.3 萬 | 0.43% | −120−1.6% | 減碼 |
| Financial Advocates Investment Management | 7,177 | $171.9 萬 | 0.13% | +101+1.4% | 加碼 |
| Cross Staff Investments Inc | 7,163 | $171.6 萬 | 1.80% | 00.0% | 不變 |