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。
2021 年第 2 季 13F 持有人
Caterpillar Inc 在 2021/6/30 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
- 2,028
- 較 2021 年第 1 季 +34 家
- 持有股數
- 3.77 億
- 較 2021 年第 1 季 +78.0 萬 (+0.2%)
- 總市值
- $820.3 億
- 較 2021 年第 1 季 −$51.4 億 (−5.9%)
- 新進機構
- 146
- 另有 873 家加碼
- 清倉機構
- 112
- 另有 681 家減碼
另有 21 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 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 |
2021 年第 2 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 5,192 | $113.0 萬 | 0.09% | +138+2.7% | 加碼 |
| Ingalls & Snyder LLC | 5,242 | $114.1 萬 | 0.05% | −4,444−45.9% | 減碼 |
| Costello Asset Management, INC | 5,270 | $114.7 萬 | 0.75% | −3,764−41.7% | 減碼 |
| Garrison Point Advisors, LLC | 5,270 | $114.7 萬 | 0.83% | −20−0.4% | 減碼 |
| Schnieders Capital Management LLC | 5,270 | $114.7 萬 | 0.31% | +85+1.6% | 加碼 |
| CPWM, LLC | 5,281 | $114.9 萬 | 0.09% | +107+2.1% | 加碼 |
| SevenBridge Financial Group, LLC | 5,282 | $115.0 萬 | 0.37% | −95−1.8% | 減碼 |
| Claybrook Capital, LLC | 5,282 | $115.0 萬 | 0.37% | +5,282 | 新進 |
| Belpointe Asset Management LLC | 5,295 | $115.2 萬 | 0.08% | −363−6.4% | 減碼 |
| Private Asset Management Inc | 5,300 | $115.3 萬 | 0.15% | −200−3.6% | 減碼 |
| Aspen Investment Management Inc | 5,299 | $115.3 萬 | 0.60% | −24−0.5% | 減碼 |
| Tempus Wealth Planning, LLC | 5,300 | $115.3 萬 | 0.77% | 00.0% | 不變 |
| First Foundation Advisors | 5,306 | $115.5 萬 | 0.04% | +462+9.5% | 加碼 |
| San Francisco Sentry Investment Group (Ca) | 5,313 | $115.6 萬 | 0.60% | −4,210−44.2% | 減碼 |
| ARGI Investment Services, LLC | 5,317 | $115.7 萬 | 0.04% | +406+8.3% | 加碼 |
| High Falls Advisors, Inc | 5,317 | $115.7 萬 | 0.31% | +1,003+23.2% | 加碼 |
| Checchi Capital Advisers, LLC | 5,340 | $116.2 萬 | 0.14% | −114−2.1% | 減碼 |
| Cerity Partners LLC | 5,349 | $116.4 萬 | 0.03% | −493−8.4% | 減碼 |
| Personal Capital Advisors Corp | 5,348 | $116.4 萬 | 0.01% | −351−6.2% | 減碼 |
| Sawgrass Asset Management LLC | 5,348 | $116.4 萬 | 0.10% | −40−0.7% | 減碼 |
| Institute for Wealth Management, LLC. | 5,351 | $116.5 萬 | 0.20% | +137+2.6% | 加碼 |
| RMB Capital Management, LLC | 5,382 | $117.1 萬 | 0.04% | +53+1.0% | 加碼 |
| Orleans Capital Management Corp | 5,420 | $118.0 萬 | 0.76% | +95+1.8% | 加碼 |
| Gladstone Institutional Advisory LLC | 5,430 | $118.2 萬 | 0.14% | +788+17.0% | 加碼 |
| Jackson Square Capital, LLC | 5,461 | $118.8 萬 | 0.38% | −73−1.3% | 減碼 |
| Rothschild Investment Corp | 5,470 | $119.0 萬 | 0.09% | +10+0.2% | 加碼 |
| Van Strum & Towne Inc. | 5,484 | $119.3 萬 | 0.57% | 00.0% | 不變 |
| Birinyi Associates Inc | 5,500 | $119.7 萬 | 0.42% | 00.0% | 不變 |
| Viking Fund Management LLC | 5,500 | $119.7 萬 | 0.34% | 00.0% | 不變 |
| Beech Hill Advisors, Inc. | 5,500 | $119.7 萬 | 0.49% | 00.0% | 不變 |
| Barber Financial Group, Inc. | 5,501 | $119.7 萬 | 0.16% | +10.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,509 | $119.9 萬 | 0.06% | +644+13.2% | 加碼 |
| St Germain D J Co Inc | 5,553 | $120.8 萬 | 0.08% | 00.0% | 不變 |
| Ibex Wealth Advisors | 5,550 | $120.8 萬 | 0.24% | +5,550 | 新進 |
| Arbor Trust Wealth Advisors, LLC | 5,585 | $121.5 萬 | 0.76% | +175+3.2% | 加碼 |
| Wintrust Investments LLC | 5,610 | $122.1 萬 | 0.13% | +155+2.8% | 加碼 |
| Optimum Investment Advisors | 5,620 | $122.3 萬 | 0.38% | −10−0.2% | 減碼 |
| Independent Financial Group, LLC | 5,625 | $122.4 萬 | 0.13% | +664+13.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 5,629 | $122.5 萬 | 0.01% | −17−0.3% | 減碼 |
| Trustmark National Bank Trust Department | 5,628 | $122.5 萬 | 0.10% | +446+8.6% | 加碼 |
| HM Payson & Co | 5,631 | $122.5 萬 | 0.03% | +620+12.4% | 加碼 |
| SOL Capital Management CO | 5,644 | $122.8 萬 | 0.24% | −315−5.3% | 減碼 |
| Exane Derivatives | 5,711 | $122.9 萬 | 0.29% | −388−6.4% | 減碼 |
| Penobscot Investment Management Company, Inc. | 5,655 | $123.1 萬 | 0.18% | −15−0.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 5,671 | $123.4 萬 | 0.11% | +1,315+30.2% | 加碼 |
| AXS Investments LLC | 5,681 | $123.6 萬 | 0.38% | +187+3.4% | 加碼 |
| Weatherly Asset Management L. P. | 5,690 | $123.8 萬 | 0.16% | 00.0% | 不變 |
| Financial Architects, Inc | 5,701 | $124.1 萬 | 0.18% | −302−5.0% | 減碼 |
| Everett Harris & Co | 5,702 | $124.1 萬 | 0.02% | 00.0% | 不變 |
| Sentry Investment Management LLC | 5,726 | $124.6 萬 | 0.32% | +456+8.7% | 加碼 |
| Gables Capital Management Inc. | 5,730 | $124.7 萬 | 0.85% | −6,065−51.4% | 減碼 |
| Westshore Wealth, LLC | 5,734 | $124.8 萬 | 0.64% | +8+0.1% | 加碼 |
| Smith, Moore & Co. | 5,748 | $125.1 萬 | 0.19% | −167−2.8% | 減碼 |
| KG&L Capital Management,LLC | 5,754 | $125.2 萬 | 0.57% | +4,656+424.0% | 加碼 |
| Keudell/Morrison Wealth Management | 5,766 | $125.5 萬 | 0.69% | +10+0.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,765 | $125.5 萬 | 0.05% | +2,327+67.7% | 加碼 |
| Agf Investments Inc. | 5,782 | $125.8 萬 | 0.01% | −1,914−24.9% | 減碼 |
| Clarius Group, LLC | 5,793 | $126.1 萬 | 0.11% | +68+1.2% | 加碼 |
| Capital Wealth Planning, LLC | 5,831 | $126.9 萬 | 0.04% | −1,269−17.9% | 減碼 |
| Duff & Phelps Investment Management Co | 5,865 | $127.6 萬 | 0.02% | −520−8.1% | 減碼 |
| Beaton Management Co. Inc. | 5,883 | $128.0 萬 | 0.81% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 5,903 | $128.5 萬 | 0.05% | +627+11.9% | 加碼 |
| CFM Wealth Partners LLC | 5,923 | $128.9 萬 | 0.34% | +187+3.3% | 加碼 |
| IFP Advisors, Inc | 5,994 | $129.1 萬 | 0.03% | +1,311+28.0% | 加碼 |
| Wellington Shields Capital Management, LLC | 5,950 | $129.5 萬 | 0.16% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 5,956 | $129.6 萬 | 0.87% | +203+3.5% | 加碼 |
| New World Advisors LLC | 5,956 | $129.6 萬 | 0.87% | +5,956 | 新進 |
| Fairfield, Bush & Co. | 6,020 | $131.0 萬 | 0.36% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 6,032 | $131.2 萬 | 0.20% | −80−1.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,040 | $131.4 萬 | 0.05% | +104+1.8% | 加碼 |
| Mattern Wealth Management LLC | 6,325 | $131.5 萬 | 0.42% | −150−2.3% | 減碼 |
| AMG National Trust Bank | 6,097 | $132.7 萬 | 0.04% | −2,000−24.7% | 減碼 |
| Farmers Trust Co | 6,100 | $132.7 萬 | 0.29% | −50−0.8% | 減碼 |
| Investment House LLC | 6,106 | $132.8 萬 | 0.09% | 00.0% | 不變 |
| HBK Investments L P | 6,141 | $133.6 萬 | 0.01% | +1,370+28.7% | 加碼 |
| Brookfield Asset Management Inc. | 6,164 | $134.1 萬 | 0.01% | −515−7.7% | 減碼 |
| Aurora Private Wealth, Inc. | 6,162 | $134.1 萬 | 0.54% | +71+1.2% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,193 | $134.8 萬 | 0.02% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 6,206 | $135.1 萬 | 0.09% | −2,902−31.9% | 減碼 |
| Engineers Gate Manager LP | 6,240 | $135.8 萬 | 0.09% | +6,240 | 新進 |
| Bragg Financial Advisors, Inc | 6,283 | $136.7 萬 | 0.09% | −106−1.7% | 減碼 |
| Cahill Financial Advisors Inc | 6,287 | $136.9 萬 | 0.31% | −109−1.7% | 減碼 |
| Procyon Private Wealth Partners, LLC | 6,300 | $137.1 萬 | 0.37% | +347+5.8% | 加碼 |
| Snow Capital Management LP | 6,323 | $137.6 萬 | 0.20% | +4+0.1% | 加碼 |
| Harfst & Associates, Inc. | 6,335 | $137.8 萬 | 0.40% | −438−6.5% | 減碼 |
| Mizuho Markets Cayman LP | 6,337 | $137.9 萬 | 0.25% | +6,337 | 新進 |
| Morse Asset Management, Inc | 6,345 | $138.1 萬 | 0.33% | −3,255−33.9% | 減碼 |
| Tdam USA Inc. | 6,696 | $138.4 萬 | 0.09% | −2,548−27.6% | 減碼 |
| Equitable Holdings, Inc. | 6,370 | $138.6 萬 | 0.02% | +185+3.0% | 加碼 |
| Bridgefront Capital, LLC | 6,375 | $138.7 萬 | 0.52% | +4,458+232.6% | 加碼 |
| CAPROCK Group, Inc. | 6,398 | $139.2 萬 | 0.13% | +633+11.0% | 加碼 |
| Integrated Wealth Concepts LLC | 6,431 | $140.0 萬 | 0.05% | +964+17.6% | 加碼 |
| Valley Brook Capital Group | 6,440 | $140.1 萬 | 1.34% | +140+2.2% | 加碼 |
| Novak Financial Planning, LLC | 6,479 | $141.0 萬 | 0.69% | +86+1.3% | 加碼 |
| Franklin Street Advisors Inc | 6,500 | $141.5 萬 | 0.12% | 00.0% | 不變 |
| First Dallas Securities Inc. | 6,508 | $141.6 萬 | 0.93% | +818+14.4% | 加碼 |
| Legacy Bridge, LLC | 6,513 | $141.7 萬 | 0.80% | +65+1.0% | 加碼 |
| Fulcrum Equity Management | 6,530 | $142.1 萬 | 0.53% | +6,530 | 新進 |
| BCM Advisors, LLC | 7,000 | $142.2 萬 | 0.39% | 00.0% | 不變 |
| Empirical Finance, LLC | 6,537 | $142.3 萬 | 0.23% | +934+16.7% | 加碼 |