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 | 3,773 | $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 |
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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 15,254 | $331.9 萬 | 0.01% | +93+0.6% | 加碼 |
| Kames Capital plc | 15,336 | $333.8 萬 | 0.05% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 15,443 | $336.1 萬 | 2.19% | −58−0.4% | 減碼 |
| IBM Retirement Fund | 15,472 | $336.7 萬 | 0.26% | −2,972−16.1% | 減碼 |
| BLB&B Advisors, LLC | 15,500 | $337.3 萬 | 0.24% | −70−0.4% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 15,531 | $338.0 萬 | 1.25% | −450−2.8% | 減碼 |
| StoneX Group Inc. | 15,545 | $338.3 萬 | 0.50% | +12,401+394.4% | 加碼 |
| Chase Investment Counsel Corp | 15,667 | $340.9 萬 | 1.41% | −10,893−41.0% | 減碼 |
| Griffin Asset Management, Inc. | 15,707 | $341.8 萬 | 0.41% | +125+0.8% | 加碼 |
| World Asset Management Inc | 15,718 | $342.1 萬 | 0.31% | −1,045−6.2% | 減碼 |
| McMillion Capital Management Inc | 15,820 | $344.3 萬 | 1.88% | −1,053−6.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 15,657 | $345.1 萬 | 0.26% | +810+5.5% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,877 | $345.5 萬 | 0.60% | +23+0.1% | 加碼 |
| Monetary Management Group Inc | 15,917 | $346.4 萬 | 1.04% | +7,490+88.9% | 加碼 |
| Eudaimonia Partners, LLC | 15,978 | $347.7 萬 | 0.65% | +72+0.5% | 加碼 |
| Leavell Investment Management, Inc. | 15,019 | $348.3 萬 | 0.28% | 00.0% | 不變 |
| Ieq Capital, LLC | 16,198 | $352.5 萬 | 0.10% | +2,132+15.2% | 加碼 |
| Asset Dedication, LLC | 16,274 | $353.7 萬 | 0.53% | +4,239+35.2% | 加碼 |
| SageGuard Financial Group, LLC | 16,271 | $354.1 萬 | 1.61% | +3,678+29.2% | 加碼 |
| Family Legacy, Inc. | 16,973 | $355.0 萬 | 1.58% | +321+1.9% | 加碼 |
| First Midwest Bank Trust Division | 16,317 | $355.1 萬 | 0.48% | −2,323−12.5% | 減碼 |
| Hayek Kallen Investment Management | 16,385 | $356.6 萬 | 1.50% | −220−1.3% | 減碼 |
| Security National Trust Co | 16,452 | $358.1 萬 | 0.80% | −679−4.0% | 減碼 |
| Abbrea Capital, LLC | 16,461 | $358.2 萬 | 0.54% | +170+1.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,507 | $359.2 萬 | 0.35% | −5,169−23.8% | 減碼 |
| Global Retirement Partners, LLC | 16,567 | $360.5 萬 | 0.37% | +1,121+7.3% | 加碼 |
| Intact Investment Management Inc. | 16,600 | $361.3 萬 | 0.10% | −20,600−55.4% | 減碼 |
| Malaga Cove Capital, LLC | 16,719 | $363.9 萬 | 1.56% | +289+1.8% | 加碼 |
| Next Century Growth Investors LLC | 16,758 | $364.7 萬 | 0.28% | −660−3.8% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 16,789 | $365.3 萬 | 1.67% | +30.0% | 加碼 |
| Siemens Fonds Invest GmbH | 16,824 | $366.1 萬 | 0.44% | +535+3.3% | 加碼 |
| BBVA USA | 16,854 | $366.8 萬 | 0.20% | +16,854 | 新進 |
| Avantax Advisory Services, Inc. | 17,064 | $371.3 萬 | 0.07% | +1,377+8.8% | 加碼 |
| Monument Capital Management | 17,112 | $372.4 萬 | 1.29% | +379+2.3% | 加碼 |
| Stillwater Investment Management, LLC | 17,145 | $373.1 萬 | 0.99% | −30−0.2% | 減碼 |
| Cigna Investments Inc | 17,187 | $374.1 萬 | 0.27% | −2,465−12.5% | 減碼 |
| Physicians Financial Services, Inc. | 17,351 | $377.6 萬 | 1.55% | −204−1.2% | 減碼 |
| CBOE Vest Financial, LLC | 17,424 | $379.2 萬 | 1.44% | +4,448+34.3% | 加碼 |
| Financial Advocates Investment Management | 17,449 | $379.8 萬 | 0.27% | +7,497+75.3% | 加碼 |
| Drexel Morgan & Co. | 17,522 | $381.3 萬 | 1.13% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 17,625 | $383.6 萬 | 0.16% | +2,192+14.2% | 加碼 |
| Canandaigua National Corp | 17,643 | $384.0 萬 | 0.62% | −170−1.0% | 減碼 |
| Avantax Planning Partners, Inc. | 17,707 | $385.4 萬 | 0.18% | −760−4.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 17,761 | $386.5 萬 | 0.14% | +13,600+326.8% | 加碼 |
| Raymond James Trust N.A. | 17,802 | $387.4 萬 | 0.13% | +2,866+19.2% | 加碼 |
| Terry L. Blaker | 17,908 | $389.7 萬 | 0.25% | −214−1.2% | 減碼 |
| Hudson Bay Capital Management LP | 18,000 | $391.7 萬 | 0.05% | +18,000 | 新進 |
| Argus Investors' Counsel, Inc. | 18,005 | $391.8 萬 | 1.59% | −2,210−10.9% | 減碼 |
| Fusion Capital, LLC | 18,002 | $391.8 萬 | 2.36% | +635+3.7% | 加碼 |
| Loveless Wealth Management LLC | 18,100 | $393.9 萬 | 2.40% | −560−3.0% | 減碼 |
| G&S Capital LLC | 18,138 | $394.7 萬 | 2.07% | +2,070+12.9% | 加碼 |
| Graham Capital Management, L.P. | 18,178 | $395.6 萬 | 0.21% | −28,426−61.0% | 減碼 |
| Gateway Advisory, LLC | 18,211 | $396.3 萬 | 0.84% | +18,211 | 新進 |
| Montgomery Investment Management Inc | 18,251 | $397.2 萬 | 1.47% | −772−4.1% | 減碼 |
| Aries Wealth Management | 18,294 | $398.1 萬 | 1.70% | −270−1.5% | 減碼 |
| Ameritas Investment Company, LLC | 10,444 | $400.5 萬 | 0.20% | +3,096+42.1% | 加碼 |
| Focus Financial Network, Inc. | 18,411 | $400.7 萬 | 0.53% | −814−4.2% | 減碼 |
| Freestone Capital Holdings, LLC | 18,719 | $407.4 萬 | 0.20% | −17−0.1% | 減碼 |
| Channing Capital Management, LLC | 18,734 | $407.7 萬 | 0.13% | +1,568+9.1% | 加碼 |
| Northeast Investment Management | 18,818 | $409.5 萬 | 0.22% | +485+2.6% | 加碼 |
| Community Bank, N.A. | 18,874 | $410.7 萬 | 0.49% | −286−1.5% | 減碼 |
| Great Lakes Advisors, LLC | 18,897 | $411.2 萬 | 0.06% | +215+1.2% | 加碼 |
| Palladium Partners LLC | 18,952 | $412.4 萬 | 0.19% | −161−0.8% | 減碼 |
| Usca Ria LLC | 19,005 | $413.6 萬 | 0.25% | −573−2.9% | 減碼 |
| Meridian Wealth Management, LLC | 19,261 | $419.2 萬 | 0.53% | +2,539+15.2% | 加碼 |
| Principle Wealth Partners LLC | 19,328 | $420.6 萬 | 0.48% | −1,853−8.7% | 減碼 |
| Inscription Capital, LLC | 19,328 | $420.6 萬 | 0.48% | +6,743+53.6% | 加碼 |
| Searle & Co. | 19,364 | $421.4 萬 | 1.72% | 00.0% | 不變 |
| Marketfield Asset Management LLC | 19,442 | $423.1 萬 | 3.13% | 00.0% | 不變 |
| Retirement Group, LLC | 19,471 | $423.7 萬 | 2.04% | −2,713−12.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 19,490 | $424.2 萬 | 0.48% | −249−1.3% | 減碼 |
| Cutler Group LP | 19,503 | $424.4 萬 | 0.31% | +19,503 | 新進 |
| B & T Capital Management DBA Alpha Capital Management | 19,534 | $425.1 萬 | 1.00% | −136−0.7% | 減碼 |
| Leonteq Securities AG | 19,536 | $425.2 萬 | 0.32% | +18,951+3,239.5% | 加碼 |
| National Asset Management, Inc. | 19,507 | $425.2 萬 | 0.14% | +574+3.0% | 加碼 |
| Level Four Advisory Services, LLC | 19,564 | $425.8 萬 | 0.29% | +323+1.7% | 加碼 |
| NWK Group, Inc. | 19,588 | $426.3 萬 | 1.70% | +42+0.2% | 加碼 |
| Summitry LLC | 19,587 | $426.3 萬 | 0.26% | +215+1.1% | 加碼 |
| Colonial Trust Advisors | 19,623 | $427.1 萬 | 0.52% | −883−4.3% | 減碼 |
| HighPoint Advisor Group LLC | 19,630 | $427.2 萬 | 0.43% | −680−3.3% | 減碼 |
| Crestwood Advisors Group LLC | 19,709 | $428.9 萬 | 0.12% | −20−0.1% | 減碼 |
| Moors & Cabot, Inc. | 19,750 | $429.8 萬 | 0.30% | −294−1.5% | 減碼 |
| Burney Co | 19,799 | $430.9 萬 | 0.20% | −15,947−44.6% | 減碼 |
| Reliant Investment Management, LLC | 19,808 | $431.1 萬 | 1.98% | +408+2.1% | 加碼 |
| BKD Wealth Advisors, LLC | 19,927 | $433.7 萬 | 0.20% | −1,460−6.8% | 減碼 |
| Caldwell Trust Co | 19,975 | $434.7 萬 | 0.57% | +62+0.3% | 加碼 |
| Arosa Capital Management LP | 20,000 | $435.3 萬 | 1.55% | +20,000 | 新進 |
| Twin Capital Management Inc | 20,053 | $436.4 萬 | 0.40% | +140+0.7% | 加碼 |
| AlphaStar Capital Management, LLC | 20,140 | $438.3 萬 | 0.56% | +18,345+1,022.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 20,210 | $439.8 萬 | 0.22% | +417+2.1% | 加碼 |
| FIL Ltd | 20,247 | $440.6 萬 | 0.00% | +6,867+51.3% | 加碼 |
| Bridge Creek Capital Management LLC | 20,297 | $441.7 萬 | 1.66% | −715−3.4% | 減碼 |
| Westwood Management Corp | 20,300 | $441.8 萬 | 0.36% | −104,900−83.8% | 減碼 |
| Wesbanco Bank Inc | 20,510 | $446.4 萬 | 0.17% | +878+4.5% | 加碼 |
| First National Trust Co | 20,646 | $449.3 萬 | 0.27% | +3,652+21.5% | 加碼 |
| Community Bank & Trust, Waco, Texas | 20,660 | $449.6 萬 | 1.47% | +111+0.5% | 加碼 |
| Argyle Capital Management Inc. | 20,665 | $449.7 萬 | 1.45% | 00.0% | 不變 |
| Financial Enhancement Group LLC | 20,672 | $449.9 萬 | 0.92% | −896−4.2% | 減碼 |
| USS Investment Management Ltd | 20,676 | $450.1 萬 | 0.04% | 00.0% | 不變 |
| Pearl River Capital, LLC | 20,903 | $454.9 萬 | 1.25% | +20,903 | 新進 |