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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 1,456 | $31.7 萬 | 0.09% | +52+3.7% | 加碼 |
| PRW Wealth Management LLC | 1,456 | $31.7 萬 | 0.09% | +1,456 | 新進 |
| Northwest Bancshares, Inc. | 1,462 | $31.8 萬 | 0.07% | 00.0% | 不變 |
| Fundamentun, LLC | 1,461 | $31.8 萬 | 0.09% | +71+5.1% | 加碼 |
| Childress Capital Advisors, LLC | 1,466 | $31.9 萬 | 0.15% | −227−13.4% | 減碼 |
| Nadler Financial Group, Inc. | 1,468 | $32.0 萬 | 0.05% | 00.0% | 不變 |
| Magnus Financial Group LLC | 1,471 | $32.0 萬 | 0.07% | +53+3.7% | 加碼 |
| Summit Financial, LLC | 1,472 | $32.0 萬 | 0.03% | +1,472 | 新進 |
| Morningstar Investment Services LLC | 1,492 | $32.1 萬 | 0.00% | −819−35.4% | 減碼 |
| Mount Vernon Associates Inc | 1,476 | $32.1 萬 | 0.29% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 1,480 | $32.2 萬 | 0.09% | −53−3.5% | 減碼 |
| Bell Bank | 1,480 | $32.2 萬 | 0.04% | 00.0% | 不變 |
| Baker Boyer National Bank | 1,801 | $32.2 萬 | 0.16% | +1,801 | 新進 |
| Brewin Dolphin Wealth Management Ltd | 1,480 | $32.2 萬 | 0.04% | +80+5.7% | 加碼 |
| Game Plan Financial Advisors, LLC | 1,485 | $32.3 萬 | 0.19% | −5−0.3% | 減碼 |
| Cornerstone Advisory, LLC | 1,490 | $32.4 萬 | 0.05% | +3+0.2% | 加碼 |
| AIA Group Ltd | 1,598 | $32.5 萬 | 0.02% | +1,598 | 新進 |
| Rbo & Co LLC | 1,500 | $32.6 萬 | 0.06% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,500 | $32.6 萬 | 0.01% | 00.0% | 不變 |
| Titus Wealth Management | 1,500 | $32.6 萬 | 0.18% | +25+1.7% | 加碼 |
| Continuum Advisory, LLC | 1,497 | $32.6 萬 | 0.10% | +152+11.3% | 加碼 |
| Kings Point Capital Management | 1,498 | $32.6 萬 | 0.03% | +393+35.6% | 加碼 |
| Castle Rock Wealth Management, LLC | 1,522 | $32.6 萬 | 0.12% | +416+37.6% | 加碼 |
| Regent Peak Wealth Advisors LLC | 1,584 | $32.7 萬 | 0.09% | +118+8.0% | 加碼 |
| Capital Square, LLC | 1,558 | $32.8 萬 | 0.24% | −105−6.3% | 減碼 |
| Summit X, LLC | 1,512 | $32.8 萬 | 0.08% | +12+0.8% | 加碼 |
| ZWJ Investment Counsel Inc | 1,510 | $32.9 萬 | 0.02% | −38−2.5% | 減碼 |
| TCG Advisory Services, LLC | 1,511 | $32.9 萬 | 0.09% | −32−2.1% | 減碼 |
| LifeSteps Financial, Inc. | 1,512 | $32.9 萬 | 0.25% | +28+1.9% | 加碼 |
| Advisors Capital Management, LLC | 1,511 | $32.9 萬 | 0.01% | +289+23.6% | 加碼 |
| Contravisory Investment Management, Inc. | 1,523 | $33.1 萬 | 0.10% | +27+1.8% | 加碼 |
| Capital Advisors Inc | 1,522 | $33.1 萬 | 0.01% | +309+25.5% | 加碼 |
| Plancorp, LLC | 1,528 | $33.2 萬 | 0.03% | −20−1.3% | 減碼 |
| Landsberg, Bennett, & Dubbaneh LLC | 1,545 | $33.2 萬 | 0.04% | +5+0.3% | 加碼 |
| Sugarloaf Wealth Management, LLC | 1,525 | $33.2 萬 | 0.09% | +2+0.1% | 加碼 |
| Affinity Capital Advisors, LLC | 1,529 | $33.3 萬 | 0.11% | −35−2.2% | 減碼 |
| Linscomb & Williams, Inc. | 1,554 | $33.8 萬 | 0.02% | −510−24.7% | 減碼 |
| Sanchez Wealth Management Group | 1,553 | $33.8 萬 | 0.15% | +6+0.4% | 加碼 |
| SFMG, LLC | 1,561 | $34.0 萬 | 0.04% | +55+3.7% | 加碼 |
| Marcum Wealth, LLC | 1,565 | $34.1 萬 | 0.06% | −995−38.9% | 減碼 |
| Sanford Advisory Services, LLC | 1,569 | $34.2 萬 | 0.09% | +42+2.8% | 加碼 |
| Eclectic Associates Inc | 1,576 | $34.3 萬 | 0.26% | 00.0% | 不變 |
| Camden National Bank | 1,581 | $34.4 萬 | 0.06% | −144−8.3% | 減碼 |
| Colonial River Wealth Management, LLC | 1,580 | $34.4 萬 | 0.25% | −1−0.1% | 減碼 |
| Bingham Osborn & Scarborough LLC | 1,580 | $34.4 萬 | 0.02% | +19+1.2% | 加碼 |
| Brightworth | 1,584 | $34.5 萬 | 0.03% | −76−4.6% | 減碼 |
| StrategIQ Financial Group, LLC | 1,585 | $34.5 萬 | 0.07% | +60+3.9% | 加碼 |
| Eqis Capital Management, Inc. | 1,596 | $34.7 萬 | 0.03% | +10+0.6% | 加碼 |
| Wealth Quarterback LLC | 1,590 | $34.7 萬 | 0.21% | +1,590 | 新進 |
| Ledyard National Bank | 1,597 | $34.8 萬 | 0.04% | −170−9.6% | 減碼 |
| Weybosset Research & Management LLC | 1,600 | $34.8 萬 | 0.14% | −30−1.8% | 減碼 |
| IMS Capital Management | 1,600 | $34.8 萬 | 0.21% | 00.0% | 不變 |
| WESCAP Management Group, Inc. | 1,600 | $34.8 萬 | 0.10% | 00.0% | 不變 |
| Mizuho Securities Co. Ltd. | 1,598 | $34.8 萬 | 0.07% | +1,011+172.2% | 加碼 |
| Lafayette Investments, Inc. | 1,600 | $34.8 萬 | 0.09% | +1,600 | 新進 |
| Vishria Bird Financial Group, LLC | 1,606 | $35.0 萬 | 0.17% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 1,610 | $35.1 萬 | 0.07% | +235+17.1% | 加碼 |
| Minot Wealth Management LLC | 1,636 | $35.2 萬 | 0.08% | +7+0.4% | 加碼 |
| Highland Private Wealth Management | 1,617 | $35.2 萬 | 0.05% | +23+1.4% | 加碼 |
| GYL Financial Synergies, LLC | 1,616 | $35.2 萬 | 0.18% | +200+14.1% | 加碼 |
| Meristem Family Wealth, LLC | 1,621 | $35.3 萬 | 0.06% | +1,621 | 新進 |
| PNC Managed Account Solutions, Inc. | 1,631 | $35.5 萬 | 0.07% | +1,631 | 新進 |
| First Financial Corp | 1,645 | $35.8 萬 | 0.24% | 00.0% | 不變 |
| Smith Chas P & Associates Pa Cpas | 1,647 | $35.8 萬 | 0.03% | +60+3.8% | 加碼 |
| Signet Investment Advisory Group, Inc. | 1,650 | $35.9 萬 | 0.23% | −300−15.4% | 減碼 |
| Hamel Associates, Inc. | 1,650 | $35.9 萬 | 0.14% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 1,648 | $35.9 萬 | 0.04% | +109+7.1% | 加碼 |
| Integrated Investment Consultants, LLC | 1,654 | $36.0 萬 | 0.11% | −38−2.2% | 減碼 |
| Wendell David Associates Inc | 1,653 | $36.0 萬 | 0.04% | 00.0% | 不變 |
| First American Bank | 1,654 | $36.0 萬 | 0.02% | +5+0.3% | 加碼 |
| Corbett Road Capital Management, LLC | 1,663 | $36.2 萬 | 0.64% | −272−14.1% | 減碼 |
| Sunburst Financial Group, LLC | 1,662 | $36.2 萬 | 0.23% | 00.0% | 不變 |
| RMR Wealth Builders | 1,674 | $36.4 萬 | 0.12% | +60+3.7% | 加碼 |
| WealthTrust Axiom LLC | 1,673 | $36.4 萬 | 0.12% | +500+42.6% | 加碼 |
| Addison Capital Co | 1,678 | $36.5 萬 | 0.18% | 00.0% | 不變 |
| Bremer Bank National Association | 1,676 | $36.5 萬 | 0.08% | 00.0% | 不變 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1,757 | $36.5 萬 | 0.16% | +430+32.4% | 加碼 |
| Gould Asset Management LLC | 1,680 | $36.6 萬 | 0.10% | −320−16.0% | 減碼 |
| Aaron Wealth Advisors | 1,690 | $36.7 萬 | 0.12% | −31−1.8% | 減碼 |
| WoodTrust Financial Corp | 1,688 | $36.7 萬 | 0.10% | +124+7.9% | 加碼 |
| SevenOneSeven Capital Management | 1,691 | $36.8 萬 | 0.96% | +1,691 | 新進 |
| Schulhoff & Co Inc | 1,700 | $36.9 萬 | 0.16% | 00.0% | 不變 |
| Bender Robert & Associates | 1,697 | $36.9 萬 | 0.10% | 00.0% | 不變 |
| Valley National Advisers Inc | 1,702 | $37.0 萬 | 0.07% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 1,700 | $37.0 萬 | 0.26% | 00.0% | 不變 |
| American Research & Management Co. | 1,700 | $37.0 萬 | 0.08% | +400+30.8% | 加碼 |
| Lakeview Capital Partners, LLC | 1,703 | $37.1 萬 | 0.16% | −606−26.2% | 減碼 |
| BigSur Wealth Management LLC | 1,710 | $37.2 萬 | 0.17% | 00.0% | 不變 |
| Home Federal Bank of Tennessee | 1,709 | $37.2 萬 | 0.13% | +34+2.0% | 加碼 |
| Hutchinson Capital Management | 1,708 | $37.2 萬 | 0.09% | +40+2.4% | 加碼 |
| Waddell & Associates, LLC | 1,707 | $37.2 萬 | 0.06% | +1,707 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,714 | $37.3 萬 | 0.09% | +16+0.9% | 加碼 |
| Tradition Wealth Management, LLC | 1,716 | $37.3 萬 | 0.06% | +285+19.9% | 加碼 |
| Soltis Investment Advisors LLC | 1,719 | $37.4 萬 | 0.06% | +1,719 | 新進 |
| MCF Advisors LLC | 1,725 | $37.5 萬 | 0.04% | +3+0.2% | 加碼 |
| ACG Wealth | 1,733 | $37.7 萬 | 0.05% | −235−11.9% | 減碼 |
| YHB Investment Advisors, Inc. | 1,733 | $37.7 萬 | 0.03% | +1+0.1% | 加碼 |
| Tobam | 1,735 | $37.8 萬 | 0.02% | −187−9.7% | 減碼 |
| Smithfield Trust Co | 1,737 | $37.8 萬 | 0.03% | 00.0% | 不變 |
| Stokes Family Office, LLC | 1,737 | $37.8 萬 | 0.05% | +83+5.0% | 加碼 |