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 |
|---|---|---|---|---|---|
| Engine No. 1 LLC | 1,743 | $37.9 萬 | 0.10% | +1,743 | 新進 |
| Quest Capital Management Inc | 1,746 | $38.0 萬 | 0.08% | −167−8.7% | 減碼 |
| American Money Management, LLC | 1,748 | $38.0 萬 | 0.13% | +4+0.2% | 加碼 |
| Check Capital Management Inc | 1,750 | $38.1 萬 | 0.03% | 00.0% | 不變 |
| Ramsay, Stattman, Vela & Price, Inc. | 1,750 | $38.1 萬 | 0.09% | 00.0% | 不變 |
| Camden Capital, LLC | 1,754 | $38.2 萬 | 0.09% | +181+11.5% | 加碼 |
| Jackson Wealth Management, LLC | 1,764 | $38.4 萬 | 0.05% | +865+96.2% | 加碼 |
| Concord Wealth Partners | 1,771 | $38.5 萬 | 0.11% | −47−2.6% | 減碼 |
| Walter & Keenan Financial Consulting Co | 1,769 | $38.5 萬 | 0.13% | +1+0.1% | 加碼 |
| Two Sigma Securities, LLC | 1,767 | $38.5 萬 | 0.10% | +326+22.6% | 加碼 |
| Benchmark Wealth Management, LLC | 1,774 | $38.6 萬 | 0.27% | +1+0.1% | 加碼 |
| Horst & Graben Wealth Management LLC | 1,775 | $38.6 萬 | 0.11% | +5+0.3% | 加碼 |
| RDA Financial Network | 1,774 | $38.6 萬 | 0.17% | +29+1.7% | 加碼 |
| BOK Financial Private Wealth, Inc. | 1,773 | $38.6 萬 | 0.03% | +348+24.4% | 加碼 |
| Gries Financial LLC | 1,890 | $38.7 萬 | 0.12% | +6+0.3% | 加碼 |
| David Loasby | 1,778 | $38.7 萬 | 0.05% | −79−4.3% | 減碼 |
| Grove Bank & Trust | 1,776 | $38.7 萬 | 0.08% | −5−0.3% | 減碼 |
| RKL Wealth Management LLC | 1,777 | $38.7 萬 | 0.05% | 00.0% | 不變 |
| Garner Asset Management Corp | 1,788 | $38.9 萬 | 0.19% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 1,787 | $38.9 萬 | 0.04% | 00.0% | 不變 |
| West Family Investments, Inc. | 1,787 | $38.9 萬 | 0.11% | +1,787 | 新進 |
| Cooper/Haims Advisors, LLC | 1,793 | $39.0 萬 | 0.26% | −120−6.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 1,792 | $39.0 萬 | 0.07% | +225+14.4% | 加碼 |
| InterOcean Capital Group, LLC | 1,798 | $39.1 萬 | 0.02% | −291−13.9% | 減碼 |
| MONECO Advisors, LLC | 1,801 | $39.2 萬 | 0.18% | +162+9.9% | 加碼 |
| Range Financial Group LLC | 1,799 | $39.2 萬 | 0.29% | +564+45.7% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 1,806 | $39.3 萬 | 0.24% | +3+0.2% | 加碼 |
| GSB Wealth Management, LLC | 1,810 | $39.4 萬 | 0.12% | −100−5.2% | 減碼 |
| Keel Point, LLC | 1,811 | $39.4 萬 | 0.05% | +106+6.2% | 加碼 |
| Boston Common Asset Management, LLC | 1,812 | $39.4 萬 | 0.02% | +135+8.1% | 加碼 |
| Advisory Resource Group | 1,823 | $39.7 萬 | 0.16% | −236−11.5% | 減碼 |
| GeoWealth Management, LLC | 1,825 | $39.7 萬 | 0.05% | +33+1.8% | 加碼 |
| REDW Wealth LLC | 1,828 | $39.8 萬 | 0.13% | 00.0% | 不變 |
| Advisory Alpha, LLC | 1,832 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| Rockland Trust Co | 1,845 | $40.1 萬 | 0.03% | −602−24.6% | 減碼 |
| Edgestream Partners, L.P. | 1,853 | $40.3 萬 | 0.02% | −31,373−94.4% | 減碼 |
| Mark Stevens | 1,852 | $40.3 萬 | 0.04% | −151−7.5% | 減碼 |
| Aft, Forsyth & Company, Inc. | 1,850 | $40.3 萬 | 0.22% | 00.0% | 不變 |
| Intrua Financial, LLC | 1,823 | $40.4 萬 | 0.10% | 00.0% | 不變 |
| Appleton Partners Inc | 1,858 | $40.4 萬 | 0.03% | +512+38.0% | 加碼 |
| Annex Advisory Services, LLC | 1,882 | $40.9 萬 | 0.03% | +593+46.0% | 加碼 |
| Wall Street Access Asset Management, LLC | 1,891 | $41.1 萬 | 0.23% | +2+0.1% | 加碼 |
| Clarus Group, Inc. | 1,896 | $41.2 萬 | 0.31% | +2+0.1% | 加碼 |
| BBR Partners, LLC | 1,897 | $41.3 萬 | 0.03% | −473−20.0% | 減碼 |
| TruWealth Advisors, LLC | 1,908 | $41.5 萬 | 0.05% | +147+8.3% | 加碼 |
| Total Investment Management Inc | 1,910 | $41.6 萬 | 0.07% | −192−9.1% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 1,915 | $41.7 萬 | 0.03% | +115+6.4% | 加碼 |
| BlueSky Wealth Advisors, LLC | 1,920 | $41.7 萬 | 0.08% | +120+6.7% | 加碼 |
| Wealthspire Advisors, LLC | 1,925 | $41.9 萬 | 0.01% | −5,878−75.3% | 減碼 |
| Garrett Investment Advisors LLC | 1,926 | $41.9 萬 | 0.13% | +14+0.7% | 加碼 |
| Stewart & Patten Co LLC | 1,927 | $42.0 萬 | 0.07% | −165−7.9% | 減碼 |
| Corundum Group, Inc. | 1,928 | $42.0 萬 | 0.28% | −87−4.3% | 減碼 |
| Clearstead Advisors, LLC | 1,929 | $42.0 萬 | 0.03% | −32−1.6% | 減碼 |
| Gillespie Robinson & Grimm Inc | 1,932 | $42.0 萬 | 0.04% | +200+11.5% | 加碼 |
| Castleark Management LLC | 1,940 | $42.2 萬 | 0.01% | −4,010−67.4% | 減碼 |
| Summit Wealth Partners, LLC | 1,943 | $42.3 萬 | 0.10% | 00.0% | 不變 |
| Burns J W & Co Inc | 1,950 | $42.4 萬 | 0.07% | 00.0% | 不變 |
| Full Sail Capital, LLC | 1,947 | $42.4 萬 | 0.04% | +147+8.2% | 加碼 |
| United Asset Strategies, Inc. | 1,953 | $42.5 萬 | 0.06% | −55−2.7% | 減碼 |
| GHP Investment Advisors, Inc. | 1,959 | $42.6 萬 | 0.03% | −38−1.9% | 減碼 |
| First Commonwealth Financial Corp | 1,957 | $42.6 萬 | 0.15% | 00.0% | 不變 |
| BFT Financial Group, LLC | 1,961 | $42.7 萬 | 0.09% | −130−6.2% | 減碼 |
| Trustco Bank Corp N Y | 1,963 | $42.7 萬 | 0.38% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 1,960 | $42.7 萬 | 0.04% | +413+26.7% | 加碼 |
| Acropolis Investment Management, LLC | 1,968 | $42.8 萬 | 0.04% | 00.0% | 不變 |
| Novare Capital Management LLC | 1,966 | $42.8 萬 | 0.05% | +491+33.3% | 加碼 |
| Sunbelt Securities, Inc. | 2,063 | $42.9 萬 | 0.08% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 1,973 | $42.9 萬 | 0.03% | +4+0.2% | 加碼 |
| N.E.W. Advisory Services LLC | 1,976 | $43.0 萬 | 0.07% | +611+44.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 1,974 | $43.0 萬 | 0.04% | +1,974 | 新進 |
| Teamwork Financial Advisors, LLC | 1,981 | $43.1 萬 | 0.09% | −1,667−45.7% | 減碼 |
| Beach Investment Counsel Inc | 1,983 | $43.2 萬 | 0.04% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 1,984 | $43.2 萬 | 0.20% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 1,997 | $43.2 萬 | 0.05% | +210+11.8% | 加碼 |
| Allworth Financial LP | 1,992 | $43.4 萬 | 0.01% | +167+9.2% | 加碼 |
| Derby & Company, Inc | 1,997 | $43.5 萬 | 0.09% | −200−9.1% | 減碼 |
| Bienville Capital Management, LLC | 2,000 | $43.5 萬 | 0.14% | 00.0% | 不變 |
| Traverso Chambers Private Wealth Management, LLC | 2,000 | $43.5 萬 | 0.14% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 2,000 | $43.5 萬 | 0.25% | +7+0.4% | 加碼 |
| Financial Consulate, Inc | 2,002 | $43.6 萬 | 0.16% | 00.0% | 不變 |
| Financial Consulate Inc. | 2,002 | $43.6 萬 | 0.16% | +2,002 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 2,010 | $43.7 萬 | 0.08% | +272+15.7% | 加碼 |
| Jag Capital Management, LLC | 2,006 | $43.7 萬 | 0.03% | +1,006+100.6% | 加碼 |
| Abacus Wealth Partners, LLC | 2,016 | $43.9 萬 | 0.17% | 00.0% | 不變 |
| Pacitti Group Inc. | 2,018 | $43.9 萬 | 0.26% | +2+0.1% | 加碼 |
| Almanack Investment Partners, LLC. | 2,035 | $44.3 萬 | 0.04% | −1,006−33.1% | 減碼 |
| Bank Hapoalim BM | 2,038 | $44.3 萬 | 0.05% | −350−14.7% | 減碼 |
| Truadvice, LLC | 2,114 | $44.4 萬 | 0.10% | +415+24.4% | 加碼 |
| First Heartland Consultants, Inc. | 2,043 | $44.5 萬 | 0.07% | −80−3.8% | 減碼 |
| Golden Green, Inc. | 2,046 | $44.5 萬 | 0.34% | −14−0.7% | 減碼 |
| Townsend Asset Management Corp | 2,055 | $44.7 萬 | 0.25% | +101+5.2% | 加碼 |
| Clear Perspective Advisors, LLC | 2,057 | $44.8 萬 | 0.16% | +4+0.2% | 加碼 |
| Foundations Investment Advisors, LLC | 2,075 | $45.1 萬 | 0.02% | −16−0.8% | 減碼 |
| Sterling Investment Advisors, Ltd. | 2,083 | $45.3 萬 | 0.13% | +10.0% | 加碼 |
| Verity Asset Management, Inc. | 2,082 | $45.3 萬 | 0.25% | +58+2.9% | 加碼 |
| Eads & Heald Wealth Management | 2,085 | $45.4 萬 | 0.22% | −93−4.3% | 減碼 |
| Versor Investments LP | 2,086 | $45.4 萬 | 0.02% | +486+30.4% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 2,095 | $45.6 萬 | 0.03% | +190+10.0% | 加碼 |
| Ironwood Investment Management LLC | 2,100 | $45.7 萬 | 0.23% | 00.0% | 不變 |
| Smith Anglin Financial, LLC | 2,100 | $45.7 萬 | 0.09% | +7+0.3% | 加碼 |