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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 2,103 | $45.8 萬 | 0.09% | −200−8.7% | 減碼 |
| Evergreen Capital Management LLC | 2,110 | $45.9 萬 | 0.02% | +244+13.1% | 加碼 |
| Golden State Equity Partners | 2,119 | $46.1 萬 | 0.18% | −640−23.2% | 減碼 |
| Berkshire Bank | 2,125 | $46.3 萬 | 0.11% | −50−2.3% | 減碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,125 | $46.3 萬 | 0.11% | +86+4.2% | 加碼 |
| Heron Financial Group, LLC | 2,130 | $46.4 萬 | 0.27% | +115+5.7% | 加碼 |
| Ategra Capital Management, LLC | 2,136 | $46.5 萬 | 0.24% | +9+0.4% | 加碼 |
| Princeton Global Asset Management LLC | 2,135 | $46.5 萬 | 0.14% | −5,214−70.9% | 減碼 |
| Parkside Financial Bank & Trust | 2,149 | $46.7 萬 | 0.14% | −358−14.3% | 減碼 |
| Advisors Management Group Inc | 2,151 | $46.8 萬 | 0.14% | −5−0.2% | 減碼 |
| Accurate Wealth Management, LLC | 2,149 | $46.8 萬 | 0.41% | +2,149 | 新進 |
| Davidson Investment Advisors | 2,165 | $47.1 萬 | 0.04% | −150−6.5% | 減碼 |
| Capital Planning Advisors, LLC | 2,166 | $47.1 萬 | 0.10% | +991+84.3% | 加碼 |
| Quantamental Technologies LLC | 2,172 | $47.3 萬 | 0.42% | +47+2.2% | 加碼 |
| Day & Ennis, LLC | 2,174 | $47.3 萬 | 0.16% | +106+5.1% | 加碼 |
| Davidson Trust Co | 2,173 | $47.3 萬 | 0.37% | +2,173 | 新進 |
| International Assets Investment Management, LLC | 2,177 | $47.4 萬 | 0.09% | −15,082−87.4% | 減碼 |
| Zhang Financial LLC | 2,180 | $47.4 萬 | 0.12% | −281−11.4% | 減碼 |
| 180 Wealth Advisors, LLC | 2,223 | $47.6 萬 | 0.11% | +164+8.0% | 加碼 |
| Tolleson Wealth Management, Inc. | 2,200 | $47.9 萬 | 0.13% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,200 | $47.9 萬 | 0.44% | +30+1.4% | 加碼 |
| Requisite Capital Management, LLC | 2,202 | $47.9 萬 | 0.08% | +1,000+83.2% | 加碼 |
| Machina Capital S.A.S. | 2,200 | $47.9 萬 | 0.81% | +2,200 | 新進 |
| Evanson Asset Management, LLC | 2,204 | $48.0 萬 | 0.05% | −343−13.5% | 減碼 |
| Carnegie Capital Asset Management, LLC | 2,207 | $48.0 萬 | 0.02% | +440+24.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 2,208 | $48.1 萬 | 0.12% | +233+11.8% | 加碼 |
| LVM Capital Management Ltd | 2,225 | $48.4 萬 | 0.07% | 00.0% | 不變 |
| Lehman & Derafelo Financial Resources LLC | 2,225 | $48.4 萬 | 0.13% | 00.0% | 不變 |
| Platform Technology Partners | 2,222 | $48.4 萬 | 0.20% | +2,222 | 新進 |
| Wimmer Associates 1, LLC | 2,227 | $48.5 萬 | 0.28% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 2,227 | $48.5 萬 | 0.05% | +51+2.3% | 加碼 |
| Shepherd Financial Partners LLC | 2,240 | $48.7 萬 | 0.09% | 00.0% | 不變 |
| German American Bancorp, Inc. | 2,248 | $48.9 萬 | 0.08% | +12+0.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 2,246 | $48.9 萬 | 0.03% | +794+54.7% | 加碼 |
| Cooper Financial Group | 2,253 | $49.0 萬 | 0.10% | +7+0.3% | 加碼 |
| Wealth Alliance | 2,254 | $49.1 萬 | 0.12% | −1,290−36.4% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,257 | $49.1 萬 | 0.05% | −429−16.0% | 減碼 |
| Sterling Manor Financial, LLC | 2,255 | $49.1 萬 | 0.39% | +2+0.1% | 加碼 |
| Goepper Burkhardt LLC | 2,260 | $49.2 萬 | 0.31% | 00.0% | 不變 |
| Forte Capital LLC | 2,263 | $49.2 萬 | 0.07% | +265+13.3% | 加碼 |
| Grimes & Company, Inc. | 2,265 | $49.3 萬 | 0.02% | +400+21.4% | 加碼 |
| Girard Partners Ltd. | 2,275 | $49.5 萬 | 0.06% | −57−2.4% | 減碼 |
| Bath Savings Trust Co | 2,290 | $49.8 萬 | 0.06% | −50−2.1% | 減碼 |
| Putnam Investments LLC | 2,313 | $49.8 萬 | 0.00% | +22+1.0% | 加碼 |
| Diligent Investors, LLC | 2,292 | $49.9 萬 | 0.17% | −625−21.4% | 減碼 |
| Regent Investment Management LLC | 2,300 | $50.1 萬 | 0.12% | 00.0% | 不變 |
| Hayden Royal, LLC | 2,309 | $50.2 萬 | 0.28% | −47−2.0% | 減碼 |
| Wealthsource Partners, LLC | 2,321 | $50.5 萬 | 0.04% | −272−10.5% | 減碼 |
| Transcend Wealth Collective, LLC | 2,320 | $50.5 萬 | 0.07% | +304+15.1% | 加碼 |
| Mather Group, LLC. | 2,336 | $50.8 萬 | 0.01% | +42+1.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 2,340 | $50.9 萬 | 0.06% | −244−9.4% | 減碼 |
| Intrust Bank NA | 2,340 | $50.9 萬 | 0.07% | +332+16.5% | 加碼 |
| Archford Capital Strategies, LLC | 2,344 | $51.0 萬 | 0.13% | −626−21.1% | 減碼 |
| Evermay Wealth Management LLC | 2,345 | $51.0 萬 | 0.09% | −98−4.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 2,347 | $51.1 萬 | 0.03% | +1,241+112.2% | 加碼 |
| Acorn Wealth Advisors, LLC | 2,362 | $51.4 萬 | 0.36% | +10.0% | 加碼 |
| Wolverine Asset Management LLC | 2,364 | $51.4 萬 | 0.00% | +1,585+203.5% | 加碼 |
| Castleview Partners, LLC | 2,360 | $51.4 萬 | 0.23% | +2,360 | 新進 |
| LCNB Corp | 2,370 | $51.6 萬 | 0.26% | +180+8.2% | 加碼 |
| First National Bank of Hutchinson | 2,376 | $51.7 萬 | 0.27% | −950−28.6% | 減碼 |
| Thrive Capital Management, LLC | 2,381 | $51.8 萬 | 0.40% | +879+58.5% | 加碼 |
| Exencial Wealth Advisors, LLC | 2,393 | $52.1 萬 | 0.03% | +812+51.4% | 加碼 |
| FSB Premier Wealth Management, Inc. | 2,412 | $52.4 萬 | 0.27% | +283+13.3% | 加碼 |
| Grandview Asset Management LLC | 2,406 | $52.4 萬 | 0.29% | +2,292+2,010.5% | 加碼 |
| Stevens Capital Management LP | 2,416 | $52.6 萬 | 0.15% | +2,416 | 新進 |
| Northstar Investment Advisors LLC | 2,548 | $52.7 萬 | 0.07% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 2,422 | $52.7 萬 | 0.13% | 00.0% | 不變 |
| Farr Miller & Washington LLC | 2,420 | $52.7 萬 | 0.03% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 2,427 | $52.8 萬 | 0.00% | −566−18.9% | 減碼 |
| Aspiriant, LLC | 2,422 | $52.8 萬 | 0.03% | +12+0.5% | 加碼 |
| Proficio Capital Partners LLC | 2,436 | $53.0 萬 | 0.06% | +36+1.5% | 加碼 |
| Clarus Wealth Advisors | 2,430 | $53.1 萬 | 0.33% | −1,591−39.6% | 減碼 |
| 55I, LLC | 2,438 | $53.1 萬 | 0.02% | +1,074+78.7% | 加碼 |
| Maryland Capital Management | 2,458 | $53.5 萬 | 0.03% | +332+15.6% | 加碼 |
| Trillium Asset Management, LLC | 2,461 | $53.6 萬 | 0.01% | −6−0.2% | 減碼 |
| Hills Bank & Trust Co | 2,464 | $53.6 萬 | 0.08% | +200+8.8% | 加碼 |
| Tarbox Family Office, Inc. | 2,467 | $53.7 萬 | 0.10% | +3+0.1% | 加碼 |
| Carret Asset Management, LLC | 2,482 | $54.0 萬 | 0.06% | +25+1.0% | 加碼 |
| XML Financial, LLC | 2,489 | $54.2 萬 | 0.12% | +27+1.1% | 加碼 |
| Sawtooth Solutions, LLC | 2,494 | $54.3 萬 | 0.11% | +398+19.0% | 加碼 |
| Ocean Capital Management, LLC | 2,500 | $54.4 萬 | 0.23% | 00.0% | 不變 |
| Bordeaux Wealth Advisors LLC | 2,500 | $54.4 萬 | 0.31% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 2,499 | $54.4 萬 | 0.07% | +150+6.4% | 加碼 |
| Harbor Financial Services, LLC | 2,510 | $54.6 萬 | 0.23% | −73−2.8% | 減碼 |
| Parsec Financial Management, Inc. | 2,509 | $54.6 萬 | 0.03% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,513 | $54.7 萬 | 0.02% | −6,174−71.1% | 減碼 |
| Ancora Advisors, LLC | 2,515 | $54.7 萬 | 0.01% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 2,516 | $54.8 萬 | 0.12% | −619−19.7% | 減碼 |
| Old Second National Bank of Aurora | 2,525 | $54.9 萬 | 0.15% | −600−19.2% | 減碼 |
| Investors Financial Group, LLC | 2,525 | $55.0 萬 | 0.30% | +471+22.9% | 加碼 |
| Insight Advisors, LLC | 2,686 | $55.1 萬 | 0.17% | −1,039−27.9% | 減碼 |
| Arete Wealth Advisors, LLC | 3,095 | $55.3 萬 | 0.08% | +1,579+104.2% | 加碼 |
| 9258 Wealth Management, LLC | 2,544 | $55.4 萬 | 0.15% | +5+0.2% | 加碼 |
| Barrett Asset Management, LLC | 2,550 | $55.5 萬 | 0.03% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 2,553 | $55.6 萬 | 0.02% | −948−27.1% | 減碼 |
| Bartlett & Co. LLC | 2,557 | $55.6 萬 | 0.01% | +150+6.2% | 加碼 |
| Heritage Wealth Advisors | 2,556 | $55.6 萬 | 0.03% | +771+43.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,557 | $55.6 萬 | 0.01% | +150+6.2% | 加碼 |
| First National Bank Sioux Falls | 2,560 | $55.7 萬 | 0.85% | −304−10.6% | 減碼 |
| Pitcairn Co | 2,568 | $55.9 萬 | 0.04% | −47−1.8% | 減碼 |