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 |
|---|---|---|---|---|---|
| Source Financial Advisors LLC | 2,577 | $56.1 萬 | 0.14% | +27+1.1% | 加碼 |
| Occudo Quantitative Strategies LP | 2,585 | $56.3 萬 | 0.09% | +2,585 | 新進 |
| Kore Private Wealth LLC | 2,595 | $56.5 萬 | 0.06% | −793−23.4% | 減碼 |
| LSV Asset Management | 2,600 | $56.5 萬 | 0.00% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 2,600 | $56.6 萬 | 0.02% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 2,601 | $56.6 萬 | 0.05% | +10.0% | 加碼 |
| Perpetual Investment Management Ltd | 2,600 | $56.6 萬 | 0.08% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,615 | $56.9 萬 | 0.03% | +15+0.6% | 加碼 |
| Windsor Capital Management, LLC | 2,619 | $57.0 萬 | 0.19% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 2,643 | $57.5 萬 | 0.13% | −595−18.4% | 減碼 |
| Toth Financial Advisory Corp | 2,642 | $57.5 萬 | 0.09% | +226+9.4% | 加碼 |
| Barings LLC | 2,653 | $57.7 萬 | 0.01% | −3,262−55.1% | 減碼 |
| Renaissance Investment Group LLC | 2,661 | $57.9 萬 | 0.15% | 00.0% | 不變 |
| Opes Wealth Management LLC | 2,666 | $58.0 萬 | 0.21% | 00.0% | 不變 |
| Vigilare Wealth Management | 2,669 | $58.1 萬 | 0.35% | +320+13.6% | 加碼 |
| Rede Wealth, LLC | 2,673 | $58.2 萬 | 0.31% | +10.0% | 加碼 |
| Seelaus Asset Management LLC | 2,691 | $58.6 萬 | 0.34% | −49−1.8% | 減碼 |
| Rossmore Private Capital | 2,693 | $58.6 萬 | 0.10% | 00.0% | 不變 |
| PrairieView Partners, LLC | 2,702 | $58.8 萬 | 0.09% | +11+0.4% | 加碼 |
| Capstone Financial Advisors, Inc. | 2,712 | $59.0 萬 | 0.05% | −89−3.2% | 減碼 |
| CWA Asset Management Group, LLC | 2,738 | $59.3 萬 | 0.05% | −133−4.6% | 減碼 |
| Advisor Resource Council | 2,734 | $59.5 萬 | 0.06% | +2,734 | 新進 |
| First Citizens Financial Corp | 2,743 | $59.7 萬 | 0.45% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 2,748 | $59.8 萬 | 0.18% | +163+6.3% | 加碼 |
| Landaas & Co | 2,751 | $59.9 萬 | 0.34% | +3+0.1% | 加碼 |
| Benin Management CORP | 2,756 | $60.0 萬 | 0.19% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 2,762 | $60.1 萬 | 0.10% | +744+36.9% | 加碼 |
| Quadrant Capital Group LLC | 2,772 | $60.3 萬 | 0.09% | +111+4.2% | 加碼 |
| Derbend Asset Management | 2,783 | $60.6 萬 | 0.56% | +2,783 | 新進 |
| Founders Financial Securities LLC | 2,791 | $60.7 萬 | 0.12% | −3,962−58.7% | 減碼 |
| Peregrine Asset Advisers, Inc. | 2,794 | $60.8 萬 | 0.28% | +1,218+77.3% | 加碼 |
| Peavine Capital, LLC | 2,800 | $60.9 萬 | 0.13% | 00.0% | 不變 |
| Security National Bank | 2,797 | $60.9 萬 | 0.16% | +56+2.0% | 加碼 |
| Private Advisory Group LLC | 2,798 | $60.9 萬 | 0.15% | +1,922+219.4% | 加碼 |
| Gray Wealth Management Inc. | 2,803 | $61.0 萬 | 0.35% | +252+9.9% | 加碼 |
| Cozad Asset Management Inc | 2,816 | $61.3 萬 | 0.10% | −200−6.6% | 減碼 |
| Mechanics Bank Trust Department | 2,828 | $61.5 萬 | 0.10% | −490−14.8% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 2,832 | $61.6 萬 | 0.10% | −9−0.3% | 減碼 |
| Sound Financial Strategies Group, LLC | 2,832 | $61.6 萬 | 0.31% | +218+8.3% | 加碼 |
| VeraBank, N.A. | 2,835 | $61.7 萬 | 0.37% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 3,398 | $61.9 萬 | 0.34% | +252+8.0% | 加碼 |
| HCR Wealth Advisors | 2,847 | $62.0 萬 | 0.11% | 00.0% | 不變 |
| Covington Capital Management | 2,850 | $62.0 萬 | 0.02% | +811+39.8% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,854 | $62.1 萬 | 0.08% | 00.0% | 不變 |
| WealthShield Partners, LLC | 2,854 | $62.1 萬 | 0.10% | +168+6.3% | 加碼 |
| Perigon Wealth Management, LLC | 2,863 | $62.3 萬 | 0.06% | +474+19.8% | 加碼 |
| Harvest Investment Services, LLC | 2,882 | $62.7 萬 | 0.26% | +2,882 | 新進 |
| Taylor Hoffman Wealth Management | 2,892 | $62.9 萬 | 0.27% | −32−1.1% | 減碼 |
| 44 Wealth Management LLC | 2,900 | $63.1 萬 | 0.24% | +1,050+56.8% | 加碼 |
| JFS Wealth Advisors, LLC | 2,905 | $63.2 萬 | 0.09% | −7−0.2% | 減碼 |
| MPS Loria Financial Planners, LLC | 2,906 | $63.3 萬 | 0.29% | +11+0.4% | 加碼 |
| Change Path, LLC | 2,926 | $63.7 萬 | 0.04% | +49+1.7% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 2,936 | $63.9 萬 | 0.13% | −120−3.9% | 減碼 |
| Archer Investment Corp | 2,952 | $64.2 萬 | 0.25% | −20−0.7% | 減碼 |
| NorthRock Partners, LLC | 2,952 | $64.3 萬 | 0.05% | +281+10.5% | 加碼 |
| Live Oak Private Wealth LLC | 2,959 | $64.4 萬 | 0.14% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 2,965 | $64.5 萬 | 0.05% | −235−7.3% | 減碼 |
| PSI Advisors, LLC | 2,951 | $64.5 萬 | 0.34% | +932+46.2% | 加碼 |
| Brighton Jones LLC | 2,967 | $64.6 萬 | 0.03% | +13+0.4% | 加碼 |
| Northstar Group, Inc. | 2,975 | $64.7 萬 | 0.17% | +25+0.8% | 加碼 |
| IFG Advisory, LLC | 2,981 | $64.8 萬 | 0.07% | +177+6.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 3,082 | $65.2 萬 | 0.01% | +39+1.3% | 加碼 |
| Berman Capital Advisors, LLC | 3,000 | $65.2 萬 | 0.10% | +385+14.7% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $65.3 萬 | 0.21% | 00.0% | 不變 |
| Sippican Capital Advisors | 3,000 | $65.3 萬 | 0.57% | 00.0% | 不變 |
| Cito Capital Group, LLC | 3,000 | $65.3 萬 | 0.29% | 00.0% | 不變 |
| NN Investment Partners Holdings N.V. | 3,000 | $65.3 萬 | 0.00% | +3,000 | 新進 |
| Capital International Sarl | 3,024 | $65.8 萬 | 0.06% | −768−20.3% | 減碼 |
| Cape Cod Five Cents Savings Bank | 3,031 | $65.9 萬 | 0.07% | −210−6.5% | 減碼 |
| Wealth Management Partners, LLC | 3,032 | $66.0 萬 | 0.46% | +691+29.5% | 加碼 |
| Crawford Investment Counsel Inc | 3,036 | $66.1 萬 | 0.01% | +339+12.6% | 加碼 |
| Rodgers Brothers Inc. | 3,045 | $66.3 萬 | 0.13% | +225+8.0% | 加碼 |
| Patten & Patten Inc | 3,058 | $66.5 萬 | 0.05% | +16+0.5% | 加碼 |
| Gilbert & Cook, Inc. | 3,057 | $66.5 萬 | 0.12% | +72+2.4% | 加碼 |
| North Star Asset Management Inc | 3,072 | $66.9 萬 | 0.04% | +482+18.6% | 加碼 |
| Solstein Capital, LLC | 3,074 | $66.9 萬 | 0.82% | +1,034+50.7% | 加碼 |
| Total Clarity Wealth Management, Inc. | 3,082 | $67.1 萬 | 0.37% | +378+14.0% | 加碼 |
| South State Corp. | 3,090 | $67.2 萬 | 0.06% | −503−14.0% | 減碼 |
| Bellwether Advisors, LLC | 3,088 | $67.2 萬 | 0.23% | +2,978+2,707.3% | 加碼 |
| Mirador Capital Partners LP | 3,097 | $67.4 萬 | 0.15% | +2,151+227.4% | 加碼 |
| Deseret Mutual Benefit Administrators | 3,096 | $67.4 萬 | 0.16% | +3,096 | 新進 |
| Founders Financial Alliance, LLC | 3,100 | $67.6 萬 | 0.31% | −180−5.5% | 減碼 |
| North Point Portfolio Managers Corp | 3,113 | $67.7 萬 | 0.09% | 00.0% | 不變 |
| Affiance Financial, LLC | 3,110 | $67.7 萬 | 0.29% | 00.0% | 不變 |
| CNB Bank | 3,108 | $67.7 萬 | 0.42% | +8+0.3% | 加碼 |
| LexAurum Advisors, LLC | 3,116 | $67.8 萬 | 0.20% | +149+5.0% | 加碼 |
| Somerville Kurt F | 3,120 | $67.9 萬 | 0.10% | −25−0.8% | 減碼 |
| First Command Bank | 3,138 | $68.3 萬 | 0.08% | +125+4.1% | 加碼 |
| First Command Financial Services, Inc. | 3,138 | $68.3 萬 | 0.08% | +125+4.1% | 加碼 |
| Willow Creek Wealth Management Inc. | 3,142 | $68.4 萬 | 0.16% | +3,142 | 新進 |
| Stonebridge Capital Advisors LLC | 3,147 | $68.5 萬 | 0.08% | +226+7.7% | 加碼 |
| Quadrant Private Wealth Management, LLC | 3,154 | $68.6 萬 | 0.28% | −410−11.5% | 減碼 |
| Centiva Capital, LP | 3,153 | $68.6 萬 | 0.05% | +3,153 | 新進 |
| Reynders McVeigh Capital Management, LLC | 3,170 | $69.0 萬 | 0.04% | +10.0% | 加碼 |
| Fulton Bank, N.A. | 3,174 | $69.1 萬 | 0.03% | −14−0.4% | 減碼 |
| Rollins Financial | 3,176 | $69.1 萬 | 0.25% | +842+36.1% | 加碼 |
| TownSquare Capital, LLC | 3,242 | $69.2 萬 | 0.02% | +37+1.2% | 加碼 |
| Vectors Research Management, LLC | 3,189 | $69.4 萬 | 0.18% | 00.0% | 不變 |
| HNP Capital LLC | 3,189 | $69.4 萬 | 0.18% | 00.0% | 不變 |
| Atwood & Palmer Inc | 3,193 | $69.5 萬 | 0.06% | +269+9.2% | 加碼 |