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 |
|---|---|---|---|---|---|
| Jackson Square Capital, LLC | 5,461 | $118.8 萬 | 0.38% | −73−1.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 5,430 | $118.2 萬 | 0.14% | +788+17.0% | 加碼 |
| Orleans Capital Management Corp | 5,420 | $118.0 萬 | 0.76% | +95+1.8% | 加碼 |
| RMB Capital Management, LLC | 5,382 | $117.1 萬 | 0.04% | +53+1.0% | 加碼 |
| Institute for Wealth Management, LLC. | 5,351 | $116.5 萬 | 0.20% | +137+2.6% | 加碼 |
| Cerity Partners LLC | 5,349 | $116.4 萬 | 0.03% | −493−8.4% | 減碼 |
| Personal Capital Advisors Corp | 5,348 | $116.4 萬 | 0.01% | −351−6.2% | 減碼 |
| Sawgrass Asset Management LLC | 5,348 | $116.4 萬 | 0.10% | −40−0.7% | 減碼 |
| Checchi Capital Advisers, LLC | 5,340 | $116.2 萬 | 0.14% | −114−2.1% | 減碼 |
| ARGI Investment Services, LLC | 5,317 | $115.7 萬 | 0.04% | +406+8.3% | 加碼 |
| High Falls Advisors, Inc | 5,317 | $115.7 萬 | 0.31% | +1,003+23.2% | 加碼 |
| San Francisco Sentry Investment Group (Ca) | 5,313 | $115.6 萬 | 0.60% | −4,210−44.2% | 減碼 |
| First Foundation Advisors | 5,306 | $115.5 萬 | 0.04% | +462+9.5% | 加碼 |
| Private Asset Management Inc | 5,300 | $115.3 萬 | 0.15% | −200−3.6% | 減碼 |
| Aspen Investment Management Inc | 5,299 | $115.3 萬 | 0.60% | −24−0.5% | 減碼 |
| Tempus Wealth Planning, LLC | 5,300 | $115.3 萬 | 0.77% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 5,295 | $115.2 萬 | 0.08% | −363−6.4% | 減碼 |
| SevenBridge Financial Group, LLC | 5,282 | $115.0 萬 | 0.37% | −95−1.8% | 減碼 |
| Claybrook Capital, LLC | 5,282 | $115.0 萬 | 0.37% | +5,282 | 新進 |
| CPWM, LLC | 5,281 | $114.9 萬 | 0.09% | +107+2.1% | 加碼 |
| Costello Asset Management, INC | 5,270 | $114.7 萬 | 0.75% | −3,764−41.7% | 減碼 |
| Garrison Point Advisors, LLC | 5,270 | $114.7 萬 | 0.83% | −20−0.4% | 減碼 |
| Schnieders Capital Management LLC | 5,270 | $114.7 萬 | 0.31% | +85+1.6% | 加碼 |
| Ingalls & Snyder LLC | 5,242 | $114.1 萬 | 0.05% | −4,444−45.9% | 減碼 |
| Comerica Securities,inc. | 5,192 | $113.0 萬 | 0.09% | +138+2.7% | 加碼 |
| Intellectus Partners, LLC | 5,177 | $112.7 萬 | 0.25% | −560−9.8% | 減碼 |
| Eastern Bank | 5,177 | $112.6 萬 | 0.06% | +10+0.2% | 加碼 |
| Park Avenue Securities LLC | 5,133 | $111.7 萬 | 0.02% | +41+0.8% | 加碼 |
| Legacy Wealth Partners, Inc. | 5,073 | $110.4 萬 | 0.61% | −689−12.0% | 減碼 |
| Zions Bancorporation, N.A. | 5,036 | $109.6 萬 | 0.11% | +231+4.8% | 加碼 |
| Core Wealth Advisors, Inc. | 5,028 | $109.4 萬 | 0.73% | +5,028 | 新進 |
| Precept Management LLC | 5,000 | $108.8 萬 | 1.11% | +5,000 | 新進 |
| Glaxis Capital Management, LLC | 5,000 | $108.8 萬 | 1.37% | +5,000 | 新進 |
| Csenge Advisory Group | 4,996 | $108.3 萬 | 0.10% | +67+1.4% | 加碼 |
| Heck Capital Advisors, LLC | 4,975 | $108.3 萬 | 0.21% | +46+0.9% | 加碼 |
| Graypoint LLC | 4,942 | $107.6 萬 | 0.14% | −104−2.1% | 減碼 |
| Ritholtz Wealth Management | 4,938 | $107.5 萬 | 0.08% | +255+5.4% | 加碼 |
| Woodstock Corp | 4,935 | $107.4 萬 | 0.13% | 00.0% | 不變 |
| Wade G W & Inc | 4,934 | $107.4 萬 | 0.05% | +1,042+26.8% | 加碼 |
| Kovack Advisors, Inc. | 4,903 | $106.7 萬 | 0.12% | −662−11.9% | 減碼 |
| Global Trust Asset Management, LLC | 4,892 | $106.5 萬 | 0.51% | −1,085−18.2% | 減碼 |
| RFG Advisory, LLC | 4,889 | $106.4 萬 | 0.09% | −392−7.4% | 減碼 |
| Hodges Capital Management Inc. | 4,890 | $106.4 萬 | 0.12% | +375+8.3% | 加碼 |
| Adams Chetwood Wealth Management LLC | 4,882 | $106.2 萬 | 0.75% | +250+5.4% | 加碼 |
| FourThought Financial, LLC | 4,878 | $106.1 萬 | 0.14% | −162−3.2% | 減碼 |
| CoreFirst Bank & Trust | 4,875 | $106.1 萬 | 0.72% | 00.0% | 不變 |
| HYA Advisors, Inc | 4,871 | $106.0 萬 | 0.44% | −217−4.3% | 減碼 |
| Inspire Advisors, LLC | 4,870 | $106.0 萬 | 0.35% | +116+2.4% | 加碼 |
| Arkadios Wealth Advisors | 4,862 | $105.8 萬 | 0.13% | +781+19.1% | 加碼 |
| Summit Financial Group Inc | 4,857 | $105.7 萬 | 0.40% | +1,090+28.9% | 加碼 |
| Legacy Wealth Asset Management, LLC | 4,846 | $105.5 萬 | 0.47% | −129−2.6% | 減碼 |
| Blueshift Asset Management, LLC | 4,839 | $105.3 萬 | 0.06% | +3,229+200.6% | 加碼 |
| Quattro Financial Advisors LLC | 5,000 | $104.9 萬 | 0.28% | 00.0% | 不變 |
| Scott & Selber, Inc. | 4,804 | $104.5 萬 | 0.40% | −5−0.1% | 減碼 |
| Choate Investment Advisors | 4,757 | $103.5 萬 | 0.06% | +1,857+64.0% | 加碼 |
| River Wealth Advisors LLC | 4,733 | $103.0 萬 | 0.18% | −200−4.1% | 減碼 |
| Garde Capital, Inc. | 4,724 | $102.8 萬 | 0.11% | 00.0% | 不變 |
| Flaharty Asset Management, LLC | 4,715 | $102.6 萬 | 0.22% | −120−2.5% | 減碼 |
| Creative Financial Designs Inc | 4,715 | $102.6 萬 | 0.18% | +190+4.2% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,712 | $102.5 萬 | 0.37% | 00.0% | 不變 |
| Capital CS Group, LLC | 4,705 | $102.4 萬 | 0.84% | +4,705 | 新進 |
| Northwest Quadrant Wealth Management, LLC | 4,756 | $102.3 萬 | 0.29% | −99−2.0% | 減碼 |
| Camarda Financial Advisors, LLC | 4,695 | $102.2 萬 | 0.63% | +58+1.3% | 加碼 |
| Resource Management, LLC | 4,697 | $102.2 萬 | 0.12% | +518+12.4% | 加碼 |
| Patriot Investment Management Inc. | 4,692 | $102.1 萬 | 0.09% | +16+0.3% | 加碼 |
| Ethic Inc. | 4,643 | $101.0 萬 | 0.12% | −1,116−19.4% | 減碼 |
| Vident Investment Advisory, LLC | 4,622 | $100.6 萬 | 0.03% | −2,183−32.1% | 減碼 |
| Providence First Trust Co | 4,579 | $99.7 萬 | 0.47% | 00.0% | 不變 |
| Wharton Business Group, LLC | 4,575 | $99.6 萬 | 0.08% | +1,005+28.2% | 加碼 |
| Delos Wealth Advisors, LLC | 4,575 | $99.6 萬 | 1.25% | +4,575 | 新進 |
| Arrow Financial Corp | 4,568 | $99.4 萬 | 0.13% | +1,458+46.9% | 加碼 |
| J. W. Coons Advisors, LLC | 4,546 | $99.2 萬 | 0.35% | −245−5.1% | 減碼 |
| Patton Fund Management, Inc. | 4,538 | $98.8 萬 | 0.52% | +9+0.2% | 加碼 |
| RNC Capital Management LLC | 4,540 | $98.8 萬 | 0.05% | +852+23.1% | 加碼 |
| Am Investment Strategies LLC | 4,525 | $98.5 萬 | 0.25% | +13+0.3% | 加碼 |
| Flputnam Investment Management Co | 4,503 | $98.0 萬 | 0.03% | +200+4.6% | 加碼 |
| EP Wealth Advisors, LLC | 4,492 | $97.8 萬 | 0.03% | +375+9.1% | 加碼 |
| West Oak Capital, LLC | 4,460 | $97.1 萬 | 0.38% | −185−4.0% | 減碼 |
| Old West Investment Management, LLC | 4,458 | $97.0 萬 | 0.39% | 00.0% | 不變 |
| Norris Financial Group, LLC | 4,435 | $96.5 萬 | 0.65% | +46+1.0% | 加碼 |
| Nachman Norwood & Parrott, Inc | 4,423 | $96.3 萬 | 0.10% | −762−14.7% | 減碼 |
| Biltmore Family Office, LLC | 4,412 | $96.0 萬 | 0.27% | 00.0% | 不變 |
| Investment Partners, Ltd. | 4,393 | $95.6 萬 | 0.44% | −741−14.4% | 減碼 |
| First Hawaiian Bank | 4,385 | $95.4 萬 | 0.04% | −1,963−30.9% | 減碼 |
| Sonora Investment Management, LLC | 4,376 | $95.2 萬 | 0.12% | +156+3.7% | 加碼 |
| Parcion Private Wealth LLC | 4,372 | $95.1 萬 | 0.10% | +200+4.8% | 加碼 |
| Allen Capital Group, LLC | 4,360 | $94.9 萬 | 0.19% | +24+0.6% | 加碼 |
| Burke & Herbert Bank & Trust Co | 4,358 | $94.8 萬 | 0.61% | 00.0% | 不變 |
| Sit Investment Associates Inc | 4,346 | $94.6 萬 | 0.02% | 00.0% | 不變 |
| Nations Financial Group Inc, | 4,328 | $94.2 萬 | 0.16% | −90−2.0% | 減碼 |
| Toroso Investments, LLC | 4,316 | $93.9 萬 | 0.04% | +2,083+93.3% | 加碼 |
| Trust Co | 4,289 | $93.3 萬 | 0.65% | −776−15.3% | 減碼 |
| Banque Pictet & Cie SA | 4,278 | $93.1 萬 | 0.01% | 00.0% | 不變 |
| Cypress Capital Group | 4,275 | $93.0 萬 | 0.13% | −1,040−19.6% | 減碼 |
| Puzo Michael J | 4,275 | $93.0 萬 | 0.29% | −125−2.8% | 減碼 |
| Arjuna Capital | 4,246 | $92.4 萬 | 0.40% | +85+2.0% | 加碼 |
| Intersect Capital LLC | 4,248 | $92.4 萬 | 0.16% | +988+30.3% | 加碼 |
| Coastal Investment Advisors, Inc. | 4,242 | $92.3 萬 | 0.22% | −330−7.2% | 減碼 |
| Menard Financial Group LLC | 4,193 | $91.3 萬 | 0.86% | +436+11.6% | 加碼 |
| Amussen Hunsaker Associates LLC | 4,194 | $91.2 萬 | 0.26% | 00.0% | 不變 |