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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 66,036 | $1,437 萬 | 1.38% | −352−0.5% | 減碼 |
| Hartford Investment Management Co | 65,745 | $1,431 萬 | 0.36% | +377+0.6% | 加碼 |
| Pinnacle Associates Ltd | 64,853 | $1,411 萬 | 0.26% | −1,712−2.6% | 減碼 |
| Ashfield Capital Partners, LLC | 64,629 | $1,407 萬 | 1.00% | +1,728+2.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 64,072 | $1,394 萬 | 0.16% | +55,808+675.3% | 加碼 |
| Lee Danner & Bass Inc | 63,804 | $1,389 萬 | 1.26% | +2,004+3.2% | 加碼 |
| Dearborn Partners LLC | 63,740 | $1,387 萬 | 0.56% | +87+0.1% | 加碼 |
| Kestra Advisory Services, LLC | 63,473 | $1,381 萬 | 0.16% | −2,642−4.0% | 減碼 |
| Marco Investment Management LLC | 62,980 | $1,371 萬 | 1.59% | +3,805+6.4% | 加碼 |
| Badgley Phelps & Bell Inc | 62,723 | $1,365 萬 | 0.51% | +5,459+9.5% | 加碼 |
| Quadrature Capital Ltd | 62,500 | $1,360 萬 | 0.52% | +62,500 | 新進 |
| Cetera Advisor Networks LLC | 62,432 | $1,359 萬 | 0.19% | +21,235+51.5% | 加碼 |
| Gofen & Glossberg LLC | 61,646 | $1,342 萬 | 0.32% | −231−0.4% | 減碼 |
| Whittier Trust Co | 61,613 | $1,341 萬 | 0.24% | +667+1.1% | 加碼 |
| Captrust Financial Advisors | 61,032 | $1,328 萬 | 0.12% | +16,780+37.9% | 加碼 |
| Quilter Plc | 60,378 | $1,314 萬 | 0.38% | +3,821+6.8% | 加碼 |
| Brown Advisory Inc | 60,161 | $1,309 萬 | 0.02% | +1,259+2.1% | 加碼 |
| Blackhill Capital Inc | 60,000 | $1,306 萬 | 1.19% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $1,306 萬 | 0.14% | 00.0% | 不變 |
| Fiduciary Trust Co | 59,769 | $1,301 萬 | 0.25% | −3,532−5.6% | 減碼 |
| Integrated Advisors Network LLC | 59,768 | $1,301 萬 | 0.96% | −3,191−5.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 59,327 | $1,291 萬 | 0.09% | −142−0.2% | 減碼 |
| Birmingham Capital Management Co Inc | 59,145 | $1,287 萬 | 4.72% | −175−0.3% | 減碼 |
| Peapack Gladstone Financial Corp | 58,685 | $1,277 萬 | 0.31% | −196−0.3% | 減碼 |
| Blue Chip Partners, Inc. | 57,850 | $1,259 萬 | 1.80% | +2,983+5.4% | 加碼 |
| Nissay Asset Management Corp | 57,069 | $1,242 萬 | 0.11% | +6,178+12.1% | 加碼 |
| Brandywine Global Investment Management, LLC | 55,923 | $1,217 萬 | 0.09% | −5,246−8.6% | 減碼 |
| LaFleur & Godfrey LLC | 55,923 | $1,217 萬 | 1.74% | −6,171−9.9% | 減碼 |
| D.A. Davidson & Co. | 55,298 | $1,204 萬 | 0.14% | +2,035+3.8% | 加碼 |
| James Investment Research Inc | 54,930 | $1,195 萬 | 1.02% | −1,654−2.9% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,391 | $1,194 萬 | 0.21% | −43,257−45.7% | 減碼 |
| Tufton Capital Management | 54,415 | $1,184 萬 | 1.94% | −10,122−15.7% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 54,034 | $1,176 萬 | 0.15% | −5,157−8.7% | 減碼 |
| RiverFront Investment Group, LLC | 53,753 | $1,170 萬 | 0.24% | +744+1.4% | 加碼 |
| Scotia Capital Inc. | 53,700 | $1,169 萬 | 0.09% | +570+1.1% | 加碼 |
| ExodusPoint Capital Management, LP | 53,401 | $1,162 萬 | 0.18% | +41,959+366.7% | 加碼 |
| Andra AP-fonden | 53,300 | $1,160 萬 | 0.24% | −10,300−16.2% | 減碼 |
| Advisors Asset Management, Inc. | 52,910 | $1,152 萬 | 0.17% | −33,707−38.9% | 減碼 |
| Becker Capital Management Inc | 51,313 | $1,117 萬 | 0.47% | +1,255+2.5% | 加碼 |
| Capstone Investment Advisors, LLC | 51,300 | $1,116 萬 | 0.27% | +49,617+2,948.1% | 加碼 |
| Transform Wealth, LLC | 51,086 | $1,112 萬 | 1.36% | +20,342+66.2% | 加碼 |
| CIBC Asset Management Inc | 50,855 | $1,107 萬 | 0.04% | +587+1.2% | 加碼 |
| Capital International Inc | 50,626 | $1,102 萬 | 0.10% | −13,314−20.8% | 減碼 |
| Central Trust Co | 50,020 | $1,089 萬 | 0.39% | −612−1.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 49,702 | $1,082 萬 | 1.33% | −407−0.8% | 減碼 |
| Richard C. Young & CO., LTD. | 48,039 | $1,046 萬 | 1.33% | +1,994+4.3% | 加碼 |
| Cornerstone Advisors, LLC | 48,000 | $1,045 萬 | 0.62% | +12,000+33.3% | 加碼 |
| Glenview State Bank Trust Dept. | 47,680 | $1,038 萬 | 3.17% | −712−1.5% | 減碼 |
| Cetera Investment Advisers | 47,633 | $1,037 萬 | 0.17% | +5,199+12.3% | 加碼 |
| Busey Wealth Management | 47,357 | $1,031 萬 | 0.48% | −1,866−3.8% | 減碼 |
| Howe & Rusling Inc | 47,289 | $1,029 萬 | 1.30% | −121−0.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 47,221 | $1,028 萬 | 0.20% | −450−0.9% | 減碼 |
| Securian Asset Management, Inc | 46,976 | $1,022 萬 | 0.21% | −209−0.4% | 減碼 |
| Mastrapasqua Asset Management Inc | 46,391 | $1,010 萬 | 1.07% | +39,891+613.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 46,071 | $1,003 萬 | 0.58% | −2,364−4.9% | 減碼 |
| Edge Capital Group, LLC | 45,144 | $982.5 萬 | 0.79% | +6,538+16.9% | 加碼 |
| American Assets Investment Management, LLC | 45,000 | $979.3 萬 | 1.28% | 00.0% | 不變 |
| AE Wealth Management LLC | 44,878 | $976.7 萬 | 0.09% | +530+1.2% | 加碼 |
| Erste Asset Management GmbH | 45,118 | $973.1 萬 | 0.19% | −9,100−16.8% | 減碼 |
| Illinois Municipal Retirement Fund | 44,601 | $970.7 萬 | 0.39% | +24,553+122.5% | 加碼 |
| Adams Asset Advisors, LLC | 44,416 | $966.6 萬 | 1.89% | 00.0% | 不變 |
| Charter Trust Co | 44,352 | $965.2 萬 | 0.90% | +821+1.9% | 加碼 |
| Moody National Bank Trust Division | 43,804 | $953.3 萬 | 0.19% | −149−0.3% | 減碼 |
| Oppenheimer & Co Inc | 43,503 | $946.7 萬 | 0.17% | +5,025+13.1% | 加碼 |
| Atria Investments LLC | 42,859 | $932.7 萬 | 0.18% | −1,149−2.6% | 減碼 |
| Davenport & Co LLC | 42,749 | $930.3 萬 | 0.07% | +117+0.3% | 加碼 |
| American National Insurance Co | 41,995 | $913.9 萬 | 0.34% | −75−0.2% | 減碼 |
| CWM Advisors, LLC | 41,780 | $909.3 萬 | 1.20% | +3,494+9.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 41,650 | $906.4 萬 | 0.08% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 41,630 | $906.0 萬 | 0.31% | +127+0.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 43,997 | $899.8 萬 | 0.34% | −6,435−12.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 41,285 | $898.5 萬 | 1.36% | +2,105+5.4% | 加碼 |
| CIBC World Markets Inc. | 41,195 | $896.5 萬 | 0.03% | −47,542−53.6% | 減碼 |
| Sigma Planning Corp | 41,057 | $893.5 萬 | 0.27% | +9,635+30.7% | 加碼 |
| Greenwood Gearhart Inc | 41,046 | $893.3 萬 | 1.44% | +1,053+2.6% | 加碼 |
| Edmond de Rothschild Holding S.A. | 40,938 | $890.9 萬 | 0.21% | +5,937+17.0% | 加碼 |
| Maryland State Retirement & Pension System | 41,503 | $886.2 萬 | 0.29% | 00.0% | 不變 |
| Dowling & Yahnke LLC | 40,692 | $885.6 萬 | 0.51% | −120.0% | 減碼 |
| First American Trust, FSB | 40,498 | $881.3 萬 | 1.38% | −935−2.3% | 減碼 |
| KCM Investment Advisors LLC | 40,485 | $881.1 萬 | 0.36% | +7,178+21.6% | 加碼 |
| Jacobs & Co | 40,416 | $879.5 萬 | 1.02% | −275−0.7% | 減碼 |
| MUFG Americas Holdings Corp | 40,256 | $876.1 萬 | 0.16% | +606+1.5% | 加碼 |
| Culbertson A N & Co Inc | 40,169 | $874.2 萬 | 1.82% | +433+1.1% | 加碼 |
| MUFG Securities EMEA plc | 40,000 | $870.5 萬 | 0.09% | +40,000 | 新進 |
| Steward Partners Investment Advisory, LLC | 39,995 | $870.4 萬 | 0.15% | −22−0.1% | 減碼 |
| Capital Investment Advisors, LLC | 39,934 | $869.1 萬 | 0.30% | −497−1.2% | 減碼 |
| Westfield Capital Management Co LP | 39,235 | $853.9 萬 | 0.05% | +1,613+4.3% | 加碼 |
| Noesis Capital Mangement Corp | 40,676 | $845.8 萬 | 1.73% | +430+1.1% | 加碼 |
| Dodge & Cox | 38,579 | $839.6 萬 | 0.01% | −1,023−2.6% | 減碼 |
| Callahan Advisors, LLC | 38,437 | $836.5 萬 | 1.06% | +350+0.9% | 加碼 |
| Churchill Management Corp | 38,318 | $833.9 萬 | 0.12% | +131+0.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 38,162 | $830.5 萬 | 0.28% | −1,030−2.6% | 減碼 |
| Quantbot Technologies LP | 37,891 | $824.6 萬 | 0.65% | +37,891 | 新進 |
| Panagora Asset Management Inc | 37,855 | $823.8 萬 | 0.04% | −50.0% | 減碼 |
| Steel Peak Wealth Management LLC | 37,838 | $823.5 萬 | 0.60% | +997+2.7% | 加碼 |
| Acadian Asset Management LLC | 37,748 | $821.4 萬 | 0.03% | −13,716−26.7% | 減碼 |
| Mariner, LLC | 37,335 | $812.5 萬 | 0.05% | +3,973+11.9% | 加碼 |
| Wealthfront Advisers LLC | 37,166 | $808.8 萬 | 0.04% | −948−2.5% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 36,777 | $800.4 萬 | 0.12% | +4,233+13.0% | 加碼 |
| Swarthmore Group Inc | 36,659 | $797.8 萬 | 2.06% | −1,167−3.1% | 減碼 |