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 |
|---|---|---|---|---|---|
| Allied Investment Advisors, LLC | 36,409 | $792.4 萬 | 2.98% | −1,462−3.9% | 減碼 |
| New Mexico Educational Retirement Board | 36,402 | $792.2 萬 | 0.27% | +2,100+6.1% | 加碼 |
| Atwater Malick LLC | 36,213 | $788.1 萬 | 4.36% | +1,452+4.2% | 加碼 |
| Advisory Services Network, LLC | 35,421 | $770.9 萬 | 0.24% | +8,675+32.4% | 加碼 |
| Gluskin Sheff & Assoc Inc | 35,212 | $766.3 萬 | 0.35% | +4,114+13.2% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 35,105 | $764.0 萬 | 0.89% | +80.0% | 加碼 |
| Parsons Capital Management Inc | 34,695 | $755.1 萬 | 0.58% | −115−0.3% | 減碼 |
| First Horizon Corp | 34,612 | $753.2 萬 | 0.67% | −1,850−5.1% | 減碼 |
| Anderson Hoagland & Co | 34,391 | $748.5 萬 | 0.95% | +702+2.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 34,325 | $747.0 萬 | 0.11% | +133+0.4% | 加碼 |
| Shelter Mutual Insurance Co | 34,200 | $744.3 萬 | 2.08% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 34,200 | $744.3 萬 | 0.18% | +400+1.2% | 加碼 |
| Aptus Capital Advisors, LLC | 34,049 | $741.0 萬 | 0.34% | +3,770+12.5% | 加碼 |
| Navellier & Associates Inc | 34,014 | $740.2 萬 | 1.12% | +29,014+580.3% | 加碼 |
| Snowden Capital Advisors LLC | 33,471 | $728.4 萬 | 0.37% | −2,813−7.8% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 33,341 | $725.6 萬 | 0.91% | +3,439+11.5% | 加碼 |
| Teza Capital Management LLC | 32,535 | $708.1 萬 | 1.15% | +32,535 | 新進 |
| Knuff & Co LLC | 32,200 | $700.8 萬 | 2.61% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 32,198 | $700.7 萬 | 0.65% | +20,763+181.6% | 加碼 |
| Kentucky Retirement Systems | 31,898 | $694.2 萬 | 0.33% | −1,125−3.4% | 減碼 |
| Cannell Peter B & Co Inc | 31,314 | $681.5 萬 | 0.20% | −1,466−4.5% | 減碼 |
| Salem Investment Counselors Inc | 31,229 | $679.6 萬 | 0.37% | −1,111−3.4% | 減碼 |
| Harbour Investments, Inc. | 31,217 | $679.4 萬 | 0.22% | +155+0.5% | 加碼 |
| Trexquant Investment LP | 31,197 | $678.9 萬 | 0.57% | +28,693+1,145.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 31,033 | $675.4 萬 | 0.28% | +413+1.3% | 加碼 |
| Consolidated Capital Management, LLC | 30,924 | $673.0 萬 | 3.11% | +503+1.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 30,830 | $672.2 萬 | 0.07% | −393−1.3% | 減碼 |
| Socorro Asset Management LP | 30,679 | $667.7 萬 | 2.18% | −2,369−7.2% | 減碼 |
| Pacer Advisors, Inc. | 30,532 | $664.5 萬 | 0.10% | −2,778−8.3% | 減碼 |
| Synovus Financial Corp | 30,397 | $663.1 萬 | 0.07% | +8,309+37.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 30,489 | $662.9 萬 | 0.01% | +1,853+6.5% | 加碼 |
| American Century Companies Inc | 30,041 | $653.7 萬 | 0.00% | −9,082−23.2% | 減碼 |
| Welch & Forbes LLC | 30,032 | $653.5 萬 | 0.11% | +343+1.2% | 加碼 |
| Gotham Asset Management, LLC | 29,367 | $639.1 萬 | 0.27% | +15,591+113.2% | 加碼 |
| Hantz Financial Services, Inc. | 29,182 | $635.1 萬 | 0.23% | +1,245+4.5% | 加碼 |
| Geneva Partners, LLC | 28,894 | $628.8 萬 | 2.88% | −4,430−13.3% | 減碼 |
| Tudor Investment Corp Et Al | 28,884 | $628.6 萬 | 0.13% | +23,401+426.8% | 加碼 |
| Pittenger & Anderson Inc | 28,745 | $625.6 萬 | 0.32% | +1,625+6.0% | 加碼 |
| Capital International Ltd | 28,738 | $625.4 萬 | 0.34% | −11,055−27.8% | 減碼 |
| Prospera Financial Services Inc | 28,671 | $624.2 萬 | 0.31% | +8,356+41.1% | 加碼 |
| AlphaCrest Capital Management LLC | 28,666 | $623.9 萬 | 0.27% | +17,068+147.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 28,649 | $623.5 萬 | 0.15% | +648+2.3% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 28,625 | $623.0 萬 | 0.32% | −27,420−48.9% | 減碼 |
| Brookstone Capital Management | 28,755 | $618.8 萬 | 0.11% | +4,248+17.3% | 加碼 |
| Scopus Asset Management, L.P. | 28,315 | $616.2 萬 | 0.11% | +28,315 | 新進 |
| Spinnaker Trust | 28,089 | $611.3 萬 | 0.43% | −100.0% | 減碼 |
| Farmers & Merchants Investments Inc | 28,062 | $610.7 萬 | 0.27% | +277+1.0% | 加碼 |
| McRae Capital Management Inc | 28,020 | $609.8 萬 | 1.40% | +28,020 | 新進 |
| Eagle Global Advisors LLC | 27,983 | $609.0 萬 | 0.39% | +560+2.0% | 加碼 |
| Cornerstone Wealth Group, LLC | 29,725 | $603.7 萬 | 1.23% | +2,581+9.5% | 加碼 |
| L & S Advisors Inc | 27,734 | $603.6 萬 | 0.65% | +5,071+22.4% | 加碼 |
| Geneos Wealth Management Inc. | 27,607 | $601.1 萬 | 0.23% | −4,693−14.5% | 減碼 |
| Schwab Charitable Fund | 27,262 | $593.3 萬 | 0.67% | −18,921−41.0% | 減碼 |
| Equitable Trust Co | 27,183 | $591.5 萬 | 0.38% | −517−1.9% | 減碼 |
| Kinneret Advisory, LLC | 27,113 | $590.1 萬 | 0.70% | 00.0% | 不變 |
| Cetera Advisors LLC | 27,034 | $588.3 萬 | 0.14% | +1,201+4.6% | 加碼 |
| Neville Rodie & Shaw Inc | 26,929 | $586.1 萬 | 0.45% | +1,226+4.8% | 加碼 |
| Simplex Trading, LLC | 26,735 | $581.8 萬 | 0.21% | +26,735 | 新進 |
| Sigma Investment Counselors Inc | 26,699 | $581.1 萬 | 0.44% | +100+0.4% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 26,668 | $580.4 萬 | 0.19% | −529−1.9% | 減碼 |
| Aull & Monroe Investment Management Corp | 26,498 | $576.7 萬 | 2.74% | −200−0.7% | 減碼 |
| Ambassador Advisors, LLC | 26,180 | $569.8 萬 | 1.13% | +16,167+161.5% | 加碼 |
| Brinker Capital Investments, LLC | 26,148 | $569.1 萬 | 0.08% | −23,205−47.0% | 減碼 |
| Brewin Dolphin Ltd | 25,897 | $563.6 萬 | 0.26% | −1,295−4.8% | 減碼 |
| Regentatlantic Capital LLC | 25,854 | $562.7 萬 | 0.17% | +1,251+5.1% | 加碼 |
| First Financial Bank - Trust Division | 25,829 | $562.2 萬 | 0.61% | +498+2.0% | 加碼 |
| American National Bank | 25,791 | $561.3 萬 | 1.20% | −559−2.1% | 減碼 |
| D L Carlson Investment Group Inc | 25,766 | $560.7 萬 | 0.97% | −12,275−32.3% | 減碼 |
| Essex Investment Management Co LLC | 25,740 | $560.2 萬 | 0.65% | −1,686−6.1% | 減碼 |
| GWM Advisors LLC | 25,717 | $559.7 萬 | 0.15% | +1,269+5.2% | 加碼 |
| Sitrin Capital Management LLC | 25,656 | $558.4 萬 | 2.52% | −32−0.1% | 減碼 |
| Central Bank & Trust Co | 25,592 | $557.0 萬 | 0.90% | +24,470+2,180.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 25,500 | $555.0 萬 | 0.01% | +25,500 | 新進 |
| Vantis Investment Advisers L.P. | 25,300 | $550.6 萬 | 6.92% | +25,300 | 新進 |
| Kanawha Capital Management LLC | 25,130 | $546.9 萬 | 0.50% | +50+0.2% | 加碼 |
| Howland Capital Management LLC | 25,120 | $546.7 萬 | 0.28% | −850−3.3% | 減碼 |
| Laurion Capital Management LP | 25,035 | $544.8 萬 | 0.09% | +25,035 | 新進 |
| Tiaa, FSB | 25,015 | $544.4 萬 | 0.02% | +2,469+11.0% | 加碼 |
| Simmons Bank | 24,899 | $541.8 萬 | 0.39% | +2,337+10.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 24,876 | $541.4 萬 | 0.09% | +156+0.6% | 加碼 |
| HAP Trading, LLC | 24,789 | $539.5 萬 | 0.33% | −7,097−22.3% | 減碼 |
| Hartford Financial Management Inc. | 24,757 | $538.8 萬 | 1.34% | −431−1.7% | 減碼 |
| Achmea Investment Management B.V. | 24,636 | $536.1 萬 | 0.18% | −6,007−19.6% | 減碼 |
| Oak Harvest Investment Services | 24,540 | $534.1 萬 | 1.76% | +823+3.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 24,453 | $532.2 萬 | 0.12% | −18,753−43.4% | 減碼 |
| Silverleafe Capital Partners, LLC | 24,368 | $530.3 萬 | 2.09% | +86+0.4% | 加碼 |
| Fayez Sarofim & Co | 24,230 | $527.4 萬 | 0.02% | +2,998+14.1% | 加碼 |
| Bogart Wealth, LLC | 24,015 | $522.6 萬 | 0.57% | +3,019+14.4% | 加碼 |
| Alerus Financial NA | 23,965 | $521.5 萬 | 0.53% | +1,515+6.7% | 加碼 |
| Cresset Asset Management, LLC | 23,956 | $521.3 萬 | 0.07% | +8,609+56.1% | 加碼 |
| Northwest Investment Counselors, LLC | 23,715 | $516.1 萬 | 1.43% | −530−2.2% | 減碼 |
| City Holding Co | 23,703 | $515.8 萬 | 0.91% | +1,640+7.4% | 加碼 |
| Welch Group, LLC | 23,679 | $515.3 萬 | 0.35% | +1,256+5.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 23,651 | $514.7 萬 | 0.03% | −3,804−13.9% | 減碼 |
| Wedbush Securities Inc | 23,514 | $511.7 萬 | 0.24% | +6,290+36.5% | 加碼 |
| NBT Bank N A | 23,392 | $509.0 萬 | 0.70% | −759−3.1% | 減碼 |
| Citizens National Bank Trust Department | 23,149 | $503.8 萬 | 1.44% | −150−0.6% | 減碼 |
| Caption Management, LLC | 22,950 | $499.3 萬 | 0.45% | +22,950 | 新進 |
| Columbia Asset Management | 22,902 | $498.4 萬 | 1.11% | −19,148−45.5% | 減碼 |
| Biechele Royce Advisors | 22,799 | $496.2 萬 | 2.15% | +133+0.6% | 加碼 |