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 |
|---|---|---|---|---|---|
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,507 | $359.2 萬 | 0.35% | −5,169−23.8% | 減碼 |
| Abbrea Capital, LLC | 16,461 | $358.2 萬 | 0.54% | +170+1.0% | 加碼 |
| Security National Trust Co | 16,452 | $358.1 萬 | 0.80% | −679−4.0% | 減碼 |
| Hayek Kallen Investment Management | 16,385 | $356.6 萬 | 1.50% | −220−1.3% | 減碼 |
| First Midwest Bank Trust Division | 16,317 | $355.1 萬 | 0.48% | −2,323−12.5% | 減碼 |
| Family Legacy, Inc. | 16,973 | $355.0 萬 | 1.58% | +321+1.9% | 加碼 |
| SageGuard Financial Group, LLC | 16,271 | $354.1 萬 | 1.61% | +3,678+29.2% | 加碼 |
| Asset Dedication, LLC | 16,274 | $353.7 萬 | 0.53% | +4,239+35.2% | 加碼 |
| Ieq Capital, LLC | 16,198 | $352.5 萬 | 0.10% | +2,132+15.2% | 加碼 |
| Leavell Investment Management, Inc. | 15,019 | $348.3 萬 | 0.28% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 15,978 | $347.7 萬 | 0.65% | +72+0.5% | 加碼 |
| Monetary Management Group Inc | 15,917 | $346.4 萬 | 1.04% | +7,490+88.9% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,877 | $345.5 萬 | 0.60% | +23+0.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 15,657 | $345.1 萬 | 0.26% | +810+5.5% | 加碼 |
| McMillion Capital Management Inc | 15,820 | $344.3 萬 | 1.88% | −1,053−6.2% | 減碼 |
| World Asset Management Inc | 15,718 | $342.1 萬 | 0.31% | −1,045−6.2% | 減碼 |
| Griffin Asset Management, Inc. | 15,707 | $341.8 萬 | 0.41% | +125+0.8% | 加碼 |
| Chase Investment Counsel Corp | 15,667 | $340.9 萬 | 1.41% | −10,893−41.0% | 減碼 |
| StoneX Group Inc. | 15,545 | $338.3 萬 | 0.50% | +12,401+394.4% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 15,531 | $338.0 萬 | 1.25% | −450−2.8% | 減碼 |
| BLB&B Advisors, LLC | 15,500 | $337.3 萬 | 0.24% | −70−0.4% | 減碼 |
| IBM Retirement Fund | 15,472 | $336.7 萬 | 0.26% | −2,972−16.1% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 15,443 | $336.1 萬 | 2.19% | −58−0.4% | 減碼 |
| Kames Capital plc | 15,336 | $333.8 萬 | 0.05% | 00.0% | 不變 |
| Federated Hermes, Inc. | 15,254 | $331.9 萬 | 0.01% | +93+0.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 15,221 | $331.3 萬 | 0.07% | +330+2.2% | 加碼 |
| Bessemer Group Inc | 15,149 | $329.8 萬 | 0.01% | +2,260+17.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 15,113 | $328.9 萬 | 0.05% | +282+1.9% | 加碼 |
| Samlyn Capital, LLC | 15,082 | $328.2 萬 | 0.05% | +15,082 | 新進 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $326.4 萬 | 0.91% | 00.0% | 不變 |
| RBF Capital, LLC | 15,000 | $326.4 萬 | 0.18% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 14,963 | $325.6 萬 | 0.08% | −379−2.5% | 減碼 |
| Roundview Capital LLC | 14,875 | $323.7 萬 | 0.36% | +125+0.8% | 加碼 |
| Eukles Asset Management | 14,862 | $323.4 萬 | 1.79% | +1,254+9.2% | 加碼 |
| Mutual Advisors, LLC | 14,859 | $323.4 萬 | 0.19% | +1,922+14.9% | 加碼 |
| Mid Atlantic Financial Management Inc | 14,844 | $323.1 萬 | 0.22% | +655+4.6% | 加碼 |
| Prelude Capital Management, LLC | 14,809 | $322.3 萬 | 0.18% | +14,809 | 新進 |
| Sandy Spring Bank | 14,791 | $321.9 萬 | 0.17% | +388+2.7% | 加碼 |
| Homrich & Berg | 14,613 | $318.0 萬 | 0.07% | +2,064+16.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 14,532 | $316.3 萬 | 0.24% | +211+1.5% | 加碼 |
| Financial & Tax Architects, LLC | 14,446 | $314.4 萬 | 1.54% | +750+5.5% | 加碼 |
| Sciencast Management LP | 14,373 | $313.2 萬 | 0.66% | +14,373 | 新進 |
| Iowa State Bank | 14,345 | $312.2 萬 | 0.88% | +244+1.7% | 加碼 |
| EagleClaw Capital Managment, LLC | 14,325 | $311.8 萬 | 0.81% | +1,650+13.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,257 | $310.3 萬 | 0.33% | −882−5.8% | 減碼 |
| Webster Bank, N. A. | 14,121 | $307.3 萬 | 0.34% | +701+5.2% | 加碼 |
| FRG Family Wealth Advisors LLC | 14,039 | $305.5 萬 | 0.58% | −175−1.2% | 減碼 |
| K.J. Harrison & Partners Inc | 14,000 | $305.0 萬 | 0.44% | 00.0% | 不變 |
| Mizuho Securities USA LLC | 13,977 | $304.2 萬 | 0.25% | −9,869−41.4% | 減碼 |
| HC Financial Advisors Inc | 13,945 | $303.5 萬 | 1.77% | 00.0% | 不變 |
| Bank of the West | 13,880 | $302.1 萬 | 0.31% | +1,082+8.5% | 加碼 |
| Investment Management of Virginia LLC | 13,826 | $300.9 萬 | 0.58% | −580−4.0% | 減碼 |
| Blue Edge Capital, LLC | 13,807 | $300.5 萬 | 0.62% | −28−0.2% | 減碼 |
| North Star Investment Management Corp. | 13,751 | $299.3 萬 | 0.24% | +10.0% | 加碼 |
| South Dakota Investment Council | 13,745 | $299.1 萬 | 0.05% | −3,740−21.4% | 減碼 |
| DT Investment Partners, LLC | 13,693 | $298.0 萬 | 0.41% | +276+2.1% | 加碼 |
| New England Investment & Retirement Group, Inc. | 13,514 | $294.1 萬 | 0.64% | +573+4.4% | 加碼 |
| Compagnie Lombard Odier SCmA | 13,326 | $290.0 萬 | 0.06% | +151+1.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 13,279 | $289.0 萬 | 0.47% | −224−1.7% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 13,278 | $289.0 萬 | 1.11% | +253+1.9% | 加碼 |
| Douglass Winthrop Advisors, LLC | 13,245 | $288.3 萬 | 0.07% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 13,234 | $288.0 萬 | 0.28% | +815+6.6% | 加碼 |
| Logan Capital Management Inc | 13,213 | $287.6 萬 | 0.13% | +10.0% | 加碼 |
| Wetherby Asset Management Inc | 13,146 | $286.1 萬 | 0.18% | +983+8.1% | 加碼 |
| Myriad Asset Management Ltd. | 13,125 | $285.6 萬 | 0.22% | +13,125 | 新進 |
| Massmutual Trust Co FSB | 13,116 | $285.4 萬 | 0.12% | +1,212+10.2% | 加碼 |
| Ogorek Anthony Joseph | 13,070 | $284.4 萬 | 1.27% | +313+2.5% | 加碼 |
| Lincoln National Corp | 13,057 | $284.1 萬 | 0.06% | +4,610+54.6% | 加碼 |
| Miracle Mile Advisors, LLC | 13,034 | $283.7 萬 | 0.15% | +1,166+9.8% | 加碼 |
| F3Logic, LLC | 13,023 | $283.5 萬 | 0.35% | +3,211+32.7% | 加碼 |
| Redpoint Investment Management Pty Ltd | 12,994 | $282.8 萬 | 0.23% | −1,189−8.4% | 減碼 |
| Allstate Corp | 12,970 | $282.3 萬 | 0.09% | −981−7.0% | 減碼 |
| Mitchell Capital Management Co | 12,954 | $281.9 萬 | 0.62% | +1,468+12.8% | 加碼 |
| Oliver Luxxe Assets LLC | 12,836 | $279.3 萬 | 0.77% | −263−2.0% | 減碼 |
| Azimuth Capital Management LLC | 12,721 | $276.8 萬 | 0.12% | 00.0% | 不變 |
| Haverford Trust Co | 12,714 | $276.7 萬 | 0.03% | +48+0.4% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 12,630 | $274.9 萬 | 0.12% | +1,565+14.1% | 加碼 |
| Profund Advisors LLC | 12,593 | $274.0 萬 | 0.09% | +1,310+11.6% | 加碼 |
| Evercore Wealth Management, LLC | 12,575 | $273.7 萬 | 0.05% | +214+1.7% | 加碼 |
| Barbara Oil Co. | 12,500 | $272.0 萬 | 1.25% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 13,295 | $271.9 萬 | 0.38% | +868+7.0% | 加碼 |
| Country Club Trust Company, n.a. | 12,639 | $271.9 萬 | 0.24% | +1,122+9.7% | 加碼 |
| Segment Wealth Management, LLC | 12,470 | $271.4 萬 | 0.32% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 12,468 | $271.3 萬 | 0.09% | −172−1.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 12,453 | $271.0 萬 | 0.19% | 00.0% | 不變 |
| Slow Capital, Inc. | 12,391 | $269.7 萬 | 0.51% | −1,824−12.8% | 減碼 |
| Shay Capital LLC | 12,300 | $267.7 萬 | 0.63% | +12,300 | 新進 |
| BP PLC | 12,243 | $266.4 萬 | 0.11% | −5,166−29.7% | 減碼 |
| Waycross Partners, LLC | 12,209 | $265.7 萬 | 1.41% | −818−6.3% | 減碼 |
| Cambridge Advisors Inc. | 12,119 | $263.7 萬 | 0.64% | −319−2.6% | 減碼 |
| Los Angeles Capital Management LLC | 12,071 | $262.7 萬 | 0.01% | +1,631+15.6% | 加碼 |
| Bailard, Inc. | 12,044 | $262.1 萬 | 0.09% | +748+6.6% | 加碼 |
| Cornercap Investment Counsel Inc | 12,015 | $261.5 萬 | 0.29% | +12,015 | 新進 |
| Ameritas Investment Partners, Inc. | 12,011 | $261.3 萬 | 0.09% | −416−3.3% | 減碼 |
| La Financiere de L'Echiquier | 12,000 | $261.2 萬 | 0.10% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 11,992 | $261.0 萬 | 1.20% | −53−0.4% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 11,923 | $259.5 萬 | 0.55% | −48−0.4% | 減碼 |
| Sumitomo Life Insurance Co | 11,864 | $258.2 萬 | 0.08% | −1,831−13.4% | 減碼 |
| Private Trust Co NA | 11,835 | $257.6 萬 | 0.39% | +3,379+40.0% | 加碼 |
| Trustcore Financial Services, LLC | 11,801 | $256.8 萬 | 0.27% | +329+2.9% | 加碼 |