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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 11,782 | $256.3 萬 | 0.14% | −537−4.4% | 減碼 |
| Hoey Investments, Inc | 11,675 | $254.1 萬 | 0.78% | +10,000+597.0% | 加碼 |
| Providence Wealth Advisors, LLC | 11,742 | $253.7 萬 | 1.73% | +75+0.6% | 加碼 |
| Trust Co of Vermont | 11,570 | $251.8 萬 | 0.18% | +409+3.7% | 加碼 |
| Greenleaf Trust | 11,552 | $251.4 萬 | 0.03% | +405+3.6% | 加碼 |
| Valeo Financial Advisors, LLC | 11,498 | $250.2 萬 | 0.15% | +788+7.4% | 加碼 |
| Foster & Motley Inc | 11,492 | $250.1 萬 | 0.21% | −289−2.5% | 減碼 |
| Rafferty Asset Management, LLC | 11,447 | $249.1 萬 | 0.02% | +2,027+21.5% | 加碼 |
| Hixon Zuercher, LLC | 11,419 | $248.5 萬 | 1.50% | +6,320+123.9% | 加碼 |
| American Portfolios Advisors | 11,346 | $246.9 萬 | 0.10% | −1,225−9.7% | 減碼 |
| Point72 Hong Kong Ltd | 11,340 | $246.8 萬 | 0.17% | +11,340 | 新進 |
| Twin Tree Management, LP | 11,271 | $245.3 萬 | 0.07% | −35,575−75.9% | 減碼 |
| Symmetry Investments LP | 11,250 | $244.8 萬 | 0.70% | −250−2.2% | 減碼 |
| CWM, LLC | 11,228 | $244.3 萬 | 0.02% | 00.0% | 不變 |
| Lido Advisors, LLC | 11,030 | $240.1 萬 | 0.06% | −4,778−30.2% | 減碼 |
| Frontier Wealth Management LLC | 11,017 | $239.8 萬 | 0.17% | +611+5.9% | 加碼 |
| Graticule Asia Macro Advisors LLC | 11,000 | $239.4 萬 | 0.72% | 00.0% | 不變 |
| Black Swift Group, LLC | 11,000 | $239.4 萬 | 1.16% | +11,000 | 新進 |
| Pflug Koory, LLC | 10,974 | $238.8 萬 | 1.25% | +10.0% | 加碼 |
| Spirit of America Management Corp | 10,925 | $237.7 萬 | 0.51% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 10,898 | $237.2 萬 | 0.15% | +10,898 | 新進 |
| Seven Eight Capital, LP | 10,893 | $237.1 萬 | 0.33% | +10,893 | 新進 |
| MEMBERS Trust Co | 10,889 | $237.0 萬 | 0.07% | −125−1.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 10,876 | $236.7 萬 | 0.95% | +15+0.1% | 加碼 |
| Resources Management Corp | 10,865 | $236.5 萬 | 0.33% | −30−0.3% | 減碼 |
| Telos Capital Management, Inc. | 10,861 | $236.4 萬 | 0.31% | 00.0% | 不變 |
| Heritage Trust Co | 10,827 | $235.6 萬 | 0.34% | +81+0.8% | 加碼 |
| OPSEU Pension Plan Trust Fund | 10,811 | $235.2 萬 | 0.60% | +5,046+87.5% | 加碼 |
| Osborne Partners Capital Management, LLC | 10,674 | $232.3 萬 | 0.19% | −825−7.2% | 減碼 |
| Loudon Investment Management, LLC | 10,667 | $232.1 萬 | 1.58% | −420−3.8% | 減碼 |
| Ellsworth Advisors, LLC | 10,619 | $231.1 萬 | 1.13% | +1,192+12.6% | 加碼 |
| Lowe Brockenbrough & Co Inc | 10,616 | $231.0 萬 | 0.21% | −150−1.4% | 減碼 |
| Beck Capital Management, LLC | 10,598 | $230.6 萬 | 0.78% | +279+2.7% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,585 | $230.4 萬 | 0.89% | −68−0.6% | 減碼 |
| Chicago Trust Co NA | 10,508 | $228.7 萬 | 0.54% | +6,314+150.5% | 加碼 |
| Advent Capital Management | 10,500 | $228.5 萬 | 0.04% | −4,500−30.0% | 減碼 |
| Jacobi Capital Management LLC | 10,449 | $227.3 萬 | 0.30% | −100−0.9% | 減碼 |
| Kinloch Capital, LLC | 10,442 | $227.2 萬 | 1.63% | +136+1.3% | 加碼 |
| Whalerock Point Partners, LLC | 10,370 | $225.7 萬 | 0.87% | 00.0% | 不變 |
| Savant Capital, LLC | 10,348 | $225.2 萬 | 0.09% | −1,837−15.1% | 減碼 |
| Modus Advisors, LLC | 10,347 | $225.2 萬 | 0.95% | −187−1.8% | 減碼 |
| Bowen Hanes & Co Inc | 10,334 | $224.9 萬 | 0.07% | −170−1.6% | 減碼 |
| Strategic Capital Advisers, Inc. | 10,323 | $224.7 萬 | 1.86% | −503−4.6% | 減碼 |
| Murphy Capital Management Inc | 10,307 | $224.3 萬 | 0.26% | +234+2.3% | 加碼 |
| Virginia Retirement Systems Et Al | 10,300 | $224.2 萬 | 0.02% | −4,800−31.8% | 減碼 |
| Capital Investment Counsel, Inc | 10,287 | $223.9 萬 | 0.50% | +232+2.3% | 加碼 |
| Boltwood Capital Management | 10,284 | $223.8 萬 | 0.93% | +105+1.0% | 加碼 |
| Verition Fund Management LLC | 10,220 | $222.4 萬 | 0.03% | +10,220 | 新進 |
| King Luther Capital Management Corp | 10,195 | $221.9 萬 | 0.01% | −195−1.9% | 減碼 |
| First Citizens Bank & Trust Co | 10,167 | $221.3 萬 | 0.10% | −430−4.1% | 減碼 |
| FLC Capital Advisors | 10,162 | $221.2 萬 | 0.65% | −450−4.2% | 減碼 |
| Fluent Financial, LLC | 10,134 | $220.5 萬 | 0.95% | +10,134 | 新進 |
| Nicholas Hoffman & Company, LLC. | 10,127 | $220.4 萬 | 0.40% | +814+8.7% | 加碼 |
| Thomas Story & Son LLC | 10,100 | $219.8 萬 | 0.82% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 10,086 | $219.5 萬 | 0.11% | −229−2.2% | 減碼 |
| NEXT Financial Group, Inc | 10,085 | $219.5 萬 | 0.18% | +700+7.5% | 加碼 |
| Krilogy Financial LLC | 10,067 | $219.1 萬 | 0.22% | −8,331−45.3% | 減碼 |
| Verdence Capital Advisors LLC | 10,049 | $218.7 萬 | 0.30% | +4,159+70.6% | 加碼 |
| Capula Management Ltd | 10,069 | $217.9 萬 | 0.40% | +10,069 | 新進 |
| Lee Capital Holdings LLC | 10,000 | $217.6 萬 | 1.10% | +10,000 | 新進 |
| MV Capital Management, Inc. | 9,980 | $217.2 萬 | 0.37% | +784+8.5% | 加碼 |
| Princeton Capital Management LLC | 9,926 | $216.0 萬 | 0.67% | −195−1.9% | 減碼 |
| First National Bank & Trust Co of Newtown | 9,879 | $215.0 萬 | 0.44% | −25−0.3% | 減碼 |
| Whitener Capital Management, Inc. | 9,880 | $215.0 萬 | 0.86% | +47+0.5% | 加碼 |
| Crescent Capital Consulting, LLC | 9,861 | $214.5 萬 | 0.40% | 00.0% | 不變 |
| Tower Bridge Advisors | 9,832 | $214.0 萬 | 0.14% | −950−8.8% | 減碼 |
| Holderness Investments Co | 9,823 | $213.8 萬 | 0.71% | −30.0% | 減碼 |
| Claraphi Advisory Network, LLC | 9,800 | $213.3 萬 | 0.64% | −4,343−30.7% | 減碼 |
| HBK Sorce Advisory LLC | 9,787 | $213.0 萬 | 0.12% | +1,400+16.7% | 加碼 |
| Kingsview Wealth Management, LLC | 9,788 | $212.1 萬 | 0.10% | +3,478+55.1% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 9,730 | $211.8 萬 | 0.02% | +9,730 | 新進 |
| Asset Management Group, Inc. | 9,699 | $211.1 萬 | 0.44% | +35+0.4% | 加碼 |
| Hudock, Inc. | 9,691 | $210.9 萬 | 0.63% | +58+0.6% | 加碼 |
| Truvestments Capital LLC | 9,660 | $210.2 萬 | 1.15% | +1,377+16.6% | 加碼 |
| Old Port Advisors | 9,872 | $208.9 萬 | 0.75% | −1,231−11.1% | 減碼 |
| Kistler-Tiffany Companies, LLC | 9,568 | $208.2 萬 | 0.48% | −7−0.1% | 減碼 |
| Cumberland Advisors Inc | 9,550 | $207.8 萬 | 0.49% | −150−1.5% | 減碼 |
| Bryn Mawr Trust Co | 9,541 | $207.7 萬 | 0.08% | +71+0.7% | 加碼 |
| DuPont Capital Management Corp | 9,517 | $207.1 萬 | 0.05% | +245+2.6% | 加碼 |
| Sandhill Capital Partners LLC | 9,469 | $206.1 萬 | 0.16% | +524+5.9% | 加碼 |
| True North Advisors, LLC | 9,442 | $205.4 萬 | 0.43% | +800+9.3% | 加碼 |
| Wellington Shields & Co., LLC | 9,400 | $204.6 萬 | 0.68% | 00.0% | 不變 |
| Burleson & Company, LLC | 9,403 | $204.6 萬 | 0.30% | +10.0% | 加碼 |
| RSM US Wealth Management LLC | 9,368 | $203.9 萬 | 0.11% | +1,568+20.1% | 加碼 |
| Palisade Asset Management, LLC | 9,365 | $203.8 萬 | 0.24% | −24−0.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 9,329 | $203.0 萬 | 0.19% | −422−4.3% | 減碼 |
| Trust Co of Toledo NA | 9,303 | $202.5 萬 | 0.34% | +11+0.1% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,274 | $201.8 萬 | 1.13% | −11−0.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 9,259 | $201.5 萬 | 0.10% | +354+4.0% | 加碼 |
| Focused Wealth Management, Inc | 9,232 | $200.9 萬 | 0.33% | +27+0.3% | 加碼 |
| 1st Source Bank | 9,204 | $200.3 萬 | 0.13% | +42+0.5% | 加碼 |
| Meiji Yasuda Life Insurance Co | 9,174 | $199.7 萬 | 0.04% | +3,230+54.3% | 加碼 |
| Ropes Wealth Advisors LLC | 9,160 | $199.3 萬 | 0.32% | 00.0% | 不變 |
| Vestcor Inc | 9,149 | $199.1 萬 | 0.07% | −1,010−9.9% | 減碼 |
| Adirondack Trust Co | 9,129 | $198.7 萬 | 1.00% | −190−2.0% | 減碼 |
| Dana Investment Advisors, Inc. | 9,070 | $197.4 萬 | 0.09% | −249−2.7% | 減碼 |
| Loomis Sayles & Co L P | 9,029 | $196.4 萬 | 0.00% | +8,916+7,890.3% | 加碼 |
| Papp L Roy & Associates | 9,010 | $196.1 萬 | 0.25% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 8,994 | $195.7 萬 | 0.20% | +267+3.1% | 加碼 |
| Liberty One Investment Management, LLC | 8,962 | $195.0 萬 | 0.33% | −273−3.0% | 減碼 |