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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 8,924 | $194.2 萬 | 0.66% | −694−7.2% | 減碼 |
| Veriti Management LLC | 8,886 | $193.4 萬 | 0.29% | +2,710+43.9% | 加碼 |
| TD Private Client Wealth LLC | 8,874 | $193.1 萬 | 0.08% | +986+12.5% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 8,854 | $192.7 萬 | 0.16% | +15+0.2% | 加碼 |
| Banco de Sabadell, S.A | 8,877 | $192.1 萬 | 1.28% | −43,837−83.2% | 減碼 |
| USA Financial Portformulas Corp | 8,828 | $192.1 萬 | 1.61% | −3,012−25.4% | 減碼 |
| QS Investors, LLC | 8,810 | $191.8 萬 | 0.02% | −54−0.6% | 減碼 |
| V Wealth Advisors LLC | 8,804 | $191.8 萬 | 0.31% | +1,381+18.6% | 加碼 |
| Trust Investment Advisors | 8,785 | $191.2 萬 | 1.69% | −34−0.4% | 減碼 |
| Lavaca Capital LLC | 8,770 | $190.9 萬 | 0.98% | +3,450+64.8% | 加碼 |
| Anchor Investment Management, LLC | 8,748 | $190.4 萬 | 0.26% | +580+7.1% | 加碼 |
| United Bank | 8,700 | $189.4 萬 | 0.25% | 00.0% | 不變 |
| Spreng Capital Management, Inc. | 8,700 | $189.3 萬 | 1.23% | −15−0.2% | 減碼 |
| Carroll Financial Associates, Inc. | 8,670 | $188.7 萬 | 0.11% | −1,574−15.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 8,664 | $188.6 萬 | 0.23% | +433+5.3% | 加碼 |
| Radnor Capital Management, LLC | 8,657 | $188.4 萬 | 0.64% | 00.0% | 不變 |
| Smith, Salley & Associates | 8,583 | $186.8 萬 | 0.15% | +1,039+13.8% | 加碼 |
| Essex Financial Services, Inc. | 8,015 | $185.8 萬 | 0.27% | 00.0% | 不變 |
| Rathbone Brothers plc | 8,527 | $185.6 萬 | 0.02% | +370+4.5% | 加碼 |
| Naples Global Advisors, LLC | 8,501 | $185.0 萬 | 0.26% | +24+0.3% | 加碼 |
| Venture Visionary Partners LLC | 8,478 | $184.5 萬 | 0.15% | +138+1.7% | 加碼 |
| Johnson Investment Counsel Inc | 8,455 | $184.0 萬 | 0.03% | −113−1.3% | 減碼 |
| Court Place Advisors, LLC | 8,443 | $183.7 萬 | 0.54% | 00.0% | 不變 |
| Nomura Holdings Inc | 8,402 | $183.1 萬 | 0.02% | −2,317−21.6% | 減碼 |
| Aigen Investment Management, LP | 8,408 | $183.0 萬 | 0.32% | +8,408 | 新進 |
| Windsor Group LTD | 8,402 | $182.9 萬 | 0.40% | +392+4.9% | 加碼 |
| Park National Corp | 8,401 | $182.8 萬 | 0.08% | 00.0% | 不變 |
| Cadinha & Co LLC | 8,394 | $182.7 萬 | 0.25% | −88,553−91.3% | 減碼 |
| Lockheed Martin Investment Management Co | 8,386 | $182.5 萬 | 0.10% | −61,530−88.0% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 8,324 | $181.2 萬 | 0.96% | −40.0% | 減碼 |
| Seeyond | 8,320 | $181.0 萬 | 0.17% | −273−3.2% | 減碼 |
| Centaurus Financial, Inc. | 8,294 | $180.5 萬 | 0.15% | +2,318+38.8% | 加碼 |
| Buckingham Strategic Wealth, LLC | 8,260 | $179.8 萬 | 0.04% | +11+0.1% | 加碼 |
| Fruth Investment Management | 8,253 | $179.6 萬 | 0.54% | 00.0% | 不變 |
| Stonnington Group, LLC | 8,350 | $177.1 萬 | 0.39% | −5,754−40.8% | 減碼 |
| Columbia Trust Co 01012016 | 8,067 | $175.6 萬 | 1.00% | −438−5.1% | 減碼 |
| Signaturefd, LLC | 8,071 | $175.6 萬 | 0.07% | +898+12.5% | 加碼 |
| Clear Street Markets LLC | 8,043 | $175.0 萬 | 0.37% | +4,743+143.7% | 加碼 |
| RB Capital Management, LLC | 8,015 | $174.4 萬 | 0.67% | +491+6.5% | 加碼 |
| Cohen Klingenstein LLC | 8,000 | $174.1 萬 | 0.07% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 7,996 | $174.0 萬 | 0.12% | +70+0.9% | 加碼 |
| Convergence Investment Partners, LLC | 7,921 | $172.4 萬 | 0.74% | −1,411−15.1% | 減碼 |
| MAI Capital Management | 7,906 | $172.1 萬 | 0.03% | +264+3.5% | 加碼 |
| JustInvest LLC | 7,877 | $171.4 萬 | 0.18% | +330+4.4% | 加碼 |
| Probity Advisors, Inc. | 7,865 | $171.2 萬 | 0.36% | −330−4.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,841 | $170.6 萬 | 0.13% | +1,034+15.2% | 加碼 |
| AdvisorNet Financial, Inc | 7,829 | $170.4 萬 | 0.11% | −3,860−33.0% | 減碼 |
| Polar Asset Management Partners Inc. | 7,811 | $170.0 萬 | 0.02% | +4,079+109.3% | 加碼 |
| Gifford Fong Associates | 7,800 | $169.8 萬 | 0.33% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 7,789 | $169.5 萬 | 0.67% | −930−10.7% | 減碼 |
| Diversified Trust Co | 7,782 | $169.4 萬 | 0.06% | −319−3.9% | 減碼 |
| Boenning & Scattergood, Inc. | 7,764 | $169.0 萬 | 0.29% | +284+3.8% | 加碼 |
| WealthPLAN Partners, LLC | 7,600 | $168.5 萬 | 0.12% | −16−0.2% | 減碼 |
| Fort Pitt Capital Group, LLC | 7,730 | $168.2 萬 | 0.07% | +397+5.4% | 加碼 |
| Voloridge Investment Management, LLC | 7,721 | $168.0 萬 | 0.01% | +7,721 | 新進 |
| Hilton Capital Management, LLC | 7,714 | $167.9 萬 | 0.18% | −98,303−92.7% | 減碼 |
| Hanson & Doremus Investment Management | 11,258 | $167.9 萬 | 0.50% | +1,330+13.4% | 加碼 |
| Enlightenment Research, LLC | 7,700 | $167.6 萬 | 2.13% | +7,700 | 新進 |
| Washington Trust Bank | 7,696 | $167.5 萬 | 0.20% | +39+0.5% | 加碼 |
| Baldwin Investment Management, LLC | 7,673 | $167.0 萬 | 0.28% | −1,505−16.4% | 減碼 |
| Boston Private Wealth LLC | 7,672 | $167.0 萬 | 0.02% | −242−3.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,660 | $166.7 萬 | 0.16% | +346+4.7% | 加碼 |
| Strategic Financial Services, Inc, | 7,650 | $166.5 萬 | 0.13% | −95−1.2% | 減碼 |
| Gamble Jones Investment Counsel | 7,623 | $165.9 萬 | 0.11% | 00.0% | 不變 |
| Washington Trust Co | 7,608 | $165.6 萬 | 0.05% | −21−0.3% | 減碼 |
| LS Investment Advisors, LLC | 7,604 | $165.5 萬 | 0.21% | −37,383−83.1% | 減碼 |
| Regal Investment Advisors LLC | 7,598 | $165.4 萬 | 0.17% | +7,598 | 新進 |
| Quest Investment Management LLC | 7,588 | $165.1 萬 | 0.15% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 7,582 | $165.0 萬 | 0.07% | −224−2.9% | 減碼 |
| Pinnacle Wealth Advisors | 7,582 | $165.0 萬 | 0.07% | +7,582 | 新進 |
| D. Scott Neal, Inc. | 7,549 | $164.3 萬 | 0.75% | +35+0.5% | 加碼 |
| Van Eck Associates Corp | 7,490 | $163.0 萬 | 0.00% | −785−9.5% | 減碼 |
| Credit Agricole S A | 7,485 | $163.0 萬 | 0.05% | +5,865+362.0% | 加碼 |
| Fma Advisory Inc | 7,386 | $160.8 萬 | 0.60% | +255+3.6% | 加碼 |
| Rational Advisors LLC | 7,345 | $159.8 萬 | 0.19% | +782+11.9% | 加碼 |
| Cascade Investment Advisors, Inc. | 7,338 | $159.7 萬 | 1.01% | −125−1.7% | 減碼 |
| Pathstone Family Office, LLC | 7,318 | $159.3 萬 | 0.05% | +4,164+132.0% | 加碼 |
| Jump Financial, LLC | 7,268 | $158.1 萬 | 0.15% | −5,071−41.1% | 減碼 |
| IHT Wealth Management, LLC | 7,260 | $158.0 萬 | 0.10% | +1,858+34.4% | 加碼 |
| Atlas Brown,Inc. | 7,249 | $157.8 萬 | 0.68% | −71−1.0% | 減碼 |
| Westwood Holdings Group Inc. | 7,225 | $157.2 萬 | 0.02% | +460+6.8% | 加碼 |
| Plimoth Trust Co LLC | 7,213 | $157.0 萬 | 0.44% | −69−0.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 7,177 | $156.2 萬 | 0.10% | +39+0.5% | 加碼 |
| Amarillo National Bank | 7,171 | $156.1 萬 | 0.45% | 00.0% | 不變 |
| Citizens Financial Group Inc | 7,174 | $156.1 萬 | 0.07% | +31+0.4% | 加碼 |
| Stoneridge Investment Partners LLC | 7,175 | $156.1 萬 | 0.76% | +7,175 | 新進 |
| Moloney Securities Asset Management, LLC | 7,155 | $155.7 萬 | 0.28% | +86+1.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 7,125 | $155.1 萬 | 0.16% | +300+4.4% | 加碼 |
| Corient Capital Partners, LLC | 7,123 | $155.0 萬 | 0.11% | +778+12.3% | 加碼 |
| Oak Asset Management, LLC | 7,082 | $154.1 萬 | 0.65% | +7,082 | 新進 |
| Proequities, Inc. | 7,077 | $154.0 萬 | 0.10% | +263+3.9% | 加碼 |
| Heartland Bank & Trust Co | 7,067 | $153.8 萬 | 1.42% | +7,067 | 新進 |
| MidWestOne Financial Group, Inc. | 7,039 | $153.2 萬 | 0.36% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 7,030 | $153.0 萬 | 0.01% | −500−6.6% | 減碼 |
| Western Wealth Management, LLC | 7,025 | $152.9 萬 | 0.16% | +3,464+97.3% | 加碼 |
| Eidelman Virant Capital | 7,006 | $152.5 萬 | 0.59% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 6,985 | $152.0 萬 | 0.82% | −100−1.4% | 減碼 |
| Mairs & Power Inc | 6,972 | $151.7 萬 | 0.01% | −3,163−31.2% | 減碼 |
| Glen Eagle Advisors, LLC | 6,957 | $151.4 萬 | 0.47% | +2,463+54.8% | 加碼 |
| Horizon Kinetics Asset Management LLC | 6,933 | $150.9 萬 | 0.03% | −955−12.1% | 減碼 |