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 3 季 13F 持有人
Caterpillar Inc 在 2021/9/30 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
- 1,943
- 較 2021 年第 2 季 −52 家
- 持有股數
- 3.70 億
- 較 2021 年第 2 季 −644.8 萬 (−1.7%)
- 總市值
- $710.9 億
- 較 2021 年第 2 季 −$108.2 億 (−13.2%)
- 新進機構
- 99
- 另有 824 家加碼
- 清倉機構
- 151
- 另有 692 家減碼
另有 33 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fosun International Ltd | 5,810 | $115.0 萬 | 0.06% | +1,740+42.8% | 加碼 |
| Gamco Investors, Inc. Et Al | 5,998 | $115.1 萬 | 0.01% | +369+6.6% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 6,019 | $115.5 萬 | 0.12% | −187−3.0% | 減碼 |
| MidWestOne Financial Group, Inc. | 6,024 | $115.6 萬 | 0.27% | −1,015−14.4% | 減碼 |
| Aurora Private Wealth, Inc. | 6,024 | $115.6 萬 | 0.47% | −138−2.2% | 減碼 |
| CAPROCK Group, Inc. | 6,047 | $116.1 萬 | 0.10% | −351−5.5% | 減碼 |
| Symmetry Partners, LLC | 6,095 | $117.3 萬 | 0.08% | −784−11.4% | 減碼 |
| Bahl & Gaynor Inc | 6,150 | $118.1 萬 | 0.01% | −880−12.5% | 減碼 |
| Farmers Trust Co | 6,100 | $118.5 萬 | 0.26% | 00.0% | 不變 |
| First Foundation Advisors | 6,180 | $118.6 萬 | 0.04% | +874+16.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,193 | $118.9 萬 | 0.02% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 6,217 | $119.3 萬 | 0.43% | −336−5.1% | 減碼 |
| Deltec Asset Management LLC | 6,300 | $120.9 萬 | 0.18% | +6,300 | 新進 |
| Cahill Financial Advisors Inc | 6,316 | $121.2 萬 | 0.25% | +29+0.5% | 加碼 |
| Mattern Wealth Management LLC | 6,331 | $121.5 萬 | 0.41% | +6+0.1% | 加碼 |
| Belpointe Asset Management LLC | 6,333 | $121.6 萬 | 0.08% | +1,038+19.6% | 加碼 |
| Valley Brook Capital Group | 6,390 | $122.6 萬 | 1.21% | −50−0.8% | 減碼 |
| Fort Point Capital Partners LLC | 6,415 | $123.2 萬 | 0.19% | +2,522+64.8% | 加碼 |
| Capital Asset Advisory Services LLC | 6,434 | $123.5 萬 | 0.14% | −330−4.9% | 減碼 |
| Proequities, Inc. | 6,458 | $124.0 萬 | 0.08% | −619−8.7% | 減碼 |
| Sequent Asset Management, LLC | 6,502 | $124.8 萬 | 0.71% | −58−0.9% | 減碼 |
| Franklin Street Advisors Inc | 6,500 | $124.8 萬 | 0.11% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 6,515 | $125.1 萬 | 0.32% | +215+3.4% | 加碼 |
| Private Asset Management Inc | 6,530 | $125.4 萬 | 0.17% | +1,230+23.2% | 加碼 |
| Thomas White International Ltd | 6,542 | $125.6 萬 | 0.18% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 6,548 | $125.7 萬 | 0.60% | −15−0.2% | 減碼 |
| Horizon Kinetics Asset Management LLC | 6,593 | $126.6 萬 | 0.03% | −340−4.9% | 減碼 |
| Weatherly Asset Management L. P. | 6,612 | $126.9 萬 | 0.15% | +922+16.2% | 加碼 |
| Fairfield, Bush & Co. | 6,620 | $127.1 萬 | 0.41% | +600+10.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 6,620 | $127.1 萬 | 0.10% | +2,840+75.1% | 加碼 |
| Legacy Bridge, LLC | 6,635 | $127.4 萬 | 0.73% | +122+1.9% | 加碼 |
| Parallel Advisors, LLC | 6,644 | $127.5 萬 | 0.05% | +90+1.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 6,645 | $127.6 萬 | 0.09% | −9,012−57.6% | 減碼 |
| Fma Advisory Inc | 6,656 | $127.8 萬 | 0.48% | −730−9.9% | 減碼 |
| Essex Savings Bank | 6,072 | $128.1 萬 | 0.47% | +104+1.7% | 加碼 |
| Harfst & Associates, Inc. | 6,673 | $128.1 萬 | 0.35% | +338+5.3% | 加碼 |
| Atlantic Trust, LLC | 6,698 | $128.5 萬 | 0.81% | +2,262+51.0% | 加碼 |
| Delos Wealth Advisors, LLC | 6,723 | $129.1 萬 | 1.42% | +2,148+47.0% | 加碼 |
| Westwood Holdings Group Inc. | 6,729 | $129.2 萬 | 0.01% | −496−6.9% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 6,738 | $129.4 萬 | 0.56% | −99−1.4% | 減碼 |
| Smith, Moore & Co. | 6,751 | $129.6 萬 | 0.20% | +1,003+17.4% | 加碼 |
| Vident Investment Advisory, LLC | 6,750 | $129.7 萬 | 0.04% | +2,128+46.0% | 加碼 |
| Diamant Asset Management, Inc. | 6,755 | $129.7 萬 | 1.07% | +6,755 | 新進 |
| HawsGoodwin Investment Management LLC | 6,766 | $129.9 萬 | 0.39% | −82−1.2% | 減碼 |
| Hilton Capital Management, LLC | 6,783 | $130.2 萬 | 0.13% | −931−12.1% | 減碼 |
| Fort Pitt Capital Group, LLC | 6,798 | $130.5 萬 | 0.05% | −932−12.1% | 減碼 |
| Ar Asset Management Inc | 6,800 | $130.5 萬 | 0.37% | −105−1.5% | 減碼 |
| Staley Capital Advisers Inc | 6,800 | $130.5 萬 | 0.07% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 6,799 | $130.5 萬 | 0.02% | 00.0% | 不變 |
| Mairs & Power Inc | 6,822 | $131.0 萬 | 0.01% | −150−2.2% | 減碼 |
| First Dallas Securities Inc. | 6,823 | $131.0 萬 | 0.90% | +315+4.8% | 加碼 |
| Equitable Holdings, Inc. | 6,837 | $131.2 萬 | 0.02% | +467+7.3% | 加碼 |
| Amarillo National Bank | 6,841 | $131.3 萬 | 0.27% | −330−4.6% | 減碼 |
| Coastline Trust Co | 6,880 | $132.1 萬 | 0.16% | −5−0.1% | 減碼 |
| ExodusPoint Capital Management, LP | 6,894 | $132.3 萬 | 0.02% | −46,507−87.1% | 減碼 |
| Meeder Asset Management Inc | 6,889 | $132.3 萬 | 0.07% | −14,967−68.5% | 減碼 |
| Empirical Finance, LLC | 6,940 | $133.2 萬 | 0.20% | +403+6.2% | 加碼 |
| Deseret Mutual Benefit Administrators | 6,937 | $133.2 萬 | 0.25% | +3,841+124.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 6,970 | $133.8 萬 | 0.09% | +71+1.0% | 加碼 |
| Stoneridge Investment Partners LLC | 6,975 | $133.9 萬 | 0.67% | −200−2.8% | 減碼 |
| Investors Asset Management of Georgia Inc | 6,985 | $134.1 萬 | 0.70% | 00.0% | 不變 |
| Rational Advisors LLC | 7,002 | $134.4 萬 | 0.11% | −343−4.7% | 減碼 |
| Integrated Wealth Concepts LLC | 7,007 | $134.5 萬 | 0.04% | +576+9.0% | 加碼 |
| Corient Capital Partners, LLC | 7,014 | $134.6 萬 | 0.10% | −109−1.5% | 減碼 |
| Hoylecohen, LLC | 7,033 | $135.0 萬 | 0.13% | +450+6.8% | 加碼 |
| WBH Advisory Inc | 7,036 | $135.1 萬 | 0.18% | +30.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 7,084 | $136.0 萬 | 0.06% | +1,575+28.6% | 加碼 |
| AMG National Trust Bank | 7,097 | $136.2 萬 | 0.04% | +1,000+16.4% | 加碼 |
| Eidelman Virant Capital | 7,006 | $136.4 萬 | 0.53% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 7,142 | $137.1 萬 | 0.14% | −12,422−63.5% | 減碼 |
| Washington Trust Co | 7,159 | $137.4 萬 | 0.04% | −449−5.9% | 減碼 |
| Atlas Brown,Inc. | 7,173 | $137.7 萬 | 0.60% | −76−1.0% | 減碼 |
| Main Street Research LLC | 7,194 | $138.1 萬 | 0.12% | −127,588−94.7% | 減碼 |
| Resources Investment Advisors, LLC. | 7,196 | $138.1 萬 | 0.05% | +1,293+21.9% | 加碼 |
| Haverford Trust Co | 7,208 | $138.4 萬 | 0.02% | −5,506−43.3% | 減碼 |
| Gamble Jones Investment Counsel | 7,223 | $138.7 萬 | 0.09% | −400−5.2% | 減碼 |
| BCM Advisors, LLC | 7,000 | $138.7 萬 | 0.37% | 00.0% | 不變 |
| Burleson & Company, LLC | 7,234 | $138.9 萬 | 0.21% | −2,169−23.1% | 減碼 |
| LS Investment Advisors, LLC | 7,304 | $140.2 萬 | 0.18% | −300−3.9% | 減碼 |
| Oak Asset Management, LLC | 7,082 | $140.4 萬 | 0.58% | 00.0% | 不變 |
| Altium Wealth Management LLC | 7,314 | $140.4 萬 | 0.10% | +570+8.5% | 加碼 |
| Moloney Securities Asset Management, LLC | 7,384 | $141.8 萬 | 0.26% | +229+3.2% | 加碼 |
| Cascade Investment Advisors, Inc. | 7,393 | $141.9 萬 | 0.93% | +55+0.7% | 加碼 |
| Heartland Bank & Trust Co | 7,457 | $143.2 萬 | 1.23% | +390+5.5% | 加碼 |
| Strategic Financial Services, Inc, | 7,483 | $143.7 萬 | 0.11% | −167−2.2% | 減碼 |
| Gables Capital Management Inc. | 7,490 | $143.8 萬 | 0.94% | +1,760+30.7% | 加碼 |
| Plimoth Trust Co LLC | 7,531 | $144.5 萬 | 0.41% | +318+4.4% | 加碼 |
| Argent Advisors, Inc. | 7,540 | $144.7 萬 | 0.83% | +979+14.9% | 加碼 |
| Tdam USA Inc. | 7,540 | $144.7 萬 | 0.10% | +844+12.6% | 加碼 |
| Van Eck Associates Corp | 7,548 | $144.9 萬 | 0.00% | +58+0.8% | 加碼 |
| Baldwin Investment Management, LLC | 7,573 | $145.4 萬 | 0.25% | −100−1.3% | 減碼 |
| Boenning & Scattergood, Inc. | 7,588 | $145.6 萬 | 0.26% | −176−2.3% | 減碼 |
| Quest Investment Management LLC | 7,588 | $145.7 萬 | 0.13% | 00.0% | 不變 |
| Argent Trust Co | 7,614 | $146.2 萬 | 0.09% | +969+14.6% | 加碼 |
| Centaurus Financial, Inc. | 7,641 | $146.7 萬 | 0.12% | −653−7.9% | 減碼 |
| D. Scott Neal, Inc. | 7,661 | $147.1 萬 | 0.62% | +112+1.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 7,661 | $147.1 萬 | 0.10% | +484+6.7% | 加碼 |
| XTX Topco Ltd | 7,686 | $147.5 萬 | 0.50% | +7,686 | 新進 |
| Rafferty Asset Management, LLC | 7,732 | $148.4 萬 | 0.01% | −3,715−32.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,767 | $149.1 萬 | 0.11% | −74−0.9% | 減碼 |