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 | 3,772 | $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 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| Pacific Wealth Strategies Group, Inc. | 13,421 | $257.6 萬 | 0.95% | +143+1.1% | 加碼 |
| Valeo Financial Advisors, LLC | 13,459 | $258.4 萬 | 0.15% | +1,961+17.1% | 加碼 |
| South Dakota Investment Council | 13,745 | $263.9 萬 | 0.05% | 00.0% | 不變 |
| North Star Investment Management Corp. | 13,780 | $264.5 萬 | 0.21% | +29+0.2% | 加碼 |
| Blue Edge Capital, LLC | 13,807 | $265.1 萬 | 0.55% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 13,825 | $265.4 萬 | 0.32% | +11,240+434.8% | 加碼 |
| F3Logic, LLC | 13,795 | $265.6 萬 | 0.35% | +772+5.9% | 加碼 |
| Ellsworth Advisors, LLC | 13,873 | $266.3 萬 | 1.21% | +3,254+30.6% | 加碼 |
| Investment Management of Virginia LLC | 13,890 | $266.6 萬 | 0.51% | +64+0.5% | 加碼 |
| HC Financial Advisors Inc | 13,945 | $267.7 萬 | 1.61% | 00.0% | 不變 |
| Strategic Wealth Advisors Group, LLC | 13,821 | $269.7 萬 | 0.13% | +1,191+9.4% | 加碼 |
| K.J. Harrison & Partners Inc | 14,000 | $270.3 萬 | 0.39% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 14,144 | $271.5 萬 | 0.53% | +105+0.7% | 加碼 |
| Iowa State Bank | 14,156 | $271.8 萬 | 0.76% | −189−1.3% | 減碼 |
| Eudaimonia Partners, LLC | 14,214 | $272.9 萬 | 0.49% | −1,764−11.0% | 減碼 |
| Leavell Investment Management, Inc. | 14,275 | $274.0 萬 | 0.20% | −744−5.0% | 減碼 |
| Hodges Capital Management Inc. | 14,349 | $275.5 萬 | 0.20% | +9,459+193.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,378 | $276.0 萬 | 0.29% | +121+0.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 14,484 | $278.0 萬 | 0.06% | −737−4.8% | 減碼 |
| EagleClaw Capital Managment, LLC | 14,488 | $278.0 萬 | 0.72% | +163+1.1% | 加碼 |
| Webster Bank, N. A. | 14,489 | $278.1 萬 | 0.31% | +368+2.6% | 加碼 |
| Mid Atlantic Financial Management Inc | 14,540 | $279.1 萬 | 0.19% | −304−2.0% | 減碼 |
| Sandy Spring Bank | 14,572 | $279.6 萬 | 0.15% | −219−1.5% | 減碼 |
| World Asset Management Inc | 14,716 | $282.5 萬 | 0.28% | −1,002−6.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 14,723 | $282.7 萬 | 0.07% | −240−1.6% | 減碼 |
| Avidian Wealth Solutions, LLC | 14,843 | $284.9 萬 | 0.22% | +311+2.1% | 加碼 |
| FIL Ltd | 14,874 | $285.5 萬 | 0.00% | −5,373−26.5% | 減碼 |
| Eukles Asset Management | 14,873 | $285.5 萬 | 1.56% | +11+0.1% | 加碼 |
| Lincoln National Corp | 14,880 | $285.7 萬 | 0.06% | +1,823+14.0% | 加碼 |
| McMillion Capital Management Inc | 14,909 | $286.2 萬 | 1.68% | −911−5.8% | 減碼 |
| Country Club Trust Company, n.a. | 14,494 | $286.8 萬 | 0.25% | +1,855+14.7% | 加碼 |
| Roundview Capital LLC | 14,969 | $287.4 萬 | 0.32% | +94+0.6% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $288.0 萬 | 0.79% | 00.0% | 不變 |
| RBF Capital, LLC | 15,000 | $288.0 萬 | 0.16% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 14,999 | $288.0 萬 | 0.31% | +11,329+308.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 15,209 | $292.0 萬 | 0.04% | +96+0.6% | 加碼 |
| Edgestream Partners, L.P. | 15,243 | $292.6 萬 | 0.18% | +13,390+722.6% | 加碼 |
| Essex Financial Services, Inc. | 15,259 | $292.9 萬 | 0.33% | +7,244+90.4% | 加碼 |
| Kames Capital plc | 15,336 | $294.2 萬 | 0.04% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 15,380 | $295.2 萬 | 0.20% | −120−0.8% | 減碼 |
| Bank of the West | 15,404 | $295.7 萬 | 0.31% | +1,524+11.0% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 15,462 | $296.8 萬 | 1.83% | +19+0.1% | 加碼 |
| IBM Retirement Fund | 15,508 | $297.7 萬 | 0.23% | +36+0.2% | 加碼 |
| Lido Advisors, LLC | 15,528 | $298.0 萬 | 0.07% | +4,498+40.8% | 加碼 |
| Compagnie Lombard Odier SCmA | 15,555 | $298.7 萬 | 0.06% | +2,229+16.7% | 加碼 |
| Griffin Asset Management, Inc. | 15,577 | $299.0 萬 | 0.38% | −130−0.8% | 減碼 |
| Marshall Wace, LLP | 15,626 | $299.9 萬 | 0.01% | −74,670−82.7% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 15,656 | $300.5 萬 | 1.09% | +125+0.8% | 加碼 |
| DT Investment Partners, LLC | 15,660 | $300.7 萬 | 0.40% | +1,967+14.4% | 加碼 |
| Brown Brothers Harriman & Co | 15,817 | $303.6 萬 | 0.02% | −6,836−30.2% | 減碼 |
| Bessemer Group Inc | 15,896 | $305.2 萬 | 0.01% | +747+4.9% | 加碼 |
| First Midwest Bank Trust Division | 16,004 | $307.2 萬 | 0.44% | −313−1.9% | 減碼 |
| Financial & Tax Architects, LLC | 16,058 | $308.3 萬 | 1.40% | +1,612+11.2% | 加碼 |
| Next Century Growth Investors LLC | 16,105 | $309.1 萬 | 0.27% | −653−3.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,126 | $309.6 萬 | 0.02% | +16,126 | 新進 |
| Hayek Kallen Investment Management | 16,335 | $313.6 萬 | 1.43% | −50−0.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 16,437 | $315.5 萬 | 0.50% | +560+3.5% | 加碼 |
| Abbrea Capital, LLC | 16,471 | $316.2 萬 | 0.47% | +10+0.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,507 | $316.9 萬 | 0.55% | 00.0% | 不變 |
| Intact Investment Management Inc. | 16,600 | $318.5 萬 | 0.09% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 16,769 | $321.9 萬 | 1.34% | +50+0.3% | 加碼 |
| Monetary Management Group Inc | 16,817 | $322.8 萬 | 0.89% | +900+5.7% | 加碼 |
| Cigna Investments Inc | 16,814 | $322.9 萬 | 0.24% | −373−2.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 16,827 | $323.0 萬 | 0.02% | −6,824−28.9% | 減碼 |
| BBVA USA | 16,902 | $324.4 萬 | 0.19% | +48+0.3% | 加碼 |
| Cornerstone Wealth Group, LLC | 16,901 | $324.5 萬 | 0.57% | −12,824−43.1% | 減碼 |
| Asset Dedication, LLC | 17,117 | $327.4 萬 | 0.43% | +843+5.2% | 加碼 |
| Stillwater Investment Management, LLC | 17,084 | $328.0 萬 | 0.87% | −61−0.4% | 減碼 |
| Canandaigua National Corp | 17,108 | $328.4 萬 | 0.53% | −535−3.0% | 減碼 |
| Walleye Trading LLC | 17,150 | $329.2 萬 | 0.08% | −112,304−86.8% | 減碼 |
| Ci Investments Inc. | 17,200 | $330.2 萬 | 0.01% | −3,757−17.9% | 減碼 |
| Mutual Advisors, LLC | 17,232 | $330.8 萬 | 0.20% | +2,373+16.0% | 加碼 |
| Shelton Capital Management | 17,343 | $332.9 萬 | 0.13% | −4,600−21.0% | 減碼 |
| Family Legacy, Inc. | 17,066 | $333.1 萬 | 1.50% | +93+0.5% | 加碼 |
| Drexel Morgan & Co. | 17,522 | $336.4 萬 | 1.08% | 00.0% | 不變 |
| Monument Capital Management | 17,559 | $337.1 萬 | 1.15% | +447+2.6% | 加碼 |
| Loveless Wealth Management LLC | 17,585 | $337.6 萬 | 2.05% | −515−2.8% | 減碼 |
| Global Retirement Partners, LLC | 17,674 | $339.3 萬 | 0.34% | +1,107+6.7% | 加碼 |
| Homrich & Berg | 17,732 | $340.4 萬 | 0.08% | +3,119+21.3% | 加碼 |
| Avantax Planning Partners, Inc. | 17,809 | $341.9 萬 | 0.16% | +102+0.6% | 加碼 |
| Terry L. Blaker | 17,824 | $342.2 萬 | 0.22% | −84−0.5% | 減碼 |
| Siemens Fonds Invest GmbH | 17,859 | $342.8 萬 | 0.23% | +1,035+6.2% | 加碼 |
| Equitable Trust Co | 17,912 | $343.9 萬 | 0.22% | −9,271−34.1% | 減碼 |
| Burney Co | 18,111 | $347.7 萬 | 0.16% | −1,688−8.5% | 減碼 |
| Palladium Partners LLC | 18,127 | $348.0 萬 | 0.16% | −825−4.4% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 18,211 | $349.6 萬 | 0.14% | +586+3.3% | 加碼 |
| Aries Wealth Management | 18,294 | $351.2 萬 | 1.49% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 18,307 | $351.4 萬 | 0.47% | −104−0.6% | 減碼 |
| Twin Capital Management Inc | 18,318 | $351.7 萬 | 0.36% | −1,735−8.7% | 減碼 |
| Physicians Financial Services, Inc. | 18,364 | $352.5 萬 | 1.43% | +1,013+5.8% | 加碼 |
| Massmutual Trust Co FSB | 18,370 | $352.6 萬 | 0.15% | +5,254+40.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 17,713 | $353.6 萬 | 0.05% | +14,631+474.7% | 加碼 |
| Freestone Capital Holdings, LLC | 18,461 | $354.4 萬 | 0.18% | −258−1.4% | 減碼 |
| Raymond James Trust N.A. | 18,463 | $354.5 萬 | 0.12% | +661+3.7% | 加碼 |
| Ameritas Investment Company, LLC | 18,518 | $355.5 萬 | 0.16% | +8,074+77.3% | 加碼 |
| Montgomery Investment Management Inc | 18,521 | $355.5 萬 | 1.33% | +270+1.5% | 加碼 |
| Gateway Advisory, LLC | 18,518 | $355.5 萬 | 0.74% | +307+1.7% | 加碼 |
| Lavaca Capital LLC | 18,571 | $356.5 萬 | 1.79% | +9,801+111.8% | 加碼 |
| Great Lakes Advisors, LLC | 18,577 | $356.6 萬 | 0.06% | −320−1.7% | 減碼 |
| Reliant Investment Management, LLC | 18,603 | $357.1 萬 | 1.78% | −1,205−6.1% | 減碼 |