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 |
|---|---|---|---|---|---|
| Security National Trust Co | 16,452 | $358.1 萬 | 0.83% | 00.0% | 不變 |
| Kiley Juergens Wealth Management, LLC | 18,749 | $359.9 萬 | 1.58% | +1,960+11.7% | 加碼 |
| Marketfield Asset Management LLC | 18,901 | $362.8 萬 | 2.87% | −541−2.8% | 減碼 |
| Credit Agricole S A | 18,929 | $363.4 萬 | 0.13% | +11,444+152.9% | 加碼 |
| Ieq Capital, LLC | 18,962 | $363.9 萬 | 0.10% | +2,764+17.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 18,980 | $364.3 萬 | 0.84% | −3,740−16.5% | 減碼 |
| Fusion Capital, LLC | 19,089 | $366.5 萬 | 2.17% | +1,087+6.0% | 加碼 |
| Summitry LLC | 19,197 | $368.5 萬 | 0.23% | −390−2.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 19,282 | $370.1 萬 | 0.16% | +19,282 | 新進 |
| Searle & Co. | 19,364 | $371.7 萬 | 1.52% | 00.0% | 不變 |
| National Asset Management, Inc. | 19,350 | $372.3 萬 | 0.12% | −157−0.8% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 19,416 | $372.7 萬 | 0.42% | −74−0.4% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 19,428 | $373.0 萬 | 0.88% | −106−0.5% | 減碼 |
| Retirement Group, LLC | 19,573 | $375.8 萬 | 1.74% | +102+0.5% | 加碼 |
| Northeast Investment Management | 19,591 | $376.1 萬 | 0.20% | +773+4.1% | 加碼 |
| Colonial Trust Advisors | 19,648 | $377.2 萬 | 0.47% | +25+0.1% | 加碼 |
| Jefferies Group LLC | 19,680 | $377.8 萬 | 0.09% | −2,410−10.9% | 減碼 |
| Pearl River Capital, LLC | 19,713 | $378.4 萬 | 1.03% | −1,190−5.7% | 減碼 |
| Crestwood Advisors Group LLC | 19,709 | $378.4 萬 | 0.11% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 18,667 | $380.0 萬 | 0.42% | +5,372+40.4% | 加碼 |
| Rathbone Brothers plc | 19,967 | $383.3 萬 | 0.04% | +11,440+134.2% | 加碼 |
| Spire Wealth Management | 20,004 | $384.3 萬 | 0.10% | −54,165−73.0% | 減碼 |
| BKD Wealth Advisors, LLC | 20,035 | $384.6 萬 | 0.18% | +108+0.5% | 加碼 |
| Mathes Company, Inc. | 20,073 | $385.3 萬 | 1.43% | −935−4.5% | 減碼 |
| Moors & Cabot, Inc. | 20,108 | $386.3 萬 | 0.24% | +358+1.8% | 加碼 |
| Caldwell Trust Co | 20,163 | $387.1 萬 | 0.49% | +188+0.9% | 加碼 |
| Wesbanco Bank Inc | 20,255 | $388.8 萬 | 0.15% | −255−1.2% | 減碼 |
| Principle Wealth Partners LLC | 20,555 | $394.6 萬 | 0.46% | +1,227+6.3% | 加碼 |
| Community Bank, N.A. | 20,605 | $395.6 萬 | 0.48% | +1,731+9.2% | 加碼 |
| Bridge Creek Capital Management LLC | 20,622 | $395.9 萬 | 1.47% | +325+1.6% | 加碼 |
| Argyle Capital Management Inc. | 20,665 | $396.7 萬 | 1.31% | 00.0% | 不變 |
| Community Bank & Trust, Waco, Texas | 20,758 | $398.5 萬 | 1.30% | +98+0.5% | 加碼 |
| Avantax Advisory Services, Inc. | 20,877 | $400.5 萬 | 0.07% | +3,813+22.3% | 加碼 |
| Meridian Wealth Management, LLC | 20,870 | $400.6 萬 | 0.49% | +1,609+8.4% | 加碼 |
| Robbins Farley LLC | 20,881 | $400.9 萬 | 2.96% | +20,881 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 20,996 | $403.1 萬 | 0.20% | +786+3.9% | 加碼 |
| Stonebridge Capital Management Inc | 21,137 | $405.8 萬 | 1.49% | −350−1.6% | 減碼 |
| Advisor Partners LLC | 21,265 | $408.2 萬 | 0.28% | −677−3.1% | 減碼 |
| Highland Capital Management, LLC | 21,290 | $408.7 萬 | 0.25% | −1,390−6.1% | 減碼 |
| Boit C F David | 21,100 | $410.0 萬 | 2.81% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 27,576 | $411.3 萬 | 0.20% | +5,954+27.5% | 加碼 |
| Central Bank & Trust Co | 21,566 | $414.0 萬 | 0.68% | −4,026−15.7% | 減碼 |
| Veritable, L.P. | 21,715 | $416.9 萬 | 0.07% | −74−0.3% | 減碼 |
| Ipswich Investment Management Co., Inc. | 21,744 | $417.4 萬 | 1.07% | +100.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 21,921 | $420.8 萬 | 0.04% | +274+1.3% | 加碼 |
| Monte Financial Group, LLC | 22,005 | $422.4 萬 | 2.42% | +213+1.0% | 加碼 |
| Channing Capital Management, LLC | 22,118 | $424.6 萬 | 0.13% | +3,384+18.1% | 加碼 |
| Wedbush Securities Inc | 22,244 | $427.0 萬 | 0.20% | −1,270−5.4% | 減碼 |
| Shell Asset Management Co | 22,241 | $427.0 萬 | 0.10% | −202−0.9% | 減碼 |
| PGGM Investments | 22,301 | $428.1 萬 | 0.02% | −94,639−80.9% | 減碼 |
| Bank of Hawaii | 22,326 | $428.6 萬 | 0.24% | +129+0.6% | 加碼 |
| Signet Financial Management, LLC | 22,450 | $431.0 萬 | 0.74% | +22,450 | 新進 |
| People's United Financial, Inc. | 22,481 | $431.6 萬 | 0.10% | +1,064+5.0% | 加碼 |
| Biechele Royce Advisors | 22,597 | $433.8 萬 | 1.92% | −202−0.9% | 減碼 |
| Marshall Wace North America L.P. | 22,730 | $436.3 萬 | 0.02% | −52,791−69.9% | 減碼 |
| NBT Bank N A | 23,141 | $444.2 萬 | 0.62% | −251−1.1% | 減碼 |
| Beacon Financial Group | 22,459 | $444.4 萬 | 0.61% | −124−0.5% | 減碼 |
| Point72 Hong Kong Ltd | 23,158 | $444.6 萬 | 0.34% | +11,818+104.2% | 加碼 |
| L & S Advisors Inc | 23,188 | $445.1 萬 | 0.48% | −4,546−16.4% | 減碼 |
| Columbia Asset Management | 23,189 | $445.2 萬 | 0.98% | +287+1.3% | 加碼 |
| Citizens National Bank Trust Department | 23,279 | $446.9 萬 | 1.27% | +130+0.6% | 加碼 |
| Fayez Sarofim & Co | 23,301 | $447.2 萬 | 0.01% | −929−3.8% | 減碼 |
| First National Trust Co | 23,825 | $457.3 萬 | 0.27% | +3,179+15.4% | 加碼 |
| Putnam Investments LLC | 24,279 | $466.1 萬 | 0.01% | +21,966+949.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 24,420 | $468.8 萬 | 0.26% | +2,327+10.5% | 加碼 |
| City Holding Co | 24,427 | $468.9 萬 | 0.80% | +724+3.1% | 加碼 |
| Hartford Financial Management Inc. | 24,546 | $471.2 萬 | 1.20% | −211−0.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 24,865 | $477.3 萬 | 0.10% | −110.0% | 減碼 |
| Paradiem, LLC | 23,137 | $479.2 萬 | 1.43% | +1,741+8.1% | 加碼 |
| Northwest Investment Counselors, LLC | 25,076 | $481.4 萬 | 1.34% | +1,361+5.7% | 加碼 |
| CBOE Vest Financial, LLC | 25,081 | $481.5 萬 | 1.47% | +7,657+43.9% | 加碼 |
| RiverFront Investment Group, LLC | 25,131 | $482.4 萬 | 0.16% | −28,622−53.2% | 減碼 |
| Howland Capital Management LLC | 25,129 | $482.4 萬 | 0.25% | +90.0% | 加碼 |
| Simmons Bank | 25,411 | $487.8 萬 | 0.35% | +512+2.1% | 加碼 |
| Achmea Investment Management B.V. | 25,458 | $488.7 萬 | 0.15% | +822+3.3% | 加碼 |
| Synovus Financial Corp | 25,555 | $490.6 萬 | 0.05% | −4,842−15.9% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 25,780 | $494.9 萬 | 0.25% | −2,845−9.9% | 減碼 |
| Essex Investment Management Co LLC | 25,830 | $495.9 萬 | 0.61% | +90+0.3% | 加碼 |
| Brewin Dolphin Ltd | 25,897 | $497.1 萬 | 0.20% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 25,926 | $497.7 萬 | 0.13% | +3,776+17.0% | 加碼 |
| American National Bank | 26,117 | $501.4 萬 | 1.11% | +326+1.3% | 加碼 |
| Welch Group, LLC | 26,132 | $501.7 萬 | 0.34% | +2,453+10.4% | 加碼 |
| Aull & Monroe Investment Management Corp | 26,399 | $506.7 萬 | 2.50% | −99−0.4% | 減碼 |
| First Financial Bank - Trust Division | 26,432 | $507.4 萬 | 0.56% | +603+2.3% | 加碼 |
| Neville Rodie & Shaw Inc | 26,554 | $509.7 萬 | 0.40% | −375−1.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 26,618 | $511.0 萬 | 0.16% | −50−0.2% | 減碼 |
| D L Carlson Investment Group Inc | 26,791 | $514.3 萬 | 0.90% | +1,025+4.0% | 加碼 |
| Prospera Financial Services Inc | 26,806 | $514.8 萬 | 0.26% | −1,865−6.5% | 減碼 |
| Ambassador Advisors, LLC | 26,903 | $516.4 萬 | 1.00% | +723+2.8% | 加碼 |
| Qube Research & Technologies Ltd | 26,969 | $517.7 萬 | 0.06% | −113,083−80.7% | 減碼 |
| Regentatlantic Capital LLC | 27,006 | $518.4 萬 | 0.16% | +1,152+4.5% | 加碼 |
| Kinneret Advisory, LLC | 27,113 | $520.5 萬 | 0.61% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 27,382 | $525.6 萬 | 0.49% | +2,252+9.0% | 加碼 |
| Oak Harvest Investment Services | 27,425 | $526.5 萬 | 1.54% | +2,885+11.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 27,569 | $529.2 萬 | 0.12% | −1,080−3.8% | 減碼 |
| Silverleafe Capital Partners, LLC | 27,566 | $529.2 萬 | 2.10% | +3,198+13.1% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 27,573 | $529.3 萬 | 2.52% | +27,573 | 新進 |
| Independent Wealth Network Inc. | 26,083 | $530.9 萬 | 3.48% | +26,083 | 新進 |
| Quantbot Technologies LP | 27,786 | $533.4 萬 | 0.39% | −10,105−26.7% | 減碼 |
| Tiaa, FSB | 27,831 | $534.3 萬 | 0.02% | +2,816+11.3% | 加碼 |