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 | 3,023 | $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 |
|---|---|---|---|---|---|
| CastleArk Alternatives, LLC | 1,940 | $37.2 萬 | 0.01% | +1,940 | 新進 |
| Evermay Wealth Management LLC | 1,945 | $37.3 萬 | 0.07% | −400−17.1% | 減碼 |
| Burns J W & Co Inc | 1,950 | $37.4 萬 | 0.06% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 1,953 | $37.5 萬 | 0.04% | −387−16.5% | 減碼 |
| First Commonwealth Financial Corp | 1,957 | $37.5 萬 | 0.14% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 1,961 | $37.6 萬 | 0.04% | −22−1.1% | 減碼 |
| GHP Investment Advisors, Inc. | 1,959 | $37.6 萬 | 0.03% | 00.0% | 不變 |
| Novare Capital Management LLC | 1,962 | $37.7 萬 | 0.04% | −4−0.2% | 減碼 |
| Trustco Bank Corp N Y | 1,963 | $37.7 萬 | 0.35% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 1,964 | $37.7 萬 | 0.05% | +11+0.6% | 加碼 |
| AXS Investments LLC | 1,984 | $38.1 萬 | 0.14% | −3,697−65.1% | 減碼 |
| Arcus Capital Partners, LLC | 1,984 | $38.1 萬 | 0.14% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 1,985 | $38.1 萬 | 0.23% | +500+33.7% | 加碼 |
| Ironwood Investment Management LLC | 1,995 | $38.3 萬 | 0.20% | −105−5.0% | 減碼 |
| Derby & Company, Inc | 1,997 | $38.3 萬 | 0.08% | 00.0% | 不變 |
| Financial Consulate, Inc | 2,002 | $38.4 萬 | 0.14% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 2,000 | $38.4 萬 | 0.22% | 00.0% | 不變 |
| Traverso Chambers Private Wealth Management, LLC | 2,000 | $38.4 萬 | 0.12% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 2,015 | $38.6 萬 | 0.03% | −2,144−51.6% | 減碼 |
| Meristem Family Wealth, LLC | 2,013 | $38.6 萬 | 0.04% | +392+24.2% | 加碼 |
| Almanack Investment Partners, LLC. | 2,014 | $38.7 萬 | 0.03% | −21−1.0% | 減碼 |
| Pacitti Group Inc. | 2,021 | $38.8 萬 | 0.24% | +3+0.1% | 加碼 |
| Farmers National Bank | 2,135 | $38.9 萬 | 0.15% | +2,135 | 新進 |
| Eads & Heald Wealth Management | 2,024 | $38.9 萬 | 0.19% | −61−2.9% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 2,027 | $38.9 萬 | 0.18% | +2,027 | 新進 |
| Mountain Pacific Investment Advisers Inc | 2,031 | $39.0 萬 | 0.02% | −64−3.1% | 減碼 |
| BFT Financial Group, LLC | 2,032 | $39.0 萬 | 0.07% | +71+3.6% | 加碼 |
| Fort Sheridan Advisors LLC | 2,045 | $39.3 萬 | 0.13% | +2,045 | 新進 |
| Clear Perspective Advisors, LLC | 2,053 | $39.4 萬 | 0.13% | −4−0.2% | 減碼 |
| Range Financial Group LLC | 2,050 | $39.4 萬 | 0.28% | +251+14.0% | 加碼 |
| Teamwork Financial Advisors, LLC | 2,057 | $39.5 萬 | 0.08% | +76+3.8% | 加碼 |
| Greenwich Wealth Management LLC | 2,061 | $39.6 萬 | 0.03% | +680+49.2% | 加碼 |
| Intrua Financial, LLC | 2,022 | $39.7 萬 | 0.07% | +199+10.9% | 加碼 |
| Versor Investments LP | 2,076 | $39.9 萬 | 0.01% | −10−0.5% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 2,080 | $39.9 萬 | 0.03% | +165+8.6% | 加碼 |
| Childress Capital Advisors, LLC | 2,080 | $39.9 萬 | 0.16% | +614+41.9% | 加碼 |
| Sterling Investment Advisors, Ltd. | 2,084 | $40.0 萬 | 0.12% | +10.0% | 加碼 |
| Ergoteles LLC | 2,087 | $40.1 萬 | 0.01% | +2,087 | 新進 |
| Enlightenment Research, LLC | 2,100 | $40.3 萬 | 0.49% | −5,600−72.7% | 減碼 |
| Smith Anglin Financial, LLC | 2,104 | $40.4 萬 | 0.08% | +4+0.2% | 加碼 |
| Townsend Asset Management Corp | 2,107 | $40.4 萬 | 0.21% | +52+2.5% | 加碼 |
| Berkshire Bank | 2,110 | $40.5 萬 | 0.10% | −15−0.7% | 減碼 |
| North Point Portfolio Managers Corp | 2,113 | $40.6 萬 | 0.06% | −1,000−32.1% | 減碼 |
| Gillespie Robinson & Grimm Inc | 2,115 | $40.6 萬 | 0.03% | +183+9.5% | 加碼 |
| BOK Financial Private Wealth, Inc. | 2,113 | $40.6 萬 | 0.03% | +340+19.2% | 加碼 |
| Bremer Bank National Association | 2,113 | $40.6 萬 | 0.08% | +437+26.1% | 加碼 |
| First Affirmative Financial Network | 2,115 | $40.6 萬 | 0.42% | +2,115 | 新進 |
| Bank Hapoalim BM | 2,118 | $40.7 萬 | 0.04% | +80+3.9% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 2,127 | $40.8 萬 | 0.22% | +900+73.3% | 加碼 |
| Sterling Manor Financial, LLC | 2,133 | $40.9 萬 | 0.34% | −122−5.4% | 減碼 |
| N.E.W. Advisory Services LLC | 2,129 | $40.9 萬 | 0.07% | +153+7.7% | 加碼 |
| Heron Financial Group, LLC | 2,135 | $41.0 萬 | 0.23% | +5+0.2% | 加碼 |
| Ategra Capital Management, LLC | 2,136 | $41.0 萬 | 0.21% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 2,140 | $41.1 萬 | 0.12% | −9−0.4% | 減碼 |
| First Financial Corp | 2,145 | $41.2 萬 | 0.27% | +500+30.4% | 加碼 |
| RDA Financial Network | 2,151 | $41.3 萬 | 0.18% | +377+21.3% | 加碼 |
| Trust Co of Virginia | 2,149 | $41.3 萬 | 0.05% | +2,149 | 新進 |
| Advisors Management Group Inc | 2,155 | $41.4 萬 | 0.13% | +4+0.2% | 加碼 |
| Full Sail Capital, LLC | 2,162 | $41.5 萬 | 0.04% | +215+11.0% | 加碼 |
| Capital Planning Advisors, LLC | 2,166 | $41.6 萬 | 0.09% | 00.0% | 不變 |
| Harbor Financial Services, LLC | 2,170 | $41.7 萬 | 0.18% | −340−13.5% | 減碼 |
| Davidson Trust Co | 2,173 | $41.7 萬 | 0.32% | 00.0% | 不變 |
| Day & Ennis, LLC | 2,176 | $41.8 萬 | 0.14% | +2+0.1% | 加碼 |
| Kozak & Associates, Inc. | 2,015 | $41.9 萬 | 0.25% | +2,015 | 新進 |
| Tolleson Wealth Management, Inc. | 2,200 | $42.2 萬 | 0.12% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,200 | $42.2 萬 | 0.41% | 00.0% | 不變 |
| Maryland Capital Management | 2,202 | $42.3 萬 | 0.03% | −256−10.4% | 減碼 |
| First Heartland Consultants, Inc. | 2,208 | $42.4 萬 | 0.06% | +165+8.1% | 加碼 |
| Evergreen Capital Management LLC | 2,230 | $42.8 萬 | 0.02% | +120+5.7% | 加碼 |
| Sunbelt Securities, Inc. | 2,063 | $42.9 萬 | 0.08% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 2,237 | $42.9 萬 | 0.07% | +445+24.8% | 加碼 |
| Corundum Group, Inc. | 2,240 | $43.0 萬 | 0.32% | +312+16.2% | 加碼 |
| LVM Capital Management Ltd | 2,250 | $43.2 萬 | 0.07% | +25+1.1% | 加碼 |
| German American Bancorp, Inc. | 2,253 | $43.3 萬 | 0.07% | +5+0.2% | 加碼 |
| Platform Technology Partners | 2,257 | $43.3 萬 | 0.20% | +35+1.6% | 加碼 |
| Forte Capital LLC | 2,259 | $43.4 萬 | 0.06% | −4−0.2% | 減碼 |
| Goepper Burkhardt LLC | 2,260 | $43.4 萬 | 0.28% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 2,262 | $43.4 萬 | 0.26% | +35+1.6% | 加碼 |
| Abacus Wealth Partners, LLC | 2,270 | $43.6 萬 | 0.16% | +254+12.6% | 加碼 |
| Cooper Financial Group | 2,273 | $43.6 萬 | 0.09% | +20+0.9% | 加碼 |
| Select Asset Management & Trust | 2,272 | $43.6 萬 | 0.31% | +2,272 | 新進 |
| Derbend Asset Management | 2,284 | $43.8 萬 | 0.41% | −499−17.9% | 減碼 |
| Mather Group, LLC. | 2,293 | $44.0 萬 | 0.01% | −43−1.8% | 減碼 |
| Shepherd Financial Partners LLC | 2,298 | $44.0 萬 | 0.08% | +58+2.6% | 加碼 |
| Harbor Investment Advisory, LLC | 2,299 | $44.1 萬 | 0.06% | −200−8.0% | 減碼 |
| Thrive Capital Management, LLC | 2,302 | $44.2 萬 | 0.33% | −79−3.3% | 減碼 |
| Regent Investment Management LLC | 2,300 | $44.2 萬 | 0.11% | 00.0% | 不變 |
| Zhang Financial LLC | 2,302 | $44.2 萬 | 0.10% | +122+5.6% | 加碼 |
| Acorn Wealth Advisors, LLC | 2,309 | $44.3 萬 | 0.31% | −53−2.2% | 減碼 |
| Montag A & Associates Inc | 2,315 | $44.4 萬 | 0.02% | −300−11.5% | 減碼 |
| LCNB Corp | 2,325 | $44.6 萬 | 0.23% | −45−1.9% | 減碼 |
| Archford Capital Strategies, LLC | 2,326 | $44.7 萬 | 0.11% | −18−0.8% | 減碼 |
| David Loasby | 2,314 | $44.7 萬 | 0.06% | +536+30.1% | 加碼 |
| Summit Wealth Partners, LLC | 2,343 | $45.0 萬 | 0.11% | +400+20.6% | 加碼 |
| Caxton Associates LP | 2,347 | $45.1 萬 | 0.06% | +1,385+144.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,362 | $45.3 萬 | 0.08% | +352+17.5% | 加碼 |
| Financial Advisory Service, Inc. | 2,360 | $45.3 萬 | 0.04% | +400+20.4% | 加碼 |
| Garner Asset Management Corp | 2,359 | $45.3 萬 | 0.21% | +571+31.9% | 加碼 |
| Van Cleef Asset Management,Inc | 2,370 | $45.5 萬 | 0.07% | −1,025−30.2% | 減碼 |
| Proficio Capital Partners LLC | 2,375 | $45.6 萬 | 0.06% | −61−2.5% | 減碼 |