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 |
|---|---|---|---|---|---|
| White Lighthouse Investment Management Inc. | 3,571 | $68.6 萬 | 0.18% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 3,580 | $68.7 萬 | 0.12% | +523+17.1% | 加碼 |
| J. W. Coons Advisors, LLC | 3,576 | $68.8 萬 | 0.24% | −970−21.3% | 減碼 |
| SignalPoint Asset Management, LLC | 3,582 | $68.8 萬 | 0.22% | +81+2.3% | 加碼 |
| Cynosure Management, LLC | 3,600 | $69.1 萬 | 0.53% | 00.0% | 不變 |
| Applied Capital LLC | 3,616 | $69.4 萬 | 0.61% | +21+0.6% | 加碼 |
| Capital Square, LLC | 3,583 | $69.6 萬 | 0.49% | +2,025+130.0% | 加碼 |
| Ballentine Partners, LLC | 3,635 | $69.7 萬 | 0.02% | −48−1.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,630 | $69.7 萬 | 0.06% | −2−0.1% | 減碼 |
| Delta Investment Management, LLC | 3,632 | $69.7 萬 | 0.22% | +15+0.4% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,659 | $70.3 萬 | 0.17% | +10.0% | 加碼 |
| Flputnam Investment Management Co | 3,674 | $70.5 萬 | 0.02% | −829−18.4% | 減碼 |
| Circle Wealth Management, LLC | 3,674 | $70.5 萬 | 0.10% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 3,678 | $70.6 萬 | 0.10% | +154+4.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 3,692 | $70.9 萬 | 0.18% | +109+3.0% | 加碼 |
| E&G Advisors, LP | 3,700 | $71.0 萬 | 0.19% | +3,700 | 加碼 |
| Monticello Wealth Management, LLC | 3,706 | $71.1 萬 | 0.07% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 3,711 | $71.2 萬 | 0.08% | +200+5.7% | 加碼 |
| Laffer Tengler Investments | 3,716 | $71.3 萬 | 0.21% | +2,365+175.1% | 加碼 |
| Gradient Investments LLC | 3,752 | $72.0 萬 | 0.02% | +32+0.9% | 加碼 |
| Roman Butler Fullerton & Co | 3,646 | $72.2 萬 | 0.34% | +10.0% | 加碼 |
| NorthRock Partners, LLC | 3,579 | $72.3 萬 | 0.06% | +627+21.2% | 加碼 |
| Hancock Whitney Corp | 3,777 | $72.5 萬 | 0.03% | −256−6.3% | 減碼 |
| Hilltop Holdings Inc. | 3,791 | $72.8 萬 | 0.08% | −113−2.9% | 減碼 |
| US Asset Management LLC | 3,805 | $73.0 萬 | 0.71% | +3,805 | 新進 |
| Visionary Wealth Advisors | 3,814 | $73.2 萬 | 0.08% | +351+10.1% | 加碼 |
| Echo Street Capital Management LLC | 3,811 | $73.2 萬 | 0.01% | +504+15.2% | 加碼 |
| Xcel Wealth Management, LLC | 3,833 | $73.6 萬 | 0.21% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 3,844 | $73.7 萬 | 0.08% | +129+3.5% | 加碼 |
| Old Mission Investment Co LLC | 3,842 | $73.8 萬 | 0.30% | +326+9.3% | 加碼 |
| SNS Financial Group, LLC | 3,844 | $73.8 萬 | 0.09% | −11−0.3% | 減碼 |
| American National Registered Investment Advisor, Inc. | 3,855 | $74.0 萬 | 0.27% | −26−0.7% | 減碼 |
| Westhampton Capital, LLC | 3,865 | $74.2 萬 | 0.51% | +225+6.2% | 加碼 |
| 44 Wealth Management LLC | 3,897 | $74.8 萬 | 0.29% | +997+34.4% | 加碼 |
| Intersect Capital LLC | 3,923 | $75.3 萬 | 0.13% | −325−7.7% | 減碼 |
| Ossiam | 3,935 | $75.5 萬 | 0.02% | −122,500−96.9% | 減碼 |
| Waldron Private Wealth LLC | 3,941 | $75.6 萬 | 0.04% | +740+23.1% | 加碼 |
| FORA Capital, LLC | 3,937 | $75.6 萬 | 0.19% | +3,937 | 新進 |
| Courier Capital LLC | 3,959 | $76.0 萬 | 0.07% | +10.0% | 加碼 |
| Aspen Investment Management Inc | 3,962 | $76.1 萬 | 0.40% | −1,337−25.2% | 減碼 |
| First Hawaiian Bank | 3,966 | $76.1 萬 | 0.03% | −419−9.6% | 減碼 |
| Cordasco Financial Network | 3,964 | $76.1 萬 | 0.52% | +117+3.0% | 加碼 |
| Werlinich Asset Management, LLC | 3,975 | $76.3 萬 | 0.62% | +35+0.9% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 4,002 | $76.8 萬 | 0.16% | −100−2.4% | 減碼 |
| First Manhattan Co | 4,039 | $77.5 萬 | 0.00% | +436+12.1% | 加碼 |
| Baker Tilly Wealth Management, LLC | 4,048 | $77.7 萬 | 0.10% | −13−0.3% | 減碼 |
| Bridges Investment Management Inc | 4,050 | $77.8 萬 | 0.02% | −40−1.0% | 減碼 |
| Puzo Michael J | 4,075 | $78.2 萬 | 0.25% | −200−4.7% | 減碼 |
| Cim Investment Mangement Inc | 4,076 | $78.2 萬 | 0.25% | −23−0.6% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 4,075 | $78.2 萬 | 0.67% | 00.0% | 不變 |
| Charles Schwab Trust Co | 4,074 | $78.2 萬 | 0.15% | 00.0% | 不變 |
| Solstein Capital, LLC | 4,074 | $78.2 萬 | 0.45% | +1,000+32.5% | 加碼 |
| Manchester Capital Management LLC | 4,083 | $78.4 萬 | 0.11% | +103+2.6% | 加碼 |
| Wall Street Access Asset Management, LLC | 4,084 | $78.4 萬 | 0.35% | +2,193+116.0% | 加碼 |
| Woodward Diversified Capital, LLC | 4,088 | $78.5 萬 | 0.49% | +214+5.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 4,095 | $78.6 萬 | 0.06% | +493+13.7% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,100 | $78.7 萬 | 0.21% | +247+6.4% | 加碼 |
| IVC Wealth Advisors LLC | 4,110 | $78.9 萬 | 0.54% | +176+4.5% | 加碼 |
| TRUE Private Wealth Advisors | 4,123 | $79.1 萬 | 0.12% | +125+3.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 4,129 | $79.3 萬 | 0.10% | +153+3.8% | 加碼 |
| Hudson Valley Investment Advisors Inc | 4,132 | $79.3 萬 | 0.14% | +186+4.7% | 加碼 |
| Warren Averett Asset Management, LLC | 3,804 | $79.3 萬 | 0.07% | +8+0.2% | 加碼 |
| Birch Hill Investment Advisors LLC | 4,134 | $79.4 萬 | 0.04% | 00.0% | 不變 |
| Chicago Capital, LLC | 4,135 | $79.4 萬 | 0.03% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 4,150 | $79.7 萬 | 0.29% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 4,164 | $79.9 萬 | 0.19% | −78−1.8% | 減碼 |
| RMB Capital Management, LLC | 4,169 | $80.0 萬 | 0.03% | −1,213−22.5% | 減碼 |
| BancorpSouth Bank | 4,173 | $80.1 萬 | 0.11% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 4,174 | $80.1 萬 | 0.13% | +60+1.5% | 加碼 |
| Lantz Financial LLC | 4,176 | $80.2 萬 | 0.41% | +10.0% | 加碼 |
| Fairview Capital Investment Management, LLC | 4,192 | $80.4 萬 | 0.05% | +28+0.7% | 加碼 |
| 1832 Asset Management L.P. | 4,047 | $80.5 萬 | 0.00% | +4,027+20,135.0% | 加碼 |
| Kercheville Advisors, LLC | 4,200 | $80.6 萬 | 0.38% | +30+0.7% | 加碼 |
| Saybrook Capital | 4,200 | $80.6 萬 | 0.22% | +200+5.0% | 加碼 |
| Adviser Investments LLC | 4,207 | $80.8 萬 | 0.06% | +47+1.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 4,017 | $80.8 萬 | 0.11% | +42+1.1% | 加碼 |
| JFS Wealth Advisors, LLC | 4,210 | $80.8 萬 | 0.08% | +1,305+44.9% | 加碼 |
| Amussen Hunsaker Associates LLC | 42,213 | $80.9 萬 | 0.22% | +38,019+906.5% | 加碼 |
| We Are One Seven, LLC | 4,000 | $81.6 萬 | 0.10% | −3−0.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,264 | $81.9 萬 | 0.03% | −1,501−26.0% | 減碼 |
| Banque Pictet & Cie SA | 4,278 | $82.1 萬 | 0.01% | 00.0% | 不變 |
| Trust Co | 4,282 | $82.2 萬 | 0.21% | −7−0.2% | 減碼 |
| Kaizen Financial Strategies | 4,283 | $82.2 萬 | 0.66% | +4,283 | 新進 |
| Sentry Investment Management LLC | 4,294 | $82.4 萬 | 0.24% | −1,432−25.0% | 減碼 |
| Resource Management, LLC | 4,299 | $82.5 萬 | 0.09% | −398−8.5% | 減碼 |
| Sit Investment Associates Inc | 4,300 | $82.5 萬 | 0.02% | −46−1.1% | 減碼 |
| Cypress Capital Group | 4,304 | $82.6 萬 | 0.11% | +29+0.7% | 加碼 |
| Burke & Herbert Bank & Trust Co | 4,348 | $83.5 萬 | 0.54% | −10−0.2% | 減碼 |
| HBK Investments L P | 4,364 | $83.8 萬 | 0.01% | −1,777−28.9% | 減碼 |
| TD Ameritrade Investment Management, LLC | 5,623 | $83.9 萬 | 0.01% | +1,793+46.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,389 | $84.3 萬 | 0.05% | +650+17.4% | 加碼 |
| Investment Partners, Ltd. | 4,399 | $84.5 萬 | 0.38% | +6+0.1% | 加碼 |
| Biltmore Family Office, LLC | 4,412 | $84.7 萬 | 0.20% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 4,258 | $84.7 萬 | 0.08% | −114−2.6% | 減碼 |
| Woodstock Corp | 4,435 | $85.1 萬 | 0.10% | −500−10.1% | 減碼 |
| Wellington Shields Capital Management, LLC | 4,450 | $85.4 萬 | 0.12% | −1,500−25.2% | 減碼 |
| Norris Financial Group, LLC | 4,450 | $85.4 萬 | 0.56% | +15+0.3% | 加碼 |
| Csenge Advisory Group | 4,398 | $85.5 萬 | 0.07% | −598−12.0% | 減碼 |
| Old West Investment Management, LLC | 4,458 | $85.5 萬 | 0.37% | 00.0% | 不變 |
| West Oak Capital, LLC | 4,460 | $85.6 萬 | 0.33% | 00.0% | 不變 |