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 |
|---|---|---|---|---|---|
| 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 |
| Courier Capital LLC | 3,959 | $76.0 萬 | 0.07% | +10.0% | 加碼 |
| 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 |
| Ossiam | 3,935 | $75.5 萬 | 0.02% | −122,500−96.9% | 減碼 |
| Intersect Capital LLC | 3,923 | $75.3 萬 | 0.13% | −325−7.7% | 減碼 |
| 44 Wealth Management LLC | 3,897 | $74.8 萬 | 0.29% | +997+34.4% | 加碼 |
| Westhampton Capital, LLC | 3,865 | $74.2 萬 | 0.51% | +225+6.2% | 加碼 |
| American National Registered Investment Advisor, Inc. | 3,855 | $74.0 萬 | 0.27% | −26−0.7% | 減碼 |
| SNS Financial Group, LLC | 3,844 | $73.8 萬 | 0.09% | −11−0.3% | 減碼 |
| Old Mission Investment Co LLC | 3,842 | $73.8 萬 | 0.30% | +326+9.3% | 加碼 |
| Laird Norton Trust Company, LLC | 3,844 | $73.7 萬 | 0.08% | +129+3.5% | 加碼 |
| Xcel Wealth Management, LLC | 3,833 | $73.6 萬 | 0.21% | 00.0% | 不變 |
| 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 |
| US Asset Management LLC | 3,805 | $73.0 萬 | 0.71% | +3,805 | 新進 |
| Hilltop Holdings Inc. | 3,791 | $72.8 萬 | 0.08% | −113−2.9% | 減碼 |
| Hancock Whitney Corp | 3,777 | $72.5 萬 | 0.03% | −256−6.3% | 減碼 |
| NorthRock Partners, LLC | 3,579 | $72.3 萬 | 0.06% | +627+21.2% | 加碼 |
| Roman Butler Fullerton & Co | 3,646 | $72.2 萬 | 0.34% | +10.0% | 加碼 |
| Gradient Investments LLC | 3,752 | $72.0 萬 | 0.02% | +32+0.9% | 加碼 |
| Laffer Tengler Investments | 3,716 | $71.3 萬 | 0.21% | +2,365+175.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 3,711 | $71.2 萬 | 0.08% | +200+5.7% | 加碼 |
| Monticello Wealth Management, LLC | 3,706 | $71.1 萬 | 0.07% | 00.0% | 不變 |
| E&G Advisors, LP | 3,700 | $71.0 萬 | 0.19% | +3,700 | 加碼 |
| GPS Wealth Strategies Group, LLC | 3,692 | $70.9 萬 | 0.18% | +109+3.0% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 3,678 | $70.6 萬 | 0.10% | +154+4.4% | 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 |
| Cutter & CO Brokerage, Inc. | 3,659 | $70.3 萬 | 0.17% | +10.0% | 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 |
| Capital Square, LLC | 3,583 | $69.6 萬 | 0.49% | +2,025+130.0% | 加碼 |
| Applied Capital LLC | 3,616 | $69.4 萬 | 0.61% | +21+0.6% | 加碼 |
| Cynosure Management, LLC | 3,600 | $69.1 萬 | 0.53% | 00.0% | 不變 |
| 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 |
| Gilbert & Cook, Inc. | 3,580 | $68.7 萬 | 0.12% | +523+17.1% | 加碼 |
| White Lighthouse Investment Management Inc. | 3,571 | $68.6 萬 | 0.18% | 00.0% | 不變 |
| Taurus Asset Management, LLC | 3,558 | $68.3 萬 | 0.07% | 00.0% | 不變 |
| Horizon Investments, LLC | 3,568 | $68.1 萬 | 0.02% | −328−8.4% | 減碼 |
| Montis Financial, LLC | 3,525 | $68.1 萬 | 0.58% | +5+0.1% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 3,547 | $68.1 萬 | 0.19% | +40+1.1% | 加碼 |
| Auxier Asset Management | 3,540 | $68.0 萬 | 0.12% | 00.0% | 不變 |
| Field & Main Bank | 3,540 | $68.0 萬 | 0.45% | +115+3.4% | 加碼 |
| Rehmann Capital Advisory Group | 3,560 | $68.0 萬 | 0.06% | +153+4.5% | 加碼 |
| Montecito Bank & Trust | 3,541 | $67.9 萬 | 0.13% | 00.0% | 不變 |
| Boston Research & Management Inc | 3,542 | $67.9 萬 | 0.20% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 3,520 | $67.6 萬 | 0.34% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 3,518 | $67.5 萬 | 0.18% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 3,510 | $67.4 萬 | 0.47% | 00.0% | 不變 |
| CRA Financial Services, LLC | 3,512 | $67.4 萬 | 0.23% | 00.0% | 不變 |
| Gleason Group, Inc. | 3,500 | $67.2 萬 | 0.24% | +19+0.5% | 加碼 |
| Ancora Advisors, LLC | 3,500 | $67.2 萬 | 0.02% | +985+39.2% | 加碼 |
| Quad-Cities Investment Group, LLC | 3,493 | $67.1 萬 | 0.47% | 00.0% | 不變 |
| Fernwood Investment Management, LLC | 3,497 | $67.1 萬 | 0.23% | +157+4.7% | 加碼 |
| Capital One Financial Corp | 3,488 | $67.0 萬 | 0.08% | −83−2.3% | 減碼 |
| WMS Partners, LLC | 3,475 | $66.7 萬 | 0.10% | −74−2.1% | 減碼 |
| Carmichael Hill & Associates, Inc. | 3,471 | $66.6 萬 | 0.38% | +35+1.0% | 加碼 |
| Seven Eight Capital, LP | 3,454 | $66.3 萬 | 0.06% | −7,439−68.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,436 | $66.0 萬 | 0.15% | +89+2.7% | 加碼 |
| Davis R M Inc | 3,431 | $65.9 萬 | 0.02% | −35−1.0% | 減碼 |
| Sawgrass Asset Management LLC | 3,428 | $65.8 萬 | 0.07% | −1,920−35.9% | 減碼 |
| Ballast Advisors LLC | 3,430 | $65.8 萬 | 0.27% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 3,410 | $65.5 萬 | 0.04% | +75+2.2% | 加碼 |
| Thomasville National Bank | 3,405 | $65.4 萬 | 0.07% | −16−0.5% | 減碼 |
| Summit Financial Strategies, Inc. | 3,409 | $65.4 萬 | 0.14% | +36+1.1% | 加碼 |
| Charter Research & Investment Group, Inc. | 3,400 | $65.3 萬 | 0.54% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 3,400 | $65.3 萬 | 0.20% | 00.0% | 不變 |
| Cambridge Trust Co | 3,397 | $65.2 萬 | 0.02% | −142−4.0% | 減碼 |
| Arete Wealth Advisors, LLC | 3,378 | $64.8 萬 | 0.07% | +283+9.1% | 加碼 |
| Souders Financial Advisors | 3,375 | $64.8 萬 | 0.21% | +3,375 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 3,360 | $64.5 萬 | 0.12% | +3,360 | 新進 |
| Wealth Architects, LLC | 3,343 | $64.2 萬 | 0.12% | +88+2.7% | 加碼 |
| Indiana Trust & Investment Management CO | 3,346 | $64.2 萬 | 0.32% | −52−1.5% | 減碼 |
| Journey Advisory Group, LLC | 3,341 | $64.1 萬 | 0.21% | −560−14.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,328 | $63.9 萬 | 0.16% | +5+0.2% | 加碼 |
| Vanguard Capital Wealth Advisors | 3,299 | $63.3 萬 | 0.48% | −196−5.6% | 減碼 |
| Wealth Management Partners, LLC | 3,282 | $63.0 萬 | 0.47% | +250+8.2% | 加碼 |
| Berman Capital Advisors, LLC | 3,274 | $62.8 萬 | 0.10% | +274+9.1% | 加碼 |
| International Assets Investment Management, LLC | 3,271 | $62.8 萬 | 0.11% | +1,094+50.3% | 加碼 |
| Atwood & Palmer Inc | 3,268 | $62.7 萬 | 0.06% | +75+2.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 3,260 | $62.6 萬 | 0.06% | +229+7.6% | 加碼 |
| King Wealth | 3,249 | $62.4 萬 | 0.13% | +42+1.3% | 加碼 |
| TownSquare Capital, LLC | 3,247 | $62.3 萬 | 0.02% | +5+0.2% | 加碼 |
| Royal Fund Management, LLC | 3,235 | $62.1 萬 | 0.10% | +33+1.0% | 加碼 |
| Mirador Capital Partners LP | 3,237 | $62.1 萬 | 0.14% | +140+4.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 3,220 | $61.8 萬 | 0.02% | +707+28.1% | 加碼 |
| Golden State Wealth Management, LLC | 3,209 | $61.6 萬 | 0.13% | −27−0.8% | 減碼 |
| Mosaic Advisors LLC | 3,206 | $61.5 萬 | 0.41% | −279−8.0% | 減碼 |
| Jump Financial, LLC | 3,200 | $61.4 萬 | 0.04% | −4,068−56.0% | 減碼 |
| CMG Global Holdings, LLC | 3,197 | $61.4 萬 | 0.46% | −39−1.2% | 減碼 |
| Stonebridge Capital Advisors LLC | 3,198 | $61.4 萬 | 0.07% | +51+1.6% | 加碼 |
| Financial Management Network Inc | 3,174 | $61.3 萬 | 0.31% | −44−1.4% | 減碼 |
| Wealthsource Partners, LLC | 3,193 | $61.3 萬 | 0.05% | +872+37.6% | 加碼 |
| Patten & Patten Inc | 3,166 | $60.8 萬 | 0.05% | +108+3.5% | 加碼 |
| Willow Creek Wealth Management Inc. | 3,142 | $60.3 萬 | 0.13% | 00.0% | 不變 |