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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 3,138 | $60.2 萬 | 0.15% | +930+42.1% | 加碼 |
| Founders Financial Alliance, LLC | 3,132 | $60.1 萬 | 0.28% | +32+1.0% | 加碼 |
| Virtue Capital Management, LLC | 3,127 | $60.0 萬 | 0.11% | −115−3.5% | 減碼 |
| Sargent Investment Group, LLC | 3,125 | $60.0 萬 | 0.15% | +703+29.0% | 加碼 |
| LexAurum Advisors, LLC | 3,119 | $59.9 萬 | 0.18% | +3+0.1% | 加碼 |
| Fulton Bank, N.A. | 3,116 | $59.8 萬 | 0.03% | −58−1.8% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,112 | $59.7 萬 | 0.20% | −736−19.1% | 減碼 |
| Quadrant Private Wealth Management, LLC | 3,110 | $59.7 萬 | 0.25% | −44−1.4% | 減碼 |
| Affiance Financial, LLC | 3,110 | $59.7 萬 | 0.26% | 00.0% | 不變 |
| CNB Bank | 3,108 | $59.6 萬 | 0.36% | 00.0% | 不變 |
| Machina Capital S.A.S. | 3,100 | $59.5 萬 | 1.28% | +900+40.9% | 加碼 |
| First Command Bank | 3,085 | $59.3 萬 | 0.10% | −53−1.7% | 減碼 |
| First Command Financial Services, Inc. | 3,085 | $59.3 萬 | 0.10% | −53−1.7% | 減碼 |
| Seeyond | 3,062 | $58.7 萬 | 0.06% | −5,258−63.2% | 減碼 |
| Northstar Group, Inc. | 3,056 | $58.7 萬 | 0.15% | +81+2.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,056 | $58.7 萬 | 0.03% | +810+36.1% | 加碼 |
| Somerville Kurt F | 3,045 | $58.5 萬 | 0.09% | −75−2.4% | 減碼 |
| Rodgers Brothers Inc. | 3,045 | $58.5 萬 | 0.12% | 00.0% | 不變 |
| Tiedemann Advisors, LLC | 3,042 | $58.4 萬 | 0.03% | −303−9.1% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 3,040 | $58.4 萬 | 0.04% | −130−4.1% | 減碼 |
| Vigilant Capital Management, LLC | 3,040 | $58.4 萬 | 0.05% | +75+2.5% | 加碼 |
| Prelude Capital Management, LLC | 3,037 | $58.3 萬 | 0.03% | −11,772−79.5% | 減碼 |
| Total Clarity Wealth Management, Inc. | 3,039 | $58.3 萬 | 0.28% | −43−1.4% | 減碼 |
| IFG Advisory, LLC | 3,037 | $58.3 萬 | 0.06% | +56+1.9% | 加碼 |
| NWK Group, Inc. | 3,020 | $58.0 萬 | 0.23% | −16,568−84.6% | 減碼 |
| Parsec Financial Management, Inc. | 2,763 | $58.0 萬 | 0.02% | +254+10.1% | 加碼 |
| Los Angeles Capital Management LLC | 3,007 | $57.7 萬 | 0.00% | −9,064−75.1% | 減碼 |
| DCM Advisors, LLC | 3,008 | $57.7 萬 | 0.22% | −3,889−56.4% | 減碼 |
| Brighton Jones LLC | 3,003 | $57.7 萬 | 0.03% | +36+1.2% | 加碼 |
| StoneX Group Inc. | 2,998 | $57.6 萬 | 0.08% | −12,547−80.7% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $57.6 萬 | 0.19% | 00.0% | 不變 |
| NN Investment Partners Holdings N.V. | 3,000 | $57.6 萬 | 0.00% | 00.0% | 不變 |
| Cito Capital Group, LLC | 3,000 | $57.6 萬 | 0.27% | 00.0% | 不變 |
| MPS Loria Financial Planners, LLC | 3,004 | $57.6 萬 | 0.26% | +98+3.4% | 加碼 |
| Patton Albertson Miller Group, LLC | 3,003 | $57.6 萬 | 0.11% | +360+13.6% | 加碼 |
| Nicolet Bankshares Inc | 2,989 | $57.4 萬 | 0.15% | −529−15.0% | 減碼 |
| Vectors Research Management, LLC | 2,989 | $57.4 萬 | 0.14% | −200−6.3% | 減碼 |
| HNP Capital LLC | 2,989 | $57.4 萬 | 0.14% | −200−6.3% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 2,976 | $57.1 萬 | 0.09% | +144+5.1% | 加碼 |
| Live Oak Private Wealth LLC | 2,959 | $56.8 萬 | 0.12% | 00.0% | 不變 |
| Harvest Investment Services, LLC | 2,963 | $56.8 萬 | 0.23% | +81+2.8% | 加碼 |
| Engine No. 1 LLC | 2,957 | $56.8 萬 | 0.15% | +1,214+69.7% | 加碼 |
| Archer Investment Corp | 2,952 | $56.7 萬 | 0.21% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,946 | $56.6 萬 | 0.08% | +174+6.3% | 加碼 |
| Mission Wealth Management, LP | 2,940 | $56.4 萬 | 0.03% | −272−8.5% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 2,936 | $56.4 萬 | 0.13% | 00.0% | 不變 |
| Ferris Capital, LLC | 2,693 | $56.2 萬 | 0.12% | +2,693 | 新進 |
| Lion Street Advisors, LLC | 2,929 | $56.1 萬 | 0.30% | +2,729+1,364.5% | 加碼 |
| XML Financial, LLC | 2,912 | $55.9 萬 | 0.07% | +423+17.0% | 加碼 |
| Marcum Wealth, LLC | 2,910 | $55.9 萬 | 0.09% | +1,345+85.9% | 加碼 |
| Insight Advisors, LLC | 2,743 | $55.8 萬 | 0.17% | +57+2.1% | 加碼 |
| Silicon Hills Wealth Management, LLC | 2,899 | $55.7 萬 | 0.38% | +2,899 | 新進 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,592 | $55.5 萬 | 0.22% | +835+47.5% | 加碼 |
| Perigon Wealth Management, LLC | 2,882 | $55.3 萬 | 0.05% | +19+0.7% | 加碼 |
| Girard Partners Ltd. | 2,884 | $55.3 萬 | 0.07% | +609+26.8% | 加碼 |
| Change Path, LLC | 2,862 | $54.9 萬 | 0.03% | −64−2.2% | 減碼 |
| Boston Financial Mangement LLC | 2,859 | $54.9 萬 | 0.02% | +259+10.0% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,854 | $54.8 萬 | 0.07% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 2,857 | $54.8 萬 | 0.04% | +119+4.3% | 加碼 |
| HCR Wealth Advisors | 2,847 | $54.7 萬 | 0.09% | 00.0% | 不變 |
| Fundamentun, LLC | 2,850 | $54.7 萬 | 0.10% | +1,389+95.1% | 加碼 |
| Sound Financial Strategies Group, LLC | 2,845 | $54.6 萬 | 0.27% | +13+0.5% | 加碼 |
| Capital International Sarl | 2,832 | $54.4 萬 | 0.05% | −192−6.3% | 減碼 |
| Taylor Hoffman Wealth Management | 2,798 | $54.4 萬 | 0.23% | −94−3.3% | 減碼 |
| VeraBank, N.A. | 2,835 | $54.4 萬 | 0.31% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 2,828 | $54.3 萬 | 0.09% | 00.0% | 不變 |
| Sippican Capital Advisors | 2,800 | $53.8 萬 | 0.47% | −200−6.7% | 減碼 |
| Peavine Capital, LLC | 2,800 | $53.8 萬 | 0.11% | 00.0% | 不變 |
| Founders Financial Securities LLC | 2,800 | $53.8 萬 | 0.11% | +9+0.3% | 加碼 |
| Security National Bank | 2,797 | $53.7 萬 | 0.13% | 00.0% | 不變 |
| CenterStar Asset Management, LLC | – | $53.7 萬 | 0.42% | – | 新進 |
| Gray Wealth Management Inc. | 2,779 | $53.4 萬 | 0.30% | −24−0.9% | 減碼 |
| Mirabella Financial Services LLP | 2,784 | $53.4 萬 | 0.07% | +2,784 | 新進 |
| Crawford Investment Counsel Inc | 2,774 | $53.2 萬 | 0.01% | −262−8.6% | 減碼 |
| Gladstone Institutional Advisory LLC | 2,754 | $52.9 萬 | 0.05% | −2,676−49.3% | 減碼 |
| South State Corp. | 2,753 | $52.9 萬 | 0.04% | −337−10.9% | 減碼 |
| Covington Capital Management | 2,756 | $52.9 萬 | 0.02% | −94−3.3% | 減碼 |
| Benin Management CORP | 2,756 | $52.9 萬 | 0.17% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 2,754 | $52.9 萬 | 0.01% | +201+7.9% | 加碼 |
| Landaas & Co | 2,751 | $52.8 萬 | 0.30% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 2,748 | $52.8 萬 | 0.17% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 2,751 | $52.8 萬 | 0.08% | +109+4.1% | 加碼 |
| 55I, LLC | 2,746 | $52.7 萬 | 0.02% | +308+12.6% | 加碼 |
| Capstone Financial Advisors, Inc. | 2,712 | $52.1 萬 | 0.04% | 00.0% | 不變 |
| PrairieView Partners, LLC | 2,714 | $52.1 萬 | 0.08% | +12+0.4% | 加碼 |
| Latitude Advisors, LLC | 2,698 | $51.8 萬 | 0.17% | +1,244+85.6% | 加碼 |
| Rossmore Private Capital | 2,693 | $51.7 萬 | 0.09% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 2,684 | $51.5 萬 | 0.08% | −78−2.8% | 減碼 |
| AF Advisors, Inc. | 2,680 | $51.4 萬 | 0.32% | −620−18.8% | 減碼 |
| Opes Wealth Management LLC | 2,666 | $51.2 萬 | 0.18% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 2,661 | $51.1 萬 | 0.30% | −30−1.1% | 減碼 |
| Enterprise Financial Services Corp | 2,660 | $51.1 萬 | 0.07% | +1,949+274.1% | 加碼 |
| Sawtooth Solutions, LLC | 2,656 | $51.0 萬 | 0.08% | +162+6.5% | 加碼 |
| North Star Asset Management Inc | 2,637 | $50.6 萬 | 0.03% | −435−14.2% | 減碼 |
| Transcend Wealth Collective, LLC | 2,529 | $50.5 萬 | 0.05% | +209+9.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 2,628 | $50.4 萬 | 0.11% | +112+4.5% | 加碼 |
| Windsor Capital Management, LLC | 2,619 | $50.2 萬 | 0.16% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 2,600 | $49.9 萬 | 0.05% | −10.0% | 減碼 |
| Perpetual Investment Management Ltd | 2,600 | $49.9 萬 | 0.06% | 00.0% | 不變 |
| LSV Asset Management | 2,600 | $49.9 萬 | 0.00% | 00.0% | 不變 |