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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 2,292 | $49.9 萬 | 0.17% | 00.0% | 不變 |
| Kore Private Wealth LLC | 2,596 | $49.8 萬 | 0.05% | +10.0% | 加碼 |
| MONECO Advisors, LLC | 2,593 | $49.8 萬 | 0.20% | +792+44.0% | 加碼 |
| Heritage Wealth Advisors | 2,586 | $49.6 萬 | 0.03% | +30+1.2% | 加碼 |
| Peregrine Asset Advisers, Inc. | 2,586 | $49.6 萬 | 0.25% | −208−7.4% | 減碼 |
| First National Bank Sioux Falls | 2,560 | $49.2 萬 | 0.83% | 00.0% | 不變 |
| Twinbeech Capital LP | 2,561 | $49.2 萬 | 0.03% | +2,561 | 新進 |
| Flagship Harbor Advisors, LLC | 2,257 | $49.1 萬 | 0.05% | 00.0% | 不變 |
| Barrett Asset Management, LLC | 2,550 | $49.0 萬 | 0.02% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 2,548 | $48.9 萬 | 0.05% | +321+14.4% | 加碼 |
| Bartlett & Co. LLC | 2,540 | $48.8 萬 | 0.01% | −17−0.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 2,540 | $48.8 萬 | 0.01% | −17−0.7% | 減碼 |
| Source Financial Advisors LLC | 2,538 | $48.7 萬 | 0.13% | −39−1.5% | 減碼 |
| Pitcairn Co | 2,532 | $48.6 萬 | 0.03% | −36−1.4% | 減碼 |
| Farr Miller & Washington LLC | 2,532 | $48.6 萬 | 0.03% | +112+4.6% | 加碼 |
| Old Second National Bank of Aurora | 2,525 | $48.5 萬 | 0.13% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,521 | $48.4 萬 | 0.08% | −295−10.5% | 減碼 |
| 9258 Wealth Management, LLC | 2,522 | $48.4 萬 | 0.13% | −22−0.9% | 減碼 |
| Carret Asset Management, LLC | 2,512 | $48.2 萬 | 0.06% | +30+1.2% | 加碼 |
| Bordeaux Wealth Advisors LLC | 2,500 | $48.0 萬 | 0.27% | 00.0% | 不變 |
| Investors Financial Group, LLC | 2,486 | $47.7 萬 | 0.25% | −39−1.5% | 減碼 |
| 180 Wealth Advisors, LLC | 2,390 | $47.6 萬 | 0.10% | +167+7.5% | 加碼 |
| Rede Wealth, LLC | 2,473 | $47.5 萬 | 0.25% | −200−7.5% | 減碼 |
| Evanson Asset Management, LLC | 2,204 | $47.4 萬 | 0.05% | 00.0% | 不變 |
| First Citizens Financial Corp | 2,466 | $47.3 萬 | 0.38% | −277−10.1% | 減碼 |
| Tarbox Family Office, Inc. | 2,464 | $47.3 萬 | 0.09% | −3−0.1% | 減碼 |
| Hills Bank & Trust Co | 2,464 | $47.3 萬 | 0.07% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 2,460 | $47.2 萬 | 0.01% | −10.0% | 減碼 |
| Requisite Capital Management, LLC | 2,452 | $47.1 萬 | 0.10% | +250+11.4% | 加碼 |
| Jones Financial Companies LLLP | 2,447 | $47.0 萬 | 0.00% | +20+0.8% | 加碼 |
| Foundations Investment Advisors, LLC | 2,426 | $46.7 萬 | 0.02% | +351+16.9% | 加碼 |
| Ocean Capital Management, LLC | 2,400 | $46.5 萬 | 0.20% | −100−4.0% | 減碼 |
| Aspiriant, LLC | 2,426 | $46.5 萬 | 0.03% | +4+0.2% | 加碼 |
| Appleton Partners Inc | 2,416 | $46.4 萬 | 0.04% | +558+30.0% | 加碼 |
| Morse Asset Management, Inc | 2,414 | $46.3 萬 | 0.11% | −3,931−62.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 2,407 | $46.2 萬 | 0.02% | +200+9.1% | 加碼 |
| Barnett & Company, Inc. | 2,400 | $46.1 萬 | 0.35% | −1,250−34.2% | 減碼 |
| First National Bank of Hutchinson | 2,393 | $45.9 萬 | 0.26% | +17+0.7% | 加碼 |
| Bath Savings Trust Co | 2,390 | $45.9 萬 | 0.05% | +100+4.4% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,395 | $45.9 萬 | 0.07% | +2,395 | 新進 |
| Accurate Wealth Management, LLC | 2,349 | $45.7 萬 | 0.40% | +200+9.3% | 加碼 |
| Proficio Capital Partners LLC | 2,375 | $45.6 萬 | 0.06% | −61−2.5% | 減碼 |
| AIA Group Ltd | 2,375 | $45.6 萬 | 0.03% | +777+48.6% | 加碼 |
| Van Cleef Asset Management,Inc | 2,370 | $45.5 萬 | 0.07% | −1,025−30.2% | 減碼 |
| 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 |
| Caxton Associates LP | 2,347 | $45.1 萬 | 0.06% | +1,385+144.0% | 加碼 |
| Summit Wealth Partners, LLC | 2,343 | $45.0 萬 | 0.11% | +400+20.6% | 加碼 |
| 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 |
| LCNB Corp | 2,325 | $44.6 萬 | 0.23% | −45−1.9% | 減碼 |
| Montag A & Associates Inc | 2,315 | $44.4 萬 | 0.02% | −300−11.5% | 減碼 |
| Acorn Wealth Advisors, LLC | 2,309 | $44.3 萬 | 0.31% | −53−2.2% | 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 |
| Harbor Investment Advisory, LLC | 2,299 | $44.1 萬 | 0.06% | −200−8.0% | 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 |
| Derbend Asset Management | 2,284 | $43.8 萬 | 0.41% | −499−17.9% | 減碼 |
| 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 |
| Abacus Wealth Partners, LLC | 2,270 | $43.6 萬 | 0.16% | +254+12.6% | 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 |
| 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 |
| LVM Capital Management Ltd | 2,250 | $43.2 萬 | 0.07% | +25+1.1% | 加碼 |
| Corundum Group, Inc. | 2,240 | $43.0 萬 | 0.32% | +312+16.2% | 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 |
| Evergreen Capital Management LLC | 2,230 | $42.8 萬 | 0.02% | +120+5.7% | 加碼 |
| First Heartland Consultants, Inc. | 2,208 | $42.4 萬 | 0.06% | +165+8.1% | 加碼 |
| Maryland Capital Management | 2,202 | $42.3 萬 | 0.03% | −256−10.4% | 減碼 |
| 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 |
| Kozak & Associates, Inc. | 2,015 | $41.9 萬 | 0.25% | +2,015 | 新進 |
| Day & Ennis, LLC | 2,176 | $41.8 萬 | 0.14% | +2+0.1% | 加碼 |
| 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 |
| Capital Planning Advisors, LLC | 2,166 | $41.6 萬 | 0.09% | 00.0% | 不變 |
| Full Sail Capital, LLC | 2,162 | $41.5 萬 | 0.04% | +215+11.0% | 加碼 |
| Advisors Management Group Inc | 2,155 | $41.4 萬 | 0.13% | +4+0.2% | 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 |
| First Financial Corp | 2,145 | $41.2 萬 | 0.27% | +500+30.4% | 加碼 |
| Parkside Financial Bank & Trust | 2,140 | $41.1 萬 | 0.12% | −9−0.4% | 減碼 |
| Ategra Capital Management, LLC | 2,136 | $41.0 萬 | 0.21% | 00.0% | 不變 |
| Heron Financial Group, LLC | 2,135 | $41.0 萬 | 0.23% | +5+0.2% | 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 |
| Ridgecrest Wealth Partners, LLC | 2,127 | $40.8 萬 | 0.22% | +900+73.3% | 加碼 |
| Bank Hapoalim BM | 2,118 | $40.7 萬 | 0.04% | +80+3.9% | 加碼 |
| 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 |