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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 15,462 | $296.8 萬 | 1.83% | +19+0.1% | 加碼 |
| Bank of the West | 15,404 | $295.7 萬 | 0.31% | +1,524+11.0% | 加碼 |
| BLB&B Advisors, LLC | 15,380 | $295.2 萬 | 0.20% | −120−0.8% | 減碼 |
| Kames Capital plc | 15,336 | $294.2 萬 | 0.04% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 15,259 | $292.9 萬 | 0.33% | +7,244+90.4% | 加碼 |
| Edgestream Partners, L.P. | 15,243 | $292.6 萬 | 0.18% | +13,390+722.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 15,209 | $292.0 萬 | 0.04% | +96+0.6% | 加碼 |
| RBF Capital, LLC | 15,000 | $288.0 萬 | 0.16% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 14,999 | $288.0 萬 | 0.31% | +11,329+308.7% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $288.0 萬 | 0.79% | 00.0% | 不變 |
| Roundview Capital LLC | 14,969 | $287.4 萬 | 0.32% | +94+0.6% | 加碼 |
| Country Club Trust Company, n.a. | 14,494 | $286.8 萬 | 0.25% | +1,855+14.7% | 加碼 |
| McMillion Capital Management Inc | 14,909 | $286.2 萬 | 1.68% | −911−5.8% | 減碼 |
| Lincoln National Corp | 14,880 | $285.7 萬 | 0.06% | +1,823+14.0% | 加碼 |
| FIL Ltd | 14,874 | $285.5 萬 | 0.00% | −5,373−26.5% | 減碼 |
| Eukles Asset Management | 14,873 | $285.5 萬 | 1.56% | +11+0.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 14,843 | $284.9 萬 | 0.22% | +311+2.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 14,723 | $282.7 萬 | 0.07% | −240−1.6% | 減碼 |
| World Asset Management Inc | 14,716 | $282.5 萬 | 0.28% | −1,002−6.4% | 減碼 |
| Sandy Spring Bank | 14,572 | $279.6 萬 | 0.15% | −219−1.5% | 減碼 |
| Mid Atlantic Financial Management Inc | 14,540 | $279.1 萬 | 0.19% | −304−2.0% | 減碼 |
| Webster Bank, N. A. | 14,489 | $278.1 萬 | 0.31% | +368+2.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 14,484 | $278.0 萬 | 0.06% | −737−4.8% | 減碼 |
| EagleClaw Capital Managment, LLC | 14,488 | $278.0 萬 | 0.72% | +163+1.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,378 | $276.0 萬 | 0.29% | +121+0.8% | 加碼 |
| Hodges Capital Management Inc. | 14,349 | $275.5 萬 | 0.20% | +9,459+193.4% | 加碼 |
| Leavell Investment Management, Inc. | 14,275 | $274.0 萬 | 0.20% | −744−5.0% | 減碼 |
| Eudaimonia Partners, LLC | 14,214 | $272.9 萬 | 0.49% | −1,764−11.0% | 減碼 |
| Iowa State Bank | 14,156 | $271.8 萬 | 0.76% | −189−1.3% | 減碼 |
| FRG Family Wealth Advisors LLC | 14,144 | $271.5 萬 | 0.53% | +105+0.7% | 加碼 |
| K.J. Harrison & Partners Inc | 14,000 | $270.3 萬 | 0.39% | 00.0% | 不變 |
| Strategic Wealth Advisors Group, LLC | 13,821 | $269.7 萬 | 0.13% | +1,191+9.4% | 加碼 |
| HC Financial Advisors Inc | 13,945 | $267.7 萬 | 1.61% | 00.0% | 不變 |
| Investment Management of Virginia LLC | 13,890 | $266.6 萬 | 0.51% | +64+0.5% | 加碼 |
| Ellsworth Advisors, LLC | 13,873 | $266.3 萬 | 1.21% | +3,254+30.6% | 加碼 |
| F3Logic, LLC | 13,795 | $265.6 萬 | 0.35% | +772+5.9% | 加碼 |
| Occudo Quantitative Strategies LP | 13,825 | $265.4 萬 | 0.32% | +11,240+434.8% | 加碼 |
| Blue Edge Capital, LLC | 13,807 | $265.1 萬 | 0.55% | 00.0% | 不變 |
| North Star Investment Management Corp. | 13,780 | $264.5 萬 | 0.21% | +29+0.2% | 加碼 |
| South Dakota Investment Council | 13,745 | $263.9 萬 | 0.05% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 13,459 | $258.4 萬 | 0.15% | +1,961+17.1% | 加碼 |
| Mizuho Securities USA LLC | 13,418 | $257.6 萬 | 0.26% | −559−4.0% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 13,421 | $257.6 萬 | 0.95% | +143+1.1% | 加碼 |
| Capula Management Ltd | 13,383 | $256.9 萬 | 0.20% | +3,314+32.9% | 加碼 |
| Savant Capital, LLC | 13,350 | $256.3 萬 | 0.09% | +3,002+29.0% | 加碼 |
| Mitchell Capital Management Co | 13,300 | $255.3 萬 | 0.57% | +346+2.7% | 加碼 |
| Ogorek Anthony Joseph | 13,241 | $254.2 萬 | 1.16% | +171+1.3% | 加碼 |
| Logan Capital Management Inc | 13,214 | $253.6 萬 | 0.12% | +10.0% | 加碼 |
| Cutler Group LP | 13,151 | $252.4 萬 | 0.19% | −6,352−32.6% | 減碼 |
| Wetherby Asset Management Inc | 13,121 | $251.9 萬 | 0.16% | −25−0.2% | 減碼 |
| Ally Financial Inc. | 13,000 | $249.6 萬 | 0.24% | +13,000 | 新進 |
| AlphaStar Capital Management, LLC | 12,342 | $249.5 萬 | 0.17% | −7,798−38.7% | 減碼 |
| Trust Co of Toledo NA | 12,978 | $249.1 萬 | 0.41% | +3,675+39.5% | 加碼 |
| New England Investment & Retirement Group, Inc. | 12,957 | $248.7 萬 | 0.57% | −557−4.1% | 減碼 |
| Bailard, Inc. | 12,954 | $248.7 萬 | 0.08% | +910+7.6% | 加碼 |
| Miracle Mile Advisors, LLC | 12,890 | $247.4 萬 | 0.12% | −144−1.1% | 減碼 |
| Slow Capital, Inc. | 12,793 | $245.6 萬 | 0.45% | +402+3.2% | 加碼 |
| Mission Creek Capital Partners, Inc. | 12,767 | $245.1 萬 | 0.46% | −512−3.9% | 減碼 |
| Azimuth Capital Management LLC | 12,721 | $244.2 萬 | 0.10% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 12,703 | $243.9 萬 | 0.17% | +250+2.0% | 加碼 |
| Redpoint Investment Management Pty Ltd | 12,647 | $242.8 萬 | 0.21% | −347−2.7% | 減碼 |
| Engineers Gate Manager LP | 12,641 | $242.7 萬 | 0.14% | +6,401+102.6% | 加碼 |
| Profund Advisors LLC | 12,612 | $242.1 萬 | 0.08% | +19+0.2% | 加碼 |
| Good Life Advisors, LLC | 12,578 | $241.5 萬 | 0.33% | +10,475+498.1% | 加碼 |
| Evercore Wealth Management, LLC | 12,575 | $241.4 萬 | 0.04% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 12,566 | $241.2 萬 | 0.19% | +1,950+18.4% | 加碼 |
| Barbara Oil Co. | 12,500 | $240.0 萬 | 1.13% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 12,352 | $237.1 萬 | 0.27% | +337+2.8% | 加碼 |
| AlphaCrest Capital Management LLC | 12,328 | $236.7 萬 | 0.12% | −16,338−57.0% | 減碼 |
| IndexIQ Advisors LLC | 12,283 | $235.8 萬 | 0.08% | −185−1.5% | 減碼 |
| Douglass Winthrop Advisors, LLC | 12,245 | $235.1 萬 | 0.06% | −1,000−7.6% | 減碼 |
| Hixon Zuercher, LLC | 12,248 | $235.1 萬 | 1.37% | +829+7.3% | 加碼 |
| Samlyn Capital, LLC | 12,191 | $234.0 萬 | 0.03% | −2,891−19.2% | 減碼 |
| Trustcore Financial Services, LLC | 12,155 | $233.3 萬 | 0.23% | +354+3.0% | 加碼 |
| Cambridge Advisors Inc. | 12,148 | $233.2 萬 | 0.57% | +29+0.2% | 加碼 |
| Foster & Motley Inc | 12,119 | $232.7 萬 | 0.19% | +627+5.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 12,095 | $232.0 萬 | 0.08% | +84+0.7% | 加碼 |
| Inscription Capital, LLC | 12,059 | $231.5 萬 | 0.73% | −7,269−37.6% | 減碼 |
| KG&L Capital Management,LLC | 12,033 | $231.0 萬 | 1.02% | +6,279+109.1% | 加碼 |
| Private Trust Co NA | 12,004 | $230.4 萬 | 0.34% | +169+1.4% | 加碼 |
| Segment Wealth Management, LLC | 11,971 | $229.8 萬 | 0.27% | −499−4.0% | 減碼 |
| Strategic Capital Advisers, Inc. | 11,904 | $228.5 萬 | 1.78% | +1,581+15.3% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 11,893 | $228.3 萬 | 0.69% | −30−0.3% | 減碼 |
| Waycross Partners, LLC | 11,882 | $228.1 萬 | 1.44% | −327−2.7% | 減碼 |
| Allstate Corp | 11,866 | $227.8 萬 | 0.09% | −1,104−8.5% | 減碼 |
| Atlantic Union Bankshares Corp | 11,832 | $227.1 萬 | 0.21% | −1,402−10.6% | 減碼 |
| Trust Co of Vermont | 11,731 | $225.2 萬 | 0.16% | +161+1.4% | 加碼 |
| MEMBERS Trust Co | 11,379 | $225.2 萬 | 0.07% | +490+4.5% | 加碼 |
| Pinnacle Holdings, LLC | 11,707 | $224.7 萬 | 0.99% | −285−2.4% | 減碼 |
| Providence Wealth Advisors, LLC | 11,573 | $224.6 萬 | 1.56% | −169−1.4% | 減碼 |
| Stevens Capital Management LP | 11,690 | $224.4 萬 | 0.94% | +9,274+383.9% | 加碼 |
| Greenleaf Trust | 11,677 | $224.2 萬 | 0.03% | +125+1.1% | 加碼 |
| Alpha Cubed Investments, LLC | 11,670 | $224.0 萬 | 0.17% | −54,843−82.5% | 減碼 |
| Fluent Financial, LLC | 11,420 | $219.2 萬 | 0.93% | +1,286+12.7% | 加碼 |
| Sumitomo Life Insurance Co | 11,383 | $218.5 萬 | 0.06% | −481−4.1% | 減碼 |
| Mason Investment Advisory Services, Inc. | 11,375 | $218.4 萬 | 0.23% | +9,925+684.5% | 加碼 |
| Frontier Wealth Management LLC | 11,355 | $218.0 萬 | 0.15% | +338+3.1% | 加碼 |
| King Luther Capital Management Corp | 11,163 | $214.3 萬 | 0.01% | +968+9.5% | 加碼 |
| Capital Investment Counsel, Inc | 11,158 | $214.2 萬 | 0.47% | +871+8.5% | 加碼 |
| Virtu Financial LLC | 11,157 | $214.2 萬 | 0.19% | +11,157 | 新進 |