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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 11,047 | $212.1 萬 | 0.86% | +763+7.4% | 加碼 |
| Jacobi Capital Management LLC | 11,010 | $211.3 萬 | 0.27% | +561+5.4% | 加碼 |
| Pflug Koory, LLC | 10,985 | $210.9 萬 | 1.15% | +11+0.1% | 加碼 |
| Spirit of America Management Corp | 10,925 | $209.7 萬 | 0.45% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 10,908 | $209.4 萬 | 0.29% | +47+0.4% | 加碼 |
| Sowell Financial Services LLC | 10,905 | $209.3 萬 | 0.14% | +10,905 | 新進 |
| Boyd Watterson Asset Management LLC | 10,861 | $208.5 萬 | 0.77% | −15−0.1% | 減碼 |
| OPSEU Pension Plan Trust Fund | 10,747 | $208.5 萬 | 0.53% | −64−0.6% | 減碼 |
| Kinloch Capital, LLC | 10,846 | $208.2 萬 | 1.47% | +404+3.9% | 加碼 |
| Resources Management Corp | 10,815 | $207.6 萬 | 0.30% | −50−0.5% | 減碼 |
| Beck Capital Management, LLC | 10,759 | $206.5 萬 | 0.69% | +161+1.5% | 加碼 |
| Madison Asset Management, LLC | 10,743 | $206.2 萬 | 0.03% | −81,053−88.3% | 減碼 |
| Heritage Trust Co | 10,704 | $205.5 萬 | 0.29% | −123−1.1% | 減碼 |
| MV Capital Management, Inc. | 10,616 | $203.8 萬 | 0.34% | +636+6.4% | 加碼 |
| Modus Advisors, LLC | 10,585 | $203.2 萬 | 0.88% | +238+2.3% | 加碼 |
| Veriti Management LLC | 10,566 | $202.8 萬 | 0.29% | +1,680+18.9% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,555 | $202.6 萬 | 0.75% | −30−0.3% | 減碼 |
| Chicago Trust Co NA | 10,531 | $202.2 萬 | 0.44% | +23+0.2% | 加碼 |
| Loudon Investment Management, LLC | 10,523 | $202.0 萬 | 1.44% | −144−1.3% | 減碼 |
| Bowen Hanes & Co Inc | 10,484 | $201.3 萬 | 0.06% | +150+1.5% | 加碼 |
| Federated Hermes, Inc. | 10,473 | $201.1 萬 | 0.00% | −4,781−31.3% | 減碼 |
| Financial Advocates Investment Management | 10,454 | $200.7 萬 | 0.14% | −6,995−40.1% | 減碼 |
| Whalerock Point Partners, LLC | 10,370 | $199.1 萬 | 0.77% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 10,322 | $198.2 萬 | 0.14% | −27,516−72.7% | 減碼 |
| Virginia Retirement Systems Et Al | 10,300 | $197.7 萬 | 0.02% | 00.0% | 不變 |
| Truvestments Capital LLC | 10,234 | $196.5 萬 | 1.08% | +574+5.9% | 加碼 |
| Asset Management Group, Inc. | 10,218 | $196.2 萬 | 0.40% | +519+5.4% | 加碼 |
| First Citizens Bank & Trust Co | 10,143 | $194.8 萬 | 0.09% | −24−0.2% | 減碼 |
| HBK Sorce Advisory LLC | 10,136 | $194.6 萬 | 0.11% | +349+3.6% | 加碼 |
| Murphy Capital Management Inc | 10,122 | $194.3 萬 | 0.23% | −185−1.8% | 減碼 |
| FLC Capital Advisors | 10,120 | $194.3 萬 | 0.57% | −42−0.4% | 減碼 |
| Sandhill Capital Partners LLC | 10,110 | $194.1 萬 | 0.16% | +641+6.8% | 加碼 |
| Thomas Story & Son LLC | 10,100 | $193.9 萬 | 0.79% | 00.0% | 不變 |
| Krilogy Financial LLC | 10,057 | $193.1 萬 | 0.19% | −10−0.1% | 減碼 |
| Glen Eagle Advisors, LLC | 10,033 | $192.6 萬 | 0.56% | +3,076+44.2% | 加碼 |
| La Financiere de L'Echiquier | 10,000 | $192.0 萬 | 0.06% | −2,000−16.7% | 減碼 |
| Crescent Capital Consulting, LLC | 9,961 | $191.2 萬 | 0.35% | +100+1.0% | 加碼 |
| American Portfolios Advisors | 9,950 | $191.0 萬 | 0.07% | −1,396−12.3% | 減碼 |
| Hudock, Inc. | 9,920 | $190.4 萬 | 0.57% | +229+2.4% | 加碼 |
| Princeton Capital Management LLC | 9,878 | $189.6 萬 | 0.60% | −48−0.5% | 減碼 |
| First National Bank & Trust Co of Newtown | 9,879 | $189.6 萬 | 0.39% | 00.0% | 不變 |
| True North Advisors, LLC | 9,842 | $188.9 萬 | 0.37% | +400+4.2% | 加碼 |
| Ethic Inc. | 9,822 | $188.5 萬 | 0.19% | +5,179+111.5% | 加碼 |
| Kempner Capital Management Inc. | 9,815 | $188.4 萬 | 1.07% | +9,815 | 新進 |
| Tower Bridge Advisors | 9,807 | $188.3 萬 | 0.13% | −25−0.3% | 減碼 |
| Holderness Investments Co | 9,720 | $186.6 萬 | 0.62% | −103−1.0% | 減碼 |
| Hanson & Doremus Investment Management | 9,712 | $186.4 萬 | 0.43% | −1,546−13.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 9,694 | $186.1 萬 | 0.15% | −980−9.2% | 減碼 |
| Aureus Asset Management, LLC | 9,680 | $185.8 萬 | 0.12% | −1,218−11.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 9,655 | $185.3 萬 | 0.13% | +396+4.3% | 加碼 |
| Adirondack Trust Co | 9,052 | $184.6 萬 | 0.88% | −77−0.8% | 減碼 |
| Kistler-Tiffany Companies, LLC | 9,609 | $184.5 萬 | 0.42% | +41+0.4% | 加碼 |
| Traynor Capital Management, Inc. | 9,577 | $183.8 萬 | 0.25% | +9,577 | 新進 |
| Cumberland Advisors Inc | 9,550 | $183.3 萬 | 0.42% | 00.0% | 不變 |
| 6 Meridian | 9,503 | $182.4 萬 | 0.14% | +9,503 | 新進 |
| Pathstone Family Office, LLC | 9,497 | $182.3 萬 | 0.05% | +2,179+29.8% | 加碼 |
| IFP Advisors, Inc | 9,322 | $181.9 萬 | 0.04% | +3,328+55.5% | 加碼 |
| Bryn Mawr Trust Co | 9,471 | $181.8 萬 | 0.07% | −70−0.7% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 9,452 | $181.4 萬 | 0.32% | −675−6.7% | 減碼 |
| Old Port Advisors | 9,447 | $181.3 萬 | 0.66% | −425−4.3% | 減碼 |
| Palisade Asset Management, LLC | 9,437 | $181.2 萬 | 0.22% | +72+0.8% | 加碼 |
| NorthCoast Asset Management LLC | 9,422 | $180.9 萬 | 0.07% | +9,422 | 新進 |
| Meiji Yasuda Life Insurance Co | 9,409 | $180.6 萬 | 0.03% | +235+2.6% | 加碼 |
| Wellington Shields & Co., LLC | 9,400 | $180.5 萬 | 0.63% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 9,399 | $180.4 萬 | 0.18% | +1,801+23.7% | 加碼 |
| Global Trust Asset Management, LLC | 9,325 | $179.0 萬 | 0.80% | +4,433+90.6% | 加碼 |
| Donaldson Capital Management, LLC | 9,307 | $178.7 萬 | 0.09% | −779−7.7% | 減碼 |
| RSM US Wealth Management LLC | 9,305 | $178.6 萬 | 0.10% | −63−0.7% | 減碼 |
| Dana Investment Advisors, Inc. | 9,295 | $178.4 萬 | 0.08% | +225+2.5% | 加碼 |
| Windsor Group LTD | 9,154 | $177.9 萬 | 0.37% | +752+9.0% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,262 | $177.8 萬 | 1.03% | −12−0.1% | 減碼 |
| Spreng Capital Management, Inc. | 9,125 | $177.3 萬 | 1.14% | +425+4.9% | 加碼 |
| Papp L Roy & Associates | 9,210 | $176.8 萬 | 0.22% | +200+2.2% | 加碼 |
| Anchor Investment Management, LLC | 9,205 | $176.7 萬 | 0.25% | +457+5.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 9,196 | $176.4 萬 | 0.16% | −133−1.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 9,185 | $176.3 萬 | 1.15% | −8,820−49.0% | 減碼 |
| Focused Wealth Management, Inc | 9,165 | $175.9 萬 | 0.29% | −67−0.7% | 減碼 |
| 1st Source Bank | 9,134 | $175.3 萬 | 0.11% | −70−0.8% | 減碼 |
| Cerity Partners LLC | 9,124 | $175.1 萬 | 0.04% | +3,775+70.6% | 加碼 |
| Adell Harriman & Carpenter Inc | 9,075 | $174.2 萬 | 0.18% | +1,950+27.4% | 加碼 |
| PFG Advisors | 9,050 | $173.7 萬 | 0.20% | +4,918+119.0% | 加碼 |
| Trexquant Investment LP | 9,036 | $173.5 萬 | 0.14% | −22,161−71.0% | 減碼 |
| NEXT Financial Group, Inc | 9,036 | $173.5 萬 | 0.14% | −1,049−10.4% | 減碼 |
| Whitener Capital Management, Inc. | 9,500 | $172.9 萬 | 0.80% | −380−3.8% | 減碼 |
| CWM Advisors, LLC | 9,002 | $172.8 萬 | 0.22% | −32,778−78.5% | 減碼 |
| Oxbow Advisors, LLC | 8,994 | $172.7 萬 | 0.18% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 8,880 | $170.5 萬 | 0.58% | −44−0.5% | 減碼 |
| Venture Visionary Partners LLC | 8,848 | $169.8 萬 | 0.12% | +370+4.4% | 加碼 |
| Carroll Financial Associates, Inc. | 8,830 | $169.5 萬 | 0.09% | +160+1.8% | 加碼 |
| Kingsview Wealth Management, LLC | 8,824 | $169.4 萬 | 0.08% | −964−9.8% | 減碼 |
| Diversified Trust Co | 8,823 | $169.4 萬 | 0.06% | +1,041+13.4% | 加碼 |
| Liberty One Investment Management, LLC | 8,818 | $169.3 萬 | 0.29% | −144−1.6% | 減碼 |
| Naples Global Advisors, LLC | 8,820 | $169.3 萬 | 0.22% | +319+3.8% | 加碼 |
| TD Private Client Wealth LLC | 8,799 | $168.9 萬 | 0.07% | −75−0.8% | 減碼 |
| Ropes Wealth Advisors LLC | 8,780 | $168.5 萬 | 0.27% | −380−4.1% | 減碼 |
| United Bank | 8,775 | $168.5 萬 | 0.23% | +75+0.9% | 加碼 |
| V Wealth Advisors LLC | 8,770 | $168.3 萬 | 0.26% | −34−0.4% | 減碼 |
| Johnson Investment Counsel Inc | 8,767 | $168.3 萬 | 0.02% | +312+3.7% | 加碼 |
| Pendal Group Limited | 8,765 | $168.2 萬 | 0.01% | +4,968+130.8% | 加碼 |
| JustInvest LLC | 8,711 | $167.2 萬 | 0.15% | +834+10.6% | 加碼 |