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 4 季 13F 持有人
Caterpillar Inc 在 2021/12/31 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
- 2,161
- 較 2021 年第 3 季 +247 家
- 持有股數
- 3.62 億
- 較 2021 年第 3 季 −711.6 萬 (−1.9%)
- 總市值
- $748.9 億
- 較 2021 年第 3 季 +$39.6 億 (+5.6%)
- 新進機構
- 346
- 另有 846 家加碼
- 清倉機構
- 99
- 另有 628 家減碼
另有 29 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 3,317 | $68.6 萬 | 0.03% | +314+10.5% | 加碼 |
| Vanguard Capital Wealth Advisors | 3,343 | $69.1 萬 | 0.50% | +44+1.3% | 加碼 |
| HHM Wealth Advisors, LLC | 3,348 | $69.2 萬 | 0.17% | −170−4.8% | 減碼 |
| PrairieView Partners, LLC | 3,347 | $69.2 萬 | 0.10% | +633+23.3% | 加碼 |
| Financial Management Network Inc | 3,176 | $69.3 萬 | 0.32% | +2+0.1% | 加碼 |
| Royal Fund Management, LLC | 3,357 | $69.4 萬 | 0.10% | +122+3.8% | 加碼 |
| Harbor Investment Advisory, LLC | 3,359 | $69.4 萬 | 0.09% | +1,060+46.1% | 加碼 |
| Harbour Investments, Inc. | 3,366 | $69.6 萬 | 0.04% | −28,026−89.3% | 減碼 |
| Davis R M Inc | 3,365 | $69.6 萬 | 0.02% | −66−1.9% | 減碼 |
| Applied Capital LLC | 3,371 | $69.7 萬 | 0.55% | −245−6.8% | 減碼 |
| Fortem Financial Group, LLC | 3,370 | $69.7 萬 | 0.32% | −150−4.3% | 減碼 |
| Wealth Management Associates, Inc. | 3,378 | $69.8 萬 | 0.38% | +2,310+216.3% | 加碼 |
| Security Financial Services, INC. | 3,393 | $70.1 萬 | 0.23% | +3,393 | 新進 |
| Indiana Trust & Investment Management CO | 3,396 | $70.2 萬 | 0.32% | +50+1.5% | 加碼 |
| Charter Research & Investment Group, Inc. | 3,400 | $70.3 萬 | 0.55% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 3,400 | $70.3 萬 | 0.20% | 00.0% | 不變 |
| Teza Capital Management LLC | 3,405 | $70.4 萬 | 0.19% | +1,965+136.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,413 | $70.6 萬 | 0.04% | −2,300−40.3% | 減碼 |
| Titleist Asset Management, Ltd. | 3,423 | $70.8 萬 | 0.14% | +3,423 | 新進 |
| Baker Avenue Asset Management, LP | 3,423 | $70.8 萬 | 0.04% | +3,423 | 新進 |
| Engineers Gate Manager LP | 3,429 | $70.9 萬 | 0.03% | −9,212−72.9% | 減碼 |
| Carmichael Hill & Associates, Inc. | 3,431 | $70.9 萬 | 0.36% | −40−1.2% | 減碼 |
| Ballast Advisors LLC | 3,430 | $70.9 萬 | 0.27% | 00.0% | 不變 |
| Wealth Architects, LLC | 3,440 | $71.1 萬 | 0.12% | +97+2.9% | 加碼 |
| Washington Trust Advisors, Inc. | 3,438 | $71.1 萬 | 0.05% | +3,438 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 3,457 | $71.5 萬 | 0.04% | +401+13.1% | 加碼 |
| Peregrine Asset Advisers, Inc. | 3,459 | $71.5 萬 | 0.29% | +873+33.8% | 加碼 |
| Manchester Capital Management LLC | 3,461 | $71.6 萬 | 0.09% | −622−15.2% | 減碼 |
| Field & Main Bank | 3,475 | $71.8 萬 | 0.41% | −65−1.8% | 減碼 |
| Patten & Patten Inc | 3,474 | $71.8 萬 | 0.05% | +308+9.7% | 加碼 |
| CRA Financial Services, LLC | 3,482 | $72.0 萬 | 0.21% | −30−0.9% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,485 | $72.1 萬 | 0.05% | −145−4.0% | 減碼 |
| Quad-Cities Investment Group, LLC | 3,494 | $72.2 萬 | 0.45% | +10.0% | 加碼 |
| Rodgers Brothers Inc. | 3,490 | $72.2 萬 | 0.13% | +445+14.6% | 加碼 |
| Fernwood Investment Management, LLC | 3,497 | $72.3 萬 | 0.24% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 3,510 | $72.5 萬 | 0.43% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 3,510 | $72.6 萬 | 0.04% | +100+2.9% | 加碼 |
| First Manhattan Co | 3,517 | $72.7 萬 | 0.00% | −522−12.9% | 減碼 |
| Gleason Group, Inc. | 3,519 | $72.8 萬 | 0.24% | +19+0.5% | 加碼 |
| WMS Partners, LLC | 3,532 | $73.0 萬 | 0.16% | +57+1.6% | 加碼 |
| Auxier Asset Management | 3,540 | $73.2 萬 | 0.11% | 00.0% | 不變 |
| Boston Research & Management Inc | 3,542 | $73.2 萬 | 0.20% | 00.0% | 不變 |
| Montecito Bank & Trust | 3,541 | $73.2 萬 | 0.13% | 00.0% | 不變 |
| Castleark Management LLC | 3,540 | $73.2 萬 | 0.03% | +1,600+82.5% | 加碼 |
| Change Path, LLC | 3,547 | $73.3 萬 | 0.04% | +685+23.9% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 3,554 | $73.5 萬 | 0.19% | +7+0.2% | 加碼 |
| Taurus Asset Management, LLC | 3,558 | $73.6 萬 | 0.07% | 00.0% | 不變 |
| Thomasville National Bank | 3,569 | $73.8 萬 | 0.07% | +164+4.8% | 加碼 |
| White Lighthouse Investment Management Inc. | 3,574 | $73.9 萬 | 0.18% | +3+0.1% | 加碼 |
| Cynosure Management, LLC | 3,600 | $74.4 萬 | 0.56% | 00.0% | 不變 |
| Norwood Financial Corp | 3,605 | $74.5 萬 | 1.03% | +3,605 | 新進 |
| Stiles Financial Services Inc | 3,604 | $74.5 萬 | 0.36% | +3,604 | 新進 |
| Meridian Financial Partners LLC | 3,367 | $74.6 萬 | 0.50% | +1,807+115.8% | 加碼 |
| Flputnam Investment Management Co | 3,616 | $74.7 萬 | 0.02% | −58−1.6% | 減碼 |
| Delta Investment Management, LLC | 3,633 | $75.1 萬 | 0.22% | +10.0% | 加碼 |
| Capital One Financial Corp | 3,638 | $75.2 萬 | 0.09% | +150+4.3% | 加碼 |
| Sargent Investment Group, LLC | 3,640 | $75.3 萬 | 0.17% | +515+16.5% | 加碼 |
| Roman Butler Fullerton & Co | 3,651 | $75.5 萬 | 0.33% | +5+0.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 3,650 | $75.5 萬 | 0.03% | +430+13.4% | 加碼 |
| Rehmann Capital Advisory Group | 3,666 | $75.8 萬 | 0.07% | +106+3.0% | 加碼 |
| Circle Wealth Management, LLC | 3,668 | $75.8 萬 | 0.10% | −6−0.2% | 減碼 |
| Cutter & CO Brokerage, Inc. | 3,676 | $76.0 萬 | 0.21% | +17+0.5% | 加碼 |
| Metatron Capital SICAV plc | 3,680 | $76.1 萬 | 0.72% | +3,680 | 新進 |
| Gilbert & Cook, Inc. | 3,691 | $76.3 萬 | 0.12% | +111+3.1% | 加碼 |
| Western Wealth Management, LLC | 3,681 | $76.3 萬 | 0.08% | +3,681 | 新進 |
| E&G Advisors, LP | 3,700 | $76.5 萬 | 0.19% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 3,705 | $76.6 萬 | 0.07% | −10.0% | 減碼 |
| Engine No. 1 LLC | 3,703 | $76.6 萬 | 0.16% | +746+25.2% | 加碼 |
| SignalPoint Asset Management, LLC | 3,712 | $76.7 萬 | 0.23% | +130+3.6% | 加碼 |
| Morris Retirement Advisors, LLC | 3,712 | $76.7 萬 | 0.59% | +2,546+218.4% | 加碼 |
| Exane Derivatives | 3,723 | $77.0 萬 | 0.19% | −1,989−34.8% | 減碼 |
| Occudo Quantitative Strategies LP | 3,739 | $77.3 萬 | 0.07% | −10,086−73.0% | 減碼 |
| Golden State Wealth Management, LLC | 3,739 | $77.3 萬 | 0.13% | +530+16.5% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,760 | $77.7 萬 | 0.06% | −2,860−43.2% | 減碼 |
| Gradient Investments LLC | 3,767 | $77.9 萬 | 0.02% | +15+0.4% | 加碼 |
| Laird Norton Trust Company, LLC | 3,782 | $78.1 萬 | 0.07% | −62−1.6% | 減碼 |
| US Asset Management LLC | 3,802 | $78.6 萬 | 0.75% | −3−0.1% | 減碼 |
| Cordasco Financial Network | 3,805 | $78.7 萬 | 0.49% | −159−4.0% | 減碼 |
| 44 Wealth Management LLC | 3,805 | $78.7 萬 | 0.27% | −92−2.4% | 減碼 |
| Capital Square, LLC | 3,583 | $78.7 萬 | 0.54% | 00.0% | 不變 |
| Courier Capital LLC | 3,810 | $78.8 萬 | 0.07% | −149−3.8% | 減碼 |
| Ancora Advisors, LLC | 3,814 | $78.9 萬 | 0.02% | +314+9.0% | 加碼 |
| Golden Green, Inc. | 3,819 | $79.0 萬 | 0.64% | +2,190+134.4% | 加碼 |
| Souders Financial Advisors | 3,826 | $79.1 萬 | 0.23% | +451+13.4% | 加碼 |
| Financial Planners of Cleveland, Inc. | 3,491 | $79.3 萬 | 0.32% | +3,491 | 新進 |
| SNS Financial Group, LLC | 3,841 | $79.4 萬 | 0.09% | −3−0.1% | 減碼 |
| Visionary Wealth Advisors | 3,841 | $79.4 萬 | 0.07% | +27+0.7% | 加碼 |
| DMG Group, LLC | 3,746 | $79.4 萬 | 0.68% | +3,746 | 新進 |
| American National Registered Investment Advisor, Inc. | 3,853 | $79.7 萬 | 0.26% | −2−0.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,856 | $79.8 萬 | 0.16% | +420+12.2% | 加碼 |
| Old Mission Investment Co LLC | 3,867 | $80.0 萬 | 0.29% | +25+0.7% | 加碼 |
| Alps Advisors Inc | 3,926 | $81.2 萬 | 0.01% | −99,794−96.2% | 減碼 |
| Woodstock Corp | 3,930 | $81.2 萬 | 0.09% | −505−11.4% | 減碼 |
| Xcel Wealth Management, LLC | 3,934 | $81.3 萬 | 0.21% | +101+2.6% | 加碼 |
| GPS Wealth Strategies Group, LLC | 3,954 | $81.7 萬 | 0.18% | +262+7.1% | 加碼 |
| Aspen Investment Management Inc | 3,958 | $81.8 萬 | 0.40% | −4−0.1% | 減碼 |
| Charles Schwab Trust Co | 3,973 | $82.1 萬 | 0.13% | −101−2.5% | 減碼 |
| Werlinich Asset Management, LLC | 3,975 | $82.2 萬 | 0.60% | 00.0% | 不變 |
| Nwam LLC | 3,998 | $82.6 萬 | 0.07% | −649−14.0% | 減碼 |
| IVC Wealth Advisors LLC | 3,995 | $82.6 萬 | 0.53% | −115−2.8% | 減碼 |