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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 4,849 | $100.3 萬 | 0.02% | +270+5.9% | 加碼 |
| CPWM, LLC | 5,249 | $100.8 萬 | 0.08% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 4,875 | $100.8 萬 | 0.65% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 4,891 | $101.1 萬 | 0.11% | +1,100+29.0% | 加碼 |
| Stamos Capital Partners, L.P. | 4,900 | $101.3 萬 | 0.47% | +4,900 | 新進 |
| Byrne Asset Management LLC | 4,903 | $101.4 萬 | 0.66% | +4,903 | 新進 |
| Kovack Advisors, Inc. | 4,913 | $101.6 萬 | 0.10% | −288−5.5% | 減碼 |
| Biltmore Family Office, LLC | 4,912 | $101.6 萬 | 0.19% | +500+11.3% | 加碼 |
| HighTower Trust Services, LTA | 4,917 | $101.7 萬 | 0.10% | +4,917 | 新進 |
| Nations Financial Group Inc, | 4,923 | $101.8 萬 | 0.13% | +457+10.2% | 加碼 |
| Forum Financial Management, LP | 4,931 | $101.9 萬 | 0.05% | +4,931 | 新進 |
| StoneX Group Inc. | 4,947 | $102.3 萬 | 0.12% | +1,949+65.0% | 加碼 |
| Arkadios Wealth Advisors | 4,971 | $102.8 萬 | 0.14% | +358+7.8% | 加碼 |
| Legacy Wealth Asset Management, LLC | 4,993 | $103.2 萬 | 0.35% | +127+2.6% | 加碼 |
| HYA Advisors, Inc | 4,995 | $103.3 萬 | 0.37% | −4−0.1% | 減碼 |
| Quattro Financial Advisors LLC | 5,000 | $103.4 萬 | 0.37% | 00.0% | 不變 |
| Good Life Advisors, LLC | 5,013 | $103.6 萬 | 0.13% | −7,565−60.1% | 減碼 |
| Sentry Investment Management LLC | 5,013 | $103.6 萬 | 0.27% | +719+16.7% | 加碼 |
| Castleview Partners, LLC | 215,009 | $104.0 萬 | 0.01% | +215,009 | 新進 |
| Howland Capital Management LLC | 5,071 | $104.8 萬 | 0.05% | −20,058−79.8% | 減碼 |
| Laidlaw Wealth Management LLC | 5,081 | $105.1 萬 | 0.17% | +5,081 | 新進 |
| RNC Capital Management LLC | 5,090 | $105.2 萬 | 0.05% | +240+4.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,091 | $105.2 萬 | 0.09% | +1,380+37.2% | 加碼 |
| Ritholtz Wealth Management | 5,152 | $106.5 萬 | 0.07% | +243+5.0% | 加碼 |
| Institute for Wealth Management, LLC. | 5,187 | $107.2 萬 | 0.17% | −37−0.7% | 減碼 |
| Los Angeles Capital Management LLC | 5,233 | $108.2 萬 | 0.00% | +2,226+74.0% | 加碼 |
| Csenge Advisory Group | 4,996 | $108.3 萬 | 0.10% | +598+13.6% | 加碼 |
| Graypoint LLC | 5,273 | $109.0 萬 | 0.11% | +275+5.5% | 加碼 |
| Tempus Wealth Planning, LLC | 5,300 | $109.6 萬 | 0.59% | 00.0% | 不變 |
| CFM Wealth Partners LLC | 5,308 | $109.9 萬 | 0.25% | −223−4.0% | 減碼 |
| Donoghue Forlines LLC | 5,329 | $110.2 萬 | 0.19% | +5,329 | 新進 |
| Schnieders Capital Management LLC | 5,337 | $110.3 萬 | 0.26% | +250+4.9% | 加碼 |
| Quantinno Capital Management LP | 5,349 | $110.6 萬 | 0.20% | +5,349 | 新進 |
| Tokio Marine Asset Management Co Ltd | 5,356 | $110.7 萬 | 0.09% | +336+6.7% | 加碼 |
| Garrison Point Advisors, LLC | 5,370 | $111.0 萬 | 0.74% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 5,371 | $111.0 萬 | 0.10% | +25+0.5% | 加碼 |
| Polar Asset Management Partners Inc. | 5,375 | $111.1 萬 | 0.01% | −312−5.5% | 減碼 |
| Eastern Bank | 5,377 | $111.1 萬 | 0.05% | 00.0% | 不變 |
| HM Payson & Co | 5,390 | $111.4 萬 | 0.02% | −171−3.1% | 減碼 |
| Sawtooth Solutions, LLC | 5,384 | $111.4 萬 | 0.12% | +2,728+102.7% | 加碼 |
| EP Wealth Advisors, LLC | 5,403 | $111.7 萬 | 0.03% | +932+20.8% | 加碼 |
| Checchi Capital Advisers, LLC | 5,409 | $111.8 萬 | 0.12% | +70+1.3% | 加碼 |
| Wolff Financial Management LLC | 5,413 | $111.9 萬 | 0.42% | +5,413 | 新進 |
| Personal Capital Advisors Corp | 5,533 | $112.2 萬 | 0.01% | +167+3.1% | 加碼 |
| Independent Financial Group, LLC | 5,433 | $112.3 萬 | 0.09% | −534−8.9% | 減碼 |
| Rothschild Investment Corp | 5,470 | $113.1 萬 | 0.09% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 5,476 | $113.2 萬 | 0.01% | −2,256−29.2% | 減碼 |
| Van Strum & Towne Inc. | 5,484 | $113.4 萬 | 0.41% | 00.0% | 不變 |
| SOL Capital Management CO | 5,493 | $113.6 萬 | 0.21% | −10.0% | 減碼 |
| St Germain D J Co Inc | 5,502 | $113.7 萬 | 0.06% | −89−1.6% | 減碼 |
| Beech Hill Advisors, Inc. | 5,500 | $113.7 萬 | 0.43% | 00.0% | 不變 |
| High Falls Advisors, Inc | 5,501 | $113.7 萬 | 0.29% | +5+0.1% | 加碼 |
| Comerica Securities,inc. | 5,500 | $113.7 萬 | 0.07% | +86+1.6% | 加碼 |
| DFPG Investments, LLC | 5,249 | $113.7 萬 | 0.47% | +5,249 | 新進 |
| Jefferies Group LLC | 5,500 | $113.7 萬 | 0.02% | −14,180−72.1% | 減碼 |
| Silverlake Wealth Management LLC | 5,513 | $114.0 萬 | 0.61% | +5,513 | 新進 |
| Adams Chetwood Wealth Management LLC | 5,533 | $114.4 萬 | 0.78% | +651+13.3% | 加碼 |
| Barber Financial Group, Inc. | 5,537 | $114.5 萬 | 0.14% | +36+0.7% | 加碼 |
| Inspire Advisors, LLC | 5,581 | $115.4 萬 | 0.33% | +404+7.8% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 5,585 | $115.5 萬 | 0.67% | 00.0% | 不變 |
| Choate Investment Advisors | 5,607 | $115.9 萬 | 0.07% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 5,613 | $116.0 萬 | 0.59% | −83−1.5% | 減碼 |
| SevenBridge Financial Group, LLC | 5,613 | $116.0 萬 | 0.35% | +461+8.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 5,655 | $116.9 萬 | 0.16% | 00.0% | 不變 |
| Braun Stacey Associates Inc | 5,660 | $117.0 萬 | 0.04% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 5,671 | $117.2 萬 | 0.01% | −327−5.5% | 減碼 |
| Farmers Trust Co | 5,685 | $117.5 萬 | 0.24% | −415−6.8% | 減碼 |
| Everett Harris & Co | 5,702 | $117.9 萬 | 0.02% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 5,708 | $118.0 萬 | 0.74% | +334+6.2% | 加碼 |
| Wade G W & Inc | 5,714 | $118.1 萬 | 0.05% | +334+6.2% | 加碼 |
| Berkshire Bank | 5,739 | $118.7 萬 | 0.26% | +3,629+172.0% | 加碼 |
| Haverford Trust Co | 5,765 | $119.2 萬 | 0.01% | −1,443−20.0% | 減碼 |
| Duff & Phelps Investment Management Co | 5,775 | $119.4 萬 | 0.01% | +35+0.6% | 加碼 |
| Orleans Capital Management Corp | 5,825 | $120.4 萬 | 0.68% | +185+3.3% | 加碼 |
| Baker Tilly Wealth Management, LLC | 5,826 | $120.4 萬 | 0.13% | +1,778+43.9% | 加碼 |
| Fosun International Ltd | 5,810 | $120.5 萬 | 0.07% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 5,835 | $120.6 萬 | 0.34% | +4,100+236.3% | 加碼 |
| Wintrust Investments LLC | 5,846 | $120.9 萬 | 0.11% | +236+4.2% | 加碼 |
| Sunflower Bank, N.A. | 5,857 | $121.0 萬 | 0.16% | −20−0.3% | 減碼 |
| Beaton Management Co. Inc. | 5,883 | $121.6 萬 | 0.73% | 00.0% | 不變 |
| Symmetry Partners, LLC | 5,895 | $121.9 萬 | 0.08% | −200−3.3% | 減碼 |
| CoreCap Advisors, LLC | 5,900 | $122.0 萬 | 0.08% | +5,900 | 新進 |
| We Are One Seven, LLC | 5,908 | $122.2 萬 | 0.13% | +1,908+47.7% | 加碼 |
| Evernest Financial Advisors, LLC | 3,860 | $122.4 萬 | 0.63% | +3,860 | 新進 |
| Wellington Shields Capital Management, LLC | 5,950 | $123.0 萬 | 0.16% | +1,500+33.7% | 加碼 |
| Keudell/Morrison Wealth Management | 5,956 | $123.1 萬 | 0.49% | +25+0.4% | 加碼 |
| First National Bank Sioux Falls | 5,970 | $123.4 萬 | 1.32% | +3,410+133.2% | 加碼 |
| Clarius Group, LLC | 5,987 | $123.8 萬 | 0.10% | +118+2.0% | 加碼 |
| LS Investment Advisors, LLC | 6,042 | $124.9 萬 | 0.19% | −1,262−17.3% | 減碼 |
| Capital Asset Advisory Services LLC | 6,157 | $127.3 萬 | 0.14% | −277−4.3% | 減碼 |
| Lester Murray Antman dba SimplyRich | 6,170 | $127.6 萬 | 0.42% | −47−0.8% | 減碼 |
| Boston Private Wealth LLC | 6,190 | $127.9 萬 | 0.02% | −2,439−28.3% | 減碼 |
| B. Riley Wealth Management, Inc. | 6,186 | $127.9 萬 | 0.09% | +419+7.3% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,193 | $128.0 萬 | 0.02% | 00.0% | 不變 |
| First Foundation Advisors | 6,193 | $128.0 萬 | 0.04% | +13+0.2% | 加碼 |
| Tiemann Investment Advisors, LLC | 6,223 | $128.7 萬 | 0.54% | −325−5.0% | 減碼 |
| Mattern Wealth Management LLC | 6,231 | $128.8 萬 | 0.38% | −100−1.6% | 減碼 |
| Centaurus Financial, Inc. | 6,243 | $129.1 萬 | 0.10% | −1,398−18.3% | 減碼 |
| Essex Savings Bank | 6,247 | $129.1 萬 | 0.44% | +175+2.9% | 加碼 |
| Cahill Financial Advisors Inc | 6,256 | $129.3 萬 | 0.25% | −60−0.9% | 減碼 |