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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 6,288 | $130.0 萬 | 0.12% | +269+4.5% | 加碼 |
| ARGI Investment Services, LLC | 6,293 | $130.1 萬 | 0.04% | +509+8.8% | 加碼 |
| Park Avenue Securities LLC | 6,293 | $130.1 萬 | 0.02% | +772+14.0% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 6,371 | $131.7 萬 | 1.19% | +6,371 | 新進 |
| Fort Point Capital Partners LLC | 6,415 | $132.6 萬 | 0.19% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 6,439 | $133.1 萬 | 0.11% | +4,694+269.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 6,666 | $133.2 萬 | 0.08% | +21+0.3% | 加碼 |
| Valley Brook Capital Group | 6,465 | $133.6 萬 | 1.15% | +75+1.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 6,492 | $134.2 萬 | 0.32% | +3,132+93.2% | 加碼 |
| Franklin Street Advisors Inc | 6,500 | $134.4 萬 | 0.10% | 00.0% | 不變 |
| Thomas White International Ltd | 6,542 | $135.2 萬 | 0.21% | 00.0% | 不變 |
| RE Dickinson Investment Advisors, LLC | 6,542 | $135.2 萬 | 1.03% | +6,542 | 新進 |
| Weatherly Asset Management L. P. | 6,612 | $136.7 萬 | 0.15% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 6,618 | $136.8 萬 | 0.03% | +25+0.4% | 加碼 |
| Private Asset Management Inc | 6,622 | $136.9 萬 | 0.17% | +92+1.4% | 加碼 |
| PSI Advisors, LLC | 6,633 | $137.1 萬 | 0.56% | +680+11.4% | 加碼 |
| Legacy Bridge, LLC | 6,660 | $137.7 萬 | 0.72% | +25+0.4% | 加碼 |
| Harfst & Associates, Inc. | 6,673 | $137.9 萬 | 0.35% | 00.0% | 不變 |
| HawsGoodwin Investment Management LLC | 6,682 | $138.1 萬 | 0.40% | −84−1.2% | 減碼 |
| IPG Investment Advisors LLC | 6,686 | $138.3 萬 | 0.25% | +6,686 | 新進 |
| Atlantic Trust, LLC | 6,698 | $138.6 萬 | 0.82% | 00.0% | 不變 |
| Smith, Moore & Co. | 6,715 | $138.8 萬 | 0.19% | −36−0.5% | 減碼 |
| Southern Capital Advisors, LLC | 6,732 | $139.2 萬 | 0.86% | +6,732 | 新進 |
| AMG National Trust Bank | 6,747 | $139.5 萬 | 0.04% | −350−4.9% | 減碼 |
| Douglas Lane & Associates, LLC | 6,749 | $139.5 萬 | 0.02% | −50−0.7% | 減碼 |
| Vestcor Inc | 6,757 | $139.7 萬 | 0.05% | −1,317−16.3% | 減碼 |
| Amarillo National Bank | 6,776 | $140.1 萬 | 0.27% | −65−1.0% | 減碼 |
| Fort Pitt Capital Group, LLC | 6,778 | $140.1 萬 | 0.05% | −20−0.3% | 減碼 |
| Hilton Capital Management, LLC | 6,783 | $140.2 萬 | 0.13% | 00.0% | 不變 |
| Cornell Pochily Investment Advisors, Inc. | 6,784 | $140.3 萬 | 0.55% | +46+0.7% | 加碼 |
| Ar Asset Management Inc | 6,800 | $140.6 萬 | 0.36% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 6,800 | $140.6 萬 | 0.07% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 6,807 | $140.8 萬 | 0.04% | −2,690−28.3% | 減碼 |
| BCM Advisors, LLC | 7,000 | $141.1 萬 | 0.36% | 00.0% | 不變 |
| First Dallas Securities Inc. | 6,823 | $141.1 萬 | 0.93% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 6,844 | $141.5 萬 | 0.56% | −1,000−12.7% | 減碼 |
| Confluence Wealth Services, Inc. | 6,849 | $141.6 萬 | 0.46% | +6,849 | 新進 |
| Siena Capital LLC | 6,881 | $142.3 萬 | 0.82% | +6,881 | 新進 |
| Delos Wealth Advisors, LLC | 6,891 | $142.5 萬 | 1.36% | +168+2.5% | 加碼 |
| Parallel Advisors, LLC | 6,899 | $142.6 萬 | 0.05% | +255+3.8% | 加碼 |
| CAPROCK Group, Inc. | 6,903 | $142.7 萬 | 0.12% | +856+14.2% | 加碼 |
| Versor Investments LP | 6,900 | $142.7 萬 | 0.04% | +4,824+232.4% | 加碼 |
| Coastline Trust Co | 6,905 | $142.8 萬 | 0.16% | +25+0.4% | 加碼 |
| Modera Wealth Management, LLC | 6,904 | $142.8 萬 | 0.05% | +5,265+321.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 6,912 | $142.9 萬 | 0.06% | −172−2.4% | 減碼 |
| Tdam USA Inc. | 6,938 | $143.4 萬 | 0.09% | −602−8.0% | 減碼 |
| WBH Advisory Inc | 6,949 | $143.7 萬 | 0.16% | −87−1.2% | 減碼 |
| Horizon Wealth Management, LLC | 6,949 | $143.7 萬 | 0.42% | +6,949 | 新進 |
| Proequities, Inc. | 6,999 | $144.7 萬 | 0.08% | +541+8.4% | 加碼 |
| Investors Asset Management of Georgia Inc | 7,010 | $144.9 萬 | 0.69% | +25+0.4% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,039 | $145.5 萬 | 0.31% | +1,015+16.8% | 加碼 |
| Gables Capital Management Inc. | 7,050 | $145.8 萬 | 0.87% | −440−5.9% | 減碼 |
| Oak Asset Management, LLC | 7,082 | $146.4 萬 | 0.56% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 7,081 | $146.4 萬 | 0.25% | +144+2.1% | 加碼 |
| Schechter Investment Advisors, LLC | 7,090 | $146.6 萬 | 0.13% | +7,090 | 新進 |
| Main Street Research LLC | 7,122 | $147.2 萬 | 0.11% | −72−1.0% | 減碼 |
| United Community Bank | 7,150 | $147.8 萬 | 1.48% | +7,150 | 新進 |
| Cross Staff Investments Inc | 7,163 | $148.1 萬 | 1.32% | +7,163 | 新進 |
| Diamant Asset Management, Inc. | 7,175 | $148.3 萬 | 1.08% | +420+6.2% | 加碼 |
| Papp L Roy & Associates | 7,195 | $148.7 萬 | 0.17% | −2,015−21.9% | 減碼 |
| Citizens Financial Group Inc | 7,313 | $148.8 萬 | 0.05% | −662−8.3% | 減碼 |
| Meeder Asset Management Inc | 7,211 | $149.1 萬 | 0.15% | +322+4.7% | 加碼 |
| Burleson & Company, LLC | 7,236 | $149.6 萬 | 0.22% | +20.0% | 加碼 |
| Cowen and Company, LLC | 7,241 | $149.7 萬 | 0.14% | +7,241 | 新進 |
| Mairs & Power Inc | 7,320 | $151.3 萬 | 0.01% | +498+7.3% | 加碼 |
| American National Insurance Co | 7,340 | $151.7 萬 | 0.34% | −34,610−82.5% | 減碼 |
| Bragg Financial Advisors, Inc | 7,901 | $151.7 萬 | 0.10% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 7,353 | $152.0 萬 | 0.11% | −130−1.7% | 減碼 |
| Washington Trust Bank | 7,386 | $152.7 萬 | 0.15% | −413−5.3% | 減碼 |
| WealthPLAN Partners, LLC | 7,597 | $153.1 萬 | 0.10% | −394−4.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,432 | $153.6 萬 | 0.04% | +5,960+404.9% | 加碼 |
| Bahl & Gaynor Inc | 7,450 | $154.0 萬 | 0.01% | +1,300+21.1% | 加碼 |
| Perfromance Wealth Partners, LLC | 7,459 | $154.2 萬 | 0.06% | +7,459 | 新進 |
| Cambridge Trust Co | 7,494 | $154.9 萬 | 0.05% | +4,097+120.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 7,508 | $155.2 萬 | 0.09% | +538+7.7% | 加碼 |
| American Portfolios Advisors | 7,529 | $155.7 萬 | 0.05% | −2,421−24.3% | 減碼 |
| Federated Hermes, Inc. | 7,580 | $156.7 萬 | 0.00% | −2,893−27.6% | 減碼 |
| Quest Investment Management LLC | 7,588 | $156.9 萬 | 0.13% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 7,607 | $157.2 萬 | 0.12% | +2,753+56.7% | 加碼 |
| Boenning & Scattergood, Inc. | 7,610 | $157.3 萬 | 0.25% | +22+0.3% | 加碼 |
| Altium Wealth Management LLC | 7,621 | $157.6 萬 | 0.10% | +307+4.2% | 加碼 |
| Argent Advisors, Inc. | 7,637 | $157.9 萬 | 0.85% | +97+1.3% | 加碼 |
| D. Scott Neal, Inc. | 7,661 | $158.4 萬 | 0.60% | 00.0% | 不變 |
| Hamel Associates, Inc. | 7,675 | $158.7 萬 | 0.57% | +6,025+365.2% | 加碼 |
| Columbia Trust Co 01012016 | 8,291 | $159.1 萬 | 0.84% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 7,708 | $159.4 萬 | 0.93% | +315+4.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 7,745 | $160.1 萬 | 0.10% | −22−0.3% | 減碼 |
| Moloney Securities Asset Management, LLC | 7,755 | $160.3 萬 | 0.27% | +371+5.0% | 加碼 |
| Corient Capital Partners, LLC | 7,755 | $160.3 萬 | 0.11% | +741+10.6% | 加碼 |
| Atlas Brown,Inc. | 7,760 | $160.4 萬 | 0.62% | +587+8.2% | 加碼 |
| Equitable Holdings, Inc. | 7,790 | $161.1 萬 | 0.03% | +953+13.9% | 加碼 |
| Gifford Fong Associates | 7,800 | $161.3 萬 | 0.28% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 7,830 | $161.9 萬 | 0.10% | +169+2.2% | 加碼 |
| Integrated Wealth Concepts LLC | 7,847 | $162.2 萬 | 0.05% | +840+12.0% | 加碼 |
| Gamble Jones Investment Counsel | 7,968 | $164.7 萬 | 0.10% | +745+10.3% | 加碼 |
| Cobblestone Capital Advisors LLC | 7,996 | $165.3 萬 | 0.11% | 00.0% | 不變 |
| G&S Capital LLC | 8,001 | $165.4 萬 | 0.82% | −645−7.5% | 減碼 |
| Pensionfund DSM Netherlands | 8,000 | $165.4 萬 | 0.19% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 8,000 | $165.4 萬 | 0.07% | 00.0% | 不變 |
| Probity Advisors, Inc. | 8,122 | $167.9 萬 | 0.33% | −332−3.9% | 減碼 |