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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 9,927 | $205.2 萬 | 0.51% | +9,927 | 新進 |
| RSM US Wealth Management LLC | 9,937 | $205.4 萬 | 0.10% | +632+6.8% | 加碼 |
| Diversified Trust Co | 9,960 | $205.9 萬 | 0.07% | +1,137+12.9% | 加碼 |
| Mill Capital Management, LLC | 9,999 | $206.7 萬 | 0.21% | +9,999 | 新進 |
| La Financiere de L'Echiquier | 10,000 | $206.8 萬 | 0.07% | 00.0% | 不變 |
| FLC Capital Advisors | 10,040 | $207.6 萬 | 0.58% | −80−0.8% | 減碼 |
| HRT Financial LP | 10,044 | $207.6 萬 | 0.01% | +10,044 | 新進 |
| Modus Advisors, LLC | 10,048 | $207.7 萬 | 0.88% | −537−5.1% | 減碼 |
| Steel Peak Wealth Management LLC | 10,083 | $208.4 萬 | 0.13% | −239−2.3% | 減碼 |
| Connectus Wealth, LLC | 10,069 | $208.5 萬 | 0.08% | +10,069 | 新進 |
| Thomas Story & Son LLC | 10,100 | $208.8 萬 | 0.81% | 00.0% | 不變 |
| PFG Advisors | 10,097 | $208.8 萬 | 0.21% | +1,047+11.6% | 加碼 |
| Murphy Capital Management Inc | 10,132 | $209.4 萬 | 0.22% | +10+0.1% | 加碼 |
| Axxcess Wealth Management, LLC | 10,124 | $209.4 萬 | 0.16% | +10,124 | 新進 |
| Hoylecohen, LLC | 10,145 | $209.7 萬 | 0.17% | +3,112+44.2% | 加碼 |
| HBK Sorce Advisory LLC | 10,172 | $210.3 萬 | 0.11% | +36+0.4% | 加碼 |
| Wellington Shields & Co., LLC | 10,200 | $210.9 萬 | 0.42% | +800+8.5% | 加碼 |
| Truvestments Capital LLC | 10,257 | $212.0 萬 | 1.06% | +23+0.2% | 加碼 |
| Whalerock Point Partners, LLC | 10,370 | $214.4 萬 | 0.73% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 10,374 | $214.4 萬 | 0.45% | +7,236+230.6% | 加碼 |
| Goelzer Investment Management, Inc. | 10,374 | $214.5 萬 | 0.17% | +10,374 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 10,405 | $215.1 萬 | 0.13% | +750+7.8% | 加碼 |
| Jackson Wealth Management, LLC | 10,473 | $216.5 萬 | 0.27% | +10,473 | 新進 |
| Loudon Investment Management, LLC | 10,493 | $216.9 萬 | 1.38% | −30−0.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 10,492 | $216.9 萬 | 0.34% | +8,255+369.0% | 加碼 |
| Winton Group Ltd | 10,501 | $217.1 萬 | 0.13% | +10,501 | 新進 |
| Chicago Trust Co NA | 10,531 | $217.7 萬 | 0.43% | 00.0% | 不變 |
| Asset Management Group, Inc. | 10,529 | $217.7 萬 | 0.43% | +311+3.0% | 加碼 |
| Studio Investment Management LLC | 10,545 | $218.0 萬 | 0.78% | +2,700+34.4% | 加碼 |
| Horizon Investments, LLC | 10,648 | $219.1 萬 | 0.07% | +7,080+198.4% | 加碼 |
| Kingsview Wealth Management, LLC | 10,668 | $220.6 萬 | 0.09% | +1,844+20.9% | 加碼 |
| Mystic Asset Management, Inc. | 10,727 | $221.7 萬 | 1.05% | +10,727 | 新進 |
| Citizens National Bank Trust Department | 10,729 | $221.8 萬 | 0.84% | −12,550−53.9% | 減碼 |
| Madison Asset Management, LLC | 10,748 | $222.2 萬 | 0.03% | +50.0% | 加碼 |
| Resources Management Corp | 10,765 | $222.6 萬 | 0.29% | −50−0.5% | 減碼 |
| Sandhill Capital Partners LLC | 10,787 | $223.0 萬 | 0.17% | +677+6.7% | 加碼 |
| Strategic Advisors LLC | 10,807 | $223.4 萬 | 0.32% | +2,769+34.4% | 加碼 |
| Boyd Watterson Asset Management LLC | 10,844 | $224.2 萬 | 0.75% | −17−0.2% | 減碼 |
| Heritage Trust Co | 10,879 | $225.0 萬 | 0.29% | +175+1.6% | 加碼 |
| Veriti Management LLC | 10,892 | $225.2 萬 | 0.29% | +326+3.1% | 加碼 |
| Beck Capital Management, LLC | 10,901 | $225.4 萬 | 0.70% | +142+1.3% | 加碼 |
| Financial Advocates Investment Management | 10,908 | $225.5 萬 | 0.16% | +454+4.3% | 加碼 |
| Spirit of America Management Corp | 10,925 | $225.9 萬 | 0.45% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 10,932 | $226.0 萬 | 0.75% | +377+3.6% | 加碼 |
| Abeille Asset Management SA | 10,943 | $226.2 萬 | 0.52% | +10,943 | 新進 |
| MV Capital Management, Inc. | 10,949 | $226.4 萬 | 0.33% | +333+3.1% | 加碼 |
| Sumitomo Life Insurance Co | 11,056 | $228.6 萬 | 0.05% | −327−2.9% | 減碼 |
| Jacobi Capital Management LLC | 11,082 | $229.1 萬 | 0.27% | +72+0.7% | 加碼 |
| Alpha Cubed Investments, LLC | 11,140 | $230.3 萬 | 0.15% | −530−4.5% | 減碼 |
| Pflug Koory, LLC | 11,166 | $230.8 萬 | 1.16% | +181+1.6% | 加碼 |
| Boltwood Capital Management | 11,247 | $232.5 萬 | 0.86% | +200+1.8% | 加碼 |
| Fluent Financial, LLC | 11,259 | $232.8 萬 | 0.95% | −161−1.4% | 減碼 |
| Traynor Capital Management, Inc. | 11,338 | $234.4 萬 | 0.28% | +1,761+18.4% | 加碼 |
| King Luther Capital Management Corp | 11,353 | $234.7 萬 | 0.01% | +190+1.7% | 加碼 |
| Albar Capital Ltd | 11,353 | $234.7 萬 | 0.74% | +11,353 | 新進 |
| Whitener Capital Management, Inc. | 11,370 | $235.0 萬 | 0.84% | +1,870+19.7% | 加碼 |
| Capital Investment Counsel, Inc | 11,408 | $235.8 萬 | 0.44% | +250+2.2% | 加碼 |
| Atlantic Union Bankshares Corp | 11,438 | $236.5 萬 | 0.20% | −394−3.3% | 減碼 |
| Cornercap Investment Counsel Inc | 11,443 | $236.6 萬 | 0.34% | −909−7.4% | 減碼 |
| Mason Investment Advisory Services, Inc. | 11,478 | $237.3 萬 | 0.20% | +103+0.9% | 加碼 |
| Marshall Wace, LLP | 11,497 | $237.7 萬 | 0.00% | −4,129−26.4% | 減碼 |
| Trexquant Investment LP | 11,523 | $238.2 萬 | 0.15% | +2,487+27.5% | 加碼 |
| Bowen Hanes & Co Inc | 11,684 | $241.6 萬 | 0.07% | +1,200+11.4% | 加碼 |
| Pinnacle Holdings, LLC | 11,735 | $242.6 萬 | 1.02% | +28+0.2% | 加碼 |
| Trust Co of Vermont | 11,738 | $242.7 萬 | 0.15% | +7+0.1% | 加碼 |
| Viewpoint Capital Management LLC | 11,758 | $243.1 萬 | 1.76% | +11,758 | 新進 |
| Leavell Investment Management, Inc. | 11,775 | $243.4 萬 | 0.16% | −2,500−17.5% | 減碼 |
| Evercore Wealth Management, LLC | 11,777 | $243.5 萬 | 0.04% | −798−6.3% | 減碼 |
| MEMBERS Trust Co | 11,807 | $244.1 萬 | 0.07% | +428+3.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 11,821 | $244.3 萬 | 0.08% | −274−2.3% | 減碼 |
| Trustcore Financial Services, LLC | 11,829 | $244.5 萬 | 0.28% | −326−2.7% | 減碼 |
| Inscription Capital, LLC | 11,824 | $244.5 萬 | 0.67% | −235−1.9% | 減碼 |
| Kames Capital plc | 11,838 | $244.8 萬 | 0.03% | −3,498−22.8% | 減碼 |
| Segment Wealth Management, LLC | 11,907 | $246.2 萬 | 0.26% | −64−0.5% | 減碼 |
| Foster & Motley Inc | 11,946 | $247.0 萬 | 0.19% | −173−1.4% | 減碼 |
| Frontier Wealth Management LLC | 11,948 | $247.0 萬 | 0.16% | +593+5.2% | 加碼 |
| Private Trust Co NA | 11,983 | $247.7 萬 | 0.34% | −21−0.2% | 減碼 |
| Cambridge Advisors Inc. | 11,993 | $247.9 萬 | 0.56% | −155−1.3% | 減碼 |
| Profund Advisors LLC | 12,181 | $251.8 萬 | 0.08% | −431−3.4% | 減碼 |
| Savant Capital, LLC | 12,192 | $252.1 萬 | 0.08% | −1,158−8.7% | 減碼 |
| Strategic Capital Advisers, Inc. | 12,196 | $252.1 萬 | 1.81% | +292+2.5% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 12,233 | $252.9 萬 | 0.49% | +340+2.9% | 加碼 |
| Douglass Winthrop Advisors, LLC | 12,245 | $253.2 萬 | 0.06% | 00.0% | 不變 |
| Cigna Investments Inc | 12,289 | $254.0 萬 | 0.20% | −4,525−26.9% | 減碼 |
| Waycross Partners, LLC | 12,284 | $254.0 萬 | 1.45% | +402+3.4% | 加碼 |
| Moody National Bank Trust Division | 12,293 | $254.2 萬 | 0.08% | −31,440−71.9% | 減碼 |
| Mizuho Securities USA LLC | 12,362 | $255.6 萬 | 0.23% | −1,056−7.9% | 減碼 |
| Lowe Brockenbrough & Co Inc | 12,411 | $256.6 萬 | 0.19% | −155−1.2% | 減碼 |
| Lincoln National Corp | 12,468 | $257.8 萬 | 0.05% | −2,412−16.2% | 減碼 |
| Azimuth Capital Management LLC | 12,481 | $258.0 萬 | 0.10% | −240−1.9% | 減碼 |
| Barbara Oil Co. | 12,500 | $258.4 萬 | 1.12% | 00.0% | 不變 |
| Viking Fund Management LLC | 12,500 | $258.4 萬 | 0.68% | +7,000+127.3% | 加碼 |
| Wright Investors Service Inc | 12,520 | $258.8 萬 | 0.65% | +12,520 | 新進 |
| Providence Wealth Advisors, LLC | 11,554 | $260.1 萬 | 1.63% | −19−0.2% | 減碼 |
| TownSquare Capital, LLC | 12,600 | $260.4 萬 | 0.07% | +9,353+288.1% | 加碼 |
| IndexIQ Advisors LLC | 12,602 | $260.5 萬 | 0.09% | +319+2.6% | 加碼 |
| Guyasuta Investment Advisors Inc | 12,733 | $263.2 萬 | 0.17% | +30+0.2% | 加碼 |
| Redpoint Investment Management Pty Ltd | 12,755 | $263.7 萬 | 0.21% | +108+0.9% | 加碼 |
| Mission Creek Capital Partners, Inc. | 12,767 | $263.9 萬 | 0.52% | 00.0% | 不變 |
| Greenleaf Trust | 12,786 | $264.3 萬 | 0.03% | +1,109+9.5% | 加碼 |