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 | 3,772 | $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 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| LGT Group Foundation | 12,905 | $266.8 萬 | 0.07% | +12,905 | 新進 |
| Brinker Capital Investments, LLC | 12,955 | $267.8 萬 | 0.04% | −13,193−50.5% | 減碼 |
| Bailard, Inc. | 12,983 | $268.4 萬 | 0.09% | +29+0.2% | 加碼 |
| Ally Financial Inc. | 13,000 | $268.8 萬 | 0.25% | 00.0% | 不變 |
| Trust Co of Toledo NA | 13,034 | $269.5 萬 | 0.40% | +56+0.4% | 加碼 |
| OPSEU Pension Plan Trust Fund | 12,639 | $269.5 萬 | 0.61% | +1,892+17.6% | 加碼 |
| Slow Capital, Inc. | 13,057 | $269.9 萬 | 0.46% | +264+2.1% | 加碼 |
| Valeo Financial Advisors, LLC | 13,063 | $270.1 萬 | 0.15% | −396−2.9% | 減碼 |
| F3Logic, LLC | 13,279 | $270.5 萬 | 0.32% | −516−3.7% | 減碼 |
| Hixon Zuercher, LLC | 13,125 | $271.3 萬 | 1.36% | +877+7.2% | 加碼 |
| HAP Trading, LLC | 13,143 | $271.7 萬 | 0.19% | +13,143 | 新進 |
| Logan Capital Management Inc | 13,215 | $273.2 萬 | 0.12% | +10.0% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 13,226 | $273.7 萬 | 0.13% | −595−4.3% | 減碼 |
| Ogorek Anthony Joseph | 13,249 | $273.9 萬 | 1.17% | +8+0.1% | 加碼 |
| Richard Bernstein Advisors LLC | 13,294 | $274.8 萬 | 0.05% | +13,294 | 新進 |
| Arrow Financial Corp | 13,292 | $274.9 萬 | 0.33% | +7,688+137.2% | 加碼 |
| Kinloch Capital, LLC | 13,378 | $276.6 萬 | 1.71% | +2,532+23.3% | 加碼 |
| BLB&B Advisors, LLC | 13,398 | $277.0 萬 | 0.18% | −1,982−12.9% | 減碼 |
| Prudential PLC | 13,508 | $279.3 萬 | 0.04% | +13,508 | 新進 |
| NEIRG Wealth Management, LLC | 13,551 | $280.1 萬 | 0.54% | +13,551 | 新進 |
| Mitchell Capital Management Co | 13,574 | $280.6 萬 | 0.57% | +274+2.1% | 加碼 |
| Wetherby Asset Management Inc | 13,574 | $280.6 萬 | 0.16% | +453+3.5% | 加碼 |
| Cerity Partners LLC | 13,624 | $281.9 萬 | 0.04% | +4,500+49.3% | 加碼 |
| Griffin Asset Management, Inc. | 13,712 | $283.5 萬 | 0.35% | −1,865−12.0% | 減碼 |
| South Dakota Investment Council | 13,745 | $284.2 萬 | 0.05% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 13,749 | $284.2 萬 | 0.99% | +328+2.4% | 加碼 |
| Blue Edge Capital, LLC | 13,807 | $285.4 萬 | 0.55% | 00.0% | 不變 |
| Investment Management of Virginia LLC | 13,812 | $285.5 萬 | 0.46% | −78−0.6% | 減碼 |
| Money Concepts Capital Corp | 13,868 | $286.7 萬 | 0.24% | +13,868 | 新進 |
| Oak Harbor Wealth Partners, LLC | 13,874 | $286.8 萬 | 0.99% | +13,874 | 新進 |
| KG&L Capital Management,LLC | 13,915 | $287.7 萬 | 1.16% | +1,882+15.6% | 加碼 |
| HC Financial Advisors Inc | 13,946 | $288.3 萬 | 1.60% | +10.0% | 加碼 |
| Stoneridge Investment Partners LLC | 14,008 | $289.6 萬 | 1.34% | +7,033+100.8% | 加碼 |
| K.J. Harrison & Partners Inc | 14,000 | $289.9 萬 | 0.41% | 00.0% | 不變 |
| Capital International Sarl | 14,072 | $290.9 萬 | 0.14% | +11,240+396.9% | 加碼 |
| Laurion Capital Management LP | 14,106 | $291.6 萬 | 0.05% | −324,991−95.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 14,180 | $293.1 萬 | 0.06% | −304−2.1% | 減碼 |
| Iowa State Bank | 14,215 | $293.9 萬 | 0.69% | +59+0.4% | 加碼 |
| North Star Investment Management Corp. | 14,215 | $293.9 萬 | 0.21% | +435+3.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,228 | $294.1 萬 | 0.27% | −150−1.0% | 減碼 |
| Country Club Trust Company, n.a. | 14,451 | $297.8 萬 | 0.23% | −43−0.3% | 減碼 |
| EagleClaw Capital Managment, LLC | 14,588 | $301.6 萬 | 0.66% | +100+0.7% | 加碼 |
| Webster Bank, N. A. | 14,618 | $302.2 萬 | 0.31% | +129+0.9% | 加碼 |
| CWM, LLC | 14,692 | $303.7 萬 | 0.02% | +14,692 | 新進 |
| McMillion Capital Management Inc | 14,792 | $305.8 萬 | 1.65% | −117−0.8% | 減碼 |
| FIL Ltd | 14,847 | $306.9 萬 | 0.00% | −27−0.2% | 減碼 |
| Cutler Group LP | 14,965 | $309.3 萬 | 0.21% | +1,814+13.8% | 加碼 |
| Avidian Wealth Solutions, LLC | 14,986 | $309.8 萬 | 0.20% | +143+1.0% | 加碼 |
| RBF Capital, LLC | 15,000 | $310.1 萬 | 0.19% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $310.1 萬 | 0.80% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 15,011 | $310.3 萬 | 0.20% | +12+0.1% | 加碼 |
| Brown Brothers Harriman & Co | 15,022 | $310.6 萬 | 0.02% | −795−5.0% | 減碼 |
| DT Investment Partners, LLC | 15,079 | $311.8 萬 | 0.41% | −581−3.7% | 減碼 |
| Roundview Capital LLC | 15,095 | $312.1 萬 | 0.31% | +126+0.8% | 加碼 |
| Lido Advisors, LLC | 15,196 | $314.1 萬 | 0.06% | −332−2.1% | 減碼 |
| Eukles Asset Management | 15,235 | $315.0 萬 | 1.52% | +362+2.4% | 加碼 |
| Paloma Partners Management Co | 15,250 | $315.3 萬 | 0.10% | +15,250 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 15,319 | $316.7 萬 | 1.84% | −143−0.9% | 減碼 |
| Gould Capital, LLC | 15,379 | $317.9 萬 | 2.22% | +15,379 | 新進 |
| Sandy Spring Bank | 15,386 | $318.1 萬 | 0.15% | +814+5.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 15,461 | $319.7 萬 | 0.07% | +738+5.0% | 加碼 |
| Financial Sense Advisors, Inc. | 15,484 | $320.1 萬 | 1.11% | +15,484 | 新進 |
| Graticule Asia Macro Advisors LLC | 15,500 | $320.4 萬 | 1.49% | +15,500 | 新進 |
| Monument Capital Management | 15,521 | $320.9 萬 | 1.00% | −2,038−11.6% | 減碼 |
| Raymond James Trust N.A. | 15,615 | $322.8 萬 | 0.10% | −2,848−15.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 15,827 | $327.2 萬 | 0.04% | +618+4.1% | 加碼 |
| Aigen Investment Management, LP | 16,284 | $327.3 萬 | 0.20% | +16,284 | 新進 |
| LeJeune Puetz Investment Counsel LLC | 15,956 | $329.9 萬 | 1.11% | +300+1.9% | 加碼 |
| First Midwest Bank Trust Division | 15,976 | $330.2 萬 | 0.43% | −28−0.2% | 減碼 |
| Bank of the West | 16,001 | $330.8 萬 | 0.31% | +597+3.9% | 加碼 |
| TCI Wealth Advisors, Inc. | 16,007 | $330.9 萬 | 0.49% | −430−2.6% | 減碼 |
| Next Century Growth Investors LLC | 16,095 | $332.7 萬 | 0.30% | −10−0.1% | 減碼 |
| Ci Investments Inc. | 16,390 | $338.8 萬 | 0.01% | −810−4.7% | 減碼 |
| Essex Financial Services, Inc. | 16,406 | $339.2 萬 | 0.34% | +1,147+7.5% | 加碼 |
| Credit Agricole S A | 16,508 | $341.2 萬 | 0.11% | −2,421−12.8% | 減碼 |
| Malaga Cove Capital, LLC | 16,569 | $342.5 萬 | 1.35% | −200−1.2% | 減碼 |
| Abbrea Capital, LLC | 16,566 | $342.5 萬 | 0.46% | +95+0.6% | 加碼 |
| Intact Investment Management Inc. | 16,600 | $343.2 萬 | 0.09% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 16,651 | $344.3 萬 | 0.25% | +2,302+16.0% | 加碼 |
| Costello Asset Management, INC | 16,759 | $346.5 萬 | 2.12% | +11,560+222.4% | 加碼 |
| Silvercrest Asset Management Group LLC | 16,842 | $348.2 萬 | 0.02% | +15+0.1% | 加碼 |
| Monetary Management Group Inc | 16,892 | $349.2 萬 | 0.86% | +75+0.4% | 加碼 |
| Stillwater Investment Management, LLC | 16,996 | $351.4 萬 | 0.86% | −88−0.5% | 減碼 |
| Pallas Capital Advisors LLC | 16,434 | $351.8 萬 | 0.43% | −2,233−12.0% | 減碼 |
| Canandaigua National Corp | 17,016 | $351.8 萬 | 0.52% | −92−0.5% | 減碼 |
| Ambassador Advisors, LLC | 17,026 | $352.0 萬 | 0.67% | −9,877−36.7% | 減碼 |
| Ellsworth Advisors, LLC | 17,110 | $353.7 萬 | 1.31% | +3,237+23.3% | 加碼 |
| Ethic Inc. | 17,237 | $356.4 萬 | 0.27% | +7,415+75.5% | 加碼 |
| FRG Family Wealth Advisors LLC | 17,261 | $356.9 萬 | 0.67% | +3,117+22.0% | 加碼 |
| Palladium Partners LLC | 17,277 | $357.2 萬 | 0.15% | −850−4.7% | 減碼 |
| Shelton Capital Management | 17,343 | $358.5 萬 | 0.13% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 17,386 | $359.4 萬 | 0.14% | −825−4.5% | 減碼 |
| Twin Capital Management Inc | 17,488 | $361.5 萬 | 0.36% | −830−4.5% | 減碼 |
| Drexel Morgan & Co. | 17,522 | $362.2 萬 | 1.05% | 00.0% | 不變 |
| Mutual Advisors, LLC | 17,591 | $363.7 萬 | 0.19% | +359+2.1% | 加碼 |
| HB Wealth Management, LLC | 17,610 | $364.1 萬 | 0.07% | +17,610 | 新進 |
| Loveless Wealth Management LLC | 17,615 | $364.2 萬 | 2.00% | +30+0.2% | 加碼 |
| Financial & Tax Architects, LLC | 17,689 | $365.7 萬 | 1.49% | +1,631+10.2% | 加碼 |
| Terry L. Blaker | 17,837 | $368.8 萬 | 0.28% | +13+0.1% | 加碼 |
| Cornerstone Wealth Group, LLC | 17,860 | $369.2 萬 | 0.63% | +959+5.7% | 加碼 |