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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 17,989 | $370.7 萬 | 0.24% | +130+0.7% | 加碼 |
| Burney Co | 17,990 | $371.9 萬 | 0.16% | −121−0.7% | 減碼 |
| Central Bank & Trust Co | 18,205 | $376.4 萬 | 0.58% | −3,361−15.6% | 減碼 |
| Montgomery Investment Management Inc | 18,271 | $377.8 萬 | 1.27% | −250−1.3% | 減碼 |
| Aries Wealth Management | 18,294 | $378.2 萬 | 1.44% | 00.0% | 不變 |
| Stonnington Group, LLC | 17,215 | $378.6 萬 | 0.82% | +9,365+119.3% | 加碼 |
| Avantax Planning Partners, Inc. | 18,355 | $379.5 萬 | 0.16% | +546+3.1% | 加碼 |
| Great Lakes Advisors, LLC | 18,424 | $380.9 萬 | 0.06% | −153−0.8% | 減碼 |
| Physicians Financial Services, Inc. | 18,431 | $381.0 萬 | 1.41% | +67+0.4% | 加碼 |
| Sompo Asset Management Co., Ltd. | 18,580 | $384.1 萬 | 0.76% | −400−2.1% | 減碼 |
| Marketfield Asset Management LLC | 18,580 | $384.1 萬 | 2.90% | −321−1.7% | 減碼 |
| Hayek Kallen Investment Management | 18,835 | $389.4 萬 | 1.39% | +2,500+15.3% | 加碼 |
| Spire Wealth Management | 18,936 | $391.6 萬 | 0.09% | −1,068−5.3% | 減碼 |
| Freestone Capital Holdings, LLC | 18,967 | $392.1 萬 | 0.17% | +506+2.7% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 19,000 | $392.8 萬 | 3.75% | +19,000 | 新進 |
| Compagnie Lombard Odier SCmA | 19,155 | $396.1 萬 | 0.08% | +3,600+23.1% | 加碼 |
| Summitry LLC | 19,356 | $400.2 萬 | 0.23% | +159+0.8% | 加碼 |
| Searle & Co. | 19,364 | $400.3 萬 | 1.46% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 19,384 | $400.7 萬 | 0.15% | +19,384 | 新進 |
| Channing Capital Management, LLC | 19,420 | $401.5 萬 | 0.11% | −2,698−12.2% | 減碼 |
| Massmutual Trust Co FSB | 19,467 | $402.5 萬 | 0.15% | +1,097+6.0% | 加碼 |
| Asset Dedication, LLC | 19,561 | $403.9 萬 | 0.49% | +2,444+14.3% | 加碼 |
| Colonial Trust Advisors | 19,573 | $404.7 萬 | 0.45% | −75−0.4% | 減碼 |
| Equitable Trust Co | 19,586 | $404.9 萬 | 0.25% | +1,674+9.3% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 19,722 | $407.7 萬 | 0.90% | +294+1.5% | 加碼 |
| Crestwood Advisors Group LLC | 19,732 | $407.9 萬 | 0.11% | +23+0.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 19,757 | $408.4 萬 | 0.16% | +475+2.5% | 加碼 |
| People's United Financial, Inc. | 19,809 | $409.5 萬 | 0.10% | −2,672−11.9% | 減碼 |
| Mathes Company, Inc. | 19,838 | $410.1 萬 | 1.41% | −235−1.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 19,845 | $410.3 萬 | 0.43% | +429+2.2% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 19,917 | $411.8 萬 | 1.56% | +1,168+6.2% | 加碼 |
| Retirement Group, LLC | 19,929 | $412.0 萬 | 1.80% | +356+1.8% | 加碼 |
| Stonebridge Capital Management Inc | 19,937 | $412.2 萬 | 1.43% | −1,200−5.7% | 減碼 |
| THRC Management, LLC | 20,000 | $413.5 萬 | 0.75% | +20,000 | 新進 |
| BKD Wealth Advisors, LLC | 20,009 | $413.7 萬 | 0.17% | −26−0.1% | 減碼 |
| Family Legacy, Inc. | 18,888 | $415.4 萬 | 1.70% | +1,822+10.7% | 加碼 |
| Focus Financial Network, Inc. | 20,294 | $419.5 萬 | 0.61% | +1,987+10.9% | 加碼 |
| JustInvest LLC | 20,326 | $420.2 萬 | 0.25% | +11,615+133.3% | 加碼 |
| Caldwell Trust Co | 20,423 | $422.2 萬 | 0.49% | +260+1.3% | 加碼 |
| Northeast Investment Management | 20,489 | $423.6 萬 | 0.21% | +898+4.6% | 加碼 |
| Miracle Mile Advisors, LLC | 20,536 | $424.6 萬 | 0.17% | +7,646+59.3% | 加碼 |
| Bessemer Group Inc | 20,616 | $426.2 萬 | 0.01% | +4,720+29.7% | 加碼 |
| Fusion Capital, LLC | 20,629 | $426.5 萬 | 2.17% | +1,540+8.1% | 加碼 |
| Argyle Capital Management Inc. | 20,665 | $427.2 萬 | 1.33% | 00.0% | 不變 |
| Reliant Investment Management, LLC | 20,685 | $427.6 萬 | 1.76% | +2,082+11.2% | 加碼 |
| Bridge Creek Capital Management LLC | 20,745 | $428.9 萬 | 1.47% | +123+0.6% | 加碼 |
| Nomura Holdings Inc | 21,082 | $432.9 萬 | 0.02% | −25,785−55.0% | 減碼 |
| Community Bank, N.A. | 20,955 | $433.3 萬 | 0.50% | +350+1.7% | 加碼 |
| Brewin Dolphin Ltd | 21,017 | $434.5 萬 | 0.19% | −4,880−18.8% | 減碼 |
| Wesbanco Bank Inc | 21,055 | $435.3 萬 | 0.16% | +800+3.9% | 加碼 |
| Banque Pictet & Cie SA | 21,086 | $435.9 萬 | 0.03% | +16,808+392.9% | 加碼 |
| Boit C F David | 21,100 | $436.2 萬 | 2.77% | 00.0% | 不變 |
| Highland Capital Management, LLC | 21,100 | $436.2 萬 | 0.25% | −190−0.9% | 減碼 |
| Ieq Capital, LLC | 21,173 | $437.7 萬 | 0.10% | +2,211+11.7% | 加碼 |
| Ipswich Investment Management Co., Inc. | 21,209 | $438.5 萬 | 1.02% | −535−2.5% | 減碼 |
| Community Bank & Trust, Waco, Texas | 21,322 | $440.8 萬 | 1.30% | +564+2.7% | 加碼 |
| Principle Wealth Partners LLC | 21,332 | $441.0 萬 | 0.46% | +777+3.8% | 加碼 |
| Meridian Wealth Management, LLC | 21,614 | $446.8 萬 | 0.48% | +744+3.6% | 加碼 |
| Pinnacle Financial Partners Inc | 21,658 | $447.7 萬 | 0.14% | +13,691+171.8% | 加碼 |
| Signet Financial Management, LLC | 21,920 | $453.2 萬 | 0.69% | −530−2.4% | 減碼 |
| Paradiem, LLC | 22,499 | $453.5 萬 | 1.48% | −638−2.8% | 減碼 |
| City Holding Co | 24,491 | $459.4 萬 | 0.77% | +64+0.3% | 加碼 |
| AlphaCrest Capital Management LLC | 22,271 | $460.4 萬 | 0.17% | +9,943+80.7% | 加碼 |
| Veritable, L.P. | 22,281 | $460.6 萬 | 0.07% | +566+2.6% | 加碼 |
| Holloway Wealth Management, LLC | – | $461.3 萬 | 1.32% | – | – |
| Bank of Hawaii | 22,345 | $462.0 萬 | 0.24% | +19+0.1% | 加碼 |
| Biechele Royce Advisors | 22,364 | $462.4 萬 | 1.85% | −233−1.0% | 減碼 |
| Wedbush Securities Inc | 22,374 | $462.6 萬 | 0.20% | +130+0.6% | 加碼 |
| Avantax Advisory Services, Inc. | 22,450 | $464.2 萬 | 0.07% | +1,573+7.5% | 加碼 |
| Shell Asset Management Co | 22,566 | $466.5 萬 | 0.10% | +325+1.5% | 加碼 |
| Advisor Partners LLC | 22,646 | $468.1 萬 | 0.28% | +1,381+6.5% | 加碼 |
| Putnam Investments LLC | 22,819 | $471.8 萬 | 0.01% | −1,460−6.0% | 減碼 |
| Robbins Farley LLC | 22,828 | $471.9 萬 | 3.49% | +1,947+9.3% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 22,893 | $473.3 萬 | 0.01% | −6,847−23.0% | 減碼 |
| Moors & Cabot, Inc. | 22,924 | $473.9 萬 | 0.29% | +2,816+14.0% | 加碼 |
| NBT Bank N A | 22,941 | $474.2 萬 | 0.61% | −200−0.9% | 減碼 |
| Toroso Investments, LLC | 23,555 | $487.0 萬 | 0.15% | +18,213+340.9% | 加碼 |
| Cullinan Associates Inc | 23,632 | $488.6 萬 | 0.25% | +22,232+1,588.0% | 加碼 |
| Verition Fund Management LLC | 23,639 | $488.7 萬 | 0.06% | −52,737−69.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,666 | $489.3 萬 | 0.02% | +7,540+46.8% | 加碼 |
| Columbia Asset Management | 23,691 | $489.8 萬 | 1.00% | +502+2.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 23,751 | $491.0 萬 | 0.26% | −9,087−27.7% | 減碼 |
| Neville Rodie & Shaw Inc | 23,984 | $495.8 萬 | 0.35% | −2,570−9.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 24,336 | $503.1 萬 | 0.10% | −529−2.1% | 減碼 |
| L & S Advisors Inc | 24,361 | $503.6 萬 | 0.54% | +1,173+5.1% | 加碼 |
| Hartford Financial Management Inc. | 24,446 | $505.4 萬 | 1.18% | −100−0.4% | 減碼 |
| Monte Financial Group, LLC | 24,663 | $509.9 萬 | 2.68% | +2,658+12.1% | 加碼 |
| AXS Investments LLC | 24,800 | $512.7 萬 | 1.21% | +22,816+1,150.0% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 25,132 | $519.6 萬 | 0.25% | −648−2.5% | 減碼 |
| Fayez Sarofim & Co | 25,288 | $522.7 萬 | 0.02% | +1,987+8.5% | 加碼 |
| Coldstream Capital Management Inc | 25,312 | $523.3 萬 | 0.16% | −2,264−8.2% | 減碼 |
| Achmea Investment Management B.V. | 25,458 | $526.3 萬 | 0.25% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 25,839 | $534.2 萬 | 0.12% | −1,730−6.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 25,921 | $535.9 萬 | 0.24% | +4,925+23.5% | 加碼 |
| Aull & Monroe Investment Management Corp | 25,924 | $536.0 萬 | 2.39% | −475−1.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 25,945 | $536.4 萬 | 0.05% | +4,024+18.4% | 加碼 |
| Creative Financial Designs Inc | 26,016 | $537.9 萬 | 0.81% | +20,881+406.6% | 加碼 |
| RiverFront Investment Group, LLC | 26,165 | $540.9 萬 | 0.17% | +1,034+4.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 26,203 | $541.7 萬 | 0.16% | −415−1.6% | 減碼 |
| Independent Wealth Network Inc. | 26,213 | $541.9 萬 | 3.35% | +130+0.5% | 加碼 |