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 |
|---|---|---|---|---|---|
| Northwest Investment Counselors, LLC | 26,227 | $542.2 萬 | 1.33% | +1,151+4.6% | 加碼 |
| Tiaa, FSB | 26,600 | $549.9 萬 | 0.02% | −1,231−4.4% | 減碼 |
| First Financial Bank - Trust Division | 26,719 | $552.4 萬 | 0.56% | +287+1.1% | 加碼 |
| Simmons Bank | 26,860 | $555.3 萬 | 0.39% | +1,449+5.7% | 加碼 |
| Koshinski Asset Management, Inc. | 26,869 | $555.5 萬 | 0.45% | −1,184−4.2% | 減碼 |
| Farmers & Merchants Investments Inc | 26,876 | $555.6 萬 | 0.21% | −970−3.5% | 減碼 |
| Cetera Advisors LLC | 26,969 | $557.6 萬 | 0.11% | −3,481−11.4% | 減碼 |
| Kinneret Advisory, LLC | 27,113 | $560.5 萬 | 0.58% | 00.0% | 不變 |
| Swarthmore Group Inc | 27,271 | $563.8 萬 | 1.34% | −9,388−25.6% | 減碼 |
| Ossiam | 27,491 | $568.3 萬 | 0.15% | +23,556+598.6% | 加碼 |
| Sigma Investment Counselors Inc | 27,649 | $571.6 萬 | 0.40% | −298−1.1% | 減碼 |
| Regentatlantic Capital LLC | 27,759 | $573.9 萬 | 0.16% | +753+2.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 27,847 | $575.7 萬 | 0.28% | +3,427+14.0% | 加碼 |
| American National Bank | 27,971 | $578.3 萬 | 1.13% | +1,854+7.1% | 加碼 |
| Spinnaker Trust | 27,989 | $578.6 萬 | 0.37% | 00.0% | 不變 |
| Vantis Investment Advisers L.P. | 28,100 | $580.9 萬 | 6.02% | −500−1.7% | 減碼 |
| Geneos Wealth Management Inc. | 28,150 | $581.9 萬 | 0.22% | +139+0.5% | 加碼 |
| Capital International Ltd | 28,151 | $582.0 萬 | 0.30% | −188−0.7% | 減碼 |
| Kanawha Capital Management LLC | 28,342 | $585.9 萬 | 0.50% | +960+3.5% | 加碼 |
| Welch Group, LLC | 28,416 | $587.5 萬 | 0.34% | +2,284+8.7% | 加碼 |
| Qube Research & Technologies Ltd | 28,422 | $587.6 萬 | 0.05% | +1,453+5.4% | 加碼 |
| Silverleafe Capital Partners, LLC | 28,678 | $592.9 萬 | 2.15% | +1,112+4.0% | 加碼 |
| Sandbar Asset Management LLP | 28,684 | $593.0 萬 | 2.96% | +28,684 | 新進 |
| Eagle Global Advisors LLC | 28,901 | $597.5 萬 | 0.38% | +350+1.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 29,318 | $597.5 萬 | 0.09% | +11,605+65.5% | 加碼 |
| Virginia Retirement Systems Et Al | 29,000 | $599.5 萬 | 0.06% | +18,700+181.6% | 加碼 |
| Prospera Financial Services Inc | 29,122 | $602.3 萬 | 0.26% | +2,316+8.6% | 加碼 |
| Synovus Financial Corp | 29,572 | $611.3 萬 | 0.06% | +4,017+15.7% | 加碼 |
| Pacer Advisors, Inc. | 29,792 | $615.9 萬 | 0.06% | −576−1.9% | 減碼 |
| Welch & Forbes LLC | 29,824 | $616.6 萬 | 0.09% | −160−0.5% | 減碼 |
| Essex Investment Management Co LLC | 29,843 | $617.0 萬 | 0.71% | +4,013+15.5% | 加碼 |
| Advisory Services Network, LLC | 30,263 | $625.7 萬 | 0.18% | −2,998−9.0% | 減碼 |
| Oak Harvest Investment Services | 30,309 | $626.6 萬 | 1.56% | +2,884+10.5% | 加碼 |
| Bogart Wealth, LLC | 30,497 | $630.5 萬 | 0.57% | +1,792+6.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 31,194 | $644.3 萬 | 0.06% | +577+1.9% | 加碼 |
| Consolidated Capital Management, LLC | 31,651 | $654.4 萬 | 2.90% | +296+0.9% | 加碼 |
| Cannell Peter B & Co Inc | 31,769 | $656.8 萬 | 0.19% | −100−0.3% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 31,813 | $657.7 萬 | 0.53% | +711+2.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 31,828 | $658.0 萬 | 0.24% | +27+0.1% | 加碼 |
| Dodge & Cox | 31,957 | $660.7 萬 | 0.00% | −3,422−9.7% | 減碼 |
| Knuff & Co LLC | 32,219 | $666.1 萬 | 2.06% | +19+0.1% | 加碼 |
| Kentucky Retirement Systems | 32,492 | $671.7 萬 | 0.27% | +324+1.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 32,962 | $681.5 萬 | 0.12% | −2,725−7.6% | 減碼 |
| Zurich Insurance Group Ltd | 32,968 | $681.6 萬 | 0.08% | −406,956−92.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 33,200 | $686.4 萬 | 0.01% | +33,200 | 新進 |
| New Mexico Educational Retirement Board | 33,402 | $690.6 萬 | 0.23% | −2,400−6.7% | 減碼 |
| Cresset Asset Management, LLC | 33,491 | $692.4 萬 | 0.07% | +4,993+17.5% | 加碼 |
| Inverness Counsel LLC | 33,713 | $697.0 萬 | 0.26% | −23,688−41.3% | 減碼 |
| Banque Cantonale Vaudoise | 33,757 | $697.9 萬 | 0.27% | −780−2.3% | 減碼 |
| CBOE Vest Financial, LLC | 33,890 | $700.6 萬 | 1.52% | +8,809+35.1% | 加碼 |
| Louisiana State Employees Retirement System | 33,900 | $700.8 萬 | 0.15% | −200−0.6% | 減碼 |
| Salem Investment Counselors Inc | 33,933 | $701.5 萬 | 0.24% | +2,134+6.7% | 加碼 |
| Shelter Mutual Insurance Co | 34,200 | $707.1 萬 | 1.83% | 00.0% | 不變 |
| Zenyatta Capital Management LP | 35,000 | $723.6 萬 | 2.72% | +35,000 | 新進 |
| Walleye Trading LLC | 35,075 | $725.1 萬 | 0.12% | +17,925+104.5% | 加碼 |
| Anderson Hoagland & Co | 33,964 | $728.0 萬 | 0.95% | −551−1.6% | 減碼 |
| Parsons Capital Management Inc | 35,487 | $733.7 萬 | 0.53% | −160.0% | 減碼 |
| Gluskin Sheff & Assoc Inc | 35,557 | $735.1 萬 | 0.30% | +297+0.8% | 加碼 |
| Wolverine Trading, LLC | 35,764 | $737.0 萬 | 0.10% | −1,546−4.1% | 減碼 |
| Snowden Capital Advisors LLC | 35,779 | $739.7 萬 | 0.38% | +163+0.5% | 加碼 |
| Brookstone Capital Management | 33,114 | $742.4 萬 | 0.13% | +2,886+9.5% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 36,468 | $753.9 萬 | 0.82% | +1,388+4.0% | 加碼 |
| Noesis Capital Mangement Corp | 36,985 | $764.6 萬 | 1.54% | −4,677−11.2% | 減碼 |
| Sigma Planning Corp | 37,202 | $769.1 萬 | 0.22% | −5,371−12.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 37,229 | $769.7 萬 | 0.04% | −30,319−44.9% | 減碼 |
| Capital International Inc | 37,698 | $779.4 萬 | 0.07% | −10,191−21.3% | 減碼 |
| Allied Investment Advisors, LLC | 38,063 | $786.9 萬 | 2.69% | +1,573+4.3% | 加碼 |
| Churchill Management Corp | 38,085 | $787.4 萬 | 0.11% | +104+0.3% | 加碼 |
| Atwater Malick LLC | 38,140 | $788.5 萬 | 3.66% | +793+2.1% | 加碼 |
| Pittenger & Anderson Inc | 38,848 | $803.1 萬 | 0.37% | +10,000+34.7% | 加碼 |
| Hantz Financial Services, Inc. | 39,098 | $808.3 萬 | 0.23% | +2,651+7.3% | 加碼 |
| Permanens Capital L.P. | 39,278 | $812.0 萬 | 1.28% | 00.0% | 不變 |
| McRae Capital Management Inc | 39,742 | $821.6 萬 | 1.71% | +2,016+5.3% | 加碼 |
| Dowling & Yahnke LLC | 40,156 | $830.2 萬 | 0.40% | −171−0.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 40,383 | $834.9 萬 | 0.07% | −1,267−3.0% | 減碼 |
| Capital Investment Advisors, LLC | 40,835 | $844.2 萬 | 0.26% | +1,445+3.7% | 加碼 |
| Prio Wealth Limited Partnership | 41,063 | $848.9 萬 | 0.26% | −120−0.3% | 減碼 |
| Charter Trust Co | 41,535 | $858.7 萬 | 0.73% | −1,551−3.6% | 減碼 |
| Elo Mutual Pension Insurance Co | 41,600 | $860.0 萬 | 0.24% | +3,438+9.0% | 加碼 |
| Callahan Advisors, LLC | 41,606 | $860.2 萬 | 0.97% | +3,238+8.4% | 加碼 |
| Maryland State Retirement & Pension System | 41,799 | $864.2 萬 | 0.23% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 42,131 | $871.0 萬 | 0.23% | −6,036−12.5% | 減碼 |
| Twin Tree Management, LP | 42,195 | $872.3 萬 | 0.21% | +42,195 | 新進 |
| AAFMAA Wealth Management & Trust LLC | 42,195 | $872.3 萬 | 3.80% | +42,195 | 新進 |
| Acadian Asset Management LLC | 42,988 | $888.2 萬 | 0.03% | −4,126−8.8% | 減碼 |
| Culbertson A N & Co Inc | 42,979 | $888.5 萬 | 1.67% | +455+1.1% | 加碼 |
| Erste Asset Management GmbH | 43,209 | $894.5 萬 | 0.16% | −1,727−3.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 43,275 | $894.6 萬 | 0.02% | −4,271−9.0% | 減碼 |
| First American Trust, FSB | 43,308 | $895.4 萬 | 1.22% | +1,083+2.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 43,504 | $899.4 萬 | 0.14% | +1,745+4.2% | 加碼 |
| Worldquant Millennium Advisors LLC | 43,537 | $900.1 萬 | 0.18% | −3,189−6.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 44,385 | $917.6 萬 | 0.10% | −99,707−69.2% | 減碼 |
| Securian Asset Management, Inc | 44,709 | $924.3 萬 | 0.17% | −1,774−3.8% | 減碼 |
| Allstate Corp | 44,871 | $927.7 萬 | 0.18% | +33,005+278.1% | 加碼 |
| American Assets Investment Management, LLC | 45,000 | $930.3 萬 | 1.00% | 00.0% | 不變 |
| Greenwood Gearhart Inc | 45,022 | $930.8 萬 | 1.28% | +2,138+5.0% | 加碼 |
| Clifford Swan Investment Counsel LLC | 45,272 | $936.0 萬 | 0.33% | +1,377+3.1% | 加碼 |
| Wealthfront Advisers LLC | 45,301 | $936.6 萬 | 0.04% | +8,120+21.8% | 加碼 |
| Andra AP-fonden | 45,500 | $940.7 萬 | 0.19% | −6,700−12.8% | 減碼 |
| Davenport & Co LLC | 45,953 | $950.0 萬 | 0.06% | −105−0.2% | 減碼 |