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 | 3,023 | $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 |
|---|---|---|---|---|---|
| Wimmer Associates 1, LLC | 2,291 | $47.4 萬 | 0.25% | +29+1.3% | 加碼 |
| Alan B. Lancz & Associates, Inc. | 2,292 | $47.4 萬 | 0.41% | +2,292 | 新進 |
| Regent Investment Management LLC | 2,300 | $47.6 萬 | 0.10% | 00.0% | 不變 |
| First Affirmative Financial Network | 2,305 | $47.6 萬 | 0.43% | +190+9.0% | 加碼 |
| Mechanics Financial Corp | 2,300 | $47.6 萬 | 0.23% | +2,300 | 新進 |
| Astrantus Ltd | 2,300 | $47.6 萬 | 0.36% | +2,300 | 新進 |
| Missouri Trust & Investment Co | 2,309 | $47.7 萬 | 0.28% | +2,309 | 新進 |
| Wealthsource Partners, LLC | 2,313 | $47.8 萬 | 0.04% | −880−27.6% | 減碼 |
| Montag A & Associates Inc | 2,315 | $47.9 萬 | 0.02% | 00.0% | 不變 |
| Summit Financial Strategies, Inc. | 2,320 | $48.0 萬 | 0.09% | −1,089−31.9% | 減碼 |
| Acorn Wealth Advisors, LLC | 2,320 | $48.0 萬 | 0.30% | +11+0.5% | 加碼 |
| Virtu Financial LLC | 2,327 | $48.1 萬 | 0.05% | −8,830−79.1% | 減碼 |
| W Advisors, LLC | 2,334 | $48.2 萬 | 0.36% | +2,334 | 新進 |
| Wayfinding Financial, LLC | 2,278 | $48.3 萬 | 0.39% | +2,278 | 新進 |
| Summit Wealth Partners, LLC | 2,343 | $48.4 萬 | 0.10% | 00.0% | 不變 |
| Rockland Trust Co | 2,348 | $48.6 萬 | 0.03% | +503+27.3% | 加碼 |
| Garner Asset Management Corp | 2,359 | $48.8 萬 | 0.20% | 00.0% | 不變 |
| Van Cleef Asset Management,Inc | 2,370 | $49.0 萬 | 0.07% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 2,411 | $49.2 萬 | 0.41% | +62+2.6% | 加碼 |
| Marcum Wealth, LLC | 2,386 | $49.3 萬 | 0.07% | −524−18.0% | 減碼 |
| Pitcairn Co | 2,386 | $49.3 萬 | 0.03% | −146−5.8% | 減碼 |
| Hills Bank & Trust Co | 2,389 | $49.4 萬 | 0.07% | −75−3.0% | 減碼 |
| Day & Ennis, LLC | 2,394 | $49.5 萬 | 0.16% | +218+10.0% | 加碼 |
| Ocean Capital Management, LLC | 2,400 | $49.6 萬 | 0.19% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 2,402 | $49.7 萬 | 0.08% | +40+1.7% | 加碼 |
| Shepherd Financial Partners LLC | 2,400 | $50.0 萬 | 0.09% | +102+4.4% | 加碼 |
| 9258 Wealth Management, LLC | 2,425 | $50.1 萬 | 0.11% | −97−3.8% | 減碼 |
| Mather Group, LLC. | 2,427 | $50.2 萬 | 0.01% | +134+5.8% | 加碼 |
| Platform Technology Partners | 2,440 | $50.4 萬 | 0.22% | +183+8.1% | 加碼 |
| First Citizens Financial Corp | 2,454 | $50.7 萬 | 0.37% | −12−0.5% | 減碼 |
| Proficio Capital Partners LLC | 2,455 | $50.7 萬 | 0.07% | +80+3.4% | 加碼 |
| Intersect Capital LLC | 2,463 | $50.9 萬 | 0.09% | −1,460−37.2% | 減碼 |
| Tarbox Family Office, Inc. | 2,464 | $50.9 萬 | 0.09% | 00.0% | 不變 |
| Cahaba Wealth Management, Inc. | 2,463 | $50.9 萬 | 0.07% | +68+2.8% | 加碼 |
| First National Bank of Hutchinson | 2,465 | $51.0 萬 | 0.29% | +72+3.0% | 加碼 |
| Bill Few Associates, Inc. | 2,474 | $51.2 萬 | 0.27% | +2,474 | 新進 |
| Claris Advisors, LLC | 2,479 | $51.3 萬 | 0.54% | +2,479 | 新進 |
| Trillium Asset Management, LLC | 2,489 | $51.5 萬 | 0.01% | +29+1.2% | 加碼 |
| Wedmont Private Capital | 2,269 | $51.5 萬 | 0.16% | +2,269 | 新進 |
| Concord Wealth Partners | 2,494 | $51.6 萬 | 0.13% | +1,015+68.6% | 加碼 |
| 180 Wealth Advisors, LLC | 2,416 | $51.7 萬 | 0.12% | +26+1.1% | 加碼 |
| Foundations Investment Advisors, LLC | 2,327 | $51.8 萬 | 0.02% | −99−4.1% | 減碼 |
| Wealth Effects LLC | 2,508 | $51.8 萬 | 0.21% | +2,508 | 新進 |
| Carret Asset Management, LLC | 2,512 | $51.9 萬 | 0.06% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2,573 | $51.9 萬 | 0.08% | +510+24.7% | 加碼 |
| Crescent Grove Advisors, LLC | 2,509 | $51.9 萬 | 0.05% | +1,123+81.0% | 加碼 |
| Barings LLC | 2,517 | $52.0 萬 | 0.01% | −2,172−46.3% | 減碼 |
| Bordeaux Wealth Advisors LLC | 2,513 | $52.0 萬 | 0.24% | +13+0.5% | 加碼 |
| Zhang Financial LLC | 2,516 | $52.0 萬 | 0.09% | +214+9.3% | 加碼 |
| Cozad Asset Management Inc | 2,521 | $52.1 萬 | 0.07% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 2,518 | $52.1 萬 | 0.14% | +651+34.9% | 加碼 |
| Source Financial Advisors LLC | 2,528 | $52.3 萬 | 0.14% | −10−0.4% | 減碼 |
| Bartlett & Co. LLC | 2,540 | $52.5 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,540 | $52.5 萬 | 0.01% | 00.0% | 不變 |
| Bath Savings Trust Co | 2,555 | $52.9 萬 | 0.06% | +165+6.9% | 加碼 |
| MONECO Advisors, LLC | 2,643 | $53.0 萬 | 0.20% | +50+1.9% | 加碼 |
| United Asset Strategies, Inc. | 2,565 | $53.0 萬 | 0.06% | +601+30.6% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 2,567 | $53.1 萬 | 0.10% | −61−2.3% | 減碼 |
| BOK Financial Private Wealth, Inc. | 2,568 | $53.1 萬 | 0.04% | +455+21.5% | 加碼 |
| J. W. Coons Advisors, LLC | 2,580 | $53.3 萬 | 0.16% | −996−27.9% | 減碼 |
| Hamilton Capital, LLC | 2,583 | $53.4 萬 | 0.04% | +2,583 | 新進 |
| Heritage Wealth Advisors | 2,586 | $53.5 萬 | 0.03% | 00.0% | 不變 |
| Fractal Investments LLC | 2,591 | $53.6 萬 | 0.19% | +2,591 | 新進 |
| LSV Asset Management | 2,600 | $53.8 萬 | 0.00% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 2,602 | $53.8 萬 | 0.05% | +2+0.1% | 加碼 |
| Perpetual Investment Management Ltd | 2,600 | $53.8 萬 | 0.06% | 00.0% | 不變 |
| Pine Haven Investment Counsel, Inc | 2,603 | $53.8 萬 | 0.50% | +2,603 | 新進 |
| Morse Asset Management, Inc | 2,614 | $54.0 萬 | 0.12% | +200+8.3% | 加碼 |
| Windsor Capital Management, LLC | 2,620 | $54.1 萬 | 0.16% | +10.0% | 加碼 |
| Kore Private Wealth LLC | 2,636 | $54.5 萬 | 0.07% | +40+1.5% | 加碼 |
| Insight Advisors, LLC | 2,650 | $54.8 萬 | 0.16% | −93−3.4% | 減碼 |
| All Season Financial Advisors, Inc. | 2,654 | $54.9 萬 | 0.38% | +2,654 | 新進 |
| Seelaus Asset Management LLC | 2,661 | $55.0 萬 | 0.30% | 00.0% | 不變 |
| Opes Wealth Management LLC | 2,666 | $55.1 萬 | 0.17% | 00.0% | 不變 |
| Corundum Group, Inc. | 2,664 | $55.1 萬 | 0.36% | +424+18.9% | 加碼 |
| Crawford Investment Counsel Inc | 2,678 | $55.4 萬 | 0.01% | −96−3.5% | 減碼 |
| AF Advisors, Inc. | 2,680 | $55.4 萬 | 0.32% | 00.0% | 不變 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,592 | $55.5 萬 | 0.23% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 2,684 | $55.5 萬 | 0.04% | −28−1.0% | 減碼 |
| Aspiriant, LLC | 2,690 | $55.5 萬 | 0.03% | +264+10.9% | 加碼 |
| First Heartland Consultants, Inc. | 2,691 | $55.6 萬 | 0.07% | +483+21.9% | 加碼 |
| Ferris Capital, LLC | 2,693 | $55.7 萬 | 0.12% | 00.0% | 不變 |
| Rossmore Private Capital | 2,693 | $55.7 萬 | 0.09% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 2,718 | $56.2 萬 | 0.05% | +461+20.4% | 加碼 |
| LCNB Corp | 2,717 | $56.2 萬 | 0.26% | +392+16.9% | 加碼 |
| Boston Financial Mangement LLC | 2,734 | $56.5 萬 | 0.02% | −125−4.4% | 減碼 |
| Toth Financial Advisory Corp | 2,733 | $56.5 萬 | 0.08% | −18−0.7% | 減碼 |
| Lifeworks Advisors, LLC | 2,731 | $56.5 萬 | 0.45% | +2,731 | 新進 |
| Landaas & Co | 2,751 | $56.9 萬 | 0.30% | 00.0% | 不變 |
| Latitude Advisors, LLC | 2,751 | $56.9 萬 | 0.16% | +53+2.0% | 加碼 |
| Benin Management CORP | 2,756 | $57.0 萬 | 0.17% | 00.0% | 不變 |
| Stephens Consulting, LLC | 2,761 | $57.1 萬 | 0.48% | +2,761 | 新進 |
| Parsec Financial Management, Inc. | 2,763 | $57.1 萬 | 0.02% | 00.0% | 不變 |
| Taylor Hoffman Wealth Management | 2,773 | $57.3 萬 | 0.22% | −25−0.9% | 減碼 |
| Verity Asset Management, Inc. | 2,773 | $57.3 萬 | 0.34% | +917+49.4% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,788 | $57.6 萬 | 0.16% | −324−10.4% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,805 | $57.7 萬 | 0.01% | −2,295−45.0% | 減碼 |
| Security National Bank | 2,797 | $57.8 萬 | 0.13% | 00.0% | 不變 |
| CPR Investments Inc. | 2,794 | $57.8 萬 | 0.41% | +2,794 | 新進 |
| Sound Financial Strategies Group, LLC | 2,801 | $57.9 萬 | 0.29% | −44−1.5% | 減碼 |