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 |
|---|---|---|---|---|---|
| Arbor Trust Wealth Advisors, LLC | 5,585 | $115.5 萬 | 0.67% | 00.0% | 不變 |
| Inspire Advisors, LLC | 5,581 | $115.4 萬 | 0.33% | +404+7.8% | 加碼 |
| Barber Financial Group, Inc. | 5,537 | $114.5 萬 | 0.14% | +36+0.7% | 加碼 |
| Adams Chetwood Wealth Management LLC | 5,533 | $114.4 萬 | 0.78% | +651+13.3% | 加碼 |
| Silverlake Wealth Management LLC | 5,513 | $114.0 萬 | 0.61% | +5,513 | 新進 |
| Jefferies Group LLC | 5,500 | $113.7 萬 | 0.02% | −14,180−72.1% | 減碼 |
| St Germain D J Co Inc | 5,502 | $113.7 萬 | 0.06% | −89−1.6% | 減碼 |
| Beech Hill Advisors, Inc. | 5,500 | $113.7 萬 | 0.43% | 00.0% | 不變 |
| High Falls Advisors, Inc | 5,501 | $113.7 萬 | 0.29% | +5+0.1% | 加碼 |
| Comerica Securities,inc. | 5,500 | $113.7 萬 | 0.07% | +86+1.6% | 加碼 |
| DFPG Investments, LLC | 5,249 | $113.7 萬 | 0.47% | +5,249 | 新進 |
| SOL Capital Management CO | 5,493 | $113.6 萬 | 0.21% | −10.0% | 減碼 |
| Van Strum & Towne Inc. | 5,484 | $113.4 萬 | 0.41% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 5,476 | $113.2 萬 | 0.01% | −2,256−29.2% | 減碼 |
| Rothschild Investment Corp | 5,470 | $113.1 萬 | 0.09% | 00.0% | 不變 |
| Independent Financial Group, LLC | 5,433 | $112.3 萬 | 0.09% | −534−8.9% | 減碼 |
| Personal Capital Advisors Corp | 5,533 | $112.2 萬 | 0.01% | +167+3.1% | 加碼 |
| Wolff Financial Management LLC | 5,413 | $111.9 萬 | 0.42% | +5,413 | 新進 |
| Checchi Capital Advisers, LLC | 5,409 | $111.8 萬 | 0.12% | +70+1.3% | 加碼 |
| EP Wealth Advisors, LLC | 5,403 | $111.7 萬 | 0.03% | +932+20.8% | 加碼 |
| HM Payson & Co | 5,390 | $111.4 萬 | 0.02% | −171−3.1% | 減碼 |
| Sawtooth Solutions, LLC | 5,384 | $111.4 萬 | 0.12% | +2,728+102.7% | 加碼 |
| Polar Asset Management Partners Inc. | 5,375 | $111.1 萬 | 0.01% | −312−5.5% | 減碼 |
| Eastern Bank | 5,377 | $111.1 萬 | 0.05% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 5,370 | $111.0 萬 | 0.74% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 5,371 | $111.0 萬 | 0.10% | +25+0.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 5,356 | $110.7 萬 | 0.09% | +336+6.7% | 加碼 |
| Quantinno Capital Management LP | 5,349 | $110.6 萬 | 0.20% | +5,349 | 新進 |
| Schnieders Capital Management LLC | 5,337 | $110.3 萬 | 0.26% | +250+4.9% | 加碼 |
| Donoghue Forlines LLC | 5,329 | $110.2 萬 | 0.19% | +5,329 | 新進 |
| CFM Wealth Partners LLC | 5,308 | $109.9 萬 | 0.25% | −223−4.0% | 減碼 |
| Tempus Wealth Planning, LLC | 5,300 | $109.6 萬 | 0.59% | 00.0% | 不變 |
| Graypoint LLC | 5,273 | $109.0 萬 | 0.11% | +275+5.5% | 加碼 |
| Csenge Advisory Group | 4,996 | $108.3 萬 | 0.10% | +598+13.6% | 加碼 |
| Los Angeles Capital Management LLC | 5,233 | $108.2 萬 | 0.00% | +2,226+74.0% | 加碼 |
| Institute for Wealth Management, LLC. | 5,187 | $107.2 萬 | 0.17% | −37−0.7% | 減碼 |
| Ritholtz Wealth Management | 5,152 | $106.5 萬 | 0.07% | +243+5.0% | 加碼 |
| RNC Capital Management LLC | 5,090 | $105.2 萬 | 0.05% | +240+4.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,091 | $105.2 萬 | 0.09% | +1,380+37.2% | 加碼 |
| Laidlaw Wealth Management LLC | 5,081 | $105.1 萬 | 0.17% | +5,081 | 新進 |
| Howland Capital Management LLC | 5,071 | $104.8 萬 | 0.05% | −20,058−79.8% | 減碼 |
| Castleview Partners, LLC | 215,009 | $104.0 萬 | 0.01% | +215,009 | 新進 |
| Good Life Advisors, LLC | 5,013 | $103.6 萬 | 0.13% | −7,565−60.1% | 減碼 |
| Sentry Investment Management LLC | 5,013 | $103.6 萬 | 0.27% | +719+16.7% | 加碼 |
| Quattro Financial Advisors LLC | 5,000 | $103.4 萬 | 0.37% | 00.0% | 不變 |
| HYA Advisors, Inc | 4,995 | $103.3 萬 | 0.37% | −4−0.1% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,993 | $103.2 萬 | 0.35% | +127+2.6% | 加碼 |
| Arkadios Wealth Advisors | 4,971 | $102.8 萬 | 0.14% | +358+7.8% | 加碼 |
| StoneX Group Inc. | 4,947 | $102.3 萬 | 0.12% | +1,949+65.0% | 加碼 |
| Forum Financial Management, LP | 4,931 | $101.9 萬 | 0.05% | +4,931 | 新進 |
| Nations Financial Group Inc, | 4,923 | $101.8 萬 | 0.13% | +457+10.2% | 加碼 |
| HighTower Trust Services, LTA | 4,917 | $101.7 萬 | 0.10% | +4,917 | 新進 |
| Kovack Advisors, Inc. | 4,913 | $101.6 萬 | 0.10% | −288−5.5% | 減碼 |
| Biltmore Family Office, LLC | 4,912 | $101.6 萬 | 0.19% | +500+11.3% | 加碼 |
| Byrne Asset Management LLC | 4,903 | $101.4 萬 | 0.66% | +4,903 | 新進 |
| Stamos Capital Partners, L.P. | 4,900 | $101.3 萬 | 0.47% | +4,900 | 新進 |
| Hilltop Holdings Inc. | 4,891 | $101.1 萬 | 0.11% | +1,100+29.0% | 加碼 |
| CPWM, LLC | 5,249 | $100.8 萬 | 0.08% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 4,875 | $100.8 萬 | 0.65% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 4,849 | $100.3 萬 | 0.02% | +270+5.9% | 加碼 |
| Stevens Capital Management LP | 4,832 | $99.9 萬 | 0.23% | −6,858−58.7% | 減碼 |
| Ingalls & Snyder LLC | 4,827 | $99.8 萬 | 0.05% | 00.0% | 不變 |
| Investment House LLC | 4,828 | $99.8 萬 | 0.06% | 00.0% | 不變 |
| Summit Financial Group Inc | 4,812 | $99.5 萬 | 0.32% | 00.0% | 不變 |
| Spectrum Asset Management, Inc. (NB/CA) | 4,810 | $99.4 萬 | 0.28% | +4,810 | 新進 |
| Metis Global Partners, LLC | 4,771 | $98.6 萬 | 0.27% | +4,771 | 新進 |
| Allen Capital Group, LLC | 4,764 | $98.5 萬 | 0.14% | +162+3.5% | 加碼 |
| Investment Partners, Ltd. | 4,756 | $98.3 萬 | 0.40% | +357+8.1% | 加碼 |
| RFG Advisory, LLC | 4,745 | $98.1 萬 | 0.07% | −99−2.0% | 減碼 |
| FourThought Financial, LLC | 4,744 | $98.1 萬 | 0.12% | −56−1.2% | 減碼 |
| IHT Wealth Management, LLC | 4,741 | $98.0 萬 | 0.07% | +269+6.0% | 加碼 |
| Trustmark National Bank Trust Department | 4,726 | $97.7 萬 | 0.07% | −400−7.8% | 減碼 |
| Garde Capital, Inc. | 4,728 | $97.7 萬 | 0.10% | +4+0.1% | 加碼 |
| Vigilant Capital Management, LLC | 4,728 | $97.7 萬 | 0.07% | +1,688+55.5% | 加碼 |
| Heck Capital Advisors, LLC | 4,722 | $97.6 萬 | 0.18% | −202−4.1% | 減碼 |
| Financial Architects, Inc | 4,713 | $97.4 萬 | 0.13% | −18−0.4% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,712 | $97.4 萬 | 0.32% | 00.0% | 不變 |
| Dixon Hubard Feinour & Brown Inc | 4,710 | $97.4 萬 | 0.09% | +708+17.7% | 加碼 |
| NorthRock Partners, LLC | 4,707 | $97.3 萬 | 0.07% | +1,128+31.5% | 加碼 |
| River Wealth Advisors LLC | 4,702 | $97.2 萬 | 0.15% | +3+0.1% | 加碼 |
| MBB Public Markets I LLC | 4,682 | $96.8 萬 | 0.02% | +4,682 | 新進 |
| Stone Point Wealth LLC | 4,646 | $96.4 萬 | 0.78% | +4,646 | 新進 |
| Jackson Square Capital, LLC | 4,652 | $96.2 萬 | 0.28% | −142−3.0% | 減碼 |
| Flaharty Asset Management, LLC | 4,635 | $95.8 萬 | 0.18% | 00.0% | 不變 |
| WD Rutherford LLC | 4,619 | $95.5 萬 | 0.48% | +150+3.4% | 加碼 |
| Echo Street Capital Management LLC | 4,621 | $95.5 萬 | 0.01% | +810+21.3% | 加碼 |
| Sequent Asset Management, LLC | 4,612 | $95.3 萬 | 0.52% | −1,890−29.1% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,597 | $95.0 萬 | 0.21% | +433+10.4% | 加碼 |
| Providence First Trust Co | 4,579 | $94.7 萬 | 0.43% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 4,576 | $94.6 萬 | 0.18% | −773−14.5% | 減碼 |
| Maltin Wealth Management, Inc. | 4,567 | $94.4 萬 | 0.57% | +4,567 | 新進 |
| City State Bank | 4,553 | $94.1 萬 | 0.58% | +4,553 | 新進 |
| Optimum Investment Advisors | 4,545 | $94.0 萬 | 0.37% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 4,546 | $94.0 萬 | 0.11% | +4,546 | 新進 |
| Northwest Quadrant Wealth Management, LLC | 4,534 | $93.7 萬 | 0.25% | −165−3.5% | 減碼 |
| Asset Allocation & Management Company, LLC | 4,527 | $93.6 萬 | 0.32% | +4,527 | 新進 |
| TKG Advisors, LLC | 4,526 | $93.6 萬 | 0.74% | +4,526 | 新進 |
| West Oak Capital, LLC | 4,520 | $93.4 萬 | 0.34% | +60+1.3% | 加碼 |
| Stonegate Investment Group, LLC | 4,519 | $93.4 萬 | 0.04% | +4,519 | 新進 |
| Patriot Investment Management Inc. | 4,487 | $92.7 萬 | 0.08% | −326−6.8% | 減碼 |