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 |
|---|---|---|---|---|---|
| Puzo Michael J | 4,475 | $92.5 萬 | 0.26% | +400+9.8% | 加碼 |
| Old West Investment Management, LLC | 4,458 | $92.1 萬 | 0.55% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 4,213 | $92.1 萬 | 0.22% | −38,000−90.0% | 減碼 |
| Hoey Investments, Inc | 4,444 | $91.9 萬 | 0.24% | −696−13.5% | 減碼 |
| Norris Financial Group, LLC | 4,441 | $91.8 萬 | 0.55% | −9−0.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,438 | $91.8 萬 | 0.03% | +174+4.1% | 加碼 |
| Grandview Asset Management LLC | 4,433 | $91.6 萬 | 0.37% | +4,433 | 新進 |
| Am Investment Strategies LLC | 4,408 | $91.1 萬 | 0.22% | −192−4.2% | 減碼 |
| Navellier & Associates Inc | 4,400 | $91.0 萬 | 0.13% | −300−6.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,359 | $90.1 萬 | 0.04% | −30−0.7% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 4,357 | $90.1 萬 | 0.09% | +679+18.5% | 加碼 |
| Burke & Herbert Bank & Trust Co | 4,348 | $89.9 萬 | 0.53% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 4,327 | $89.6 萬 | 0.02% | −2,423−35.9% | 減碼 |
| Westhampton Capital, LLC | 4,325 | $89.4 萬 | 0.55% | +460+11.9% | 加碼 |
| Hancock Whitney Investment Services Inc. | 4,316 | $89.4 萬 | 0.16% | +4,316 | 新進 |
| Financial Advisory Service, Inc. | 4,322 | $89.3 萬 | 0.08% | +1,962+83.1% | 加碼 |
| TD Ameritrade Investment Management, LLC | 4,308 | $89.1 萬 | 0.01% | −1,315−23.4% | 減碼 |
| Hancock Whitney Corp | 4,301 | $89.0 萬 | 0.03% | +524+13.9% | 加碼 |
| RS Crum Inc. | 4,305 | $89.0 萬 | 0.49% | +4,305 | 新進 |
| Sit Investment Associates Inc | 4,300 | $88.9 萬 | 0.02% | 00.0% | 不變 |
| Saybrook Capital | 4,300 | $88.9 萬 | 0.22% | +100+2.4% | 加碼 |
| Cladis Investment Advisory, LLC | 4,283 | $88.5 萬 | 0.71% | +4,283 | 新進 |
| Trust Co | 4,282 | $88.5 萬 | 0.21% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 4,277 | $88.4 萬 | 0.10% | +148+3.6% | 加碼 |
| Solstein Capital, LLC | 4,269 | $88.3 萬 | 0.53% | +195+4.8% | 加碼 |
| Menard Financial Group LLC | 4,267 | $88.2 萬 | 0.72% | −602−12.4% | 減碼 |
| Bridgefront Capital, LLC | 4,263 | $88.1 萬 | 0.85% | +4,263 | 新進 |
| JFS Wealth Advisors, LLC | 4,253 | $87.9 萬 | 0.08% | +43+1.0% | 加碼 |
| Cypress Capital Group | 4,247 | $87.8 萬 | 0.11% | −57−1.3% | 減碼 |
| Widmann Financial Services, Inc. | 4,237 | $87.6 萬 | 0.72% | +4,237 | 新進 |
| Adviser Investments LLC | 4,230 | $87.4 萬 | 0.06% | +23+0.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 4,227 | $87.4 萬 | 0.06% | +132+3.2% | 加碼 |
| Birch Hill Investment Advisors LLC | 4,214 | $87.1 萬 | 0.04% | +80+1.9% | 加碼 |
| Sutton Wealth Advisors Inc. | 4,210 | $87.0 萬 | 0.29% | +60+1.4% | 加碼 |
| Woodward Diversified Capital, LLC | 4,200 | $86.8 萬 | 0.51% | +112+2.7% | 加碼 |
| Southeast Asset Advisors Inc. | 4,177 | $86.4 萬 | 0.12% | +3+0.1% | 加碼 |
| Advisor Resource Council | 4,177 | $86.4 萬 | 0.07% | +2,999+254.6% | 加碼 |
| Lantz Financial LLC | 4,176 | $86.3 萬 | 0.40% | 00.0% | 不變 |
| BancorpSouth Bank | 4,173 | $86.3 萬 | 0.11% | 00.0% | 不變 |
| RMB Capital Management, LLC | 4,169 | $86.2 萬 | 0.03% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 4,157 | $85.9 萬 | 0.11% | +140+3.5% | 加碼 |
| Farmers National Bank | 4,136 | $85.5 萬 | 0.28% | +2,001+93.7% | 加碼 |
| Chicago Capital, LLC | 4,135 | $85.5 萬 | 0.03% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 4,117 | $85.1 萬 | 0.30% | +4,117 | 新進 |
| Fairview Capital Investment Management, LLC | 4,112 | $85.0 萬 | 0.05% | −80−1.9% | 減碼 |
| TRUE Private Wealth Advisors | 4,113 | $85.0 萬 | 0.12% | −10−0.2% | 減碼 |
| FinTrust Capital Advisors, LLC | 4,105 | $84.9 萬 | 0.20% | +5+0.1% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,110 | $84.9 萬 | 0.02% | +2,770+206.7% | 加碼 |
| Telos Capital Management, Inc. | 4,093 | $84.6 萬 | 0.11% | −6,815−62.5% | 減碼 |
| Kercheville Advisors, LLC | 4,075 | $84.2 萬 | 0.37% | −125−3.0% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 4,075 | $84.2 萬 | 0.64% | 00.0% | 不變 |
| Bridges Investment Management Inc | 4,050 | $83.7 萬 | 0.02% | 00.0% | 不變 |
| Montis Financial, LLC | 4,030 | $83.3 萬 | 0.60% | +505+14.3% | 加碼 |
| Washington Trust Co | 4,024 | $83.2 萬 | 0.03% | −3,135−43.8% | 減碼 |
| Resource Management, LLC | 4,017 | $83.0 萬 | 0.09% | −282−6.6% | 減碼 |
| Ballentine Partners, LLC | 4,014 | $83.0 萬 | 0.02% | +379+10.4% | 加碼 |
| Hudson Valley Investment Advisors Inc | 4,006 | $82.8 萬 | 0.13% | −126−3.0% | 減碼 |
| Birinyi Associates Inc | 4,000 | $82.7 萬 | 0.26% | −500−11.1% | 減碼 |
| Cim Investment Mangement Inc | 4,002 | $82.7 萬 | 0.25% | −74−1.8% | 減碼 |
| Laffer Tengler Investments | 4,000 | $82.7 萬 | 0.24% | +284+7.6% | 加碼 |
| Nwam LLC | 3,998 | $82.6 萬 | 0.07% | −649−14.0% | 減碼 |
| IVC Wealth Advisors LLC | 3,995 | $82.6 萬 | 0.53% | −115−2.8% | 減碼 |
| Werlinich Asset Management, LLC | 3,975 | $82.2 萬 | 0.60% | 00.0% | 不變 |
| Charles Schwab Trust Co | 3,973 | $82.1 萬 | 0.13% | −101−2.5% | 減碼 |
| Aspen Investment Management Inc | 3,958 | $81.8 萬 | 0.40% | −4−0.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 3,954 | $81.7 萬 | 0.18% | +262+7.1% | 加碼 |
| Xcel Wealth Management, LLC | 3,934 | $81.3 萬 | 0.21% | +101+2.6% | 加碼 |
| Alps Advisors Inc | 3,926 | $81.2 萬 | 0.01% | −99,794−96.2% | 減碼 |
| Woodstock Corp | 3,930 | $81.2 萬 | 0.09% | −505−11.4% | 減碼 |
| Old Mission Investment Co LLC | 3,867 | $80.0 萬 | 0.29% | +25+0.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,856 | $79.8 萬 | 0.16% | +420+12.2% | 加碼 |
| American National Registered Investment Advisor, Inc. | 3,853 | $79.7 萬 | 0.26% | −2−0.1% | 減碼 |
| SNS Financial Group, LLC | 3,841 | $79.4 萬 | 0.09% | −3−0.1% | 減碼 |
| Visionary Wealth Advisors | 3,841 | $79.4 萬 | 0.07% | +27+0.7% | 加碼 |
| DMG Group, LLC | 3,746 | $79.4 萬 | 0.68% | +3,746 | 新進 |
| Financial Planners of Cleveland, Inc. | 3,491 | $79.3 萬 | 0.32% | +3,491 | 新進 |
| Souders Financial Advisors | 3,826 | $79.1 萬 | 0.23% | +451+13.4% | 加碼 |
| Golden Green, Inc. | 3,819 | $79.0 萬 | 0.64% | +2,190+134.4% | 加碼 |
| Ancora Advisors, LLC | 3,814 | $78.9 萬 | 0.02% | +314+9.0% | 加碼 |
| Courier Capital LLC | 3,810 | $78.8 萬 | 0.07% | −149−3.8% | 減碼 |
| Cordasco Financial Network | 3,805 | $78.7 萬 | 0.49% | −159−4.0% | 減碼 |
| 44 Wealth Management LLC | 3,805 | $78.7 萬 | 0.27% | −92−2.4% | 減碼 |
| Capital Square, LLC | 3,583 | $78.7 萬 | 0.54% | 00.0% | 不變 |
| US Asset Management LLC | 3,802 | $78.6 萬 | 0.75% | −3−0.1% | 減碼 |
| Laird Norton Trust Company, LLC | 3,782 | $78.1 萬 | 0.07% | −62−1.6% | 減碼 |
| Gradient Investments LLC | 3,767 | $77.9 萬 | 0.02% | +15+0.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,760 | $77.7 萬 | 0.06% | −2,860−43.2% | 減碼 |
| Occudo Quantitative Strategies LP | 3,739 | $77.3 萬 | 0.07% | −10,086−73.0% | 減碼 |
| Golden State Wealth Management, LLC | 3,739 | $77.3 萬 | 0.13% | +530+16.5% | 加碼 |
| Exane Derivatives | 3,723 | $77.0 萬 | 0.19% | −1,989−34.8% | 減碼 |
| SignalPoint Asset Management, LLC | 3,712 | $76.7 萬 | 0.23% | +130+3.6% | 加碼 |
| Morris Retirement Advisors, LLC | 3,712 | $76.7 萬 | 0.59% | +2,546+218.4% | 加碼 |
| Monticello Wealth Management, LLC | 3,705 | $76.6 萬 | 0.07% | −10.0% | 減碼 |
| Engine No. 1 LLC | 3,703 | $76.6 萬 | 0.16% | +746+25.2% | 加碼 |
| E&G Advisors, LP | 3,700 | $76.5 萬 | 0.19% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 3,691 | $76.3 萬 | 0.12% | +111+3.1% | 加碼 |
| Western Wealth Management, LLC | 3,681 | $76.3 萬 | 0.08% | +3,681 | 新進 |
| Metatron Capital SICAV plc | 3,680 | $76.1 萬 | 0.72% | +3,680 | 新進 |
| Cutter & CO Brokerage, Inc. | 3,676 | $76.0 萬 | 0.21% | +17+0.5% | 加碼 |
| Circle Wealth Management, LLC | 3,668 | $75.8 萬 | 0.10% | −6−0.2% | 減碼 |