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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 61,385 | $1,269 萬 | 0.21% | +261+0.4% | 加碼 |
| Lee Danner & Bass Inc | 61,315 | $1,268 萬 | 1.09% | −360−0.6% | 減碼 |
| KCM Investment Advisors LLC | 60,217 | $1,245 萬 | 0.43% | +6,410+11.9% | 加碼 |
| Blackhill Capital Inc | 60,000 | $1,240 萬 | 1.06% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $1,240 萬 | 0.15% | 00.0% | 不變 |
| Gofen & Glossberg LLC | 59,832 | $1,237 萬 | 0.27% | −296−0.5% | 減碼 |
| National Bank of Canada | 59,825 | $1,236 萬 | 0.05% | +59,825 | 新進 |
| Zweig-DiMenna Associates LLC | 59,000 | $1,220 萬 | 0.98% | +59,000 | 新進 |
| Birmingham Capital Management Co Inc | 58,920 | $1,218 萬 | 4.40% | −200−0.3% | 減碼 |
| Peapack Gladstone Financial Corp | 58,880 | $1,218 萬 | 0.23% | +426+0.7% | 加碼 |
| Nissay Asset Management Corp | 58,489 | $1,209 萬 | 0.09% | −966−1.6% | 減碼 |
| Philadelphia Trust Co | 58,437 | $1,208 萬 | 0.87% | −5,717−8.9% | 減碼 |
| KBC Group NV | 57,885 | $1,197 萬 | 0.04% | −25,875−30.9% | 減碼 |
| Hartford Investment Management Co | 57,560 | $1,190 萬 | 0.27% | −1,581−2.7% | 減碼 |
| LaFleur & Godfrey LLC | 57,417 | $1,187 萬 | 1.52% | −344−0.6% | 減碼 |
| Tufton Capital Management | 56,321 | $1,164 萬 | 1.79% | +1,653+3.0% | 加碼 |
| Parallax Volatility Advisers, L.P. | 56,140 | $1,161 萬 | 0.14% | +56,140 | 新進 |
| SEI Investments Co | 55,948 | $1,154 萬 | 0.02% | −8,738−13.5% | 減碼 |
| D.A. Davidson & Co. | 55,468 | $1,147 萬 | 0.12% | +573+1.0% | 加碼 |
| CIBC Asset Management Inc | 55,009 | $1,137 萬 | 0.04% | +2,418+4.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 55,145 | $1,137 萬 | 0.02% | +2,349+4.4% | 加碼 |
| Brandywine Global Investment Management, LLC | 54,804 | $1,133 萬 | 0.08% | −464−0.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 54,741 | $1,132 萬 | 0.07% | −3,147−5.4% | 減碼 |
| TD Waterhouse Canada Inc. | 50,238 | $1,112 萬 | 0.11% | +50,238 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 53,198 | $1,100 萬 | 0.95% | −304−0.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 53,052 | $1,097 萬 | 0.15% | +17,144+47.7% | 加碼 |
| Advisors Asset Management, Inc. | 52,418 | $1,084 萬 | 0.15% | +3,665+7.5% | 加碼 |
| Becker Capital Management Inc | 52,344 | $1,082 萬 | 0.43% | +1,342+2.6% | 加碼 |
| Cetera Investment Advisers | 52,303 | $1,081 萬 | 0.15% | −2,028−3.7% | 減碼 |
| Interval Partners, LP | 52,274 | $1,081 萬 | 0.74% | +12,915+32.8% | 加碼 |
| Scotia Capital Inc. | 51,269 | $1,060 萬 | 0.07% | +4,151+8.8% | 加碼 |
| Gotham Asset Management, LLC | 51,161 | $1,058 萬 | 0.34% | +16,300+46.8% | 加碼 |
| Dearborn Partners LLC | 51,135 | $1,057 萬 | 0.38% | −7,858−13.3% | 減碼 |
| Oppenheimer & Co Inc | 50,843 | $1,051 萬 | 0.18% | +698+1.4% | 加碼 |
| MUFG Americas Holdings Corp | 50,605 | $1,046 萬 | 0.20% | +10,564+26.4% | 加碼 |
| SG Americas Securities, LLC | 50,586 | $1,046 萬 | 0.07% | +21,549+74.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 50,487 | $1,044 萬 | 0.34% | −14,603−22.4% | 減碼 |
| James Investment Research Inc | 50,317 | $1,040 萬 | 0.95% | −1,224−2.4% | 減碼 |
| Transform Wealth, LLC | 50,206 | $1,038 萬 | 1.08% | +367+0.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 49,563 | $1,025 萬 | 1.12% | −138−0.3% | 減碼 |
| Mariner, LLC | 49,151 | $1,016 萬 | 0.04% | +5,748+13.2% | 加碼 |
| Richard C. Young & CO., LTD. | 48,573 | $1,004 萬 | 1.27% | +237+0.5% | 加碼 |
| Howe & Rusling Inc | 48,478 | $1,002 萬 | 1.17% | +70+0.1% | 加碼 |
| First Horizon Advisors, Inc. | 48,452 | $1,002 萬 | 0.30% | +1,723+3.7% | 加碼 |
| Nikko Asset Management Americas, Inc. | 47,932 | $996.0 萬 | 0.05% | −7,377−13.3% | 減碼 |
| Mastrapasqua Asset Management Inc | 48,158 | $995.6 萬 | 0.98% | −1,085−2.2% | 減碼 |
| GWM Advisors LLC | 47,629 | $984.6 萬 | 0.15% | +18,120+61.4% | 加碼 |
| Quilter Plc | 47,551 | $984.3 萬 | 0.26% | −13,022−21.5% | 減碼 |
| Capstone Investment Advisors, LLC | 47,359 | $979.1 萬 | 0.16% | −104,589−68.8% | 減碼 |
| Edge Capital Group, LLC | 47,315 | $978.2 萬 | 0.69% | −794−1.7% | 減碼 |
| Aptus Capital Advisors, LLC | 47,236 | $976.6 萬 | 0.33% | +6,895+17.1% | 加碼 |
| Arosa Capital Management LP | 47,090 | $973.5 萬 | 3.55% | −2,910−5.8% | 減碼 |
| Central Trust Co | 46,938 | $970.4 萬 | 0.27% | −1,168−2.4% | 減碼 |
| Leonteq Securities AG | 46,911 | $969.8 萬 | 0.44% | −27,161−36.7% | 減碼 |
| Avalon Investment & Advisory | 46,807 | $967.7 萬 | 0.24% | −3,239−6.5% | 減碼 |
| Bokf, NA | 46,735 | $966.2 萬 | 0.15% | −350−0.7% | 減碼 |
| Jacobs & Co | 46,580 | $962.9 萬 | 1.00% | +1,220+2.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 46,273 | $956.6 萬 | 0.12% | −6,470−12.3% | 減碼 |
| Atria Investments LLC | 46,042 | $951.9 萬 | 0.17% | +4,200+10.0% | 加碼 |
| American Century Companies Inc | 46,028 | $951.6 萬 | 0.01% | +11,079+31.7% | 加碼 |
| Davenport & Co LLC | 45,953 | $950.0 萬 | 0.06% | −105−0.2% | 減碼 |
| Andra AP-fonden | 45,500 | $940.7 萬 | 0.19% | −6,700−12.8% | 減碼 |
| Wealthfront Advisers LLC | 45,301 | $936.6 萬 | 0.04% | +8,120+21.8% | 加碼 |
| Clifford Swan Investment Counsel LLC | 45,272 | $936.0 萬 | 0.33% | +1,377+3.1% | 加碼 |
| Greenwood Gearhart Inc | 45,022 | $930.8 萬 | 1.28% | +2,138+5.0% | 加碼 |
| American Assets Investment Management, LLC | 45,000 | $930.3 萬 | 1.00% | 00.0% | 不變 |
| Allstate Corp | 44,871 | $927.7 萬 | 0.18% | +33,005+278.1% | 加碼 |
| Securian Asset Management, Inc | 44,709 | $924.3 萬 | 0.17% | −1,774−3.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 44,385 | $917.6 萬 | 0.10% | −99,707−69.2% | 減碼 |
| Worldquant Millennium Advisors LLC | 43,537 | $900.1 萬 | 0.18% | −3,189−6.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 43,504 | $899.4 萬 | 0.14% | +1,745+4.2% | 加碼 |
| First American Trust, FSB | 43,308 | $895.4 萬 | 1.22% | +1,083+2.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 43,275 | $894.6 萬 | 0.02% | −4,271−9.0% | 減碼 |
| Erste Asset Management GmbH | 43,209 | $894.5 萬 | 0.16% | −1,727−3.8% | 減碼 |
| Culbertson A N & Co Inc | 42,979 | $888.5 萬 | 1.67% | +455+1.1% | 加碼 |
| Acadian Asset Management LLC | 42,988 | $888.2 萬 | 0.03% | −4,126−8.8% | 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 |
| Beacon Pointe Advisors, LLC | 42,131 | $871.0 萬 | 0.23% | −6,036−12.5% | 減碼 |
| Maryland State Retirement & Pension System | 41,799 | $864.2 萬 | 0.23% | 00.0% | 不變 |
| Callahan Advisors, LLC | 41,606 | $860.2 萬 | 0.97% | +3,238+8.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 41,600 | $860.0 萬 | 0.24% | +3,438+9.0% | 加碼 |
| Charter Trust Co | 41,535 | $858.7 萬 | 0.73% | −1,551−3.6% | 減碼 |
| Prio Wealth Limited Partnership | 41,063 | $848.9 萬 | 0.26% | −120−0.3% | 減碼 |
| Capital Investment Advisors, LLC | 40,835 | $844.2 萬 | 0.26% | +1,445+3.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 40,383 | $834.9 萬 | 0.07% | −1,267−3.0% | 減碼 |
| Dowling & Yahnke LLC | 40,156 | $830.2 萬 | 0.40% | −171−0.4% | 減碼 |
| McRae Capital Management Inc | 39,742 | $821.6 萬 | 1.71% | +2,016+5.3% | 加碼 |
| Permanens Capital L.P. | 39,278 | $812.0 萬 | 1.28% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 39,098 | $808.3 萬 | 0.23% | +2,651+7.3% | 加碼 |
| Pittenger & Anderson Inc | 38,848 | $803.1 萬 | 0.37% | +10,000+34.7% | 加碼 |
| Atwater Malick LLC | 38,140 | $788.5 萬 | 3.66% | +793+2.1% | 加碼 |
| Churchill Management Corp | 38,085 | $787.4 萬 | 0.11% | +104+0.3% | 加碼 |
| Allied Investment Advisors, LLC | 38,063 | $786.9 萬 | 2.69% | +1,573+4.3% | 加碼 |
| Capital International Inc | 37,698 | $779.4 萬 | 0.07% | −10,191−21.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 37,229 | $769.7 萬 | 0.04% | −30,319−44.9% | 減碼 |
| Sigma Planning Corp | 37,202 | $769.1 萬 | 0.22% | −5,371−12.6% | 減碼 |
| Noesis Capital Mangement Corp | 36,985 | $764.6 萬 | 1.54% | −4,677−11.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 36,468 | $753.9 萬 | 0.82% | +1,388+4.0% | 加碼 |
| Brookstone Capital Management | 33,114 | $742.4 萬 | 0.13% | +2,886+9.5% | 加碼 |