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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 35,779 | $739.7 萬 | 0.38% | +163+0.5% | 加碼 |
| Wolverine Trading, LLC | 35,764 | $737.0 萬 | 0.10% | −1,546−4.1% | 減碼 |
| Gluskin Sheff & Assoc Inc | 35,557 | $735.1 萬 | 0.30% | +297+0.8% | 加碼 |
| Parsons Capital Management Inc | 35,487 | $733.7 萬 | 0.53% | −160.0% | 減碼 |
| Anderson Hoagland & Co | 33,964 | $728.0 萬 | 0.95% | −551−1.6% | 減碼 |
| Walleye Trading LLC | 35,075 | $725.1 萬 | 0.12% | +17,925+104.5% | 加碼 |
| Zenyatta Capital Management LP | 35,000 | $723.6 萬 | 2.72% | +35,000 | 新進 |
| Shelter Mutual Insurance Co | 34,200 | $707.1 萬 | 1.83% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 33,933 | $701.5 萬 | 0.24% | +2,134+6.7% | 加碼 |
| Louisiana State Employees Retirement System | 33,900 | $700.8 萬 | 0.15% | −200−0.6% | 減碼 |
| CBOE Vest Financial, LLC | 33,890 | $700.6 萬 | 1.52% | +8,809+35.1% | 加碼 |
| Banque Cantonale Vaudoise | 33,757 | $697.9 萬 | 0.27% | −780−2.3% | 減碼 |
| Inverness Counsel LLC | 33,713 | $697.0 萬 | 0.26% | −23,688−41.3% | 減碼 |
| Cresset Asset Management, LLC | 33,491 | $692.4 萬 | 0.07% | +4,993+17.5% | 加碼 |
| New Mexico Educational Retirement Board | 33,402 | $690.6 萬 | 0.23% | −2,400−6.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 33,200 | $686.4 萬 | 0.01% | +33,200 | 新進 |
| Zurich Insurance Group Ltd | 32,968 | $681.6 萬 | 0.08% | −406,956−92.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 32,962 | $681.5 萬 | 0.12% | −2,725−7.6% | 減碼 |
| Kentucky Retirement Systems | 32,492 | $671.7 萬 | 0.27% | +324+1.0% | 加碼 |
| Knuff & Co LLC | 32,219 | $666.1 萬 | 2.06% | +19+0.1% | 加碼 |
| Dodge & Cox | 31,957 | $660.7 萬 | 0.00% | −3,422−9.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 31,828 | $658.0 萬 | 0.24% | +27+0.1% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 31,813 | $657.7 萬 | 0.53% | +711+2.3% | 加碼 |
| Cannell Peter B & Co Inc | 31,769 | $656.8 萬 | 0.19% | −100−0.3% | 減碼 |
| Consolidated Capital Management, LLC | 31,651 | $654.4 萬 | 2.90% | +296+0.9% | 加碼 |
| Segall Bryant & Hamill, LLC | 31,194 | $644.3 萬 | 0.06% | +577+1.9% | 加碼 |
| Bogart Wealth, LLC | 30,497 | $630.5 萬 | 0.57% | +1,792+6.2% | 加碼 |
| Oak Harvest Investment Services | 30,309 | $626.6 萬 | 1.56% | +2,884+10.5% | 加碼 |
| Advisory Services Network, LLC | 30,263 | $625.7 萬 | 0.18% | −2,998−9.0% | 減碼 |
| Essex Investment Management Co LLC | 29,843 | $617.0 萬 | 0.71% | +4,013+15.5% | 加碼 |
| Welch & Forbes LLC | 29,824 | $616.6 萬 | 0.09% | −160−0.5% | 減碼 |
| Pacer Advisors, Inc. | 29,792 | $615.9 萬 | 0.06% | −576−1.9% | 減碼 |
| Synovus Financial Corp | 29,572 | $611.3 萬 | 0.06% | +4,017+15.7% | 加碼 |
| Prospera Financial Services Inc | 29,122 | $602.3 萬 | 0.26% | +2,316+8.6% | 加碼 |
| Virginia Retirement Systems Et Al | 29,000 | $599.5 萬 | 0.06% | +18,700+181.6% | 加碼 |
| 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 |
| Sandbar Asset Management LLP | 28,684 | $593.0 萬 | 2.96% | +28,684 | 新進 |
| Silverleafe Capital Partners, LLC | 28,678 | $592.9 萬 | 2.15% | +1,112+4.0% | 加碼 |
| Qube Research & Technologies Ltd | 28,422 | $587.6 萬 | 0.05% | +1,453+5.4% | 加碼 |
| Welch Group, LLC | 28,416 | $587.5 萬 | 0.34% | +2,284+8.7% | 加碼 |
| Kanawha Capital Management LLC | 28,342 | $585.9 萬 | 0.50% | +960+3.5% | 加碼 |
| Capital International Ltd | 28,151 | $582.0 萬 | 0.30% | −188−0.7% | 減碼 |
| Geneos Wealth Management Inc. | 28,150 | $581.9 萬 | 0.22% | +139+0.5% | 加碼 |
| Vantis Investment Advisers L.P. | 28,100 | $580.9 萬 | 6.02% | −500−1.7% | 減碼 |
| Spinnaker Trust | 27,989 | $578.6 萬 | 0.37% | 00.0% | 不變 |
| American National Bank | 27,971 | $578.3 萬 | 1.13% | +1,854+7.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 27,847 | $575.7 萬 | 0.28% | +3,427+14.0% | 加碼 |
| Regentatlantic Capital LLC | 27,759 | $573.9 萬 | 0.16% | +753+2.8% | 加碼 |
| Sigma Investment Counselors Inc | 27,649 | $571.6 萬 | 0.40% | −298−1.1% | 減碼 |
| Ossiam | 27,491 | $568.3 萬 | 0.15% | +23,556+598.6% | 加碼 |
| Swarthmore Group Inc | 27,271 | $563.8 萬 | 1.34% | −9,388−25.6% | 減碼 |
| Kinneret Advisory, LLC | 27,113 | $560.5 萬 | 0.58% | 00.0% | 不變 |
| Cetera Advisors LLC | 26,969 | $557.6 萬 | 0.11% | −3,481−11.4% | 減碼 |
| Farmers & Merchants Investments Inc | 26,876 | $555.6 萬 | 0.21% | −970−3.5% | 減碼 |
| Koshinski Asset Management, Inc. | 26,869 | $555.5 萬 | 0.45% | −1,184−4.2% | 減碼 |
| Simmons Bank | 26,860 | $555.3 萬 | 0.39% | +1,449+5.7% | 加碼 |
| First Financial Bank - Trust Division | 26,719 | $552.4 萬 | 0.56% | +287+1.1% | 加碼 |
| Tiaa, FSB | 26,600 | $549.9 萬 | 0.02% | −1,231−4.4% | 減碼 |
| Northwest Investment Counselors, LLC | 26,227 | $542.2 萬 | 1.33% | +1,151+4.6% | 加碼 |
| Independent Wealth Network Inc. | 26,213 | $541.9 萬 | 3.35% | +130+0.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 26,203 | $541.7 萬 | 0.16% | −415−1.6% | 減碼 |
| RiverFront Investment Group, LLC | 26,165 | $540.9 萬 | 0.17% | +1,034+4.1% | 加碼 |
| Creative Financial Designs Inc | 26,016 | $537.9 萬 | 0.81% | +20,881+406.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 25,945 | $536.4 萬 | 0.05% | +4,024+18.4% | 加碼 |
| Aull & Monroe Investment Management Corp | 25,924 | $536.0 萬 | 2.39% | −475−1.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 25,921 | $535.9 萬 | 0.24% | +4,925+23.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 25,839 | $534.2 萬 | 0.12% | −1,730−6.3% | 減碼 |
| Achmea Investment Management B.V. | 25,458 | $526.3 萬 | 0.25% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 25,312 | $523.3 萬 | 0.16% | −2,264−8.2% | 減碼 |
| Fayez Sarofim & Co | 25,288 | $522.7 萬 | 0.02% | +1,987+8.5% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 25,132 | $519.6 萬 | 0.25% | −648−2.5% | 減碼 |
| AXS Investments LLC | 24,800 | $512.7 萬 | 1.21% | +22,816+1,150.0% | 加碼 |
| Monte Financial Group, LLC | 24,663 | $509.9 萬 | 2.68% | +2,658+12.1% | 加碼 |
| Hartford Financial Management Inc. | 24,446 | $505.4 萬 | 1.18% | −100−0.4% | 減碼 |
| L & S Advisors Inc | 24,361 | $503.6 萬 | 0.54% | +1,173+5.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 24,336 | $503.1 萬 | 0.10% | −529−2.1% | 減碼 |
| Neville Rodie & Shaw Inc | 23,984 | $495.8 萬 | 0.35% | −2,570−9.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 23,751 | $491.0 萬 | 0.26% | −9,087−27.7% | 減碼 |
| Columbia Asset Management | 23,691 | $489.8 萬 | 1.00% | +502+2.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,666 | $489.3 萬 | 0.02% | +7,540+46.8% | 加碼 |
| Verition Fund Management LLC | 23,639 | $488.7 萬 | 0.06% | −52,737−69.0% | 減碼 |
| Cullinan Associates Inc | 23,632 | $488.6 萬 | 0.25% | +22,232+1,588.0% | 加碼 |
| Toroso Investments, LLC | 23,555 | $487.0 萬 | 0.15% | +18,213+340.9% | 加碼 |
| NBT Bank N A | 22,941 | $474.2 萬 | 0.61% | −200−0.9% | 減碼 |
| Moors & Cabot, Inc. | 22,924 | $473.9 萬 | 0.29% | +2,816+14.0% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 22,893 | $473.3 萬 | 0.01% | −6,847−23.0% | 減碼 |
| Robbins Farley LLC | 22,828 | $471.9 萬 | 3.49% | +1,947+9.3% | 加碼 |
| Putnam Investments LLC | 22,819 | $471.8 萬 | 0.01% | −1,460−6.0% | 減碼 |
| Advisor Partners LLC | 22,646 | $468.1 萬 | 0.28% | +1,381+6.5% | 加碼 |
| Shell Asset Management Co | 22,566 | $466.5 萬 | 0.10% | +325+1.5% | 加碼 |
| Avantax Advisory Services, Inc. | 22,450 | $464.2 萬 | 0.07% | +1,573+7.5% | 加碼 |
| Wedbush Securities Inc | 22,374 | $462.6 萬 | 0.20% | +130+0.6% | 加碼 |
| Biechele Royce Advisors | 22,364 | $462.4 萬 | 1.85% | −233−1.0% | 減碼 |
| Bank of Hawaii | 22,345 | $462.0 萬 | 0.24% | +19+0.1% | 加碼 |
| Holloway Wealth Management, LLC | – | $461.3 萬 | 1.32% | – | – |
| Veritable, L.P. | 22,281 | $460.6 萬 | 0.07% | +566+2.6% | 加碼 |
| AlphaCrest Capital Management LLC | 22,271 | $460.4 萬 | 0.17% | +9,943+80.7% | 加碼 |
| City Holding Co | 24,491 | $459.4 萬 | 0.77% | +64+0.3% | 加碼 |
| Paradiem, LLC | 22,499 | $453.5 萬 | 1.48% | −638−2.8% | 減碼 |