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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 15,386 | $318.1 萬 | 0.15% | +814+5.6% | 加碼 |
| Gould Capital, LLC | 15,379 | $317.9 萬 | 2.22% | +15,379 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 15,319 | $316.7 萬 | 1.84% | −143−0.9% | 減碼 |
| Paloma Partners Management Co | 15,250 | $315.3 萬 | 0.10% | +15,250 | 新進 |
| Eukles Asset Management | 15,235 | $315.0 萬 | 1.52% | +362+2.4% | 加碼 |
| Lido Advisors, LLC | 15,196 | $314.1 萬 | 0.06% | −332−2.1% | 減碼 |
| Roundview Capital LLC | 15,095 | $312.1 萬 | 0.31% | +126+0.8% | 加碼 |
| DT Investment Partners, LLC | 15,079 | $311.8 萬 | 0.41% | −581−3.7% | 減碼 |
| Brown Brothers Harriman & Co | 15,022 | $310.6 萬 | 0.02% | −795−5.0% | 減碼 |
| Lake Street Advisors Group, LLC | 15,011 | $310.3 萬 | 0.20% | +12+0.1% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $310.1 萬 | 0.80% | 00.0% | 不變 |
| RBF Capital, LLC | 15,000 | $310.1 萬 | 0.19% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 14,986 | $309.8 萬 | 0.20% | +143+1.0% | 加碼 |
| Cutler Group LP | 14,965 | $309.3 萬 | 0.21% | +1,814+13.8% | 加碼 |
| FIL Ltd | 14,847 | $306.9 萬 | 0.00% | −27−0.2% | 減碼 |
| McMillion Capital Management Inc | 14,792 | $305.8 萬 | 1.65% | −117−0.8% | 減碼 |
| CWM, LLC | 14,692 | $303.7 萬 | 0.02% | +14,692 | 新進 |
| Webster Bank, N. A. | 14,618 | $302.2 萬 | 0.31% | +129+0.9% | 加碼 |
| EagleClaw Capital Managment, LLC | 14,588 | $301.6 萬 | 0.66% | +100+0.7% | 加碼 |
| Country Club Trust Company, n.a. | 14,451 | $297.8 萬 | 0.23% | −43−0.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,228 | $294.1 萬 | 0.27% | −150−1.0% | 減碼 |
| Iowa State Bank | 14,215 | $293.9 萬 | 0.69% | +59+0.4% | 加碼 |
| North Star Investment Management Corp. | 14,215 | $293.9 萬 | 0.21% | +435+3.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 14,180 | $293.1 萬 | 0.06% | −304−2.1% | 減碼 |
| Laurion Capital Management LP | 14,106 | $291.6 萬 | 0.05% | −324,991−95.8% | 減碼 |
| Capital International Sarl | 14,072 | $290.9 萬 | 0.14% | +11,240+396.9% | 加碼 |
| K.J. Harrison & Partners Inc | 14,000 | $289.9 萬 | 0.41% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 14,008 | $289.6 萬 | 1.34% | +7,033+100.8% | 加碼 |
| HC Financial Advisors Inc | 13,946 | $288.3 萬 | 1.60% | +10.0% | 加碼 |
| KG&L Capital Management,LLC | 13,915 | $287.7 萬 | 1.16% | +1,882+15.6% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 13,874 | $286.8 萬 | 0.99% | +13,874 | 新進 |
| Money Concepts Capital Corp | 13,868 | $286.7 萬 | 0.24% | +13,868 | 新進 |
| Investment Management of Virginia LLC | 13,812 | $285.5 萬 | 0.46% | −78−0.6% | 減碼 |
| Blue Edge Capital, LLC | 13,807 | $285.4 萬 | 0.55% | 00.0% | 不變 |
| South Dakota Investment Council | 13,745 | $284.2 萬 | 0.05% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 13,749 | $284.2 萬 | 0.99% | +328+2.4% | 加碼 |
| Griffin Asset Management, Inc. | 13,712 | $283.5 萬 | 0.35% | −1,865−12.0% | 減碼 |
| Cerity Partners LLC | 13,624 | $281.9 萬 | 0.04% | +4,500+49.3% | 加碼 |
| Mitchell Capital Management Co | 13,574 | $280.6 萬 | 0.57% | +274+2.1% | 加碼 |
| Wetherby Asset Management Inc | 13,574 | $280.6 萬 | 0.16% | +453+3.5% | 加碼 |
| NEIRG Wealth Management, LLC | 13,551 | $280.1 萬 | 0.54% | +13,551 | 新進 |
| Prudential PLC | 13,508 | $279.3 萬 | 0.04% | +13,508 | 新進 |
| BLB&B Advisors, LLC | 13,398 | $277.0 萬 | 0.18% | −1,982−12.9% | 減碼 |
| Kinloch Capital, LLC | 13,378 | $276.6 萬 | 1.71% | +2,532+23.3% | 加碼 |
| Arrow Financial Corp | 13,292 | $274.9 萬 | 0.33% | +7,688+137.2% | 加碼 |
| Richard Bernstein Advisors LLC | 13,294 | $274.8 萬 | 0.05% | +13,294 | 新進 |
| Ogorek Anthony Joseph | 13,249 | $273.9 萬 | 1.17% | +8+0.1% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 13,226 | $273.7 萬 | 0.13% | −595−4.3% | 減碼 |
| Logan Capital Management Inc | 13,215 | $273.2 萬 | 0.12% | +10.0% | 加碼 |
| HAP Trading, LLC | 13,143 | $271.7 萬 | 0.19% | +13,143 | 新進 |
| Hixon Zuercher, LLC | 13,125 | $271.3 萬 | 1.36% | +877+7.2% | 加碼 |
| F3Logic, LLC | 13,279 | $270.5 萬 | 0.32% | −516−3.7% | 減碼 |
| Valeo Financial Advisors, LLC | 13,063 | $270.1 萬 | 0.15% | −396−2.9% | 減碼 |
| Slow Capital, Inc. | 13,057 | $269.9 萬 | 0.46% | +264+2.1% | 加碼 |
| Trust Co of Toledo NA | 13,034 | $269.5 萬 | 0.40% | +56+0.4% | 加碼 |
| OPSEU Pension Plan Trust Fund | 12,639 | $269.5 萬 | 0.61% | +1,892+17.6% | 加碼 |
| Ally Financial Inc. | 13,000 | $268.8 萬 | 0.25% | 00.0% | 不變 |
| Bailard, Inc. | 12,983 | $268.4 萬 | 0.09% | +29+0.2% | 加碼 |
| Brinker Capital Investments, LLC | 12,955 | $267.8 萬 | 0.04% | −13,193−50.5% | 減碼 |
| LGT Group Foundation | 12,905 | $266.8 萬 | 0.07% | +12,905 | 新進 |
| Greenleaf Trust | 12,786 | $264.3 萬 | 0.03% | +1,109+9.5% | 加碼 |
| Mission Creek Capital Partners, Inc. | 12,767 | $263.9 萬 | 0.52% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 12,755 | $263.7 萬 | 0.21% | +108+0.9% | 加碼 |
| Guyasuta Investment Advisors Inc | 12,733 | $263.2 萬 | 0.17% | +30+0.2% | 加碼 |
| IndexIQ Advisors LLC | 12,602 | $260.5 萬 | 0.09% | +319+2.6% | 加碼 |
| TownSquare Capital, LLC | 12,600 | $260.4 萬 | 0.07% | +9,353+288.1% | 加碼 |
| Providence Wealth Advisors, LLC | 11,554 | $260.1 萬 | 1.63% | −19−0.2% | 減碼 |
| Wright Investors Service Inc | 12,520 | $258.8 萬 | 0.65% | +12,520 | 新進 |
| Barbara Oil Co. | 12,500 | $258.4 萬 | 1.12% | 00.0% | 不變 |
| Viking Fund Management LLC | 12,500 | $258.4 萬 | 0.68% | +7,000+127.3% | 加碼 |
| Azimuth Capital Management LLC | 12,481 | $258.0 萬 | 0.10% | −240−1.9% | 減碼 |
| Lincoln National Corp | 12,468 | $257.8 萬 | 0.05% | −2,412−16.2% | 減碼 |
| Lowe Brockenbrough & Co Inc | 12,411 | $256.6 萬 | 0.19% | −155−1.2% | 減碼 |
| Mizuho Securities USA LLC | 12,362 | $255.6 萬 | 0.23% | −1,056−7.9% | 減碼 |
| Moody National Bank Trust Division | 12,293 | $254.2 萬 | 0.08% | −31,440−71.9% | 減碼 |
| Cigna Investments Inc | 12,289 | $254.0 萬 | 0.20% | −4,525−26.9% | 減碼 |
| Waycross Partners, LLC | 12,284 | $254.0 萬 | 1.45% | +402+3.4% | 加碼 |
| Douglass Winthrop Advisors, LLC | 12,245 | $253.2 萬 | 0.06% | 00.0% | 不變 |
| J.P. Marvel Investment Advisors, LLC | 12,233 | $252.9 萬 | 0.49% | +340+2.9% | 加碼 |
| Savant Capital, LLC | 12,192 | $252.1 萬 | 0.08% | −1,158−8.7% | 減碼 |
| Strategic Capital Advisers, Inc. | 12,196 | $252.1 萬 | 1.81% | +292+2.5% | 加碼 |
| Profund Advisors LLC | 12,181 | $251.8 萬 | 0.08% | −431−3.4% | 減碼 |
| Cambridge Advisors Inc. | 11,993 | $247.9 萬 | 0.56% | −155−1.3% | 減碼 |
| Private Trust Co NA | 11,983 | $247.7 萬 | 0.34% | −21−0.2% | 減碼 |
| Foster & Motley Inc | 11,946 | $247.0 萬 | 0.19% | −173−1.4% | 減碼 |
| Frontier Wealth Management LLC | 11,948 | $247.0 萬 | 0.16% | +593+5.2% | 加碼 |
| Segment Wealth Management, LLC | 11,907 | $246.2 萬 | 0.26% | −64−0.5% | 減碼 |
| Kames Capital plc | 11,838 | $244.8 萬 | 0.03% | −3,498−22.8% | 減碼 |
| Trustcore Financial Services, LLC | 11,829 | $244.5 萬 | 0.28% | −326−2.7% | 減碼 |
| Inscription Capital, LLC | 11,824 | $244.5 萬 | 0.67% | −235−1.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 11,821 | $244.3 萬 | 0.08% | −274−2.3% | 減碼 |
| MEMBERS Trust Co | 11,807 | $244.1 萬 | 0.07% | +428+3.8% | 加碼 |
| Evercore Wealth Management, LLC | 11,777 | $243.5 萬 | 0.04% | −798−6.3% | 減碼 |
| Leavell Investment Management, Inc. | 11,775 | $243.4 萬 | 0.16% | −2,500−17.5% | 減碼 |
| Viewpoint Capital Management LLC | 11,758 | $243.1 萬 | 1.76% | +11,758 | 新進 |
| Trust Co of Vermont | 11,738 | $242.7 萬 | 0.15% | +7+0.1% | 加碼 |
| Pinnacle Holdings, LLC | 11,735 | $242.6 萬 | 1.02% | +28+0.2% | 加碼 |
| Bowen Hanes & Co Inc | 11,684 | $241.6 萬 | 0.07% | +1,200+11.4% | 加碼 |
| Trexquant Investment LP | 11,523 | $238.2 萬 | 0.15% | +2,487+27.5% | 加碼 |
| Marshall Wace, LLP | 11,497 | $237.7 萬 | 0.00% | −4,129−26.4% | 減碼 |