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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 9,248 | $191.2 萬 | 0.18% | +173+1.9% | 加碼 |
| Baldwin Investment Management, LLC | 9,243 | $191.1 萬 | 0.50% | +1,670+22.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 9,231 | $190.8 萬 | 0.41% | +2,716+41.7% | 加碼 |
| Spreng Capital Management, Inc. | 9,225 | $190.7 萬 | 1.10% | +100+1.1% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,207 | $190.4 萬 | 1.01% | −55−0.6% | 減碼 |
| Jump Financial, LLC | 9,171 | $189.6 萬 | 0.12% | +5,971+186.6% | 加碼 |
| Meiji Yasuda Life Insurance Co | 9,137 | $188.9 萬 | 0.03% | −272−2.9% | 減碼 |
| First Hawaiian Bank | 9,140 | $188.9 萬 | 0.06% | +5,174+130.5% | 加碼 |
| IBM Retirement Fund | 9,130 | $188.8 萬 | 0.23% | −6,378−41.1% | 減碼 |
| First Citizens Bank & Trust Co | 9,082 | $187.8 萬 | 0.07% | −1,061−10.5% | 減碼 |
| Focused Wealth Management, Inc | 9,082 | $187.8 萬 | 0.29% | −83−0.9% | 減碼 |
| Oxbow Advisors, LLC | 8,994 | $185.9 萬 | 0.18% | 00.0% | 不變 |
| Park National Corp | 8,981 | $185.7 萬 | 0.07% | +630+7.5% | 加碼 |
| Adirondack Trust Co | 8,977 | $185.6 萬 | 0.89% | −75−0.8% | 減碼 |
| Allworth Financial LP | 8,968 | $185.4 萬 | 0.03% | +484+5.7% | 加碼 |
| Jupiter Wealth Management LLC | 8,965 | $185.3 萬 | 0.96% | +1,000+12.6% | 加碼 |
| Belpointe Asset Management LLC | 8,946 | $184.9 萬 | 0.12% | +2,613+41.3% | 加碼 |
| Ignite Planners, LLC | 8,044 | $183.4 萬 | 1.19% | +8,044 | 新進 |
| Argus Investors' Counsel, Inc. | 8,860 | $183.2 萬 | 1.10% | −325−3.5% | 減碼 |
| Waldron Private Wealth LLC | 8,859 | $183.1 萬 | 0.09% | +4,918+124.8% | 加碼 |
| Rational Advisors LLC | 8,852 | $183.0 萬 | 0.11% | +1,850+26.4% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 8,847 | $182.9 萬 | 0.14% | +421+5.0% | 加碼 |
| Naples Global Advisors, LLC | 8,837 | $182.7 萬 | 0.21% | +17+0.2% | 加碼 |
| CWM Advisors, LLC | 8,828 | $182.5 萬 | 0.21% | −174−1.9% | 減碼 |
| Triangle Securities Wealth Management | 8,810 | $182.1 萬 | 0.57% | −70−0.8% | 減碼 |
| United Bank | 8,775 | $181.4 萬 | 0.22% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 8,769 | $181.3 萬 | 0.12% | −267−3.0% | 減碼 |
| Osborne Partners Capital Management, LLC | 8,754 | $181.0 萬 | 0.13% | −940−9.7% | 減碼 |
| Ropes Wealth Advisors LLC | 8,740 | $180.7 萬 | 0.32% | −40−0.5% | 減碼 |
| MAI Capital Management | 8,735 | $180.6 萬 | 0.03% | +892+11.4% | 加碼 |
| Global Trust Asset Management, LLC | 8,667 | $179.2 萬 | 0.71% | −658−7.1% | 減碼 |
| Windsor Group LTD | 8,192 | $178.7 萬 | 0.33% | −962−10.5% | 減碼 |
| Westwood Holdings Group Inc. | 8,625 | $178.4 萬 | 0.02% | +1,896+28.2% | 加碼 |
| Johnson Investment Counsel Inc | 8,617 | $178.1 萬 | 0.02% | −150−1.7% | 減碼 |
| Argent Trust Co | 8,598 | $177.7 萬 | 0.10% | +984+12.9% | 加碼 |
| TD Private Client Wealth LLC | 8,519 | $176.1 萬 | 0.07% | −280−3.2% | 減碼 |
| Claraphi Advisory Network, LLC | 8,515 | $176.1 萬 | 0.61% | +106+1.3% | 加碼 |
| Members Capital Advisors Inc | 8,508 | $175.9 萬 | 0.90% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 8,488 | $175.1 萬 | 0.09% | −342−3.9% | 減碼 |
| Loomis Sayles & Co L P | 8,464 | $175.0 萬 | 0.00% | −149−1.7% | 減碼 |
| Trust Investment Advisors | 8,457 | $174.8 萬 | 1.38% | +329+4.0% | 加碼 |
| Agf Investments Inc. | 8,456 | $174.8 萬 | 0.01% | +2,991+54.7% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 8,444 | $174.6 萬 | 0.82% | +120+1.4% | 加碼 |
| RB Capital Management, LLC | 8,429 | $174.3 萬 | 0.54% | +160+1.9% | 加碼 |
| Court Place Advisors, LLC | 8,399 | $173.6 萬 | 0.48% | 00.0% | 不變 |
| Signaturefd, LLC | 8,377 | $173.2 萬 | 0.05% | +208+2.5% | 加碼 |
| Resources Investment Advisors, LLC. | 8,375 | $173.1 萬 | 0.06% | +1,179+16.4% | 加碼 |
| Finer Wealth Management, Inc. | 8,364 | $172.9 萬 | 1.43% | +8,364 | 新進 |
| Maven Securities LTD | 8,355 | $172.7 萬 | 0.21% | −15−0.2% | 減碼 |
| True North Advisors, LLC | 8,344 | $172.5 萬 | 0.29% | −1,498−15.2% | 減碼 |
| Centiva Capital, LP | 8,261 | $170.8 萬 | 0.11% | +8,061+4,030.5% | 加碼 |
| AdvisorNet Financial, Inc | 8,247 | $170.5 萬 | 0.11% | +61+0.7% | 加碼 |
| Dana Investment Advisors, Inc. | 8,243 | $170.4 萬 | 0.07% | −1,052−11.3% | 減碼 |
| Intellectus Partners, LLC | 8,239 | $170.3 萬 | 0.43% | +71+0.9% | 加碼 |
| Buckingham Strategic Wealth, LLC | 8,231 | $170.2 萬 | 0.03% | −220−2.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,223 | $170.1 萬 | 0.14% | −973−10.6% | 減碼 |
| Verdence Capital Advisors LLC | 8,162 | $168.7 萬 | 0.20% | −89−1.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 8,151 | $168.5 萬 | 0.15% | −63−0.8% | 減碼 |
| Fruth Investment Management | 8,143 | $168.3 萬 | 0.46% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 8,129 | $168.1 萬 | 0.18% | −212−2.5% | 減碼 |
| Probity Advisors, Inc. | 8,122 | $167.9 萬 | 0.33% | −332−3.9% | 減碼 |
| G&S Capital LLC | 8,001 | $165.4 萬 | 0.82% | −645−7.5% | 減碼 |
| Pensionfund DSM Netherlands | 8,000 | $165.4 萬 | 0.19% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 8,000 | $165.4 萬 | 0.07% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 7,996 | $165.3 萬 | 0.11% | 00.0% | 不變 |
| Gamble Jones Investment Counsel | 7,968 | $164.7 萬 | 0.10% | +745+10.3% | 加碼 |
| Integrated Wealth Concepts LLC | 7,847 | $162.2 萬 | 0.05% | +840+12.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 7,830 | $161.9 萬 | 0.10% | +169+2.2% | 加碼 |
| Gifford Fong Associates | 7,800 | $161.3 萬 | 0.28% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 7,790 | $161.1 萬 | 0.03% | +953+13.9% | 加碼 |
| Atlas Brown,Inc. | 7,760 | $160.4 萬 | 0.62% | +587+8.2% | 加碼 |
| Moloney Securities Asset Management, LLC | 7,755 | $160.3 萬 | 0.27% | +371+5.0% | 加碼 |
| Corient Capital Partners, LLC | 7,755 | $160.3 萬 | 0.11% | +741+10.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 7,745 | $160.1 萬 | 0.10% | −22−0.3% | 減碼 |
| Cascade Investment Advisors, Inc. | 7,708 | $159.4 萬 | 0.93% | +315+4.3% | 加碼 |
| Columbia Trust Co 01012016 | 8,291 | $159.1 萬 | 0.84% | 00.0% | 不變 |
| Hamel Associates, Inc. | 7,675 | $158.7 萬 | 0.57% | +6,025+365.2% | 加碼 |
| D. Scott Neal, Inc. | 7,661 | $158.4 萬 | 0.60% | 00.0% | 不變 |
| Argent Advisors, Inc. | 7,637 | $157.9 萬 | 0.85% | +97+1.3% | 加碼 |
| Altium Wealth Management LLC | 7,621 | $157.6 萬 | 0.10% | +307+4.2% | 加碼 |
| Boenning & Scattergood, Inc. | 7,610 | $157.3 萬 | 0.25% | +22+0.3% | 加碼 |
| Laurel Wealth Advisors, Inc. | 7,607 | $157.2 萬 | 0.12% | +2,753+56.7% | 加碼 |
| Quest Investment Management LLC | 7,588 | $156.9 萬 | 0.13% | 00.0% | 不變 |
| Federated Hermes, Inc. | 7,580 | $156.7 萬 | 0.00% | −2,893−27.6% | 減碼 |
| American Portfolios Advisors | 7,529 | $155.7 萬 | 0.05% | −2,421−24.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 7,508 | $155.2 萬 | 0.09% | +538+7.7% | 加碼 |
| Cambridge Trust Co | 7,494 | $154.9 萬 | 0.05% | +4,097+120.6% | 加碼 |
| Perfromance Wealth Partners, LLC | 7,459 | $154.2 萬 | 0.06% | +7,459 | 新進 |
| Bahl & Gaynor Inc | 7,450 | $154.0 萬 | 0.01% | +1,300+21.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 7,432 | $153.6 萬 | 0.04% | +5,960+404.9% | 加碼 |
| WealthPLAN Partners, LLC | 7,597 | $153.1 萬 | 0.10% | −394−4.9% | 減碼 |
| Washington Trust Bank | 7,386 | $152.7 萬 | 0.15% | −413−5.3% | 減碼 |
| Strategic Financial Services, Inc, | 7,353 | $152.0 萬 | 0.11% | −130−1.7% | 減碼 |
| American National Insurance Co | 7,340 | $151.7 萬 | 0.34% | −34,610−82.5% | 減碼 |
| Bragg Financial Advisors, Inc | 7,901 | $151.7 萬 | 0.10% | 00.0% | 不變 |
| Mairs & Power Inc | 7,320 | $151.3 萬 | 0.01% | +498+7.3% | 加碼 |
| Cowen and Company, LLC | 7,241 | $149.7 萬 | 0.14% | +7,241 | 新進 |
| Burleson & Company, LLC | 7,236 | $149.6 萬 | 0.22% | +20.0% | 加碼 |
| Meeder Asset Management Inc | 7,211 | $149.1 萬 | 0.15% | +322+4.7% | 加碼 |
| Citizens Financial Group Inc | 7,313 | $148.8 萬 | 0.05% | −662−8.3% | 減碼 |