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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。

2026 年第 2 季與 2026 年第 1 季比較

持有 Caterpillar Inc 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

CAT 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數3,773514,070+348
股數3.32 億47.1 萬3.31 億−49.3 萬 (−0.1%)
市值$2,320 億$3.33 億$3,511 億+$1,194 億 (+51.5%)

51 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(452 家)

2026 年第 2 季季末持有 Caterpillar Inc、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 452 家。

2026 年第 2 季新進 CAT 的機構
機構股數市值佔組合 %
Winslow Capital Management, LLC350,774$3.74 億1.29%
Nykredit A/S152,708$1.63 億0.62%
Jupiter Topco LLC119,462$1.27 億0.05%
Ossiam61,630$6,563 萬0.87%
CTC LLC47,638$5,073 萬2.98%
Kames Capital plc47,152$5,021 萬0.54%
Adams Diversified Equity Fund, Inc.32,000$3,408 萬1.04%
Wealth High Governance Asset Management Ltda.28,960$3,084 萬3.28%
Trexquant Investment LP28,498$3,035 萬0.19%
Global Retirement Partners, LLC24,854$2,647 萬0.40%
Outlook Capital Management, LLC22,879$2,437 萬7.86%
J.W. Cole Advisors, Inc.22,702$2,418 萬0.41%
Cornerstone Advisors, LLC22,557$2,402 萬0.79%
Logan Capital Management Inc21,573$2,297 萬0.85%
SIH Partners, LLLP16,098$1,714 萬0.71%
Canandaigua National Bank & Trust Co14,953$1,592 萬1.34%
FFG Partners, LLC14,217$1,514 萬4.35%
Bellars Harris Wealth Management, LLC13,845$1,474 萬3.00%
Trust Co of Vermont11,962$1,274 萬0.48%
Wealth High Governance Capital Ltda11,040$1,176 萬3.52%
Lockheed Martin Investment Management Co9,700$1,033 萬0.41%
Claudia M.P. Batlle, CRP (R) LLC9,538$1,016 萬3.03%
Fulcrum Asset Management LLP7,158$739.6 萬0.74%
Catalyst Funds Management Pty Ltd6,880$732.7 萬0.41%
Keystone Investors Pte Ltd6,659$709.1 萬0.38%
NS Partners Ltd6,377$679.1 萬0.29%
Virtu Financial LLC6,328$673.8 萬0.21%
Nan Shan Life Insurance Co., Ltd.6,149$654.8 萬0.21%
Clear Street Group Inc.5,984$637.2 萬0.02%
Heritage Wealth Management, Inc.5,813$619.0 萬1.54%
Hel Ved Capital Management Ltd5,810$618.7 萬0.87%
Compass Financial Management LLC6,752$616.2 萬0.75%
Sitrin Capital Management LLC5,614$597.8 萬2.65%
Q3 Asset Management4,913$523.2 萬0.96%
Vaquero Private Wealth, Ltd4,890$520.7 萬1.07%
SS&H Financial Advisors, Inc.4,475$476.5 萬1.22%
Kachkovsky & Fisher, Inc.4,232$450.6 萬4.33%
Evelyn Partners Group Ltd4,109$437.6 萬0.08%
Premier Financial Group3,784$403.0 萬0.88%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.3,539$376.9 萬1.11%
Rokos Capital Management LLP3,462$368.5 萬0.05%
Thomasville National Bank3,437$366.0 萬0.20%
Moore Capital Management, LP3,386$360.6 萬0.08%
Anchor Bay Capital, Inc.4,070$341.5 萬1.84%
Markowski Investments2,722$289.9 萬0.64%
Elevated Private Wealth, LLC2,638$280.9 萬2.67%
Hudson Canyon Capital Management2,625$279.5 萬1.50%
XTX Topco Ltd2,460$262.0 萬0.03%
Stonebridge Financial Group, LLC2,410$256.6 萬0.36%
NBH Bank2,321$247.2 萬1.04%
FOCUS Wealth Advisors, LLC2,211$235.4 萬1.09%
Virtus Investment Advisers, Inc.2,173$231.4 萬0.54%
Almanack Investment Partners, LLC.2,149$228.9 萬0.29%
Axxion S.A.2,147$228.6 萬0.16%
Langley Wealth Management, LLC2,142$228.1 萬2.22%
Two Sigma Securities, LLC2,016$214.7 萬0.19%
Mirabaud Asset Management Ltd1,897$196.0 萬1.63%
Vantus Wealth LLC1,719$183.1 萬0.98%
Sawyer & Company, Inc1,692$180.2 萬0.60%
Prairie Advisory, LLC1,605$170.9 萬0.41%
Alongside, LLC1,545$164.6 萬0.31%
Atom Investors LP1,483$157.9 萬0.14%
Worth Financial Advisory Group, LLC1,468$156.4 萬0.65%
WealthCare Asset Management, LLC1,440$153.3 萬0.64%
Smith Group Asset Management, LLC1,439$153.2 萬0.06%
Gs Investments, Inc.1,428$152.1 萬1.10%
Prairie Wealth Advisors, Inc.0$148.2 萬0.35%
Park Edge Advisors, LLC1,390$148.0 萬0.32%
PeakShares LLC1,365$145.4 萬1.08%
Petra Financial Advisors Inc1,297$138.2 萬0.64%
Evanson Financial, LLC1,250$133.1 萬0.07%
Highland Investment Advisors LLC1,094$116.5 萬0.51%
Navigate Wealth Management, LLC1,266$111.4 萬0.69%
KG&L Capital Management,LLC1,040$110.7 萬0.66%
Maxele Advisors, LLC1,039$110.6 萬0.77%
Aigen Investment Management, LP1,025$109.2 萬0.30%
U S Wealth Group, LLC.1,003$106.8 萬0.64%
TriCert Investment Counsel Inc.967$103.0 萬0.10%
Sienna Gestion972$101.5 萬0.06%
Lake Hills Wealth Management, LLC927$98.7 萬0.45%
Kesler, Norman & Wride, LLC909$96.8 萬0.15%
GDS Wealth Management894$95.2 萬0.05%
Willow Creek Capital Management, Inc.874$93.1 萬0.90%
Wallace Hart LLC864$92.0 萬0.57%
Legacy Wealth Management, LLC843$89.8 萬0.23%
USA Financial Formulas840$89.5 萬0.16%
Dash Acquisitions Inc.1,035$88.6 萬0.18%
KMT Wealth Management, LLC829$88.3 萬0.75%
Stevens Capital Management LP822$87.5 萬0.21%
Capstone Triton Financial Group, LLC816$86.9 萬0.50%
Cape Cod Five Cents Savings Bank799$85.1 萬0.07%
WBI Investments796$84.8 萬0.21%
Fieldview Capital Management, LLC787$83.8 萬0.24%
Tenet Wealth Partners, LLC942$82.3 萬0.61%
FNY Investment Advisers, LLC750$79.8 萬0.29%
Capstone Wealth Management Group, Inc.736$78.4 萬0.47%
Pacific Excel Wealth Advisors, Inc.724$77.1 萬0.30%
MW Advisory, LLC719$76.6 萬0.31%
BancFirst Trust & Investment Management733$75.7 萬0.32%
Ables, Iannone, Moore & Associates, Inc.692$73.8 萬0.39%

清倉機構(104 家)

2026 年第 1 季季末持有 Caterpillar Inc、2026 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 104 家。

2026 年第 2 季清倉 CAT 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Holocene Advisors, LP292,937$2.08 億
Nearwater Capital Markets, Ltd152,000$1.08 億
Qube Research & Technologies Ltd87,621$6,208 萬
Oribel Capital Management, LP30,000$2,125 萬
FORA Capital, LLC27,673$1,960 萬
Renaissance Technologies LLC21,507$1,524 萬
Y-Intercept (Hong Kong) Ltd19,363$1,372 萬
Zimmer Partners, LP16,750$1,187 萬
ExodusPoint Capital Management, LP16,154$1,144 萬
Albar Capital Partners LLP15,054$1,067 萬
SMA Capital LLC13,375$947.6 萬
Vivaldi Capital Management, LLC12,551$889.2 萬
Quantitative Investment Management, LLC12,072$855.2 萬
Tribune Investment Group LP11,530$816.9 萬
DuPont Capital Management Corp9,052$641.3 萬
LGT Group Foundation8,455$599.0 萬
Westerkirk Capital Inc.7,877$558.1 萬
Tenere Capital LLC7,429$526.3 萬
LGT Fund Management Co Ltd.6,720$476.1 萬
Quadrature Capital Ltd6,616$468.7 萬
Tudor Investment Corp Et Al5,794$410.5 萬
Pinkerton Retirement Specialists, LLC6,635$380.1 萬
Caption Management, LLC4,400$311.7 萬
Mirabella Financial Services LLP4,353$308.4 萬
Evoke Wealth, LLC4,100$290.5 萬
SIR Capital Management, L.P.4,100$290.5 萬
Martel Wealth Advisors Inc4,000$283.4 萬
Flaharty Asset Management, LLC3,867$274.0 萬
Timothy G. Youngquist 2020 Irrevocable Trust3,843$272.3 萬
Mariner Investment Group LLC3,800$269.2 萬
Inceptionr LLC2,672$189.3 萬
SummitTX Capital, L.P.2,664$188.7 萬
Quadrant Private Wealth Management, LLC2,649$187.7 萬
Gladius Capital Management LP2,538$179.8 萬
Qsemble Capital Management, LP2,397$169.8 萬
Bank of Jackson Hole Trust2,343$166.0 萬
Dymon Asia Capital (Singapore) Pte. Ltd.2,080$147.4 萬
Limestone Investment Advisors LP2,040$144.5 萬
Redwood Wealth Management Group, LLC1,950$138.2 萬
Waratah Capital Advisors Ltd.1,928$136.6 萬
Aft, Forsyth & Company, Inc.1,815$128.6 萬
Aster Capital Management (DIFC) Ltd3,849$126.9 萬
Larry Mathis Financial Planning, LLC1,762$124.8 萬
Gerber Kawasaki Wealth & Investment Management1,733$122.8 萬
Hartford Funds Management Co LLC1,569$111.3 萬
CenterStar Asset Management, LLC1,572$111.3 萬
Strategic Equity Management1,542$109.2 萬
Jump Financial, LLC1,470$104.1 萬
Momentum Wealth Planning, LLC1,429$101.2 萬
Polymer Capital Management (HK) LTD1,368$96.9 萬
Axq Capital, LP1,302$92.2 萬
New England Research & Management, Inc.1,250$88.6 萬
Pathfinder Wealth Consulting, Inc.1,171$83.0 萬
Oasis Advisors, LLC1,157$82.3 萬
Alvarez & Marsal Private Wealth Partners, LLC1,025$72.6 萬
Infrastructure Capital Advisors, LLC1,013$71.8 萬
Mozayyx Management LLC982$69.6 萬
Sandler Capital Management965$68.4 萬
Skandinaviska Enskilda Banken AB (publ)924$65.5 萬
Wedge Capital Management L L P905$64.1 萬
QVR LLC898$63.6 萬
a16z Perennial Management, L.P.858$60.8 萬
Gsa Capital Partners LLP820$58.1 萬
Alpha Wealth Funds, LLC800$56.7 萬
Chiron Capital Management, LLC769$54.5 萬
Cinctive Capital Management LP764$54.1 萬
Northwest Financial Advisors660$46.8 萬
Moody Aldrich Partners LLC607$43.0 萬
Newport Capital Group, LLC590$41.8 萬
Board of the Pension Protection Fund560$39.7 萬
Axis Wealth Partners, LLC554$39.3 萬
Gardner Lewis Asset Management L P530$37.5 萬
Breakthru Advisory Services, LLC497$35.2 萬
Financial Concepts Unlimited, Inc.456$32.3 萬
Castleview Partners, LLC454$32.2 萬
Engineers Gate Manager LP435$30.8 萬
Hamilton Capital Partners, LLC432$30.6 萬
111 Capital429$30.4 萬
Terril Brothers, Inc.398$28.2 萬
Barnes Wealth Management Group, Inc398$28.2 萬
Tandem Investment Advisors, Inc.375$26.6 萬
Oxford Asset Management LLP373$26.4 萬
Norris Perne & French LLP370$26.2 萬
Suncoast Equity Management339$24.0 萬
Evolution Wealth Advisors, LLC337$23.9 萬
Quantum Financial Planning Services, Inc.308$21.8 萬
Nia Impact Advisors, LLC296$21.0 萬
Flavin Financial Services, Inc.294$20.9 萬
DLK Investment Management, LLC291$20.6 萬
True Link Financial Advisors, LLC174$12.3 萬
Lloyd Advisory Services, LLC.137$9.67 萬
Protective Life Corp125$8.86 萬
Sumitomo Mitsui Financial Group, Inc.100$7.08 萬
Intentional Wealth Strategies, LLC87$6.16 萬
Merkkuri Wealth Advisors LLC79$5.59 萬
Simplex Trading, LLC75$5.31 萬
Credit Industriel Et Commercial67$4.75 萬
TopTier Wealth Management, LLC60$4.22 萬
NCP Inc.28$1.98 萬
Wealth Preservation Advisors, LLC13$9,210

尚未申報 2026 年第 2 季的機構(51 家)

2026 年第 1 季季末持有 Caterpillar Inc、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 CAT、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
CWM, LLC130,235$9,227 萬
Janus Henderson Group PLC115,517$8,183 萬
TruWealth Advisors, LLC43,814$3,104 萬
Vantage Investment Partners, LLC29,952$2,122 萬
Skopos Labs, Inc.18,861$1,336 萬
U.S. Capital Wealth Advisors, LLC17,051$1,208 萬
Canandaigua National Corp15,203$1,077 萬
Signet Financial Management, LLC14,685$1,040 萬
FRG Family Wealth Advisors LLC13,717$971.8 萬
Jaffetilchin Investment Partners, LLC9,934$703.8 萬
Journey Strategic Wealth LLC5,170$366.3 萬
Exencial Wealth Advisors, LLC5,142$364.3 萬
Opes Wealth Management LLC4,876$345.4 萬
Cfo Capital Management LLC4,588$322.5 萬
Farmers Trust Co4,180$296.1 萬
Evelyn Partners Investment Management LLP4,179$296.1 萬
Sunbelt Securities, Inc.3,580$253.6 萬
Stillwater Wealth Management Group3,194$226.3 萬
Gibbs Wealth Management2,827$200.3 萬
Richard Bernstein Advisors LLC2,643$187.2 萬
GM Advisory Group, Inc.2,030$143.8 萬
Claris Financial LLC2,000$141.7 萬
Leo Wealth, LLC1,531$108.5 萬
Charter Oak Capital Management, LLC1,414$100.2 萬
Capital Planning Advisors, LLC1,365$96.7 萬
Smart Portfolios, LLC1,361$96.4 萬
Evanson Asset Management, LLC1,250$88.6 萬
Catalina Capital Group, LLC1,001$70.9 萬
USA Financial Portformulas Corp973$68.9 萬
DGS Capital Management, LLC951$67.4 萬
Capstone Wealth Management Group LLC836$59.2 萬
First Affirmative Financial Network812$57.5 萬
TCFG Wealth Management, LLC810$57.4 萬
Anfield Capital Management, LLC613$43.4 萬
Omnitrust Wealth Management, Inc532$37.7 萬
Coordinated Financial Services, Inc.428$30.3 萬
McIlrath & Eck, LLC427$30.2 萬
TSG Advice Partners, LLC421$29.9 萬
North Ridge Wealth Advisors, Inc.400$28.3 萬
Moseley Investment Management Inc396$28.1 萬
Mill Creek Capital Advisors, LLC367$26.0 萬
Sterling Manor Financial, LLC315$22.3 萬
Strategic Planning, Inc.311$22.0 萬
Canandaigua National Trust Co of Florida308$21.8 萬
Horizons Wealth Management249$17.6 萬
Evelyn Partners Investment Management (Europe) Ltd200$14.2 萬
Evelyn Partners Investment Management Services Ltd63$4.46 萬
Evelyn Partners Asset Management Ltd19$1.35 萬
Red Tortoise LLC17$1.20 萬
Sofos Investments, Inc.6$4,251
Arcadia Investment Management Corp4$2,834