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 13F 持有人
Caterpillar Inc 在 2026/6/30 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
- 4,070
- 較 2026 年第 1 季 +349 家
- 持有股數
- 3.31 億
- 較 2026 年第 1 季 −49.3 萬 (−0.1%)
- 總市值
- $3,511 億
- 較 2026 年第 1 季 +$1,194 億 (+51.5%)
- 新進機構
- 453
- 另有 1,440 家加碼
- 清倉機構
- 104
- 另有 1,610 家減碼
另有 51 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 |
2026 年第 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Central Valley Advisors, LLC | 977 | $104.0 萬 | 0.27% | 00.0% | 不變 |
| RW Investment Management LLC | 978 | $104.1 萬 | 0.09% | 00.0% | 不變 |
| Fosun International Ltd | 978 | $104.1 萬 | 0.23% | 00.0% | 不變 |
| Wealth Management Nebraska | 978 | $104.2 萬 | 0.09% | −61−5.9% | 減碼 |
| Raleigh Capital Management Inc. | 979 | $104.2 萬 | 0.33% | −624−38.9% | 減碼 |
| Kelly Lawrence W & Associates Inc | 979 | $104.3 萬 | 0.22% | 00.0% | 不變 |
| Accent Capital Management, LLC | 980 | $104.4 萬 | 0.45% | +904+1,189.5% | 加碼 |
| True Wealth Design, LLC | 980 | $104.4 萬 | 0.25% | −37−3.6% | 減碼 |
| Shrier Wealth Management, LLC | 982 | $104.6 萬 | 0.35% | +338+52.5% | 加碼 |
| Formidable Asset Management, LLC | 1,478 | $104.7 萬 | 0.17% | +170+13.0% | 加碼 |
| Personal Cfo Solutions, LLC | 984 | $104.7 萬 | 0.15% | −41−4.0% | 減碼 |
| Trust Co of Kansas | 985 | $104.9 萬 | 0.54% | −100−9.2% | 減碼 |
| First Financial Corp | 987 | $105.1 萬 | 0.36% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 987 | $105.1 萬 | 0.13% | −312−24.0% | 減碼 |
| Falcon Wealth Planning | 989 | $105.3 萬 | 0.07% | +54+5.8% | 加碼 |
| Texas Bank & Trust Co | 989 | $105.3 萬 | 0.35% | +183+22.7% | 加碼 |
| Beacon Financial Group | 991 | $105.6 萬 | 0.10% | +68+7.4% | 加碼 |
| CFC Planning Co LLC | 994 | $105.9 萬 | 0.63% | −41−4.0% | 減碼 |
| Rothschild Capital Partners, LLC | 996 | $106.1 萬 | 0.23% | +2+0.2% | 加碼 |
| U S Global Investors Inc | 1,000 | $106.5 萬 | 0.10% | 00.0% | 不變 |
| First Hawaiian Bank | 1,000 | $106.5 萬 | 0.13% | 00.0% | 不變 |
| Alamar Capital Management, LLC | 1,000 | $106.5 萬 | 0.54% | 00.0% | 不變 |
| Prodigy Asset Management LLC | 1,000 | $106.5 萬 | 0.32% | 00.0% | 不變 |
| Davidson Trust Co | 1,000 | $106.5 萬 | 0.42% | 00.0% | 不變 |
| Goldstein Advisors, LLC | 1,001 | $106.6 萬 | 0.10% | +688+219.8% | 加碼 |
| Warther Private Wealth, LLC | 1,001 | $106.6 萬 | 0.23% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 1,002 | $106.7 萬 | 0.14% | 00.0% | 不變 |
| U S Wealth Group, LLC. | 1,003 | $106.8 萬 | 0.64% | +1,003 | 新進 |
| First Western Trust Bank | 1,004 | $106.9 萬 | 0.05% | +4+0.4% | 加碼 |
| Private Wealth Partners, LLC | 1,007 | $107.2 萬 | 0.08% | −20−1.9% | 減碼 |
| Atlas Legacy Advisors, LLC | 1,096 | $107.3 萬 | 0.16% | +197+21.9% | 加碼 |
| Intesa Sanpaolo Wealth Management | 1,008 | $107.3 萬 | 0.21% | +189+23.1% | 加碼 |
| CWS Financial Advisors, LLC | 1,009 | $107.4 萬 | 0.24% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 1,010 | $107.6 萬 | 0.23% | −7−0.7% | 減碼 |
| CCG Wealth Management, LLC | 1,011 | $107.7 萬 | 0.25% | +11+1.1% | 加碼 |
| Bingham Private Wealth, LLC | 1,012 | $107.8 萬 | 0.74% | +26+2.6% | 加碼 |
| Arbor Investment Advisors, LLC | 1,013 | $107.9 萬 | 0.12% | −1−0.1% | 減碼 |
| Ledgewood Wealth Advisors, LLC | 1,017 | $108.3 萬 | 0.57% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 1,017 | $108.3 萬 | 0.10% | +2+0.2% | 加碼 |
| Channel Wealth LLC | 1,018 | $108.4 萬 | 0.24% | 00.0% | 不變 |
| Hengehold Capital Management LLC | 1,018 | $108.4 萬 | 0.08% | −151−12.9% | 減碼 |
| Manchester Capital Management LLC | 1,021 | $108.7 萬 | 0.14% | +36+3.7% | 加碼 |
| Hanlon Investment Management, Inc. | 1,023 | $108.9 萬 | 0.58% | −286−21.8% | 減碼 |
| Fairfield, Bush & Co. | 1,024 | $109.0 萬 | 0.54% | −26−2.5% | 減碼 |
| Aigen Investment Management, LP | 1,025 | $109.2 萬 | 0.30% | +1,025 | 新進 |
| Mowery & Schoenfeld Wealth Management, LLC | 1,025 | $109.2 萬 | 1.49% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 1,026 | $109.3 萬 | 0.01% | +113+12.4% | 加碼 |
| Verity Asset Management, Inc. | 1,027 | $109.3 萬 | 0.41% | −417−28.9% | 減碼 |
| Capital Financial Group Inc | 1,027 | $109.4 萬 | 0.57% | +46+4.7% | 加碼 |
| Kaizen Financial Strategies | 1,103 | $109.4 萬 | 0.43% | −144−11.5% | 減碼 |
| AIA Group Ltd | 1,028 | $109.5 萬 | 0.01% | −3,314−76.3% | 減碼 |
| Smallwood Wealth Investment Management, LLC | 1,028 | $109.5 萬 | 0.48% | 00.0% | 不變 |
| Embree Financial Group | 1,029 | $109.5 萬 | 0.11% | +32+3.2% | 加碼 |
| Donoghue Forlines LLC | 1,029 | $109.6 萬 | 0.28% | −272−20.9% | 減碼 |
| Ade, LLC | 1,029 | $109.6 萬 | 0.46% | −61−5.6% | 減碼 |
| Narus Financial Partners, LLC | 1,031 | $109.8 萬 | 0.28% | −99−8.8% | 減碼 |
| Byrne Financial Freedom, LLC | 1,031 | $109.8 萬 | 0.43% | +161+18.5% | 加碼 |
| Vista Investment Partners II, LLC | 1,032 | $109.9 萬 | 0.43% | −1−0.1% | 減碼 |
| KFA Private Wealth Group, LLC | 1,032 | $110.0 萬 | 0.26% | −654−38.8% | 減碼 |
| Van Cleef Asset Management,Inc | 1,033 | $110.0 萬 | 0.11% | −30−2.8% | 減碼 |
| Gilman Hill Asset Management, LLC | 1,035 | $110.2 萬 | 0.15% | −208−16.7% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 1,035 | $110.3 萬 | 0.13% | 00.0% | 不變 |
| Parkway Wealth Management Group, LLC | 1,039 | $110.6 萬 | 0.13% | −5−0.5% | 減碼 |
| Maxele Advisors, LLC | 1,039 | $110.6 萬 | 0.77% | +1,039 | 新進 |
| KG&L Capital Management,LLC | 1,040 | $110.7 萬 | 0.66% | +1,040 | 新進 |
| Regatta Capital Group, LLC | 1,041 | $110.8 萬 | 0.15% | −85−7.5% | 減碼 |
| May Hill Capital, LLC | 1,041 | $110.9 萬 | 0.23% | +74+7.7% | 加碼 |
| Advisortrust Partners, LLC | 1,043 | $111.1 萬 | 0.38% | +106+11.3% | 加碼 |
| Gradient Capital Advisors, LLC | 1,044 | $111.2 萬 | 0.26% | −12−1.1% | 減碼 |
| Coastwise Capital Group, LLC | 1,045 | $111.3 萬 | 0.65% | −65−5.9% | 減碼 |
| Intrua Financial, LLC | 1,046 | $111.4 萬 | 0.11% | +101+10.7% | 加碼 |
| Crusonia Wealth Advisors LLC | 1,046 | $111.4 萬 | 0.18% | +333+46.7% | 加碼 |
| Navigate Wealth Management, LLC | 1,266 | $111.4 萬 | 0.69% | +1,266 | 新進 |
| Alesco Advisors LLC | 1,048 | $111.6 萬 | 0.03% | −65−5.8% | 減碼 |
| Puzo Michael J | 1,050 | $111.8 萬 | 0.29% | −75−6.7% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 1,050 | $111.8 萬 | 0.06% | 00.0% | 不變 |
| B.O.S.S. Retirement Advisors, LLC | 1,051 | $112.0 萬 | 0.30% | −48−4.4% | 減碼 |
| Christine Messmer PC | 1,053 | $112.1 萬 | 0.63% | −83−7.3% | 減碼 |
| Blackhawk Capital Partners LLC. | 1,053 | $112.1 萬 | 0.37% | −722−40.7% | 減碼 |
| Wealth Advisors of Iowa, LLC | 1,054 | $112.3 萬 | 0.30% | 00.0% | 不變 |
| North Berkeley Wealth Management, LLC | 1,055 | $112.3 萬 | 0.45% | 00.0% | 不變 |
| Miller Wealth Advisors, LLC | 1,056 | $112.5 萬 | 0.48% | 00.0% | 不變 |
| Kane Investment Management, Inc. | 1,056 | $112.5 萬 | 0.48% | +552+109.5% | 加碼 |
| Buckhead Capital Management LLC | 1,059 | $112.8 萬 | 0.39% | +103+10.8% | 加碼 |
| XY Planning Network, Inc. | 1,061 | $113.0 萬 | 0.14% | −195−15.5% | 減碼 |
| Millington Financial Advisors, LLC | 1,286 | $113.2 萬 | 0.45% | −9−0.7% | 減碼 |
| SkyOak Wealth, LLC | 1,064 | $113.3 萬 | 0.19% | 00.0% | 不變 |
| Silver Grove Financial Group, Inc. | 1,064 | $113.3 萬 | 0.61% | −93−8.0% | 減碼 |
| Onyx Financial Advisors, LLC | 1,066 | $113.5 萬 | 0.41% | +2+0.2% | 加碼 |
| Legacy Trust | 1,066 | $113.5 萬 | 0.20% | −425−28.5% | 減碼 |
| Community Financial Services Group, LLC | 1,146 | $113.6 萬 | 0.17% | +771+205.6% | 加碼 |
| Southland Equity Partners LLC | 1,068 | $113.7 萬 | 0.20% | +32+3.1% | 加碼 |
| Archford Capital Strategies, LLC | 1,069 | $113.8 萬 | 0.12% | +68+6.8% | 加碼 |
| Dutch Asset Corp | 1,069 | $113.9 萬 | 0.57% | +146+15.8% | 加碼 |
| Legacy Financial Group, Inc. | 1,070 | $113.9 萬 | 0.27% | −4−0.4% | 減碼 |
| Laurel Wealth Advisors LLC | 1,070 | $113.9 萬 | 0.11% | −47−4.2% | 減碼 |
| West Wealth Group, LLC | 1,070 | $114.0 萬 | 0.19% | +151+16.4% | 加碼 |
| CJM Wealth Advisers, Ltd. | 1,071 | $114.0 萬 | 0.30% | −4−0.4% | 減碼 |
| Greenwood Capital Associates LLC | 1,074 | $114.4 萬 | 0.11% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 1,076 | $114.5 萬 | 0.13% | +5+0.5% | 加碼 |