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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1,200 | $127.8 萬 | 0.17% | −40−3.2% | 減碼 |
| Keb Asset Management, LLC | 1,204 | $128.2 萬 | 0.21% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 1,206 | $128.4 萬 | 0.48% | 00.0% | 不變 |
| Maple Capital Management, Inc. | 1,206 | $128.5 萬 | 0.08% | 00.0% | 不變 |
| Bridgewealth Advisory Group, LLC | 1,208 | $128.7 萬 | 0.24% | −67−5.3% | 減碼 |
| Oakmont Investment Advisors, Inc. | 1,208 | $128.7 萬 | 0.89% | −96−7.4% | 減碼 |
| Legacy Financial Group LLC | 1,212 | $129.0 萬 | 0.15% | +6+0.5% | 加碼 |
| Hamilton Capital, LLC | 1,212 | $129.1 萬 | 0.06% | +37+3.1% | 加碼 |
| Vines Capital Management, LLC | 1,214 | $129.3 萬 | 1.06% | 00.0% | 不變 |
| Congress Park Capital LLC | 1,215 | $129.4 萬 | 0.35% | −370−23.3% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 1,215 | $129.4 萬 | 0.09% | 00.0% | 不變 |
| Northstar Financial Companies, Inc. | 1,215 | $129.4 萬 | 0.87% | 00.0% | 不變 |
| Black Diamond Financial, LLC | 1,218 | $129.7 萬 | 0.11% | +16+1.3% | 加碼 |
| Private Capital Management, LLC | 1,220 | $129.9 萬 | 0.12% | 00.0% | 不變 |
| First Nebraska Trust Co | 1,222 | $130.1 萬 | 0.11% | −50−3.9% | 減碼 |
| Madison Asset Management, LLC | 1,223 | $130.2 萬 | 0.02% | −576−32.0% | 減碼 |
| Heritage Wealth Advisors | 1,223 | $130.2 萬 | 0.04% | 00.0% | 不變 |
| Joule Financial, LLC | 1,224 | $130.3 萬 | 0.35% | +4+0.3% | 加碼 |
| Fiduciary Financial Group, LLC | 1,224 | $130.3 萬 | 0.15% | +102+9.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,228 | $130.8 萬 | 0.01% | 00.0% | 不變 |
| Bangor Savings Bank | 1,231 | $131.1 萬 | 0.10% | 00.0% | 不變 |
| MFA Wealth Services | 1,231 | $131.1 萬 | 0.78% | −67−5.2% | 減碼 |
| Vista Investment Partners LLC | 1,237 | $131.7 萬 | 0.33% | −13−1.0% | 減碼 |
| Monarch Capital Management Inc | 1,237 | $131.7 萬 | 0.30% | 00.0% | 不變 |
| Anchyra Partners LLC | 1,239 | $131.9 萬 | 0.32% | +80+6.9% | 加碼 |
| Mengis Capital Management, Inc. | 1,241 | $132.2 萬 | 0.20% | −95−7.1% | 減碼 |
| Greenline Partners, LLC | 1,242 | $132.3 萬 | 0.13% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 1,243 | $132.4 萬 | 0.41% | +210+20.3% | 加碼 |
| Oakwell Private Wealth Management, LLC | 1,246 | $132.7 萬 | 0.22% | +842+208.4% | 加碼 |
| YHB Investment Advisors, Inc. | 1,249 | $133.0 萬 | 0.09% | −69−5.2% | 減碼 |
| Cane Capital Partners, LLC | 1,249 | $133.0 萬 | 0.53% | −122−8.9% | 減碼 |
| Evanson Financial, LLC | 1,250 | $133.1 萬 | 0.07% | +1,250 | 新進 |
| GLOBALT Investments LLC | 1,252 | $133.3 萬 | 0.04% | −1−0.1% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,259 | $134.1 萬 | 0.20% | −105−7.7% | 減碼 |
| Onefund, LLC | 1,259 | $134.1 萬 | 0.76% | −27−2.1% | 減碼 |
| Palogic Value Management, L.P. | 1,261 | $134.3 萬 | 0.48% | −75−5.6% | 減碼 |
| Legacy Advisors, LLC | 1,263 | $134.5 萬 | 0.13% | +280+28.5% | 加碼 |
| First Community Trust NA | 1,264 | $134.6 萬 | 0.61% | +313+32.9% | 加碼 |
| Bay Capital Advisors, LLC | 1,266 | $134.8 萬 | 0.72% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,269 | $135.1 萬 | 0.38% | −11−0.9% | 減碼 |
| Alpha Family Trust | 1,270 | $135.2 萬 | 0.54% | 00.0% | 不變 |
| First Growth Capital LLC | 1,271 | $135.3 萬 | 1.03% | −28−2.2% | 減碼 |
| Sunbeam Capital Management, LLC | 1,272 | $135.5 萬 | 0.62% | +108+9.3% | 加碼 |
| Future Fund LLC | 1,277 | $136.0 萬 | 0.39% | −475−27.1% | 減碼 |
| PKS Advisory Services, LLC | 1,278 | $136.1 萬 | 0.22% | +724+130.7% | 加碼 |
| Fund Advisors of America Inc | 1,279 | $136.2 萬 | 1.24% | −15−1.2% | 減碼 |
| Orrstown Financial Services Inc | 1,280 | $136.3 萬 | 0.20% | −32−2.4% | 減碼 |
| Hardin Capital Partners, LLC | 1,275 | $136.6 萬 | 0.63% | −60−4.5% | 減碼 |
| Investment Advisory Services Inc | 1,283 | $136.6 萬 | 0.39% | −282−18.0% | 減碼 |
| LFA - Lugano Financial Advisors SA | 1,284 | $136.7 萬 | 0.82% | +34+2.7% | 加碼 |
| Bull Harbor Capital LLC | 1,284 | $136.8 萬 | 0.27% | +113+9.6% | 加碼 |
| Petra Financial Advisors Inc | 1,297 | $138.2 萬 | 0.64% | +1,297 | 新進 |
| Insight Advisors, LLC | 1,298 | $138.2 萬 | 0.24% | +7+0.5% | 加碼 |
| Merrion Investment Management Co, LLC | 1,300 | $138.4 萬 | 0.66% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 1,304 | $138.9 萬 | 0.28% | −26−2.0% | 減碼 |
| Global Trust Wealth Management LLC | 1,306 | $139.1 萬 | 0.96% | −1,158−47.0% | 減碼 |
| Capital Square, LLC | 1,460 | $139.1 萬 | 0.61% | +10+0.7% | 加碼 |
| Enterprise Financial Services Corp | 1,308 | $139.3 萬 | 0.57% | +160+13.9% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 1,315 | $140.0 萬 | 0.61% | +9+0.7% | 加碼 |
| CacheTech Inc. | 1,315 | $140.0 萬 | 0.23% | −46−3.4% | 減碼 |
| Uniting Wealth Partners, LLC | 1,315 | $140.0 萬 | 0.28% | −36−2.7% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 1,321 | $140.7 萬 | 0.10% | +853+182.3% | 加碼 |
| Morris Retirement Advisors, LLC | 1,322 | $140.8 萬 | 0.51% | −169−11.3% | 減碼 |
| Warwick Investment Management, Inc. | 1,323 | $140.9 萬 | 0.16% | +44+3.4% | 加碼 |
| S.A. Mason LLC | 1,324 | $141.0 萬 | 0.43% | +29+2.2% | 加碼 |
| Bellwether Advisors, LLC | 1,324 | $141.0 萬 | 0.21% | −5,335−80.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,324 | $141.0 萬 | 0.17% | −22−1.6% | 減碼 |
| Penn Davis McFarland Inc | 1,328 | $141.4 萬 | 0.13% | −72−5.1% | 減碼 |
| VeraBank, N.A. | 1,328 | $141.4 萬 | 0.23% | −50−3.6% | 減碼 |
| Sivia Capital Partners, LLC | 1,329 | $141.5 萬 | 0.17% | +25+1.9% | 加碼 |
| McMill Wealth Management | 1,331 | $141.7 萬 | 0.34% | 00.0% | 不變 |
| Grant Street Asset Management, Inc. | 1,332 | $141.8 萬 | 0.23% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 1,337 | $142.4 萬 | 0.22% | −698−34.3% | 減碼 |
| West Paces Advisors Inc. | 1,338 | $142.5 萬 | 0.24% | −58−4.2% | 減碼 |
| Fractal Investments LLC | 1,342 | $142.9 萬 | 0.16% | +900+203.6% | 加碼 |
| Wincap Financial LLC | 1,344 | $143.1 萬 | 0.77% | +430+47.0% | 加碼 |
| Leonteq Securities AG | 1,345 | $143.2 萬 | 0.09% | −5,280−79.7% | 減碼 |
| NTV Asset Management LLC | 1,345 | $143.2 萬 | 0.14% | +200+17.5% | 加碼 |
| Peoples Bank | 1,348 | $143.5 萬 | 1.40% | +25+1.9% | 加碼 |
| AF Advisors, Inc. | 1,349 | $143.7 萬 | 0.71% | −100−6.9% | 減碼 |
| Sandy Cove Advisors, LLC | 1,349 | $143.7 萬 | 0.36% | +53+4.1% | 加碼 |
| Thomas Story & Son LLC | 1,350 | $143.8 萬 | 0.51% | 00.0% | 不變 |
| Traveka Wealth, LLC | 1,350 | $143.8 萬 | 0.48% | +6+0.4% | 加碼 |
| Quadcap Wealth Management, LLC | 1,353 | $144.1 萬 | 0.14% | +82+6.5% | 加碼 |
| Center For Asset Management LLC | 1,353 | $144.1 萬 | 0.64% | +9+0.7% | 加碼 |
| Range Financial Group LLC | 1,354 | $144.2 萬 | 0.39% | −97−6.7% | 減碼 |
| Pacifica Partners Inc. | 1,497 | $144.2 萬 | 0.43% | −319−17.6% | 減碼 |
| Cpwa, LLC | 1,356 | $144.4 萬 | 1.68% | +1+0.1% | 加碼 |
| Asset Planning,Inc | 1,358 | $144.6 萬 | 0.94% | +122+9.9% | 加碼 |
| Wendell David Associates Inc | 1,358 | $144.6 萬 | 0.15% | 00.0% | 不變 |
| Wescott Financial Advisory Group, LLC | 1,359 | $144.7 萬 | 0.11% | +7+0.5% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,360 | $144.8 萬 | 0.53% | −78−5.4% | 減碼 |
| Jeppson Wealth Management, LLC | 1,361 | $144.9 萬 | 0.43% | −140−9.3% | 減碼 |
| David J Yvars Group | 1,361 | $144.9 萬 | 0.71% | −16−1.2% | 減碼 |
| Cauble & Harre Wealth Management, Inc. | 1,362 | $145.0 萬 | 1.16% | −50−3.5% | 減碼 |
| Frisch Financial Group, Inc. | 1,363 | $145.1 萬 | 0.25% | −228−14.3% | 減碼 |
| PeakShares LLC | 1,365 | $145.4 萬 | 1.08% | +1,365 | 新進 |
| Worth Asset Management, LLC | 1,367 | $145.6 萬 | 0.47% | −1,765−56.4% | 減碼 |
| WJ Financial Advisors LLC | 1,370 | $145.9 萬 | 1.07% | −20−1.4% | 減碼 |
| Fca Corp | 1,375 | $146.4 萬 | 0.36% | 00.0% | 不變 |