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 |
|---|---|---|---|---|---|
| Petix & Botte Co | 1,376 | $146.5 萬 | 0.29% | +689+100.3% | 加碼 |
| First Pacific Financial | 1,382 | $147.1 萬 | 0.18% | +26+1.9% | 加碼 |
| Planned Solutions, Inc. | 1,385 | $147.5 萬 | 0.42% | +23+1.7% | 加碼 |
| Sweeney & Michel, LLC | 1,753 | $147.6 萬 | 0.39% | +1+0.1% | 加碼 |
| ZWJ Investment Counsel Inc | 1,388 | $147.8 萬 | 0.05% | +7+0.5% | 加碼 |
| Northside Capital Management, LLC | 1,387 | $147.8 萬 | 0.12% | −50−3.5% | 減碼 |
| Register Financial Advisors LLC | 1,388 | $147.9 萬 | 0.45% | +64+4.8% | 加碼 |
| Davidson Investment Advisors | 1,389 | $147.9 萬 | 0.06% | 00.0% | 不變 |
| Park Edge Advisors, LLC | 1,390 | $148.0 萬 | 0.32% | +1,390 | 新進 |
| Prairie Wealth Advisors, Inc. | 0 | $148.2 萬 | 0.35% | 0 | 新進 |
| Peachtree Investment Partners, LLC | 1,394 | $148.5 萬 | 0.48% | +334+31.5% | 加碼 |
| Elgethun Capital Management | 1,395 | $148.6 萬 | 0.21% | +35+2.6% | 加碼 |
| LCNB Corp | 1,397 | $148.8 萬 | 0.46% | −407−22.6% | 減碼 |
| GeoWealth Management, LLC | 1,396 | $148.9 萬 | 0.05% | +130+10.3% | 加碼 |
| Rbo & Co LLC | 1,400 | $149.1 萬 | 0.24% | −100−6.7% | 減碼 |
| Monetta Financial Services Inc | 1,400 | $149.1 萬 | 1.00% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 1,400 | $149.1 萬 | 0.43% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 1,411 | $150.2 萬 | 0.07% | −238−14.4% | 減碼 |
| Balboa Wealth Partners | 1,414 | $150.6 萬 | 0.21% | +106+8.1% | 加碼 |
| Tumwater Wealth Management, LLC | 1,416 | $150.8 萬 | 0.55% | +1+0.1% | 加碼 |
| apricus wealth, LLC | 1,420 | $151.2 萬 | 0.72% | +26+1.9% | 加碼 |
| Annex Advisory Services, LLC | 1,420 | $151.2 萬 | 0.03% | +123+9.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 1,423 | $151.5 萬 | 0.08% | −2,420−63.0% | 減碼 |
| Juno Financial Group LLC | 1,423 | $151.5 萬 | 0.54% | −110−7.2% | 減碼 |
| Mosaic Advisors LLC | 1,425 | $151.7 萬 | 2.04% | 00.0% | 不變 |
| Blankinship & Foster, LLC | 1,426 | $151.9 萬 | 0.31% | 00.0% | 不變 |
| Swiss Re Ltd | 1,428 | $152.1 萬 | 0.14% | +1,200+526.3% | 加碼 |
| Gs Investments, Inc. | 1,428 | $152.1 萬 | 1.10% | +1,428 | 新進 |
| Trustco Bank Corp N Y | 1,428 | $152.1 萬 | 1.11% | −60−4.0% | 減碼 |
| Coyle Financial Counsel LLC | 1,429 | $152.2 萬 | 0.28% | +35+2.5% | 加碼 |
| Magnolia Capital Advisors LLC | 1,429 | $152.2 萬 | 0.26% | −106−6.9% | 減碼 |
| Chancellor Financial Group WB LP | 1,433 | $152.6 萬 | 0.94% | −1,440−50.1% | 減碼 |
| Capital Advisors Wealth Management, LLC | 1,433 | $152.6 萬 | 0.18% | +35+2.5% | 加碼 |
| Union Savings Bank | 1,435 | $152.8 萬 | 0.61% | −76−5.0% | 減碼 |
| Alchemi Wealth, LLC | 1,435 | $152.9 萬 | 0.72% | +134+10.3% | 加碼 |
| Waters Parkerson & Co., LLC | 1,438 | $153.1 萬 | 0.08% | −50−3.4% | 減碼 |
| Smith Group Asset Management, LLC | 1,439 | $153.2 萬 | 0.06% | +1,439 | 新進 |
| WealthCare Asset Management, LLC | 1,440 | $153.3 萬 | 0.64% | +1,440 | 新進 |
| Moss Adams Wealth Advisors LLC | 1,441 | $153.5 萬 | 0.10% | +48+3.4% | 加碼 |
| Sanchez Wealth Management Group | 1,442 | $153.5 萬 | 0.27% | +3+0.2% | 加碼 |
| Transcendent Capital Group LLC | 1,447 | $154.1 萬 | 0.60% | −3−0.2% | 減碼 |
| Goepper Burkhardt LLC | 1,447 | $154.1 萬 | 0.46% | −20−1.4% | 減碼 |
| Income Insurance Ltd | 1,449 | $154.3 萬 | 0.92% | +40+2.8% | 加碼 |
| McCollum Christoferson Group LLC | 1,450 | $154.4 萬 | 0.45% | 00.0% | 不變 |
| Caliber Wealth Management, LLC | 1,450 | $154.4 萬 | 0.15% | +79+5.8% | 加碼 |
| Clark Asset Management, LLC | 1,452 | $154.6 萬 | 0.12% | +38+2.7% | 加碼 |
| Bravera Wealth | 1,453 | $154.7 萬 | 0.59% | −23−1.6% | 減碼 |
| Interchange Capital Partners, LLC | 1,455 | $154.8 萬 | 0.29% | +247+20.4% | 加碼 |
| Paulson Wealth Management Inc. | 1,458 | $155.3 萬 | 0.33% | +6+0.4% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 1,458 | $155.3 萬 | 0.09% | +40+2.8% | 加碼 |
| West Family Investments, Inc. | 1,461 | $155.6 萬 | 0.45% | +231+18.8% | 加碼 |
| Sanchez Levi Garrett | 1,463 | $155.8 萬 | 0.85% | +24+1.7% | 加碼 |
| Stokes Family Office, LLC | 1,465 | $156.0 萬 | 0.18% | −149−9.2% | 減碼 |
| Proactive Wealth Strategies LLC | 1,464 | $156.1 萬 | 0.25% | +727+98.6% | 加碼 |
| Sun Financial Inc | 1,865 | $156.2 萬 | 0.74% | −509−21.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,467 | $156.2 萬 | 0.02% | −318−17.8% | 減碼 |
| Commonwealth Financial Services, LLC | 1,468 | $156.3 萬 | 0.21% | +161+12.3% | 加碼 |
| Worth Financial Advisory Group, LLC | 1,468 | $156.4 萬 | 0.65% | +1,468 | 新進 |
| Aberdeen Wealth Management LLC | 1,470 | $156.6 萬 | 0.75% | −683−31.7% | 減碼 |
| OneAscent Wealth Management LLC | 1,474 | $157.0 萬 | 0.47% | +1+0.1% | 加碼 |
| Thayer Partners, LLC | 1,475 | $157.0 萬 | 0.65% | −121−7.6% | 減碼 |
| Cromwell Holdings LLC | 1,476 | $157.2 萬 | 0.71% | 00.0% | 不變 |
| Atom Investors LP | 1,483 | $157.9 萬 | 0.14% | +1,483 | 新進 |
| FSA Advisors, Inc. | 1,490 | $158.6 萬 | 0.73% | +3+0.2% | 加碼 |
| Burton Enright Welch | 1,496 | $159.3 萬 | 0.19% | −176−10.5% | 減碼 |
| Vicus Capital | 1,498 | $159.5 萬 | 0.10% | −211−12.3% | 減碼 |
| Bill Few Associates, Inc. | 1,499 | $159.6 萬 | 0.34% | −392−20.7% | 減碼 |
| Chickasaw Capital Management LLC | 1,500 | $159.7 萬 | 0.06% | 00.0% | 不變 |
| Slocum, Gordon & Co LLP | 1,503 | $160.1 萬 | 1.06% | +3+0.2% | 加碼 |
| SJS Investment Consulting Inc. | 1,504 | $160.2 萬 | 0.17% | +116+8.4% | 加碼 |
| Lewis Asset Management, LLC | 1,505 | $160.3 萬 | 0.56% | +1,189+376.3% | 加碼 |
| FSB Premier Wealth Management, Inc. | 1,507 | $160.5 萬 | 0.45% | +196+15.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 1,509 | $160.7 萬 | 0.33% | +178+13.4% | 加碼 |
| Woodstock Corp | 1,510 | $160.8 萬 | 0.13% | −47−3.0% | 減碼 |
| Harbour Trust & Investment Management Co | 1,510 | $160.8 萬 | 0.15% | −29−1.9% | 減碼 |
| Hickory Point Bank & Trust | 1,511 | $160.9 萬 | 0.98% | −15−1.0% | 減碼 |
| AdvisorShares Investments LLC | 1,511 | $160.9 萬 | 0.19% | +770+103.9% | 加碼 |
| Birchcreek Wealth Management, LLC | 1,515 | $161.3 萬 | 0.63% | +225+17.4% | 加碼 |
| Affinity Capital Advisors, LLC | 1,673 | $162.3 萬 | 0.20% | +31+1.9% | 加碼 |
| Baron Wealth Management LLC | 1,528 | $162.7 萬 | 0.42% | +68+4.7% | 加碼 |
| Destination Wealth Management | 1,529 | $162.9 萬 | 0.04% | +203+15.3% | 加碼 |
| NVWM, LLC | 1,530 | $162.9 萬 | 0.33% | +20+1.3% | 加碼 |
| KMG Fiduciary Partners, LLC | 1,530 | $163.0 萬 | 0.15% | −6,568−81.1% | 減碼 |
| HORAN Wealth, LLC | 1,535 | $163.5 萬 | 0.20% | −1,275−45.4% | 減碼 |
| Regal Investment Advisors LLC | 1,540 | $164.0 萬 | 0.09% | −479−23.7% | 減碼 |
| SAM Advisors, LLC | 1,540 | $164.0 萬 | 0.45% | 00.0% | 不變 |
| Gould Asset Management LLC | 1,544 | $164.4 萬 | 0.26% | −1−0.1% | 減碼 |
| Sterling Investment Advisors, Ltd. | 1,545 | $164.5 萬 | 0.27% | −296−16.1% | 減碼 |
| 49 Wealth Management, LLC | 1,545 | $164.6 萬 | 0.31% | +155+11.2% | 加碼 |
| Alongside, LLC | 1,545 | $164.6 萬 | 0.31% | +1,545 | 新進 |
| McBroom & Associates, LLC | 1,550 | $165.1 萬 | 0.83% | −256−14.2% | 減碼 |
| Waycross Partners, LLC | 1,550 | $165.1 萬 | 0.14% | −200−11.4% | 減碼 |
| Trinity Financial Advisors LLC | 1,550 | $165.1 萬 | 0.42% | 00.0% | 不變 |
| BIP Wealth, LLC | 1,553 | $165.4 萬 | 0.05% | +597+62.4% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,557 | $165.8 萬 | 0.48% | −3,001−65.8% | 減碼 |
| Madison Wealth Partners, Inc | 1,558 | $165.9 萬 | 0.21% | +272+21.2% | 加碼 |
| Sendero Wealth Management, LLC | 1,560 | $166.1 萬 | 0.17% | +11+0.7% | 加碼 |
| 55 North Private Wealth, LLC | 1,561 | $166.2 萬 | 0.33% | +85+5.8% | 加碼 |
| Linscomb & Williams, Inc. | 1,562 | $166.3 萬 | 0.07% | −1,065−40.5% | 減碼 |
| Camden National Bank | 1,565 | $166.7 萬 | 0.22% | −32−2.0% | 減碼 |