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 |
|---|---|---|---|---|---|
| SeaBridge Investment Advisors LLC | 1,565 | $166.7 萬 | 0.24% | 00.0% | 不變 |
| McGowan Group Asset Management, Inc. | 1,565 | $166.7 萬 | 0.20% | −88−5.3% | 減碼 |
| Compass Capital Corp | 1,938 | $166.9 萬 | 0.54% | +199+11.4% | 加碼 |
| Seeds Investor LLC | 1,568 | $167.0 萬 | 0.17% | +268+20.6% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 1,570 | $167.2 萬 | 0.25% | +7+0.4% | 加碼 |
| Contravisory Investment Management, Inc. | 1,573 | $167.5 萬 | 0.30% | +18+1.2% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 1,573 | $167.5 萬 | 1.02% | +164+11.6% | 加碼 |
| Stonebridge Capital Advisors LLC | 1,576 | $167.8 萬 | 0.11% | +37+2.4% | 加碼 |
| Pacitti Group Inc. | 1,577 | $167.9 萬 | 0.53% | −34−2.1% | 減碼 |
| Goldenstone Wealth Management LLC | 1,577 | $167.9 萬 | 1.10% | −42−2.6% | 減碼 |
| Alpine Bank Wealth Management | 1,579 | $168.1 萬 | 0.22% | −1−0.1% | 減碼 |
| Waddell & Associates, LLC | 1,579 | $168.1 萬 | 0.08% | +676+74.9% | 加碼 |
| Valley National Advisers Inc | 1,582 | $168.5 萬 | 0.19% | −16−1.0% | 減碼 |
| Carrera Capital Advisors | 1,584 | $168.7 萬 | 0.25% | +141+9.8% | 加碼 |
| Hilton Head Capital Partners, LLC | 1,585 | $168.8 萬 | 0.85% | −26−1.6% | 減碼 |
| Liberty Square Wealth Partners LLC | 1,585 | $168.8 萬 | 0.40% | 00.0% | 不變 |
| Raab & Moskowitz Asset Management LLC | 1,586 | $168.9 萬 | 0.34% | −1−0.1% | 減碼 |
| JB Capital LLC | 1,586 | $168.9 萬 | 0.06% | +2+0.1% | 加碼 |
| Bigelow Investment Advisors, LLC | 1,591 | $169.4 萬 | 0.61% | −60−3.6% | 減碼 |
| One Capital Management, LLC | 2,392 | $169.5 萬 | 0.05% | 00.0% | 不變 |
| Barr E S & Co | 1,595 | $169.9 萬 | 0.10% | −25−1.5% | 減碼 |
| Icapital Wealth LLC | 1,600 | $170.4 萬 | 0.95% | 00.0% | 不變 |
| WESCAP Management Group, Inc. | 1,600 | $170.4 萬 | 0.32% | 00.0% | 不變 |
| One Degree Advisors Inc | 1,722 | $170.7 萬 | 0.38% | 00.0% | 不變 |
| Prairie Advisory, LLC | 1,605 | $170.9 萬 | 0.41% | +1,605 | 新進 |
| Landaas & Co | 1,608 | $171.2 萬 | 0.31% | −396−19.8% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,609 | $171.3 萬 | 0.26% | −68−4.1% | 減碼 |
| Pacific Point Advisors, LLC | 1,610 | $171.4 萬 | 0.78% | −3−0.2% | 減碼 |
| Revisor Wealth Management LLC | 1,612 | $171.6 萬 | 0.41% | +25+1.6% | 加碼 |
| Range Advisory, LLC | 1,618 | $172.3 萬 | 0.21% | +522+47.6% | 加碼 |
| Nikulski Financial, Inc. | 1,618 | $172.3 萬 | 0.37% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 1,622 | $172.7 萬 | 1.04% | 00.0% | 不變 |
| Taylor Hoffman Capital Management LLC | 1,626 | $173.2 萬 | 0.42% | −25−1.5% | 減碼 |
| Financial Partners Group, Inc | 1,628 | $173.3 萬 | 0.18% | +3+0.2% | 加碼 |
| BlueSky Wealth Advisors, LLC | 1,629 | $173.5 萬 | 0.20% | −33−2.0% | 減碼 |
| Merrithew & Thorsten Inc | 1,631 | $173.7 萬 | 1.48% | +3+0.2% | 加碼 |
| Stonebridge Financial Group, LLC | 1,635 | $174.1 萬 | 0.13% | +11+0.7% | 加碼 |
| Warner Group LLC | 1,636 | $174.2 萬 | 0.43% | +877+115.5% | 加碼 |
| Fortress Private Ledger, LLC | 1,636 | $174.2 萬 | 0.48% | +77+4.9% | 加碼 |
| Avantra Family Wealth, Inc. | 1,638 | $174.4 萬 | 1.11% | +318+24.1% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,640 | $174.6 萬 | 0.19% | +522+46.7% | 加碼 |
| Wulff, Hansen & Co. | 1,641 | $174.8 萬 | 1.34% | −104−6.0% | 減碼 |
| WealthTrust Axiom LLC | 1,643 | $175.0 萬 | 0.39% | −4−0.2% | 減碼 |
| Ellevest, Inc. | 1,666 | $175.0 萬 | 0.21% | −16−1.0% | 減碼 |
| Cooper/Haims Advisors, LLC | 1,646 | $175.3 萬 | 0.75% | +19+1.2% | 加碼 |
| Advisory Resource Group | 1,648 | $175.5 萬 | 0.26% | +6+0.4% | 加碼 |
| Mirador Capital Partners LP | 1,649 | $175.6 萬 | 0.22% | +76+4.8% | 加碼 |
| Keystone Wealth Services, LLC | 1,649 | $175.6 萬 | 0.33% | +388+30.8% | 加碼 |
| Kaydan Wealth Management, Inc. | 1,650 | $175.7 萬 | 0.54% | +7+0.4% | 加碼 |
| Novem Group | 1,651 | $175.8 萬 | 0.18% | −14−0.8% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 1,653 | $176.0 萬 | 0.85% | −7−0.4% | 減碼 |
| Grove Bank & Trust | 1,654 | $176.1 萬 | 0.17% | −54−3.2% | 減碼 |
| Citizens Business Bank | 1,654 | $176.1 萬 | 0.27% | +6+0.4% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 1,658 | $176.5 萬 | 0.64% | +2+0.1% | 加碼 |
| W Advisors, LLC | 1,661 | $176.9 萬 | 0.80% | −452−21.4% | 減碼 |
| Rossby Financial, LCC | 1,662 | $176.9 萬 | 0.32% | +193+13.1% | 加碼 |
| TRB Wealth Management, LLC | 1,663 | $177.1 萬 | 0.24% | −315−15.9% | 減碼 |
| Planning Center, Inc. | 1,666 | $177.4 萬 | 0.17% | +48+3.0% | 加碼 |
| Sage Financial Group Inc | 1,667 | $177.5 萬 | 0.10% | +1,267+316.8% | 加碼 |
| Charis Legacy Partners, LLC | 1,670 | $177.8 萬 | 2.19% | 00.0% | 不變 |
| DMG Group, LLC | 1,672 | $178.1 萬 | 1.22% | −95−5.4% | 減碼 |
| Regent Peak Wealth Advisors LLC | 1,672 | $178.1 萬 | 0.33% | +18+1.1% | 加碼 |
| Summit Global Investments | 1,673 | $178.1 萬 | 0.10% | −345−17.1% | 減碼 |
| Nadler Financial Group, Inc. | 1,675 | $178.4 萬 | 0.15% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 1,681 | $179.0 萬 | 0.39% | −61−3.5% | 減碼 |
| Rosenberg Matthew Hamilton | 1,685 | $179.4 萬 | 0.33% | +89+5.6% | 加碼 |
| Arcus Capital Partners, LLC | 1,687 | $179.6 萬 | 0.74% | +801+90.4% | 加碼 |
| Cardiff Park Advisors, LLC | 1,688 | $179.7 萬 | 0.14% | −148−8.1% | 減碼 |
| Sawyer & Company, Inc | 1,692 | $180.2 萬 | 0.60% | +1,692 | 新進 |
| Garner Asset Management Corp | 1,692 | $180.2 萬 | 0.58% | −6−0.4% | 減碼 |
| Ofc Financial Planning, LLC | 1,695 | $180.5 萬 | 1.60% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 1,695 | $180.5 萬 | 0.12% | +91+5.7% | 加碼 |
| Signature Estate & Investment Advisors LLC | 1,701 | $180.7 萬 | 0.03% | −172−9.2% | 減碼 |
| Acorns Advisers, LLC | 1,701 | $181.1 萬 | 0.01% | +116+7.3% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 1,702 | $181.3 萬 | 0.09% | 00.0% | 不變 |
| Sunpointe, LLC | 1,705 | $181.6 萬 | 0.52% | −209−10.9% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 1,705 | $181.6 萬 | 0.04% | −686−28.7% | 減碼 |
| Accel Wealth Management | 1,705 | $181.6 萬 | 0.41% | +84+5.2% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 1,706 | $181.7 萬 | 0.15% | 00.0% | 不變 |
| Hall Laurie J Trustee | 1,707 | $181.8 萬 | 0.57% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,707 | $181.8 萬 | 0.13% | +77+4.7% | 加碼 |
| Diversified Management Inc | 1,710 | $182.1 萬 | 0.39% | −1,818−51.5% | 減碼 |
| Purpose Unlimited Inc. | 1,710 | $182.1 萬 | 0.07% | +124+7.8% | 加碼 |
| GWN Securities Inc. | 1,716 | $182.7 萬 | 0.31% | −66−3.7% | 減碼 |
| Check Capital Management Inc | 1,717 | $182.8 萬 | 0.10% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 1,717 | $182.8 萬 | 0.34% | +7+0.4% | 加碼 |
| Vantus Wealth LLC | 1,719 | $183.1 萬 | 0.98% | +1,719 | 新進 |
| Wealth Quarterback LLC | 1,719 | $183.1 萬 | 0.57% | +2+0.1% | 加碼 |
| Grant Private Wealth Management Inc | 1,720 | $183.2 萬 | 0.77% | +121+7.6% | 加碼 |
| Zinnia Wealth Advisory, LLC | 1,722 | $183.4 萬 | 1.87% | +6+0.3% | 加碼 |
| Base Wealth Management LLC | 1,724 | $183.6 萬 | 0.85% | 00.0% | 不變 |
| Pettyjohn, Wood & White, Inc | 1,727 | $183.9 萬 | 0.27% | +31+1.8% | 加碼 |
| LifeSteps Financial, Inc. | 1,728 | $184.0 萬 | 0.86% | −4−0.2% | 減碼 |
| Orser Capital Management, LLC | 1,729 | $184.1 萬 | 0.96% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 1,733 | $184.5 萬 | 0.30% | +57+3.4% | 加碼 |
| Triad Wealth Partners, LLC | 2,227 | $184.8 萬 | 0.11% | +898+67.6% | 加碼 |
| Quantum Financial Advisors, LLC | 1,736 | $184.9 萬 | 0.18% | +73+4.4% | 加碼 |
| West Michigan Advisors, LLC | 1,739 | $185.2 萬 | 0.35% | −3,569−67.2% | 減碼 |
| Firethorn Wealth Partners, LLC | 1,743 | $185.6 萬 | 0.60% | −560−24.3% | 減碼 |
| Trust Co of Virginia | 1,745 | $185.8 萬 | 0.14% | +4+0.2% | 加碼 |