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 |
|---|---|---|---|---|---|
| Tempo Wealth, LLC | 1,746 | $185.9 萬 | 0.28% | +323+22.7% | 加碼 |
| Defiance ETFs, LLC | 1,879 | $186.3 萬 | 0.03% | +293+18.5% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,096 | $186.4 萬 | 0.60% | −43−2.0% | 減碼 |
| Empirical Asset Management, LLC | 1,751 | $186.4 萬 | 0.42% | +195+12.5% | 加碼 |
| Abel Hall, LLC | 1,752 | $186.6 萬 | 0.32% | +19+1.1% | 加碼 |
| Fagan Associates, Inc. | 1,752 | $186.6 萬 | 0.23% | +140+8.7% | 加碼 |
| Fortis Capital Management LLC | 1,752 | $186.6 萬 | 0.21% | −20−1.1% | 減碼 |
| KRM Wealth Management L.L.C. | 1,754 | $186.8 萬 | 0.82% | −37−2.1% | 減碼 |
| Wrapmanager Inc | 1,755 | $186.9 萬 | 0.58% | −96−5.2% | 減碼 |
| Red Door Wealth Management, LLC | 1,757 | $187.1 萬 | 0.17% | +99+6.0% | 加碼 |
| Clarus Wealth Advisors | 1,974 | $187.1 萬 | 0.72% | −100−4.8% | 減碼 |
| Townsend Asset Management Corp | 1,760 | $187.5 萬 | 0.60% | +17+1.0% | 加碼 |
| Kozak & Associates, Inc. | 1,893 | $187.7 萬 | 0.33% | +79+4.4% | 加碼 |
| Mindset Wealth Management, LLC | 1,766 | $188.0 萬 | 0.36% | +200+12.8% | 加碼 |
| Hamel Associates, Inc. | 1,775 | $188.1 萬 | 0.52% | −16−0.9% | 減碼 |
| Core Alternative Capital | 1,767 | $188.2 萬 | 0.56% | −13−0.7% | 減碼 |
| Taylor Financial Group, Inc. | 1,768 | $188.3 萬 | 1.03% | 00.0% | 不變 |
| Vigil Wealth Management, LLC | 1,768 | $188.3 萬 | 1.34% | +15+0.9% | 加碼 |
| Diligent Investors, LLC | 1,771 | $188.6 萬 | 0.42% | −35−1.9% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 1,772 | $188.7 萬 | 0.16% | +41+2.4% | 加碼 |
| Davis Investment Partners, LLC | 1,773 | $188.8 萬 | 0.57% | +2+0.1% | 加碼 |
| Sanders Morris Harris LLC | 1,775 | $189.0 萬 | 1.10% | 00.0% | 不變 |
| Mendel Money Management | 1,778 | $189.3 萬 | 0.69% | −1,394−43.9% | 減碼 |
| Tarbox Family Office, Inc. | 1,783 | $189.9 萬 | 0.27% | 00.0% | 不變 |
| Excalibur Management Corp | 1,785 | $190.1 萬 | 0.63% | −58−3.1% | 減碼 |
| Whalen Wealth Management Inc. | 1,793 | $190.9 萬 | 0.86% | −669−27.2% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,796 | $191.3 萬 | 0.39% | +869+93.7% | 加碼 |
| Veracity Capital LLC | 1,797 | $191.4 萬 | 0.52% | +7+0.4% | 加碼 |
| Planning Alternatives Ltd | 1,798 | $191.5 萬 | 0.21% | +24+1.4% | 加碼 |
| FSM Wealth Advisors, LLC | 1,800 | $191.7 萬 | 0.21% | +191+11.9% | 加碼 |
| Violich Capital Management, Inc. | 1,800 | $191.7 萬 | 0.21% | 00.0% | 不變 |
| Chilton Investment Co LLC | 1,802 | $191.9 萬 | 0.05% | +587+48.3% | 加碼 |
| Lakeside Advisors, INC. | 1,804 | $192.1 萬 | 1.21% | +1+0.1% | 加碼 |
| SmartHarvest Portfolios, LLC | 1,804 | $192.2 萬 | 0.62% | +56+3.2% | 加碼 |
| Moment Partners, LLC | 1,806 | $192.3 萬 | 0.35% | 00.0% | 不變 |
| 626 Financial, LLC | 1,807 | $192.5 萬 | 0.75% | 00.0% | 不變 |
| YANKCOM Partnership | 1,811 | $192.9 萬 | 0.69% | −330−15.4% | 減碼 |
| Horst & Graben Wealth Management LLC | 1,951 | $193.4 萬 | 0.25% | +1+0.1% | 加碼 |
| Doliver Advisors, LP | 1,818 | $193.6 萬 | 0.44% | −163−8.2% | 減碼 |
| China Universal Asset Management Co., Ltd. | 1,818 | $193.6 萬 | 0.12% | +485+36.4% | 加碼 |
| Beaumont Financial Advisors, LLC | 1,820 | $193.8 萬 | 0.12% | −62−3.3% | 減碼 |
| Lakeridge Wealth Management LLC | 1,822 | $194.0 萬 | 0.71% | +21+1.2% | 加碼 |
| Wellington Grp LLC | 1,822 | $194.0 萬 | 0.51% | +232+14.6% | 加碼 |
| Optas, LLC | 1,824 | $194.2 萬 | 0.27% | +32+1.8% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 1,825 | $194.3 萬 | 0.10% | −20−1.1% | 減碼 |
| William John Sempolinski | 1,830 | $194.9 萬 | 0.79% | 00.0% | 不變 |
| Baldwin Brothers Inc | 1,831 | $195.0 萬 | 0.13% | 00.0% | 不變 |
| 44 Wealth Management LLC | 1,834 | $195.3 萬 | 0.65% | +502+37.7% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 1,840 | $195.9 萬 | 0.00% | 00.0% | 不變 |
| Mirabaud Asset Management Ltd | 1,897 | $196.0 萬 | 1.63% | +1,897 | 新進 |
| Baker Ellis Asset Management LLC | 1,842 | $196.2 萬 | 0.20% | −115−5.9% | 減碼 |
| Bayban | 1,842 | $196.2 萬 | 1.50% | +100+5.7% | 加碼 |
| Xxi Wealth, LLC | 1,843 | $196.3 萬 | 0.90% | −31−1.7% | 減碼 |
| Fiera Capital Corp | 1,845 | $196.5 萬 | 0.01% | 00.0% | 不變 |
| Marion Wealth Management | 1,847 | $196.7 萬 | 0.40% | +3+0.2% | 加碼 |
| J.Safra Asset Management Corp | 1,848 | $196.8 萬 | 0.09% | +42+2.3% | 加碼 |
| Fulton Breakefield Broenniman LLC | 1,849 | $196.9 萬 | 0.12% | +26+1.4% | 加碼 |
| J. Team Financial, Inc. | 1,850 | $197.0 萬 | 1.91% | +598+47.8% | 加碼 |
| Carret Asset Management, LLC | 1,852 | $197.3 萬 | 0.17% | +175+10.4% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 1,857 | $197.7 萬 | 0.19% | +63+3.5% | 加碼 |
| Westmount Partners, LLC | 1,859 | $198.0 萬 | 0.44% | +4+0.2% | 加碼 |
| Centurion Wealth Management LLC | 1,861 | $198.1 萬 | 0.47% | −22−1.2% | 減碼 |
| Alexis Investment Partners, LLC | 1,920 | $198.4 萬 | 1.16% | −930−32.6% | 減碼 |
| Montz Harcus Wealth Management LLC | 1,863 | $198.4 萬 | 0.71% | +15+0.8% | 加碼 |
| Bell Bank | 1,865 | $198.6 萬 | 0.08% | +11+0.6% | 加碼 |
| Kestra Investment Management, LLC | 1,866 | $198.7 萬 | 0.04% | −578−23.6% | 減碼 |
| Operose Advisors LLC | 1,866 | $198.7 萬 | 0.38% | −10−0.5% | 減碼 |
| WealthPLAN Partners, LLC | 1,869 | $199.1 萬 | 0.38% | +192+11.4% | 加碼 |
| Windsor Capital Management, LLC | 1,872 | $199.4 萬 | 0.52% | −236−11.2% | 減碼 |
| Quent Capital, LLC | 1,873 | $199.5 萬 | 0.12% | +82+4.6% | 加碼 |
| Gradient Investments LLC | 1,874 | $199.6 萬 | 0.03% | +299+19.0% | 加碼 |
| Appleton Partners Inc | 1,879 | $200.1 萬 | 0.12% | −14−0.7% | 減碼 |
| Pitcairn Wealth Advisors LLC | 1,881 | $200.3 萬 | 0.22% | −9−0.5% | 減碼 |
| Wagner Wealth Management, LLC | 1,882 | $200.5 萬 | 0.37% | +16+0.9% | 加碼 |
| Impact Capital Partners LLC | 1,883 | $200.5 萬 | 0.55% | +51+2.8% | 加碼 |
| August Group Capital Ltd | 1,884 | $200.6 萬 | 2.20% | −63−3.2% | 減碼 |
| Cornerstone Advisory, LLC | 1,884 | $200.7 萬 | 0.17% | +66+3.6% | 加碼 |
| Forbes J M & Co LLP | 1,885 | $200.7 萬 | 0.16% | +495+35.6% | 加碼 |
| Fragasso Group Inc. | 1,887 | $200.9 萬 | 0.11% | +181+10.6% | 加碼 |
| Cascades Capital Asset Management, LLC | 1,887 | $200.9 萬 | 0.74% | +3+0.2% | 加碼 |
| Guardian Asset Advisors, LLC | 1,888 | $201.1 萬 | 0.93% | +32+1.7% | 加碼 |
| Bridgewater Advisors Inc. | 2,436 | $201.5 萬 | 0.11% | +16+0.7% | 加碼 |
| Options Solutions, LLC | 1,900 | $202.3 萬 | 1.44% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 1,900 | $202.3 萬 | 0.03% | +94+5.2% | 加碼 |
| Boston Partners | 1,904 | $202.7 萬 | 0.00% | −11−0.6% | 減碼 |
| Bedel Financial Consulting, Inc. | 1,904 | $202.8 萬 | 0.19% | −37−1.9% | 減碼 |
| Trust Co | 1,904 | $202.8 萬 | 0.18% | +1+0.1% | 加碼 |
| LifePlan Financial, LLC | 1,906 | $203.0 萬 | 1.42% | −98−4.9% | 減碼 |
| Pines Wealth Management, LLC | 1,912 | $203.6 萬 | 0.59% | −56−2.8% | 減碼 |
| Allen Investment Management LLC | 1,913 | $203.7 萬 | 0.02% | 00.0% | 不變 |
| First Financial Bankshares Inc | 1,915 | $203.9 萬 | 0.04% | −14−0.7% | 減碼 |
| Alta Advisers Ltd | 1,917 | $204.1 萬 | 0.46% | +126+7.0% | 加碼 |
| Convergence Financial, LLC | 1,921 | $204.6 萬 | 0.16% | +564+41.6% | 加碼 |
| SFMG, LLC | 1,922 | $204.7 萬 | 0.12% | +93+5.1% | 加碼 |
| Providence First Trust Co | 1,923 | $204.8 萬 | 0.57% | −21−1.1% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 1,924 | $204.9 萬 | 0.32% | −80−4.0% | 減碼 |
| Transcend Wealth Collective, LLC | 1,926 | $205.1 萬 | 0.14% | +173+9.9% | 加碼 |
| Kingdom Financial Group LLC. | 1,929 | $205.4 萬 | 0.52% | +1,792+1,308.0% | 加碼 |
| PSI Advisors, LLC | 1,930 | $205.5 萬 | 0.48% | +245+14.5% | 加碼 |
| Shepherd Street Advisors LLC | 2,253 | $206.0 萬 | 1.81% | −82−3.5% | 減碼 |