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 |
|---|---|---|---|---|---|
| Accredited Investors Inc. | 1,935 | $206.1 萬 | 0.09% | +150+8.4% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 1,938 | $206.4 萬 | 0.23% | −294−13.2% | 減碼 |
| Clear Creek Financial Management, LLC | 1,941 | $206.7 萬 | 0.13% | +68+3.6% | 加碼 |
| Olistico Wealth, LLC | 1,942 | $206.8 萬 | 0.88% | 00.0% | 不變 |
| Capital Advantage, Inc. | 1,942 | $206.8 萬 | 0.25% | −338−14.8% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 1,943 | $206.9 萬 | 0.25% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,944 | $207.0 萬 | 0.13% | −116−5.6% | 減碼 |
| Breakwater Capital Group | 1,946 | $207.3 萬 | 0.25% | +47+2.5% | 加碼 |
| Angeles Wealth Management, LLC | 1,947 | $207.3 萬 | 0.09% | +170+9.6% | 加碼 |
| Zullo Investment Group, Inc. | 1,947 | $207.4 萬 | 0.71% | −6−0.3% | 減碼 |
| Opinicus Capital, Inc. | 1,953 | $208.0 萬 | 1.11% | −35−1.8% | 減碼 |
| Lighthouse Financial Services Inc | 2,100 | $208.2 萬 | 0.44% | −689−24.7% | 減碼 |
| Capital Performance Advisors LLP | 2,960 | $208.7 萬 | 0.13% | +695+30.7% | 加碼 |
| WFA of San Diego, LLC | 2,448 | $209.2 萬 | 1.71% | +39+1.6% | 加碼 |
| Copley Financial Group, Inc. | 1,965 | $209.3 萬 | 1.27% | −1,732−46.8% | 減碼 |
| Wealth Alliance | 1,969 | $209.7 萬 | 0.18% | +301+18.0% | 加碼 |
| Calton & Associates, Inc. | 1,969 | $209.7 萬 | 0.31% | +149+8.2% | 加碼 |
| Coastal Bridge Advisors, LLC | 1,974 | $210.2 萬 | 0.13% | +29+1.5% | 加碼 |
| Algebris (UK) Ltd | 1,984 | $210.6 萬 | 0.14% | +179+9.9% | 加碼 |
| Sovran Advisors, LLC | 2,509 | $211.0 萬 | 0.16% | −289−10.3% | 減碼 |
| Meriwether Wealth & Planning, LLC | 1,986 | $211.5 萬 | 1.05% | 00.0% | 不變 |
| Karani Asset Management LLC | 1,986 | $211.5 萬 | 1.54% | +254+14.7% | 加碼 |
| Cahaba Wealth Management, Inc. | 1,988 | $211.7 萬 | 0.13% | +8+0.4% | 加碼 |
| Tompkins Financial Corp | 1,992 | $212.1 萬 | 0.15% | +99+5.2% | 加碼 |
| TRUE Private Wealth Advisors | 1,994 | $212.4 萬 | 0.18% | −105−5.0% | 減碼 |
| Lester Murray Antman dba SimplyRich | 1,996 | $212.5 萬 | 0.50% | 00.0% | 不變 |
| Saybrook Capital | 2,000 | $213.0 萬 | 0.53% | 00.0% | 不變 |
| Sage Investment Counsel LLC | 2,001 | $213.1 萬 | 2.13% | −5−0.2% | 減碼 |
| Everpar Advisors LLC | 2,003 | $213.3 萬 | 0.61% | +93+4.9% | 加碼 |
| Bensler, LLC | 2,003 | $213.3 萬 | 0.19% | +193+10.7% | 加碼 |
| Summit Financial Strategies, Inc. | 2,004 | $213.4 萬 | 0.15% | +55+2.8% | 加碼 |
| Arcataur Capital Management LLC | 2,005 | $213.5 萬 | 0.53% | 00.0% | 不變 |
| First National Bank of Hutchinson | 2,007 | $213.7 萬 | 1.17% | +47+2.4% | 加碼 |
| Peoples Financial Services Corp. | 2,012 | $214.3 萬 | 0.93% | −113−5.3% | 減碼 |
| Mechanics Bank Trust Department | 2,013 | $214.4 萬 | 0.27% | −24−1.2% | 減碼 |
| Reliant Investment Partners, LLC | 2,013 | $214.4 萬 | 1.46% | +47+2.4% | 加碼 |
| Beacon Financial Advisory LLC | 2,014 | $214.5 萬 | 0.42% | −38−1.9% | 減碼 |
| Sterling Wealth Management, Inc. | 2,015 | $214.6 萬 | 0.53% | +72+3.7% | 加碼 |
| Two Sigma Securities, LLC | 2,016 | $214.7 萬 | 0.19% | +2,016 | 新進 |
| Financial Engines Advisors L.L.C. | 2,017 | $214.8 萬 | 0.00% | +104+5.4% | 加碼 |
| KKM Financial LLC | 2,019 | $215.0 萬 | 0.29% | −278−12.1% | 減碼 |
| Disciplined Equity Management, Inc. | 2,019 | $215.0 萬 | 0.95% | −30−1.5% | 減碼 |
| Jacksonville Wealth Management, LLC | 2,019 | $215.0 萬 | 1.22% | 00.0% | 不變 |
| Vann Equity Management LLC | 2,021 | $215.2 萬 | 1.31% | +575+39.8% | 加碼 |
| Heck Capital Advisors, LLC | 2,025 | $215.7 萬 | 0.13% | +3+0.1% | 加碼 |
| Northstar Group, Inc. | 2,026 | $215.8 萬 | 0.28% | −344−14.5% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,027 | $215.9 萬 | 0.09% | −65−3.1% | 減碼 |
| Cornerstone Select Advisors, LLC | 2,028 | $216.0 萬 | 0.91% | +175+9.4% | 加碼 |
| NCM Capital Management, LLC | 2,031 | $216.2 萬 | 0.67% | +10.0% | 加碼 |
| Gilbert & Cook, Inc. | 2,034 | $216.6 萬 | 0.25% | −1,531−42.9% | 減碼 |
| Wall Street Access Asset Management, LLC | 2,036 | $216.8 萬 | 0.31% | +1,086+114.3% | 加碼 |
| Latitude Advisors, LLC | 2,042 | $217.5 萬 | 0.87% | −38−1.8% | 減碼 |
| Adelphi Trust Co | 2,043 | $217.6 萬 | 1.44% | +80+4.1% | 加碼 |
| First American Bank | 2,043 | $217.6 萬 | 0.12% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 2,045 | $217.8 萬 | 0.54% | +15+0.7% | 加碼 |
| BCS Wealth Management | 2,045 | $217.8 萬 | 0.39% | 00.0% | 不變 |
| Bogart Wealth, LLC | 2,048 | $218.1 萬 | 0.07% | +378+22.6% | 加碼 |
| Parisi Gray Wealth Management | 2,052 | $218.5 萬 | 0.45% | +430+26.5% | 加碼 |
| Well Done, LLC | 2,054 | $218.7 萬 | 0.29% | −217−9.6% | 減碼 |
| Asset Advisory Group, Inc. | 2,055 | $218.8 萬 | 0.96% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 2,055 | $218.8 萬 | 0.88% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 2,055 | $218.9 萬 | 0.19% | −407−16.5% | 減碼 |
| Harbor Investment Advisory, LLC | 2,057 | $219.0 萬 | 0.15% | +13+0.6% | 加碼 |
| Miramontes Capital, LLC | 2,063 | $219.7 萬 | 0.68% | +16+0.8% | 加碼 |
| Intellus Advisors LLC | 2,064 | $219.8 萬 | 0.27% | −19−0.9% | 減碼 |
| Rogco, LP | 2,077 | $221.2 萬 | 0.68% | −435−17.3% | 減碼 |
| Symphony Financial, Ltd. Co. | 2,099 | $221.3 萬 | 0.24% | +777+58.8% | 加碼 |
| Ameriflex Group, Inc. | 2,080 | $221.5 萬 | 0.91% | +202+10.8% | 加碼 |
| TMB Capital Partners, LLC | 2,082 | $221.7 萬 | 0.69% | −52−2.4% | 減碼 |
| Cidel Asset Management Inc | 2,086 | $222.1 萬 | 0.11% | −340−14.0% | 減碼 |
| Retirement Planning Co of New England, Inc. | 2,086 | $222.1 萬 | 0.80% | −119−5.4% | 減碼 |
| Strategic Investment Advisors | 2,088 | $222.3 萬 | 0.13% | −97−4.4% | 減碼 |
| Cortland Associates Inc | 2,091 | $222.6 萬 | 0.32% | +10.0% | 加碼 |
| Laurel Oak Wealth Management, LLC | 2,093 | $222.9 萬 | 0.32% | −92−4.2% | 減碼 |
| NWF Advisory Services Inc. | 2,097 | $223.3 萬 | 0.21% | +2+0.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,101 | $223.7 萬 | 0.21% | −424−16.8% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 2,106 | $224.3 萬 | 0.78% | −176−7.7% | 減碼 |
| Davidson Capital Management Inc. | 2,114 | $225.1 萬 | 0.36% | +14+0.7% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,116 | $225.3 萬 | 1.51% | −96−4.3% | 減碼 |
| Means Investment Co., Inc. | 2,121 | $225.8 萬 | 0.17% | −9−0.4% | 減碼 |
| Astoria Portfolio Advisors LLC. | 2,122 | $225.9 萬 | 0.38% | +283+15.4% | 加碼 |
| Thrive Wealth Management, LLC | 2,129 | $226.7 萬 | 0.29% | −19−0.9% | 減碼 |
| Gleason Group, Inc. | 2,131 | $227.0 萬 | 0.20% | +26+1.2% | 加碼 |
| Wayfinding Financial, LLC | 2,141 | $227.9 萬 | 0.86% | −82−3.7% | 減碼 |
| Langley Wealth Management, LLC | 2,142 | $228.1 萬 | 2.22% | +2,142 | 新進 |
| CDM Financial Counseling Services, Inc. | 2,145 | $228.4 萬 | 1.97% | −205−8.7% | 減碼 |
| United Advisor Group, LLC | 2,146 | $228.5 萬 | 0.24% | +80+3.9% | 加碼 |
| Axxion S.A. | 2,147 | $228.6 萬 | 0.16% | +2,147 | 新進 |
| Almanack Investment Partners, LLC. | 2,149 | $228.9 萬 | 0.29% | +2,149 | 新進 |
| Allen Wealth Management, LLC | 2,151 | $229.1 萬 | 1.12% | −375−14.8% | 減碼 |
| Spirepoint Private Client, LLC | 2,152 | $229.2 萬 | 0.19% | +15+0.7% | 加碼 |
| Curbstone Financial Management Corp | 2,152 | $229.2 萬 | 0.39% | +970+82.1% | 加碼 |
| Wellspring Financial Advisors, LLC | 2,155 | $229.4 萬 | 0.15% | −366−14.5% | 減碼 |
| Victory Financial Group, LLC | 2,156 | $229.6 萬 | 0.24% | +113+5.5% | 加碼 |
| Canal Capital Management, LLC | 2,160 | $230.0 萬 | 0.28% | +352+19.5% | 加碼 |
| RM Financial Services, LLC | 2,160 | $230.0 萬 | 1.71% | −33−1.5% | 減碼 |
| Cahill Financial Advisors Inc | 2,166 | $230.7 萬 | 0.22% | −118−5.2% | 減碼 |
| LVM Capital Management Ltd | 2,166 | $230.7 萬 | 0.19% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 2,173 | $231.4 萬 | 0.54% | +2,173 | 新進 |
| Cercano Management LLC | 2,180 | $232.1 萬 | 0.31% | 00.0% | 不變 |