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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 2,185 | $232.7 萬 | 0.23% | −9−0.4% | 減碼 |
| Winthrop Advisory Group LLC | 2,189 | $233.1 萬 | 0.16% | +113+5.4% | 加碼 |
| Monograph Wealth Advisors, LLC | 2,190 | $233.2 萬 | 0.19% | +31+1.4% | 加碼 |
| Innovative Asset Advisors Group, LLC | 2,190 | $233.2 萬 | 1.02% | +58+2.7% | 加碼 |
| Vermillion Wealth Management, Inc. | 2,196 | $233.8 萬 | 0.55% | −725−24.8% | 減碼 |
| Retireful, LLC | 2,196 | $233.9 萬 | 2.18% | +157+7.7% | 加碼 |
| Sovereign Financial Group, Inc. | 2,196 | $233.9 萬 | 0.36% | +60+2.8% | 加碼 |
| SageView Advisory Group, LLC | 2,196 | $233.9 萬 | 0.08% | +73+3.4% | 加碼 |
| Tower Trust & Investment Co | 2,197 | $234.0 萬 | 1.42% | −124−5.3% | 減碼 |
| Arrowroot Family Office, LLC | 2,199 | $234.2 萬 | 0.67% | −286−11.5% | 減碼 |
| Sippican Capital Advisors | 2,200 | $234.3 萬 | 1.43% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 2,204 | $234.7 萬 | 1.19% | −340−13.4% | 減碼 |
| Bluedoor Private Wealth, LLC | 2,205 | $234.8 萬 | 0.99% | −23−1.0% | 減碼 |
| Cadent Capital Advisors, LLC | 2,207 | $235.0 萬 | 0.49% | +1,787+425.5% | 加碼 |
| Horizon Wealth Management, LLC | 2,211 | $235.4 萬 | 0.30% | +2+0.1% | 加碼 |
| 3Chopt Investment Partners, LLC | 2,211 | $235.4 萬 | 0.44% | +197+9.8% | 加碼 |
| FOCUS Wealth Advisors, LLC | 2,211 | $235.4 萬 | 1.09% | +2,211 | 新進 |
| Cassaday & Co Wealth Management LLC | 2,211 | $235.5 萬 | 0.04% | +74+3.5% | 加碼 |
| Manning & Napier Advisors LLC | 2,218 | $236.2 萬 | 0.03% | −29,043−92.9% | 減碼 |
| Capital Analysts, LLC | 2,220 | $236.5 萬 | 0.05% | −56−2.5% | 減碼 |
| Seelaus Asset Management LLC | 2,221 | $236.5 萬 | 1.66% | −162−6.8% | 減碼 |
| Titan Investment Solutions Ltd | 2,221 | $236.5 萬 | 0.26% | +206+10.2% | 加碼 |
| SHP Wealth Management | 2,223 | $236.7 萬 | 0.16% | +95+4.5% | 加碼 |
| Wealth Watch Advisors, INC | 2,224 | $236.8 萬 | 0.77% | −3−0.1% | 減碼 |
| WoodTrust Financial Corp | 2,224 | $236.8 萬 | 0.28% | +5+0.2% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,773 | $237.0 萬 | 0.12% | −106−3.7% | 減碼 |
| KPP Advisory Services LLC | 2,234 | $237.9 萬 | 0.30% | −17−0.8% | 減碼 |
| South Plains Financial, Inc. | 2,235 | $238.0 萬 | 1.28% | −74−3.2% | 減碼 |
| Hohimer Wealth Management, LLC | 2,253 | $239.9 萬 | 0.25% | −863−27.7% | 減碼 |
| Summit Wealth Group LLC | 2,254 | $240.1 萬 | 0.20% | +459+25.6% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 2,258 | $240.4 萬 | 0.29% | −45−2.0% | 減碼 |
| Purkiss Capital Advisors LLC | 2,258 | $240.5 萬 | 0.92% | +353+18.5% | 加碼 |
| Alteri Wealth LLC | 2,261 | $240.8 萬 | 0.66% | +8+0.4% | 加碼 |
| Wimmer Associates 1, LLC | 2,263 | $241.0 萬 | 1.09% | 00.0% | 不變 |
| Fiduciary Group LLC | 2,265 | $241.1 萬 | 0.19% | +10.0% | 加碼 |
| Fiduciary Family Office, LLC | 2,265 | $241.2 萬 | 0.60% | +37+1.7% | 加碼 |
| White Lighthouse Investment Management Inc. | 2,267 | $241.4 萬 | 0.30% | −182−7.4% | 減碼 |
| Martin Capital Advisors, LLP | 2,270 | $241.7 萬 | 1.27% | +159+7.5% | 加碼 |
| Hunter Associates Investment Management LLC | 2,272 | $241.9 萬 | 0.28% | +14+0.6% | 加碼 |
| Icon Wealth Advisors, LLC | 2,272 | $241.9 萬 | 0.15% | +685+43.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 2,273 | $242.1 萬 | 0.01% | −70−3.0% | 減碼 |
| Parallax Volatility Advisers, L.P. | 2,273 | $242.1 萬 | 0.09% | −20,734−90.1% | 減碼 |
| Secure Asset Management, LLC | 2,280 | $242.8 萬 | 0.34% | +29+1.3% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 2,282 | $243.0 萬 | 0.39% | +29+1.3% | 加碼 |
| Patten Group, Inc. | 2,283 | $243.1 萬 | 0.38% | +302+15.2% | 加碼 |
| Fortress Wealth Group, LLC | 2,742 | $243.7 萬 | 0.85% | −458−14.3% | 減碼 |
| Perpetual Ltd | 2,292 | $244.1 萬 | 0.03% | −46−2.0% | 減碼 |
| Versant Capital Management, Inc | 2,293 | $244.2 萬 | 0.22% | −34−1.5% | 減碼 |
| Ashton Thomas Securities, LLC | 2,316 | $244.4 萬 | 0.36% | +256+12.4% | 加碼 |
| Paradigm Financial Partners, LLC | 2,304 | $245.4 萬 | 0.22% | +822+55.5% | 加碼 |
| Greenwich Wealth Management LLC | 2,306 | $245.6 萬 | 0.09% | −67−2.8% | 減碼 |
| Morse Asset Management, Inc | 2,310 | $246.0 萬 | 0.41% | +458+24.7% | 加碼 |
| Hexagon Capital Partners LLC | 2,310 | $246.0 萬 | 0.35% | +15+0.7% | 加碼 |
| Alliance Private Wealth, LLC | 2,313 | $246.3 萬 | 0.86% | −2,880−55.5% | 減碼 |
| Coastal Investment Advisors, Inc. | 2,320 | $247.1 萬 | 0.77% | −128−5.2% | 減碼 |
| NBH Bank | 2,321 | $247.2 萬 | 1.04% | +2,321 | 新進 |
| Buck Wealth Strategies, LLC | 2,330 | $248.1 萬 | 0.26% | +92+4.1% | 加碼 |
| Financial Consulate, Inc | 2,335 | $248.6 萬 | 0.28% | +78+3.5% | 加碼 |
| Perennial Investment Advisors, LLC | 2,339 | $249.1 萬 | 0.17% | +306+15.1% | 加碼 |
| Fortem Financial Group, LLC | 2,345 | $249.7 萬 | 0.51% | −8−0.3% | 減碼 |
| REDW Wealth LLC | 2,345 | $249.7 萬 | 0.89% | +5+0.2% | 加碼 |
| Founders Financial Alliance, LLC | 2,350 | $250.2 萬 | 0.33% | −1,004−29.9% | 減碼 |
| Kieckhefer Group LLC | 2,350 | $250.3 萬 | 1.02% | 00.0% | 不變 |
| Lincoln Capital LLC | 2,355 | $250.8 萬 | 0.45% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 2,356 | $250.9 萬 | 0.91% | −314−11.8% | 減碼 |
| Constitution Capital LLC | 2,360 | $251.3 萬 | 1.29% | +30+1.3% | 加碼 |
| 10Elms LLP | 2,364 | $251.7 萬 | 1.07% | 00.0% | 不變 |
| BankChampaign, National Association | 2,368 | $252.2 萬 | 1.94% | +56+2.4% | 加碼 |
| Strategic Advisors LLC | 2,371 | $252.5 萬 | 0.55% | −4,169−63.7% | 減碼 |
| Sentinus, LLC | 2,375 | $253.0 萬 | 0.20% | −296−11.1% | 減碼 |
| North Star Asset Management Inc | 2,378 | $253.2 萬 | 0.10% | −54−2.2% | 減碼 |
| Intrust Bank NA | 2,392 | $254.7 萬 | 0.19% | +28+1.2% | 加碼 |
| ROI Financial Advisors, LLC | 2,392 | $254.8 萬 | 1.32% | +134+5.9% | 加碼 |
| Marks Group Wealth Management, Inc | 2,400 | $255.6 萬 | 0.22% | +6+0.3% | 加碼 |
| Consilium Wealth Advisory, LLC | 2,406 | $256.2 萬 | 0.76% | +734+43.9% | 加碼 |
| Stonebridge Financial Group, LLC | 2,410 | $256.6 萬 | 0.36% | +2,410 | 新進 |
| Fukoku Mutual Life Insurance Co | 2,410 | $256.6 萬 | 0.15% | +599+33.1% | 加碼 |
| BSW Wealth Partners | 2,413 | $256.9 萬 | 0.29% | −33−1.3% | 減碼 |
| Bluebird Wealth Management LLC | 2,416 | $257.3 萬 | 2.23% | −46−1.9% | 減碼 |
| Total Investment Management Inc | 3,159 | $257.4 萬 | 0.27% | +86+2.8% | 加碼 |
| Inscription Capital, LLC | 2,422 | $257.9 萬 | 0.23% | +259+12.0% | 加碼 |
| Tidemark, LLC | 2,427 | $258.5 萬 | 0.58% | −26−1.1% | 減碼 |
| Souders Financial Advisors | 2,433 | $259.1 萬 | 0.26% | −6−0.2% | 減碼 |
| Trillium Asset Management, LLC | 2,434 | $259.2 萬 | 0.08% | 00.0% | 不變 |
| TFR Capital, LLC. | 2,435 | $259.3 萬 | 0.73% | +146+6.4% | 加碼 |
| Arbor Wealth Advisors LLC | 2,437 | $259.5 萬 | 1.59% | 00.0% | 不變 |
| Leisure Capital Management | 2,439 | $259.7 萬 | 0.81% | 00.0% | 不變 |
| Dara Capital US, Inc. | 2,440 | $259.8 萬 | 1.79% | +1,462+149.5% | 加碼 |
| Pathway Financial Advisors LLC | 2,700 | $260.2 萬 | 0.30% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 2,618 | $260.6 萬 | 0.57% | +1,599+156.9% | 加碼 |
| Atwood & Palmer Inc | 2,448 | $260.7 萬 | 0.14% | −119−4.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 2,450 | $260.9 萬 | 0.57% | −139−5.4% | 減碼 |
| Prosperitas Financial LLC | 2,452 | $261.1 萬 | 0.84% | −2−0.1% | 減碼 |
| Baring Financial LLC | 2,452 | $261.2 萬 | 1.44% | −341−12.2% | 減碼 |
| Keebeck Wealth Management, LLC | 2,455 | $261.4 萬 | 0.26% | +250+11.3% | 加碼 |
| Sompo Asset Management Co., Ltd. | 2,460 | $262.0 萬 | 0.43% | 00.0% | 不變 |
| XTX Topco Ltd | 2,460 | $262.0 萬 | 0.03% | +2,460 | 新進 |
| Atlantic Trust, LLC | 2,463 | $262.3 萬 | 0.34% | +105+4.5% | 加碼 |
| CFS Investment Advisory Services, LLC | 2,724 | $262.4 萬 | 0.17% | +4+0.1% | 加碼 |
| Retirement Planning Group | 2,466 | $262.6 萬 | 0.07% | −74−2.9% | 減碼 |