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 |
|---|---|---|---|---|---|
| Advyzon Investment Management, LLC | 2,467 | $262.7 萬 | 0.19% | +195+8.6% | 加碼 |
| Elevation Advisory Partners LLC | 3,040 | $262.8 萬 | 2.69% | −40−1.3% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 2,470 | $263.0 萬 | 0.85% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 2,471 | $263.1 萬 | 0.51% | +22+0.9% | 加碼 |
| GHP Investment Advisors, Inc. | 2,475 | $263.6 萬 | 0.10% | +209+9.2% | 加碼 |
| Washburn Capital Management, Inc. | 2,476 | $263.7 萬 | 1.30% | −46−1.8% | 減碼 |
| LVW Advisors, LLC | 2,481 | $264.2 萬 | 0.23% | +471+23.4% | 加碼 |
| Chesley Taft & Associates LLC | 2,484 | $264.5 萬 | 0.10% | +121+5.1% | 加碼 |
| Marble Wealth, LLC | 2,486 | $264.7 萬 | 0.41% | +30+1.2% | 加碼 |
| Herold Advisors, Inc. | 2,493 | $265.3 萬 | 0.52% | −138−5.2% | 減碼 |
| Hills Bank & Trust Co | 2,510 | $267.3 萬 | 0.11% | +42+1.7% | 加碼 |
| Burns J W & Co Inc | 2,512 | $267.5 萬 | 0.28% | +26+1.0% | 加碼 |
| Boston Private Wealth LLC | 2,514 | $267.8 萬 | 0.17% | −299−10.6% | 減碼 |
| E&G Advisors, LP | 2,519 | $268.2 萬 | 0.52% | +70+2.9% | 加碼 |
| Foster Group, Inc. | 2,520 | $268.3 萬 | 0.07% | +781+44.9% | 加碼 |
| Intellectus Partners, LLC | 2,522 | $268.6 萬 | 0.46% | −80−3.1% | 減碼 |
| Brucke Financial, Inc. | 2,522 | $268.6 萬 | 1.19% | −88−3.4% | 減碼 |
| Ostrum Asset Management | 2,526 | $269.0 萬 | 0.13% | +671+36.2% | 加碼 |
| Legacy Capital Group California, Inc. | 2,532 | $269.6 萬 | 0.81% | +1,396+122.9% | 加碼 |
| Shoker Investment Counsel, Inc. | 2,532 | $269.7 萬 | 0.68% | +3+0.1% | 加碼 |
| High Net Worth Advisory Group LLC | 2,538 | $270.3 萬 | 0.57% | −134−5.0% | 減碼 |
| Winebrenner Capital Management LLC | 2,541 | $270.6 萬 | 1.65% | −148−5.5% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 2,541 | $270.6 萬 | 0.61% | −46−1.8% | 減碼 |
| Dana Investment Advisors, Inc. | 2,546 | $271.1 萬 | 0.07% | −628−19.8% | 減碼 |
| ORG Wealth Partners, LLC | 2,546 | $271.2 萬 | 0.41% | +270+11.9% | 加碼 |
| Northstar Advisory Group, LLC | 2,548 | $271.3 萬 | 0.84% | −1,880−42.5% | 減碼 |
| Pinnacle Wealth Management, LLC | 2,555 | $272.1 萬 | 1.69% | −96−3.6% | 減碼 |
| Adell Harriman & Carpenter Inc | 2,559 | $272.5 萬 | 0.14% | −398−13.5% | 減碼 |
| Keynote Financial Services LLC | 2,563 | $273.0 萬 | 1.28% | −151−5.6% | 減碼 |
| First Command Advisory Services, Inc. | 2,565 | $273.1 萬 | 0.02% | −150−5.5% | 減碼 |
| Toth Financial Advisory Corp | 2,566 | $273.3 萬 | 0.27% | −73−2.8% | 減碼 |
| Platform Technology Partners | 2,568 | $273.5 萬 | 0.45% | +41+1.6% | 加碼 |
| Silphium Asset Management Ltd | 2,571 | $273.8 萬 | 0.92% | +848+49.2% | 加碼 |
| Covenant Asset Management, LLC | 2,573 | $274.0 萬 | 0.49% | −125−4.6% | 減碼 |
| Armis Advisers, LLC | 2,841 | $275.6 萬 | 0.25% | +391+16.0% | 加碼 |
| Vega Investment Solutions | 2,591 | $275.9 萬 | 0.39% | 00.0% | 不變 |
| Bullock Wealth Management Group | 2,792 | $276.8 萬 | 1.20% | −380−12.0% | 減碼 |
| Cherokee Insurance Co | 2,600 | $276.9 萬 | 1.07% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 2,998 | $277.2 萬 | 0.19% | −294−8.9% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 2,609 | $277.8 萬 | 0.93% | −32−1.2% | 減碼 |
| Ullmann Financial Group, Inc. | 2,615 | $278.4 萬 | 0.25% | +54+2.1% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 2,617 | $278.7 萬 | 0.33% | +57+2.2% | 加碼 |
| Tudor Financial Inc. | 2,618 | $278.7 萬 | 1.25% | −109−4.0% | 減碼 |
| Independence Bank of Kentucky | 2,623 | $279.3 萬 | 0.31% | +251+10.6% | 加碼 |
| Hudson Canyon Capital Management | 2,625 | $279.5 萬 | 1.50% | +2,625 | 新進 |
| Titleist Asset Management, LLC | 2,628 | $279.7 萬 | 0.19% | −103−3.8% | 減碼 |
| Deane Retirement Strategies, Inc. | 2,637 | $280.5 萬 | 1.19% | −4,441−62.7% | 減碼 |
| Yoffe Investment Management, LLC | 2,637 | $280.8 萬 | 3.21% | 00.0% | 不變 |
| Elevated Private Wealth, LLC | 2,638 | $280.9 萬 | 2.67% | +2,638 | 新進 |
| Acropolis Investment Management, LLC | 2,639 | $281.0 萬 | 0.11% | +46+1.8% | 加碼 |
| Somerville Kurt F | 2,640 | $281.1 萬 | 0.67% | 00.0% | 不變 |
| Clare Market Investments LLC | 2,645 | $281.7 萬 | 0.51% | −60−2.2% | 減碼 |
| Disciplined Investors, L.L.C. | 2,649 | $282.1 萬 | 1.41% | −934−26.1% | 減碼 |
| Paragon Advisors, LLC | 2,651 | $282.3 萬 | 0.59% | −631−19.2% | 減碼 |
| Peregrine Asset Advisers, Inc. | 2,656 | $282.8 萬 | 0.61% | −256−8.8% | 減碼 |
| Chesapeake Wealth Management | 2,656 | $282.8 萬 | 0.79% | −166−5.9% | 減碼 |
| O'Neil Global Advisors, Inc. | 2,657 | $282.9 萬 | 0.63% | +2,041+331.3% | 加碼 |
| Bank of Stockton | 2,658 | $283.1 萬 | 0.79% | −287−9.7% | 減碼 |
| Washington Trust Advisors, Inc. | 2,663 | $283.6 萬 | 0.21% | +17+0.6% | 加碼 |
| Retirement Guys Formula LLC | 2,664 | $283.7 萬 | 1.07% | +142+5.6% | 加碼 |
| Tradition Wealth Management, LLC | 2,665 | $283.8 萬 | 0.17% | +47+1.8% | 加碼 |
| Sawgrass Asset Management LLC | 2,667 | $284.0 萬 | 0.38% | −179−6.3% | 減碼 |
| LFG Wealth Partners, LLC | 2,669 | $284.2 萬 | 1.33% | +217+8.8% | 加碼 |
| Klingenstein Fields & Co LP | 2,671 | $284.4 萬 | 0.10% | +43+1.6% | 加碼 |
| Farmers National Bank | 2,676 | $285.0 萬 | 0.59% | −76−2.8% | 減碼 |
| Cypress Asset Management Inc | 2,683 | $285.7 萬 | 0.56% | +19+0.7% | 加碼 |
| Capstone Financial Advisors, Inc. | 2,693 | $286.8 萬 | 0.14% | +30+1.1% | 加碼 |
| COFG Advisors, LLC | 2,693 | $286.8 萬 | 0.50% | +1,717+175.9% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 2,699 | $287.5 萬 | 0.28% | −23−0.8% | 減碼 |
| Paradigm Asset Management Co LLC | 2,700 | $287.5 萬 | 0.61% | −1,200−30.8% | 減碼 |
| Palumbo Wealth Management LLC | 2,706 | $288.2 萬 | 0.61% | +37+1.4% | 加碼 |
| First Interstate Bank | 2,716 | $289.2 萬 | 0.15% | −74−2.7% | 減碼 |
| Proficio Capital Partners LLC | 2,720 | $289.6 萬 | 0.10% | +2,007+281.5% | 加碼 |
| Markowski Investments | 2,722 | $289.9 萬 | 0.64% | +2,722 | 新進 |
| Verus Capital Partners, LLC | 2,722 | $289.9 萬 | 0.16% | +29+1.1% | 加碼 |
| Abacus Planning Group, Inc. | 2,738 | $291.6 萬 | 0.36% | −222−7.5% | 減碼 |
| Missouri Trust & Investment Co | 3,579 | $291.6 萬 | 0.79% | −15−0.4% | 減碼 |
| CMG Global Holdings, LLC | 2,742 | $292.0 萬 | 1.24% | +6+0.2% | 加碼 |
| Cranbrook Wealth Management, LLC | 2,756 | $293.5 萬 | 0.55% | −12−0.4% | 減碼 |
| Trace Wealth Advisors, LLC | 2,757 | $293.6 萬 | 1.92% | 00.0% | 不變 |
| Prosperity Bancshares Inc | 2,763 | $294.2 萬 | 1.92% | −6−0.2% | 減碼 |
| 1 North Wealth Services LLC | 2,771 | $295.1 萬 | 0.96% | −279−9.1% | 減碼 |
| Gallo Partners, LP | 2,779 | $295.9 萬 | 6.56% | −295−9.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 2,779 | $295.9 萬 | 0.08% | −149−5.1% | 減碼 |
| Creekside Partners | 2,786 | $296.6 萬 | 1.07% | 00.0% | 不變 |
| Midland Wealth Advisors LLC | 2,790 | $297.1 萬 | 0.14% | −84−2.9% | 減碼 |
| Westwood Holdings Group Inc. | 2,791 | $297.2 萬 | 0.02% | −1,242−30.8% | 減碼 |
| Claris Advisors, LLC | 2,797 | $297.9 萬 | 0.78% | −10.0% | 減碼 |
| Peavine Capital, LLC | 2,800 | $298.2 萬 | 0.63% | 00.0% | 不變 |
| Legacy Private Trust Co. | 2,800 | $298.2 萬 | 0.17% | +542+24.0% | 加碼 |
| CVA Family Office, LLC | 2,803 | $298.5 萬 | 0.27% | +9+0.3% | 加碼 |
| McAdam, LLC | 2,807 | $298.9 萬 | 0.12% | +254+9.9% | 加碼 |
| Van Hulzen Asset Management, LLC | 2,809 | $299.1 萬 | 0.21% | +1,293+85.3% | 加碼 |
| EFG International AG | 2,812 | $299.5 萬 | 0.05% | −421−13.0% | 減碼 |
| Barnes Dennig Private Wealth Management LLC | 2,814 | $299.6 萬 | 2.40% | −104−3.6% | 減碼 |
| GKV Capital Management Co., Inc. | 2,814 | $299.7 萬 | 0.97% | +2+0.1% | 加碼 |
| Generali Investments, Management Co LLC | 2,814 | $299.7 萬 | 0.65% | +1,606+132.9% | 加碼 |
| Paragon Capital Management LLC | 2,816 | $299.9 萬 | 1.39% | 00.0% | 不變 |
| Excelsior Advisor Network LLC | 2,818 | $300.1 萬 | 0.40% | +1,437+104.1% | 加碼 |
| Compass Ion Advisors, LLC | 2,821 | $300.4 萬 | 0.26% | −10.0% | 減碼 |