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 |
|---|---|---|---|---|---|
| Probity Advisors, Inc. | 2,826 | $300.9 萬 | 0.43% | −49−1.7% | 減碼 |
| First County Bank | 2,834 | $301.8 萬 | 1.42% | −88−3.0% | 減碼 |
| Bank & Trust Co | 2,835 | $301.9 萬 | 1.91% | −401−12.4% | 減碼 |
| Childress Capital Advisors, LLC | 2,838 | $302.3 萬 | 0.50% | −155−5.2% | 減碼 |
| Trustmark National Bank Trust Department | 2,854 | $303.9 萬 | 0.18% | +47+1.7% | 加碼 |
| Wealth Management Partners, LLC | 2,856 | $304.1 萬 | 0.72% | −159−5.3% | 減碼 |
| Aire Advisors, LLC | 2,873 | $305.9 萬 | 0.50% | −5−0.2% | 減碼 |
| Hancock Whitney Corp | 2,876 | $306.3 萬 | 0.05% | −63−2.1% | 減碼 |
| Grandview Asset Management LLC | 2,905 | $306.4 萬 | 0.76% | +43+1.5% | 加碼 |
| Cambient Family Office, LLC | 2,877 | $306.4 萬 | 0.38% | +15+0.5% | 加碼 |
| Cambria Investment Management, L.P. | 2,880 | $306.7 萬 | 0.15% | +1,927+202.2% | 加碼 |
| Vista Private Wealth Partners. LLC | 3,584 | $307.0 萬 | 1.00% | −130−3.5% | 減碼 |
| Nabity-Jensen Investment Management Inc | 2,884 | $307.1 萬 | 1.88% | −2−0.1% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,885 | $307.2 萬 | 0.31% | −187−6.1% | 減碼 |
| Klingman & Associates, LLC | 2,885 | $307.2 萬 | 0.13% | +83+3.0% | 加碼 |
| MJP Associates Inc | 2,886 | $307.4 萬 | 0.34% | +1,548+115.7% | 加碼 |
| US Asset Management LLC | 2,887 | $307.4 萬 | 2.34% | 00.0% | 不變 |
| Legacy Financial Independent Advisors LLC | 2,890 | $307.8 萬 | 1.45% | −55−1.9% | 減碼 |
| Sax Wealth Advisors, LLC | 4,364 | $309.2 萬 | 0.13% | +1,096+33.5% | 加碼 |
| Harfst & Associates, Inc. | 2,905 | $309.4 萬 | 0.48% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 2,909 | $309.8 萬 | 0.18% | −1,193−29.1% | 減碼 |
| Osmosis Investment Management UK Ltd | 2,911 | $310.0 萬 | 0.14% | −4,900−62.7% | 減碼 |
| HBW Advisory Services LLC | 2,916 | $310.5 萬 | 0.28% | −198−6.4% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 2,930 | $312.0 萬 | 0.14% | −40−1.3% | 減碼 |
| Maridea Wealth Management LLC | 2,934 | $312.5 萬 | 0.34% | +2,243+324.6% | 加碼 |
| TownSquare Capital, LLC | 2,936 | $312.6 萬 | 0.57% | +68+2.4% | 加碼 |
| Ark Wealth Advisors LLC | 2,936 | $312.7 萬 | 2.77% | +85+3.0% | 加碼 |
| Synergy Financial Management, LLC | 2,941 | $313.2 萬 | 0.30% | −24−0.8% | 減碼 |
| Hilltop National Bank | 2,941 | $313.2 萬 | 0.67% | +62+2.2% | 加碼 |
| Legacy Financial Advisors, Inc. | 2,941 | $313.2 萬 | 0.38% | +142+5.1% | 加碼 |
| Resonant Capital Advisors, LLC | 2,943 | $313.4 萬 | 0.15% | +36+1.2% | 加碼 |
| Golden State Wealth Management, LLC | 2,948 | $314.0 萬 | 0.29% | +3+0.1% | 加碼 |
| Auxier Asset Management | 2,951 | $314.3 萬 | 0.42% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 2,954 | $314.6 萬 | 0.81% | −215−6.8% | 減碼 |
| Global Financial Private Client, LLC | 2,959 | $315.1 萬 | 0.85% | +64+2.2% | 加碼 |
| Kennebec Savings Bank | 2,960 | $315.2 萬 | 2.53% | −48−1.6% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,965 | $315.8 萬 | 0.41% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 2,966 | $315.9 萬 | 0.18% | +204+7.4% | 加碼 |
| Telos Capital Management, Inc. | 2,967 | $316.0 萬 | 0.28% | +16+0.5% | 加碼 |
| Aureus Asset Management, LLC | 2,969 | $316.2 萬 | 0.19% | −1,209−28.9% | 減碼 |
| United Asset Strategies, Inc. | 2,971 | $316.4 萬 | 0.22% | +676+29.5% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,972 | $316.5 萬 | 1.05% | −200−6.3% | 減碼 |
| Mechanics Financial Corp | 2,974 | $316.7 萬 | 1.13% | +78+2.7% | 加碼 |
| Portus Wealth Advisors, LLC | 2,974 | $316.7 萬 | 2.61% | −49−1.6% | 減碼 |
| Heartwood Wealth Advisors LLC | 2,975 | $316.8 萬 | 0.25% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 2,980 | $317.3 萬 | 0.20% | +997+50.3% | 加碼 |
| First Citizens Financial Corp | 2,992 | $318.6 萬 | 1.33% | −675−18.4% | 減碼 |
| Beech Hill Advisors, Inc. | 3,000 | $319.5 萬 | 1.41% | 00.0% | 不變 |
| Birinyi Associates Inc | 3,000 | $319.5 萬 | 0.76% | 00.0% | 不變 |
| Summit Wealth Partners, LLC | 3,008 | $320.3 萬 | 0.46% | −10−0.3% | 減碼 |
| Prosperity Financial Group, Inc. | 3,009 | $320.4 萬 | 0.99% | −95−3.1% | 減碼 |
| Aspiriant, LLC | 3,008 | $320.4 萬 | 0.08% | +144+5.0% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,018 | $321.4 萬 | 0.50% | −10.0% | 減碼 |
| Purus Wealth Management, LLC | 3,027 | $322.3 萬 | 0.89% | −11−0.4% | 減碼 |
| PDS Planning, Inc | 3,032 | $322.9 萬 | 0.19% | +102+3.5% | 加碼 |
| Cypress Wealth Services, LLC | 3,033 | $323.0 萬 | 0.40% | −33−1.1% | 減碼 |
| Douglas Lane & Associates, LLC | 3,039 | $323.6 萬 | 0.04% | +70+2.4% | 加碼 |
| Quotient Wealth Partners, LLC | 3,046 | $324.4 萬 | 0.08% | +246+8.8% | 加碼 |
| Secured Retirement Advisors, LLC | 3,048 | $324.6 萬 | 1.67% | +1,286+73.0% | 加碼 |
| Venturi Wealth Management, LLC | 3,050 | $324.6 萬 | 0.13% | +54+1.8% | 加碼 |
| Cannon Advisors, Inc. | 3,480 | $324.8 萬 | 1.98% | −4,212−54.8% | 減碼 |
| Action Point Financial Planning, LLC | 3,064 | $325.1 萬 | 0.33% | +2,384+350.6% | 加碼 |
| Vivid Wealth Management, LLC | 3,067 | $326.6 萬 | 1.15% | −860−21.9% | 減碼 |
| Brookwood Investment Group LLC | 3,069 | $326.8 萬 | 0.38% | +196+6.8% | 加碼 |
| Belpointe Asset Management LLC | 3,078 | $327.9 萬 | 0.11% | +497+19.3% | 加碼 |
| Rockland Trust Co | 3,080 | $328.0 萬 | 0.13% | −283−8.4% | 減碼 |
| InTrack Investment Management Inc | 3,086 | $328.6 萬 | 1.63% | −212−6.4% | 減碼 |
| O'Domhnaill Enterprises, Inc. | 3,087 | $328.7 萬 | 2.63% | −696−18.4% | 減碼 |
| Addison Capital Co | 3,088 | $328.8 萬 | 0.54% | −99−3.1% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 3,093 | $329.4 萬 | 0.18% | −28−0.9% | 減碼 |
| Stamos Capital Partners, L.P. | 3,098 | $329.9 萬 | 0.51% | −1,304−29.6% | 減碼 |
| Oakworth Capital, Inc. | 3,107 | $330.9 萬 | 0.16% | −393−11.2% | 減碼 |
| Fiduciary Alliance LLC | 3,112 | $331.4 萬 | 0.22% | −73−2.3% | 減碼 |
| Counterweight Ventures, LLC | 3,113 | $331.5 萬 | 1.65% | −245−7.3% | 減碼 |
| Plancorp, LLC | 3,570 | $332.5 萬 | 0.08% | +777+27.8% | 加碼 |
| Quad-Cities Investment Group, LLC | 3,126 | $332.8 萬 | 1.20% | −423−11.9% | 減碼 |
| AA Financial Advisors, LLC | 3,126 | $332.9 萬 | 0.40% | −224−6.7% | 減碼 |
| Keystone Financial Group | 3,127 | $333.0 萬 | 0.20% | +49+1.6% | 加碼 |
| Sittner & Nelson, LLC | 3,128 | $333.1 萬 | 1.05% | −41−1.3% | 減碼 |
| NewSquare Capital LLC | 3,133 | $333.6 萬 | 0.25% | +104+3.4% | 加碼 |
| Visionary Wealth Advisors | 3,139 | $334.2 萬 | 0.13% | −27−0.9% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 3,145 | $334.9 萬 | 0.51% | +15+0.5% | 加碼 |
| Invesco, LLC | 3,151 | $335.6 萬 | 1.04% | +8+0.3% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 3,162 | $336.7 萬 | 1.18% | −74−2.3% | 減碼 |
| Roxbury Financial LLC | 3,167 | $337.2 萬 | 2.67% | −27−0.8% | 減碼 |
| LBMC Investment Advisors, LLC | 3,172 | $337.8 萬 | 0.18% | −14−0.4% | 減碼 |
| Elyxium Wealth, LLC | 3,174 | $338.0 萬 | 0.36% | +521+19.6% | 加碼 |
| Waterloo Capital, L.P. | 3,179 | $338.5 萬 | 0.19% | +1,263+65.9% | 加碼 |
| Sound Income Strategies, LLC | 3,182 | $338.9 萬 | 0.15% | +156+5.2% | 加碼 |
| Stiles Financial Services Inc | 3,182 | $338.9 萬 | 0.85% | −25−0.8% | 減碼 |
| MBL Wealth, LLC | 3,186 | $339.3 萬 | 0.23% | +92+3.0% | 加碼 |
| Menard Financial Group LLC | 3,190 | $339.7 萬 | 1.85% | +3+0.1% | 加碼 |
| Traphagen Investment Advisors LLC | 3,191 | $339.8 萬 | 0.24% | −4−0.1% | 減碼 |
| L2 Asset Management, LLC | 3,191 | $339.8 萬 | 0.35% | −267−7.7% | 減碼 |
| Aprio Wealth Management, LLC | 3,193 | $340.1 萬 | 0.17% | +135+4.4% | 加碼 |
| Rooted Wealth Advisors, Inc. | 3,195 | $340.2 萬 | 0.83% | −24−0.7% | 減碼 |
| Circle Wealth Management, LLC | 3,197 | $340.4 萬 | 0.04% | +6+0.2% | 加碼 |
| Provenance Wealth Advisors, LLC | 3,203 | $341.1 萬 | 0.32% | +7+0.2% | 加碼 |
| Anchor Bay Capital, Inc. | 4,070 | $341.5 萬 | 1.84% | +4,070 | 新進 |
| XML Financial, LLC | 3,211 | $341.9 萬 | 0.25% | −1,982−38.2% | 減碼 |