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 +348 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
- 452
- 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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 3,824 | $407.2 萬 | 0.33% | −40−1.0% | 減碼 |
| Institute for Wealth Management, LLC. | 3,838 | $408.7 萬 | 0.36% | −602−13.6% | 減碼 |
| Everett Harris & Co | 3,842 | $409.1 萬 | 0.05% | −60−1.5% | 減碼 |
| City State Bank | 3,843 | $409.2 萬 | 0.94% | −37−1.0% | 減碼 |
| FCG Investment Co | 3,843 | $409.2 萬 | 1.42% | +2,406+167.4% | 加碼 |
| Citizens & Northern Corp | 3,846 | $409.6 萬 | 0.94% | −641−14.3% | 減碼 |
| LRI Investments, LLC | 3,857 | $410.8 萬 | 0.33% | −91−2.3% | 減碼 |
| Prosperity Consulting Group, LLC | 3,858 | $410.9 萬 | 0.16% | −396−9.3% | 減碼 |
| Banque Transatlantique SA | 7,129 | $412.3 萬 | 0.09% | +122+1.7% | 加碼 |
| Ballast, Inc. | 3,881 | $413.3 萬 | 0.78% | +100+2.6% | 加碼 |
| Bath Savings Trust Co | 3,888 | $414.0 萬 | 0.43% | +703+22.1% | 加碼 |
| Texas Yale Capital Corp. | 3,896 | $414.9 萬 | 0.09% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 3,912 | $416.6 萬 | 0.16% | −20−0.5% | 減碼 |
| Goldstone Financial Group, LLC | 3,926 | $418.1 萬 | 0.38% | −117−2.9% | 減碼 |
| Howard Capital Management Inc. | 3,930 | $418.5 萬 | 0.05% | +1,661+73.2% | 加碼 |
| Horizon Kinetics Asset Management LLC | 3,931 | $418.6 萬 | 0.05% | −186−4.5% | 減碼 |
| Founders Financial Securities LLC | 3,934 | $418.9 萬 | 0.21% | −58−1.5% | 減碼 |
| RD Lewis Holdings, Inc. | 4,896 | $419.1 萬 | 3.11% | −54−1.1% | 減碼 |
| Cladis Investment Advisory, LLC | 3,938 | $419.4 萬 | 1.96% | −327−7.7% | 減碼 |
| Univest Financial Corp | 3,939 | $419.5 萬 | 0.21% | −107−2.6% | 減碼 |
| Carlson Financial, Inc. | 3,935 | $419.5 萬 | 2.14% | −59−1.5% | 減碼 |
| Fundamentun, LLC | 3,956 | $421.4 萬 | 0.15% | −379−8.7% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 3,976 | $423.4 萬 | 1.34% | +107+2.8% | 加碼 |
| Tower Bridge Advisors | 3,983 | $424.1 萬 | 0.38% | −17−0.4% | 減碼 |
| Promethium Advisors,llc | 3,986 | $424.5 萬 | 2.04% | −80−2.0% | 減碼 |
| Kathmere Capital Management, LLC | 3,988 | $424.7 萬 | 0.23% | +316+8.6% | 加碼 |
| Charles Schwab Trust Co | 3,989 | $424.8 萬 | 0.24% | +87+2.2% | 加碼 |
| TrustBank | 3,995 | $425.4 萬 | 1.44% | −30−0.7% | 減碼 |
| Viking Fund Management LLC | 4,000 | $426.0 萬 | 0.38% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 4,006 | $426.6 萬 | 1.73% | −85−2.1% | 減碼 |
| Allen Capital Group, LLC | 4,017 | $427.7 萬 | 0.35% | −3−0.1% | 減碼 |
| Keudell/Morrison Wealth Management | 4,025 | $428.6 萬 | 0.81% | −40−1.0% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,025 | $428.6 萬 | 0.21% | −71−1.7% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,029 | $429.0 萬 | 0.48% | +1,554+62.8% | 加碼 |
| Birch Hill Investment Advisors LLC | 4,029 | $429.0 萬 | 0.17% | −15−0.4% | 減碼 |
| Westhampton Capital, LLC | 4,050 | $431.3 萬 | 1.79% | −100−2.4% | 減碼 |
| CORDA Investment Management, LLC. | 4,060 | $432.3 萬 | 0.27% | +303+8.1% | 加碼 |
| BankPlus Trust Department | 4,063 | $432.7 萬 | 1.01% | −223−5.2% | 減碼 |
| TKG Advisors, LLC | 4,064 | $432.8 萬 | 1.50% | −110−2.6% | 減碼 |
| Ingalls & Snyder LLC | 4,069 | $433.3 萬 | 0.12% | −111−2.7% | 減碼 |
| Amarillo National Bank | 4,076 | $434.1 萬 | 0.70% | 00.0% | 不變 |
| Highview Capital Management LLC | 4,082 | $434.7 萬 | 1.25% | +616+17.8% | 加碼 |
| Rodgers Brothers Inc. | 4,085 | $435.0 萬 | 0.42% | −320−7.3% | 減碼 |
| Guerra Pan Advisors, LLC | 4,090 | $435.5 萬 | 2.43% | −443−9.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,098 | $436.4 萬 | 0.15% | −500−10.9% | 減碼 |
| First National Bank Sioux Falls | 5,651 | $436.6 萬 | 1.19% | 00.0% | 不變 |
| Washington Trust Co | 4,101 | $436.7 萬 | 0.14% | −26−0.6% | 減碼 |
| Evelyn Partners Group Ltd | 4,109 | $437.6 萬 | 0.08% | +4,109 | 新進 |
| Premier Path Wealth Partners, LLC | 4,115 | $438.3 萬 | 0.50% | +329+8.7% | 加碼 |
| Gibson Capital, LLC | 4,117 | $438.4 萬 | 0.72% | 00.0% | 不變 |
| Burford Brothers, Inc. | 4,122 | $439.0 萬 | 1.61% | +97+2.4% | 加碼 |
| Deseret Mutual Benefit Administrators | 4,123 | $439.1 萬 | 1.43% | −451−9.9% | 減碼 |
| RNC Capital Management LLC | 4,124 | $439.2 萬 | 0.18% | −77−1.8% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 4,135 | $439.9 萬 | 1.17% | +318+8.3% | 加碼 |
| SBI Securities Co., Ltd. | 4,140 | $440.9 萬 | 0.10% | +240+6.2% | 加碼 |
| 71 West Capital Partners | 4,145 | $441.4 萬 | 0.15% | +1,169+39.3% | 加碼 |
| Solstein Capital, LLC | 4,149 | $441.8 萬 | 1.51% | −125−2.9% | 減碼 |
| Mainstay Capital Management LLC | 4,152 | $442.1 萬 | 0.33% | −248−5.6% | 減碼 |
| Ellsworth Advisors, LLC | 4,839 | $442.5 萬 | 0.73% | +213+4.6% | 加碼 |
| Silvant Capital Management LLC | 4,157 | $442.7 萬 | 0.13% | +276+7.1% | 加碼 |
| Woodard & Co Asset Management Group Inc | 4,164 | $443.4 萬 | 0.64% | +40+1.0% | 加碼 |
| DSG Capital Advisors, LLC | 4,751 | $443.4 萬 | 0.63% | +3,021+174.6% | 加碼 |
| Wealthspan Partners, LLC | 4,184 | $445.6 萬 | 1.40% | −22−0.5% | 減碼 |
| Altshuler Shaham Ltd | 4,187 | $445.9 萬 | 0.06% | −909−17.8% | 減碼 |
| NBC Securities, Inc. | 4,198 | $447.1 萬 | 0.30% | +21+0.5% | 加碼 |
| Cynosure Management, LLC | 4,210 | $448.3 萬 | 0.67% | −1,252−22.9% | 減碼 |
| Werlinich Asset Management, LLC | 4,217 | $449.1 萬 | 1.72% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 4,222 | $449.6 萬 | 0.26% | −258−5.8% | 減碼 |
| M&G Plc | 4,224 | $449.9 萬 | 0.02% | −5,220−55.3% | 減碼 |
| Kachkovsky & Fisher, Inc. | 4,232 | $450.6 萬 | 4.33% | +4,232 | 新進 |
| First Heartland Consultants, Inc. | 4,264 | $454.1 萬 | 0.29% | −97−2.2% | 減碼 |
| Charter Research & Investment Group, Inc. | 4,280 | $455.8 萬 | 2.77% | 00.0% | 不變 |
| Camarda Financial Advisors, LLC | 4,280 | $455.8 萬 | 1.38% | +1,675+64.3% | 加碼 |
| Frec Markets, Inc. | 4,281 | $455.9 萬 | 0.41% | +1,601+59.7% | 加碼 |
| 180 Wealth Advisors, LLC | 4,293 | $457.2 萬 | 0.46% | +114+2.7% | 加碼 |
| Widmann Financial Services, Inc. | 4,300 | $457.9 萬 | 2.46% | −75−1.7% | 減碼 |
| Sit Investment Associates Inc | 4,300 | $457.9 萬 | 0.09% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 4,300 | $457.9 萬 | 0.79% | −26−0.6% | 減碼 |
| Cigna Investments Inc | 4,316 | $459.6 萬 | 0.60% | −103−2.3% | 減碼 |
| Ticino Wealth | 4,318 | $459.8 萬 | 1.45% | +58+1.4% | 加碼 |
| IronBridge Private Wealth, LLC | 4,318 | $459.8 萬 | 1.51% | −147−3.3% | 減碼 |
| Weaver Capital Management LLC | 6,491 | $459.9 萬 | 1.01% | 00.0% | 不變 |
| AlphaCore Capital LLC | 4,331 | $461.2 萬 | 0.08% | +392+10.0% | 加碼 |
| Oak Asset Management, LLC | 4,332 | $461.3 萬 | 1.48% | −55−1.3% | 減碼 |
| Acorn Wealth Advisors, LLC | 4,335 | $461.6 萬 | 1.12% | +118+2.8% | 加碼 |
| Investment Research & Advisory Group, Inc. | 4,335 | $462.9 萬 | 1.44% | +37+0.9% | 加碼 |
| G&S Capital LLC | 4,359 | $464.2 萬 | 1.35% | −139−3.1% | 減碼 |
| Perfromance Wealth Partners, LLC | 4,362 | $464.5 萬 | 0.12% | +1,927+79.1% | 加碼 |
| Simon Quick Advisors, LLC | 4,372 | $465.6 萬 | 0.19% | +87+2.0% | 加碼 |
| Facet Wealth, Inc. | 4,373 | $465.7 萬 | 0.07% | +1,004+29.8% | 加碼 |
| Hardy Reed LLC | 4,378 | $466.2 萬 | 0.30% | +122+2.9% | 加碼 |
| Burke & Herbert Bank & Trust Co | 4,387 | $467.2 萬 | 1.16% | −9−0.2% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,389 | $467.4 萬 | 0.91% | −176−3.9% | 減碼 |
| Ellenbecker Investment Group | 4,396 | $468.2 萬 | 0.54% | −634−12.6% | 減碼 |
| Azimuth Capital Investment Management LLC | 4,415 | $470.2 萬 | 0.16% | −5,780−56.7% | 減碼 |
| MOKAN Wealth Management Inc. | 4,406 | $470.2 萬 | 1.80% | +120+2.8% | 加碼 |
| Diamant Asset Management, Inc. | 4,433 | $472.1 萬 | 3.21% | −3,136,170−99.9% | 減碼 |
| Essex Savings Bank | 4,440 | $472.8 萬 | 1.02% | −568−11.3% | 減碼 |
| Wolff Financial Management LLC | 4,440 | $472.8 萬 | 0.94% | −508−10.3% | 減碼 |
| Emprise Bank | 4,445 | $473.3 萬 | 1.74% | −47−1.0% | 減碼 |