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
2026 年第 3 季的資料還在陸續進來，目前 9 家機構申報持有 CAT。看 2026 年第 3 季
- 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 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 4,448 | $473.7 萬 | 0.18% | +8+0.2% | 加碼 |
| Old West Investment Management, LLC | 4,458 | $474.7 萬 | 0.50% | 00.0% | 不變 |
| SS&H Financial Advisors, Inc. | 4,475 | $476.5 萬 | 1.22% | +4,475 | 新進 |
| Trust Point Inc. | 4,478 | $476.9 萬 | 0.40% | +210+4.9% | 加碼 |
| First Foundation Advisors | 4,478 | $476.9 萬 | 0.17% | +374+9.1% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 4,490 | $478.1 萬 | 0.69% | +671+17.6% | 加碼 |
| Platinum Investment Management Ltd | 4,500 | $479.2 萬 | 1.18% | −4,000−47.1% | 減碼 |
| Lawood & Co | 4,507 | $480.0 萬 | 3.25% | −399−8.1% | 減碼 |
| LSV Asset Management | 4,517 | $481.0 萬 | 0.01% | +10.0% | 加碼 |
| RKL Wealth Management LLC | 4,521 | $481.4 萬 | 0.38% | +140+3.2% | 加碼 |
| Boston Family Office LLC | 4,528 | $482.2 萬 | 0.29% | −34−0.7% | 減碼 |
| LOM Asset Management Ltd | 4,531 | $482.5 萬 | 1.25% | −985−17.9% | 減碼 |
| Norway Savings Bank | 4,557 | $485.3 萬 | 2.03% | −229−4.8% | 減碼 |
| DB&C Advisors, LLC | 4,562 | $485.9 萬 | 5.26% | +4+0.1% | 加碼 |
| New Republic Capital, LLC | 4,563 | $485.9 萬 | 1.12% | +2,496+120.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 4,563 | $485.9 萬 | 0.10% | +602+15.2% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 4,565 | $486.1 萬 | 0.30% | −91−2.0% | 減碼 |
| SCS Capital Management LLC | 4,569 | $486.6 萬 | 0.05% | −396−8.0% | 減碼 |
| Krilogy Financial LLC | 4,572 | $486.8 萬 | 0.14% | −170−3.6% | 減碼 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4,573 | $487.0 萬 | 3.83% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 4,580 | $487.7 萬 | 0.05% | −26−0.6% | 減碼 |
| Pinnacle West Asset Management, Inc. | 4,586 | $488.4 萬 | 3.37% | −65−1.4% | 減碼 |
| RS Crum Inc. | 4,589 | $488.7 萬 | 0.92% | +159+3.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,599 | $489.5 萬 | 0.50% | −4,369−48.7% | 減碼 |
| West Branch Capital LLC | 4,606 | $490.4 萬 | 1.14% | +130+2.9% | 加碼 |
| Csenge Advisory Group | 4,610 | $490.9 萬 | 0.20% | −211−4.4% | 減碼 |
| Capital Advisors Inc | 4,618 | $491.7 萬 | 0.07% | +244+5.6% | 加碼 |
| Beck Capital Management, LLC | 4,622 | $492.2 萬 | 0.91% | +177+4.0% | 加碼 |
| Resources Management Corp | 4,650 | $495.2 萬 | 0.62% | −230−4.7% | 減碼 |
| Apollon Financial, LLC | 4,662 | $496.4 萬 | 0.59% | +6+0.1% | 加碼 |
| Westover Capital Advisors, LLC | 4,676 | $497.9 萬 | 0.83% | 00.0% | 不變 |
| Fulton Bank, N.A. | 4,676 | $497.9 萬 | 0.15% | +515+12.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 4,677 | $498.1 萬 | 0.07% | +670+16.7% | 加碼 |
| Atlas Brown,Inc. | 4,680 | $498.4 萬 | 1.34% | −121−2.5% | 減碼 |
| EPG Wealth Management LLC | 4,685 | $498.9 萬 | 1.20% | −13−0.3% | 減碼 |
| Cooper Financial Group | 4,694 | $499.9 萬 | 0.41% | +346+8.0% | 加碼 |
| Glen Eagle Advisors, LLC | 4,714 | $502.0 萬 | 0.63% | −8−0.2% | 減碼 |
| CFM Wealth Partners LLC | 4,738 | $504.5 萬 | 0.64% | −50−1.0% | 減碼 |
| Delta Investment Management, LLC | 4,743 | $505.1 萬 | 0.83% | +763+19.2% | 加碼 |
| WBH Advisory Inc | 4,745 | $505.2 萬 | 0.34% | −133−2.7% | 減碼 |
| Vision Retirement, LLC | 4,753 | $506.1 萬 | 1.22% | +247+5.5% | 加碼 |
| Rossmore Private Capital | 4,759 | $506.7 萬 | 0.41% | +3+0.1% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 4,772 | $508.2 萬 | 0.44% | −476−9.1% | 減碼 |
| Camden Capital, LLC | 4,773 | $508.2 萬 | 0.25% | −141−2.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 4,790 | $510.1 萬 | 0.09% | −936−16.3% | 減碼 |
| Haverford Trust Co | 4,792 | $510.3 萬 | 0.04% | +190+4.1% | 加碼 |
| Guardian Investment Management | 4,800 | $511.2 萬 | 3.50% | 00.0% | 不變 |
| Princeton Capital Management LLC | 4,801 | $511.3 萬 | 1.15% | 00.0% | 不變 |
| Westpac Banking Corp | 4,802 | $511.4 萬 | 0.31% | −1,126−19.0% | 減碼 |
| Benedict Financial Advisors Inc | 4,826 | $513.9 萬 | 1.00% | −103−2.1% | 減碼 |
| Perkins Coie Trust Co | 4,828 | $514.1 萬 | 0.85% | −491−9.2% | 減碼 |
| Myriad Asset Management Advisors LLC | 4,836 | $515.0 萬 | 1.22% | −1,142−19.1% | 減碼 |
| Journey Advisory Group, LLC | 4,838 | $515.2 萬 | 0.39% | +114+2.4% | 加碼 |
| Stanley-Laman Group, Ltd. | 4,839 | $515.3 萬 | 0.52% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 4,859 | $517.4 萬 | 0.02% | −19−0.4% | 減碼 |
| Harbor Group, Inc. | 4,869 | $518.5 萬 | 0.61% | −11−0.2% | 減碼 |
| Precedent Wealth Partners, LLC | 4,871 | $518.7 萬 | 0.86% | +420+9.4% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 4,871 | $518.7 萬 | 2.09% | −255−5.0% | 減碼 |
| Pallas Capital Advisors LLC | 4,875 | $519.1 萬 | 0.16% | +22+0.5% | 加碼 |
| Elite Wealth Management, Inc. | 4,882 | $519.9 萬 | 1.54% | +2,310+89.8% | 加碼 |
| TIAA Wealth Investment Management LLC | 4,887 | $520.0 萬 | 0.03% | +238+5.1% | 加碼 |
| Vaquero Private Wealth, Ltd | 4,890 | $520.7 萬 | 1.07% | +4,890 | 新進 |
| Q3 Asset Management | 4,913 | $523.2 萬 | 0.96% | +4,913 | 新進 |
| Hollencrest Capital Management | 4,929 | $524.9 萬 | 0.34% | +3,563+260.8% | 加碼 |
| Next Century Growth Investors LLC | 4,932 | $525.2 萬 | 0.28% | −2,062−29.5% | 減碼 |
| Ledyard National Bank | 4,946 | $526.7 萬 | 0.42% | −6,153−55.4% | 減碼 |
| United Bank | 4,949 | $527.0 萬 | 1.60% | +32+0.7% | 加碼 |
| Qtron Investments LLC | 4,951 | $527.2 萬 | 0.70% | −806−14.0% | 減碼 |
| Capital International Ltd | 4,986 | $531.0 萬 | 0.17% | −11,182−69.2% | 減碼 |
| E Fund Management Co., Ltd. | 4,998 | $532.2 萬 | 0.12% | +82+1.7% | 加碼 |
| Gryphon Financial Partners LLC | 5,000 | $532.4 萬 | 0.47% | +918+22.5% | 加碼 |
| Alight Capital Management LP | 5,000 | $532.5 萬 | 0.87% | −5,000−50.0% | 減碼 |
| Zions Bancorporation, National Association | 5,001 | $532.6 萬 | 0.32% | +2,349+88.6% | 加碼 |
| PCM Encore, LLC | 5,019 | $534.4 萬 | 0.94% | −92−1.8% | 減碼 |
| Isthmus Partners, LLC | 5,022 | $534.8 萬 | 0.52% | −23−0.5% | 減碼 |
| Crown Oak Advisors, LLC | 5,034 | $536.1 萬 | 2.50% | −787−13.5% | 減碼 |
| Tortoise Capital Advisors, L.L.C. | 5,036 | $536.3 萬 | 0.05% | +2,280+82.7% | 加碼 |
| Xcel Wealth Management, LLC | 5,042 | $536.9 萬 | 1.28% | −34−0.7% | 減碼 |
| Diversify Wealth Management, LLC | 6,151 | $537.2 萬 | 0.09% | +670+12.2% | 加碼 |
| Diversify Advisory Services, LLC | 6,151 | $537.2 萬 | 0.09% | +4,901+392.1% | 加碼 |
| Catalyst Financial Partners LLC | 5,050 | $537.8 萬 | 0.53% | +11+0.2% | 加碼 |
| RMR Wealth Builders | 5,057 | $538.5 萬 | 0.33% | +3,213+174.2% | 加碼 |
| Itau Unibanco Holding S.A. | 5,062 | $539.1 萬 | 0.11% | 00.0% | 不變 |
| BOS Asset Management, LLC | 5,064 | $539.3 萬 | 1.25% | −639−11.2% | 減碼 |
| Beacon Investment Advisors LLC | 5,073 | $540.3 萬 | 1.70% | −5−0.1% | 減碼 |
| Left Brain Wealth Management, LLC | 5,078 | $540.8 萬 | 1.63% | +368+7.8% | 加碼 |
| Orleans Capital Management Corp | 5,091 | $542.1 萬 | 2.80% | +213+4.4% | 加碼 |
| ARS Wealth Advisors Group, LLC | 5,097 | $542.7 萬 | 0.42% | +51+1.0% | 加碼 |
| HCR Wealth Advisors | 5,099 | $543.1 萬 | 0.49% | +39+0.8% | 加碼 |
| WD Rutherford LLC | 5,102 | $543.3 萬 | 1.97% | −149−2.8% | 減碼 |
| Eldridge Investment Advisors, Inc. | 5,105 | $543.6 萬 | 1.08% | −26−0.5% | 減碼 |
| Biltmore Family Office, LLC | 5,108 | $544.0 萬 | 0.71% | −878−14.7% | 減碼 |
| HHM Wealth Advisors, LLC | 5,112 | $544.4 萬 | 0.55% | +15+0.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,128 | $546.1 萬 | 0.30% | +130+2.6% | 加碼 |
| Core Wealth Advisors, Inc. | 5,133 | $546.6 萬 | 1.10% | −20−0.4% | 減碼 |
| Advisor OS, LLC | 5,133 | $546.6 萬 | 0.36% | +740+16.8% | 加碼 |
| Joel Isaacson & Co., LLC | 5,136 | $546.9 萬 | 0.16% | +520+11.3% | 加碼 |
| True North Advisors, LLC | 5,142 | $547.6 萬 | 0.52% | −23−0.4% | 減碼 |
| Amussen Hunsaker Associates LLC | 5,143 | $547.7 萬 | 0.53% | −20.0% | 減碼 |
| Northern Financial Advisors Inc | 5,147 | $548.1 萬 | 3.63% | −15−0.3% | 減碼 |