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 |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 6,175 | $657.6 萬 | 0.93% | −1,390−18.4% | 減碼 |
| Old Mission Investment Co LLC | 6,179 | $658.0 萬 | 1.37% | −1,119−15.3% | 減碼 |
| JBR Co Financial Management Inc | 6,205 | $660.8 萬 | 2.41% | −47−0.8% | 減碼 |
| AdvisorNet Financial, Inc | 6,219 | $662.3 萬 | 0.30% | −196−3.1% | 減碼 |
| BNP Paribas | 6,365 | $662.7 萬 | 0.18% | −7,191−53.0% | 減碼 |
| Vantage Point Financial LLC | 6,230 | $663.4 萬 | 2.03% | +36+0.6% | 加碼 |
| Weatherly Asset Management L. P. | 6,231 | $663.6 萬 | 0.47% | +260+4.4% | 加碼 |
| Vectors Research Management, LLC | 6,233 | $663.7 萬 | 1.73% | +64+1.0% | 加碼 |
| Cottage Street Advisors LLC | 6,267 | $664.5 萬 | 2.57% | −273−4.2% | 減碼 |
| Donaldson Capital Management, LLC | 6,248 | $665.4 萬 | 0.19% | +2,166+53.1% | 加碼 |
| Monticello Wealth Management, LLC | 6,263 | $666.9 萬 | 0.37% | +708+12.7% | 加碼 |
| Southeast Asset Advisors Inc. | 6,269 | $667.5 萬 | 0.68% | +10.0% | 加碼 |
| NewEdge Wealth, LLC | 6,274 | $668.1 萬 | 0.07% | +597+10.5% | 加碼 |
| McLaughlin Asset Management, Inc. | 6,312 | $672.2 萬 | 4.63% | +2,030+47.4% | 加碼 |
| Virtu Financial LLC | 6,328 | $673.8 萬 | 0.21% | +6,328 | 新進 |
| Cambridge Advisors Inc. | 6,337 | $674.8 萬 | 1.16% | −240−3.6% | 減碼 |
| Rollins Financial Advisors, LLC | 6,342 | $675.3 萬 | 0.89% | +490+8.4% | 加碼 |
| Greenfield Savings Bank | 6,348 | $676.0 萬 | 2.56% | −111−1.7% | 減碼 |
| Private Trust Co NA | 6,358 | $677.1 萬 | 0.54% | +91+1.5% | 加碼 |
| Precision Wealth Strategies, LLC | 6,368 | $678.1 萬 | 2.04% | +864+15.7% | 加碼 |
| NS Partners Ltd | 6,377 | $679.1 萬 | 0.29% | +6,377 | 新進 |
| Focused Wealth Management, Inc | 6,432 | $685.0 萬 | 0.60% | −1,086−14.4% | 減碼 |
| Compton Wealth Advisory Group, LLC | 6,930 | $687.1 萬 | 1.39% | −11−0.2% | 減碼 |
| Money Concepts Capital Corp | 6,452 | $687.1 萬 | 0.32% | −1,403−17.9% | 減碼 |
| MB, Levis & Associates, LLC | 6,512 | $693.5 萬 | 2.56% | −54−0.8% | 減碼 |
| Longbow Finance SA | 6,518 | $694.1 萬 | 0.89% | −2,957−31.2% | 減碼 |
| Legacy Financial Strategies, LLC | 6,554 | $697.9 萬 | 1.08% | −321−4.7% | 減碼 |
| Ignite Planners, LLC | 6,563 | $699.0 萬 | 0.96% | −299−4.4% | 減碼 |
| Nemes Rush Group LLC | 6,564 | $699.0 萬 | 0.58% | −27−0.4% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 6,577 | $700.4 萬 | 0.33% | −268−3.9% | 減碼 |
| Guardian Wealth Management, Inc. | 6,581 | $700.9 萬 | 3.44% | +69+1.1% | 加碼 |
| AMG National Trust Bank | 6,629 | $705.9 萬 | 0.15% | −1,747−20.9% | 減碼 |
| National Asset Management, Inc. | 6,835 | $706.2 萬 | 0.39% | +84+1.2% | 加碼 |
| Keystone Investors Pte Ltd | 6,659 | $709.1 萬 | 0.38% | +6,659 | 新進 |
| Howland Capital Management LLC | 6,659 | $709.1 萬 | 0.26% | −26−0.4% | 減碼 |
| RFP Financial Group LLC | 6,688 | $712.2 萬 | 3.19% | +3,246+94.3% | 加碼 |
| Eagle Rock Investment Company, LLC | 6,700 | $713.5 萬 | 0.88% | 00.0% | 不變 |
| Kerusso Capital Management LLC | 6,705 | $714.0 萬 | 2.60% | +1,272+23.4% | 加碼 |
| Inspire Advisors, LLC | 6,722 | $714.5 萬 | 0.50% | −1,059−13.6% | 減碼 |
| Brevan Howard Capital Management LP | 6,712 | $714.8 萬 | 0.10% | −1,921−22.3% | 減碼 |
| Wilkerson Advisory Group LLC | 6,724 | $716.0 萬 | 2.20% | −656−8.9% | 減碼 |
| MCF Advisors LLC | 6,733 | $717.0 萬 | 0.26% | +2,750+69.0% | 加碼 |
| Harbor Capital Advisors, Inc. | 6,770 | $720.9 萬 | 0.49% | +45+0.7% | 加碼 |
| Cross Staff Investments Inc | 6,781 | $722.1 萬 | 4.30% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 6,786 | $722.7 萬 | 0.58% | +20.0% | 加碼 |
| Hillsdale Investment Management Inc. | 6,787 | $722.7 萬 | 0.16% | +190+2.9% | 加碼 |
| Portfolio Design Labs, LLC | 6,788 | $722.9 萬 | 1.19% | +5,019+283.7% | 加碼 |
| Schear Investment Advisers, LLC | 6,794 | $723.5 萬 | 2.42% | +226+3.4% | 加碼 |
| Staley Capital Advisers Inc | 6,800 | $724.1 萬 | 0.28% | 00.0% | 不變 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,811 | $725.3 萬 | 0.22% | +5,862+617.7% | 加碼 |
| Verdence Capital Advisors LLC | 6,833 | $727.6 萬 | 0.38% | −857−11.1% | 減碼 |
| Becker Capital Management Inc | 6,849 | $729.4 萬 | 0.20% | −23−0.3% | 減碼 |
| Arvest Bank Trust Division | 6,856 | $730.1 萬 | 0.36% | −41−0.6% | 減碼 |
| Accurate Wealth Management, LLC | 7,684 | $731.4 萬 | 0.70% | −518−6.3% | 減碼 |
| Catalyst Funds Management Pty Ltd | 6,880 | $732.7 萬 | 0.41% | +6,880 | 新進 |
| Dorsey & Whitney Trust CO LLC | 6,895 | $734.2 萬 | 0.36% | −84−1.2% | 減碼 |
| Shepherd Financial Partners LLC | 6,913 | $736.2 萬 | 0.60% | +488+7.6% | 加碼 |
| Field & Main Bank | 6,925 | $737.4 萬 | 1.52% | −230−3.2% | 減碼 |
| Evolve Private Wealth, LLC | 6,925 | $737.5 萬 | 0.45% | −1,277−15.6% | 減碼 |
| Fulcrum Asset Management LLP | 7,158 | $739.6 萬 | 0.74% | +7,158 | 新進 |
| Lee Johnson Capital Management, LLC | 6,955 | $740.6 萬 | 2.32% | +130+1.9% | 加碼 |
| Quest Investment Management LLC | 6,968 | $742.0 萬 | 0.87% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 6,977 | $743.0 萬 | 0.18% | +127+1.9% | 加碼 |
| Capital & Planning, LLC | 6,983 | $743.6 萬 | 3.84% | +36+0.5% | 加碼 |
| Adirondack Trust Co | 6,992 | $744.6 萬 | 2.22% | −564−7.5% | 減碼 |
| South Dakota Investment Council | 7,001 | $745.5 萬 | 0.13% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 7,004 | $745.9 萬 | 0.90% | +316+4.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,005 | $746.0 萬 | 0.34% | −4,751−40.4% | 減碼 |
| Loudon Investment Management, LLC | 7,033 | $748.9 萬 | 3.68% | −408−5.5% | 減碼 |
| Little House Capital LLC | 7,038 | $749.4 萬 | 1.68% | −242−3.3% | 減碼 |
| Marathon Wealth Advisors LLC | 7,050 | $750.8 萬 | 2.57% | −25−0.4% | 減碼 |
| Western Financial Corp | 7,055 | $751.3 萬 | 2.20% | +213+3.1% | 加碼 |
| Clear Trail Advisors, LLC | 7,064 | $752.2 萬 | 1.15% | −46−0.6% | 減碼 |
| Radnor Capital Management, LLC | 7,091 | $755.1 萬 | 1.06% | −1,275−15.2% | 減碼 |
| Pensionmark Financial Group, LLC | 10,424 | $759.2 萬 | 0.13% | −1,533−12.8% | 減碼 |
| Sumitomo Life Insurance Co | 7,130 | $759.3 萬 | 0.12% | −418−5.5% | 減碼 |
| Argent Advisors, Inc. | 7,133 | $759.6 萬 | 1.90% | −121−1.7% | 減碼 |
| Advisory Alpha, LLC | 7,135 | $760.0 萬 | 0.19% | +1,091+18.1% | 加碼 |
| DT Investment Partners, LLC | 7,148 | $761.2 萬 | 0.57% | +45+0.6% | 加碼 |
| Keel Point, LLC | 7,154 | $761.9 萬 | 0.45% | +3,623+102.6% | 加碼 |
| Gamco Investors, Inc. Et Al | 7,176 | $764.2 萬 | 0.07% | +138+2.0% | 加碼 |
| Robbins Farley LLC | 7,177 | $764.3 萬 | 2.93% | −2,424−25.2% | 減碼 |
| Fruth Investment Management | 7,188 | $765.4 萬 | 1.82% | −42−0.6% | 減碼 |
| Asset One Wealth Management LLC | 8,385 | $766.6 萬 | 0.81% | +60+0.7% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 7,204 | $767.2 萬 | 1.09% | −1,026−12.5% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,211 | $767.9 萬 | 3.12% | 00.0% | 不變 |
| Gables Capital Management Inc. | 7,250 | $772.1 萬 | 2.79% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 7,256 | $772.6 萬 | 0.21% | −1,081−13.0% | 減碼 |
| Global Trust Asset Management, LLC | 7,256 | $772.7 萬 | 2.42% | −462−6.0% | 減碼 |
| Tyche Wealth Partners LLC | 7,284 | $775.7 萬 | 1.09% | −79−1.1% | 減碼 |
| Capital Management Associates, Inc | 7,312 | $778.6 萬 | 1.57% | +78+1.1% | 加碼 |
| Bridgewater Associates, LP | 7,329 | $780.5 萬 | 0.03% | −75,173−91.1% | 減碼 |
| Boltwood Capital Management | 7,359 | $783.7 萬 | 1.80% | −212−2.8% | 減碼 |
| Evergreen Capital Management LLC | 7,383 | $786.2 萬 | 0.14% | −461−5.9% | 減碼 |
| Huntleigh Advisors, Inc. | 7,408 | $788.9 萬 | 1.10% | +544+7.9% | 加碼 |
| Phoenix Holdings Ltd. | 7,433 | $791.5 萬 | 0.05% | −383−4.9% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,447 | $793.1 萬 | 2.76% | −217−2.8% | 減碼 |
| Modera Wealth Management, LLC | 7,448 | $793.1 萬 | 0.08% | +486+7.0% | 加碼 |
| Exchange Bank | 7,472 | $795.7 萬 | 4.95% | 00.0% | 不變 |
| Old Port Advisors | 7,489 | $797.6 萬 | 1.57% | +69+0.9% | 加碼 |