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 |
|---|---|---|---|---|---|
| Sava Infond d.o.o. | 7,500 | $798.7 萬 | 0.57% | +3,750+100.0% | 加碼 |
| Hanson & Doremus Investment Management | 7,512 | $800.0 萬 | 0.81% | −74−1.0% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,518 | $800.6 萬 | 0.34% | +191+2.6% | 加碼 |
| Smartleaf Asset Management LLC | 7,750 | $800.7 萬 | 0.26% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,544 | $803.4 萬 | 0.21% | −2,588−25.5% | 減碼 |
| Alerus Financial NA | 7,613 | $810.7 萬 | 0.35% | −1,049−12.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 7,660 | $815.7 萬 | 0.15% | +1,090+16.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,673 | $817.1 萬 | 0.26% | −335−4.2% | 減碼 |
| Legacy Bridge, LLC | 7,679 | $817.7 萬 | 2.53% | +10+0.1% | 加碼 |
| Oarsman Capital, Inc. | 7,683 | $818.2 萬 | 0.87% | −43−0.6% | 減碼 |
| Petredis Investment Advisors LLC | 7,719 | $822.0 萬 | 0.55% | −10−0.1% | 減碼 |
| Valley Brook Capital Group | 7,723 | $822.4 萬 | 4.66% | +132+1.7% | 加碼 |
| CWA Asset Management Group, LLC | 7,727 | $822.8 萬 | 0.25% | −355−4.4% | 減碼 |
| Western Wealth Management, LLC | 7,760 | $826.4 萬 | 0.27% | +394+5.3% | 加碼 |
| 1st Source Bank | 7,766 | $827.0 萬 | 0.37% | −1,610−17.2% | 減碼 |
| Capital Asset Advisory Services LLC | 7,777 | $828.2 萬 | 0.30% | −122−1.5% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 7,800 | $830.6 萬 | 2.23% | −402−4.9% | 減碼 |
| Granite Investment Partners, LLC | 7,820 | $832.8 萬 | 0.43% | +135+1.8% | 加碼 |
| Graham Capital Management, L.P. | 7,824 | $833.2 萬 | 0.22% | +1,524+24.2% | 加碼 |
| Stonebridge Capital Management Inc | 7,849 | $835.8 萬 | 4.03% | −1,823−18.8% | 減碼 |
| Millennium Management LLC | 7,857 | $836.7 萬 | 0.01% | −90,361−92.0% | 減碼 |
| Tradewinds, LLC. | 4,778 | $840.2 萬 | 2.63% | −2,911−37.9% | 減碼 |
| Wright Investors Service Inc | 7,895 | $840.7 萬 | 2.30% | −1,863−19.1% | 減碼 |
| Syon Capital LLC | 7,899 | $841.1 萬 | 0.37% | +160+2.1% | 加碼 |
| St Germain D J Co Inc | 7,959 | $847.6 萬 | 0.30% | +50+0.6% | 加碼 |
| Caldwell Sutter Capital, Inc. | 7,994 | $851.3 萬 | 3.21% | −186−2.3% | 減碼 |
| Genus Capital Management Inc. | 8,000 | $851.9 萬 | 0.84% | +800+11.1% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 8,000 | $852.0 萬 | 1.12% | −235−2.9% | 減碼 |
| Kovack Advisors, Inc. | 8,311 | $852.7 萬 | 0.41% | +634+8.3% | 加碼 |
| Cozad Asset Management Inc | 8,008 | $852.8 萬 | 0.55% | +20.0% | 加碼 |
| BOCHK Asset Management Ltd | 8,010 | $853.0 萬 | 1.35% | +4,070+103.3% | 加碼 |
| Buckley Wealth Management, LLC | 8,020 | $854.0 萬 | 2.11% | −925−10.3% | 減碼 |
| TCG Advisory Services, LLC | 8,080 | $860.5 萬 | 0.16% | +1,597+24.6% | 加碼 |
| First Dallas Securities Inc. | 8,087 | $861.2 萬 | 2.85% | −565−6.5% | 減碼 |
| Concord Asset Management, LLC | 8,092 | $861.7 萬 | 1.33% | −458−5.4% | 減碼 |
| Great Lakes Retirement, Inc. | 8,103 | $862.9 萬 | 0.77% | +78+1.0% | 加碼 |
| Hudock, Inc. | 8,106 | $863.3 萬 | 1.11% | −173−2.1% | 減碼 |
| V-Square Quantitative Management LLC | 8,120 | $864.7 萬 | 0.82% | −486−5.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,132 | $866.0 萬 | 0.21% | −238−2.8% | 減碼 |
| River Street Advisors LLC | 8,133 | $866.1 萬 | 2.55% | −127−1.5% | 減碼 |
| Florida Financial Advisors, LLC | 8,147 | $867.8 萬 | 1.47% | +2,241+37.9% | 加碼 |
| Cornerstone Wealth Group, LLC | 8,186 | $871.7 萬 | 0.52% | −379−4.4% | 減碼 |
| Liberty One Investment Management, LLC | 8,199 | $873.2 萬 | 0.87% | −3,157−27.8% | 減碼 |
| HBK Sorce Advisory LLC | 10,048 | $875.2 萬 | 0.17% | −30−0.3% | 減碼 |
| Nordwand Advisors, LLC | 8,230 | $876.4 萬 | 1.34% | −415−4.8% | 減碼 |
| United Capital Management of KS, Inc. | 8,236 | $877.1 萬 | 1.15% | −202−2.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,247 | $878.2 萬 | 0.52% | +512+6.6% | 加碼 |
| Parcion Private Wealth LLC | 8,312 | $885.1 萬 | 0.49% | −27−0.3% | 減碼 |
| Baldwin Investment Management, LLC | 8,327 | $886.7 萬 | 0.86% | +287+3.6% | 加碼 |
| Wealthspire Advisors, LLC | 8,342 | $888.3 萬 | 0.05% | +1,714+25.9% | 加碼 |
| Brendel Financial Advisors LLC | 8,356 | $889.8 萬 | 4.12% | −314−3.6% | 減碼 |
| Monetary Management Group Inc | 8,372 | $891.5 萬 | 1.83% | +635+8.2% | 加碼 |
| Clune & Associates, Ltd. | 8,373 | $891.7 萬 | 1.35% | −22−0.3% | 減碼 |
| Mill Capital Management, LLC | 8,408 | $895.4 萬 | 0.60% | −50−0.6% | 減碼 |
| Hartford Financial Management Inc. | 8,452 | $900.0 萬 | 2.01% | −488−5.5% | 減碼 |
| Palisade Asset Management, LLC | 8,465 | $901.4 萬 | 0.83% | −93−1.1% | 減碼 |
| Cullen Investment Group, Ltd. | 8,562 | $911.8 萬 | 1.10% | −29−0.3% | 減碼 |
| Fairfield Financial Advisors, LTD | 8,575 | $913.2 萬 | 3.60% | +471+5.8% | 加碼 |
| Evercore Wealth Management, LLC | 8,582 | $913.9 萬 | 0.13% | −307−3.5% | 減碼 |
| Capital Group Private Client Services, Inc. | 8,616 | $917.5 萬 | 0.13% | +1,948+29.2% | 加碼 |
| Acorn Financial Advisory Services Inc | 8,619 | $917.9 萬 | 1.22% | +8,262+2,314.3% | 加碼 |
| Cumberland Advisors Inc | 8,640 | $920.1 萬 | 3.24% | −860−9.1% | 減碼 |
| Viewpoint Capital Management LLC | 8,650 | $921.1 萬 | 4.69% | −4,151−32.4% | 減碼 |
| Profund Advisors LLC | 8,661 | $922.3 萬 | 0.25% | −31−0.4% | 減碼 |
| Foundations Investment Advisors, LLC | 8,693 | $925.7 萬 | 0.10% | +1,001+13.0% | 加碼 |
| Titan Wealth (CI) Ltd | 8,695 | $925.8 萬 | 3.44% | −1,000−10.3% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 8,701 | $926.6 萬 | 5.24% | −386−4.2% | 減碼 |
| Ogorek Anthony Joseph | 8,711 | $927.7 萬 | 2.30% | −1,949−18.3% | 減碼 |
| Lowe Brockenbrough & Co Inc | 8,720 | $928.6 萬 | 0.41% | −1,844−17.5% | 減碼 |
| Burney Co | 8,756 | $932.5 萬 | 0.25% | −260−2.9% | 減碼 |
| Studio Investment Management LLC | 8,767 | $933.6 萬 | 1.58% | −1,057−10.8% | 減碼 |
| Churchill Financial Advisors, LLC | 8,768 | $933.7 萬 | 1.80% | 00.0% | 不變 |
| Bank of Hawaii | 8,795 | $936.6 萬 | 0.46% | −647−6.9% | 減碼 |
| Delta Capital Management LLC | 8,840 | $941.4 萬 | 4.34% | −10−0.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,841 | $941.5 萬 | 0.65% | −16−0.2% | 減碼 |
| GAM Holding AG | 8,858 | $943.3 萬 | 0.72% | −470−5.0% | 減碼 |
| Baader Bank INC | 8,859 | $943.4 萬 | 0.77% | −2,866−24.4% | 減碼 |
| Mitchell Capital Management Co | 8,864 | $943.9 萬 | 1.44% | −286−3.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 8,915 | $949.4 萬 | 0.16% | +40.0% | 加碼 |
| AlTi Global, Inc. | 8,939 | $952.0 萬 | 0.20% | +147+1.7% | 加碼 |
| Naples Global Advisors, LLC | 8,941 | $952.1 萬 | 0.59% | −235−2.6% | 減碼 |
| Wedmont Private Capital | 10,012 | $953.6 萬 | 0.26% | +1,500+17.6% | 加碼 |
| Iowa State Bank | 8,957 | $953.8 萬 | 1.59% | +72+0.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 8,962 | $954.4 萬 | 0.21% | +5,283+143.6% | 加碼 |
| RH Tailwind Management, LLC | 9,000 | $958.4 萬 | 4.47% | −4,000−30.8% | 減碼 |
| Man Group plc | 9,005 | $958.9 萬 | 0.02% | −8,725−49.2% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 9,012 | $959.6 萬 | 0.81% | +40.0% | 加碼 |
| Financial & Tax Architects, LLC | 9,062 | $965.0 萬 | 2.03% | −1,750−16.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 9,072 | $966.0 萬 | 0.10% | +319+3.6% | 加碼 |
| Heartland Bank & Trust Co | 9,085 | $967.5 萬 | 2.00% | −167−1.8% | 減碼 |
| RB Capital Management, LLC | 9,149 | $974.3 萬 | 1.91% | −212−2.3% | 減碼 |
| Schnieders Capital Management, LLC. | 9,177 | $977.3 萬 | 1.28% | −73−0.8% | 減碼 |
| SNS Financial Group, LLC | 9,186 | $978.2 萬 | 0.19% | +5,218+131.5% | 加碼 |
| Daymark Wealth Partners, LLC | 9,190 | $978.6 萬 | 0.24% | +160+1.8% | 加碼 |
| Slow Capital, Inc. | 9,205 | $980.3 萬 | 1.14% | −1,442−13.5% | 減碼 |
| MV Capital Management, Inc. | 9,218 | $981.6 萬 | 0.87% | −539−5.5% | 減碼 |
| Forty-three Eighteen Advisors, LLC | 9,275 | $987.7 萬 | 6.65% | +20.0% | 加碼 |
| GTS Securities LLC | 9,307 | $991.1 萬 | 0.21% | +5,634+153.4% | 加碼 |
| Coastline Trust Co | 9,355 | $996.2 萬 | 0.88% | +418+4.7% | 加碼 |
| Marvin & Palmer Associates Inc | 9,362 | $997.0 萬 | 6.27% | +4,092+77.6% | 加碼 |