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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 9,379 | $998.8 萬 | 0.43% | −89−0.9% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 9,387 | $999.5 萬 | 3.39% | −158−1.7% | 減碼 |
| Soltis Investment Advisors LLC | 9,392 | $1,000 萬 | 0.58% | +285+3.1% | 加碼 |
| Concord Wealth Partners | 9,417 | $1,003 萬 | 1.15% | −347−3.6% | 減碼 |
| Confluence Wealth Services, Inc. | 9,423 | $1,003 萬 | 0.29% | +2,531+36.7% | 加碼 |
| Ballentine Partners, LLC | 9,435 | $1,005 萬 | 0.12% | +173+1.9% | 加碼 |
| CPA Asset Management LLC | 9,466 | $1,008 萬 | 2.90% | −778−7.6% | 減碼 |
| Gluskin Sheff & Assoc Inc | 9,475 | $1,009 萬 | 1.55% | 00.0% | 不變 |
| MWA Asset Management | 9,493 | $1,011 萬 | 4.57% | −844−8.2% | 減碼 |
| Choate Investment Advisors | 9,496 | $1,011 萬 | 0.18% | +50+0.5% | 加碼 |
| Nikko Asset Management Americas, Inc. | 9,516 | $1,013 萬 | 0.13% | −900−8.6% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 9,538 | $1,016 萬 | 3.03% | +9,538 | 新進 |
| Liontrust Investment Partners LLP | 9,540 | $1,016 萬 | 0.15% | −15,788−62.3% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 9,542 | $1,016 萬 | 2.46% | −145−1.5% | 減碼 |
| Twin Capital Management Inc | 9,594 | $1,022 萬 | 1.11% | +126+1.3% | 加碼 |
| Capital Investment Counsel, Inc | 9,610 | $1,023 萬 | 1.10% | −1,260−11.6% | 減碼 |
| Walleye Trading LLC | 9,613 | $1,024 萬 | 0.14% | +6,667+226.3% | 加碼 |
| J. Safra Sarasin Holding AG | 12,181 | $1,024 萬 | 0.15% | +1,140+10.3% | 加碼 |
| RMB Capital Management, LLC | 9,620 | $1,024 萬 | 0.16% | +115+1.2% | 加碼 |
| IFG Advisory, LLC | 9,630 | $1,025 萬 | 0.36% | +9,158+1,940.3% | 加碼 |
| Jericho Financial, LLP | 9,649 | $1,028 萬 | 5.32% | +96+1.0% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 9,691 | $1,032 萬 | 0.05% | +486+5.3% | 加碼 |
| Lockheed Martin Investment Management Co | 9,700 | $1,033 萬 | 0.41% | +9,700 | 新進 |
| MONECO Advisors, LLC | 9,710 | $1,034 萬 | 0.63% | +3,418+54.3% | 加碼 |
| SevenBridge Financial Group, LLC | 12,290 | $1,035 萬 | 1.52% | −106−0.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 9,741 | $1,037 萬 | 0.64% | −141−1.4% | 減碼 |
| Nilsine Partners, LLC | 9,750 | $1,038 萬 | 0.72% | +77+0.8% | 加碼 |
| Rockline Wealth Management, LLC | 9,752 | $1,039 萬 | 1.99% | +473+5.1% | 加碼 |
| Tritonpoint Wealth, LLC | 9,764 | $1,040 萬 | 1.02% | −189−1.9% | 減碼 |
| LMG Wealth Partners, LLC | 9,767 | $1,040 萬 | 1.66% | +104+1.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 9,769 | $1,040 萬 | 0.50% | +18+0.2% | 加碼 |
| Mattern Wealth Management LLC | 9,771 | $1,040 萬 | 1.71% | +30.0% | 加碼 |
| River Wealth Advisors LLC | 9,782 | $1,042 萬 | 1.09% | +288+3.0% | 加碼 |
| Mystic Asset Management, Inc. | 9,809 | $1,045 萬 | 2.23% | −139−1.4% | 減碼 |
| Finer Wealth Management, Inc. | 9,816 | $1,045 萬 | 4.67% | −143−1.4% | 減碼 |
| Fox Hill Wealth Management | 9,832 | $1,047 萬 | 4.20% | +4,701+91.6% | 加碼 |
| Wellington Shields & Co., LLC | 9,907 | $1,055 萬 | 2.36% | +424+4.5% | 加碼 |
| RFG Advisory, LLC | 9,930 | $1,057 萬 | 0.17% | +414+4.4% | 加碼 |
| Hudson Capital Management LLC | 9,942 | $1,059 萬 | 2.56% | −752−7.0% | 減碼 |
| Ibex Wealth Advisors | 9,965 | $1,061 萬 | 0.83% | +48+0.5% | 加碼 |
| TritonPoint Partners, LLC | 9,969 | $1,062 萬 | 0.88% | +9,091+1,035.4% | 加碼 |
| HWG Holdings LP | 9,989 | $1,064 萬 | 2.41% | +5,946+147.1% | 加碼 |
| DKRT Investments Corp. | 10,000 | $1,065 萬 | 2.60% | −5,000−33.3% | 減碼 |
| Chicago Capital, LLC | 10,003 | $1,065 萬 | 0.26% | +2,110+26.7% | 加碼 |
| Advisors Preferred, LLC | 11,056 | $1,065 萬 | 1.65% | +311+2.9% | 加碼 |
| Asset Management Group, Inc. | 10,005 | $1,065 萬 | 1.56% | −796−7.4% | 減碼 |
| Naviter Wealth, LLC | 10,011 | $1,066 萬 | 0.97% | +2,303+29.9% | 加碼 |
| ABN AMRO Bank N.V. | 10,130 | $1,067 萬 | 0.14% | +2,834+38.8% | 加碼 |
| Stokes Capital Advisors, LLC | 10,019 | $1,067 萬 | 2.28% | −1,259−11.2% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 10,027 | $1,068 萬 | 0.55% | +414+4.3% | 加碼 |
| Focus Financial Network, Inc. | 10,043 | $1,070 萬 | 0.33% | +160+1.6% | 加碼 |
| Whalerock Point Partners, LLC | 10,057 | $1,071 萬 | 1.82% | −115−1.1% | 減碼 |
| Jones Kertz & Associates, Inc. | 10,073 | $1,073 萬 | 4.95% | −1,227−10.9% | 減碼 |
| Argyle Capital Management Inc. | 10,082 | $1,074 萬 | 3.09% | −277−2.7% | 減碼 |
| Ramirez Asset Management, Inc. | 10,110 | $1,077 萬 | 1.12% | 00.0% | 不變 |
| Securian Asset Management, Inc | 12,239 | $1,077 萬 | 0.39% | −384−3.0% | 減碼 |
| NorthRock Partners, LLC | 10,121 | $1,078 萬 | 0.16% | +35+0.3% | 加碼 |
| Procyon Private Wealth Partners, LLC | 10,122 | $1,078 萬 | 0.47% | −120−1.2% | 減碼 |
| BCJ Capital Management, LLC | 10,127 | $1,078 萬 | 0.54% | +6,730+198.1% | 加碼 |
| Oddo BHF Asset Management SAS | 10,142 | $1,080 萬 | 0.50% | +831+8.9% | 加碼 |
| Providence Wealth Advisors, LLC | 11,040 | $1,082 萬 | 6.38% | −150−1.3% | 減碼 |
| Occidental Asset Management, LLC | 10,195 | $1,086 萬 | 1.08% | +105+1.0% | 加碼 |
| Trajan Wealth LLC | 10,201 | $1,086 萬 | 0.41% | −6,985−40.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 10,211 | $1,087 萬 | 0.10% | +2,481+32.1% | 加碼 |
| Boyd Watterson Asset Management LLC | 10,281 | $1,095 萬 | 2.95% | −24−0.2% | 減碼 |
| Cyndeo Wealth Partners, LLC | 10,286 | $1,095 萬 | 0.52% | −254−2.4% | 減碼 |
| Lifeworks Advisors, LLC | 10,297 | $1,097 萬 | 1.15% | +794+8.4% | 加碼 |
| Smith, Moore & Co. | 10,324 | $1,099 萬 | 0.71% | −287−2.7% | 減碼 |
| Terry L. Blaker | 10,324 | $1,099 萬 | 0.39% | +305+3.0% | 加碼 |
| Clearbridge Investments, LLC | 10,346 | $1,102 萬 | 0.01% | −3,345−24.4% | 減碼 |
| Snowden Capital Advisors LLC | 10,350 | $1,102 萬 | 0.26% | +787+8.2% | 加碼 |
| Change Path, LLC | 10,352 | $1,102 萬 | 0.24% | −1,316−11.3% | 減碼 |
| Ascent Group, LLC | 10,359 | $1,103 萬 | 0.33% | +3,996+62.8% | 加碼 |
| Old National Bancorp | 10,407 | $1,108 萬 | 0.22% | +624+6.4% | 加碼 |
| Modus Advisors, LLC | 10,481 | $1,116 萬 | 2.76% | −643−5.8% | 減碼 |
| Pinnacle Holdings, LLC | 10,494 | $1,118 萬 | 3.44% | −426−3.9% | 減碼 |
| IHT Wealth Management, LLC | 10,497 | $1,118 萬 | 0.24% | +249+2.4% | 加碼 |
| Plimoth Trust Co LLC | 10,522 | $1,120 萬 | 2.24% | −172−1.6% | 減碼 |
| Perigon Wealth Management, LLC | 10,528 | $1,121 萬 | 0.18% | +210+2.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 10,533 | $1,122 萬 | 0.18% | +1,422+15.6% | 加碼 |
| Indiana Trust & Investment Management CO | 10,557 | $1,124 萬 | 3.07% | +42+0.4% | 加碼 |
| Jefferies Financial Group Inc. | 10,617 | $1,131 萬 | 0.10% | −73,111−87.3% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,625 | $1,131 萬 | 1.39% | +248+2.4% | 加碼 |
| Truvestments Capital LLC | 10,677 | $1,137 萬 | 1.69% | −27−0.3% | 減碼 |
| Perryman Financial Advisory Inc | 10,737 | $1,143 萬 | 1.52% | +350+3.4% | 加碼 |
| Geneva Partners, LLC | 10,746 | $1,144 萬 | 3.05% | −37−0.3% | 減碼 |
| Brighton Jones LLC | 10,841 | $1,154 萬 | 0.21% | +413+4.0% | 加碼 |
| PFG Investments, LLC | 10,845 | $1,155 萬 | 0.45% | +1,633+17.7% | 加碼 |
| New Hampshire Trust | 10,980 | $1,169 萬 | 2.21% | −437−3.8% | 減碼 |
| Mission Creek Capital Partners, Inc. | 11,034 | $1,175 萬 | 2.07% | +535+5.1% | 加碼 |
| Denali Advisors LLC | 11,035 | $1,175 萬 | 1.18% | +1,338+13.8% | 加碼 |
| Wealth High Governance Capital Ltda | 11,040 | $1,176 萬 | 3.52% | +11,040 | 新進 |
| Asset Dedication, LLC | 11,044 | $1,176 萬 | 0.74% | −408−3.6% | 減碼 |
| PFG Advisors | 11,057 | $1,177 萬 | 0.59% | −956−8.0% | 減碼 |
| Hudson Bay Capital Management LP | 11,120 | $1,184 萬 | 0.06% | −8,236−42.6% | 減碼 |
| Stenger Family Office, LLC | 11,136 | $1,186 萬 | 1.93% | −40.0% | 減碼 |
| Modern Wealth Management, LLC | 11,141 | $1,186 萬 | 0.14% | +5,634+102.3% | 加碼 |
| Sapient Capital LLC | 11,149 | $1,187 萬 | 0.16% | +282+2.6% | 加碼 |
| Spirit of America Management Corp | 11,190 | $1,192 萬 | 2.25% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 11,247 | $1,198 萬 | 0.59% | −272−2.4% | 減碼 |