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 +349 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
- 453
- 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 |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 5,815 | $619.2 萬 | 2.52% | +82+1.4% | 加碼 |
| Heritage Wealth Management, Inc. | 5,813 | $619.0 萬 | 1.54% | +5,813 | 新進 |
| JFS Wealth Advisors, LLC | 5,812 | $618.9 萬 | 0.31% | −143−2.4% | 減碼 |
| Hel Ved Capital Management Ltd | 5,810 | $618.7 萬 | 0.87% | +5,810 | 新進 |
| Wilson & Boucher Capital Management, LLC | 5,802 | $617.9 萬 | 3.63% | −50−0.9% | 減碼 |
| Gateway Wealth Partners, LLC | 5,799 | $617.6 萬 | 0.37% | −5,053−46.6% | 減碼 |
| Investment House LLC | 5,798 | $617.4 萬 | 0.28% | −10−0.2% | 減碼 |
| Compass Financial Management LLC | 6,752 | $616.2 萬 | 0.75% | +6,752 | 新進 |
| Hilltop Holdings Inc. | 5,776 | $615.0 萬 | 0.50% | +419+7.8% | 加碼 |
| Leelyn Smith, LLC | 5,765 | $614.0 萬 | 0.75% | +295+5.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 5,763 | $613.7 萬 | 0.68% | −1,718−23.0% | 減碼 |
| Capital Investment Advisory Services, LLC | 5,760 | $613.4 萬 | 0.38% | +276+5.0% | 加碼 |
| Kentucky Trust Co | 5,734 | $610.6 萬 | 2.94% | −90−1.5% | 減碼 |
| Cordatus Wealth Management LLC | 5,720 | $609.1 萬 | 1.34% | −60−1.0% | 減碼 |
| Am Investment Strategies LLC | 5,719 | $609.1 萬 | 1.17% | −22−0.4% | 減碼 |
| Nations Financial Group Inc, | 5,718 | $609.0 萬 | 0.29% | −123−2.1% | 減碼 |
| Stone Point Wealth LLC | 5,707 | $607.7 萬 | 1.54% | −438−7.1% | 減碼 |
| Family Management Corp | 5,697 | $606.7 萬 | 0.64% | −141−2.4% | 減碼 |
| Apella Capital, LLC | 6,429 | $604.4 萬 | 0.09% | +62+1.0% | 加碼 |
| Bragg Financial Advisors, Inc | 5,666 | $603.4 萬 | 0.16% | +14+0.2% | 加碼 |
| First Citizens Bank & Trust Co | 5,666 | $603.4 萬 | 0.09% | +512+9.9% | 加碼 |
| Fairvoy Private Wealth, LLC | 5,666 | $603.3 萬 | 1.22% | +3,845+211.1% | 加碼 |
| Sierra Summit Advisors LLC | 5,652 | $601.9 萬 | 0.67% | +105+1.9% | 加碼 |
| FLC Capital Advisors | 5,638 | $600.4 萬 | 0.98% | −150−2.6% | 減碼 |
| Arrow Financial Corp | 5,633 | $599.9 萬 | 0.54% | −286−4.8% | 減碼 |
| Sitrin Capital Management LLC | 5,614 | $597.8 萬 | 2.65% | +5,614 | 新進 |
| First National Bank & Trust Co of Newtown | 7,317 | $596.2 萬 | 1.21% | −4−0.1% | 減碼 |
| Oxbow Advisors, LLC | 5,587 | $594.9 萬 | 0.48% | +372+7.1% | 加碼 |
| Rexford Capital Inc | 5,585 | $594.7 萬 | 3.65% | −4−0.1% | 減碼 |
| Drive Wealth Management, LLC | 5,579 | $594.1 萬 | 1.06% | +204+3.8% | 加碼 |
| Trueblood Wealth Management, LLC | 5,559 | $592.0 萬 | 2.07% | −36−0.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 5,555 | $591.5 萬 | 0.07% | +157+2.9% | 加碼 |
| Security National Bank | 5,549 | $590.9 萬 | 0.71% | −42−0.8% | 減碼 |
| Ocean Capital Management, LLC | 5,513 | $587.1 萬 | 1.09% | −72−1.3% | 減碼 |
| Financial Plan, Inc. | 5,511 | $586.9 萬 | 0.56% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 5,483 | $583.9 萬 | 0.40% | −9−0.2% | 減碼 |
| Garde Capital, Inc. | 5,482 | $583.8 萬 | 0.26% | +20+0.4% | 加碼 |
| Kinloch Capital, LLC | 5,476 | $583.1 萬 | 2.13% | −592−9.8% | 減碼 |
| TD Private Client Wealth LLC | 5,474 | $582.9 萬 | 0.11% | +612+12.6% | 加碼 |
| Permanent Capital Management, LP | 5,465 | $582.0 萬 | 0.78% | −152−2.7% | 減碼 |
| Smithfield Trust Co | 5,458 | $581.1 萬 | 0.23% | −5−0.1% | 減碼 |
| Colonial Trust Co | 5,451 | $580.5 萬 | 0.74% | +858+18.7% | 加碼 |
| Chapin Davis, Inc. | 5,445 | $579.8 萬 | 1.02% | −780−12.5% | 減碼 |
| Silverlake Wealth Management LLC | 5,429 | $578.1 萬 | 1.11% | −54−1.0% | 減碼 |
| Gen-Wealth Partners Inc | 5,425 | $577.7 萬 | 1.61% | −191−3.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,417 | $576.9 萬 | 0.50% | +310+6.1% | 加碼 |
| Parametrica Management Ltd | 5,400 | $575.0 萬 | 4.51% | −1,600−22.9% | 減碼 |
| Alaethes Wealth LLC | 5,390 | $574.0 萬 | 1.67% | −45−0.8% | 減碼 |
| Papp L Roy & Associates | 5,387 | $573.7 萬 | 0.60% | +270+5.3% | 加碼 |
| Victrix Investment Advisors | 5,385 | $573.4 萬 | 2.40% | −34−0.6% | 減碼 |
| CNB Bank | 5,378 | $572.7 萬 | 2.23% | −775−12.6% | 減碼 |
| Woodmont Investment Counsel LLC | 5,372 | $572.1 萬 | 0.31% | −56−1.0% | 減碼 |
| Norden Group LLC | 5,360 | $570.8 萬 | 0.47% | −10.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 5,356 | $570.3 萬 | 0.16% | +145+2.8% | 加碼 |
| Ti-Trust, Inc | 5,344 | $569.1 萬 | 3.06% | 00.0% | 不變 |
| Grimes & Company, Inc. | 5,291 | $563.5 萬 | 0.12% | +62+1.2% | 加碼 |
| Everhart Financial Group, Inc. | 5,258 | $559.9 萬 | 0.36% | −52−1.0% | 減碼 |
| Watershed Private Wealth LLC | 5,254 | $559.5 萬 | 1.58% | −20−0.4% | 減碼 |
| Connecticut Wealth Management, LLC | 5,248 | $558.9 萬 | 0.21% | −19−0.4% | 減碼 |
| First Horizon Corp | 5,248 | $558.9 萬 | 0.22% | −152−2.8% | 減碼 |
| Checchi Capital Advisers, LLC | 5,247 | $558.8 萬 | 0.36% | −33−0.6% | 減碼 |
| Redmond Asset Management, LLC | 5,221 | $556.0 萬 | 1.39% | −160−3.0% | 減碼 |
| International Assets Investment Management, LLC | 5,602 | $555.4 萬 | 0.33% | −302−5.1% | 減碼 |
| Roman Butler Fullerton & Co | 5,948 | $554.1 萬 | 1.32% | +585+10.9% | 加碼 |
| Wealth Architects, LLC | 5,202 | $554.0 萬 | 0.44% | −586−10.1% | 減碼 |
| Cypress Capital Group | 5,197 | $553.4 萬 | 0.52% | +972+23.0% | 加碼 |
| Kercheville Advisors, LLC | 5,190 | $552.7 萬 | 1.68% | +2,325+81.2% | 加碼 |
| Root Financial Partners, LLC | 5,180 | $551.6 萬 | 0.21% | +217+4.4% | 加碼 |
| Forum Financial Management, LP | 5,159 | $549.4 萬 | 0.07% | +291+6.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 5,149 | $548.3 萬 | 0.06% | −10−0.2% | 減碼 |
| Northern Financial Advisors Inc | 5,147 | $548.1 萬 | 3.63% | −15−0.3% | 減碼 |
| Amussen Hunsaker Associates LLC | 5,143 | $547.7 萬 | 0.53% | −20.0% | 減碼 |
| True North Advisors, LLC | 5,142 | $547.6 萬 | 0.52% | −23−0.4% | 減碼 |
| Joel Isaacson & Co., LLC | 5,136 | $546.9 萬 | 0.16% | +520+11.3% | 加碼 |
| Advisor OS, LLC | 5,133 | $546.6 萬 | 0.36% | +740+16.8% | 加碼 |
| Core Wealth Advisors, Inc. | 5,133 | $546.6 萬 | 1.10% | −20−0.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,128 | $546.1 萬 | 0.30% | +130+2.6% | 加碼 |
| HHM Wealth Advisors, LLC | 5,112 | $544.4 萬 | 0.55% | +15+0.3% | 加碼 |
| Biltmore Family Office, LLC | 5,108 | $544.0 萬 | 0.71% | −878−14.7% | 減碼 |
| Eldridge Investment Advisors, Inc. | 5,105 | $543.6 萬 | 1.08% | −26−0.5% | 減碼 |
| WD Rutherford LLC | 5,102 | $543.3 萬 | 1.97% | −149−2.8% | 減碼 |
| HCR Wealth Advisors | 5,099 | $543.1 萬 | 0.49% | +39+0.8% | 加碼 |
| ARS Wealth Advisors Group, LLC | 5,097 | $542.7 萬 | 0.42% | +51+1.0% | 加碼 |
| Orleans Capital Management Corp | 5,091 | $542.1 萬 | 2.80% | +213+4.4% | 加碼 |
| Left Brain Wealth Management, LLC | 5,078 | $540.8 萬 | 1.63% | +368+7.8% | 加碼 |
| Beacon Investment Advisors LLC | 5,073 | $540.3 萬 | 1.70% | −5−0.1% | 減碼 |
| BOS Asset Management, LLC | 5,064 | $539.3 萬 | 1.25% | −639−11.2% | 減碼 |
| Itau Unibanco Holding S.A. | 5,062 | $539.1 萬 | 0.11% | 00.0% | 不變 |
| RMR Wealth Builders | 5,057 | $538.5 萬 | 0.33% | +3,213+174.2% | 加碼 |
| Catalyst Financial Partners LLC | 5,050 | $537.8 萬 | 0.53% | +11+0.2% | 加碼 |
| 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 |
| Xcel Wealth Management, LLC | 5,042 | $536.9 萬 | 1.28% | −34−0.7% | 減碼 |
| Tortoise Capital Advisors, L.L.C. | 5,036 | $536.3 萬 | 0.05% | +2,280+82.7% | 加碼 |
| Crown Oak Advisors, LLC | 5,034 | $536.1 萬 | 2.50% | −787−13.5% | 減碼 |
| Isthmus Partners, LLC | 5,022 | $534.8 萬 | 0.52% | −23−0.5% | 減碼 |
| PCM Encore, LLC | 5,019 | $534.4 萬 | 0.94% | −92−1.8% | 減碼 |
| Zions Bancorporation, National Association | 5,001 | $532.6 萬 | 0.32% | +2,349+88.6% | 加碼 |
| Alight Capital Management LP | 5,000 | $532.5 萬 | 0.87% | −5,000−50.0% | 減碼 |
| Gryphon Financial Partners LLC | 5,000 | $532.4 萬 | 0.47% | +918+22.5% | 加碼 |