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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 4,998 | $532.2 萬 | 0.12% | +82+1.7% | 加碼 |
| Capital International Ltd | 4,986 | $531.0 萬 | 0.17% | −11,182−69.2% | 減碼 |
| Qtron Investments LLC | 4,951 | $527.2 萬 | 0.70% | −806−14.0% | 減碼 |
| United Bank | 4,949 | $527.0 萬 | 1.60% | +32+0.7% | 加碼 |
| Ledyard National Bank | 4,946 | $526.7 萬 | 0.42% | −6,153−55.4% | 減碼 |
| Next Century Growth Investors LLC | 4,932 | $525.2 萬 | 0.28% | −2,062−29.5% | 減碼 |
| Hollencrest Capital Management | 4,929 | $524.9 萬 | 0.34% | +3,563+260.8% | 加碼 |
| Q3 Asset Management | 4,913 | $523.2 萬 | 0.96% | +4,913 | 新進 |
| Vaquero Private Wealth, Ltd | 4,890 | $520.7 萬 | 1.07% | +4,890 | 新進 |
| TIAA Wealth Investment Management LLC | 4,887 | $520.0 萬 | 0.03% | +238+5.1% | 加碼 |
| Elite Wealth Management, Inc. | 4,882 | $519.9 萬 | 1.54% | +2,310+89.8% | 加碼 |
| Pallas Capital Advisors LLC | 4,875 | $519.1 萬 | 0.16% | +22+0.5% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 4,871 | $518.7 萬 | 2.09% | −255−5.0% | 減碼 |
| Precedent Wealth Partners, LLC | 4,871 | $518.7 萬 | 0.86% | +420+9.4% | 加碼 |
| Harbor Group, Inc. | 4,869 | $518.5 萬 | 0.61% | −11−0.2% | 減碼 |
| Bahl & Gaynor Inc | 4,859 | $517.4 萬 | 0.02% | −19−0.4% | 減碼 |
| Stanley-Laman Group, Ltd. | 4,839 | $515.3 萬 | 0.52% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 4,838 | $515.2 萬 | 0.39% | +114+2.4% | 加碼 |
| Myriad Asset Management Advisors LLC | 4,836 | $515.0 萬 | 1.22% | −1,142−19.1% | 減碼 |
| Perkins Coie Trust Co | 4,828 | $514.1 萬 | 0.85% | −491−9.2% | 減碼 |
| Benedict Financial Advisors Inc | 4,826 | $513.9 萬 | 1.00% | −103−2.1% | 減碼 |
| Westpac Banking Corp | 4,802 | $511.4 萬 | 0.31% | −1,126−19.0% | 減碼 |
| Princeton Capital Management LLC | 4,801 | $511.3 萬 | 1.15% | 00.0% | 不變 |
| Guardian Investment Management | 4,800 | $511.2 萬 | 3.50% | 00.0% | 不變 |
| Haverford Trust Co | 4,792 | $510.3 萬 | 0.04% | +190+4.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 4,790 | $510.1 萬 | 0.09% | −936−16.3% | 減碼 |
| Camden Capital, LLC | 4,773 | $508.2 萬 | 0.25% | −141−2.9% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 4,772 | $508.2 萬 | 0.44% | −476−9.1% | 減碼 |
| Rossmore Private Capital | 4,759 | $506.7 萬 | 0.41% | +3+0.1% | 加碼 |
| Vision Retirement, LLC | 4,753 | $506.1 萬 | 1.22% | +247+5.5% | 加碼 |
| WBH Advisory Inc | 4,745 | $505.2 萬 | 0.34% | −133−2.7% | 減碼 |
| Delta Investment Management, LLC | 4,743 | $505.1 萬 | 0.83% | +763+19.2% | 加碼 |
| CFM Wealth Partners LLC | 4,738 | $504.5 萬 | 0.64% | −50−1.0% | 減碼 |
| Glen Eagle Advisors, LLC | 4,714 | $502.0 萬 | 0.63% | −8−0.2% | 減碼 |
| Cooper Financial Group | 4,694 | $499.9 萬 | 0.41% | +346+8.0% | 加碼 |
| EPG Wealth Management LLC | 4,685 | $498.9 萬 | 1.20% | −13−0.3% | 減碼 |
| Atlas Brown,Inc. | 4,680 | $498.4 萬 | 1.34% | −121−2.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 4,677 | $498.1 萬 | 0.07% | +670+16.7% | 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 |
| Apollon Financial, LLC | 4,662 | $496.4 萬 | 0.59% | +6+0.1% | 加碼 |
| Resources Management Corp | 4,650 | $495.2 萬 | 0.62% | −230−4.7% | 減碼 |
| Beck Capital Management, LLC | 4,622 | $492.2 萬 | 0.91% | +177+4.0% | 加碼 |
| Capital Advisors Inc | 4,618 | $491.7 萬 | 0.07% | +244+5.6% | 加碼 |
| Csenge Advisory Group | 4,610 | $490.9 萬 | 0.20% | −211−4.4% | 減碼 |
| West Branch Capital LLC | 4,606 | $490.4 萬 | 1.14% | +130+2.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,599 | $489.5 萬 | 0.50% | −4,369−48.7% | 減碼 |
| RS Crum Inc. | 4,589 | $488.7 萬 | 0.92% | +159+3.6% | 加碼 |
| Pinnacle West Asset Management, Inc. | 4,586 | $488.4 萬 | 3.37% | −65−1.4% | 減碼 |
| Valmark Advisers, Inc. | 4,580 | $487.7 萬 | 0.05% | −26−0.6% | 減碼 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4,573 | $487.0 萬 | 3.83% | 00.0% | 不變 |
| Krilogy Financial LLC | 4,572 | $486.8 萬 | 0.14% | −170−3.6% | 減碼 |
| SCS Capital Management LLC | 4,569 | $486.6 萬 | 0.05% | −396−8.0% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 4,565 | $486.1 萬 | 0.30% | −91−2.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 4,563 | $485.9 萬 | 0.10% | +602+15.2% | 加碼 |
| New Republic Capital, LLC | 4,563 | $485.9 萬 | 1.12% | +2,496+120.8% | 加碼 |
| DB&C Advisors, LLC | 4,562 | $485.9 萬 | 5.26% | +4+0.1% | 加碼 |
| Norway Savings Bank | 4,557 | $485.3 萬 | 2.03% | −229−4.8% | 減碼 |
| LOM Asset Management Ltd | 4,531 | $482.5 萬 | 1.25% | −985−17.9% | 減碼 |
| Boston Family Office LLC | 4,528 | $482.2 萬 | 0.29% | −34−0.7% | 減碼 |
| RKL Wealth Management LLC | 4,521 | $481.4 萬 | 0.38% | +140+3.2% | 加碼 |
| LSV Asset Management | 4,517 | $481.0 萬 | 0.01% | +10.0% | 加碼 |
| Lawood & Co | 4,507 | $480.0 萬 | 3.25% | −399−8.1% | 減碼 |
| Platinum Investment Management Ltd | 4,500 | $479.2 萬 | 1.18% | −4,000−47.1% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 4,490 | $478.1 萬 | 0.69% | +671+17.6% | 加碼 |
| First Foundation Advisors | 4,478 | $476.9 萬 | 0.17% | +374+9.1% | 加碼 |
| Trust Point Inc. | 4,478 | $476.9 萬 | 0.40% | +210+4.9% | 加碼 |
| SS&H Financial Advisors, Inc. | 4,475 | $476.5 萬 | 1.22% | +4,475 | 新進 |
| Old West Investment Management, LLC | 4,458 | $474.7 萬 | 0.50% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 4,448 | $473.7 萬 | 0.18% | +8+0.2% | 加碼 |
| Emprise Bank | 4,445 | $473.3 萬 | 1.74% | −47−1.0% | 減碼 |
| Wolff Financial Management LLC | 4,440 | $472.8 萬 | 0.94% | −508−10.3% | 減碼 |
| Essex Savings Bank | 4,440 | $472.8 萬 | 1.02% | −568−11.3% | 減碼 |
| Diamant Asset Management, Inc. | 4,433 | $472.1 萬 | 3.21% | −3,136,170−99.9% | 減碼 |
| MOKAN Wealth Management Inc. | 4,406 | $470.2 萬 | 1.80% | +120+2.8% | 加碼 |
| Azimuth Capital Investment Management LLC | 4,415 | $470.2 萬 | 0.16% | −5,780−56.7% | 減碼 |
| Ellenbecker Investment Group | 4,396 | $468.2 萬 | 0.54% | −634−12.6% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,389 | $467.4 萬 | 0.91% | −176−3.9% | 減碼 |
| Burke & Herbert Bank & Trust Co | 4,387 | $467.2 萬 | 1.16% | −9−0.2% | 減碼 |
| Hardy Reed LLC | 4,378 | $466.2 萬 | 0.30% | +122+2.9% | 加碼 |
| Facet Wealth, Inc. | 4,373 | $465.7 萬 | 0.07% | +1,004+29.8% | 加碼 |
| Simon Quick Advisors, LLC | 4,372 | $465.6 萬 | 0.19% | +87+2.0% | 加碼 |
| Perfromance Wealth Partners, LLC | 4,362 | $464.5 萬 | 0.12% | +1,927+79.1% | 加碼 |
| G&S Capital LLC | 4,359 | $464.2 萬 | 1.35% | −139−3.1% | 減碼 |
| Investment Research & Advisory Group, Inc. | 4,335 | $462.9 萬 | 1.44% | +37+0.9% | 加碼 |
| Acorn Wealth Advisors, LLC | 4,335 | $461.6 萬 | 1.12% | +118+2.8% | 加碼 |
| Oak Asset Management, LLC | 4,332 | $461.3 萬 | 1.48% | −55−1.3% | 減碼 |
| AlphaCore Capital LLC | 4,331 | $461.2 萬 | 0.08% | +392+10.0% | 加碼 |
| Weaver Capital Management LLC | 6,491 | $459.9 萬 | 1.01% | 00.0% | 不變 |
| IronBridge Private Wealth, LLC | 4,318 | $459.8 萬 | 1.51% | −147−3.3% | 減碼 |
| Ticino Wealth | 4,318 | $459.8 萬 | 1.45% | +58+1.4% | 加碼 |
| Cigna Investments Inc | 4,316 | $459.6 萬 | 0.60% | −103−2.3% | 減碼 |
| Great Diamond Partners, LLC | 4,300 | $457.9 萬 | 0.79% | −26−0.6% | 減碼 |
| Sit Investment Associates Inc | 4,300 | $457.9 萬 | 0.09% | 00.0% | 不變 |
| Widmann Financial Services, Inc. | 4,300 | $457.9 萬 | 2.46% | −75−1.7% | 減碼 |
| 180 Wealth Advisors, LLC | 4,293 | $457.2 萬 | 0.46% | +114+2.7% | 加碼 |
| Frec Markets, Inc. | 4,281 | $455.9 萬 | 0.41% | +1,601+59.7% | 加碼 |
| Camarda Financial Advisors, LLC | 4,280 | $455.8 萬 | 1.38% | +1,675+64.3% | 加碼 |
| Charter Research & Investment Group, Inc. | 4,280 | $455.8 萬 | 2.77% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 4,264 | $454.1 萬 | 0.29% | −97−2.2% | 減碼 |