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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 2,086 | $222.1 萬 | 0.11% | −340−14.0% | 減碼 |
| TMB Capital Partners, LLC | 2,082 | $221.7 萬 | 0.69% | −52−2.4% | 減碼 |
| Ameriflex Group, Inc. | 2,080 | $221.5 萬 | 0.91% | +202+10.8% | 加碼 |
| Symphony Financial, Ltd. Co. | 2,099 | $221.3 萬 | 0.24% | +777+58.8% | 加碼 |
| Rogco, LP | 2,077 | $221.2 萬 | 0.68% | −435−17.3% | 減碼 |
| Intellus Advisors LLC | 2,064 | $219.8 萬 | 0.27% | −19−0.9% | 減碼 |
| Miramontes Capital, LLC | 2,063 | $219.7 萬 | 0.68% | +16+0.8% | 加碼 |
| Harbor Investment Advisory, LLC | 2,057 | $219.0 萬 | 0.15% | +13+0.6% | 加碼 |
| Transamerica Financial Advisors, Inc. | 2,055 | $218.9 萬 | 0.19% | −407−16.5% | 減碼 |
| Dudley Capital Management, LLC | 2,055 | $218.8 萬 | 0.88% | 00.0% | 不變 |
| Asset Advisory Group, Inc. | 2,055 | $218.8 萬 | 0.96% | 00.0% | 不變 |
| Well Done, LLC | 2,054 | $218.7 萬 | 0.29% | −217−9.6% | 減碼 |
| Parisi Gray Wealth Management | 2,052 | $218.5 萬 | 0.45% | +430+26.5% | 加碼 |
| Bogart Wealth, LLC | 2,048 | $218.1 萬 | 0.07% | +378+22.6% | 加碼 |
| BCS Wealth Management | 2,045 | $217.8 萬 | 0.39% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 2,045 | $217.8 萬 | 0.54% | +15+0.7% | 加碼 |
| First American Bank | 2,043 | $217.6 萬 | 0.12% | 00.0% | 不變 |
| Adelphi Trust Co | 2,043 | $217.6 萬 | 1.44% | +80+4.1% | 加碼 |
| Latitude Advisors, LLC | 2,042 | $217.5 萬 | 0.87% | −38−1.8% | 減碼 |
| Wall Street Access Asset Management, LLC | 2,036 | $216.8 萬 | 0.31% | +1,086+114.3% | 加碼 |
| Gilbert & Cook, Inc. | 2,034 | $216.6 萬 | 0.25% | −1,531−42.9% | 減碼 |
| NCM Capital Management, LLC | 2,031 | $216.2 萬 | 0.67% | +10.0% | 加碼 |
| Cornerstone Select Advisors, LLC | 2,028 | $216.0 萬 | 0.91% | +175+9.4% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,027 | $215.9 萬 | 0.09% | −65−3.1% | 減碼 |
| Northstar Group, Inc. | 2,026 | $215.8 萬 | 0.28% | −344−14.5% | 減碼 |
| Heck Capital Advisors, LLC | 2,025 | $215.7 萬 | 0.13% | +3+0.1% | 加碼 |
| Vann Equity Management LLC | 2,021 | $215.2 萬 | 1.31% | +575+39.8% | 加碼 |
| Jacksonville Wealth Management, LLC | 2,019 | $215.0 萬 | 1.22% | 00.0% | 不變 |
| Disciplined Equity Management, Inc. | 2,019 | $215.0 萬 | 0.95% | −30−1.5% | 減碼 |
| KKM Financial LLC | 2,019 | $215.0 萬 | 0.29% | −278−12.1% | 減碼 |
| Financial Engines Advisors L.L.C. | 2,017 | $214.8 萬 | 0.00% | +104+5.4% | 加碼 |
| Two Sigma Securities, LLC | 2,016 | $214.7 萬 | 0.19% | +2,016 | 新進 |
| Sterling Wealth Management, Inc. | 2,015 | $214.6 萬 | 0.53% | +72+3.7% | 加碼 |
| Beacon Financial Advisory LLC | 2,014 | $214.5 萬 | 0.42% | −38−1.9% | 減碼 |
| Reliant Investment Partners, LLC | 2,013 | $214.4 萬 | 1.46% | +47+2.4% | 加碼 |
| Mechanics Bank Trust Department | 2,013 | $214.4 萬 | 0.27% | −24−1.2% | 減碼 |
| Peoples Financial Services Corp. | 2,012 | $214.3 萬 | 0.93% | −113−5.3% | 減碼 |
| First National Bank of Hutchinson | 2,007 | $213.7 萬 | 1.17% | +47+2.4% | 加碼 |
| Arcataur Capital Management LLC | 2,005 | $213.5 萬 | 0.53% | 00.0% | 不變 |
| Summit Financial Strategies, Inc. | 2,004 | $213.4 萬 | 0.15% | +55+2.8% | 加碼 |
| Bensler, LLC | 2,003 | $213.3 萬 | 0.19% | +193+10.7% | 加碼 |
| Everpar Advisors LLC | 2,003 | $213.3 萬 | 0.61% | +93+4.9% | 加碼 |
| Sage Investment Counsel LLC | 2,001 | $213.1 萬 | 2.13% | −5−0.2% | 減碼 |
| Saybrook Capital | 2,000 | $213.0 萬 | 0.53% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 1,996 | $212.5 萬 | 0.50% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 1,994 | $212.4 萬 | 0.18% | −105−5.0% | 減碼 |
| Tompkins Financial Corp | 1,992 | $212.1 萬 | 0.15% | +99+5.2% | 加碼 |
| Cahaba Wealth Management, Inc. | 1,988 | $211.7 萬 | 0.13% | +8+0.4% | 加碼 |
| Meriwether Wealth & Planning, LLC | 1,986 | $211.5 萬 | 1.05% | 00.0% | 不變 |
| Karani Asset Management LLC | 1,986 | $211.5 萬 | 1.54% | +254+14.7% | 加碼 |
| Sovran Advisors, LLC | 2,509 | $211.0 萬 | 0.16% | −289−10.3% | 減碼 |
| Algebris (UK) Ltd | 1,984 | $210.6 萬 | 0.14% | +179+9.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 1,974 | $210.2 萬 | 0.13% | +29+1.5% | 加碼 |
| Calton & Associates, Inc. | 1,969 | $209.7 萬 | 0.31% | +149+8.2% | 加碼 |
| Wealth Alliance | 1,969 | $209.7 萬 | 0.18% | +301+18.0% | 加碼 |
| Copley Financial Group, Inc. | 1,965 | $209.3 萬 | 1.27% | −1,732−46.8% | 減碼 |
| WFA of San Diego, LLC | 2,448 | $209.2 萬 | 1.71% | +39+1.6% | 加碼 |
| Capital Performance Advisors LLP | 2,960 | $208.7 萬 | 0.13% | +695+30.7% | 加碼 |
| Lighthouse Financial Services Inc | 2,100 | $208.2 萬 | 0.44% | −689−24.7% | 減碼 |
| Opinicus Capital, Inc. | 1,953 | $208.0 萬 | 1.11% | −35−1.8% | 減碼 |
| Zullo Investment Group, Inc. | 1,947 | $207.4 萬 | 0.71% | −6−0.3% | 減碼 |
| Angeles Wealth Management, LLC | 1,947 | $207.3 萬 | 0.09% | +170+9.6% | 加碼 |
| Breakwater Capital Group | 1,946 | $207.3 萬 | 0.25% | +47+2.5% | 加碼 |
| Armstrong Advisory Group, Inc | 1,944 | $207.0 萬 | 0.13% | −116−5.6% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 1,943 | $206.9 萬 | 0.25% | 00.0% | 不變 |
| Capital Advantage, Inc. | 1,942 | $206.8 萬 | 0.25% | −338−14.8% | 減碼 |
| Olistico Wealth, LLC | 1,942 | $206.8 萬 | 0.88% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 1,941 | $206.7 萬 | 0.13% | +68+3.6% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 1,938 | $206.4 萬 | 0.23% | −294−13.2% | 減碼 |
| Accredited Investors Inc. | 1,935 | $206.1 萬 | 0.09% | +150+8.4% | 加碼 |
| Shepherd Street Advisors LLC | 2,253 | $206.0 萬 | 1.81% | −82−3.5% | 減碼 |
| PSI Advisors, LLC | 1,930 | $205.5 萬 | 0.48% | +245+14.5% | 加碼 |
| Kingdom Financial Group LLC. | 1,929 | $205.4 萬 | 0.52% | +1,792+1,308.0% | 加碼 |
| Transcend Wealth Collective, LLC | 1,926 | $205.1 萬 | 0.14% | +173+9.9% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 1,924 | $204.9 萬 | 0.32% | −80−4.0% | 減碼 |
| Providence First Trust Co | 1,923 | $204.8 萬 | 0.57% | −21−1.1% | 減碼 |
| SFMG, LLC | 1,922 | $204.7 萬 | 0.12% | +93+5.1% | 加碼 |
| Convergence Financial, LLC | 1,921 | $204.6 萬 | 0.16% | +564+41.6% | 加碼 |
| Alta Advisers Ltd | 1,917 | $204.1 萬 | 0.46% | +126+7.0% | 加碼 |
| First Financial Bankshares Inc | 1,915 | $203.9 萬 | 0.04% | −14−0.7% | 減碼 |
| Allen Investment Management LLC | 1,913 | $203.7 萬 | 0.02% | 00.0% | 不變 |
| Pines Wealth Management, LLC | 1,912 | $203.6 萬 | 0.59% | −56−2.8% | 減碼 |
| LifePlan Financial, LLC | 1,906 | $203.0 萬 | 1.42% | −98−4.9% | 減碼 |
| Trust Co | 1,904 | $202.8 萬 | 0.18% | +1+0.1% | 加碼 |
| Bedel Financial Consulting, Inc. | 1,904 | $202.8 萬 | 0.19% | −37−1.9% | 減碼 |
| Boston Partners | 1,904 | $202.7 萬 | 0.00% | −11−0.6% | 減碼 |
| Options Solutions, LLC | 1,900 | $202.3 萬 | 1.44% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 1,900 | $202.3 萬 | 0.03% | +94+5.2% | 加碼 |
| Bridgewater Advisors Inc. | 2,436 | $201.5 萬 | 0.11% | +16+0.7% | 加碼 |
| Guardian Asset Advisors, LLC | 1,888 | $201.1 萬 | 0.93% | +32+1.7% | 加碼 |
| Cascades Capital Asset Management, LLC | 1,887 | $200.9 萬 | 0.74% | +3+0.2% | 加碼 |
| Fragasso Group Inc. | 1,887 | $200.9 萬 | 0.11% | +181+10.6% | 加碼 |
| Forbes J M & Co LLP | 1,885 | $200.7 萬 | 0.16% | +495+35.6% | 加碼 |
| Cornerstone Advisory, LLC | 1,884 | $200.7 萬 | 0.17% | +66+3.6% | 加碼 |
| August Group Capital Ltd | 1,884 | $200.6 萬 | 2.20% | −63−3.2% | 減碼 |
| Impact Capital Partners LLC | 1,883 | $200.5 萬 | 0.55% | +51+2.8% | 加碼 |
| Wagner Wealth Management, LLC | 1,882 | $200.5 萬 | 0.37% | +16+0.9% | 加碼 |
| Pitcairn Wealth Advisors LLC | 1,881 | $200.3 萬 | 0.22% | −9−0.5% | 減碼 |
| Appleton Partners Inc | 1,879 | $200.1 萬 | 0.12% | −14−0.7% | 減碼 |
| Gradient Investments LLC | 1,874 | $199.6 萬 | 0.03% | +299+19.0% | 加碼 |