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 4,069 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
- 4,069
- 較 2026 年第 1 季 +349 家
- 持有股數
- 3.31 億
- 較 2026 年第 1 季 −49.2 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 1,609 家減碼
另有 52 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 | 4,069 | $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 |
|---|---|---|---|---|---|
| Ethic Inc. | 59,981 | $6,387 萬 | 0.80% | +3,826+6.8% | 加碼 |
| Blackhill Capital Inc | 59,500 | $6,336 萬 | 2.63% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 58,020 | $6,179 萬 | 0.45% | −20,765−26.4% | 減碼 |
| Fiduciary Trust Co | 57,923 | $6,168 萬 | 0.67% | −3,389−5.5% | 減碼 |
| Pinnacle Financial Partners, Inc. | 57,226 | $6,094 萬 | 0.42% | −531−0.9% | 減碼 |
| Stephens Inc | 56,857 | $6,055 萬 | 0.68% | +551+1.0% | 加碼 |
| TCW Group Inc | 56,805 | $6,049 萬 | 0.41% | +10,748+23.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 56,630 | $6,031 萬 | 0.65% | +3,301+6.2% | 加碼 |
| Nichols & Pratt Advisers LLP | 56,535 | $6,020 萬 | 3.66% | −1,186−2.1% | 減碼 |
| USS Investment Management Ltd | 56,034 | $5,965 萬 | 0.24% | −2,320−4.0% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 56,008 | $5,964 萬 | 0.39% | −2,570−4.4% | 減碼 |
| HM Payson & Co | 56,006 | $5,964 萬 | 0.79% | −53,259−48.7% | 減碼 |
| Westchester Capital Management, Inc. | 55,808 | $5,943 萬 | 10.70% | −3,054−5.2% | 減碼 |
| Federated Hermes, Inc. | 55,734 | $5,935 萬 | 0.09% | +52,636+1,699.0% | 加碼 |
| AE Wealth Management LLC | 55,707 | $5,932 萬 | 0.28% | +30,157+118.0% | 加碼 |
| Groupe la Francaise | 55,840 | $5,903 萬 | 0.73% | +1,620+3.0% | 加碼 |
| Willis Investment Counsel | 54,570 | $5,811 萬 | 2.77% | +4,884+9.8% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 54,360 | $5,789 萬 | 2.30% | −2,240−4.0% | 減碼 |
| Investment Management Corp of Ontario | 54,182 | $5,770 萬 | 0.73% | −845−1.5% | 減碼 |
| Mutual of America Capital Management LLC | 53,985 | $5,749 萬 | 0.56% | −748−1.4% | 減碼 |
| Delta Asset Management LLC | 53,594 | $5,707 萬 | 4.94% | −870−1.6% | 減碼 |
| OP Asset Management Ltd | 52,380 | $5,578 萬 | 0.59% | −29,580−36.1% | 減碼 |
| Marshall Wace, LLP | 51,689 | $5,504 萬 | 0.05% | +23,190+81.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 57,682 | $5,413 萬 | 1.39% | +2,333+4.2% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 50,514 | $5,379 萬 | 2.00% | −1,822−3.5% | 減碼 |
| Vident Advisory, LLC | 50,496 | $5,377 萬 | 0.40% | −140.0% | 減碼 |
| UniSuper Management Pty Ltd | 50,234 | $5,349 萬 | 0.28% | +16,791+50.2% | 加碼 |
| Kempen Capital Management N.V. | 50,195 | $5,345 萬 | 0.41% | −1,235−2.4% | 減碼 |
| Generali Asset Management SPA SGR | 49,801 | $5,303 萬 | 0.96% | +3,868+8.4% | 加碼 |
| KCM Investment Advisors LLC | 49,787 | $5,302 萬 | 1.57% | +512+1.0% | 加碼 |
| Savant Capital, LLC | 49,781 | $5,277 萬 | 0.15% | +817+1.7% | 加碼 |
| Richard C. Young & CO., LTD. | 49,495 | $5,271 萬 | 3.88% | −1,020−2.0% | 減碼 |
| Allstate Corp | 49,013 | $5,219 萬 | 0.52% | +780+1.6% | 加碼 |
| Merit Financial Group, LLC | 48,985 | $5,216 萬 | 0.32% | +2,715+5.9% | 加碼 |
| Salem Investment Counselors Inc | 48,741 | $5,190 萬 | 1.29% | −181−0.4% | 減碼 |
| Tema ETFs LLC | 48,566 | $5,172 萬 | 1.67% | +7,080+17.1% | 加碼 |
| Baker Avenue Asset Management, LP | 48,161 | $5,129 萬 | 0.98% | +6,720+16.2% | 加碼 |
| Natixis | 47,798 | $5,090 萬 | 0.24% | +36,936+340.0% | 加碼 |
| CTC LLC | 47,638 | $5,073 萬 | 2.98% | +47,638 | 新進 |
| Guggenheim Capital LLC | 47,405 | $5,048 萬 | 0.33% | −1,034−2.1% | 減碼 |
| Kames Capital plc | 47,152 | $5,021 萬 | 0.54% | +47,152 | 新進 |
| Dakota Wealth Management | 47,042 | $5,010 萬 | 0.96% | −9,666−17.0% | 減碼 |
| Americana Partners, LLC | 46,206 | $4,920 萬 | 1.11% | +878+1.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 46,157 | $4,915 萬 | 0.42% | +5,425+13.3% | 加碼 |
| Freestone Grove Partners LP | 46,029 | $4,902 萬 | 0.32% | −45,135−49.5% | 減碼 |
| Charter Trust Co | 45,699 | $4,866 萬 | 2.61% | −436−0.9% | 減碼 |
| HB Wealth Management, LLC | 45,445 | $4,840 萬 | 0.27% | −1,443−3.1% | 減碼 |
| Rafferty Asset Management, LLC | 45,132 | $4,806 萬 | 0.11% | +14,836+49.0% | 加碼 |
| State of Alaska, Department of Revenue | 45,130 | $4,806 萬 | 0.48% | −1,588−3.4% | 減碼 |
| American Assets Investment Management, LLC | 45,000 | $4,792 萬 | 2.90% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 44,911 | $4,783 萬 | 0.37% | +4,625+11.5% | 加碼 |
| Hamilton Capital Partners Inc. | 44,737 | $4,764 萬 | 1.38% | −4,012−8.2% | 減碼 |
| Virginia Retirement Systems Et Al | 44,632 | $4,753 萬 | 0.28% | −140−0.3% | 減碼 |
| Vise Technologies, Inc. | 44,237 | $4,711 萬 | 0.53% | +20,449+86.0% | 加碼 |
| United Capital Financial Advisers, LLC | 44,175 | $4,704 萬 | 0.26% | −194−0.4% | 減碼 |
| Henshaw Capital LLC | 43,975 | $4,683 萬 | 1.52% | −360−0.8% | 減碼 |
| CCM Investment Advisers LLC | 43,761 | $4,660 萬 | 3.61% | −5,095−10.4% | 減碼 |
| Vestor Capital, LLC | 122,835 | $4,640 萬 | 3.93% | +98,036+395.3% | 加碼 |
| Davenport & Co LLC | 43,321 | $4,613 萬 | 0.24% | −1,195−2.7% | 減碼 |
| SRS Capital Advisors, Inc. | 42,605 | $4,532 萬 | 0.30% | +38,827+1,027.7% | 加碼 |
| Massmutual Trust Co FSB | 42,523 | $4,528 萬 | 1.17% | −5,663−11.8% | 減碼 |
| La Banque Postale Asset Management SA | 42,175 | $4,491 萬 | 0.45% | +22,741+117.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 42,119 | $4,485 萬 | 0.08% | −79,199−65.3% | 減碼 |
| Glenmede Trust Co NA | 41,962 | $4,469 萬 | 0.20% | +472+1.1% | 加碼 |
| Conning Inc. | 41,798 | $4,451 萬 | 1.33% | −11,230−21.2% | 減碼 |
| Integrated Advisors Network LLC | 41,670 | $4,437 萬 | 2.04% | −1,002−2.3% | 減碼 |
| Congress Asset Management Co | 41,651 | $4,435 萬 | 0.27% | −1,537−3.6% | 減碼 |
| ING Groep NV | 41,292 | $4,397 萬 | 0.21% | −100,754−70.9% | 減碼 |
| Whittier Trust Co | 45,019 | $4,366 萬 | 0.43% | −667−1.5% | 減碼 |
| Segment Wealth Management, LLC | 40,795 | $4,344 萬 | 2.25% | −495−1.2% | 減碼 |
| Advisory Services Network, LLC | 40,635 | $4,327 萬 | 0.49% | −185−0.5% | 減碼 |
| Summit Trail Advisors, LLC | 40,488 | $4,312 萬 | 0.54% | −759−1.8% | 減碼 |
| Stillwater Capital Advisors, LLC | 40,469 | $4,310 萬 | 4.39% | −389−1.0% | 減碼 |
| Omers Administration Corp | 40,416 | $4,304 萬 | 0.26% | +919+2.3% | 加碼 |
| LaFleur & Godfrey LLC | 40,343 | $4,296 萬 | 5.10% | −5,738−12.5% | 減碼 |
| Wharton Business Group, LLC | 40,314 | $4,293 萬 | 1.44% | −6,765−14.4% | 減碼 |
| Noesis Capital Mangement Corp | 40,173 | $4,278 萬 | 5.14% | −643−1.6% | 減碼 |
| Braun Stacey Associates Inc | 40,049 | $4,265 萬 | 1.21% | +1,220+3.1% | 加碼 |
| Rheos Capital Works Inc. | 40,000 | $4,260 萬 | 2.43% | −30,000−42.9% | 減碼 |
| Benjamin Edwards Inc | 39,839 | $4,243 萬 | 0.39% | −1,220−3.0% | 減碼 |
| Callahan Advisors, LLC | 39,578 | $4,215 萬 | 3.18% | −4,862−10.9% | 減碼 |
| Minneapolis Portfolio Management Group, LLC | 39,506 | $4,207 萬 | 3.99% | −10,248−20.6% | 減碼 |
| Dodge & Cox | 39,404 | $4,196 萬 | 0.02% | −590−1.5% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 39,383 | $4,194 萬 | 1.04% | +206+0.5% | 加碼 |
| Moran Wealth Management, LLC | 39,277 | $4,183 萬 | 1.14% | −8,046−17.0% | 減碼 |
| Silvercrest Asset Management Group LLC | 39,240 | $4,179 萬 | 0.27% | −6,124−13.5% | 減碼 |
| Intech Investment Management LLC | 39,037 | $4,157 萬 | 0.38% | −14,828−27.5% | 減碼 |
| Associated Banc-Corp | 38,746 | $4,126 萬 | 0.98% | −1,236−3.1% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 44,899 | $4,108 萬 | 0.80% | +36,080+409.1% | 加碼 |
| Birmingham Capital Management Co Inc | 38,575 | $4,108 萬 | 15.62% | −548−1.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 38,579 | $4,104 萬 | 0.18% | −392−1.0% | 減碼 |
| Park National Corp | 38,487 | $4,098 萬 | 1.15% | −3,209−7.7% | 減碼 |
| NBT Bank N A | 38,438 | $4,093 萬 | 2.71% | −1,639−4.1% | 減碼 |
| Raiffeisen Bank International AG | 39,500 | $4,083 萬 | 0.48% | +27,444+227.6% | 加碼 |
| Brookstone Capital Management | 38,296 | $4,078 萬 | 0.41% | −22,324−36.8% | 減碼 |
| Farther Finance Advisors, LLC | 38,184 | $4,064 萬 | 0.32% | +4,280+12.6% | 加碼 |
| Welch Group, LLC | 38,163 | $4,064 萬 | 1.39% | −945−2.4% | 減碼 |
| Parsons Capital Management Inc | 38,140 | $4,062 萬 | 1.84% | +485+1.3% | 加碼 |
| Harbour Investments, Inc. | 37,977 | $4,044 萬 | 0.54% | +509+1.4% | 加碼 |
| Atwater Malick LLC | 37,866 | $4,032 萬 | 8.78% | −155−0.4% | 減碼 |