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 |
|---|---|---|---|---|---|
| Culbertson A N & Co Inc | 37,820 | $4,027 萬 | 4.69% | −1,862−4.7% | 減碼 |
| Ieq Capital, LLC | 37,710 | $4,016 萬 | 0.19% | +5,898+18.5% | 加碼 |
| Clifford Swan Investment Counsel LLC | 37,571 | $4,001 萬 | 1.29% | −229−0.6% | 減碼 |
| Clear Harbor Asset Management, LLC | 37,448 | $3,988 萬 | 2.49% | −562−1.5% | 減碼 |
| Citizens Financial Group Inc | 37,369 | $3,979 萬 | 0.48% | +1,213+3.4% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 37,181 | $3,958 萬 | 2.27% | +6,551+21.4% | 加碼 |
| King Luther Capital Management Corp | 37,034 | $3,944 萬 | 0.16% | −861−2.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 37,023 | $3,943 萬 | 0.43% | −2,000−5.1% | 減碼 |
| Summit Financial, LLC | 37,003 | $3,940 萬 | 0.43% | +138+0.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 36,669 | $3,905 萬 | 0.27% | −375−1.0% | 減碼 |
| Panagora Asset Management Inc | 36,548 | $3,892 萬 | 0.12% | +24,763+210.1% | 加碼 |
| Integrated Wealth Concepts LLC | 36,447 | $3,881 萬 | 0.25% | +12,124+49.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 36,374 | $3,873 萬 | 0.38% | +6,759+22.8% | 加碼 |
| Elo Mutual Pension Insurance Co | 36,253 | $3,861 萬 | 0.50% | +13,783+61.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 36,242 | $3,859 萬 | 0.76% | +56+0.2% | 加碼 |
| Lyell Wealth Management, LP | 36,103 | $3,845 萬 | 2.36% | −891−2.4% | 減碼 |
| Mizuho Securities USA LLC | 36,059 | $3,840 萬 | 0.62% | +7,930+28.2% | 加碼 |
| Bokf, NA | 35,958 | $3,829 萬 | 0.53% | +7,195+25.0% | 加碼 |
| Pacer Advisors, Inc. | 35,646 | $3,796 萬 | 0.10% | +7,020+24.5% | 加碼 |
| Central Trust Co | 35,266 | $3,755 萬 | 0.68% | −343−1.0% | 減碼 |
| Allianz SE | 35,209 | $3,749 萬 | 0.40% | −1,584−4.3% | 減碼 |
| Capital Investment Advisors, LLC | 35,169 | $3,745 萬 | 0.49% | −463−1.3% | 減碼 |
| First National Trust Co | 35,011 | $3,728 萬 | 1.27% | −5,972−14.6% | 減碼 |
| EP Wealth Advisors, LLC | 34,715 | $3,697 萬 | 0.14% | +12,306+54.9% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 34,662 | $3,691 萬 | 1.95% | +815+2.4% | 加碼 |
| Lee Danner & Bass Inc | 33,931 | $3,613 萬 | 2.08% | −2,353−6.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 33,517 | $3,569 萬 | 0.83% | +1,427+4.4% | 加碼 |
| Equitable Holdings, Inc. | 33,278 | $3,544 萬 | 0.21% | −2,896−8.0% | 減碼 |
| Valeo Financial Advisors, LLC | 33,191 | $3,534 萬 | 0.75% | +11,087+50.2% | 加碼 |
| Meridian Wealth Management, LLC | 33,139 | $3,529 萬 | 1.09% | +363+1.1% | 加碼 |
| Soros Capital Management LLC | 32,800 | $3,493 萬 | 6.25% | +16,300+98.8% | 加碼 |
| Jamison Private Wealth Management, Inc. | 32,765 | $3,489 萬 | 3.62% | −209−0.6% | 減碼 |
| Quilter Plc | 32,701 | $3,482 萬 | 0.52% | −1,381−4.1% | 減碼 |
| Norinchukin Bank, The | 32,691 | $3,481 萬 | 0.34% | −3,901−10.7% | 減碼 |
| Park Avenue Securities LLC | 32,641 | $3,476 萬 | 0.22% | +2,517+8.4% | 加碼 |
| Pittenger & Anderson Inc | 32,619 | $3,474 萬 | 1.24% | −900−2.7% | 減碼 |
| SlateStone Wealth, LLC | 32,129 | $3,422 萬 | 2.62% | −2,178−6.3% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 32,000 | $3,408 萬 | 1.04% | +32,000 | 新進 |
| Jacobs & Co | 31,867 | $3,394 萬 | 2.91% | −2,109−6.2% | 減碼 |
| Eagle Global Advisors LLC | 31,587 | $3,364 萬 | 1.11% | −70.0% | 減碼 |
| Mission Wealth Management, LP | 31,425 | $3,346 萬 | 0.42% | +21,348+211.8% | 加碼 |
| Independent Advisor Alliance | 31,375 | $3,341 萬 | 0.78% | −755−2.3% | 減碼 |
| Cutler Investment Counsel LLC | 30,925 | $3,293 萬 | 3.10% | −6,898−18.2% | 減碼 |
| Freestone Capital Holdings, LLC | 30,915 | $3,292 萬 | 0.86% | +1,174+3.9% | 加碼 |
| Abn Amro Investment Solutions | 30,796 | $3,279 萬 | 0.28% | +4,881+18.8% | 加碼 |
| Horizon Investments, LLC | 30,577 | $3,250 萬 | 0.36% | +7,717+33.8% | 加碼 |
| Harvest Portfolios Group Inc. | 30,465 | $3,244 萬 | 0.46% | −10,436−25.5% | 減碼 |
| Atlantic Union Bankshares Corp | 30,372 | $3,234 萬 | 0.54% | +1,955+6.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 32,457 | $3,218 萬 | 0.05% | −552−1.7% | 減碼 |
| iA Global Asset Management Inc. | 30,128 | $3,208 萬 | 0.38% | −4,719−13.5% | 減碼 |
| Telemark Asset Management, LLC | 30,000 | $3,195 萬 | 2.31% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 29,686 | $3,161 萬 | 3.27% | −4,205−12.4% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 29,516 | $3,143 萬 | 2.57% | −618−2.1% | 減碼 |
| Illinois Municipal Retirement Fund | 29,437 | $3,135 萬 | 0.35% | +2,399+8.9% | 加碼 |
| Kentucky Retirement Systems | 29,232 | $3,113 萬 | 0.77% | −23,307−44.4% | 減碼 |
| LS Investment Advisors, LLC | 29,101 | $3,099 萬 | 4.20% | −748−2.5% | 減碼 |
| Wealth High Governance Asset Management Ltda. | 28,960 | $3,084 萬 | 3.28% | +28,960 | 新進 |
| Whittier Trust Co of Nevada Inc | 32,644 | $3,069 萬 | 0.57% | −832−2.5% | 減碼 |
| Dearborn Partners LLC | 28,618 | $3,048 萬 | 1.73% | −25−0.1% | 減碼 |
| Trexquant Investment LP | 28,498 | $3,035 萬 | 0.19% | +28,498 | 新進 |
| Vinva Investment Management Ltd | 29,344 | $3,032 萬 | 0.20% | +9,688+49.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 27,898 | $2,971 萬 | 0.39% | +1,129+4.2% | 加碼 |
| Drexel Morgan & Co. | 27,886 | $2,970 萬 | 4.13% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 27,639 | $2,943 萬 | 0.99% | +23,563+578.1% | 加碼 |
| Exchange Traded Concepts, LLC | 27,397 | $2,918 萬 | 0.14% | +1,997+7.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 27,092 | $2,885 萬 | 0.09% | −212−0.8% | 減碼 |
| Erste Asset Management GmbH | 27,844 | $2,878 萬 | 0.22% | −3,583−11.4% | 減碼 |
| BLB&B Advisors, LLC | 27,011 | $2,876 萬 | 1.05% | −362−1.3% | 減碼 |
| Kanawha Capital Management LLC | 26,940 | $2,869 萬 | 1.87% | −438−1.6% | 減碼 |
| Banque Cantonale Vaudoise | 26,812 | $2,855 萬 | 1.11% | −1,025−3.7% | 減碼 |
| American National Bank | 26,712 | $2,845 萬 | 2.43% | −477−1.8% | 減碼 |
| Voleon Capital Management LP | 26,520 | $2,824 萬 | 0.51% | +5,754+27.7% | 加碼 |
| Independent Wealth Network Inc. | 26,505 | $2,823 萬 | 7.18% | +387+1.5% | 加碼 |
| Bleakley Financial Group, LLC | 26,321 | $2,803 萬 | 0.36% | +1,904+7.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 26,284 | $2,799 萬 | 0.78% | +2,249+9.4% | 加碼 |
| MidFirst Bank | 26,232 | $2,793 萬 | 1.98% | +121+0.5% | 加碼 |
| Capitolis Liquid Global Markets LLC | 26,208 | $2,791 萬 | 0.12% | −72,400−73.4% | 減碼 |
| Miracle Mile Advisors, LLC | 26,010 | $2,770 萬 | 0.33% | +1,036+4.1% | 加碼 |
| Coldstream Capital Management Inc | 25,922 | $2,760 萬 | 0.35% | −1,600−5.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 25,613 | $2,727 萬 | 1.10% | +4,262+20.0% | 加碼 |
| Simmons Bank | 25,528 | $2,718 萬 | 1.55% | −737−2.8% | 減碼 |
| Insigneo Advisory Services, LLC | 25,517 | $2,717 萬 | 1.02% | +20,982+462.7% | 加碼 |
| Hartford Investment Management Co | 25,455 | $2,711 萬 | 0.77% | −1,054−4.0% | 減碼 |
| Shelton Capital Management | 25,395 | $2,704 萬 | 0.50% | −5,484−17.8% | 減碼 |
| Sigma Planning Corp | 25,189 | $2,682 萬 | 0.68% | +2,733+12.2% | 加碼 |
| Fred Alger Management, LLC | 25,156 | $2,679 萬 | 0.09% | −44,874−64.1% | 減碼 |
| Apollon Wealth Management, LLC | 25,125 | $2,676 萬 | 0.33% | +786+3.2% | 加碼 |
| Ameritas Advisory Services, LLC | 25,083 | $2,671 萬 | 0.54% | +12,085+93.0% | 加碼 |
| Farmers & Merchants Investments Inc | 25,053 | $2,668 萬 | 0.65% | −644−2.5% | 減碼 |
| Trifecta Capital Advisors, LLC | 25,019 | $2,664 萬 | 3.43% | −217−0.9% | 減碼 |
| Symmetry Investments LP | 24,866 | $2,648 萬 | 2.94% | +15,090+154.4% | 加碼 |
| Global Retirement Partners, LLC | 24,854 | $2,647 萬 | 0.40% | +24,854 | 新進 |
| Triglav Skladi, D.O.O. | 24,550 | $2,614 萬 | 1.38% | +5,300+27.5% | 加碼 |
| Maryland State Retirement & Pension System | 24,464 | $2,605 萬 | 0.45% | +1,233+5.3% | 加碼 |
| RSM US Wealth Management LLC | 24,406 | $2,599 萬 | 0.29% | +486+2.0% | 加碼 |
| Integris Wealth Management, LLC | 24,236 | $2,581 萬 | 5.21% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 24,049 | $2,561 萬 | 0.73% | +440+1.9% | 加碼 |
| DRH Investments, Inc. | 23,767 | $2,531 萬 | 20.03% | −6,532−21.6% | 減碼 |
| Kavar Capital Partners Group, LLC | 23,665 | $2,520 萬 | 3.11% | +1,014+4.5% | 加碼 |
| Ronald Blue Trust, Inc. | 23,555 | $2,508 萬 | 0.26% | −1,330−5.3% | 減碼 |