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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 10,346 | $1,102 萬 | 0.01% | −3,345−24.4% | 減碼 |
| Terry L. Blaker | 10,324 | $1,099 萬 | 0.39% | +305+3.0% | 加碼 |
| Smith, Moore & Co. | 10,324 | $1,099 萬 | 0.71% | −287−2.7% | 減碼 |
| Lifeworks Advisors, LLC | 10,297 | $1,097 萬 | 1.15% | +794+8.4% | 加碼 |
| Cyndeo Wealth Partners, LLC | 10,286 | $1,095 萬 | 0.52% | −254−2.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 10,281 | $1,095 萬 | 2.95% | −24−0.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 10,211 | $1,087 萬 | 0.10% | +2,481+32.1% | 加碼 |
| Trajan Wealth LLC | 10,201 | $1,086 萬 | 0.41% | −6,985−40.6% | 減碼 |
| Occidental Asset Management, LLC | 10,195 | $1,086 萬 | 1.08% | +105+1.0% | 加碼 |
| Providence Wealth Advisors, LLC | 11,040 | $1,082 萬 | 6.38% | −150−1.3% | 減碼 |
| Oddo BHF Asset Management SAS | 10,142 | $1,080 萬 | 0.50% | +831+8.9% | 加碼 |
| BCJ Capital Management, LLC | 10,127 | $1,078 萬 | 0.54% | +6,730+198.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 10,122 | $1,078 萬 | 0.47% | −120−1.2% | 減碼 |
| NorthRock Partners, LLC | 10,121 | $1,078 萬 | 0.16% | +35+0.3% | 加碼 |
| Securian Asset Management, Inc | 12,239 | $1,077 萬 | 0.39% | −384−3.0% | 減碼 |
| Ramirez Asset Management, Inc. | 10,110 | $1,077 萬 | 1.12% | 00.0% | 不變 |
| Argyle Capital Management Inc. | 10,082 | $1,074 萬 | 3.09% | −277−2.7% | 減碼 |
| Jones Kertz & Associates, Inc. | 10,073 | $1,073 萬 | 4.95% | −1,227−10.9% | 減碼 |
| Whalerock Point Partners, LLC | 10,057 | $1,071 萬 | 1.82% | −115−1.1% | 減碼 |
| Focus Financial Network, Inc. | 10,043 | $1,070 萬 | 0.33% | +160+1.6% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 10,027 | $1,068 萬 | 0.55% | +414+4.3% | 加碼 |
| Stokes Capital Advisors, LLC | 10,019 | $1,067 萬 | 2.28% | −1,259−11.2% | 減碼 |
| ABN AMRO Bank N.V. | 10,130 | $1,067 萬 | 0.14% | +2,834+38.8% | 加碼 |
| Naviter Wealth, LLC | 10,011 | $1,066 萬 | 0.97% | +2,303+29.9% | 加碼 |
| Asset Management Group, Inc. | 10,005 | $1,065 萬 | 1.56% | −796−7.4% | 減碼 |
| Advisors Preferred, LLC | 11,056 | $1,065 萬 | 1.65% | +311+2.9% | 加碼 |
| Chicago Capital, LLC | 10,003 | $1,065 萬 | 0.26% | +2,110+26.7% | 加碼 |
| DKRT Investments Corp. | 10,000 | $1,065 萬 | 2.60% | −5,000−33.3% | 減碼 |
| HWG Holdings LP | 9,989 | $1,064 萬 | 2.41% | +5,946+147.1% | 加碼 |
| TritonPoint Partners, LLC | 9,969 | $1,062 萬 | 0.88% | +9,091+1,035.4% | 加碼 |
| Ibex Wealth Advisors | 9,965 | $1,061 萬 | 0.83% | +48+0.5% | 加碼 |
| Hudson Capital Management LLC | 9,942 | $1,059 萬 | 2.56% | −752−7.0% | 減碼 |
| RFG Advisory, LLC | 9,930 | $1,057 萬 | 0.17% | +414+4.4% | 加碼 |
| Wellington Shields & Co., LLC | 9,907 | $1,055 萬 | 2.36% | +424+4.5% | 加碼 |
| Fox Hill Wealth Management | 9,832 | $1,047 萬 | 4.20% | +4,701+91.6% | 加碼 |
| Finer Wealth Management, Inc. | 9,816 | $1,045 萬 | 4.67% | −143−1.4% | 減碼 |
| Mystic Asset Management, Inc. | 9,809 | $1,045 萬 | 2.23% | −139−1.4% | 減碼 |
| River Wealth Advisors LLC | 9,782 | $1,042 萬 | 1.09% | +288+3.0% | 加碼 |
| Mattern Wealth Management LLC | 9,771 | $1,040 萬 | 1.71% | +30.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 9,769 | $1,040 萬 | 0.50% | +18+0.2% | 加碼 |
| LMG Wealth Partners, LLC | 9,767 | $1,040 萬 | 1.66% | +104+1.1% | 加碼 |
| Tritonpoint Wealth, LLC | 9,764 | $1,040 萬 | 1.02% | −189−1.9% | 減碼 |
| Rockline Wealth Management, LLC | 9,752 | $1,039 萬 | 1.99% | +473+5.1% | 加碼 |
| Nilsine Partners, LLC | 9,750 | $1,038 萬 | 0.72% | +77+0.8% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 9,741 | $1,037 萬 | 0.64% | −141−1.4% | 減碼 |
| SevenBridge Financial Group, LLC | 12,290 | $1,035 萬 | 1.52% | −106−0.9% | 減碼 |
| MONECO Advisors, LLC | 9,710 | $1,034 萬 | 0.63% | +3,418+54.3% | 加碼 |
| Lockheed Martin Investment Management Co | 9,700 | $1,033 萬 | 0.41% | +9,700 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 9,691 | $1,032 萬 | 0.05% | +486+5.3% | 加碼 |
| Jericho Financial, LLP | 9,649 | $1,028 萬 | 5.32% | +96+1.0% | 加碼 |
| IFG Advisory, LLC | 9,630 | $1,025 萬 | 0.36% | +9,158+1,940.3% | 加碼 |
| RMB Capital Management, LLC | 9,620 | $1,024 萬 | 0.16% | +115+1.2% | 加碼 |
| J. Safra Sarasin Holding AG | 12,181 | $1,024 萬 | 0.15% | +1,140+10.3% | 加碼 |
| Walleye Trading LLC | 9,613 | $1,024 萬 | 0.14% | +6,667+226.3% | 加碼 |
| Capital Investment Counsel, Inc | 9,610 | $1,023 萬 | 1.10% | −1,260−11.6% | 減碼 |
| Twin Capital Management Inc | 9,594 | $1,022 萬 | 1.11% | +126+1.3% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 9,542 | $1,016 萬 | 2.46% | −145−1.5% | 減碼 |
| Liontrust Investment Partners LLP | 9,540 | $1,016 萬 | 0.15% | −15,788−62.3% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 9,538 | $1,016 萬 | 3.03% | +9,538 | 新進 |
| Nikko Asset Management Americas, Inc. | 9,516 | $1,013 萬 | 0.13% | −900−8.6% | 減碼 |
| Choate Investment Advisors | 9,496 | $1,011 萬 | 0.18% | +50+0.5% | 加碼 |
| MWA Asset Management | 9,493 | $1,011 萬 | 4.57% | −844−8.2% | 減碼 |
| Gluskin Sheff & Assoc Inc | 9,475 | $1,009 萬 | 1.55% | 00.0% | 不變 |
| CPA Asset Management LLC | 9,466 | $1,008 萬 | 2.90% | −778−7.6% | 減碼 |
| Ballentine Partners, LLC | 9,435 | $1,005 萬 | 0.12% | +173+1.9% | 加碼 |
| Confluence Wealth Services, Inc. | 9,423 | $1,003 萬 | 0.29% | +2,531+36.7% | 加碼 |
| Concord Wealth Partners | 9,417 | $1,003 萬 | 1.15% | −347−3.6% | 減碼 |
| Soltis Investment Advisors LLC | 9,392 | $1,000 萬 | 0.58% | +285+3.1% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 9,387 | $999.5 萬 | 3.39% | −158−1.7% | 減碼 |
| Cornerstone Wealth Management, LLC | 9,379 | $998.8 萬 | 0.43% | −89−0.9% | 減碼 |
| Marvin & Palmer Associates Inc | 9,362 | $997.0 萬 | 6.27% | +4,092+77.6% | 加碼 |
| Coastline Trust Co | 9,355 | $996.2 萬 | 0.88% | +418+4.7% | 加碼 |
| GTS Securities LLC | 9,307 | $991.1 萬 | 0.21% | +5,634+153.4% | 加碼 |
| Forty-three Eighteen Advisors, LLC | 9,275 | $987.7 萬 | 6.65% | +20.0% | 加碼 |
| MV Capital Management, Inc. | 9,218 | $981.6 萬 | 0.87% | −539−5.5% | 減碼 |
| Slow Capital, Inc. | 9,205 | $980.3 萬 | 1.14% | −1,442−13.5% | 減碼 |
| Daymark Wealth Partners, LLC | 9,190 | $978.6 萬 | 0.24% | +160+1.8% | 加碼 |
| SNS Financial Group, LLC | 9,186 | $978.2 萬 | 0.19% | +5,218+131.5% | 加碼 |
| Schnieders Capital Management, LLC. | 9,177 | $977.3 萬 | 1.28% | −73−0.8% | 減碼 |
| RB Capital Management, LLC | 9,149 | $974.3 萬 | 1.91% | −212−2.3% | 減碼 |
| Heartland Bank & Trust Co | 9,085 | $967.5 萬 | 2.00% | −167−1.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 9,072 | $966.0 萬 | 0.10% | +319+3.6% | 加碼 |
| Financial & Tax Architects, LLC | 9,062 | $965.0 萬 | 2.03% | −1,750−16.2% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 9,012 | $959.6 萬 | 0.81% | +40.0% | 加碼 |
| Man Group plc | 9,005 | $958.9 萬 | 0.02% | −8,725−49.2% | 減碼 |
| RH Tailwind Management, LLC | 9,000 | $958.4 萬 | 4.47% | −4,000−30.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 8,962 | $954.4 萬 | 0.21% | +5,283+143.6% | 加碼 |
| Iowa State Bank | 8,957 | $953.8 萬 | 1.59% | +72+0.8% | 加碼 |
| Wedmont Private Capital | 10,012 | $953.6 萬 | 0.26% | +1,500+17.6% | 加碼 |
| Naples Global Advisors, LLC | 8,941 | $952.1 萬 | 0.59% | −235−2.6% | 減碼 |
| AlTi Global, Inc. | 8,939 | $952.0 萬 | 0.20% | +147+1.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 8,915 | $949.4 萬 | 0.16% | +40.0% | 加碼 |
| Mitchell Capital Management Co | 8,864 | $943.9 萬 | 1.44% | −286−3.1% | 減碼 |
| Baader Bank INC | 8,859 | $943.4 萬 | 0.77% | −2,866−24.4% | 減碼 |
| GAM Holding AG | 8,858 | $943.3 萬 | 0.72% | −470−5.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,841 | $941.5 萬 | 0.65% | −16−0.2% | 減碼 |
| Delta Capital Management LLC | 8,840 | $941.4 萬 | 4.34% | −10−0.1% | 減碼 |
| Bank of Hawaii | 8,795 | $936.6 萬 | 0.46% | −647−6.9% | 減碼 |
| Churchill Financial Advisors, LLC | 8,768 | $933.7 萬 | 1.80% | 00.0% | 不變 |
| Studio Investment Management LLC | 8,767 | $933.6 萬 | 1.58% | −1,057−10.8% | 減碼 |