Caterpillar Inc.
AT ˙ WBAG ˙ US1491231015
€ 798,40 ↓ -5,80 (-0,72%)
2026-06-05
AKTIENPREIS
SecurityAT:CAT / Caterpillar Inc.
InstitutionCypress Capital Group
Latest Disclosed Ownership4,225 shares
Latest Disclosed Value $ 2,993,244
Cypress Capital Group reports 0.73% decrease in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Cypress Capital Group filed a 13F-HR form disclosing ownership of 4,225 shares of Caterpillar Inc. (AT:CAT) valued at $2,522,325 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,256 shares of Caterpillar Inc.. This represents a change in shares of -0.73% during the quarter. The current value of the position is $3,373,240 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CATERPILLAR COM 149123101 4,225 -31 -0.73 2,993 22.76 0.2495
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 4,256 21 0.50 2,438 20.69 0.2732
2025-11-03 2025-09-30 13F CATERPILLAR COM 149123101 4,235 518 13.94 2,021 40.08 0.2416
2025-07-25 2025-06-30 13F CATERPILLAR COM 149123101 3,717 -25 -0.67 1,443 16.86 0.1796
2025-05-12 2025-03-31 13F CATERPILLAR COM 149123101 3,742 58 1.57 1,234 -7.63 0.1616
2025-02-06 2024-12-31 13F CATERPILLAR COM 149123101 3,684 -889 -19.44 1,336 -25.28 0.1639
2024-11-08 2024-09-30 13F CATERPILLAR COM 149123101 4,573 -58 -1.25 1,789 15.95 0.2010
2024-07-25 2024-06-30 13F CATERPILLAR COM 149123101 4,631 -115 -2.42 1,543 -11.33 0.1849
2024-05-08 2024-03-31 13F CATERPILLAR COM 149123101 4,746 -25 -0.52 1,739 23.33 0.2083
2024-01-24 2023-12-31 13F CATERPILLAR COM 149123101 4,771 -1,270 -21.02 1,411 -14.49 0.1835
2023-11-02 2023-09-30 13F CATERPILLAR COM 149123101 6,041 1,083 21.84 1,649 35.27 0.2382
2023-07-26 2023-06-30 13F CATERPILLAR COM 149123101 4,958 714 16.82 1,220 25.54 0.1764
2023-05-04 2023-03-31 13F CATERPILLAR COM 149123101 4,244 -50 -1.16 971 -5.54 0.1491
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 4,294 159 3.85 1,029 51.62 0.1552
2022-11-04 2022-09-30 13F CATERPILLAR COM 149123101 4,135 -285 -6.45 678 -14.18 0.1130
2022-07-26 2022-06-30 13F CATERPILLAR COM 149123101 4,420 166 3.90 790 -16.67 0.1203
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 4,254 7 0.16 948 7.97 0.1168
2022-02-15 2021-12-31 13F CATERPILLAR COM 149123101 4,247 -57 -1.32 878 6.30 0.1099
2021-10-12 2021-09-30 13F CATERPILLAR COMMON STOCK 149123101 4,304 29 0.68 826 -11.18 0.1123
2021-07-13 2021-06-30 13F CATERPILLAR COMMON STOCK 149123101 4,275 -1,040 -19.57 930 -24.51 0.1260
2021-04-14 2021-03-31 13F CATERPILLAR COMMON STOCK 149123101 5,315 -2,627 -33.08 1,232 -14.74 0.1748
2021-01-12 2020-12-31 13F CATERPILLAR COMMON STOCK 149123101 7,942 0 0.00 1,445 22.04 0.2176
2020-10-08 2020-09-30 13F CATERPILLAR COMMON STOCK 149123101 7,942 860 12.14 1,184 32.14 0.1972
2020-07-10 2020-06-30 13F CATERPILLAR COMMON STOCK 149123101 7,082 1,958 38.21 896 50.59 0.1642
2020-04-08 2020-03-31 13F CATERPILLAR COMMON STOCK 149123101 5,124 -269 -4.99 595 -25.25 0.1373
2020-01-10 2019-12-31 13F CATERPILLAR COMMON STOCK 149123101 5,393 -66 -1.21 796 15.36 0.1418
2019-10-10 2019-09-30 13F CATERPILLAR COMMON STOCK 149123101 5,459 15 0.28 690 -7.01 0.1329
2019-08-15 2019-06-30 13F CATERPILLAR COMMON STOCK 149123101 5,444 -55 -1.00 742 -0.40 0.1464
2019-05-14 2019-03-31 13F CATERPILLAR COMMON STOCK 149123101 5,499 -450 -7.56 745 -1.46 0.1525
2019-02-19 2018-12-31 13F CATERPILLAR COMMON STOCK 149123101 5,949 24 0.41 756 -16.37 0.1733
2018-11-15 2018-09-30 13F CATERPILLAR COMMON STOCK 149123101 5,925 -48 -0.80 904 11.47 0.1713
2018-08-15 2018-06-30 13F CATERPILLAR COMMON STOCK 149123101 5,973 -2,575 -30.12 811 -35.63 0.1674
2018-05-21 2018-03-31 13F CATERPILLAR COMMON STOCK 149123101 8,548 0 0.00 1,260 -6.46 0.2644
2018-02-14 2017-12-31 13F CATERPILLAR COMMON STOCK 149123101 8,548 -1,510 -15.01 1,347 7.42 0.2803
2017-11-16 2017-09-30 13F CATERPILLAR COMMON STOCK 149123101 10,058 650 6.91 1,254 24.04 0.2672
2017-08-15 2017-06-30 13F CATERPILLAR COMMON STOCK 149123101 9,408 6,300 202.70 1,011 249.83 0.2238
2017-05-15 2017-03-31 13F CATERPILLAR COMMON STOCK 149123101 3,108 25 0.81 289 1.05 0.0675
2017-02-15 2016-12-31 13F CATERPILLAR COMMON STOCK 149123101 3,083 481 18.49 286 23.81 0.0679
2016-11-14 2016-09-30 13F CATERPILLAR COMMON STOCK 149123101 2,602 -535 -17.05 231 -2.53 0.0551
2016-08-17 2016-06-30 13F CATERPILLAR COMMON STOCK 149123101 3,137 435 16.10 237 14.49 0.0555
2016-05-17 2016-03-31 13F CATERPILLAR COMMON STOCK 149123101 2,702 2,702 -13.87 207 -12.66 0.0507
2016-02-16 2015-12-31 13F CATERPILLAR COMMON STOCK 149123101 0 -4,462 -100.00 0 -100.00
2015-11-17 2015-09-30 13F CATERPILLAR COMMON STOCK 149123101 4,462 100 2.29 291 -21.35 0.0718
2015-08-18 2015-06-30 13F CATERPILLAR COMMON STOCK 149123101 4,362 -275 -5.93 370 -0.27 0.0852
2015-05-18 2015-03-31 13F CATERPILLAR COMMON STOCK 149123101 4,637 -73 -1.55 371 -13.92 0.0846
2015-02-19 2014-12-31 13F CATERPILLAR COMMON STOCK 149123101 4,710 -400 -7.83 431 -14.82 0.0999
2014-11-18 2014-09-30 13F CATERPILLAR COMMON STOCK 149123101 5,110 0 0.00 506 -8.83 0.1202
2014-08-18 2014-06-30 13F CATERPILLAR COMMON STOCK 149123101 5,110 -200 -3.77 555 5.11 0.1301
2014-05-19 2014-03-31 13F CATERPILLAR COMMON STOCK 149123101 5,310 0 0.00 528 9.54 0.1296
2014-02-18 2013-12-31 13F CATERPILLAR COMMON STOCK 149123101 5,310 0 0.00 482 9.05 0.1184
2013-11-06 2013-09-30 13F CATERPILLAR COMMON STOCK 149123101 5,310 -9,102 -63.16 442 -62.83 0.1092
2013-08-15 2013-06-30 13F CATERPILLAR COMMON STOCK 149123101 14,412 14,412 1,189 0.2485
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.