Caterpillar Inc.
AT ˙ WBAG ˙ US1491231015
€ 798,40 ↓ -5,80 (-0,72%)
2026-06-05
AKTIENPREIS
SecurityAT:CAT / Caterpillar Inc.
InstitutionRMR Wealth Builders
Latest Disclosed Ownership1,844 shares
Latest Disclosed Value $ 1,306,445
RMR Wealth Builders reports 0.27% decrease in ownership of CAT / Caterpillar Inc.

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 1,844 shares of Caterpillar Inc. (AT:CAT) valued at $1,100,868 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 1,849 shares of Caterpillar Inc.. This represents a change in shares of -0.27% during the quarter. The current value of the position is $1,472,250 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)
2026-04-22 2026-03-31 13F CATERPILLAR COM 149123101 1,844 -5 -0.27 1,306 23.32 0.1029
2026-01-29 2025-12-31 13F CATERPILLAR COM 149123101 1,849 476 34.67 1,059 61.68 0.0848
2025-11-05 2025-09-30 13F CATERPILLAR COM 149123101 1,373 81 6.27 655 30.74 0.0548
2025-07-08 2025-06-30 13F CATERPILLAR COM 149123101 1,292 -237 -15.50 502 -0.60 0.0456
2025-04-16 2025-03-31 13F CATERPILLAR COM 149123101 1,529 54 3.66 504 -5.62 0.0531
2025-01-14 2024-12-31 13F/A-1 CATERPILLAR COM 149123101 1,475 60 4.24 535 -3.44 0.0553
2025-01-10 2024-12-31 13F CATERPILLAR COM 149123101 1,475 60 535 0.0556
2024-10-21 2024-09-30 13F CATERPILLAR COM 149123101 1,415 -653 -31.58 553 -19.62 0.0586
2024-07-23 2024-06-30 13F CATERPILLAR COM 149123101 2,068 -284 -12.07 689 -20.09 0.0791
2024-04-15 2024-03-31 13F CATERPILLAR COM 149123101 2,352 22 0.94 862 24.96 0.1042
2024-02-06 2023-12-31 13F CATERPILLAR COM 149123101 2,330 -50 -2.10 689 6.16 0.0968
2023-10-23 2023-09-30 13F CATERPILLAR COM 149123101 2,380 11 0.46 650 11.51 0.1038
2023-07-21 2023-06-30 13F CATERPILLAR COM 149123101 2,369 -18 -0.75 583 6.59 0.0991
2023-04-11 2023-03-31 13F CATERPILLAR COM 149123101 2,387 198 9.05 546 4.20 0.1039
2023-02-15 2022-12-31 13F/A-1 CATERPILLAR COM 149123101 2,189 1 0.05 524 45.96 0.1189
2022-11-08 2022-09-30 13F CATERPILLAR COM 149123101 2,188 502 29.77 359 19.27 0.0878
2022-08-02 2022-06-30 13F CATERPILLAR COM 149123101 1,686 -95 -5.33 301 -24.18 0.0750
2022-05-13 2022-03-31 13F CATERPILLAR COM 149123101 1,781 369 26.13 397 35.96 0.0852
2022-02-02 2021-12-31 13F CATERPILLAR COM 149123101 1,412 -264 -15.75 292 -9.32 0.0839
2021-10-18 2021-09-30 13F CATERPILLAR COM 149123101 1,676 2 0.12 322 -11.54 0.0945
2021-08-16 2021-06-30 13F CATERPILLAR INC COM Common Stock 149123101 1,674 60 3.72 364 -2.67 0.1193
2021-05-13 2021-03-31 13F CATERPILLAR COM 149123101 1,614 265 19.64 374 52.03 0.0972
2021-02-26 2020-12-31 13F/A-1 CATERPILLAR COM 149123101 1,349 -156 -10.37 246 9.82 0.1208
2021-02-09 2020-12-31 13F CATERPILLAR COM 149123101 208 -1,297 246 134,663.9150
2020-11-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,505 1,156 331.23 224 409.09 0.0582
2020-08-19 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 349 -350 -50.07 44 -57.28 0.0392
2020-03-03 2019-12-31 13F CATERPILLAR INC COM USD1.00 COM 149123101 699 699 103 0.0992
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.