Caterpillar Inc.
AT ˙ WBAG ˙ US1491231015
€ 798,40 ↓ -5,80 (-0,72%)
2026-06-05
AKTIENPREIS
SecurityAT:CAT / Caterpillar Inc.
InstitutionSOL Capital Management CO
Latest Disclosed Ownership809 shares
Latest Disclosed Value $ 253,994
SOL Capital Management CO reports 81.79% decrease in ownership of CAT / Caterpillar Inc.

On April 24, 2026 - SOL Capital Management CO filed a 13F-HR form disclosing ownership of 809 shares of Caterpillar Inc. (AT:CAT) valued at $482,973 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,443 shares of Caterpillar Inc.. This represents a change in shares of -81.79% during the quarter. The current value of the position is $645,906 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)
2026-04-24 2026-03-31 13F CATERPILLAR COM 149123101 809 -3,634 -81.79 254 12,550.00 0.1233
2026-01-30 2025-12-31 13F Caterpillar COM 149123101 4,443 -5 -0.11 3 0.00 0.2286
2025-10-29 2025-09-30 13F Caterpillar COM 149123101 4,448 -41 -0.91 2 100.00 0.1902
2025-07-22 2025-06-30 13F Caterpillar COM 149123101 4,489 2 0.04 2 0.00 0.1689
2025-04-23 2025-03-31 13F Caterpillar COM 149123101 4,487 -20 -0.44 1 0.00 0.1631
2025-01-23 2024-12-31 13F Caterpillar COM 149123101 4,507 -510 -10.17 2 0.00 0.1820
2024-10-22 2024-09-30 13F Caterpillar COM 149123101 5,017 0 0.00 2 0.00 0.2179
2024-07-23 2024-06-30 13F Caterpillar COM 149123101 5,017 -135 -2.62 2 0.00 0.2005
2024-04-24 2024-03-31 13F Caterpillar COM 149123101 5,152 -30 -0.58 2 0.00 0.2374
2024-01-25 2023-12-31 13F Caterpillar COM 149123101 5,182 5 0.10 2 0.00 0.2080
2023-10-19 2023-09-30 13F Caterpillar COM 149123101 5,177 0 0.00 1 0.00 0.2189
2023-07-26 2023-06-30 13F Caterpillar COM 149123101 5,177 0 0.00 1 -99.92 0.1930
2023-04-19 2023-03-31 13F Caterpillar COM 149123101 5,177 -110 -2.08 1,185 -6.48 0.1941
2023-01-24 2022-12-31 13F Caterpillar COM 149123101 5,287 0 0.00 1,267 46.02 0.2241
2022-10-12 2022-09-30 13F Caterpillar COM 149123101 5,287 0 0.00 867 -8.25 0.1803
2022-07-21 2022-06-30 13F Caterpillar COM 149123101 5,287 -6 -0.11 945 -19.85 0.1914
2022-04-18 2022-03-31 13F Caterpillar COM 149123101 5,293 -200 -3.64 1,179 3.79 0.2130
2022-01-19 2021-12-31 13F Caterpillar COM 149123101 5,493 -1 -0.02 1,136 7.68 0.2054
2021-10-26 2021-09-30 13F Caterpillar COM 149123101 5,494 -150 -2.66 1,055 -14.09 0.2099
2021-07-20 2021-06-30 13F Caterpillar COM 149123101 5,644 -315 -5.29 1,228 -11.14 0.2431
2021-04-22 2021-03-31 13F Caterpillar COM 149123101 5,959 -153 -2.50 1,382 24.17 0.2917
2021-01-22 2020-12-31 13F Caterpillar COM 149123101 6,112 -159 -2.54 1,113 19.04 0.2593
2020-10-23 2020-09-30 13F Caterpillar COM 149123101 6,271 0 0.00 935 17.91 0.2572
2020-07-31 2020-06-30 13F Caterpillar COM 149123101 6,271 -200 -3.09 793 5.59 0.2245
2020-04-22 2020-03-31 13F Caterpillar COM 149123101 6,471 75 1.17 751 -20.53 0.2484
2020-01-27 2019-12-31 13F Caterpillar COM 149123101 6,396 -67 -1.04 945 15.81 0.2384
2019-10-21 2019-09-30 13F Caterpillar COM 149123101 6,463 50 0.78 816 -6.64 0.2228
2019-07-17 2019-06-30 13F Caterpillar COM 149123101 6,413 450 7.55 874 8.17 0.2375
2019-04-30 2019-03-31 13F Caterpillar COM 149123101 5,963 150 2.58 808 9.34 0.2249
2019-01-25 2018-12-31 13F Caterpillar COM 149123101 5,813 425 7.89 739 -10.10 0.2363
2018-10-29 2018-09-30 13F Caterpillar COM 149123101 5,388 50 0.94 822 13.54 0.2219
2018-07-11 2018-06-30 13F Caterpillar COM 149123101 5,338 -2 -0.04 724 -8.01 0.2064
2018-04-24 2018-03-31 13F Caterpillar COM 149123101 5,340 -13 -0.24 787 -6.75 0.2260
2018-01-31 2017-12-31 13F Caterpillar COM 149123101 5,353 -1,087 -16.88 844 5.11 0.2411
2017-10-27 2017-09-30 13F Caterpillar COM 149123101 6,440 -245 -3.66 803 11.84 0.2265
2017-07-21 2017-06-30 13F Caterpillar COM 149123101 6,685 -450 -6.31 718 8.46 0.1974
2017-04-11 2017-03-31 13F Caterpillar COM 149123101 7,135 0 0.00 662 0.00 0.1879
2017-01-30 2016-12-31 13F Caterpillar COM 149123101 7,135 -260 -3.52 662 0.91 0.1990
2016-11-01 2016-09-30 13F Caterpillar COM 149123101 7,395 0 0.00 656 16.93 0.2196
2016-07-28 2016-06-30 13F Caterpillar COM 149123101 7,395 100 1.37 561 0.54 0.1868
2016-05-02 2016-03-31 13F Caterpillar COM 149123101 7,295 300 4.29 558 17.47 0.1893
2016-02-01 2015-12-31 13F Caterpillar COM 149123101 6,995 600 9.38 475 13.64 0.1685
2015-11-04 2015-09-30 13F Caterpillar COM 149123101 6,395 0 0.00 418 -22.88 0.1613
2015-07-30 2015-06-30 13F Caterpillar COM 149123101 6,395 0 0.00 542 5.86 0.1981
2015-05-01 2015-03-31 13F Caterpillar COM 149123101 6,395 6,395 0.00 512 -5.54 0.1882
2015-01-29 2014-12-31 13F Caterpillar COM 149123101 0 -6,295 -100.00 0 -100.00
2014-10-30 2014-09-30 13F Caterpillar COM 149123101 6,295 -350 -5.27 623 -13.71 0.2582
2014-08-01 2014-06-30 13F Caterpillar COM 149123101 6,645 0 0.00 722 9.39 0.2886
2014-04-25 2014-03-31 13F Caterpillar COM 149123101 6,645 0 0.00 660 9.45 0.2578
2014-02-04 2013-12-31 13F Caterpillar COM 149123101 6,645 300 4.73 603 13.99 0.2313
2013-10-10 2013-09-30 13F Caterpillar COM 149123101 6,345 -1,050 -14.20 529 -13.28 0.2192
2013-08-08 2013-06-30 13F Caterpillar COM 149123101 7,395 7,395 610 0.2481
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.