Caterpillar Inc.
CH ˙ SWX ˙ US1491231015
CHF 146.00 0,00 (0,00%)
2019-12-27
AKTIENPREIS
SecurityCH:CAT / Caterpillar Inc.
InstitutionFirst Manhattan Co
Latest Disclosed Ownership5,968 shares
Latest Disclosed Value $ 4,228,206
First Manhattan Co reports 30.16% increase in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 5,968 shares of Caterpillar Inc. (CH:CAT) valued at $4,228,206 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,585 shares of Caterpillar Inc.. This represents a change in shares of 30.16% during the quarter. The current value of the position is $871,328 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 5,968 1,383 30.16 4,228 61.01 0.0117
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 4,585 71 1.57 2,627 21.97 0.0069
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 4,514 3 0.07 2,154 22.96 0.0057
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 4,511 -178 -3.80 1,751 13.26 0.0049
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 4,689 361 8.34 1,546 -1.53 0.0045
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 4,328 164 3.94 1,570 -3.56 0.0046
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 4,164 5 0.12 1,629 17.55 0.0048
2024-08-15 2024-06-30 13F/A-1 CATERPILLAR COM 149123101 4,159 30 0.73 1,385 -9.12 0.0044
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 4,159 30 1,385 0.0044
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 4,129 108 2.69 1,524 27.32 0.0049
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 4,021 391 10.77 1,198 20.79 0.0042
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 3,630 2 0.06 991 11.10 0.0037
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 3,628 253 7.50 893 15.54 0.0033
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 3,375 -198 -5.54 773 -9.71 0.0030
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 3,573 54 1.53 856 48.18 0.0031
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 3,519 4 0.11 577 -8.12 0.0024
2022-08-15 2022-06-30 13F CATERPILLAR COM 149123101 3,515 3 0.09 628 -19.69 0.0025
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 3,512 -5 -0.14 782 7.57 0.0026
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 3,517 -522 -12.92 727 -6.19 0.0024
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 4,039 436 12.10 775 -1.15 0.0029
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 3,603 535 17.44 784 10.27 0.0029
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 3,068 -81 -2.57 711 24.08 0.0031
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 3,149 128 4.24 573 27.33 0.0027
2020-11-12 2020-09-30 13F CATERPILLAR COMMON 149123101 3,021 4 0.13 450 18.11 0.0023
2020-08-14 2020-06-30 13F CATERPILLAR COMMON 149123101 3,017 289 10.59 381 20.57 0.0022
2020-05-06 2020-03-31 13F CATERPILLAR COMMON 149123101 2,728 -996 -26.75 316 -42.55 0.0020
2020-02-13 2019-12-31 13F CATERPILLAR COMMON 149123101 3,724 -113 -2.95 550 13.64 0.0028
2019-11-13 2019-09-30 13F CATERPILLAR COMMON 149123101 3,837 -38 -0.98 484 -8.33 0.0027
2019-08-16 2019-06-30 13F CATERPILLAR COMMON 149123101 3,875 -38 -0.97 528 -0.38 0.0029
2019-04-12 2019-03-31 13F CATERPILLAR COMMON 149123101 3,913 -251 -6.03 530 0.19 0.0031
2019-01-30 2018-12-31 13F CATERPILLAR COMMON 149123101 4,164 -120 -2.80 529 -18.99 0.0033
2018-10-15 2018-09-30 13F CATERPILLAR COMMON 149123101 4,284 3 0.07 653 12.59 0.0035
2018-08-01 2018-06-30 13F CATERPILLAR COMMON 149123101 4,281 3 0.07 580 -7.94 0.0033
2018-04-20 2018-03-31 13F CATERPILLAR COMMON 149123101 4,278 2 0.05 630 -6.39 0.0036
2018-01-22 2017-12-31 13F CATERPILLAR COMMON 149123101 4,276 373 9.56 673 38.48 0.0037
2017-10-25 2017-09-30 13F CATERPILLAR COMMON 149123101 3,903 -1,706 -30.42 486 -19.27 0.0028
2017-08-10 2017-06-30 13F/A-2 CATERPILLAR COMMON 149123101 5,609 3 0.05 602 15.77 0.0035
2017-08-01 2017-06-30 13F/A-1 CATERPILLAR COMMON 149123101 5,609 0 602 0.0035
2017-07-28 2017-06-30 13F CATERPILLAR COMMON 149123101 5,609 3 602
2017-04-25 2017-03-31 13F/A-1 CATERPILLAR COMMON 149123101 5,606 -16 -0.28 520 -0.19 0.0031
2017-04-24 2017-03-31 13F CATERPILLAR COMMON 149123101 5,118 454
2017-01-25 2016-12-31 13F CATERPILLAR COMMON 149123101 5,622 504 9.85 521 14.76 0.0032
2016-10-20 2016-09-30 13F CATERPILLAR COMMON 149123101 5,118 2,005 64.41 454 92.37 0.0028
2016-07-14 2016-06-30 13F CATERPILLAR COMMON 149123101 3,113 5 0.16 236 -0.42 0.0014
2016-04-22 2016-03-31 13F CATERPILLAR COMMON 149123101 3,108 -795 -20.37 237 -10.57 0.0015
2016-01-20 2015-12-31 13F CATERPILLAR COMMON 149123101 3,903 305 8.48 265 12.77 0.0016
2015-10-26 2015-09-30 13F CATERPILLAR COMMON 149123101 3,598 5 0.14 235 -22.70 0.0015
2015-07-17 2015-06-30 13F CATERPILLAR COMMON 149123101 3,593 -789 -18.01 304 -13.14 0.0018
2015-04-30 2015-03-31 13F CATERPILLAR COMMON 149123101 4,382 -140 -3.10 350 -15.25 0.0020
2015-01-20 2014-12-31 13F CATERPILLAR COMMON 149123101 4,522 -180 -3.83 413 -11.18 0.0023
2014-10-23 2014-09-30 13F CATERPILLAR COMMON 149123101 4,702 -399 -7.82 465 -16.06 0.0027
2014-08-14 2014-06-30 13F/A-1 CATERPILLAR COMMON 149123101 5,101 -84 -1.62 554 7.57 0.0035
2014-05-16 2014-03-31 13F CATERPILLAR COMMON 149123101 5,185 -8,297 -61.54 515 -57.92 0.0034
2014-02-04 2013-12-31 13F CATERPILLAR COMMON 149123101 13,482 303 2.30 1,224 11.37 0.0081
2013-10-29 2013-09-30 13F CATERPILLAR COMMON 149123101 13,179 -947 -6.70 1,099 -6.23 0.0077
2013-08-13 2013-06-30 13F CATERPILLAR COMMON 149123101 14,126 14,126 1,172 0.0081
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.