Caterpillar Inc.
CH ˙ SWX ˙ US1491231015
CHF 146.00 0,00 (0,00%)
2019-12-27
AKTIENPREIS
SecurityCH:CAT / Caterpillar Inc.
InstitutionIFG Advisory, LLC
Latest Disclosed Ownership472 shares
Latest Disclosed Value $ 334,393
IFG Advisory, LLC reports 89.08% decrease in ownership of CAT / Caterpillar Inc.

On May 12, 2026 - IFG Advisory, LLC filed a 13F-HR form disclosing ownership of 472 shares of Caterpillar Inc. (CH:CAT) valued at $334,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,323 shares of Caterpillar Inc.. This represents a change in shares of -89.08% during the quarter. The current value of the position is $68,912 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)
2026-05-12 2026-03-31 13F CATERPILLAR COM 149123101 472 -3,851 -89.08 334 -86.51 0.9586
2026-02-10 2025-12-31 13F CATERPILLAR COM 149123101 4,323 -1,154 -21.07 2,476 -5.24 0.1079
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 5,477 -93 -1.67 2,613 20.86 0.1188
2025-08-04 2025-06-30 13F CATERPILLAR COM 149123101 5,570 377 7.26 2,163 26.29 0.1085
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 5,193 -165 -3.08 1,713 -11.89 0.0949
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 5,358 5,358 1,944 0.1101
2024-10-30 2024-09-30 13F CATERPILLAR Common Stock 149123101 0 -2,938 -100.00 0 -100.00
2024-07-30 2024-06-30 13F CATERPILLAR Common Stock 149123101 2,938 2,938 979 0.0628
2024-05-06 2024-03-31 13F CATERPILLAR Common Stock 149123101 0 -2,551 -100.00 0 -100.00
2024-01-17 2023-12-31 13F CATERPILLAR Common Stock 149123101 2,551 71 2.86 754 11.37 0.0552
2023-11-13 2023-09-30 13F CATERPILLAR Common Stock 149123101 2,480 2,480 677 0.0570
2023-07-21 2023-06-30 13F CATERPILLAR Common Stock 149123101 0 -2,462 -100.00 0 -100.00
2023-04-26 2023-03-31 13F CATERPILLAR Common Stock 149123101 2,462 4 0.16 563 0.0527
2023-01-31 2022-12-31 13F CATERPILLAR Common Stock 149123101 2,458 -276 -10.10 1 -100.00 0.0586
2022-10-28 2022-09-30 13F CATERPILLAR Common Stock 149123101 2,734 92 3.48 448 -4.88 0.0407
2022-08-04 2022-06-30 13F CATERPILLAR Common Stock 149123101 2,642 125 4.97 471 -15.89 0.0500
2022-05-04 2022-03-31 13F CATERPILLAR Common Stock 149123101 2,517 376 17.56 560 26.70 0.0565
2022-02-14 2021-12-31 13F CATERPILLAR Common Stock 149123101 2,141 -896 -29.50 442 -24.19 0.0431
2021-10-12 2021-09-30 13F CATERPILLAR Common Stock 149123101 3,037 56 1.88 583 -10.03 0.0628
2021-07-21 2021-06-30 13F CATERPILLAR Common Stock 149123101 2,981 177 6.31 648 -0.31 0.0721
2021-04-19 2021-03-31 13F CATERPILLAR Common Stock 149123101 2,804 315 12.66 650 43.49 0.0810
2021-02-08 2020-12-31 13F CATERPILLAR Common Stock 149123101 2,489 31 1.26 453 23.77 0.0627
2020-11-02 2020-09-30 13F CATERPILLAR Common Stock 149123101 2,458 93 3.93 366 22.41 0.0593
2020-08-10 2020-06-30 13F CATERPILLAR Common Stock 149123101 2,365 -81 -3.31 299 5.65 0.0539
2020-05-11 2020-03-31 13F CATERPILLAR Common Stock 149123101 2,446 -186 -7.07 283 -27.06 0.0632
2020-02-07 2019-12-31 13F CATERPILLAR Common Stock 149123101 2,632 -1,473 -35.88 388 -25.10 0.0708
2019-11-06 2019-09-30 13F CATERPILLAR Common Stock 149123101 4,105 151 3.82 518 -3.72 0.1005
2019-08-06 2019-06-30 13F CATERPILLAR Common Stock 149123101 3,954 -359 -8.32 538 -7.88 0.0954
2019-05-08 2019-03-31 13F CATERPILLAR Common Stock 149123101 4,313 72 1.70 584 8.55 0.1117
2019-02-07 2018-12-31 13F CATERPILLAR Common Stock 149123101 4,241 -350 -7.62 538 -23.14 0.1268
2018-11-05 2018-09-30 13F CATERPILLAR Common Stock 149123101 4,591 310 7.24 700 20.69 0.1316
2018-08-02 2018-06-30 13F CATERPILLAR Common Stock 149123101 4,281 56 1.33 580 -6.75 0.1193
2018-04-26 2018-03-31 13F CATERPILLAR Common Stock 149123101 4,225 549 14.93 622 7.43 0.1383
2018-02-01 2017-12-31 13F/A-1 CATERPILLAR Common Stock 149123101 3,676 3,676 579 0.1304
2018-01-29 2017-12-31 13F CATERPILLAR Common Stock 149123101 30,885 623
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.