Caterpillar Inc.
CH ˙ SWX ˙ US1491231015
CHF 146.00 0,00 (0,00%)
2019-12-27
AKTIENPREIS
SecurityCH:CAT / Caterpillar Inc.
InstitutionMairs & Power Inc
Latest Disclosed Ownership18,450 shares
Latest Disclosed Value $ 13,071,087
Mairs & Power Inc reports 0.03% decrease in ownership of CAT / Caterpillar Inc.

On May 13, 2026 - Mairs & Power Inc filed a 13F-HR form disclosing ownership of 18,450 shares of Caterpillar Inc. (CH:CAT) valued at $13,071,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,455 shares of Caterpillar Inc.. This represents a change in shares of -0.03% during the quarter. The current value of the position is $2,693,700 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)
2026-05-13 2026-03-31 13F CATERPILLAR COM 149123101 18,450 -5 -0.03 13,071 23.64 0.1336
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 18,455 -255 -1.36 10,572 18.43 0.1018
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 18,710 -651 -3.36 8,927 18.77 0.0839
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 19,361 2,808 16.96 7,516 37.68 0.0742
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 16,553 -140 -0.84 5,459 -9.84 0.0568
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 16,693 115 0.69 6,056 -6.60 0.0586
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 16,578 -510 -2.98 6,484 13.90 0.0610
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 17,088 -347 -1.99 5,692 -10.90 0.0550
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 17,435 -145 -0.82 6,389 22.92 0.0619
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 17,580 0 0.00 5,198 8.29 0.0548
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 17,580 -75 -0.42 4,799 10.47 0.0563
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 17,655 -265 -1.48 4,344 5.95 0.0472
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 17,920 -35 -0.19 4,101 -4.67 0.0473
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 17,955 -140 -0.77 4,301 44.86 0.0518
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 18,095 10,800 148.05 2,969 127.68 0.0375
2022-08-15 2022-06-30 13F CATERPILLAR COM 149123101 7,295 -325 -4.27 1,304 -23.20 0.0156
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 7,620 300 4.10 1,698 12.23 0.0171
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 7,320 498 7.30 1,513 15.50 0.0140
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 6,822 -150 -2.15 1,310 -13.65 0.0131
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 6,972 -3,163 -31.21 1,517 -35.45 0.0150
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 10,135 2,946 40.98 2,350 79.53 0.0247
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 7,189 282 4.08 1,309 27.09 0.0145
2020-11-16 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 6,907 -468 -6.35 1,030 10.40 0.0129
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 7,375 0 0.00 933 9.00 0.0122
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 7,375 335 4.76 856 -17.69 0.0125
2020-02-14 2019-12-31 13F Caterpillar COM 149123101 7,040 0 0.00 1,040 16.99 0.0118
2019-11-14 2019-09-30 13F Caterpillar COM 149123101 7,040 0 0.00 889 -7.30 0.0107
2019-08-14 2019-06-30 13F Caterpillar COM 149123101 7,040 0 0.00 959 0.52 0.0115
2019-05-15 2019-03-31 13F Caterpillar COM 149123101 7,040 0 0.00 954 6.59 0.0116
2019-02-14 2018-12-31 13F Caterpillar COM 149123101 7,040 0 0.00 895 -16.67 0.0121
2018-11-14 2018-09-30 13F Caterpillar COM 149123101 7,040 -1,000 -12.44 1,074 -1.56 0.0125
2018-08-14 2018-06-30 13F Caterpillar COM 149123101 8,040 550 7.34 1,091 -1.18 0.0135
2018-05-15 2018-03-31 13F Caterpillar COM 149123101 7,490 128 1.74 1,104 -4.83 0.0136
2018-02-14 2017-12-31 13F Caterpillar COM 149123101 7,362 0 0.00 1,160 26.36 0.0134
2017-11-14 2017-09-30 13F Caterpillar COM 149123101 7,362 0 0.00 918 16.06 0.0110
2017-08-14 2017-06-30 13F Caterpillar COM 149123101 7,362 -400 -5.15 791 9.86 0.0096
2017-05-15 2017-03-31 13F Caterpillar COM 149123101 7,762 80 1.04 720 1.12 0.0088
2017-02-14 2016-12-31 13F Caterpillar COM 149123101 7,682 0 0.00 712 4.40 0.0091
2016-11-14 2016-09-30 13F Caterpillar COM 149123101 7,682 3,000 64.08 682 92.11 0.0090
2016-08-15 2016-06-30 13F Caterpillar COM 149123101 4,682 -50 -1.06 355 -1.93 0.0048
2016-05-16 2016-03-31 13F Caterpillar COM 149123101 4,732 -300 -5.96 362 5.85 0.0051
2016-02-16 2015-12-31 13F Caterpillar COM 149123101 5,032 -100 -1.95 342 2.09 0.0051
2015-11-16 2015-09-30 13F Caterpillar COM 149123101 5,132 1,020 24.81 335 -4.01 0.0052
2015-08-14 2015-06-30 13F Caterpillar COM 149123101 4,112 -226 -5.21 349 0.58 0.0049
2015-05-15 2015-03-31 13F Caterpillar COM 149123101 4,338 839 23.98 347 8.44 0.0048
2015-02-17 2014-12-31 13F Caterpillar COM 149123101 3,499 427 13.90 320 5.26 0.0044
2014-11-14 2014-09-30 13F Caterpillar COM 149123101 3,072 486 18.79 304 8.19 0.0044
2014-08-14 2014-06-30 13F Caterpillar COM 149123101 2,586 -134 -4.93 281 4.07 0.0040
2014-05-15 2014-03-31 13F Caterpillar COM 149123101 2,720 -66 -2.37 270 6.72 0.0040
2014-02-14 2013-12-31 13F Caterpillar COM 149123101 2,786 -1,400 -33.44 253 -27.51 0.0039
2013-11-14 2013-09-30 13F Caterpillar COM 149123101 4,186 -265 -5.95 349 -4.90 0.0060
2013-08-14 2013-06-30 13F Caterpillar COM 149123101 4,451 4,451 367 0.0070
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.