Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
782,20 € ↑40,40 (5,45%)
2026-06-02
AKTIENPREIS
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionAmundi
Latest Disclosed Ownership2,217,637 shares
Latest Disclosed Value $ 1,571,107,013
Amundi reports 29.37% increase in ownership of CAT1 / Caterpillar Inc.

On May 15, 2026 - Amundi filed a 13F-HR form disclosing ownership of 2,217,637 shares of Caterpillar Inc. (DE:CAT1) valued at $1,361,629,118 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,714,140 shares of Caterpillar Inc.. This represents a change in shares of 29.37% during the quarter. The current value of the position is $1,734,635,661 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 2,217,637 503,497 29.37 1,571,107 59.99 0.1802
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 1,714,140 -661,570 -27.85 981,979 -16.56 0.2668
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 2,375,710 464,036 24.27 1,176,870 54.51 0.3782
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 1,911,674 356,804 22.95 761,668 60.21 0.2629
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 1,554,870 -611,217 -28.22 475,417 -39.21 0.1731
2025-02-07 2024-12-31 13F CATERPILLAR COMMSTCK 149123101 2,166,087 318,891 17.26 782,109 9.13 0.2720
2024-11-13 2024-09-30 13F CATERPILLAR COM 149123101 1,847,196 -326,788 -15.03 716,650 -0.29 0.2641
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 2,173,984 -266,670 -10.93 718,751 -17.73 0.2755
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 2,440,654 -762,937 -23.82 873,667 -6.70 0.3755
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 3,203,591 328,117 11.41 936,407 21.53 0.4215
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 2,875,474 -124,682 -4.16 770,518 3.84 0.3787
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 3,000,156 -259,523 -7.96 742,016 6.59 0.3753
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 3,259,679 -511,285 -13.56 696,114 -26.37 0.3752
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 3,770,964 39,424 1.06 945,443 42.04 0.5186
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 3,731,540 601,458 19.22 665,600 25.13 0.3946
2022-09-02 2022-06-30 13F/A-1 CATERPILLAR COM 149123101 3,130,082 422,355 15.60 531,926 -9.01 0.4268
2022-08-15 2022-06-30 13F CATERPILLAR COM 149123101 3,130,082 422,355 531,926 0.0281
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 2,707,727 270,781 11.11 584,600 5.68 0.3957
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 2,436,946 256,959 11.79 553,187 32.19 0.3505
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 2,179,987 -407,051 -15.73 418,492 74,232.50 0.2932
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 2,587,038 2,587,038 563 0.3910
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.