Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
782,20 € ↑40,40 (5,45%)
2026-06-02
AKTIENPREIS
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionLinscomb & Williams, Inc.
Latest Disclosed Ownership2,627 shares
Latest Disclosed Value $ 1,861,446
Linscomb & Williams, Inc. reports 71.36% increase in ownership of CAT1 / Caterpillar Inc.

On May 11, 2026 - Linscomb & Williams, Inc. filed a 13F-HR form disclosing ownership of 2,627 shares of Caterpillar Inc. (DE:CAT1) valued at $1,612,978 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,533 shares of Caterpillar Inc.. This represents a change in shares of 71.36% during the quarter. The current value of the position is $2,054,839 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)
2026-05-11 2026-03-31 13F CATERPILLAR COM 149123101 2,627 1,094 71.36 1,861 111.96 0.0828
2026-02-10 2025-12-31 13F CATERPILLAR COM 149123101 1,533 -31 -1.98 878 17.69 0.0369
2025-11-05 2025-09-30 13F CATERPILLAR COM 149123101 1,564 12 0.77 746 23.92 0.0321
2025-08-04 2025-06-30 13F CATERPILLAR COM 149123101 1,552 38 2.51 603 20.64 0.0277
2025-05-12 2025-03-31 13F CATERPILLAR COM 149123101 1,514 -1,399 -48.03 499 -52.75 0.0249
2025-02-05 2024-12-31 13F CATERPILLAR COM 149123101 2,913 2,913 1,057 0.0526
2024-08-07 2024-06-30 13F CATERPILLAR COM 149123101 0 -556 -100.00 0 -100.00
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 556 556 204 0.0105
2024-02-06 2023-12-31 13F CATERPILLAR COM 149123101 0 -758 -100.00 0 -100.00
2023-10-10 2023-09-30 13F CATERPILLAR COM 149123101 758 758 207 0.0121
2022-08-12 2022-06-30 13F CATERPILLAR COM 149123101 0 -937 -100.00 0 -100.00
2022-05-17 2022-03-31 13F CATERPILLAR COM 149123101 937 -366 -28.09 208 -22.68 0.0099
2022-02-10 2021-12-31 13F CATERPILLAR COM 149123101 1,303 188 16.86 269 25.70 0.0128
2021-11-03 2021-09-30 13F CATERPILLAR COM 149123101 1,115 -439 -28.25 214 -36.69 0.0110
2021-08-10 2021-06-30 13F CATERPILLAR COM 149123101 1,554 -510 -24.71 338 -29.44 0.0173
2021-05-12 2021-03-31 13F CATERPILLAR COM 149123101 2,064 193 10.32 479 40.47 0.0260
2021-02-11 2020-12-31 13F CATERPILLAR COM 149123101 1,871 -95 -4.83 341 16.38 0.0204
2020-11-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,966 -276 -12.31 293 3.17 0.0202
2020-08-11 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 2,242 -6,063 -73.00 284 -70.54 0.0208
2020-05-11 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 8,305 -3,738 -31.04 964 -45.81 0.0852
2020-02-13 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 12,043 12,043 45.01 1,779 84.54 0.1161
2018-08-07 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -2,004 -100.00 0 -100.00
2018-05-04 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 2,004 2,004 295 0.0251
2015-11-09 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 0 0 0 0.0000
2015-02-04 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -5,030 -100.00 0 -100.00
2014-11-05 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 5,030 -53 -1.04 498 -9.78 0.0550
2014-08-05 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 5,083 -314 -5.82 552 2.99 0.0583
2014-05-09 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 5,397 1,752 48.07 536 61.93 0.0591
2014-02-05 2013-12-31 13F Caterpillar COM 149123101 3,645 -861 -19.11 331 -11.97 0.0406
2013-11-01 2013-09-30 13F Caterpillar COM 149123101 4,506 -324 -6.71 376 -5.53 0.0493
2013-08-01 2013-06-30 13F Caterpillar COM 149123101 4,830 4,830 398 0.0544
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.