Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
782,20 € ↑40,40 (5,45%)
2026-06-02
AKTIENPREIS
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionMcIlrath & Eck, LLC
Latest Disclosed Ownership427 shares
Latest Disclosed Value $ 302,380
McIlrath & Eck, LLC ownership in CAT1 / Caterpillar Inc.

On May 19, 2026 - McIlrath & Eck, LLC filed a 13F-HR form disclosing ownership of 427 shares of Caterpillar Inc. (DE:CAT1) valued at $262,178 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 427 shares of Caterpillar Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $333,999 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)
2026-05-19 2026-03-31 13F CATERPILLAR INC COM COMMON STOCK 149123101 427 0 0.00 302 23.77 0.0224
2026-02-03 2025-12-31 13F CATERPILLAR COM 149123101 427 0 0.00 245 20.20 0.0227
2025-10-22 2025-09-30 13F CATERPILLAR OM 149123101 427 -371 -46.49 204 -34.30 0.0210
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 798 148 22.77 310 44.39 0.0353
2025-05-16 2025-03-31 13F CATERPILLAR COM 149123101 650 -312 -32.43 215 -38.68 0.0263
2025-02-18 2024-12-31 13F CATERPILLAR COM 149123101 962 30 3.22 349 -4.12 0.0445
2024-11-19 2024-09-30 13F CATERPILLAR COM 149123101 932 4 0.43 365 17.80 0.0470
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 928 51 5.82 309 -3.74 0.0459
2024-05-10 2024-03-31 13F CATERPILLAR COM 149123101 877 88 11.15 321 37.77 0.0509
2024-02-06 2023-12-31 13F CATERPILLAR COM 149123101 789 33 4.37 233 13.11 0.0410
2023-11-16 2023-09-30 13F CATERPILLAR COM 149123101 756 17 2.30 206 13.81 0.0415
2023-08-07 2023-06-30 13F CATERPILLAR COM 149123101 739 51 7.41 182 15.29 0.0381
2023-05-09 2023-03-31 13F CATERPILLAR COM 149123101 688 37 5.68 157 1.29 0.0368
2023-02-15 2022-12-31 13F CATERPILLAR COM 149123101 651 0 0.00 156 44.86 0.0402
2022-10-18 2022-09-30 13F CATERPILLAR COM 149123101 651 0 0.00 107 -7.76 0.0294
2022-07-29 2022-06-30 13F CATERPILLAR COM 149123101 651 290 80.33 116 45.00 0.0360
2022-05-11 2022-03-31 13F CATERPILLAR COM 149123101 361 75 26.22 80 35.59 0.0231
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 286 0 0.00 59 7.27 0.0160
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 286 -4 -1.38 55 -12.70 0.0164
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 290 -324 -52.77 63 -55.63 0.0191
2021-05-12 2021-03-31 13F CATERPILLAR COM 149123101 614 -250 -28.94 142 -9.55 0.0495
2021-02-05 2020-12-31 13F CATERPILLAR COM 149123101 864 311 56.24 157 91.46 0.0581
2020-11-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 553 -99 -15.18 82 -1.20 0.0351
2020-08-04 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 652 179 37.84 83 50.91 0.0385
2020-05-14 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 473 11 2.38 55 -19.12 0.0306
2020-02-11 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 462 0 0.00 68 17.24 0.0326
2019-11-05 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 462 -223 -32.55 58 -37.63 0.0306
2019-08-08 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 685 0 0.00 93 0.00 0.0516
2019-05-07 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 685 22 3.32 93 10.71 0.0516
2019-05-07 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 663 -117 -15.00 84 -29.41 0.0538
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 780 273 53.85 119 72.46 0.0685
2018-08-06 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 507 0 0.00 69 -8.00 0.0419
2018-05-21 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 507 -164 -24.44 75 -29.25 0.0439
2018-03-16 2017-12-31 13F CATERPILLAR INC COM Common 149123101 671 671 106 0.0621
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.