Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
782,20 € ↑40,40 (5,45%)
2026-06-02
AKTIENPREIS
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership517,958 shares
Latest Disclosed Value $ 366,952,524
Prudential Financial Inc reports 0.52% decrease in ownership of CAT1 / Caterpillar Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 517,958 shares of Caterpillar Inc. (DE:CAT1) valued at $318,026,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 520,658 shares of Caterpillar Inc.. This represents a change in shares of -0.52% during the quarter. The current value of the position is $405,146,748 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 517,958 -2,700 -0.52 366,953 23.03 0.2540
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 520,658 220,736 73.60 298,269 108.42 0.3602
2025-11-13 2025-09-30 13F CATERPILLAR COM 149123101 299,922 7,886 2.70 143,108 26.23 0.1701
2025-08-12 2025-06-30 13F CATERPILLAR COM 149123101 292,036 17,471 6.36 113,371 25.20 0.1465
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 274,565 -26,758 -8.88 90,552 -17.16 0.1290
2025-02-11 2024-12-31 13F CATERPILLAR COM 149123101 301,323 -40,616 -11.88 109,308 -18.27 0.1498
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 341,939 -38,462 -10.11 133,739 5.55 0.1884
2024-08-13 2024-06-30 13F CATERPILLAR COM 149123101 380,401 7,392 1.98 126,712 -7.29 0.1902
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 373,009 -35,527 -8.70 136,682 17.16 0.1924
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 408,536 -349,481 -46.10 116,659 -43.63 0.1762
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 758,017 101,145 15.40 206,939 28.04 0.3247
2023-08-11 2023-06-30 13F CATERPILLAR COM 149123101 656,872 -182,853 -21.78 161,623 1.26 0.2354
2023-05-12 2023-03-31 13F CATERPILLAR COM 149123101 839,725 35,591 4.43 159,611 -17.15 0.2499
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 804,134 126,022 18.58 192,638 71.76 0.3246
2022-11-04 2022-09-30 13F CATERPILLAR COM 149123101 678,112 -129,369 -16.02 112,157 -23.83 0.1901
2022-08-15 2022-06-30 13F CATERPILLAR COM 149123101 807,481 20,951 2.66 147,243 -15.98 0.2336
2022-05-13 2022-03-31 13F CATERPILLAR COM 149123101 786,530 -7,931 -1.00 175,254 7.93 0.2329
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 794,461 201,279 33.93 162,383 38.70 0.2018
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 593,182 114,841 24.01 117,072 12.46 0.1634
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 478,341 -27,128 -5.37 104,101 -11.18 0.1432
2021-05-12 2021-03-31 13F CATERPILLAR COM 149123101 505,469 79,503 18.66 117,203 51.16 0.1756
2021-08-16 2020-12-31 13F/A-1 CATERPILLAR COM 0182 149123101 425,966 424,296 25,406.95 77,535 31,038.55 0.1303
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 425,966 424,296 77,534 0.1303
2021-08-05 2020-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 1,670 80 5.03 249 23.88 0.0360
2020-11-16 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 443,591 442,001 66,162 0.1248
2021-08-05 2020-06-30 13F/A-1 CATERPILLAR INC DEL COM 0126 149123101 1,590 915 135.56 201 157.69 0.0372
2020-08-12 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 476,846 476,171 60,321 0.1162
2021-08-05 2020-03-31 13F/A-1 CATERPILLAR INC DEL COM 0116 149123101 675 294 77.17 78 39.29 0.0203
2020-05-12 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 570,856 570,475 66,243 0.1467
2021-08-05 2019-12-31 13F/A-1 CATERPILLAR INC DEL COM 0147 149123101 381 211 124.12 56 166.67 0.0146
2020-02-11 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 529,876 529,706 78,252 0.1159
2021-08-05 2019-09-30 13F/A-1 CATERPILLAR INC DEL COM 0126 149123101 170 -1,134 -86.96 21 -88.20 0.0069
2019-11-13 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 526,557 525,253 66,509 0.1055
2021-08-05 2019-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 1,304 164 14.39 178 15.58 0.0618
2019-08-08 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 529,833 528,693 72,211 0.1125
2021-08-05 2019-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 1,140 424 59.22 154 69.23 0.0654
2019-05-15 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 837,934 837,218 113,532 0.1891
2021-08-05 2018-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 716 431 151.23 91 111.63 0.0737
2019-02-07 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 1,838,888 -109,796 233,667 0.4104
2021-09-01 2018-09-30 13F/A-1 CATERPILLAR INC DEL COM 0152 149123101 285 265 1,325.00 43 1,333.33 0.0691
2018-11-07 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 1,948,684 1,948,664 297,155 0.4377
2021-09-01 2018-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 20 9 81.82 3 50.00 0.0108
2018-08-13 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 2,051,124 2,051,113 278,276 0.4159
2021-09-01 2018-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 11 -997,425 -100.00 2 -100.00 0.0261
2018-05-04 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 1,990,874 -60,250 293,415 0.4470
2018-02-13 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 997,436 18,720 1.91 157,176 28.77 0.2141
2017-11-02 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 978,716 138,343 16.46 122,055 35.16 0.2018
2017-08-07 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 840,373 7,130 0.86 90,306 16.84 0.1343
2017-05-10 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 833,243 8,010 0.97 77,291 0.99 0.1205
2017-02-07 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 825,233 -13,800 -1.64 76,532 2.75 0.1231
2016-11-04 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 839,033 -57,917 -6.46 74,481 9.53 0.1230
2016-08-09 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 896,950 -181,830 -16.86 67,998 -17.65 0.1144
2016-05-09 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 1,078,780 45,480 4.40 82,570 17.58 0.1477
2016-02-12 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 1,033,300 -19,060 -1.81 70,223 2.09 0.1271
2015-11-10 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 1,052,360 -168,600 -13.81 68,783 -33.58 0.1357
2015-08-06 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 1,220,960 141,410 13.10 103,562 19.87 0.1839
2015-05-01 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 1,079,550 -72,240 -6.27 86,397 -18.05 0.1497
2015-02-06 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 1,151,790 40,830 3.68 105,424 -4.18 0.1911
2014-11-12 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 1,110,960 -243,154 -17.96 110,018 -25.24 0.2070
2014-08-13 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 1,354,114 176,044 14.94 147,152 25.70 0.2595
2014-05-14 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 1,178,070 119,670 11.31 117,065 21.80 0.2179
2014-02-11 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 1,058,400 -28,000 -2.58 96,114 6.12 0.1908
2013-11-07 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 1,086,400 27,161 2.56 90,573 3.66 0.1925
2013-08-07 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 1,059,239 1,059,239 87,377 0.1936
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.