Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
782,20 € ↑40,40 (5,45%)
2026-06-02
AKTIENPREIS
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionSchulhoff & Co Inc
Latest Disclosed Ownership1,152 shares
Latest Disclosed Value $ 816,145
Schulhoff & Co Inc reports 3.44% decrease in ownership of CAT1 / Caterpillar Inc.

On May 11, 2026 - Schulhoff & Co Inc filed a 13F-HR form disclosing ownership of 1,152 shares of Caterpillar Inc. (DE:CAT1) valued at $707,328 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,193 shares of Caterpillar Inc.. This represents a change in shares of -3.44% during the quarter. The current value of the position is $901,094 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 1,152 -41 -3.44 816 19.47 0.3352
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 1,193 -28 -2.29 683 17.35 0.2878
2025-11-10 2025-09-30 13F CATERPILLAR COM 149123101 1,221 -84 -6.44 583 15.02 0.2488
2025-07-30 2025-06-30 13F CATERPILLAR COM 149123101 1,305 0 0.00 507 17.67 0.2248
2025-05-07 2025-03-31 13F CATERPILLAR COM 149123101 1,305 0 0.00 430 -9.09 0.1906
2025-02-05 2024-12-31 13F CATERPILLAR COM 149123101 1,305 -95 -6.79 473 -13.53 0.1728
2024-11-06 2024-09-30 13F CATERPILLAR COM 149123101 1,400 0 0.00 548 17.38 0.2286
2024-08-08 2024-06-30 13F CATERPILLAR COM 149123101 1,400 0 0.00 466 -9.16 0.2104
2024-05-01 2024-03-31 13F CATERPILLAR COM 149123101 1,400 -30 -2.10 513 21.56 0.2248
2024-02-07 2023-12-31 13F CATERPILLAR COM 149123101 1,430 0 0.00 423 8.21 0.2015
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 1,430 -70 -4.67 390 5.69 0.1973
2023-08-01 2023-06-30 13F CATERPILLAR COM 149123101 1,500 0 0.00 369 7.58 0.1717
2023-05-05 2023-03-31 13F CATERPILLAR COM 149123101 1,500 0 0.00 343 -4.46 0.1596
2023-02-09 2022-12-31 13F CATERPILLAR COM 149123101 1,500 -150 -9.09 359 32.96 0.1654
2022-11-08 2022-09-30 13F CATERPILLAR COM 149123101 1,650 100 6.45 270 -2.53 0.1407
2022-08-05 2022-06-30 13F CATERPILLAR COM 149123101 1,550 -100 -6.06 277 -24.52 0.1293
2022-05-09 2022-03-31 13F CATERPILLAR COM 149123101 1,650 0 0.00 367 7.62 0.1548
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 1,650 -50 -2.94 341 4.60 0.1403
2021-11-08 2021-09-30 13F CATERPILLAR COM 149123101 1,700 0 0.00 326 -11.65 0.1468
2021-08-03 2021-06-30 13F CATERPILLAR COM 149123101 1,700 0 0.00 369 -6.35 0.1625
2021-04-30 2021-03-31 13F CATERPILLAR COM 149123101 1,700 0 0.00 394 27.51 0.1802
2021-02-08 2020-12-31 13F CATERPILLAR COM 149123101 1,700 -100 -5.56 309 15.30 0.1553
2020-11-04 2020-09-30 13F CATERPILLAR COM 149123101 1,800 0 0.00 268 18.06 0.1440
2020-07-29 2020-06-30 13F CATERPILLAR COM 149123101 1,800 0 0.00 227 9.13 0.1335
2020-04-30 2020-03-31 13F CATERPILLAR COM 149123101 1,800 0 0.00 208 -21.51 0.1301
2020-01-31 2019-12-31 13F CATERPILLAR COM 149123101 1,800 0 0.00 265 16.74 0.1243
2019-11-01 2019-09-30 13F CATERPILLAR COM 149123101 1,800 0 0.00 227 -7.35 0.1113
2019-08-07 2019-06-30 13F CATERPILLAR COM 149123101 1,800 50 2.86 245 3.38 0.1264
2019-04-24 2019-03-31 13F CATERPILLAR COM 149123101 1,750 0 0.00 237 6.76 0.1267
2019-02-07 2018-12-31 13F CATERPILLAR COM 149123101 1,750 0 0.00 222 -16.54 0.1385
2018-11-07 2018-09-30 13F CATERPILLAR COM 149123101 1,750 0 0.00 266 12.24 0.1486
2018-08-03 2018-06-30 13F CATERPILLAR COM 149123101 1,750 0 0.00 237 -7.78 0.1409
2018-04-26 2018-03-31 13F CATERPILLAR COM 149123101 1,750 0 0.00 257 -6.55 0.1510
2018-01-26 2017-12-31 13F CATERPILLAR COM 149123101 1,750 0 0.00 275 26.15 0.1544
2017-10-25 2017-09-30 13F CATERPILLAR COM 149123101 1,750 1,750 218 0.1295
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.