Caterpillar Inc.
IT ˙ BIT ˙ US1491231015
803,40 € ↓ -1,20 (-0,15%)
2026-06-04
AKTIENPREIS
SecurityIT:1CAT / Caterpillar Inc.
InstitutionAffiance Financial, LLC
Latest Disclosed Ownership555 shares
Latest Disclosed Value $ 393,195
Affiance Financial, LLC reports 9.25% increase in ownership of 1CAT / Caterpillar Inc.

On April 14, 2026 - Affiance Financial, LLC filed a 13F-HR form disclosing ownership of 555 shares of Caterpillar Inc. (IT:1CAT) valued at $328,560 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 508 shares of Caterpillar Inc.. This represents a change in shares of 9.25% during the quarter. The current value of the position is $445,887 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)
2026-04-14 2026-03-31 13F CATERPILLAR COM 149123101 555 47 9.25 393 35.05 0.0637
2026-01-21 2025-12-31 13F CATERPILLAR COM 149123101 508 0 0.00 291 20.25 0.0468
2025-10-14 2025-09-30 13F CATERPILLAR COM 149123101 508 508 242 0.0441
2023-04-18 2023-03-31 13F CATERPILLAR COM 149123101 0 -41 -100.00 0 -100.00
2023-01-20 2022-12-31 13F CATERPILLAR COM 149123101 41 41 10 0.0040
2022-04-19 2022-03-31 13F/A-1 CATERPILLAR COM 149123101 0 -3,110 -100.00 0 -100.00
2022-04-12 2022-03-31 13F CATERPILLAR COM 149123101 0 -3,110 0
2022-02-01 2021-12-31 13F CATERPILLAR COM 149123101 3,110 0 0.00 643 7.71 0.2684
2021-10-12 2021-09-30 13F CATERPILLAR COM 149123101 3,110 0 0.00 597 -11.82 0.2596
2021-07-14 2021-06-30 13F CATERPILLAR COM 149123101 3,110 0 0.00 677 -6.10 0.2870
2021-04-21 2021-03-31 13F CATERPILLAR COM 149123101 3,110 0 0.00 721 27.39 0.3214
2021-01-25 2020-12-31 13F CATERPILLAR COM 149123101 3,110 -60 -1.89 566 19.66 0.2950
2020-10-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 3,170 60 1.93 473 20.36 0.2732
2020-07-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,110 0 0.00 393 8.86 0.2136
2020-04-14 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 3,110 0 0.00 361 -21.35 0.2489
2020-01-16 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 3,110 0 0.00 459 16.79 0.2532
2019-10-10 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 3,110 0 0.00 393 -7.31 0.2386
2019-07-11 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 3,110 0 0.00 424 0.71 0.2592
2019-04-15 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 3,110 0 0.00 421 6.58 0.2650
2019-01-11 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 3,110 0 0.00 395 -16.67 0.2610
2018-10-15 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 3,110 0 0.00 474 12.32 0.3125
2018-07-16 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 3,110 0 0.00 422 -7.86 0.3227
2018-04-17 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 3,110 -994 -24.22 458 -29.21 0.4047
2018-01-19 2017-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 4,104 0 0.00 647 26.37 0.4789
2018-01-16 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 4,104 0 647 0.4789
2017-12-08 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 4,104 0 0.00 512 16.10 0.4123
2017-12-08 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 4,104 -100 -2.38 441 13.08 0.3513
2017-12-08 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 4,204 -379 -8.27 390 -8.24 0.3016
2017-12-08 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 4,583 0 0.00 425 4.42 0.3407
2017-12-08 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 4,583 0 0.00 407 17.29 0.3308
2017-12-08 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 4,583 0 0.00 347 -1.14 0.2935
2017-12-08 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 4,583 -175 -3.68 351 8.67 0.3362
2017-12-11 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 4,758 0 0.00 323 3.86 0.3317
2017-12-08 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 4,758 1,373 40.56 311 8.36 0.3897
2017-12-08 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 3,385 0 0.00 287 5.90 0.3657
2017-12-08 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 3,385 0 0.00 271 -12.58 0.4120
2017-12-08 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 3,385 3,385 310 0.5445
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.