Caterpillar Inc.
IT ˙ BIT ˙ US1491231015
803,40 € ↓ -1,20 (-0,15%)
2026-06-04
AKTIENPREIS
SecurityIT:1CAT / Caterpillar Inc.
InstitutionAtwater Malick LLC
Latest Disclosed Ownership38,021 shares
Latest Disclosed Value $ 26,936,088
Atwater Malick LLC reports 4.15% decrease in ownership of 1CAT / Caterpillar Inc.

On April 22, 2026 - Atwater Malick LLC filed a 13F-HR form disclosing ownership of 38,021 shares of Caterpillar Inc. (IT:1CAT) valued at $22,508,432 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 39,666 shares of Caterpillar Inc.. This represents a change in shares of -4.15% during the quarter. The current value of the position is $30,546,071 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)
2026-04-22 2026-03-31 13F CATERPILLAR COM 149123101 38,021 -1,645 -4.15 26,936 18.54 7.2753
2026-01-23 2025-12-31 13F CATERPILLAR COM 149123101 39,666 -1,889 -4.55 22,723 14.61 6.2654
2025-10-23 2025-09-30 13F CATERPILLAR COM 149123101 41,555 -1,285 -3.00 19,828 19.22 5.7576
2025-07-21 2025-06-30 13F CATERPILLAR COM 149123101 42,840 100 0.23 16,631 17.99 5.2670
2025-04-11 2025-03-31 13F CATERPILLAR COM 149123101 42,740 514 1.22 14,096 -7.98 4.7688
2025-01-15 2024-12-31 13F CATERPILLAR COM 149123101 42,226 -715 -1.67 15,318 -8.80 5.1317
2024-10-10 2024-09-30 13F CATERPILLAR COM 149123101 42,941 50 0.12 16,795 17.55 5.4052
2024-07-17 2024-06-30 13F CATERPILLAR COM 149123101 42,891 212 0.50 14,287 -8.64 4.9218
2024-04-16 2024-03-31 13F CATERPILLAR COM 149123101 42,679 213 0.50 15,639 24.56 5.5110
2024-01-11 2023-12-31 13F CATERPILLAR COM 149123101 42,466 451 1.07 12,556 9.46 4.9210
2023-10-17 2023-09-30 13F CATERPILLAR COM 149123101 42,015 172 0.41 11,470 11.41 5.0488
2023-07-17 2023-06-30 13F CATERPILLAR COM 149123101 41,843 985 2.41 10,295 10.12 4.3981
2023-04-19 2023-03-31 13F CATERPILLAR COM 149123101 40,858 -293 -0.71 9,350 -5.16 4.3845
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 41,151 354 0.87 9,858 47.27 4.8573
2022-11-02 2022-09-30 13F CATERPILLAR COM 149123101 40,797 1,159 2.92 6,694 -5.53 3.7403
2022-07-21 2022-06-30 13F CATERPILLAR COM 149123101 39,638 688 1.77 7,086 -18.35 3.7280
2022-04-08 2022-03-31 13F CATERPILLAR COM 149123101 38,950 810 2.12 8,679 10.07 4.1910
2022-01-21 2021-12-31 13F CATERPILLAR COM 149123101 38,140 793 2.12 7,885 9.99 3.6610
2021-10-14 2021-09-30 13F CATERPILLAR COM 149123101 37,347 1,134 3.13 7,169 -9.03 3.7880
2021-07-26 2021-06-30 13F CATERPILLAR COM 149123101 36,213 1,452 4.18 7,881 -2.22 4.3593
2021-05-21 2021-03-31 13F CATERPILLAR COM 149123101 34,761 -2,248 -6.07 8,060 19.66 4.9498
2021-01-20 2020-12-31 13F CATERPILLAR COM 149123101 37,009 131 0.36 6,736 22.47 4.2337
2020-10-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 36,878 809 2.24 5,500 20.53 3.8515
2020-07-23 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 36,069 1,117 3.20 4,563 12.50 3.5915
2020-04-24 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 34,952 836 2.45 4,056 -19.49 3.8947
2020-01-07 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 34,116 1,255 3.82 5,038 21.37 4.0050
2019-10-15 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 32,861 1,701 5.46 4,151 -2.26 3.4867
2019-07-11 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 31,160 1,163 3.88 4,247 4.50 3.8965
2019-04-12 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 29,997 1,108 3.84 4,064 10.71 3.9761
2019-03-21 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 28,889 28,889 3,671 4.1082
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.