Caterpillar Inc.
IT ˙ BIT ˙ US1491231015
804,60 € ↑38,40 (5,01%)
2026-06-03
AKTIENPREIS
SecurityIT:1CAT / Caterpillar Inc.
InstitutionCAPROCK Group, Inc.
Latest Disclosed Ownership18,953 shares
Latest Disclosed Value $ 13,427,581
CAPROCK Group, Inc. reports 1.96% increase in ownership of 1CAT / Caterpillar Inc.

On May 11, 2026 - CAPROCK Group, Inc. filed a 13F-HR form disclosing ownership of 18,953 shares of Caterpillar Inc. (IT:1CAT) valued at $11,220,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 18,589 shares of Caterpillar Inc.. This represents a change in shares of 1.96% during the quarter. The current value of the position is $15,249,584 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 18,953 364 1.96 13,428 26.09 0.3259
2026-01-28 2025-12-31 13F CATERPILLAR COM 149123101 18,589 -49 -0.26 10,650 36.35 0.2249
2025-11-06 2025-09-30 13F CATERPILLAR COM 149123101 18,638 2,221 13.53 7,810 44.26 0.1924
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 16,417 1,503 10.08 5,415 0.07 0.1651
2025-01-23 2024-12-31 13F CATERPILLAR COM 149123101 14,914 1,977 15.28 5,411 6.92 0.1768
2024-11-07 2024-09-30 13F CATERPILLAR COM 149123101 12,937 1,661 14.73 5,060 34.72 0.1841
2024-08-06 2024-06-30 13F CATERPILLAR COM 149123101 11,276 4,225 59.92 3,756 45.41 0.1527
2024-04-29 2024-03-31 13F CATERPILLAR COM 149123101 7,051 -2,782 -28.29 2,584 -11.15 0.1481
2024-01-18 2023-12-31 13F CATERPILLAR COM 149123101 9,833 -58 -0.59 2,907 7.67 0.1858
2023-10-18 2023-09-30 13F CATERPILLAR COM 149123101 9,891 39 0.40 2,700 11.39 0.2043
2023-08-10 2023-06-30 13F CATERPILLAR COM 149123101 9,852 605 6.54 2,424 14.56 0.1780
2023-04-26 2023-03-31 13F CATERPILLAR COM 149123101 9,247 1,647 21.67 2,116 16.26 0.1640
2023-01-23 2022-12-31 13F CATERPILLAR COM 149123101 7,600 489 6.88 1,821 55.96 0.1695
2022-11-07 2022-09-30 13F CATERPILLAR COM 149123101 7,111 190 2.75 1,167 -5.66 0.1124
2022-07-26 2022-06-30 13F CATERPILLAR COM 149123101 6,921 -92 -1.31 1,237 -20.86 0.1214
2022-04-12 2022-03-31 13F CATERPILLAR COM 149123101 7,013 110 1.59 1,563 9.53 0.1469
2022-01-18 2021-12-31 13F CATERPILLAR COM 149123101 6,903 856 14.16 1,427 22.91 0.1176
2021-10-07 2021-09-30 13F CATERPILLAR COM 149123101 6,047 -351 -5.49 1,161 -16.59 0.1037
2021-08-13 2021-06-30 13F CATERPILLAR COM 149123101 6,398 633 10.98 1,392 4.11 0.1267
2021-04-29 2021-03-31 13F CATERPILLAR COM 149123101 5,765 3 0.05 1,337 27.45 0.1462
2021-01-29 2020-12-31 13F CATERPILLAR COM 149123101 5,762 66 1.16 1,049 23.41 0.1196
2020-10-29 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 5,696 578 11.29 850 31.38 0.1163
2020-08-05 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 5,118 27 0.53 647 9.48 0.0972
2020-04-28 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 5,091 32 0.63 591 -20.88 0.1119
2020-02-04 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 5,059 174 3.56 747 21.07 0.1336
2019-10-31 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 4,885 -1,009 -17.12 617 -23.16 0.1204
2019-07-23 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 5,894 -1,372 -18.88 803 -18.39 0.1570
2019-04-12 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 7,266 458 6.73 984 13.76 0.1912
2019-01-29 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 6,808 -746 -9.88 865 -24.91 0.1991
2018-10-17 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 7,554 -81 -1.06 1,152 11.20 0.2343
2018-07-23 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 7,635 733 10.62 1,036 1.87 0.2191
2018-04-23 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 6,902 -1,000 -12.66 1,017 -24.44 0.2171
2018-01-17 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 7,902 -25 -0.32 1,346 36.10 0.2619
2017-10-23 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 7,927 -32 -0.40 989 15.67 0.2061
2017-07-27 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 7,959 95 1.21 855 17.28 0.1899
2017-04-21 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 7,864 -1,860 -19.13 729 -19.18 0.1712
2017-01-24 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 9,724 -792 -7.53 902 -3.43 0.2270
2016-11-15 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 10,516 2,075 24.58 934 45.94 0.2119
2016-08-25 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 8,441 2,981 54.60 640 53.11 0.1560
2016-05-11 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 5,460 5,460 418 0.0991
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.