Caterpillar Inc.
IT ˙ BIT ˙ US1491231015
803,40 € ↓ -1,20 (-0,15%)
2026-06-04
AKTIENPREIS
SecurityIT:1CAT / Caterpillar Inc.
InstitutionFiduciary Trust Co
Latest Disclosed Ownership61,312 shares
Latest Disclosed Value $ 43,437,334
Fiduciary Trust Co reports 0.90% decrease in ownership of 1CAT / Caterpillar Inc.

On May 15, 2026 - Fiduciary Trust Co filed a 13F-HR form disclosing ownership of 61,312 shares of Caterpillar Inc. (IT:1CAT) valued at $36,296,704 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 61,871 shares of Caterpillar Inc.. This represents a change in shares of -0.90% during the quarter. The current value of the position is $49,258,061 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F CATERPILLAR COM 149123101 61,312 -559 -0.90 43,437 22.55 0.2990
2026-02-13 2025-12-31 13F CATERPILLAR INC DEL COM 149123101 61,871 -2,955 -4.56 35,444 14.59 0.4029
2025-11-14 2025-09-30 13F CATERPILLAR INC DEL COM 149123101 64,826 184 0.28 30,932 23.26 0.3504
2025-08-14 2025-06-30 13F CATERPILLAR INC DEL COM 149123101 64,642 -404 -0.62 25,095 16.98 0.3087
2025-05-15 2025-03-31 13F CATERPILLAR INC DEL COM 149123101 65,046 862 1.34 21,452 -7.86 0.2809
2025-02-14 2024-12-31 13F CATERPILLAR INC DEL COM 149123101 64,184 1,552 2.48 23,283 -4.95 0.3074
2024-11-14 2024-09-30 13F CATERPILLAR INC DEL COM 149123101 62,632 687 1.11 24,497 18.72 0.3421
2024-08-14 2024-06-30 13F CATERPILLAR INC DEL COM 149123101 61,945 -3,594 -5.48 20,634 -14.08 0.3097
2024-05-14 2024-03-31 13F CATERPILLAR INC DEL COM 149123101 65,539 1,104 1.71 24,015 26.06 0.3685
2024-02-12 2023-12-31 13F CATERPILLAR INC DEL COM 149123101 64,435 201 0.31 19,051 8.65 0.3183
2023-11-14 2023-09-30 13F CATERPILLAR INC DEL COM 149123101 64,234 28 0.04 17,536 11.00 0.3207
2023-08-01 2023-06-30 13F CATERPILLAR INC DEL COM 149123101 64,206 28 0.04 15,798 7.57 0.2784
2023-05-15 2023-03-31 13F CATERPILLAR INC DEL COM 149123101 64,178 -458 -0.71 14,686 -5.15 0.2724
2023-02-14 2022-12-31 13F CATERPILLAR INC DEL COM 149123101 64,636 -37 -0.06 15,484 45.92 0.3013
2022-11-14 2022-09-30 13F CATERPILLAR INC DEL COM 149123101 64,673 -493 -0.76 10,611 -8.91 0.2296
2022-08-12 2022-06-30 13F CATERPILLAR INC DEL COM 149123101 65,166 -209 -0.32 11,649 -20.03 0.2454
2022-05-12 2022-03-31 13F CATERPILLAR INC DEL COM 149123101 65,375 269 0.41 14,567 8.22 0.2612
2022-02-14 2021-12-31 13F CATERPILLAR INC DEL COM 149123101 65,106 4,710 7.80 13,460 16.09 0.2213
2021-11-12 2021-09-30 13F CATERPILLAR INC DEL COM 149123101 60,396 627 1.05 11,594 -10.87 0.2063
2021-08-16 2021-06-30 13F CATERPILLAR INC DEL COM 149123101 59,769 -3,532 -5.58 13,008 -11.37 0.2518
2021-05-19 2021-03-31 13F CATERPILLAR INC DEL COM 149123101 63,301 -2,920 -4.41 14,677 21.77 0.2978
2021-01-26 2020-12-31 13F CATERPILLAR INC DEL COM 149123101 66,221 -2,372 -3.46 12,053 17.81 0.2512
2020-11-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 68,593 467 0.69 10,231 18.73 0.2411
2020-08-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 68,126 -1,314 -1.89 8,617 6.94 0.2132
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 69,440 10,670 18.16 8,058 -7.16 0.2338
2020-02-04 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 58,770 1,288 2.24 8,679 19.53 0.2024
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 57,482 3,468 6.42 7,261 -1.37 0.1822
2019-08-14 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 54,014 -94 -0.17 7,362 0.42 0.1931
2019-05-07 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 54,108 -1,050 -1.90 7,331 4.59 0.1970
2019-01-29 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 55,158 98 0.18 7,009 -16.52 0.2147
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 55,060 -250 -0.45 8,396 11.89 0.2356
2018-08-03 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 55,310 -1,189 -2.10 7,504 -9.88 0.2272
2018-05-07 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 56,499 1,526 2.78 8,327 -3.87 0.2573
2018-01-29 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 54,973 -1,286 -2.29 8,662 23.44 0.2575
2017-11-02 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 56,259 -2,507 -4.27 7,017 11.12 0.2159
2017-08-09 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 58,766 -3,716 -5.95 6,315 8.95 0.1936
2017-05-15 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 62,482 -197 -0.31 5,796 -0.29 0.1771
2017-02-14 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 62,679 -1,429 -2.23 5,813 2.14 0.1884
2016-11-14 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 64,108 -912 -1.40 5,691 15.46 0.1949
2016-08-12 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 65,020 -1,975 -2.95 4,929 -3.88 0.1732
2016-05-16 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 66,995 353 0.53 5,128 13.23 0.1813
2016-02-03 2015-12-31 13F CATERPILLAR INC COM COMMON 149123101 66,642 -3,356 -4.79 4,529 -1.03 0.1920
2015-11-10 2015-09-30 13F CATERPILLAR INC COM COMMON 149123101 69,998 -13,109 -15.77 4,576 -35.08 0.2063
2015-08-10 2015-06-30 13F CATERPILLAR INC COM Common 149123101 83,107 -15,662 -15.86 7,049 -10.82 0.2933
2015-04-28 2015-03-31 13F CATERPILLAR INC COM Common 149123101 98,769 -7,040 -6.65 7,904 -18.38 0.3273
2015-01-26 2014-12-31 13F CATERPILLAR INC COM Common 149123101 105,809 -1,459 -1.36 9,684 -8.83 0.4070
2014-11-03 2014-09-30 13F CATERPILLAR INC COM Common 149123101 107,268 -5,137 -4.57 10,622 -13.04 0.4685
2014-07-25 2014-06-30 13F CATERPILLAR INC COM Common 149123101 112,405 -4,945 -4.21 12,215 4.75 0.5225
2014-05-13 2014-03-31 13F CATERPILLAR INC COM Common 149123101 117,350 -5,681 -4.62 11,661 4.38 0.5160
2014-02-19 2013-12-31 13F CATERPILLAR INC COM Common 149123101 123,031 -3,496 -2.76 11,172 5.87 0.4940
2013-10-31 2013-09-30 13F/A-1 CATERPILLAR INC COM Common 149123101 126,527 -24,027 10,553 0.4860
2013-11-06 2013-09-30 13F/A-2 CATERPILLAR INC COM Common 149123101 126,527 -24,027 -15.96 10,553 -15.02 0.4860
2013-10-29 2013-09-30 13F CATERPILLAR INC COM Common 149123101 126,527 10,553
2013-08-08 2013-06-30 13F CATERPILLAR INC COM Common 149123101 150,554 150,554 12,418 0.5748
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.