Caterpillar Inc.
IT ˙ BIT ˙ US1491231015
803,40 € ↓ -1,20 (-0,15%)
2026-06-04
AKTIENPREIS
SecurityIT:1CAT / Caterpillar Inc.
InstitutionFoster & Motley Inc
Latest Disclosed Ownership14,481 shares
Latest Disclosed Value $ 10,259
Foster & Motley Inc reports 6.74% decrease in ownership of 1CAT / Caterpillar Inc.

On April 21, 2026 - Foster & Motley Inc filed a 13F-HR form disclosing ownership of 14,481 shares of Caterpillar Inc. (IT:1CAT) valued at $8,572,752 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 15,527 shares of Caterpillar Inc.. This represents a change in shares of -6.74% during the quarter. The current value of the position is $11,634,035 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)
2026-04-21 2026-03-31 13F Caterpillar com 149123101 14,481 -1,046 -6.74 10 25.00 0.5293
2026-01-15 2025-12-31 13F Caterpillar com 149123101 15,527 -2,195 -12.39 9 0.00 0.4744
2025-10-23 2025-09-30 13F Caterpillar com 149123101 17,722 -1,182 -6.25 8 14.29 0.4558
2025-07-29 2025-06-30 13F Caterpillar com 149123101 18,904 1,086 6.09 7 40.00 0.4240
2025-05-08 2025-03-31 13F Caterpillar com 149123101 17,818 869 5.13 6 -16.67 0.3700
2025-01-23 2024-12-31 13F Caterpillar com 149123101 16,949 290 1.74 6 0.00 0.3999
2024-10-30 2024-09-30 13F Caterpillar com 149123101 16,659 145 0.88 7 20.00 0.4133
2024-08-02 2024-06-30 13F Caterpillar com 149123101 16,514 201 1.23 6 0.00 0.3781
2024-04-18 2024-03-31 13F Caterpillar com 149123101 16,313 -633 -3.74 6 0.00 0.4115
2024-02-01 2023-12-31 13F Caterpillar com 149123101 16,946 50 0.30 5 25.00 0.3722
2023-10-24 2023-09-30 13F Caterpillar com 149123101 16,896 1,193 7.60 5 33.33 0.3781
2023-08-08 2023-06-30 13F Caterpillar com 149123101 15,703 1,251 8.66 4 0.00 0.2993
2023-05-09 2023-03-31 13F Caterpillar com 149123101 14,452 1,508 11.65 3 0.00 0.2691
2023-02-09 2022-12-31 13F Caterpillar com 149123101 12,944 1,915 17.36 3 -99.83 0.2647
2022-11-04 2022-09-30 13F Caterpillar com 149123101 11,029 -495 -4.30 1,810 -12.14 0.1719
2022-08-09 2022-06-30 13F Caterpillar com 149123101 11,524 75 0.66 2,060 -19.25 0.1810
2022-04-28 2022-03-31 13F Caterpillar com 149123101 11,449 -497 -4.16 2,551 3.28 0.2000
2022-01-25 2021-12-31 13F Caterpillar com 149123101 11,946 -173 -1.43 2,470 6.15 0.1922
2021-10-29 2021-09-30 13F Caterpillar com 149123101 12,119 627 5.46 2,327 -6.96 0.1937
2021-07-20 2021-06-30 13F Caterpillar com 149123101 11,492 -289 -2.45 2,501 -8.46 0.2094
2021-04-26 2021-03-31 13F Caterpillar com 149123101 11,781 -818 -6.49 2,732 19.15 0.2278
2021-02-01 2020-12-31 13F Caterpillar com 149123101 12,599 -1,351 -9.68 2,293 10.19 0.2215
2020-10-19 2020-09-30 13F Caterpillar com 149123101 13,950 601 4.50 2,081 23.21 0.2452
2020-07-20 2020-06-30 13F Caterpillar com 149123101 13,349 6,492 94.68 1,689 112.19 0.2113
2020-04-21 2020-03-31 13F Caterpillar com 149123101 6,857 3,502 104.38 796 60.81 0.1187
2020-02-05 2019-12-31 13F Caterpillar com 149123101 3,355 -19 -0.56 495 16.20 0.0620
2019-10-24 2019-09-30 13F Caterpillar com 149123101 3,374 107 3.28 426 -4.27 0.0580
2019-07-17 2019-06-30 13F Caterpillar com 149123101 3,267 245 8.11 445 8.80 0.0624
2019-05-08 2019-03-31 13F Caterpillar com 149123101 3,022 -379 -11.14 409 -5.32 0.0589
2019-01-30 2018-12-31 13F Caterpillar com 149123101 3,401 576 20.39 432 0.23 0.0691
2018-10-31 2018-09-30 13F Caterpillar com 149123101 2,825 1,196 73.42 431 95.02 0.0647
2018-07-24 2018-06-30 13F Caterpillar com 149123101 1,629 1,629 221 0.0352
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.