Caterpillar Inc.
IT ˙ BIT ˙ US1491231015
803,40 € ↓ -1,20 (-0,15%)
2026-06-04
AKTIENPREIS
SecurityIT:1CAT / Caterpillar Inc.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership3,580 shares
Latest Disclosed Value $ 2,535,950
Sunbelt Securities, Inc. reports 0.61% decrease in ownership of 1CAT / Caterpillar Inc.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 3,580 shares of Caterpillar Inc. (IT:1CAT) valued at $2,119,360 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 3,602 shares of Caterpillar Inc.. This represents a change in shares of -0.61% during the quarter. The current value of the position is $2,876,172 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)
2026-05-16 2026-03-31 13F CATERPILLAR INC COM Stock 149123101 3,580 -22 -0.61 2,536 22.88 0.1601
2026-02-20 2025-12-31 13F CATERPILLAR INC COM Stock 149123101 3,602 -77 -2.09 2,063 17.55 0.1376
2025-11-19 2025-09-30 13F CATERPILLAR INC COM Stock 149123101 3,679 -29 -0.78 1,755 30.58 0.1212
2025-08-14 2025-06-30 13F CATERPILLAR INC COM Stock 149123101 3,708 -713 -16.13 1,345 -7.76 0.1187
2025-04-24 2025-03-31 13F CATERPILLAR INC COM Stock 149123101 4,421 713 19.23 1,458 8.33 0.1302
2025-02-18 2024-12-31 13F CATERPILLAR INC COM Stock 149123101 3,708 42 1.15 1,346 -6.14 0.1186
2024-11-18 2024-09-30 13F CATERPILLAR INC COM Stock 149123101 3,666 -213 -5.49 1,434 10.91 0.1406
2024-08-16 2024-06-30 13F CATERPILLAR INC COM Stock 149123101 3,879 5 0.13 1,292 -8.95 0.1322
2024-04-15 2024-03-31 13F CATERPILLAR INC COM Stock 149123101 3,874 151 4.06 1,420 29.00 0.1584
2024-02-15 2023-12-31 13F CATERPILLAR INC COM Stock 149123101 3,723 15 0.40 1,101 8.70 0.1386
2023-12-11 2023-09-30 13F CATERPILLAR INC COM Stock 149123101 3,708 1,001 36.98 1,012 52.18 0.1401
2023-08-16 2023-06-30 13F CATERPILLAR INC COM Stock 149123101 2,707 17 0.63 666 10.28 0.0958
2023-05-17 2023-03-31 13F CATERPILLAR INC COM Stock 149123101 2,690 536 24.88 604 16.86 0.0971
2023-02-08 2022-12-31 13F CATERPILLAR COM 149123101 2,154 2 0.09 516 46.18 0.1008
2022-11-21 2022-09-30 13F CATERPILLAR COM 149123101 2,152 0 0.00 353 -8.31 0.0746
2022-10-03 2022-06-30 13F CATERPILLAR COM 149123101 2,152 177 8.96 385 -12.50 0.0814
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 1,975 -598 -23.24 440 -15.22 0.0806
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 2,573 510 24.72 519 20.98 0.0843
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 2,063 0 0.00 429 0.00 0.0771
2021-07-29 2021-06-30 13F CATERPILLAR COM 149123101 2,063 0 0.00 429 -10.25 0.0772
2021-05-27 2021-03-31 13F CATERPILLAR COM 149123101 2,063 -1,073 -34.22 478 -16.29 0.0942
2021-02-09 2020-12-31 13F CATERPILLAR COM 149123101 3,136 1,519 93.94 571 136.93 0.1180
2020-11-17 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,617 -284 -14.94 241 0.42 0.0670
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,901 0 0.00 240 8.60 0.0825
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 1,901 -16,945 -89.91 221 -92.06 0.0095
2020-02-26 2019-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 18,846 2,107 12.59 2,783 31.65 0.2930
2020-02-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 18,846 2,107 696 274.4537
2019-11-15 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 16,739 16,739 2,114 0.2371
2017-02-15 2015-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 0 -15 -100.00 0 0.0000
2015-11-12 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 15 0 0.00 1 -100.00 0.0010
2015-08-13 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 15 0 0.00 1 0.00 0.0014
2015-05-19 2015-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 15 15 1 0.0014
2015-05-14 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 15 1
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.