Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionBeech Hill Advisors, Inc.
Latest Disclosed Ownership3,000 shares
Latest Disclosed Value $ 2,125,380
Beech Hill Advisors, Inc. reports 7.69% decrease in ownership of CAT / Caterpillar Inc.

On April 9, 2026 - Beech Hill Advisors, Inc. filed a 13F-HR form disclosing ownership of 3,000 shares of Caterpillar Inc. (US:CAT) valued at $2,125,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 3,250 shares of Caterpillar Inc.. This represents a change in shares of -7.69% during the quarter. The current value of the position is $2,821,440 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)
2026-04-09 2026-03-31 13F CATERPILLAR COM 149123101 3,000 -250 -7.69 2,125 14.19 1.0646
2026-01-14 2025-12-31 13F CATERPILLAR COM 149123101 3,250 0 0.00 1,862 20.06 0.8911
2025-10-14 2025-09-30 13F CATERPILLAR COM 149123101 3,250 0 0.00 1,551 22.92 0.7243
2025-07-30 2025-06-30 13F CATERPILLAR COM 149123101 3,250 -550 -14.47 1,262 0.64 0.5678
2025-04-23 2025-03-31 13F CATERPILLAR COM 149123101 3,800 0 0.00 1,253 -9.07 0.4988
2025-01-15 2024-12-31 13F CATERPILLAR COM 149123101 3,800 -450 -10.59 1,378 -17.09 0.5160
2024-10-16 2024-09-30 13F CATERPILLAR COM 149123101 4,250 0 0.00 1,662 17.46 0.6302
2024-07-12 2024-06-30 13F CATERPILLAR COM 149123101 4,250 -100 -2.30 1,416 -11.17 0.5842
2024-04-12 2024-03-31 13F CATERPILLAR COM 149123101 4,350 100 2.35 1,594 26.83 0.6623
2024-01-10 2023-12-31 13F CATERPILLAR COM 149123101 4,250 -200 -4.49 1,257 3.46 0.6078
2023-10-11 2023-09-30 13F CATERPILLAR COM 149123101 4,450 0 0.00 1,215 10.97 0.6126
2023-07-11 2023-06-30 13F CATERPILLAR COM 149123101 4,450 0 0.00 1,095 7.47 0.5322
2023-04-14 2023-03-31 13F CATERPILLAR COM 149123101 4,450 -1,050 -19.09 1,018 -22.70 0.5130
2023-01-18 2022-12-31 13F CATERPILLAR COM 149123101 5,500 -14,205 -72.09 1,318 -59.26 0.7323
2022-10-12 2022-09-30 13F CATERPILLAR COM 149123101 19,705 -100 -0.50 3,233 -8.67 1.8522
2022-07-11 2022-06-30 13F CATERPILLAR COM 149123101 19,805 -50 -0.25 3,540 -19.98 1.8911
2022-04-19 2022-03-31 13F CATERPILLAR COM 149123101 19,855 14,355 261.00 4,424 289.09 1.8051
2022-01-19 2021-12-31 13F CATERPILLAR COM 149123101 5,500 0 0.00 1,137 7.67 0.4320
2021-10-14 2021-09-30 13F CATERPILLAR COM 149123101 5,500 0 0.00 1,056 -11.78 0.4384
2021-07-15 2021-06-30 13F CATERPILLAR COM 149123101 5,500 0 0.00 1,197 -6.12 0.4861
2021-04-19 2021-03-31 13F CATERPILLAR COM 149123101 5,500 -300 -5.17 1,275 20.74 0.5289
2021-01-22 2020-12-31 13F CATERPILLAR COM 149123101 5,800 -400 -6.45 1,056 14.16 0.4694
2020-10-19 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 6,200 500 8.77 925 28.29 0.4561
2020-07-17 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 5,700 100 1.79 721 10.92 0.3655
2020-05-05 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 5,600 200 3.70 650 -18.44 0.4437
2020-01-17 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 5,400 0 0.00 797 16.86 0.3714
2019-10-18 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 5,400 0 0.00 682 -7.34 0.3644
2019-07-15 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 5,400 100 1.89 736 2.51 0.3863
2019-04-09 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 5,300 1,650 45.21 718 54.74 0.4430
2019-01-14 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 3,650 1,950 114.71 464 79.15 0.2886
2018-10-10 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 1,700 0 0.00 259 12.12 0.1343
2018-08-01 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 1,700 0 0.00 231 -7.97 0.1294
2018-04-23 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 1,700 -150 -8.11 251 -14.04 0.1321
2018-01-22 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 1,850 -200 -9.76 292 14.06 0.1442
2017-10-20 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 2,050 -50 -2.38 256 13.27 0.1350
2017-07-18 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 2,100 2,100 2.44 226 -11.72 0.1235
2017-04-19 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -2,840 -100.00 0 -100.00
2017-01-25 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 2,840 -3,050 -51.78 263 -49.71 0.1572
2016-10-21 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 5,890 150 2.61 523 20.23 0.3200
2016-07-15 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 5,740 -200 -3.37 435 -4.40 0.2940
2016-04-20 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 5,940 0 0.00 455 12.62 0.3560
2016-01-26 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 5,940 1,900 47.03 404 53.03 0.2555
2015-10-30 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 4,040 300 8.02 264 -16.72 0.1682
2015-08-12 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 3,740 400 11.98 317 18.73 0.1630
2015-04-29 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 3,340 3,340 -10.70 267 -15.77 0.1255
2015-01-30 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -3,040 -100.00 0 -100.00
2014-10-21 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 3,040 -5,750 -65.42 301 -68.48 0.1424
2014-07-21 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 8,790 250 2.93 955 12.49 0.4207
2014-04-25 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 8,540 5,500 180.92 849 207.61 0.3985
2014-01-28 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 3,040 0 0.00 276 8.66 0.1393
2013-10-23 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 3,040 -28,500 -90.36 254 -90.24 0.1374
2013-07-29 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 31,540 31,540 2,602 1.4721
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.