Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionBoston Partners
Latest Disclosed Ownership1,915 shares
Latest Disclosed Value $ 1,357,043
Boston Partners reports 0.16% increase in ownership of CAT / Caterpillar Inc.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 1,915 shares of Caterpillar Inc. (US:CAT) valued at $1,356,701 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,912 shares of Caterpillar Inc.. This represents a change in shares of 0.16% during the quarter. The current value of the position is $1,773,635 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 1,915 3 0.16 1,357 23.93 0.0014
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 1,912 -10 -0.52 1,095 19.41 0.0011
2025-11-13 2025-09-30 13F CATERPILLAR COM 149123101 1,922 1,922 917 0.0009
2025-08-12 2025-06-30 13F/A-1 CATERPILLAR COM 149123101 0 -794 -100.00 0 -100.00
2025-08-07 2025-06-30 13F CATERPILLAR COM 149123101 0 0
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 794 -187 -19.06 262 -26.48 0.0003
2025-02-11 2024-12-31 13F CATERPILLAR COM 149123101 981 0 0.00 356 -7.31 0.0004
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 981 -144 -12.80 384 2.41 0.0005
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 1,125 -296 -20.83 375 -28.08 0.0005
2024-05-28 2024-03-31 13F/A-1 CATERPILLAR COM 149123101 1,421 -454,824 -99.69 521 -99.61 0.0006
2024-05-13 2024-03-31 13F CATERPILLAR COM 149123101 1,421 -454,824 521 0.0006
2024-02-07 2023-12-31 13F CATERPILLAR COM 149123101 456,245 -37,359 -7.57 134,751 1.06 0.1785
2023-11-08 2023-09-30 13F CATERPILLAR COM 149123101 493,604 -131,858 -21.08 133,342 -13.96 0.1846
2023-08-10 2023-06-30 13F CATERPILLAR COM 149123101 625,462 -443,723 -41.50 154,968 -36.47 0.2086
2023-05-09 2023-03-31 13F CATERPILLAR COM 149123101 1,069,185 -18,589 -1.71 243,942 -6.51 0.3354
2023-02-08 2022-12-31 13F CATERPILLAR COM 149123101 1,087,774 -25,598 -2.30 260,918 40.54 0.3530
2022-11-09 2022-09-30 13F CATERPILLAR COM 149123101 1,113,372 20,094 1.84 185,654 -5.40 0.2717
2022-08-10 2022-06-30 13F CATERPILLAR COM 149123101 1,093,278 8,325 0.77 196,260 -18.73 0.2743
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 1,084,953 -252,361 -18.87 241,479 -12.78 0.2925
2022-02-04 2021-12-31 13F CATERPILLAR COM 149123101 1,337,314 -274,409 -17.03 276,870 -10.54 0.3335
2021-11-05 2021-09-30 13F CATERPILLAR COM 149123101 1,611,723 -409,786 -20.27 309,478 -29.64 0.3921
2021-08-12 2021-06-30 13F CATERPILLAR COM 149123101 2,021,509 -36,250 -1.76 439,857 -7.80 0.5609
2021-05-10 2021-03-31 13F CATERPILLAR COM 149123101 2,057,759 -206,147 -9.11 477,085 15.78 0.6398
2021-02-10 2020-12-31 13F/A-1 CATERPILLAR COM 149123101 2,263,906 -106,509 -4.49 412,077 16.56 0.6409
2021-02-04 2020-12-31 13F CATERPILLAR COM 149123101 2,263,906 -106,509 412,077 247,221.7068
2020-11-13 2020-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 2,370,415 611,594 34.77 353,547 58.89 0.6438
2020-11-09 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,758,821 0 222,513 163,351.0482
2020-08-12 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,758,821 300,427 20.60 222,513 31.54 0.4087
2020-05-13 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 1,458,394 1,011,967 226.68 169,157 156.54 0.3359
2020-02-06 2019-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 446,427 -38,885 -8.01 65,937 7.46 0.0872
2020-02-05 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 446,427 -38,885 65,937 37,071.7072
2019-11-20 2019-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 485,312 -107,063 -18.07 61,358 -24.01 0.0831
2019-11-08 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 592,388 13 80,762 0.1068
2019-08-26 2019-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 592,375 -27,293 -4.40 80,745 -3.83 0.1059
2019-08-09 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 592,375 -27,293 80,745
2019-05-13 2019-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 619,668 -118,699 -16.08 83,959 -10.51 0.1112
2019-05-03 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 619,668 -118,699 83,959
2019-02-07 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 738,367 563,996 323.45 93,824 252.85 0.1348
2018-11-14 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 174,371 174,371 -76.38 26,590 -71.66 0.0309
2016-11-09 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 0 -57,445 -100.00 0 -100.00
2016-08-05 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 57,445 5,590 10.78 4,355 9.73 0.0063
2016-05-12 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 51,855 0 0.00 3,969 12.63 0.0058
2016-02-08 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 51,855 18,801 56.88 3,524 63.15 0.0050
2015-11-10 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 33,054 33,054 2,160 0.0033
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.