Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionBurney Co/
Latest Disclosed Ownership9,016 shares
Latest Disclosed Value $ 6,387,704
Burney Co/ reports 29.48% decrease in ownership of CAT / Caterpillar Inc.

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 9,016 shares of Caterpillar Inc. (US:CAT) valued at $6,387,475 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 12,785 shares of Caterpillar Inc.. This represents a change in shares of -29.48% during the quarter. The current value of the position is $8,479,368 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)
2026-04-29 2026-03-31 13F CATERPILLAR COM 149123101 9,016 -3,769 -29.48 6,388 -12.79 0.1997
2026-01-23 2025-12-31 13F CATERPILLAR COM 149123101 12,785 375 3.02 7,324 23.70 0.2283
2025-10-16 2025-09-30 13F CATERPILLAR COM 149123101 12,410 -272 -2.14 5,921 20.27 0.1883
2025-08-05 2025-06-30 13F CATERPILLAR COM 149123101 12,682 -1,817 -12.53 4,923 2.97 0.1666
2025-05-06 2025-03-31 13F CATERPILLAR COM 149123101 14,499 -358 -2.41 4,782 -11.28 0.1740
2025-01-14 2024-12-31 13F CATERPILLAR COM 149123101 14,857 -410 -2.69 5,390 -9.75 0.1905
2024-10-18 2024-09-30 13F CATERPILLAR COM 149123101 15,267 -663 -4.16 5,971 12.53 0.2124
2024-07-29 2024-06-30 13F CATERPILLAR COM 149123101 15,930 -1,133 -6.64 5,306 -15.13 0.2028
2024-05-22 2024-03-31 13F CATERPILLAR COM 149123101 17,063 -1,633 -8.73 6,252 13.12 0.2382
2024-02-12 2023-12-31 13F CATERPILLAR COM 149123101 18,696 -340 -1.79 5,528 6.37 0.2327
2023-11-08 2023-09-30 13F CATERPILLAR COM 149123101 19,036 -68 -0.36 5,197 10.55 0.2435
2023-08-09 2023-06-30 13F CATERPILLAR COM 149123101 19,104 -1,155 -5.70 4,701 1.38 0.2155
2023-05-10 2023-03-31 13F CATERPILLAR COM 149123101 20,259 604 3.07 4,636 -1.53 0.2285
2023-02-06 2022-12-31 13F CATERPILLAR COM 149123101 19,655 -8,438 -30.04 4,709 2.13 0.2385
2022-11-15 2022-09-30 13F CATERPILLAR COM 149123101 28,093 11,179 66.09 4,610 52.45 0.2545
2022-08-12 2022-06-30 13F CATERPILLAR COM 149123101 16,914 -954 -5.34 3,024 -24.04 0.1591
2022-05-09 2022-03-31 13F CATERPILLAR COM 149123101 17,868 -122 -0.68 3,981 7.04 0.1634
2022-02-11 2021-12-31 13F CATERPILLAR COM 149123101 17,990 -121 -0.67 3,719 6.96 0.1606
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 18,111 -1,688 -8.53 3,477 -19.31 0.1632
2021-08-06 2021-06-30 13F CATERPILLAR COM 149123101 19,799 -15,947 -44.61 4,309 -48.01 0.2004
2021-05-13 2021-03-31 13F CATERPILLAR COM 149123101 35,746 546 1.55 8,288 29.36 0.4087
2021-02-11 2020-12-31 13F CATERPILLAR COM 149123101 35,200 -1,924 -5.18 6,407 15.71 0.3515
2020-12-14 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 37,124 -639 -1.69 5,537 15.91 0.3431
2020-08-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 37,763 1,999 5.59 4,777 15.11 0.3099
2020-05-13 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 35,764 735 2.10 4,150 -19.78 0.3189
2020-02-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 35,029 2,805 8.70 5,173 27.10 0.2851
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 32,224 6,989 27.70 4,070 18.35 0.2438
2019-08-12 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 25,235 11,995 90.60 3,439 91.69 0.2086
2019-05-13 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 13,240 -379 -2.78 1,794 3.64 0.1112
2019-02-12 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 13,619 -7 -0.05 1,731 -16.70 0.1218
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 13,626 -1,367 -9.12 2,078 2.16 0.1237
2018-08-13 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 14,993 452 3.11 2,034 -5.09 0.1192
2018-05-08 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 14,541 -3,752 -20.51 2,143 -25.67 0.1327
2018-02-13 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 18,293 936 5.39 2,883 32.61 0.1629
2017-11-13 2017-09-30 13F/A-1 Caterpillar COM 149123101 17,357 -5,466 -23.95 2,174 -9.83 0.1412
2017-11-09 2017-09-30 13F Caterpillar COM 149123101 22,823 0 2,411
2017-08-09 2017-06-30 13F Caterpillar COM 149123101 22,823 -9,337 -29.03 2,411 -19.18 0.1579
2017-05-11 2017-03-31 13F Caterpillar COM 149123101 32,160 -1,738 -5.13 2,983 -5.12 0.1965
2017-02-07 2016-12-31 13F Caterpillar COM 149123101 33,898 -5,087 -13.05 3,144 -6.87 0.2137
2016-11-14 2016-09-30 13F Caterpillar COM 149123101 38,985 -239 -0.61 3,376 13.52 0.2382
2016-08-10 2016-06-30 13F Caterpillar COM 149123101 39,224 4,651 13.45 2,974 12.40 0.2134
2016-05-02 2016-03-31 13F Caterpillar COM 149123101 34,573 -2,257 -6.13 2,646 4.75 0.1927
2016-02-09 2015-12-31 13F Caterpillar COM 149123101 36,830 -7,525 -16.97 2,526 -12.87 0.1871
2015-11-03 2015-09-30 13F Caterpillar COM 149123101 44,355 394 0.90 2,899 -22.26 0.2233
2015-08-10 2015-06-30 13F Caterpillar COM 149123101 43,961 -2,116 -4.59 3,729 1.11 0.2536
2015-05-12 2015-03-31 13F Caterpillar COM 149123101 46,077 20,650 81.21 3,688 58.49 0.2527
2015-02-11 2014-12-31 13F CATERPILLAR COM 149123101 25,427 1,017 4.17 2,327 -3.72 0.1843
2014-11-12 2014-09-30 13F CATERPILLAR COM 149123101 24,410 496 2.07 2,417 -7.00 0.2073
2014-08-05 2014-06-30 13F/A-1 CATERPILLAR COM 149123101 23,914 114 0.48 2,599 9.89 0.2249
2014-08-04 2014-06-30 13F CATERPILLAR COM 149123101 23,914 2,599
2014-05-07 2014-03-31 13F/A-1 CATERPILLAR COM 149123101 23,800 1,013 4.45 2,365 14.31 0.2155
2014-05-06 2014-03-31 13F CHICAGO BRD COM 149123101 12,413 1,082
2014-02-03 2013-12-31 13F CATERPILLAR COM 149123101 22,787 -707 -3.01 2,069 5.62 0.2015
2013-11-04 2013-09-30 13F CATERPILLAR COM 149123101 23,494 -3,297 -12.31 1,959 -11.36 0.2191
2013-07-22 2013-06-30 13F CATERPILLAR COM 149123101 26,791 26,791 2,210 0.2759
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.