Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionClarius Group, LLC
Latest Disclosed Ownership2,755 shares
Latest Disclosed Value $ 1,578,369
Clarius Group, LLC ownership in CAT / Caterpillar Inc.

On January 14, 2026 - Clarius Group, LLC filed a 13F-HR form disclosing ownership of 2,755 shares of Caterpillar Inc. (US:CAT) valued at $1,578,257 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 2,755 shares of Caterpillar Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $2,551,626 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)
2026-01-14 2025-12-31 13F CATERPILLAR COM 149123101 2,755 0 0.00 1,578 20.09 0.0901
2025-10-14 2025-09-30 13F CATERPILLAR COM 149123101 2,755 -2,746 -49.92 1,315 -38.45 0.0778
2025-07-22 2025-06-30 13F CATERPILLAR COM 149123101 5,501 16 0.29 2,136 18.02 0.1245
2025-04-18 2025-03-31 13F CATERPILLAR COM 149123101 5,485 707 14.80 1,809 4.39 0.1136
2025-01-16 2024-12-31 13F CATERPILLAR COM 149123101 4,778 287 6.39 1,733 -1.08 0.1184
2024-10-09 2024-09-30 13F CATERPILLAR COM 149123101 4,491 -104 -2.26 1,753 14.51 0.1229
2024-07-11 2024-06-30 13F CATERPILLAR COM 149123101 4,595 -163 -3.43 1,530 -12.22 0.1085
2024-04-17 2024-03-31 13F CATERPILLAR COM 149123101 4,758 -463 -8.87 1,744 12.96 0.1204
2024-01-29 2023-12-31 13F CATERPILLAR COM 149123101 5,221 -244 -4.46 1,544 3.49 0.1280
2023-10-19 2023-09-30 13F CATERPILLAR COM 149123101 5,465 -1,310 -19.34 1,492 -10.56 0.1422
2023-08-10 2023-06-30 13F CATERPILLAR COM 149123101 6,775 -93 -1.35 1,667 6.11 0.1288
2023-04-17 2023-03-31 13F CATERPILLAR COM 149123101 6,868 -135 -1.93 1,572 157,000.00 0.1335
2023-01-25 2022-12-31 13F CATERPILLAR COM 149123101 7,003 196 2.88 2 -99.91 0.1511
2022-10-24 2022-09-30 13F CATERPILLAR COM 149123101 6,807 238 3.62 1,117 -4.86 0.1117
2022-08-10 2022-06-30 13F CATERPILLAR COM 149123101 6,569 582 9.72 1,174 -5.17 0.1172
2022-04-08 2022-03-31 13F CATERPILLAR COM 149123101 5,987 0 0.00 1,238 0.00 0.0980
2022-02-02 2021-12-31 13F CATERPILLAR COM 149123101 5,987 118 2.01 1,238 9.85 0.0980
2021-10-18 2021-09-30 13F CATERPILLAR COM 149123101 5,869 76 1.31 1,127 -10.63 0.1010
2021-08-06 2021-06-30 13F CATERPILLAR COM 149123101 5,793 68 1.19 1,261 -4.97 0.1132
2021-04-27 2021-03-31 13F CATERPILLAR COM 149123101 5,725 985 20.78 1,327 53.77 0.1300
2021-01-15 2020-12-31 13F CATERPILLAR COM 149123101 4,740 512 12.11 863 36.77 0.0930
2020-10-09 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 4,228 54 1.29 631 19.51 0.0811
2020-07-08 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 4,174 -726 -14.82 528 -7.21 0.0740
2020-04-24 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 4,900 1,444 41.78 569 13.12 0.1073
2020-01-22 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 3,456 170 5.17 503 21.20 0.0797
2019-10-22 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 3,286 602 22.43 415 13.39 0.0761
2019-08-02 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 2,684 -152 -5.36 366 -4.69 0.0736
2019-05-14 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 2,836 2,836 384 0.0934
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.