Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership3,517 shares
Latest Disclosed Value $ 2,491,662
CRA Financial Services, LLC reports 0.98% increase in ownership of CAT / Caterpillar Inc.

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 3,517 shares of Caterpillar Inc. (US:CAT) valued at $2,491,654 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 3,483 shares of Caterpillar Inc.. This represents a change in shares of 0.98% during the quarter. The current value of the position is $3,307,668 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 3,517 34 0.98 2,492 24.86 0.3236
2026-01-16 2025-12-31 13F CATERPILLAR COM 149123101 3,483 10 0.29 1,995 20.40 0.2611
2025-10-16 2025-09-30 13F CATERPILLAR COM 149123101 3,473 25 0.73 1,657 23.84 0.2267
2025-07-14 2025-06-30 13F CATERPILLAR COM 149123101 3,448 11 0.32 1,339 18.09 0.2046
2025-04-16 2025-03-31 13F CATERPILLAR COM 149123101 3,437 -503 -12.77 1,134 -20.71 0.1940
2025-01-31 2024-12-31 13F CATERPILLAR COM 149123101 3,940 -328 -7.69 1,429 -14.38 0.2453
2024-10-10 2024-09-30 13F CATERPILLAR COM 149123101 4,268 0 0.00 1,669 17.45 0.3063
2024-07-12 2024-06-30 13F CATERPILLAR COM 149123101 4,268 -100 -2.29 1,422 -11.19 0.2869
2024-04-17 2024-03-31 13F CATERPILLAR COM 149123101 4,368 500 12.93 1,601 39.98 0.3477
2024-02-01 2023-12-31 13F CATERPILLAR COM 149123101 3,868 0 0.00 1,144 8.34 0.2799
2023-10-13 2023-09-30 13F CATERPILLAR COM 149123101 3,868 0 0.00 1,056 10.94 0.2906
2023-07-11 2023-06-30 13F CATERPILLAR COM 149123101 3,868 36 0.94 952 8.56 0.2572
2023-04-06 2023-03-31 13F CATERPILLAR COM 149123101 3,832 0 0.00 877 -4.47 0.2604
2023-01-24 2022-12-31 13F CATERPILLAR COM 149123101 3,832 0 0.00 918 45.79 0.3005
2022-10-24 2022-09-30 13F CATERPILLAR COM 149123101 3,832 0 0.00 629 -8.18 0.2263
2022-07-21 2022-06-30 13F CATERPILLAR COM 149123101 3,832 -600 -13.54 685 -30.67 0.2347
2022-04-15 2022-03-31 13F CATERPILLAR COM 149123101 4,432 950 27.28 988 37.22 0.2972
2022-01-20 2021-12-31 13F CATERPILLAR COM 149123101 3,482 -30 -0.85 720 6.82 0.2140
2021-10-12 2021-09-30 13F CATERPILLAR COM 149123101 3,512 0 0.00 674 -11.78 0.2281
2021-07-23 2021-06-30 13F CATERPILLAR COM 149123101 3,512 0 0.00 764 -6.14 0.2657
2021-04-16 2021-03-31 13F CATERPILLAR COM 149123101 3,512 30 0.86 814 28.39 0.3149
2021-01-27 2020-12-31 13F CATERPILLAR COM 149123101 3,482 120 3.57 634 26.55 0.2664
2020-10-14 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 3,362 -200 -5.61 501 11.09 0.2394
2020-07-22 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,562 -700 -16.42 451 -8.89 0.2382
2020-04-14 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 4,262 62 1.48 495 -20.16 0.3168
2020-01-28 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 4,200 0 0.00 620 16.76 0.3384
2019-11-07 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 4,200 -569 -11.93 531 -18.31 0.3212
2019-07-24 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 4,769 148 3.20 650 3.83 0.3905
2019-04-15 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 4,621 0 0.00 626 6.64 0.4079
2019-02-08 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 4,621 4,621 587 0.4237
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.