Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionDavis R M Inc
Latest Disclosed Ownership19,121 shares
Latest Disclosed Value $ 13,546,371
Davis R M Inc reports 11.94% increase in ownership of CAT / Caterpillar Inc.

On May 13, 2026 - Davis R M Inc filed a 13F-HR form disclosing ownership of 19,121 shares of Caterpillar Inc. (US:CAT) valued at $13,546,464 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 17,082 shares of Caterpillar Inc.. This represents a change in shares of 11.94% during the quarter. The current value of the position is $17,709,488 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)
2026-05-13 2026-03-31 13F CATERPILLAR COM 149123101 19,121 2,039 11.94 13,546 38.44 0.2404
2026-02-12 2025-12-31 13F Caterpillar COM 149123101 17,082 7,323 75.04 9,786 110.16 0.1685
2025-11-12 2025-09-30 13F Caterpillar COM 149123101 9,759 6,074 164.83 4,656 225.59 0.0814
2025-08-07 2025-06-30 13F Caterpillar COM 149123101 3,685 -173 -4.48 1,430 12.42 0.0265
2025-05-08 2025-03-31 13F Caterpillar COM 149123101 3,858 20 0.52 1,272 -8.62 0.0255
2025-02-07 2024-12-31 13F Caterpillar COM 149123101 3,838 237 6.58 1,392 -1.14 0.0272
2024-11-13 2024-09-30 13F Caterpillar COM 149123101 3,601 482 15.45 1,409 35.51 0.0272
2024-08-09 2024-06-30 13F Caterpillar COM 149123101 3,119 -288 -8.45 1,039 -16.75 0.0211
2024-05-10 2024-03-31 13F Caterpillar COM 149123101 3,407 -82 -2.35 1,249 21.05 0.0261
2024-02-09 2023-12-31 13F Caterpillar COM 149123101 3,489 -110 -3.06 1,032 0.0238
2023-11-14 2023-09-30 13F Caterpillar COM 149123101 3,599 -47 -1.29 1 0.0247
2023-08-10 2023-06-30 13F Caterpillar COM 149123101 3,646 14 0.39 1 0.0215
2023-05-01 2023-03-31 13F Caterpillar COM 149123101 3,632 300 9.00 1 0.0212
2023-02-14 2022-12-31 13F Caterpillar COM 149123101 3,332 -1,171 -26.00 1 -100.00 0.0215
2022-11-08 2022-09-30 13F Caterpillar COM 149123101 4,503 -307 -6.38 739 -14.07 0.0214
2022-08-08 2022-06-30 13F Caterpillar COM 149123101 4,810 245 5.37 860 -15.44 0.0240
2022-05-05 2022-03-31 13F Caterpillar COM 149123101 4,565 1,200 35.66 1,017 46.12 0.0242
2022-02-08 2021-12-31 13F Caterpillar COM 149123101 3,365 -66 -1.92 696 5.61 0.0155
2021-11-08 2021-09-30 13F Caterpillar COM 149123101 3,431 -35 -1.01 659 -12.60 0.0163
2021-08-12 2021-06-30 13F Caterpillar COM 149123101 3,466 93 2.76 754 -3.58 0.0190
2021-05-10 2021-03-31 13F Caterpillar COM 149123101 3,373 173 5.41 782 34.13 0.0215
2021-01-27 2020-12-31 13F Caterpillar COM 149123101 3,200 1,446 82.44 583 122.52 0.0167
2020-12-01 2020-09-30 13F Caterpillar COM 149123101 1,754 -119 -6.35 262 10.55 0.0086
2020-07-20 2020-06-30 13F Caterpillar COM 149123101 1,873 4 0.21 237 9.22 0.0084
2020-04-24 2020-03-31 13F Caterpillar COM 149123101 1,869 -85 -4.35 217 -24.91 0.0090
2020-01-23 2019-12-31 13F Caterpillar COM 149123101 1,954 -169 -7.96 289 7.84 0.0095
2019-10-24 2019-09-30 13F Caterpillar COM 149123101 2,123 -194 -8.37 268 -15.19 0.0094
2019-07-31 2019-06-30 13F Caterpillar COM 149123101 2,317 -1,000 -30.15 316 -29.62 0.0112
2019-04-29 2019-03-31 13F Caterpillar COM 149123101 3,317 -257 -7.19 449 -1.10 0.0167
2019-01-18 2018-12-31 13F Caterpillar COM 149123101 3,574 -150 -4.03 454 -20.07 0.0186
2018-10-17 2018-09-30 13F Caterpillar COM 149123101 3,724 -375 -9.15 568 2.16 0.0206
2018-07-19 2018-06-30 13F CATERPILLAR COM 149123101 4,099 -1,062 -20.58 556 -26.94 0.0216
2018-04-19 2018-03-31 13F CATERPILLAR COM 149123101 5,161 -900 -14.85 761 -20.31 0.0303
2018-01-16 2017-12-31 13F CATERPILLAR COM 149123101 6,061 337 5.89 955 33.75 0.0374
2017-10-24 2017-09-30 13F CATERPILLAR COM 149123101 5,724 750 15.08 714 33.46 0.0295
2017-07-31 2017-06-30 13F CATERPILLAR COM 149123101 4,974 583 13.28 535 31.45 0.0226
2017-05-03 2017-03-31 13F CATERPILLAR COM 149123101 4,391 -329 -6.97 407 -7.08 0.0184
2017-01-18 2016-12-31 13F CATERPILLAR COM 149123101 4,720 0 0.00 438 4.53 0.0209
2016-10-19 2016-09-30 13F CATERPILLAR COM 149123101 4,720 -500 -9.58 419 5.81 0.0204
2016-07-14 2016-06-30 13F CATERPILLAR COM 149123101 5,220 290 5.88 396 5.04 0.0195
2016-04-18 2016-03-31 13F CATERPILLAR COM 149123101 4,930 -2,280 -31.62 377 -23.06 0.0192
2016-01-14 2015-12-31 13F CATERPILLAR COM 149123101 7,210 -8,769 -54.88 490 -53.07 0.0251
2015-10-16 2015-09-30 13F CATERPILLAR COM 149123101 15,979 -49,734 -75.68 1,044 -81.27 0.0558
2015-07-16 2015-06-30 13F CATERPILLAR COM 149123101 65,713 -13,412 -16.95 5,574 -11.97 0.2879
2015-04-17 2015-03-31 13F CATERPILLAR COM 149123101 79,125 -15,066 -16.00 6,332 -26.55 0.3331
2015-01-23 2014-12-31 13F CATERPILLAR COM 149123101 94,191 3,061 3.36 8,621 -4.48 0.4751
2014-10-20 2014-09-30 13F/A-2 CATERPILLAR COM 149123101 91,130 -280 -0.31 9,025 -9.15 0.5184
2014-10-20 2014-09-30 13F/A-1 CATERPILLAR COM 149123101 91,130 0 9,025 0.5184
2014-10-20 2014-09-30 13F CATERPILLAR COM 149123101 91,410 9,934
2014-07-15 2014-06-30 13F CATERPILLAR COM 149123101 91,410 2,215 2.48 9,934 12.08 0.5714
2014-04-15 2014-03-31 13F CATERPILLAR COM 149123101 89,195 4,342 5.12 8,863 15.01 0.5383
2014-01-27 2013-12-31 13F CATERPILLAR COM 149123101 84,853 6,122 7.78 7,706 17.36 0.4714
2013-10-23 2013-09-30 13F CATERPILLAR COM 149123101 78,731 6,520 9.03 6,566 10.22 0.4428
2013-08-12 2013-06-30 13F CATERPILLAR COM 149123101 72,211 72,211 5,957 0.4250
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.