Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionGarrison Point Advisors, Llc
Latest Disclosed Ownership4,091 shares
Latest Disclosed Value $ 2,898,310
Garrison Point Advisors, Llc reports 7.40% decrease in ownership of CAT / Caterpillar Inc.

On May 12, 2026 - Garrison Point Advisors, Llc filed a 13F-HR form disclosing ownership of 4,091 shares of Caterpillar Inc. (US:CAT) valued at $2,898,310 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,418 shares of Caterpillar Inc.. This represents a change in shares of -7.40% during the quarter. The current value of the position is $3,789,002 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)
2026-05-12 2026-03-31 13F CATERPILLAR COM 149123101 4,091 -327 -7.40 2,898 14.55 1.3223
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 4,418 -260 -5.56 2,531 13.35 1.1206
2025-10-22 2025-09-30 13F CATERPILLAR COM 149123101 4,678 -137 -2.85 2,232 19.42 0.9362
2025-08-06 2025-06-30 13F CATERPILLAR COM 149123101 4,815 -175 -3.51 1,869 13.62 0.8580
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 4,990 -115 -2.25 1,646 -11.13 0.7982
2025-02-13 2024-12-31 13F CATERPILLAR COM 149123101 5,105 -45 -0.87 1,852 -8.09 0.8785
2024-10-23 2024-09-30 13F CATERPILLAR COM 149123101 5,150 -30 -0.58 2,014 16.75 1.2467
2024-08-07 2024-06-30 13F CATERPILLAR COM 149123101 5,180 45 0.88 1,725 -8.29 1.1388
2024-05-09 2024-03-31 13F CATERPILLAR COM 149123101 5,135 25 0.49 1,882 24.57 1.2098
2024-02-08 2023-12-31 13F CATERPILLAR COM 149123101 5,110 -45 -0.87 1,511 7.32 1.0655
2023-10-18 2023-09-30 13F CATERPILLAR COM 149123101 5,155 -195 -3.64 1,407 6.91 1.0890
2023-07-25 2023-06-30 13F CATERPILLAR COM 149123101 5,350 0 0.00 1,316 7.52 0.9484
2023-05-05 2023-03-31 13F CATERPILLAR COM 149123101 5,350 -5 -0.09 1,224 -4.52 0.9183
2023-02-01 2022-12-31 13F CATERPILLAR COM 149123101 5,355 -15 -0.28 1,283 45.52 1.0492
2022-10-20 2022-09-30 13F CATERPILLAR COM 149123101 5,370 0 0.00 881 -8.23 0.7863
2022-08-10 2022-06-30 13F CATERPILLAR COM 149123101 5,370 0 0.00 960 -19.80 0.7968
2022-05-06 2022-03-31 13F CATERPILLAR COM 149123101 5,370 0 0.00 1,197 7.84 0.8376
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 5,370 0 0.00 1,110 7.66 0.7365
2021-11-04 2021-09-30 13F CATERPILLAR COM 149123101 5,370 100 1.90 1,031 -10.11 0.7493
2021-08-02 2021-06-30 13F CATERPILLAR COM 149123101 5,270 -20 -0.38 1,147 -6.52 0.8266
2021-05-04 2021-03-31 13F CATERPILLAR COM 149123101 5,290 -15 -0.28 1,227 27.02 0.9529
2021-01-28 2020-12-31 13F CATERPILLAR COM 149123101 5,305 -150 -2.75 966 18.67 0.7773
2020-10-27 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 5,455 -158 -2.81 814 14.65 0.7385
2020-08-03 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 5,613 58 1.04 710 10.08 0.7029
2020-04-20 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 5,555 -335 -5.69 645 -25.86 0.7880
2020-01-24 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 5,890 0 0.00 870 16.94 0.7975
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 5,890 0 0.00 744 -7.35 0.7365
2019-07-30 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 5,890 -50 -0.84 803 -0.25 0.8056
2019-05-08 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 5,940 0 0.00 805 6.62 0.8393
2019-02-09 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 5,940 5,940 755 0.9319
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.