Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionPacer Advisors, Inc.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Pacer Advisors, Inc. closes position in CAT / Caterpillar Inc.

On May 6, 2026 - Pacer Advisors, Inc. filed a 13F-HR form disclosing ownership of 0 shares of Caterpillar Inc. (US:CAT) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 24, 2026 disclosing 42,458 shares of Caterpillar Inc.. This represents a change in shares of -100.00% during the quarter. The current value of the position is $0 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)
2026-05-06 2026-03-31 13F Caterpillar Common Stock - Domestic 149123101 0 -42,458 -100.00 0 -100.00
2026-02-24 2025-12-31 13F/A-1 Caterpillar Common Stock - Domestic 149123101 42,458 4,188 10.94 24,323 33.20 0.0621
2025-10-15 2025-09-30 13F Caterpillar Common Stock - Domestic 149123101 38,270 8 0.02 18,261 22.94 0.0460
2025-08-12 2025-06-30 13F Caterpillar Common Stock - Domestic 149123101 38,262 -1,376,018 -97.29 14,854 -96.82 0.0369
2025-05-06 2025-03-31 13F Caterpillar Common Stock - Domestic 149123101 1,414,280 1,364,183 2,723.08 466,430 2,466.60 1.0916
2025-01-22 2024-12-31 13F Caterpillar Common Stock - Domestic 149123101 50,097 4,167 9.07 18,173 1.16 0.0392
2024-11-12 2024-09-30 13F Caterpillar Common Stock - Domestic 149123101 45,930 824 1.83 17,964 19.57 0.0380
2024-08-13 2024-06-30 13F Caterpillar Common Stock - Domestic 149123101 45,106 3,211 7.66 15,025 -2.13 0.0340
2024-05-10 2024-03-31 13F Caterpillar Common Stock - Domestic 149123101 41,895 -1,741 -3.99 15,352 18.99 0.0353
2024-01-16 2023-12-31 13F CATERPILLAR Common Stock - Domestic 149123101 43,636 8,767 25.14 12,902 35.53 0.0365
2023-11-13 2023-09-30 13F CATERPILLAR Common Stock - Domestic 149123101 34,869 683 2.00 9,519 13.17 0.0365
2023-07-12 2023-06-30 13F CATERPILLAR Common Stock - Domestic 149123101 34,186 -470 -1.36 8,411 6.07 0.0339
2023-05-02 2023-03-31 13F CATERPILLAR Common Stock - Domestic 149123101 34,656 32,472 1,486.81 7,931 1,416.25 0.0339
2023-02-06 2022-12-31 13F CATERPILLAR Common Stock - Domestic 149123101 2,184 1,108 102.97 523 195.48 0.0027
2022-10-18 2022-09-30 13F CATERPILLAR Common Stock - Domestic 149123101 1,076 227 26.74 177 16.45 0.0012
2022-08-12 2022-06-30 13F CATERPILLAR Common Stock - Domestic 149123101 849 -28,455 -97.10 152 -97.67 0.0011
2022-04-05 2022-03-31 13F CATERPILLAR Common Stock - Domestic 149123101 29,304 -488 -1.64 6,530 6.02 0.0535
2022-02-03 2021-12-31 13F CATERPILLAR Common Stock - Domestic 149123101 29,792 -576 -1.90 6,159 5.64 0.0632
2021-10-15 2021-09-30 13F CATERPILLAR Common Stock - Domestic 149123101 30,368 -164 -0.54 5,830 -12.26 0.0736
2021-07-21 2021-06-30 13F CATERPILLAR Common Stock - Domestic 149123101 30,532 -2,778 -8.34 6,645 -13.97 0.0951
2021-04-05 2021-03-31 13F CATERPILLAR Common Stock 149123101 33,310 -1,223 -3.54 7,724 22.88 0.1342
2021-01-20 2020-12-31 13F CATERPILLAR Common Stock 149123101 34,533 -2,511 -6.78 6,286 13.77 0.1181
2020-10-19 2020-09-30 13F CATERPILLAR INC DEL Common Stock 149123101 37,044 -8,294 -18.29 5,525 -3.66 0.1175
2020-07-29 2020-06-30 13F CATERPILLAR INC DEL Common Stock 149123101 45,338 43,514 2,385.64 5,735 2,605.19 0.1161
2020-04-23 2020-03-31 13F CATERPILLAR INC DEL Common Stock 149123101 1,824 74 4.23 212 -17.83 0.0043
2020-02-10 2019-12-31 13F CATERPILLAR INC DEL Common Stock 149123101 1,750 -58,813 -97.11 258 -96.63 0.0117
2019-10-10 2019-09-30 13F CATERPILLAR INC DEL Common Stock 149123101 60,563 5,845 10.68 7,650 2.57 0.1720
2019-08-12 2019-06-30 13F CATERPILLAR INC DEL Common Stock 149123101 54,718 1,159 2.16 7,458 2.77 0.1824
2019-04-10 2019-03-31 13F CATERPILLAR INC DEL Common Stock 149123101 53,559 53,489 76,412.86 7,257 80,533.33 0.2014
2019-02-13 2018-12-31 13F CATERPILLAR INC DEL Common Stock 149123101 70 -31,882 -99.78 9 -99.82 0.0003
2018-11-14 2018-09-30 13F CATERPILLAR INC DEL Common Stock 149123101 31,952 4,376 15.87 4,872 30.23 0.1834
2018-08-14 2018-06-30 13F CATERPILLAR INC DEL Common Stock 149123101 27,576 4,712 20.61 3,741 11.01 0.1693
2018-05-14 2018-03-31 13F Caterpillar COM 149123101 22,864 3,993 21.16 3,370 13.32 0.1864
2018-02-14 2017-12-31 13F Caterpillar Com 149123101 18,871 -10,811 -36.42 2,974 -19.67 0.2087
2017-11-08 2017-09-30 13F Caterpillar Com 149123101 29,682 2,269 8.28 3,702 25.66 0.3280
2017-08-08 2017-06-30 13F CATERPILLAR INC DEL Com 149123101 27,413 14,763 116.70 2,946 151.15 0.2914
2017-05-09 2017-03-31 13F CATERPILLAR INC DEL Com 149123101 12,650 1,155 10.05 1,173 10.04 0.1438
2017-02-08 2016-12-31 13F CATERPILLAR INC DEL Com 149123101 11,495 -506 -4.22 1,066 0.09 0.1519
2016-11-10 2016-09-30 13F CATERPILLAR INC DEL Com 149123101 12,001 -72 -0.60 1,065 16.39 0.1619
2016-08-12 2016-06-30 13F CATERPILLAR INC DEL Com 149123101 12,073 591 5.15 915 4.10 0.1445
2016-05-13 2016-03-31 13F CATERPILLAR INC DEL Com 149123101 11,482 1,197 11.64 879 25.75 0.1995
2016-02-17 2015-12-31 13F CATERPILLAR INC DEL Com 149123101 10,285 10,285 -10.43 699 -20.48 0.1642
2015-05-29 2015-03-31 13F Caterpillar cs 149123101 0 -13,350 -100.00 0 -100.00
2015-02-18 2013-12-31 13F Caterpillar cs 149123101 13,350 13,350 1,222 0.2937
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.