Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionUs Bancorp \de\
Latest Disclosed Ownership479,485 shares
Latest Disclosed Value $ 339,696,094
Us Bancorp \de\ reports 2.32% decrease in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - Us Bancorp \de\ filed a 13F-HR form disclosing ownership of 479,485 shares of Caterpillar Inc. (US:CAT) valued at $339,695,943 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 490,854 shares of Caterpillar Inc.. This represents a change in shares of -2.32% during the quarter. The current value of the position is $450,946,053 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)
2026-05-14 2026-03-31 13F CATERPILLAR COM 149123101 479,485 -11,369 -2.32 339,696 20.80 0.1271
2026-01-30 2025-12-31 13F CATERPILLAR COM 149123101 490,854 -15,194 -3.00 281,196 16.46 0.3295
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 506,048 -12,529 -2.42 241,461 19.94 0.2862
2025-07-24 2025-06-30 13F CATERPILLAR COM 149123101 518,577 -12,020 -2.27 201,317 15.04 0.2534
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 530,597 -18,185 -3.31 174,991 -12.10 0.2338
2025-02-05 2024-12-31 13F CATERPILLAR COM 149123101 548,782 -10,259 -1.84 199,076 -8.95 0.2606
2024-10-28 2024-09-30 13F CATERPILLAR COM 149123101 559,041 -42,124 -7.01 218,652 9.19 0.2808
2024-08-07 2024-06-30 13F CATERPILLAR COM 149123101 601,165 -18,464 -2.98 200,249 -11.80 0.2730
2024-05-08 2024-03-31 13F CATERPILLAR COM 149123101 619,629 -21,865 -3.41 227,051 19.71 0.3164
2024-02-09 2023-12-31 13F CATERPILLAR COM 149123101 641,494 -8,023 -1.24 189,671 6.97 0.2806
2023-11-03 2023-09-30 13F CATERPILLAR COM 149123101 649,517 -12,561 -1.90 177,318 8.85 0.2898
2023-08-10 2023-06-30 13F CATERPILLAR COM 149123101 662,078 -33,355 -4.80 162,904 2.36 0.2623
2023-05-09 2023-03-31 13F CATERPILLAR COMMON STOCK 149123101 695,433 -13,101 -1.85 159,143 -6.24 0.2689
2023-02-13 2022-12-31 13F CATERPILLAR COMMON STOCK 149123101 708,534 38,901 5.81 169,736 54.48 0.3005
2022-10-27 2022-09-30 13F CATERPILLAR COMMON STOCK 149123101 669,633 -6,497 -0.96 109,875 -9.09 0.2268
2022-08-01 2022-06-30 13F CATERPILLAR COMMON STOCK 149123101 676,130 34,093 5.31 120,866 -15.51 0.2343
2022-05-11 2022-03-31 13F CATERPILLAR COMMON STOCK 149123101 642,037 69,988 12.23 143,058 20.96 0.2381
2022-02-11 2021-12-31 13F CATERPILLAR COMMON STOCK 149123101 572,049 75,499 15.20 118,265 24.07 0.1865
2021-11-10 2021-09-30 13F CATERPILLAR COMMON STOCK 149123101 496,550 71,404 16.80 95,324 3.03 0.1793
2021-08-05 2021-06-30 13F CATERPILLAR COMMON STOCK 149123101 425,146 -3,708 -0.86 92,525 -6.95 0.1733
2021-04-28 2021-03-31 13F CATERPILLAR COMMON STOCK 149123101 428,854 14,338 3.46 99,439 31.79 0.2011
2021-02-04 2020-12-31 13F CATERPILLAR COMMON STOCK 149123101 414,516 2,936 0.71 75,451 22.91 0.1625
2020-11-10 2020-09-30 13F CATERPILLAR COMMON STOCK 149123101 411,580 -4,487 -1.08 61,386 16.63 0.1497
2020-08-07 2020-06-30 13F CATERPILLAR COMMON STOCK 149123101 416,067 -24,042 -5.46 52,633 3.06 0.1381
2020-05-13 2020-03-31 13F CATERPILLAR COMMON STOCK 149123101 440,109 -6,060 -1.36 51,070 -22.49 0.1593
2020-02-04 2019-12-31 13F CATERPILLAR COMMON STOCK 149123101 446,169 995 0.22 65,891 17.18 0.1685
2019-11-08 2019-09-30 13F CATERPILLAR COMMON STOCK 149123101 445,174 -6,373 -1.41 56,229 -8.63 0.1532
2019-08-13 2019-06-30 13F CATERPILLAR COMMON STOCK 149123101 451,547 -3,905 -0.86 61,541 -0.27 0.1715
2019-05-08 2019-03-31 13F CATERPILLAR COMMON STOCK 149123101 455,452 2,623 0.58 61,708 7.24 0.1781
2019-02-13 2018-12-31 13F CATERPILLAR COMMON STOCK 149123101 452,829 3,695 0.82 57,541 -15.99 0.1858
2018-10-31 2018-09-30 13F CATERPILLAR COMMON STOCK 149123101 449,134 240 0.05 68,489 12.46 0.1983
2018-08-08 2018-06-30 13F CATERPILLAR COMMON STOCK 149123101 448,894 -6,390 -1.40 60,902 -9.24 0.1866
2018-05-08 2018-03-31 13F CATERPILLAR COMMON STOCK 149123101 455,284 -8,593 -1.85 67,099 -8.21 0.2059
2018-02-02 2017-12-31 13F CATERPILLAR COMMON STOCK 149123101 463,877 -8,305 -1.76 73,097 24.13 0.2235
2017-11-13 2017-09-30 13F CATERPILLAR COMMON STOCK 149123101 472,182 -8,753 -1.82 58,887 13.94 0.1886
2017-07-19 2017-06-30 13F CATERPILLAR COMMON STOCK 149123101 480,935 -2,602 -0.54 51,682 15.23 0.1724
2017-05-03 2017-03-31 13F CATERPILLAR COMMON STOCK 149123101 483,537 -9,227 -1.87 44,852 -1.86 0.1536
2017-02-08 2016-12-31 13F CATERPILLAR COMMON STOCK 149123101 492,764 -13,164 -2.60 45,700 1.75 0.1644
2016-11-04 2016-09-30 13F CATERPILLAR COMMON STOCK 149123101 505,928 -39,580 -7.26 44,912 8.60 0.1665
2016-08-10 2016-06-30 13F CATERPILLAR COMMON STOCK 149123101 545,508 -14,227 -2.54 41,354 -3.47 0.1573
2016-05-13 2016-03-31 13F CATERPILLAR COMMON STOCK 149123101 559,735 -4,464 -0.79 42,841 11.73 0.1684
2016-02-10 2015-12-31 13F CATERPILLAR COMMON STOCK 149123101 564,199 -85,715 -13.19 38,342 -9.74 0.1543
2015-11-16 2015-09-30 13F CATERPILLAR COMMON STOCK 149123101 649,914 -117,558 -15.32 42,478 -34.75 0.1781
2015-08-10 2015-06-30 13F CATERPILLAR COMMON STOCK 149123101 767,472 -25,343 -3.20 65,097 2.60 0.2523
2015-05-08 2015-03-31 13F CATERPILLAR COMMON STOCK 149123101 792,815 49,579 6.67 63,449 -6.73 0.2438
2015-02-13 2014-12-31 13F CATERPILLAR COMMON STOCK 149123101 743,236 24,884 3.46 68,028 -4.37 0.2630
2014-11-14 2014-09-30 13F CATERPILLAR COMMON STOCK 149123101 718,352 -5,791 -0.80 71,138 -9.60 0.2882
2014-08-14 2014-06-30 13F CATERPILLAR COMMON STOCK 149123101 724,143 -14,871 -2.01 78,693 7.18 0.3136
2014-05-14 2014-03-31 13F CATERPILLAR COMMON STOCK 149123101 739,014 -76,304 -9.36 73,423 -0.83 0.3009
2014-02-13 2013-12-31 13F CATERPILLAR COMMON STOCK 149123101 815,318 -22,347 -2.67 74,039 5.98 0.2999
2013-11-07 2013-09-30 13F CATERPILLAR COMMON STOCK 149123101 837,665 48,168 6.10 69,861 7.27 0.3087
2013-08-09 2013-06-30 13F CATERPILLAR COMMON STOCK 149123101 789,497 789,497 65,125 0.2971
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.