Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionWealth Architects, LLC
Latest Disclosed Ownership5,788 shares
Latest Disclosed Value $ 4,100,432
Wealth Architects, LLC reports 1.58% decrease in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Wealth Architects, LLC filed a 13F-HR form disclosing ownership of 5,788 shares of Caterpillar Inc. (US:CAT) valued at $4,100,566 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,881 shares of Caterpillar Inc.. This represents a change in shares of -1.58% during the quarter. The current value of the position is $5,360,730 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)
2026-05-15 2026-03-31 13F CATERPILLARINC Equities 149123101 5,788 -93 -1.58 4,100 21.73 0.3655
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 5,881 -105 -1.75 3,369 17.93 0.3036
2025-11-13 2025-09-30 13F CATERPILLAR COM 149123101 5,986 -23 -0.38 2,856 22.47 0.2697
2025-07-25 2025-06-30 13F CATERPILLAR COM 149123101 6,009 121 2.06 2,333 20.14 0.2370
2025-05-14 2025-03-31 13F/A-1 CATERPILLAR COM 149123101 5,888 1,749 42.26 1,942 29.31 0.2142
2025-05-12 2025-03-31 13F CATERPILLAR COM 149123101 22,634 18,495 574 0.0633
2025-02-10 2024-12-31 13F CATERPILLAR COM 149123101 4,139 628 17.89 1,501 9.32 0.1695
2024-10-31 2024-09-30 13F CATERPILLAR COM 149123101 3,511 -8 -0.23 1,373 17.15 0.1554
2024-08-08 2024-06-30 13F CATERPILLAR COM 149123101 3,519 -2 -0.06 1,172 -9.15 0.1432
2024-05-13 2024-03-31 13F CATERPILLAR COM 149123101 3,521 8 0.23 1,290 24.28 0.1700
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 3,513 30 0.86 1,039 9.26 0.1457
2023-11-09 2023-09-30 13F CATERPILLAR COM 149123101 3,483 88 2.59 951 13.77 0.1617
2023-08-02 2023-06-30 13F CATERPILLAR COM 149123101 3,395 0 0.00 835 7.46 0.1379
2023-04-21 2023-03-31 13F CATERPILLAR COM 149123101 3,395 4 0.12 777 -4.31 0.1376
2023-02-10 2022-12-31 13F CATERPILLAR COM 149123101 3,391 -36 -1.05 812 44.48 0.1537
2022-10-24 2022-09-30 13F CATERPILLAR COM 149123101 3,427 -130 -3.65 562 -11.64 0.1176
2022-07-29 2022-06-30 13F CATERPILLAR COM 149123101 3,557 15 0.42 636 -19.39 0.1243
2022-05-17 2022-03-31 13F CATERPILLAR COM 149123101 3,542 102 2.97 789 10.97 0.1341
2022-01-19 2021-12-31 13F CATERPILLAR COM 149123101 3,440 97 2.90 711 10.75 0.1247
2021-11-09 2021-09-30 13F CATERPILLAR COM 149123101 3,343 88 2.70 642 -9.32 0.1246
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 3,255 -87 -2.60 708 -8.65 0.1387
2021-04-29 2021-03-31 13F CATERPILLAR COM 149123101 3,342 518 18.34 775 50.78 0.1678
2021-01-28 2020-12-31 13F CATERPILLAR COM 149123101 2,824 89 3.25 514 25.98 0.1196
2020-11-09 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 2,735 100 3.80 408 22.52 0.1107
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 2,635 4 0.15 333 9.18 0.0934
2020-04-23 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 2,631 -184 -6.54 305 -26.68 0.1058
2020-01-28 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 2,815 -15 -0.53 416 16.20 0.1162
2019-10-23 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 2,830 -67 -2.31 358 -9.37 0.1090
2019-07-12 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 2,897 230 8.62 395 9.42 0.1190
2019-05-01 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 2,667 100 3.90 361 10.74 0.1125
2019-01-17 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 2,567 -147 -5.42 326 -21.26 0.1171
2018-10-04 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 2,714 21 0.78 414 13.42 0.1277
2018-07-19 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 2,693 185 7.38 365 -1.35 0.1181
2018-04-13 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 2,508 16 0.64 370 -5.85 0.1225
2018-04-13 2017-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 2,492 -32 -1.27 393 24.76 0.1289
2018-01-30 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 2,492 -32 393 0.1286
2017-11-08 2017-09-30 13F CATERPILLARINC COM 149123101 2,524 2 0.08 315 16.24 0.1095
2017-08-10 2017-06-30 13F CATERPILLARINC COM 149123101 2,522 -25 -0.98 271 14.83 0.1009
2017-05-02 2017-03-31 13F CATERPILLARINC COM 149123101 2,547 1 0.04 236 0.00 0.0938
2017-02-09 2016-12-31 13F CATERPILLARINC COM 149123101 2,546 1 0.04 236 4.89 0.1051
2016-11-07 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 2,545 2,545 -0.04 225 -4.66 0.1041
2015-11-10 2015-09-30 13F CATERPILLARINC COM 149123101 0 -2,615 -100.00 0 -100.00
2015-08-06 2015-06-30 13F CATERPILLARINC COM 149123101 2,615 0 0.00 222 6.22 0.1193
2015-04-28 2015-03-31 13F CATERPILLARINC COM 149123101 2,615 -89 -3.29 209 -15.38 0.1203
2015-02-11 2014-12-31 13F CATERPILLARINC COM 149123101 2,704 2,704 247 0.1451
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.