Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionWest Paces Advisors Inc.
Latest Disclosed Ownership1,396 shares
Latest Disclosed Value $ 989,010
West Paces Advisors Inc. reports 5.10% decrease in ownership of CAT / Caterpillar Inc.

On May 5, 2026 - West Paces Advisors Inc. filed a 13F-HR form disclosing ownership of 1,396 shares of Caterpillar Inc. (US:CAT) valued at $989,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,471 shares of Caterpillar Inc.. This represents a change in shares of -5.10% during the quarter. The current value of the position is $1,292,947 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)
2026-05-05 2026-03-31 13F CATERPILLAR COM 149123101 1,396 -75 -5.10 989 17.46 0.1916
2026-01-21 2025-12-31 13F CATERPILLAR COM 149123101 1,471 54 3.81 843 24.56 0.1630
2025-10-22 2025-09-30 13F CATERPILLAR COM 149123101 1,417 -50 -3.41 676 18.80 0.1346
2025-07-23 2025-06-30 13F CATERPILLAR COM 149123101 1,467 0 0.00 570 17.81 0.1212
2025-04-15 2025-03-31 13F CATERPILLAR INC COM Stock 149123101 1,467 0 0.00 484 -9.21 0.1102
2025-02-14 2024-12-31 13F CATERPILLAR INC COM Stock 149123101 1,467 -175 -10.66 532 -17.13 0.1299
2024-10-15 2024-09-30 13F CATERPILLAR INC COM Stock 149123101 1,642 1,398 572.95 642 692.59 0.1573
2024-07-17 2024-06-30 13F CATERPILLAR INC COM Stock 149123101 244 -5 -2.01 81 -10.99 0.0212
2024-04-15 2024-03-31 13F CATERPILLAR INC COM Stock 149123101 249 -15 -5.68 91 16.67 0.0240
2024-01-30 2023-12-31 13F CATERPILLAR INC COM Stock 149123101 264 7 2.72 78 11.43 0.0219
2023-12-18 2023-09-30 13F CATERPILLAR INC COM Stock 149123101 257 0 0.00 70 11.11 0.0220
2023-12-18 2023-06-30 13F CATERPILLAR INC COM Stock 149123101 257 0 0.00 63 8.62 0.0186
2023-12-18 2023-03-31 13F CATERPILLAR INC COM Stock 149123101 257 39 17.89 59 11.54 0.0183
2023-12-18 2022-12-31 13F CATERPILLAR INC COM Stock 149123101 218 0 0.00 52 48.57 0.0166
2023-12-19 2022-09-30 13F CATERPILLAR INC COM Stock 149123101 218 0 0.00 36 -7.89 0.0127
2023-12-19 2022-06-30 13F CATERPILLAR INC COM Stock 149123101 218 0 0.00 39 -20.83 0.0133
2023-12-19 2022-03-31 13F CATERPILLAR INC COM Stock 149123101 218 -25 -10.29 49 -4.00 0.0152
2023-12-20 2021-12-31 13F CATERPILLAR INC COM Stock 149123101 243 13 5.65 50 13.64 0.0157
2023-12-20 2021-09-30 13F CATERPILLAR INC COM Stock 149123101 230 0 0.00 44 -12.00 0.0155
2023-12-20 2021-06-30 13F CATERPILLAR INC COM Stock 149123101 230 12 5.50 50 0.00 0.0184
2023-12-20 2021-03-31 13F CATERPILLAR INC COM Stock 149123101 218 0 0.00 51 28.21 0.0203
2023-12-20 2020-12-31 13F CATERPILLAR INC COM Stock 149123101 218 0 0.00 40 21.88 0.0177
2023-12-20 2020-09-30 13F CATERPILLAR INC COM Stock 149123101 218 0 0.00 33 18.52 0.0166
2023-12-20 2020-06-30 13F CATERPILLAR INC COM Stock 149123101 218 0 0.00 28 8.00 0.0149
2023-12-21 2020-03-31 13F CATERPILLAR INC COM Stock 149123101 218 -40 -15.50 25 -34.21 0.0161
2023-12-22 2019-12-31 13F CATERPILLAR INC COM Stock 149123101 258 0 0.00 38 18.75 0.0207
2023-12-22 2019-09-30 13F CATERPILLAR INC COM Stock 149123101 258 0 0.00 33 -8.57 0.0195
2023-12-22 2019-06-30 13F CATERPILLAR INC COM Stock 149123101 258 0 0.00 35 2.94 0.0220
2023-12-22 2019-03-31 13F CATERPILLAR INC COM Stock 149123101 258 0 0.00 35 6.25 0.0245
2023-12-22 2018-12-31 13F CATERPILLAR INC COM Stock 149123101 258 0 0.00 33 -17.95 0.0253
2023-12-21 2018-09-30 13F CATERPILLAR INC COM Stock 149123101 258 0 0.00 39 11.43 0.0283
2023-12-22 2018-06-30 13F CATERPILLAR INC COM Stock 149123101 258 0 0.00 35 -7.89 0.0262
2023-12-22 2018-03-31 13F CATERPILLAR INC COM Stock 149123101 258 0 0.00 38 -5.00 0.0283
2023-12-22 2017-12-31 13F CATERPILLAR INC COM Stock 149123101 258 0 0.00 41 25.00 0.0301
2023-12-22 2017-09-30 13F CATERPILLAR INC COM Stock 149123101 258 -45 -14.85 32 0.00 0.0243
2023-12-22 2017-06-30 13F CATERPILLAR INC COM Stock 149123101 303 0 0.00 33 14.29 0.0258
2023-12-22 2017-03-31 13F CATERPILLAR INC COM Stock 149123101 303 0 0.00 28 0.00 0.0224
2023-12-22 2016-12-31 13F CATERPILLAR INC COM Stock 149123101 303 303 28 0.0262
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.