Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
810,00 € ↑9,20 (1,15%)
2026-06-04
PREZZO DELLE AZIONI
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionPlancorp, LLC
Latest Disclosed Ownership2,793 shares
Latest Disclosed Value $ 2,208,334
Plancorp, LLC reports 0.58% increase in ownership of CAT1 / Caterpillar Inc.

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 2,793 shares of Caterpillar Inc. (DE:CAT1) valued at $1,714,902 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,777 shares of Caterpillar Inc.. This represents a change in shares of 0.58% during the quarter. The current value of the position is $2,262,330 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)
2026-04-14 2026-03-31 13F CATERPILLAR COM 149123101 2,793 16 0.58 2,208 38.87 0.0628
2026-02-05 2025-12-31 13F CATERPILLAR COM 149123101 2,777 15 0.54 1,591 20.64 0.0481
2025-10-15 2025-09-30 13F CATERPILLAR COM 149123101 2,762 -26 -0.93 1,318 21.81 0.0413
2025-07-16 2025-06-30 13F CATERPILLAR COM 149123101 2,788 188 7.23 1,082 26.25 0.0375
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 2,600 145 5.91 858 -3.71 0.0340
2025-02-11 2024-12-31 13F CATERPILLAR COM 149123101 2,455 512 26.35 891 17.11 0.0366
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 1,943 -28 -1.42 760 15.85 0.0310
2024-08-09 2024-06-30 13F CATERPILLAR COM 149123101 1,971 32 1.65 657 -7.61 0.0285
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 1,939 114 6.25 711 31.73 0.0309
2024-02-09 2023-12-31 13F CATERPILLAR COM 149123101 1,825 53 2.99 540 11.59 0.0259
2023-11-08 2023-09-30 13F CATERPILLAR COM 149123101 1,772 245 16.04 484 28.80 0.0259
2023-07-26 2023-06-30 13F CATERPILLAR COM 149123101 1,527 57 3.88 376 11.61 0.0203
2023-05-11 2023-03-31 13F CATERPILLAR COM 149123101 1,470 -66 -4.30 336 -8.45 0.0189
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 1,536 -14 -0.90 368 44.49 0.0217
2022-11-10 2022-09-30 13F CATERPILLAR COM 149123101 1,550 -36 -2.27 254 -10.25 0.0169
2022-08-04 2022-06-30 13F CATERPILLAR COM 149123101 1,586 -7 -0.44 283 -20.28 0.0178
2022-05-13 2022-03-31 13F CATERPILLAR COM 149123101 1,593 -431 -21.29 355 -15.27 0.0231
2022-02-11 2021-12-31 13F CATERPILLAR COM 149123101 2,024 345 20.55 419 30.12 0.0266
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 1,679 151 9.88 322 -3.01 0.0223
2021-08-13 2021-06-30 13F CATERPILLAR COM 149123101 1,528 -20 -1.29 332 -7.52 0.0260
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 1,548 11 0.72 359 28.21 0.0791
2021-02-09 2020-12-31 13F CATERPILLAR COM 149123101 1,537 108 7.56 280 31.46 0.0690
2020-11-16 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,429 -478 -25.07 213 -11.62 0.0647
2020-08-11 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,907 32 1.71 241 10.55 0.0726
2020-05-14 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 1,875 -245 -11.56 218 -30.35 0.0844
2020-02-03 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 2,120 34 1.63 313 19.01 0.0959
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 2,086 102 5.14 263 -2.59 0.1004
2019-08-13 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 1,984 -4,079 -67.28 270 -67.11 0.1069
2019-05-14 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 6,063 100 1.68 821 8.31 0.3109
2019-02-14 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 5,963 31 0.52 758 -16.24 0.3440
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 5,932 51 0.87 905 13.41 0.3562
2018-08-14 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 5,881 1 0.02 798 -7.96 0.3188
2018-04-16 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 5,880 -54 -0.91 867 -7.27 0.2772
2018-01-19 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 5,934 191 3.33 935 30.95 0.3050
2017-10-11 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 5,743 -848 -12.87 714 0.71 0.2109
2017-07-25 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 6,591 -274 -3.99 709 11.30 0.2106
2017-05-12 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 6,865 105 1.55 637 1.59 0.1859
2017-02-14 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 6,760 6,760 -1.53 627 -1.57 0.1786
2016-05-16 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -4,080 -100.00 0 -100.00
2016-02-09 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 4,080 0 0.00 277 3.75 0.3309
2015-11-13 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 4,080 4,080 0.00 267 -3.61 0.2420
2015-08-14 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -4,080 -100.00 0 -100.00
2015-05-14 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 4,080 4,080 0.00 327 0.3255
2015-02-06 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -2,512 -100.00 0 -100.00
2014-11-12 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 2,512 -397 -13.65 249 -13.54 0.2617
2014-05-08 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 2,909 277 10.52 288 20.50 0.1955
2014-02-11 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 2,632 2,632 239 0.2097
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.