Caterpillar Inc.
IT ˙ BIT ˙ US1491231015
803,40 € ↓ -1,20 (-0,15%)
2026-06-04
PREZZO DELLE AZIONI
SecurityIT:1CAT / Caterpillar Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership24,323 shares
Latest Disclosed Value $ 17,231,881
Integrated Wealth Concepts LLC reports 87.16% increase in ownership of 1CAT / Caterpillar Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 24,323 shares of Caterpillar Inc. (IT:1CAT) valued at $14,399,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,996 shares of Caterpillar Inc.. This represents a change in shares of 87.16% during the quarter. The current value of the position is $19,541,098 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 CATERPILLAR Common Stock 149123101 24,323 11,327 87.16 17,232 131.48 0.1374
2026-02-13 2025-12-31 13F CATERPILLAR Common Stock 149123101 12,996 -8,009 -38.13 7,445 -25.72 0.0885
2025-11-14 2025-09-30 13F CATERPILLAR Common Stock 149123101 21,005 2,223 11.84 10,022 37.46 0.0896
2025-08-14 2025-06-30 13F CATERPILLAR Common Stock 149123101 18,782 -1,282 -6.39 7,291 10.19 0.0731
2025-05-15 2025-03-31 13F CATERPILLAR Common Stock 149123101 20,064 1,840 10.10 6,617 0.11 0.0772
2025-02-14 2024-12-31 13F CATERPILLAR Common Stock 149123101 18,224 2,784 18.03 6,611 9.47 0.0768
2024-11-14 2024-09-30 13F CATERPILLAR Common Stock 149123101 15,440 14 0.09 6,039 17.52 0.0736
2024-08-14 2024-06-30 13F CATERPILLAR Common Stock 149123101 15,426 -1,052 -6.38 5,138 -14.91 0.0702
2024-05-15 2024-03-31 13F CATERPILLAR Common Stock 149123101 16,478 1,756 11.93 6,038 38.74 0.0875
2024-02-13 2023-12-31 13F CATERPILLAR Common Stock 149123101 14,722 -1,665 -10.16 4,353 -2.71 0.0713
2023-11-15 2023-09-30 13F CATERPILLAR Common Stock 149123101 16,387 595 3.77 4,474 15.14 0.0789
2023-08-15 2023-06-30 13F CATERPILLAR Common Stock 149123101 15,792 4,017 34.11 3,886 194,150.00 0.0666
2023-05-03 2023-03-31 13F CATERPILLAR Common Stock 149123101 11,775 4,942 72.33 3 100.00 0.0556
2023-02-13 2022-12-31 13F CATERPILLAR Common Stock 149123101 6,833 76 1.12 2 -99.91 0.0445
2022-11-14 2022-09-30 13F CATERPILLAR Common Stock 149123101 6,757 -561 -7.67 1,109 -15.21 0.0354
2022-08-08 2022-06-30 13F CATERPILLAR Common Stock 149123101 7,318 -473 -6.07 1,308 -24.65 0.0407
2022-05-12 2022-03-31 13F CATERPILLAR Common Stock 149123101 7,791 -56 -0.71 1,736 7.03 0.0531
2022-02-15 2021-12-31 13F CATERPILLAR Common Stock 149123101 7,847 840 11.99 1,622 20.59 0.0482
2021-11-15 2021-09-30 13F CATERPILLAR Common Stock 149123101 7,007 576 8.96 1,345 -3.93 0.0438
2021-08-13 2021-06-30 13F CATERPILLAR Common Stock 149123101 6,431 964 17.63 1,400 10.41 0.0496
2021-05-13 2021-03-31 13F CATERPILLAR Common Stock 149123101 5,467 -175 -3.10 1,268 23.47 0.0521
2021-02-12 2020-12-31 13F CATERPILLAR Common Stock 149123101 5,642 116 2.10 1,027 24.64 0.0486
2020-11-13 2020-09-30 13F CATERPILLAR Common Stock 149123101 5,526 1,159 26.54 824 49.28 0.0508
2020-07-30 2020-06-30 13F CATERPILLAR Common Stock 149123101 4,367 -957 -17.98 552 -10.68 0.0397
2020-05-18 2020-03-31 13F CATERPILLAR Common Stock 149123101 5,324 777 17.09 618 -7.90 0.0571
2020-02-20 2019-12-31 13F CATERPILLAR Common Stock 149123101 4,547 2,170 91.29 671 123.67 0.0566
2019-11-15 2019-09-30 13F CATERPILLAR Common Stock 149123101 2,377 306 14.78 300 11.52 0.0337
2019-08-15 2019-06-30 13F CATERPILLAR Common Stock 149123101 2,071 70 3.50 269 -0.74 0.0352
2019-05-15 2019-03-31 13F CATERPILLAR Common Stock 149123101 2,001 2,001 271 0.0459
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.