Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership11,127,483 shares
Latest Disclosed Value $ 7,887,200,108
Geode Capital Management, Llc reports 4.88% increase in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 11,127,483 shares of Caterpillar Inc. (MX:CAT) valued at $7,887,200,108 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 10,610,182 shares of Caterpillar Inc.. This represents a change in shares of 4.88% during the quarter.

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 COM 149123101 11,127,483 517,301 4.88 7,887,200 29.88 0.2622
2026-02-09 2025-12-31 13F CATERPILLAR COM 149123101 10,610,182 94,524 0.90 6,072,572 21.22 0.3747
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 10,515,658 48,634 0.46 5,009,500 23.48 0.3196
2025-08-08 2025-06-30 13F CATERPILLAR COM 149123101 10,467,024 -49,594 -0.47 4,056,771 17.01 0.2844
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 10,516,618 66,848 0.64 3,467,033 -8.54 0.2726
2025-02-12 2024-12-31 13F CATERPILLAR COM 149123101 10,449,770 236,315 2.31 3,790,841 -4.92 0.2937
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 10,213,455 67,148 0.66 3,987,206 18.15 0.3229
2024-08-09 2024-06-30 13F CATERPILLAR COM 149123101 10,146,307 -73,405 -0.72 3,374,625 -9.73 0.2962
2024-05-13 2024-03-31 13F CATERPILLAR COM 149123101 10,219,712 346,730 3.51 3,738,255 28.39 0.3457
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 9,872,982 218,775 2.27 2,911,748 10.70 0.3046
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 9,654,207 121,962 1.28 2,630,328 12.44 0.3133
2023-08-11 2023-06-30 13F CATERPILLAR COM 149123101 9,532,245 156,608 1.67 2,339,234 9.25 0.2749
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 9,375,637 244,930 2.68 2,141,148 97,937.91 0.2780
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 9,130,707 110,026 1.22 2,184 -99.85 0.3065
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 9,020,681 131,017 1.47 1,478,971 -6.75 0.2243
2022-08-12 2022-06-30 13F CATERPILLAR COM 149123101 8,889,664 109,551 1.25 1,585,972 -18.71 0.2323
2022-05-13 2022-03-31 13F CATERPILLAR COM 149123101 8,780,113 160,943 1.87 1,951,105 9.80 0.2435
2022-02-11 2021-12-31 13F CATERPILLAR COM 149123101 8,619,170 52,169 0.61 1,776,940 8.36 0.2140
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 8,567,001 49,786 0.58 1,639,900 -11.27 0.2208
2021-08-13 2021-06-30 13F CATERPILLAR COM 149123101 8,517,215 185,421 2.23 1,848,094 -4.07 0.2546
2021-05-12 2021-03-31 13F CATERPILLAR COM 149123101 8,331,794 229,934 2.84 1,926,476 30.98 0.2947
2021-02-12 2020-12-31 13F CATERPILLAR COM 149123101 8,101,860 341,508 4.40 1,470,872 27.34 0.2469
2020-11-13 2020-09-30 13F CATERPILLAR COM 149123101 7,760,352 129,357 1.70 1,155,110 19.88 0.2263
2020-08-13 2020-06-30 13F CATERPILLAR COM 149123101 7,630,995 -56,197 -0.73 963,544 8.22 0.2061
2020-05-14 2020-03-31 13F CATERPILLAR COM 149123101 7,687,192 102,641 1.35 890,345 -20.33 0.2320
2020-02-20 2019-12-31 13F/A-1 CATERPILLAR COM 149123101 7,584,551 -73,985 -0.97 1,117,598 15.72 0.2336
2020-02-13 2019-12-31 13F CATERPILLAR COM 149123101 7,584,551 -73,985 1,117,598 142,428.0659
2019-11-12 2019-09-30 13F CATERPILLAR COM 149123101 7,658,536 62,496 0.82 965,813 -6.55 0.2254
2019-08-14 2019-06-30 13F CATERPILLAR COM 149123101 7,596,040 372,390 5.16 1,033,469 5.78 0.2501
2019-05-14 2019-03-31 13F CATERPILLAR COM 149123101 7,223,650 200,985 2.86 976,994 9.69 0.2531
2019-03-06 2018-12-31 13F/A-1 CATERPILLAR COM 149123101 7,022,665 321,277 4.79 890,658 -12.66 0.2753
2019-02-13 2018-12-31 13F CATERPILLAR COM 149123101 7,022,665 321,277 890,658
2018-11-13 2018-09-30 13F CATERPILLAR COM 149123101 6,701,388 22,496 0.34 1,019,799 12.79 0.2874
2018-08-14 2018-06-30 13F CATERPILLAR COM 149123101 6,678,892 152,892 2.34 904,193 -5.75 0.2780
2018-05-15 2018-03-31 13F CATERPILLAR COM 149123101 6,526,000 313,739 5.05 959,389 -1.79 0.3126
2018-02-13 2017-12-31 13F CATERPILLAR COM 149123101 6,212,261 323,920 5.50 976,845 33.29 0.3317
2017-11-14 2017-09-30 13F CATERPILLAR COM 149123101 5,888,341 382,384 6.94 732,858 24.09 0.2705
2017-08-14 2017-06-30 13F CATERPILLAR COM 149123101 5,505,957 -69,463 -1.25 590,590 14.36 0.2322
2017-06-21 2017-03-31 13F/A-1 CATERPILLAR INC DEL COM COM 149123101 5,575,420 419,191 8.13 516,423 8.13 0.2118
2017-05-12 2017-03-31 13F CATERPILLAR INC DEL COM COM 149123101 5,575,420 516,423
2017-02-14 2016-12-31 13F CATERPILLAR INC DEL COM COM 149123101 5,156,229 230,083 4.67 477,597 9.39 0.2221
2016-11-10 2016-09-30 13F CATERPILLAR INC DEL COM COM 149123101 4,926,146 206,955 4.39 436,582 22.25 0.2198
2016-08-12 2016-06-30 13F CATERPILLAR INC DEL COM COM 149123101 4,719,191 -37,341 -0.79 357,129 -1.71 0.1942
2016-05-13 2016-03-31 13F CATERPILLAR INC DEL COM COM 149123101 4,756,532 86,689 1.86 363,332 14.72 0.1928
2016-02-12 2015-12-31 13F CATERPILLAR INC DEL COM COM 149123101 4,669,843 -172,214 -3.56 316,709 0.27 0.1805
2015-11-13 2015-09-30 13F CATERPILLAR INC DEL COM COM 149123101 4,842,057 21,944 0.46 315,870 -22.59 0.1916
2015-08-14 2015-06-30 13F CATERPILLAR INC DEL COM COM 149123101 4,820,113 -65,263 -1.34 408,056 4.52 0.2330
2015-05-14 2015-03-31 13F CATERPILLAR INC DEL COM COM 149123101 4,885,376 50,812 1.05 390,391 -11.67 0.2231
2015-02-12 2014-12-31 13F CATERPILLAR INC DEL COM COM 149123101 4,834,564 122,955 2.61 441,971 -5.16 0.2629
2014-11-14 2014-09-30 13F CATERPILLAR INC DEL COM COM 149123101 4,711,609 23,321 0.50 466,009 -8.48 0.3021
2014-08-13 2014-06-30 13F CATERPILLAR INC DEL COM COM 149123101 4,688,288 -152,645 -3.15 509,178 5.89 0.3292
2014-05-14 2014-03-31 13F CATERPILLAR INC DEL COM COM 149123101 4,840,933 73,626 1.54 480,843 11.10 0.3225
2014-02-14 2013-12-31 13F CATERPILLAR INC DEL COM COM 149123101 4,767,307 225,257 4.96 432,794 14.32 0.3000
2013-11-14 2013-09-30 13F CATERPILLAR INC DEL COM COM 149123101 4,542,050 20,452 0.45 378,577 1.52 0.3035
2013-08-14 2013-06-30 13F CATERPILLAR INC DEL COM COM 149123101 4,521,598 4,521,598 372,910 0.3278
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.