Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionPittenger & Anderson Inc
Latest Disclosed Ownership33,519 shares
Latest Disclosed Value $ 23,746,871
Pittenger & Anderson Inc reports 9.57% decrease in ownership of CAT / Caterpillar Inc.

On May 1, 2026 - Pittenger & Anderson Inc filed a 13F-HR form disclosing ownership of 33,519 shares of Caterpillar Inc. (MX:CAT) valued at $23,746,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 37,065 shares of Caterpillar Inc.. This represents a change in shares of -9.57% 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)
2026-05-01 2026-03-31 13F CATERPILLAR COM 149123101 33,519 -3,546 -9.57 23,747 11.84 0.9450
2026-02-02 2025-12-31 13F CATERPILLAR COM 149123101 37,065 -9 -0.02 21,233 20.04 0.8171
2025-11-03 2025-09-30 13F CATERPILLAR COM 149123101 37,074 -21 -0.06 17,690 22.84 0.6487
2025-07-30 2025-06-30 13F CATERPILLAR COM 149123101 37,095 336 0.91 14,401 18.78 0.5265
2025-05-01 2025-03-31 13F CATERPILLAR COM 149123101 36,759 -46 -0.12 12,123 -9.20 0.4443
2025-01-31 2024-12-31 13F CATERPILLAR COM 149123101 36,805 -565 -1.51 13,351 -8.65 0.4850
2024-10-30 2024-09-30 13F CATERPILLAR COM 149123101 37,370 200 0.54 14,616 18.05 0.5474
2024-08-09 2024-06-30 13F CATERPILLAR COM 149123101 37,170 -3,115 -7.73 12,381 -16.12 0.5087
2024-05-02 2024-03-31 13F CATERPILLAR COM 149123101 40,285 0 0.00 14,762 23.93 0.5996
2024-02-02 2023-12-31 13F CATERPILLAR COM 149123101 40,285 0 0.00 11,911 8.31 0.5336
2023-11-02 2023-09-30 13F CATERPILLAR COM 149123101 40,285 150 0.37 10,998 11.36 0.5547
2023-08-09 2023-06-30 13F CATERPILLAR COM 149123101 40,135 0 0.00 9,875 7.52 0.4750
2023-05-10 2023-03-31 13F CATERPILLAR COM 149123101 40,135 -292 -0.72 9,184 -5.16 0.4746
2023-02-10 2022-12-31 13F CATERPILLAR COM 149123101 40,427 -308 -0.76 9,685 44.88 0.5323
2022-11-15 2022-09-30 13F CATERPILLAR COM 149123101 40,735 1,725 4.42 6,684 -4.14 0.4015
2022-07-14 2022-06-30 13F CATERPILLAR COM 149123101 39,010 -130 -0.33 6,973 -20.04 0.4070
2022-04-28 2022-03-31 13F CATERPILLAR COM 149123101 39,140 292 0.75 8,721 8.59 0.4277
2022-02-10 2021-12-31 13F CATERPILLAR COM 149123101 38,848 10,000 34.66 8,031 45.02 0.3710
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 28,848 103 0.36 5,538 -11.48 0.2778
2021-08-13 2021-06-30 13F CATERPILLAR COM 149123101 28,745 1,625 5.99 6,256 -0.51 0.3204
2021-05-12 2021-03-31 13F CATERPILLAR COM 149123101 27,120 45 0.17 6,288 27.60 0.3391
2021-02-11 2020-12-31 13F CATERPILLAR COM 149123101 27,075 200 0.74 4,928 22.95 0.2795
2020-11-10 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 26,875 -725 -2.63 4,008 14.81 0.2559
2020-08-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 27,600 -195 -0.70 3,491 8.25 0.2456
2020-04-30 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 27,795 -3,600 -11.47 3,225 -30.44 0.2741
2020-02-12 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 31,395 0 0.00 4,636 16.89 0.3101
2019-11-14 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 31,395 -955 -2.95 3,966 -10.05 0.2860
2019-08-09 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 32,350 5,750 21.62 4,409 22.34 0.3299
2019-05-10 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 26,600 -125 -0.47 3,604 6.12 0.2819
2019-02-14 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 26,725 45 0.17 3,396 -16.52 0.3118
2018-10-12 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 26,680 0 0.00 4,068 12.38 0.3209
2018-08-15 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 26,680 -350 -1.29 3,620 -9.14 0.3095
2018-05-08 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 27,030 0 0.00 3,984 -6.46 0.3489
2018-02-13 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 27,030 4,643 20.74 4,259 52.54 0.3727
2017-11-13 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 22,387 237 1.07 2,792 17.31 0.2533
2017-08-10 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 22,150 20,550 1,284.38 2,380 1,508.11 0.2274
2017-05-15 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 1,600 450 39.13 148 38.32 0.0149
2017-02-16 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 1,150 -150 -11.54 107 -6.96 0.0114
2016-11-14 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 1,300 -25 -1.89 115 15.00 0.0128
2016-08-09 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 1,325 25 1.92 100 0.00 0.0110
2016-05-13 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 1,300 0 0.00 100 13.64 0.0116
2016-02-10 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 1,300 0 0.00 88 3.53 0.0110
2015-11-10 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 1,300 -18,345 -93.38 85 -94.90 0.0112
2015-08-14 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 19,645 -2,915 -12.92 1,666 -7.70 0.2138
2015-05-12 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 22,560 -16,405 -42.10 1,805 -49.38 0.2325
2015-02-18 2014-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 38,965 5,985 18.15 3,566 9.19 0.4702
2015-02-13 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 38,965 3,566
2014-11-13 2014-09-30 13F Caterpillar COM 149123101 32,980 1,675 5.35 3,266 -4.00 0.4788
2014-08-15 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 31,305 -545 -1.71 3,402 7.49 0.5010
2014-05-13 2014-03-31 13F CATERPILLAR COM 149123101 31,850 -195 -0.61 3,165 8.76 0.4412
2014-02-07 2013-12-31 13F CATERPILLAR COM 149123101 32,045 -1,060 -3.20 2,910 5.40 0.4082
2013-11-12 2013-09-30 13F CATERPILLAR COM 149123101 33,105 -3,472 -9.49 2,761 -8.49 0.4414
2013-08-08 2013-06-30 13F CATERPILLAR COM 149123101 36,577 36,577 3,017 0.5208
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.