Caterpillar Inc.
CH ˙ SWX ˙ US1491231015
146,00 CHF 0,00 (0,00%)
2019-12-27
DEL PRIS
SecurityCH:CAT / Caterpillar Inc.
InstitutionBenin Management CORP
Latest Disclosed Ownership3,665 shares
Latest Disclosed Value $ 2,596,506
Benin Management CORP reports 23.61% increase in ownership of CAT / Caterpillar Inc.

On April 10, 2026 - Benin Management CORP filed a 13F-HR form disclosing ownership of 3,665 shares of Caterpillar Inc. (CH:CAT) valued at $2,596,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 2,965 shares of Caterpillar Inc.. This represents a change in shares of 23.61% during the quarter. The current value of the position is $535,090 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)
2026-04-10 2026-03-31 13F CATERPILLAR COM 149123101 3,665 700 23.61 2,597 52.89 0.5837
2026-01-12 2025-12-31 13F CATERPILLAR COM 149123101 2,965 -200 -6.32 1,699 12.45 0.3791
2025-10-20 2025-09-30 13F CATERPILLAR COM 149123101 3,165 0 0.00 1,510 22.96 0.3573
2025-07-30 2025-06-30 13F CATERPILLAR COM 149123101 3,165 0 0.00 1,229 17.74 0.3208
2025-04-10 2025-03-31 13F CATERPILLAR COM 149123101 3,165 68 2.20 1,044 -7.12 0.2970
2025-01-21 2024-12-31 13F CATERPILLAR COM 149123101 3,097 0 0.00 1,123 -7.27 0.3097
2024-10-21 2024-09-30 13F CATERPILLAR COM 149123101 3,097 -1 -0.03 1,211 17.46 0.3406
2024-07-23 2024-06-30 13F CATERPILLAR COM 149123101 3,098 50 1.64 1,032 -7.62 0.3135
2024-04-15 2024-03-31 13F CATERPILLAR COM 149123101 3,048 19 0.63 1,117 24.69 0.3532
2024-01-25 2023-12-31 13F CATERPILLAR COM 149123101 3,029 43 1.44 896 9.82 0.3053
2023-10-19 2023-09-30 13F CATERPILLAR COM 149123101 2,986 0 0.00 815 11.04 0.3023
2023-07-24 2023-06-30 13F CATERPILLAR COM 149123101 2,986 0 0.00 735 7.47 0.2630
2023-04-25 2023-03-31 13F CATERPILLAR COM 149123101 2,986 230 8.35 683 3.48 0.2594
2023-02-27 2022-12-31 13F CATERPILLAR COM 149123101 2,756 0 0.00 660 46.02 0.2673
2022-10-21 2022-09-30 13F CATERPILLAR COM 149123101 2,756 0 0.00 452 -8.32 0.1883
2022-08-03 2022-06-30 13F CATERPILLAR COM 149123101 2,756 0 0.00 493 -19.71 0.1866
2022-04-21 2022-03-31 13F CATERPILLAR COM 149123101 2,756 0 0.00 614 7.72 0.1886
2022-01-19 2021-12-31 13F CATERPILLAR COM 149123101 2,756 0 0.00 570 7.75 0.1724
2021-10-25 2021-09-30 13F CATERPILLAR COM 149123101 2,756 0 0.00 529 -11.83 0.1686
2021-07-21 2021-06-30 13F CATERPILLAR COM 149123101 2,756 0 0.00 600 -6.10 0.1906
2021-04-27 2021-03-31 13F CATERPILLAR COM 149123101 2,756 0 0.00 639 27.29 0.2267
2021-01-25 2020-12-31 13F CATERPILLAR COM 149123101 2,756 0 0.00 502 22.14 0.2021
2020-10-22 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 2,756 0 0.00 411 17.77 0.1838
2020-07-22 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 2,756 0 0.00 349 9.06 0.1571
2020-04-20 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 2,756 -1,027 -27.15 320 -42.75 0.1668
2020-01-23 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 3,783 0 0.00 559 16.95 0.2360
2019-10-22 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 3,783 0 0.00 478 -7.36 0.1989
2019-07-31 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 3,783 102 2.77 516 3.41 0.2209
2019-04-24 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 3,681 0 0.00 499 6.62 0.2144
2019-01-22 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 3,681 0 0.00 468 -16.58 0.2315
2018-10-17 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 3,681 -100 -2.64 561 9.36 0.2249
2018-07-20 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 3,781 -100 -2.58 513 -10.31 0.2300
2018-04-24 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 3,881 40 1.04 572 -5.45 0.2572
2018-01-18 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 3,841 -300 -7.24 605 17.25 0.2425
2017-10-13 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 4,141 0 0.00 516 15.96 0.2080
2017-07-24 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 4,141 0 0.00 445 15.89 0.1914
2017-04-19 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 4,141 -3,800 -47.85 384 -47.83 0.1745
2017-01-27 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 7,941 0 0.00 736 4.40 0.3381
2016-10-21 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 7,941 0 0.00 705 17.11 0.3410
2016-07-12 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 7,941 200 2.58 602 1.52 0.3113
2016-04-19 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 7,741 -100 -1.28 593 11.26 0.3216
2016-01-14 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 7,841 -4,500 -36.46 533 -33.95 0.2960
2015-10-13 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 12,341 -400 -3.14 807 -25.35 0.4382
2015-07-17 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 12,741 -100 -0.78 1,081 5.16 0.5761
2015-04-20 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 12,841 0 0.00 1,028 -12.51 0.5525
2015-01-21 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 12,841 -1,500 -10.46 1,175 -17.25 0.6231
2014-10-16 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 14,341 -500 -3.37 1,420 -11.97 0.7278
2014-07-18 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 14,841 -3,850 -20.60 1,613 -13.14 0.8777
2014-05-01 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 18,691 -1,100 -5.56 1,857 3.34 1.1350
2014-02-04 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 19,791 -394 -1.95 1,797 6.77 1.1182
2013-10-29 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 20,185 -300 -1.46 1,683 -0.41 1.0384
2013-07-24 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 20,485 20,485 1,690 1.0412
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.