Caterpillar Inc.
CH ˙ SWX ˙ US1491231015
146,00 CHF 0,00 (0,00%)
2019-12-27
DEL PRIS
SecurityCH:CAT / Caterpillar Inc.
InstitutionKBC Group NV
Latest Disclosed Ownership229,297 shares
Latest Disclosed Value $ 162,447
KBC Group NV reports 47.72% increase in ownership of CAT / Caterpillar Inc.

On May 7, 2026 - KBC Group NV filed a 13F-HR form disclosing ownership of 229,297 shares of Caterpillar Inc. (CH:CAT) valued at $162,447 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 155,227 shares of Caterpillar Inc.. This represents a change in shares of 47.72% during the quarter. The current value of the position is $33,477,362 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)
2026-05-07 2026-03-31 13F CATERPILLAR COM 149123101 229,297 74,070 47.72 162 84.09 0.4075
2026-01-26 2025-12-31 13F CATERPILLAR COM 149123101 155,227 8,732 5.96 89 27.54 0.2028
2026-01-20 2025-09-30 13F CATERPILLAR COM 149123101 146,495 3,352 2.34 70 25.45 0.1676
2025-08-08 2025-06-30 13F CATERPILLAR COM 149123101 143,143 -16,032 -10.07 56 5.77 0.1501
2025-04-25 2025-03-31 13F CATERPILLAR COM 149123101 159,175 -11,379 -6.67 52 -14.75 0.1629
2025-01-22 2024-12-31 13F CATERPILLAR COM 149123101 170,554 59,829 54.03 62 41.86 0.1705
2024-11-06 2024-09-30 13F CATERPILLAR COM 149123101 110,725 -58 -0.05 43 19.44 0.1308
2024-07-17 2024-06-30 13F CATERPILLAR COM 149123101 110,783 49,372 80.40 37 63.64 0.1115
2024-05-08 2024-03-31 13F CATERPILLAR COM 149123101 61,411 -37,343 -37.81 23 -24.14 0.0715
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 98,754 5,977 6.44 29 16.00 0.1035
2024-02-15 2023-09-30 13F/A-1 CATERPILLAR COM 149123101 92,777 -155 -0.17 25 13.64 0.1034
2023-11-22 2023-09-30 13F CATERPILLAR COM 149123101 92,431 0 23 0.0947
2024-02-15 2023-06-30 13F/A-1 CATERPILLAR COM 149123101 92,932 -21,320 -18.66 23 -15.38 0.0940
2023-07-28 2023-06-30 13F CATERPILLAR COM 149123101 92,431 -21,100 23 0.0947
2024-02-14 2023-03-31 13F/A-1 CATERPILLAR COM 149123101 114,252 7,063 6.59 26 4.00 0.1110
2023-05-04 2023-03-31 13F CATERPILLAR COM 149123101 113,531 64,179 26 0.1224
2024-02-14 2022-12-31 13F/A-1 CATERPILLAR COM 149123101 107,189 57,141 114.17 26 212.50 0.1246
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 49,352 -696 8 0.0000
2024-02-15 2022-09-30 13F/A-1 CATERPILLAR COM 149123101 50,048 -600 -1.18 8 -11.11 0.0427
2022-11-08 2022-09-30 13F CATERPILLAR COM 149123101 49,352 -1,296 8,098 0.0423
2024-02-14 2022-06-30 13F/A-1 CATERPILLAR COM 149123101 50,648 -16,522 -24.60 9 -35.71 0.0452
2022-07-26 2022-06-30 13F CATERPILLAR COM 149123101 49,938 -17,232 8,927 0.0449
2024-02-14 2022-03-31 13F/A-1 CATERPILLAR COM 149123101 67,170 9,285 16.04 15 27.27 0.0592
2022-05-06 2022-03-31 13F CATERPILLAR COM 149123101 67,170 9,285 14,967 0.0553
2024-02-14 2021-12-31 13F/A-1 CATERPILLAR COM 149123101 57,885 -25,875 -30.89 12 -99.93 0.0395
2022-02-03 2021-12-31 13F CATERPILLAR COM 149123101 57,885 -25,875 11,967 0.0375
2021-11-10 2021-09-30 13F CATERPILLAR COM 149123101 83,760 135 0.16 16,079 -11.65 0.0590
2022-02-15 2021-06-30 13F/A-1 CATERPILLAR COM 149123101 83,625 1,847 2.26 18,199 -4.02 0.0656
2021-08-11 2021-06-30 13F CATERPILLAR COM 149123101 83,625 1,847 18,199 0.0656
2022-02-14 2021-03-31 13F/A-1 CATERPILLAR COM 149123101 81,778 2,567 3.24 18,962 -86.85 0.0768
2021-04-26 2021-03-31 13F CATERPILLAR COM 149123101 81,778 2,567 18,962 0.0768
2022-02-14 2020-12-31 13F/A-1 CATERPILLAR COM 149123101 79,211 -1,911 -2.36 144,180 1,091.67 0.0678
2021-02-10 2020-12-31 13F CATERPILLAR COM 149123101 79,211 -1,911 14,418 0.0664
2022-02-14 2020-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 81,122 7,149 9.66 12,099 29.29 0.0713
2020-10-28 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 81,122 7,149 12,099 0.0716
2022-02-14 2020-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 73,973 -12,339 -14.30 9,358 -6.57 0.0618
2020-08-10 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 73,973 -12,339 9,358 0.0626
2020-05-04 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 86,312 -188,001 -68.54 10,016 -75.28 0.0838
2020-02-11 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 274,313 -47,267 -14.70 40,511 -0.26 0.2561
2019-11-07 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 321,580 -34,090 -9.58 40,618 -16.21 0.2979
2019-08-08 2019-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 355,670 -18,134 -4.85 48,474 -4.29 0.3753
2019-07-30 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 355,670 -281,963 48,474
2019-08-07 2019-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 373,804 -63,492 -14.52 50,646 -8.86 0.4173
2019-05-10 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 373,804 -63,492 50,646
2019-01-31 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 437,296 -79,778 -15.43 55,567 -29.53 0.6190
2018-11-14 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 517,074 42,859 9.04 78,849 22.56 0.5964
2018-08-03 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 474,215 50,967 12.04 64,337 3.14 0.5601
2018-08-03 2018-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 423,248 225,481 114.01 62,378 100.16 0.5770
2018-05-09 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 423,248 225,481 62,378
2018-08-03 2017-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 197,767 129,167 188.29 31,164 264.28 0.2665
2018-02-07 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 197,767 129,167 31,164
2017-11-13 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 68,600 4,375 6.81 8,555 23.95 0.0777
2017-08-04 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 64,225 4,297 7.17 6,902 24.16 0.0667
2017-05-10 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 59,928 8,092 15.61 5,559 15.64 0.0502
2017-02-16 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 51,836 7,056 15.76 4,807 20.93 0.0476
2016-11-03 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 44,780 943 2.15 3,975 19.62 0.0470
2016-08-03 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 43,837 -69,771 -61.41 3,323 -61.78 0.0475
2016-05-11 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 113,608 82,615 266.56 8,695 312.87 0.1445
2016-02-11 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 30,993 -6,432 -17.19 2,106 -13.90 0.0388
2015-11-12 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 37,425 -2,950 -7.31 2,446 -28.58 0.0492
2015-12-16 2015-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 40,375 -240 -0.59 3,425 5.38 0.0440
2015-07-31 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 40,375 3,425
2015-12-16 2015-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 40,615 -21,807 -34.93 3,250 -43.12 0.0413
2015-04-30 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 40,615 3,250
2015-12-15 2014-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 62,422 39,777 175.65 5,714 154.75 0.0681
2015-02-12 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 62,422 5,714
2014-10-16 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 22,645 -23,600 -51.03 2,243 -55.36 0.0783
2014-08-01 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 46,245 -1,160 -2.45 5,025 6.67 0.0574
2014-04-30 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 47,405 -58,798 -55.36 4,711 -51.15 0.0744
2014-01-21 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 106,203 50,287 89.93 9,644 106.78 0.1459
2013-11-06 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 55,916 -13,091 -18.97 4,664 -18.07 0.0751
2013-07-29 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 69,007 69,007 5,693 0.1056
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.