Caterpillar Inc.
CH ˙ SWX ˙ US1491231015
146,00 CHF 0,00 (0,00%)
2019-12-27
DEL PRIS
SecurityCH:CAT / Caterpillar Inc.
InstitutionSearle & Co.
Latest Disclosed Ownership19,675 shares
Latest Disclosed Value $ 13,938,951
Searle & Co. reports 3.44% decrease in ownership of CAT / Caterpillar Inc.

On May 8, 2026 - Searle & Co. filed a 13F-HR form disclosing ownership of 19,675 shares of Caterpillar Inc. (CH:CAT) valued at $13,938,951 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 20,375 shares of Caterpillar Inc.. This represents a change in shares of -3.44% during the quarter. The current value of the position is $2,872,550 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)
2026-05-08 2026-03-31 13F CATERPILLAR COM 149123101 19,675 -700 -3.44 13,939 19.41 3.5050
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 20,375 -66 -0.32 11,672 19.68 3.0116
2025-11-04 2025-09-30 13F CATERPILLAR COM 149123101 20,441 188 0.93 9,753 24.05 2.5838
2025-08-07 2025-06-30 13F CATERPILLAR COM 149123101 20,253 -100 -0.49 7,862 17.13 2.2211
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 20,353 0 0.00 6,712 -9.09 1.9131
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 20,353 -20 -0.10 7,383 -7.34 2.1285
2024-10-22 2024-09-30 13F CATERPILLAR COM 149123101 20,373 -50 -0.24 7,968 17.14 1.9875
2024-07-30 2024-06-30 13F CATERPILLAR COM 149123101 20,423 0 0.00 6,803 -9.10 1.5943
2024-05-09 2024-03-31 13F CATERPILLAR COM 149123101 20,423 0 0.00 7,484 23.93 1.9085
2024-02-06 2023-12-31 13F CATERPILLAR COM 149123101 20,423 101 0.50 6,038 8.85 1.6515
2023-11-06 2023-09-30 13F CATERPILLAR COM 149123101 20,322 0 0.00 5,548 2.95 1.8879
2023-08-11 2023-06-30 13F CATERPILLAR COM 149123101 20,322 0 0.00 5,389 21.19 1.6690
2023-06-01 2023-03-31 13F CATERPILLAR COM 149123101 20,322 -742 -3.52 4,446 -11.89 1.4550
2023-02-06 2022-12-31 13F CATERPILLAR COM 149123101 21,064 0 0.00 5,046 46.01 1.7211
2022-10-27 2022-09-30 13F CATERPILLAR COM 149123101 21,064 0 0.00 3,456 -8.21 1.3280
2022-08-03 2022-06-30 13F CATERPILLAR COM 149123101 21,064 1,500 7.67 3,765 -13.63 1.4848
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 19,564 200 1.03 4,359 8.89 1.6082
2022-01-19 2021-12-31 13F CATERPILLAR COM 149123101 19,364 0 0.00 4,003 7.69 1.4563
2021-10-08 2021-09-30 13F CATERPILLAR COM 149123101 19,364 0 0.00 3,717 -11.79 1.5224
2021-07-29 2021-06-30 13F CATERPILLAR COM 149123101 19,364 0 0.00 4,214 -6.15 1.7235
2021-05-12 2021-03-31 13F CATERPILLAR COM 149123101 19,364 25 0.13 4,490 27.56 2.0022
2021-02-04 2020-12-31 13F CATERPILLAR COM 149123101 19,339 0 0.00 3,520 22.05 1.6920
2020-10-30 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 19,339 -350 -1.78 2,884 15.78 1.5713
2020-08-03 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 19,689 0 0.00 2,491 9.02 1.4451
2020-05-12 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 19,689 880 4.68 2,285 -17.75 1.6209
2020-01-21 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 18,809 -100 -0.53 2,778 16.33 1.5292
2019-10-22 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 18,909 0 0.00 2,388 -7.33 1.4090
2019-07-17 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 18,909 4,332 29.72 2,577 30.48 1.5669
2019-04-22 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 14,577 0 0.00 1,975 6.64 1.2309
2019-02-12 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 14,577 0 0.00 1,852 -16.69 1.3024
2018-10-16 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 14,577 0 0.00 2,223 12.39 1.3034
2018-07-19 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 14,577 0 0.00 1,978 -7.91 1.2545
2018-04-25 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 14,577 2,970 25.59 2,148 17.44 1.3972
2018-01-17 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 11,607 66 0.57 1,829 27.10 1.1484
2017-10-27 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 11,541 0 0.00 1,439 16.05 0.9515
2017-07-19 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 11,541 -100 -0.86 1,240 14.81 0.8509
2017-05-01 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 11,641 0 0.00 1,080 0.00 0.7573
2017-02-24 2016-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 11,641 11,641 1,080 0.8959
2017-01-09 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 15,653 1,452
2016-01-11 2015-12-31 13F CATERPILLAR INC COM COM 149123101 0 0 0 0.0000
2015-11-12 2015-09-30 13F CATERPILLAR INC COM COM 149123101 0 -125 -100.00 0 -100.00
2015-09-29 2015-06-30 13F CATERPILLAR INC COM COM 149123101 125 0 0.00 10 0.00 0.0083
2015-09-29 2015-03-31 13F CATERPILLAR INC COM COM 149123101 125 0 0.00 10 -9.09 0.0086
2015-09-28 2014-12-31 13F CATERPILLAR INC COM COM 149123101 125 125 11 0.0093
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.