Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
800,80 € ↑18,60 (2,38%)
2026-06-03
DEL PRIS
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionMeyer Handelman Co
Latest Disclosed Ownership104,486 shares
Latest Disclosed Value $ 74,024,152
Meyer Handelman Co reports 9.71% decrease in ownership of CAT1 / Caterpillar Inc.

On April 20, 2026 - Meyer Handelman Co filed a 13F-HR form disclosing ownership of 104,486 shares of Caterpillar Inc. (DE:CAT1) valued at $64,154,404 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 115,721 shares of Caterpillar Inc.. This represents a change in shares of -9.71% during the quarter. The current value of the position is $83,672,389 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)
2026-04-20 2026-03-31 13F CATERPILLAR COM 149123101 104,486 -11,235 -9.71 74,024 11.66 1.6810
2026-01-15 2025-12-31 13F CATERPILLAR COM 149123101 115,721 -3,870 -3.24 66,293 16.18 2.0757
2025-10-16 2025-09-30 13F CATERPILLAR COM 149123101 119,591 -3,685 -2.99 57,063 19.24 1.8043
2025-07-16 2025-06-30 13F CATERPILLAR COM 149123101 123,276 -860 -0.69 47,857 16.89 1.5784
2025-04-08 2025-03-31 13F CATERPILLAR COM 149123101 124,136 -330 -0.27 40,940 -9.33 1.4267
2025-01-14 2024-12-31 13F CATERPILLAR COM 149123101 124,466 -1,900 -1.50 45,151 -8.65 1.5624
2024-10-10 2024-09-30 13F CATERPILLAR COM 149123101 126,366 -875 -0.69 49,424 16.61 1.6709
2024-07-16 2024-06-30 13F CATERPILLAR COM 149123101 127,241 -1,985 -1.54 42,384 -10.49 1.4923
2024-04-11 2024-03-31 13F CATERPILLAR COM 149123101 129,226 -3,490 -2.63 47,352 20.67 1.6603
2024-01-17 2023-12-31 13F CATERPILLAR COM 149123101 132,716 -1,000 -0.75 39,240 7.50 1.5277
2023-11-06 2023-09-30 13F Caterpillar Common Stock 149123101 133,716 -2,100 -1.55 36,504 9.24 1.4705
2023-07-21 2023-06-30 13F Caterpillar Common Stock 149123101 135,816 3,800 2.88 33,418 10.62 1.3497
2023-04-11 2023-03-31 13F Caterpillar Common Stock 149123101 132,016 -9,800 -6.91 30,211 -11.08 1.2631
2023-02-02 2022-12-31 13F/A-3 Caterpillar Common Stock 149123101 141,816 0 0.00 33,973 46.00 1.4200
2023-02-02 2022-12-31 13F/A-2 Caterpillar Common Stock 149123101 141,816 0 33,973 1.3976
2023-02-01 2022-12-31 13F/A-1 Caterpillar Common Stock 149123101 141,816 0 33,973 1.3976
2023-01-25 2022-12-31 13F Caterpillar Common Stock 149123101 141,816 0 34 1.3976
2022-10-04 2022-09-30 13F CATERPILLAR INC DEL COM COM 149123101 141,816 0 0.00 23,269 -8.21 1.0751
2022-07-15 2022-06-30 13F CATERPILLAR INC DEL COM COM 149123101 141,816 -400 -0.28 25,351 -20.00 1.0872
2022-04-06 2022-03-31 13F CATERPILLAR INC DEL COM COM 149123101 142,216 -200 -0.14 31,689 7.63 1.2151
2022-01-25 2021-12-31 13F CATERPILLAR INC DEL COM COM 149123101 142,416 5,700 4.17 29,443 12.19 1.0971
2021-11-01 2021-09-30 13F CATERPILLAR INC DEL COM COM 149123101 136,716 -700 -0.51 26,245 -12.24 1.0768
2021-08-18 2021-06-30 13F CATERPILLAR INC DEL COM COM 149123101 137,416 -4,150 -2.93 29,906 -8.89 1.1812
2021-05-03 2021-03-31 13F CATERPILLAR INC DEL COM COM 149123101 141,566 1,500 1.07 32,825 28.75 1.3594
2021-02-03 2020-12-31 13F CATERPILLAR INC DEL COM COM 149123101 140,066 3,000 2.19 25,495 24.71 1.1525
2020-10-28 2020-09-30 13F CATERPILLAR INC DEL COM COM 149123101 137,066 -1,700 -1.23 20,443 16.46 1.0402
2020-07-16 2020-06-30 13F CATERPILLAR INC DEL COM COM 149123101 138,766 0 0.00 17,554 9.02 0.9357
2020-04-22 2020-03-31 13F CATERPILLAR INC DEL COM COM 149123101 138,766 -900 -0.64 16,102 -21.93 0.9883
2020-01-23 2019-12-31 13F CATERPILLAR INC DEL COM COM 149123101 139,666 -2,400 -1.69 20,626 14.95 0.9903
2019-10-07 2019-09-30 13F CATERPILLAR INC DEL COM COM 149123101 142,066 0 0.00 17,944 -7.32 0.9080
2019-07-23 2019-06-30 13F CATERPILLAR INC DEL COM COM 149123101 142,066 -1,600 -1.11 19,362 1.25 0.9918
2019-04-30 2019-03-31 13F CATERPILLAR INC DEL COM COM 149123101 143,666 0 0.00 19,123 4.75 0.9949
2019-02-05 2018-12-31 13F CATERPILLAR INC DEL COM COM 149123101 143,666 -1,700 -1.17 18,256 -17.64 1.0326
2018-11-06 2018-09-30 13F CATERPILLAR INC DEL COM COM 149123101 145,366 -6,700 -4.41 22,167 7.45 1.0824
2018-07-30 2018-06-30 13F CATERPILLAR INC DEL COM COM 149123101 152,066 -1,100 -0.72 20,631 -8.61 1.0574
2018-04-23 2018-03-31 13F CATERPILLAR INC DEL COM COM 149123101 153,166 -5,050 -3.19 22,574 -9.46 1.1496
2018-02-07 2017-12-31 13F CATERPILLAR INC DEL COM COM 149123101 158,216 -75,900 -32.42 24,932 -14.60 1.1946
2017-10-25 2017-09-30 13F CATERPILLAR INC DEL COM COM 149123101 234,116 -12,500 -5.07 29,196 10.17 1.3345
2017-07-20 2017-06-30 13F CATERPILLAR INC DEL COM COM 149123101 246,616 0 0.00 26,500 15.84 1.1197
2017-04-26 2017-03-31 13F CATERPILLAR INC DEL COM COM 149123101 246,616 -1,300 -0.52 22,876 -0.50 0.9747
2017-02-02 2016-12-31 13F CATERPILLAR INC DEL COM COM 149123101 247,916 0 0.00 22,991 4.47 1.0184
2016-11-03 2016-09-30 13F CATERPILLAR INC DEL COM COM 149123101 247,916 0 0.00 22,008 17.09 0.9882
2016-07-21 2016-06-30 13F CATERPILLAR COM 149123101 247,916 0 0.00 18,795 -0.94 0.8434
2016-05-25 2016-03-31 13F CATERPILLAR COM 149123101 247,916 0 0.00 18,974 12.62 0.8772
2016-02-25 2015-12-31 13F CATERPILLAR COM 149123101 247,916 1,000 0.40 16,848 4.40 0.7976
2015-10-21 2015-09-30 13F CATERPILLAR COM 149123101 246,916 1,800 0.73 16,138 -22.38 0.8178
2015-07-27 2015-06-30 13F CATERPILLAR COM 149123101 245,116 3,150 1.30 20,790 7.36 0.9502
2015-04-27 2015-03-31 13F CATERPILLAR COM 149123101 241,966 241,966 -1.29 19,364 -6.86 0.8761
2015-01-28 2014-12-31 13F CATERPILLAR COM 149123101 0 -240,866 -100.00 0 -100.00
2014-11-24 2014-09-30 13F CATERPILLAR COM 149123101 240,866 -2,600 -1.07 23,852 -9.85 1.1070
2014-07-31 2014-06-30 13F CATERPILLAR COM 149123101 243,466 0 0.00 26,457 9.35 1.2248
2014-04-24 2014-03-31 13F CATERPILLAR COM 149123101 243,466 -200 -0.08 24,194 9.34 1.1624
2014-02-20 2013-12-31 13F CATERPILLAR COM 149123101 243,666 0 0.00 22,128 8.89 1.0723
2013-10-21 2013-09-30 13F CATERPILLAR COM 149123101 243,666 200 0.08 20,322 1.19 1.0816
2013-07-24 2013-06-30 13F CATERPILLAR COM 149123101 243,466 243,466 20,084 1.1037
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.