Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
810,00 € ↑9,20 (1,15%)
2026-06-04
DEL PRIS
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionPacitti Group Inc.
Latest Disclosed Ownership1,611 shares
Latest Disclosed Value $ 1,141,571
Pacitti Group Inc. reports 3.07% decrease in ownership of CAT1 / Caterpillar Inc.

On May 6, 2026 - Pacitti Group Inc. filed a 13F-HR form disclosing ownership of 1,611 shares of Caterpillar Inc. (DE:CAT1) valued at $989,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,662 shares of Caterpillar Inc.. This represents a change in shares of -3.07% during the quarter. The current value of the position is $1,304,910 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F CATERPILLAR COM 149123101 1,611 -51 -3.07 1,142 19.85 0.4126
2026-02-05 2025-12-31 13F CATERPILLAR COM 149123101 1,662 1 0.06 952 20.20 0.3505
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 1,661 1 0.06 793 22.98 0.3068
2025-07-31 2025-06-30 13F CATERPILLAR COM 149123101 1,660 2 0.12 644 17.95 0.2794
2025-05-09 2025-03-31 13F CATERPILLAR COM 149123101 1,658 2 0.12 547 -9.00 0.2593
2025-02-07 2024-12-31 13F CATERPILLAR COM 149123101 1,656 2 0.12 601 -7.26 0.2838
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 1,654 -44 -2.59 647 14.51 0.3052
2024-08-13 2024-06-30 13F CATERPILLAR COM 149123101 1,698 -144 -7.82 565 -16.30 0.2958
2024-05-13 2024-03-31 13F CATERPILLAR COM 149123101 1,842 34 1.88 675 26.40 0.3648
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 1,808 -18 -0.99 535 7.23 0.3332
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 1,826 -32 -1.72 498 8.97 0.3488
2023-08-11 2023-06-30 13F CATERPILLAR COM 149123101 1,858 2 0.11 457 7.78 0.3219
2023-05-12 2023-03-31 13F CATERPILLAR COM 149123101 1,856 -125 -6.31 425 -10.55 0.3111
2023-02-10 2022-12-31 13F CATERPILLAR COM 149123101 1,981 -49 -2.41 474 42.34 0.3713
2022-11-10 2022-09-30 13F CATERPILLAR COM 149123101 2,030 3 0.15 333 -8.01 0.2725
2022-08-10 2022-06-30 13F CATERPILLAR COM 149123101 2,027 2 0.10 362 -19.73 0.2777
2022-05-12 2022-03-31 13F CATERPILLAR COM 149123101 2,025 2 0.10 451 7.89 0.2980
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 2,023 2 0.10 418 7.73 0.2718
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 2,021 3 0.15 388 -11.62 0.2423
2021-08-16 2021-06-30 13F CATERPILLAR INC COM COM 149123101 2,018 2 0.10 439 -6.00 0.2641
2021-05-17 2021-03-31 13F CATERPILLAR INC COM COM 149123101 2,016 2 0.10 467 27.60 0.3086
2021-02-16 2020-12-31 13F CATERPILLAR INC COM COM 149123101 2,014 122 6.45 366 20.79 0.2635
2020-11-16 2020-09-30 13F CATERPILLAR INC COM COM 149123101 1,892 -403 -17.56 303 -6.77 0.2435
2020-08-12 2020-06-30 13F CATERPILLAR INC COM COM 149123101 2,295 -102 -4.26 325 16.91 0.2549
2020-05-12 2020-03-31 13F CATERPILLAR INC COM COM 149123101 2,397 1,405 141.63 278 89.12 0.2750
2020-02-13 2019-12-31 13F CATERPILLAR INC COM COM 149123101 992 992 147 0.1192
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.