Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
800,80 € ↑18,60 (2,38%)
2026-06-03
DEL PRIS
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionPerpetual Ltd
Latest Disclosed Ownership2,338 shares
Latest Disclosed Value $ 1,656,380
Perpetual Ltd reports 12.57% increase in ownership of CAT1 / Caterpillar Inc.

On April 14, 2026 - Perpetual Ltd filed a 13F-HR form disclosing ownership of 2,338 shares of Caterpillar Inc. (DE:CAT1) valued at $1,435,532 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,077 shares of Caterpillar Inc.. This represents a change in shares of 12.57% during the quarter. The current value of the position is $1,872,270 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)
2026-04-14 2026-03-31 13F CATERPILLAR COM 149123101 2,338 261 12.57 1,656 39.28 0.0125
2026-01-20 2025-12-31 13F CATERPILLAR COM 149123101 2,077 420 25.35 1,190 50.51 0.0172
2025-10-10 2025-09-30 13F CATERPILLAR COM 149123101 1,657 357 27.46 791 56.75 0.0098
2025-07-11 2025-06-30 13F CATERPILLAR COM 149123101 1,300 -400 -23.53 505 -10.00 0.0059
2025-04-24 2025-03-31 13F CATERPILLAR COM 149123101 1,700 0 0.00 561 -9.09 0.0068
2025-01-17 2024-12-31 13F CATERPILLAR COM 149123101 1,700 0 0.00 617 -7.23 0.0072
2024-10-09 2024-09-30 13F CATERPILLAR COM 149123101 1,700 0 0.00 665 17.31 0.0072
2024-07-30 2024-06-30 13F CATERPILLAR COM 149123101 1,700 0 0.00 566 19.66 0.0062
2024-04-16 2024-03-31 13F/A-1 CATERPILLAR COM 149123101 1,700 -434 -20.34 474 -24.92 0.0046
2024-04-10 2024-03-31 13F CATERPILLAR COM 149123101 1,700 -434 474 0.0029
2024-02-15 2023-12-31 13F CATERPILLAR COM 149123101 2,134 -9,585 -81.79 631 -80.31 0.0065
2023-10-10 2023-09-30 13F CATERPILLAR COM 149123101 11,719 -2,907 -19.88 3,199 -11.09 0.0331
2023-07-13 2023-06-30 13F CATERPILLAR COM 149123101 14,626 -842 -5.44 3,599 1.67 0.0309
2023-05-08 2023-03-31 13F CATERPILLAR COM 149123101 15,468 11,968 341.94 3,540 577.97 0.0306
2020-12-08 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 3,500 0 0.00 522 17.83 0.0376
2020-12-08 2020-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 3,500 3,500 443 0.0414
2020-11-18 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,500 3,500 934 41,088.9360
2020-12-08 2020-03-31 13F/A-1 Caterpillar COM 149123101 0 -3,500 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Caterpillar COM 149123101 3,500 0 0.00 516 16.74 0.0766
2019-10-10 2019-09-30 13F Caterpillar COM 149123101 3,500 0 0.00 442 -7.34 0.0680
2019-07-30 2019-06-30 13F Caterpillar COM 149123101 3,500 3,500 477 0.0759
2018-04-18 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -4,037 -100.00 0 -100.00
2018-02-12 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 4,037 0 0.00 641 23.75 0.0829
2017-11-01 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 4,037 0 0.00 518 19.35 0.0723
2017-09-26 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 4,037 600 17.46 434 31.91 0.0339
2017-09-26 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 3,437 3,437 35.47 329 55.19 0.0327
2017-09-26 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -3,037 -100.00 0 -100.00
2017-09-26 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 3,037 -3,768 -55.37 270 -47.67 0.0221
2017-09-26 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 6,805 -1,000 -12.81 516 -13.57 0.0513
2017-09-26 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 7,805 500 6.84 597 20.36 0.0605
2017-09-26 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 7,305 3,437 88.86 496 96.05 0.0554
2017-09-26 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 3,868 -1,737 -30.99 253 -46.74 0.0301
2017-09-26 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 5,605 0 0.00 475 5.79 0.0545
2017-09-26 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 5,605 -2,300 -29.10 449 -37.98 0.0506
2017-09-26 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 7,905 3,137 65.79 724 53.39 0.0852
2017-09-26 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 4,768 -1,537 -24.38 472 -31.09 0.0509
2017-09-26 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 6,305 1,968 45.38 685 58.93 0.0604
2017-09-26 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 4,337 -668 -13.35 431 -5.27 0.0633
2017-09-26 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 5,005 2,468 97.28 455 114.62 0.0598
2017-09-26 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 2,537 0 0.00 212 1.44 0.0298
2017-09-26 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 2,537 2,537 209 0.0314
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.