Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
800,80 € ↑18,60 (2,38%)
2026-06-03
DEL PRIS
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionPlatform Technology Partners
Latest Disclosed Ownership2,527 shares
Latest Disclosed Value $ 1,790,604
Platform Technology Partners reports 12.36% increase in ownership of CAT1 / Caterpillar Inc.

On April 27, 2026 - Platform Technology Partners filed a 13F-HR form disclosing ownership of 2,527 shares of Caterpillar Inc. (DE:CAT1) valued at $1,551,578 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,249 shares of Caterpillar Inc.. This represents a change in shares of 12.36% during the quarter. The current value of the position is $2,023,622 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)
2026-04-27 2026-03-31 13F CATERPILLAR COM 149123101 2,527 278 12.36 1,791 38.98 0.3452
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 2,249 -60 -2.60 1,289 16.98 0.2744
2025-10-29 2025-09-30 13F CATERPILLAR COM 149123101 2,309 8 0.35 1,102 23.29 0.2641
2025-08-11 2025-06-30 13F CATERPILLAR COM 149123101 2,301 0 0.00 893 17.81 0.2332
2025-05-01 2025-03-31 13F CATERPILLAR COM 149123101 2,301 9 0.39 759 -8.78 0.2209
2025-01-28 2024-12-31 13F CATERPILLAR COM 149123101 2,292 0 0.00 832 -7.25 0.2519
2024-11-04 2024-09-30 13F CATERPILLAR COM 149123101 2,292 -100 -4.18 896 12.56 0.2819
2024-07-30 2024-06-30 13F CATERPILLAR COM 149123101 2,392 450 23.17 797 27.56 0.2743
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 1,942 -281 -12.64 625 2.97 0.2427
2023-11-08 2023-09-30 13F CATERPILLAR COM 149123101 2,223 -37 -1.64 607 6.13 0.2840
2023-07-12 2023-06-30 13F CATERPILLAR COM 149123101 2,260 2 0.09 571 10.66 0.2690
2023-04-04 2023-03-31 13F CATERPILLAR COM 149123101 2,258 -248 -9.90 517 -14.00 0.2552
2023-01-11 2022-12-31 13F CATERPILLAR COM 149123101 2,506 -36 -1.42 600 43.88 0.3102
2022-10-24 2022-09-30 13F CATERPILLAR COM 149123101 2,542 -236 -8.50 417 -16.10 0.2376
2022-08-04 2022-06-30 13F CATERPILLAR COM 149123101 2,778 109 4.08 497 -16.47 0.2713
2022-05-03 2022-03-31 13F CATERPILLAR COM 149123101 2,669 229 9.39 595 18.06 0.2861
2022-02-01 2021-12-31 13F CATERPILLAR COM 149123101 2,440 183 8.11 504 16.40 0.2215
2021-11-04 2021-09-30 13F CATERPILLAR COM 149123101 2,257 35 1.58 433 -10.54 0.1964
2021-08-05 2021-06-30 13F CATERPILLAR COM 149123101 2,222 154 7.45 484 28.72 0.1994
2021-02-09 2020-12-31 13F CATERPILLAR COM 149123101 2,068 160 8.39 376 31.93 0.1835
2020-11-30 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,908 -27 -1.40 285 26.67 0.1746
2020-11-30 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,935 0 0.00 225 0.00 0.1834
2020-11-30 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 1,935 496 34.47 225 5.63 0.2049
2020-12-03 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 1,439 1,439 213 0.1606
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.