Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
810,00 € ↑9,20 (1,15%)
2026-06-04
DEL PRIS
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionWESCAP Management Group, Inc.
Latest Disclosed Ownership1,600 shares
Latest Disclosed Value $ 1,133,536
WESCAP Management Group, Inc. ownership in CAT1 / Caterpillar Inc.

On May 12, 2026 - WESCAP Management Group, Inc. filed a 13F-HR form disclosing ownership of 1,600 shares of Caterpillar Inc. (DE:CAT1) valued at $982,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,600 shares of Caterpillar Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,296,000 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)
2026-05-12 2026-03-31 13F CATERPILLAR COM 149123101 1,600 0 0.00 1,134 23.69 0.2233
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 1,600 0 0.00 917 20.05 0.1858
2025-11-06 2025-09-30 13F CATERPILLAR COM 149123101 1,600 0 0.00 763 22.87 0.1604
2025-08-07 2025-06-30 13F CATERPILLAR COM 149123101 1,600 0 0.00 621 17.84 0.1414
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 1,600 -1,100 -40.74 528 -46.17 0.1287
2025-02-12 2024-12-31 13F CATERPILLAR COM 149123101 2,700 1,100 68.75 979 56.64 0.2377
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 1,600 0 0.00 626 17.48 0.1567
2024-08-08 2024-06-30 13F CATERPILLAR COM 149123101 1,600 0 0.00 533 -9.22 0.1509
2024-05-13 2024-03-31 13F CATERPILLAR COM 149123101 1,600 0 0.00 586 23.89 0.1699
2024-02-06 2023-12-31 13F CATERPILLAR COM 149123101 1,600 0 0.00 473 8.49 0.1524
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 1,600 0 0.00 437 10.94 0.1556
2023-08-10 2023-06-30 13F CATERPILLAR COM 149123101 1,600 0 0.00 394 7.38 0.1374
2023-05-04 2023-03-31 13F CATERPILLAR COM 149123101 1,600 0 0.00 366 -4.44 0.1290
2023-02-10 2022-12-31 13F CATERPILLAR COM 149123101 1,600 0 0.00 383 46.18 0.1347
2022-11-03 2022-09-30 13F Caterpillar COM 149123101 1,600 0 0.00 262 -8.39 0.1001
2022-08-11 2022-06-30 13F Caterpillar COM 149123101 1,600 0 0.00 286 -19.66 0.0978
2022-05-11 2022-03-31 13F Caterpillar COM 149123101 1,600 0 0.00 356 7.88 0.1005
2022-02-11 2021-12-31 13F Caterpillar COM 149123101 1,600 0 0.00 330 7.49 0.0911
2021-11-12 2021-09-30 13F Caterpillar COM 149123101 1,600 0 0.00 307 -11.78 0.0892
2021-08-02 2021-06-30 13F Caterpillar COM 149123101 1,600 0 0.00 348 -5.95 0.1011
2021-05-07 2021-03-31 13F Caterpillar COM 149123101 1,600 0 0.00 370 27.15 0.1023
2021-02-10 2020-12-31 13F Caterpillar COM 149123101 1,600 -1,000 -38.46 291 -24.81 0.0871
2020-11-12 2020-09-30 13F Caterpillar COM 149123101 2,600 0 0.00 387 17.99 0.1289
2020-08-06 2020-06-30 13F Caterpillar COM 149123101 2,600 0 0.00 328 8.97 0.1158
2020-05-13 2020-03-31 13F Caterpillar COM 149123101 2,600 -400 -13.33 301 -32.05 0.1257
2020-02-05 2019-12-31 13F Caterpillar COM 149123101 3,000 0 0.00 443 17.20 0.1724
2019-11-13 2019-09-30 13F Caterpillar COM 149123101 3,000 0 0.00 378 -7.35 0.1557
2019-08-06 2019-06-30 13F Caterpillar COM 149123101 3,000 0 0.00 408 0.49 0.1687
2019-05-06 2019-03-31 13F Caterpillar COM 149123101 3,000 -600 -16.67 406 -11.16 0.1731
2019-02-11 2018-12-31 13F Caterpillar COM 149123101 3,600 0 0.00 457 -16.61 0.2185
2018-11-07 2018-09-30 13F Caterpillar COM 149123101 3,600 0 0.00 548 12.30 0.2778
2018-08-07 2018-06-30 13F Caterpillar COM 149123101 3,600 0 0.00 488 -7.92 0.2353
2018-05-03 2018-03-31 13F Caterpillar COM 149123101 3,600 0 0.00 530 -6.53 0.2121
2018-02-13 2017-12-31 13F Caterpillar COM 149123101 3,600 3,600 567 0.2234
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.