Caterpillar Inc.
IT ˙ BIT ˙ US1491231015
803,40 € ↓ -1,20 (-0,15%)
2026-06-04
DEL PRIS
SecurityIT:1CAT / Caterpillar Inc.
InstitutionBokf, Na
Latest Disclosed Ownership28,763 shares
Latest Disclosed Value $ 20,377,435
Bokf, Na reports 3.17% increase in ownership of 1CAT / Caterpillar Inc.

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 28,763 shares of Caterpillar Inc. (IT:1CAT) valued at $17,027,696 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 27,878 shares of Caterpillar Inc.. This represents a change in shares of 3.17% during the quarter. The current value of the position is $23,108,194 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)
2026-05-08 2026-03-31 13F CATERPILLAR common 149123101 28,763 885 3.17 20,377 27.60 0.3116
2026-02-03 2025-12-31 13F CATERPILLAR common 149123101 27,878 -7,538 -21.28 15,970 -5.49 0.2444
2025-11-13 2025-09-30 13F CATERPILLAR common 149123101 35,416 -1,852 -4.97 16,899 16.80 0.2542
2025-08-12 2025-06-30 13F CATERPILLAR common 149123101 37,268 -205 -0.55 14,468 17.07 0.2343
2025-05-13 2025-03-31 13F CATERPILLAR common 149123101 37,473 -1,931 -4.90 12,359 -10.64 0.2185
2025-02-14 2024-12-31 13F CATERPILLAR common 149123101 39,404 575 1.48 13,831 -8.92 0.2336
2024-11-14 2024-09-30 13F CATERPILLAR common 149123101 38,829 -2,120 -5.18 15,186 11.33 0.2695
2024-08-08 2024-06-30 13F CATERPILLAR COM 149123101 40,949 7,429 22.16 13,640 11.88 0.2449
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 33,520 -366 -1.08 12,193 21.69 0.2220
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 33,886 326 0.97 10,019 32.07 0.1962
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 33,560 4,076 13.82 7,586 4.58 0.1672
2023-08-21 2023-06-30 13F CATERPILLAR COM 149123101 29,484 -218 -0.73 7,255 6.72 0.1477
2023-05-11 2023-03-31 13F CATERPILLAR COM 149123101 29,702 -3,407 -10.29 6,797 -14.30 0.1422
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 33,109 -1,303 -3.79 7,932 40.45 0.1464
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 34,412 -8,170 -19.19 5,647 -25.81 0.1143
2022-08-11 2022-06-30 13F CATERPILLAR COM 149123101 42,582 158 0.37 7,612 -19.48 0.1459
2022-05-13 2022-03-31 13F CATERPILLAR COM 149123101 42,424 -4,311 -9.22 9,453 -2.16 0.1558
2022-03-11 2021-12-31 13F CATERPILLAR COM 149123101 46,735 -350 -0.74 9,662 6.89 0.1495
2021-11-10 2021-09-30 13F CATERPILLAR COM 149123101 47,085 -2,958 -5.91 9,039 -22.10 0.1554
2021-04-21 2021-03-31 13F CATERPILLAR COM 149123101 50,043 -1,295 -2.52 11,603 24.18 0.2110
2021-02-12 2020-12-31 13F CATERPILLAR COM 149123101 51,338 -2,319 -4.32 9,344 16.76 0.1783
2020-10-30 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 53,657 13,180 32.56 8,003 56.31 0.1758
2020-08-12 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 40,477 254 0.63 5,120 9.68 0.1204
2020-05-13 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 40,223 2,484 6.58 4,668 -16.24 0.1345
2020-02-12 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 37,739 -4,517 -10.69 5,573 4.40 0.1259
2019-11-13 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 42,256 -9,143 -17.79 5,338 -23.80 0.1286
2019-08-14 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 51,399 2,289 4.66 7,005 5.28 0.1683
2019-05-15 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 49,110 10,474 27.11 6,654 35.52 0.1593
2019-02-13 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 38,636 -217 -0.56 4,910 -17.13 0.1405
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 38,853 -1,512 -3.75 5,925 8.20 0.1487
2018-08-13 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 40,365 7,214 21.76 5,476 12.08 0.1474
2018-05-14 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 33,151 -19,571 -37.12 4,886 -41.19 0.1388
2018-02-14 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 52,722 286 0.55 8,308 27.03 0.2289
2017-11-14 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 52,436 -2,064 -3.79 6,540 11.66 0.1899
2017-08-14 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 54,500 -11,104 -16.93 5,857 -3.76 0.1842
2017-05-15 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 65,604 23,693 56.53 6,086 56.57 0.1899
2017-02-14 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 41,911 178 0.43 3,887 4.94 0.1279
2016-11-10 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 41,733 -13,397 -24.30 3,704 -11.37 0.1226
2016-08-12 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 55,130 1,544 2.88 4,179 1.88 0.1473
2016-05-13 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 53,586 8,658 19.27 4,102 34.36 0.1483
2016-02-09 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 44,928 17,022 61.00 3,053 67.38 0.1104
2015-11-13 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 27,906 -4,160 -12.97 1,824 -32.94 0.0686
2015-08-13 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 32,066 -9,862 -23.52 2,720 -18.95 0.0923
2015-05-14 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 41,928 6,750 19.19 3,356 4.26 0.1130
2015-02-12 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 35,178 -6,291 -15.17 3,219 -21.62 0.1111
2014-11-13 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 41,469 2,377 6.08 4,107 -3.32 0.1373
2014-08-14 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 39,092 11,586 42.12 4,248 55.38 0.1363
2014-05-14 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 27,506 817 3.06 2,734 12.84 0.0906
2014-02-14 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 26,689 -16,037 -37.53 2,423 -32.00 0.0812
2013-11-12 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 42,726 -19,893 -31.77 3,563 -31.02 0.1294
2013-08-14 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 62,619 62,619 5,165 0.1951
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.