Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionPrimecap Management Co/ca/
Latest Disclosed Ownership872,260 shares
Latest Disclosed Value $ 617,961,318
Primecap Management Co/ca/ reports 0.90% decrease in ownership of CAT / Caterpillar Inc.

On May 11, 2026 - Primecap Management Co/ca/ filed a 13F-HR form disclosing ownership of 872,260 shares of Caterpillar Inc. (MX:CAT) valued at $617,961,318 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 880,170 shares of Caterpillar Inc.. This represents a change in shares of -0.90% during the quarter.

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)
2026-05-11 2026-03-31 13F CATERPILLAR COM 149123101 872,260 -7,910 -0.90 617,961 22.56 0.4865
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 880,170 -390,258 -30.72 504,223 -16.82 0.3817
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 1,270,428 -100,470 -7.33 606,185 13.90 0.4643
2025-08-11 2025-06-30 13F CATERPILLAR COM 149123101 1,370,898 -8,587 -0.62 532,196 16.98 0.4217
2025-05-09 2025-03-31 13F CATERPILLAR COM 149123101 1,379,485 -44,961 -3.16 454,954 -11.96 0.3761
2025-02-10 2024-12-31 13F CATERPILLAR COM 149123101 1,424,446 -61,010 -4.11 516,732 -11.06 0.4002
2024-11-08 2024-09-30 13F CATERPILLAR COM 149123101 1,485,456 -137,271 -8.46 580,992 7.49 0.4272
2024-08-09 2024-06-30 13F CATERPILLAR COM 149123101 1,622,727 -108,245 -6.25 540,530 -14.78 0.3913
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 1,730,972 -73,508 -4.07 634,280 18.88 0.4731
2024-02-09 2023-12-31 13F CATERPILLAR COM 149123101 1,804,480 -46,490 -2.51 533,531 5.58 0.4224
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 1,850,970 -18,360 -0.98 505,315 9.86 0.4265
2023-08-11 2023-06-30 13F CATERPILLAR COM 149123101 1,869,330 -664,818 -26.23 459,949 -20.69 0.3843
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 2,534,148 -115,745 -4.37 579,914 -8.65 0.5057
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 2,649,893 -270,165 -9.25 634,808 32.49 0.5812
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 2,920,058 -59,935 -2.01 479,123 -10.06 0.4636
2022-08-11 2022-06-30 13F CATERPILLAR COM 149123101 2,979,993 -18,715 -0.62 532,704 -20.27 0.4762
2022-05-11 2022-03-31 13F CATERPILLAR COM 149123101 2,998,708 -379,200 -11.23 668,172 -4.32 0.5040
2022-02-11 2021-12-31 13F CATERPILLAR COM 149123101 3,377,908 -137,350 -3.91 698,349 3.49 0.4834
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 3,515,258 -40,887 -1.15 674,824 -12.80 0.4763
2021-08-10 2021-06-30 13F CATERPILLAR COM 149123101 3,556,145 -125,390 -3.41 773,924 -9.34 0.5200
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 3,681,535 -1,399,810 -27.55 853,638 -7.71 0.5953
2021-02-08 2020-12-31 13F CATERPILLAR COM 149123101 5,081,345 -759,940 -13.01 924,906 6.16 0.6875
2020-11-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 5,841,285 -412,940 -6.60 871,228 10.12 0.7188
2020-08-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 6,254,225 -1,538,201 -19.74 791,159 -12.50 0.6789
2020-05-14 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 7,792,426 -1,477,417 -15.94 904,233 -33.95 0.8867
2020-02-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 9,269,843 -11,340 -0.12 1,368,970 16.78 0.9929
2019-11-13 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 9,281,183 -117,146 -1.25 1,172,306 -8.48 0.9376
2019-08-14 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 9,398,329 46,928 0.50 1,280,898 1.10 0.9472
2019-05-14 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 9,351,401 -15,658 -0.17 1,267,021 6.45 0.9325
2019-02-12 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 9,367,059 -24,730 -0.26 1,190,272 -16.89 0.9644
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 9,391,789 -59,375 -0.63 1,432,154 11.69 0.9668
2018-08-13 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 9,451,164 -34,511 -0.36 1,282,239 -8.28 0.9507
2018-05-14 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 9,485,675 -92,654 -0.97 1,397,999 -7.38 1.0490
2018-02-13 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 9,578,329 -65,954 -0.68 1,509,353 25.49 1.1583
2017-11-13 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 9,644,283 -99,900 -1.03 1,202,739 14.86 0.9955
2017-08-11 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 9,744,183 2,485,120 34.23 1,047,110 55.51 0.8995
2017-05-12 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 7,259,063 1,047,922 16.87 673,351 16.90 0.6112
2017-02-13 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 6,211,141 -40,410 -0.65 576,021 3.80 0.5668
2016-11-14 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 6,251,551 -218,700 -3.38 554,950 13.14 0.5539
2016-08-12 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 6,470,251 251,002 4.04 490,510 3.04 0.5223
2016-05-12 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 6,219,249 135,248 2.22 476,021 15.13 0.4937
2016-02-12 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 6,084,001 -4,844 -0.08 413,469 3.90 0.4227
2015-11-12 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 6,088,845 189,250 3.21 397,967 -20.47 0.4418
2015-08-13 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 5,899,595 -7,215 -0.12 500,404 5.86 0.4922
2015-05-14 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 5,906,810 71,530 1.23 472,722 -11.49 0.4616
2015-02-12 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 5,835,280 270 0.00 534,103 -7.57 0.5412
2014-11-13 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 5,835,010 8,945 0.15 577,841 -8.73 0.6183
2014-08-14 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 5,826,065 -59,210 -1.01 633,118 8.26 0.6932
2014-05-14 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 5,885,275 1,532,430 35.21 584,820 47.95 0.6619
2014-02-13 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 4,352,845 -89,335 -2.01 395,282 6.73 0.4751
2013-11-13 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 4,442,180 27,166 0.62 370,345 1.69 0.4872
2013-08-14 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 4,415,014 4,415,014 364,195 0.5208
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.