Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership540,796 shares
Latest Disclosed Value $ 383,134
Bessemer Group Inc reports 33.04% increase in ownership of CAT / Caterpillar Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 540,796 shares of Caterpillar Inc. (US:CAT) valued at $383,132,334 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 406,478 shares of Caterpillar Inc.. This represents a change in shares of 33.04% during the quarter. The current value of the position is $500,874,439 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F CATERPILLAR SC 149123101 540,796 134,318 33.04 383 65.09 0.6022
2026-02-05 2025-12-31 13F CATERPILLAR SC 149123101 406,478 386,337 1,918.16 233 2,477.78 0.3575
2025-11-05 2025-09-30 13F CATERPILLAR SC 149123101 20,141 333 1.68 10 28.57 0.0147
2025-08-01 2025-06-30 13F CATERPILLAR SC 149123101 19,808 -329,864 -94.34 8 -93.91 0.0125
2025-04-23 2025-03-31 13F CATERPILLAR SC 149123101 349,672 -29,152 -7.70 115 -16.06 0.2068
2025-02-13 2024-12-31 13F CATERPILLAR SC 149123101 378,824 -2,839 -0.74 137 -8.05 0.2243
2024-11-12 2024-09-30 13F CATERPILLAR SC 149123101 381,663 137,525 56.33 149 83.95 0.2459
2024-08-13 2024-06-30 13F CATERPILLAR SC 149123101 244,138 -18,810 -7.15 81 -15.62 0.1434
2024-08-13 2024-03-31 13F/A-1 CATERPILLAR SC 149123101 262,948 -10,659 -3.90 96 20.00 0.1741
2024-05-13 2024-03-31 13F CATERPILLAR SC 149123101 262,948 -10,659 96 0.1741
2024-02-09 2023-12-31 13F CATERPILLAR SC 149123101 273,607 5,008 1.86 81 9.59 0.1576
2023-11-13 2023-09-30 13F CATERPILLAR SC 149123101 268,599 5,588 2.12 73 14.06 0.1610
2023-08-10 2023-06-30 13F CATERPILLAR SC 149123101 263,011 -226,599 -46.28 65 -42.86 0.1373
2023-05-10 2023-03-31 13F CATERPILLAR SC 149123101 489,610 5,327 1.10 112 -3.45 0.2660
2023-02-13 2022-12-31 13F CATERPILLAR SC 149123101 484,283 8,748 1.84 116 -99.85 0.2826
2022-11-09 2022-09-30 13F CATERPILLAR SC 149123101 475,535 5,377 1.14 78,026 -7.16 0.2036
2022-08-10 2022-06-30 13F CATERPILLAR SC 149123101 470,158 17,557 3.88 84,045 -16.66 0.2096
2022-05-12 2022-03-31 13F CATERPILLAR SC 149123101 452,601 431,985 2,095.39 100,849 2,266.24 0.2116
2022-01-27 2021-12-31 13F CATERPILLAR SC 149123101 20,616 4,720 29.69 4,262 39.65 0.0085
2021-11-12 2021-09-30 13F CATERPILLAR SC 149123101 15,896 747 4.93 3,052 -7.46 0.0065
2021-08-06 2021-06-30 13F CATERPILLAR SC 149123101 15,149 2,260 17.53 3,298 10.34 0.0072
2021-05-13 2021-03-31 13F CATERPILLAR SC 149123101 12,889 402 3.22 2,989 31.50 0.0072
2021-02-09 2020-12-31 13F CATERPILLAR SC 149123101 12,487 1,841 17.29 2,273 43.14 0.0060
2020-11-12 2020-09-30 13F CATERPILLAR SC 149123101 10,646 -14,417 -57.52 1,588 -49.91 0.0047
2020-08-05 2020-06-30 13F CATERPILLAR SC 149123101 25,063 15,938 174.66 3,170 199.62 0.0100
2020-04-30 2020-03-31 13F CATERPILLAR SC 149123101 9,125 -553 -5.71 1,058 -26.01 0.0043
2020-02-04 2019-12-31 13F CATERPILLAR SC 149123101 9,678 -603 -5.87 1,430 10.08 0.0046
2019-11-07 2019-09-30 13F CATERPILLAR SC 149123101 10,281 3,740 57.18 1,299 45.63 0.0046
2019-07-19 2019-06-30 13F CATERPILLAR SC 149123101 6,541 -1,278 -16.34 892 -15.85 0.0030
2019-05-13 2019-03-31 13F CATERPILLAR SC 149123101 7,819 34 0.44 1,060 7.18 0.0041
2019-05-21 2018-12-31 13F/A-1 CATERPILLAR SC 149123101 7,785 614 8.56 989 -9.52 0.0043
2019-02-12 2018-12-31 13F CATERPILLAR SC 149123101 7,785 614 989 0.0043
2018-11-06 2018-09-30 13F CATERPILLAR SC 149123101 7,171 45 0.63 1,093 13.03 0.0041
2018-07-25 2018-06-30 13F CATERPILLAR SC 149123101 7,126 -1,051 -12.85 967 -19.68 0.0038
2018-05-10 2018-03-31 13F CATERPILLAR SC 149123101 8,177 -160 -1.92 1,204 -8.37 0.0047
2018-01-30 2017-12-31 13F CATERPILLAR SC 149123101 8,337 -622 -6.94 1,314 17.53 0.0051
2017-11-03 2017-09-30 13F CATERPILLAR SC 149123101 8,959 -300 -3.24 1,118 12.47 0.0045
2017-07-27 2017-06-30 13F CATERPILLAR SC 149123101 9,259 459 5.22 994 21.66 0.0040
2017-05-12 2017-03-31 13F CATERPILLAR SC 149123101 8,800 -262 -2.89 817 -2.85 0.0034
2017-02-07 2016-12-31 13F CATERPILLAR SC 149123101 9,062 1,910 26.71 841 32.23 0.0039
2016-11-10 2016-09-30 13F CATERPILLAR SC 149123101 7,152 -72,847 -91.06 636 -89.51 0.0032
2016-08-11 2016-06-30 13F CATERPILLAR SC 149123101 79,999 -342 -0.43 6,064 -1.40 0.0333
2016-05-11 2016-03-31 13F CATERPILLAR SC 149123101 80,341 67,018 503.02 6,150 579.56 0.0347
2016-02-12 2015-12-31 13F CATERPILLAR SC 149123101 13,323 -1,874 -12.33 905 -8.95 0.0050
2015-11-16 2015-09-30 13F CATERPILLAR SC 149123101 15,197 974 6.85 994 -17.51 0.0057
2015-08-14 2015-06-30 13F CATERPILLAR SC 149123101 14,223 -5,985 -29.62 1,205 -25.48 0.0063
2015-06-18 2015-03-31 13F/A-1 CATERPILLAR SC 149123101 20,208 -1,661 -7.60 1,617 -19.27 0.0082
2015-05-14 2015-03-31 13F CATERPILLAR SC 149123101 20,208 1,617
2015-02-17 2014-12-31 13F CATERPILLAR SC 149123101 21,869 1,406 6.87 2,003 -1.18 0.0108
2014-12-11 2014-09-30 13F/A-1 CATERPILLAR SC 149123101 20,463 780 3.96 2,027 -5.28 0.0115
2014-11-13 2014-09-30 13F CATERPILLAR SC 149123101 20,463 780 2,027 0.0128
2014-08-13 2014-06-30 13F CATERPILLAR SC 149123101 19,683 -1,850 -8.59 2,140 -0.05 0.0132
2014-05-14 2014-03-31 13F CATERPILLAR SC 149123101 21,533 -7,945 -26.95 2,141 -19.99 0.0144
2014-02-18 2013-12-31 13F CATERPILLAR SC 149123101 29,478 16,214 122.24 2,676 142.39 0.0192
2013-11-08 2013-09-30 13F CATERPILLAR SC 149123101 13,264 46 0.35 1,104 1.19 0.0090
2013-08-14 2013-06-30 13F CATERPILLAR SC 149123101 13,218 13,218 1,091 0.0098
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.