Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionBuckingham Strategic Partners
Latest Disclosed Ownership14,560 shares
Latest Disclosed Value $ 10,315,141
Buckingham Strategic Partners reports 24.70% increase in ownership of CAT / Caterpillar Inc.

On May 13, 2026 - Buckingham Strategic Partners filed a 13F-HR form disclosing ownership of 14,560 shares of Caterpillar Inc. (US:CAT) valued at $10,315,178 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 11,676 shares of Caterpillar Inc.. This represents a change in shares of 24.70% during the quarter. The current value of the position is $13,166,317 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)
2026-05-13 2026-03-31 13F CATERPILLAR COM 149123101 14,560 2,884 24.70 10,315 54.23 0.1039
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 11,676 -4,133 -26.14 6,689 -15.96 0.0820
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 15,809 6,151 63.69 7,959 112.33 0.0902
2025-07-31 2025-06-30 13F CATERPILLAR COM 149123101 9,658 -3,378 -25.91 3,748 -12.82 0.0500
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 13,036 1,413 12.16 4,300 1.97 0.0654
2025-02-18 2024-12-31 13F CATERPILLAR COM 149123101 11,623 3,544 43.87 4,217 33.42 0.0712
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 8,079 1,209 17.60 3,160 38.11 0.0665
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 6,870 -4,548 -39.83 2,289 -45.30 0.0601
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 11,418 8,688 318.24 4,184 418.34 0.1210
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 2,730 -2,447 -47.27 807 -42.89 0.0387
2023-11-15 2023-09-30 13F CATERPILLAR COM 149123101 5,177 2,217 74.90 1,413 94.09 0.0685
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 2,960 678 29.71 728 39.46 0.0405
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 2,282 -5,848 -71.93 522 -73.19 0.0338
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 8,130 5,711 236.09 1,948 390.43 0.1509
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 2,419 284 13.30 397 3.93 0.0234
2022-08-12 2022-06-30 13F CATERPILLAR COM 149123101 2,135 631 41.95 382 13.69 0.0322
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 1,504 1,504 336 0.0335
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.