Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionClark Capital Management Group, Inc.
Latest Disclosed Ownership112,369 shares
Latest Disclosed Value $ 79,608,645
Clark Capital Management Group, Inc. reports 1,472.47% increase in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Clark Capital Management Group, Inc. filed a 13F-HR form disclosing ownership of 112,369 shares of Caterpillar Inc. (US:CAT) valued at $79,608,942 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,146 shares of Caterpillar Inc.. This represents a change in shares of 1,472.47% during the quarter. The current value of the position is $101,613,039 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)
2026-05-15 2026-03-31 13F CATERPILLAR COM 149123101 112,369 105,223 1,472.47 79,609 1,844.98 0.4913
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 7,146 676 10.45 4,093 32.59 0.0252
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 6,470 987 18.00 3,087 45.07 0.0193
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 5,483 -56 -1.01 2,129 16.54 0.0148
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 5,539 -730 -11.64 1,827 -19.70 0.0131
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 6,269 326 5.49 2,274 -2.15 0.0159
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 5,943 1,218 25.78 2,325 47.65 0.0159
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 4,725 -281 -5.61 1,574 -14.18 0.0116
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 5,006 -114,647 -95.82 1,834 -94.82 0.0137
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 119,653 -3,998 -3.23 35,378 4.80 0.2896
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 123,651 119,290 2,735.38 33,757 3,045.95 0.3376
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 4,361 622 16.64 1,073 25.50 0.0096
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 3,739 -157,573 -97.68 856 -97.79 0.0096
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 161,312 5,731 3.68 38,644 51.37 0.3555
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 155,581 4,959 3.29 25,528 -5.19 0.3346
2022-08-15 2022-06-30 13F CATERPILLAR COM 149123101 150,622 -64,588 -30.01 26,925 -43.85 0.3533
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 215,210 6,854 3.29 47,953 11.32 0.5363
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 208,356 65,639 45.99 43,075 57.23 0.5284
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 142,717 -52,287 -26.81 27,397 -35.44 0.3747
2021-08-02 2021-06-30 13F CATERPILLAR COM 149123101 195,004 -2,275 -1.15 42,439 -7.22 0.5958
2021-05-17 2021-03-31 13F CATERPILLAR COM 149123101 197,279 -7,378 -3.61 45,743 22.79 0.6971
2021-01-26 2020-12-31 13F CATERPILLAR COM 149123101 204,657 54,703 36.48 37,252 66.56 0.6151
2020-11-12 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 149,954 146,793 4,643.88 22,366 5,491.50 0.4215
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,161 -2,894 -47.80 400 -43.10 0.0075
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 6,055 -734 -10.81 703 -29.91 0.0179
2020-01-27 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 6,789 5 0.07 1,003 17.04 0.0210
2019-11-06 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 6,784 -1,551 -18.61 857 -24.56 0.0194
2019-07-12 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 8,335 -518 -5.85 1,136 -5.25 0.0240
2019-05-08 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 8,853 -64 -0.72 1,199 5.83 0.0286
2019-02-14 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 8,917 -180,304 -95.29 1,133 -96.07 0.0305
2019-05-08 2018-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 189,221 -28,708 -13.17 28,854 -2.41 0.7307
2018-11-14 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 189,290 -28,639 28,865
2019-05-08 2018-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 217,929 61,420 39.24 29,566 28.18 0.8508
2018-08-14 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 217,929 61,420 29,566
2019-05-08 2018-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 156,509 -100,956 -39.21 23,066 -43.15 0.7227
2018-05-15 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 156,799 -100,666 23,109
2018-02-14 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 257,465 47,679 22.73 40,571 55.08 1.2402
2017-11-14 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 209,786 98,755 88.94 26,162 119.28 0.8816
2017-08-14 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 111,031 111,031 11,931 0.4638
2015-05-07 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -3,253 -100.00 0 -100.00
2015-02-17 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 3,253 -314 -8.80 298 -15.58 0.0273
2014-11-13 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 3,567 646 22.12 353 11.36 0.0305
2014-08-04 2014-06-30 13F CATERPILLAR Common Stock 149123101 2,921 -298 -9.26 317 -0.94 0.0264
2014-05-13 2014-03-31 13F CATERPILLAR COM 149123101 3,219 -449 -12.24 320 -3.90 0.0276
2014-02-06 2013-12-31 13F CATERPILLAR COM 149123101 3,668 -502 -12.04 333 -4.31 0.0277
2013-11-08 2013-09-30 13F CATERPILLAR Common Stock 149123101 4,170 -920 -18.07 348 -17.14 0.0275
2013-08-08 2013-06-30 13F CATERPILLAR Common Stock 149123101 5,090 5,090 420 0.0387
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.