Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionKoshinski Asset Management, Inc.
Latest Disclosed Ownership18,663 shares
Latest Disclosed Value $ 13,222,211
Koshinski Asset Management, Inc. reports 0.21% decrease in ownership of CAT / Caterpillar Inc.

On April 27, 2026 - Koshinski Asset Management, Inc. filed a 13F-HR form disclosing ownership of 18,663 shares of Caterpillar Inc. (US:CAT) valued at $13,221,989 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 18,702 shares of Caterpillar Inc.. This represents a change in shares of -0.21% during the quarter. The current value of the position is $16,876,578 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)
2026-04-27 2026-03-31 13F CATERPILLAR COM 149123101 18,663 -39 -0.21 13,222 23.42 0.8233
2026-02-03 2025-12-31 13F CATERPILLAR COM 149123101 18,702 -442 -2.31 10,714 17.29 0.6900
2025-11-10 2025-09-30 13F CATERPILLAR COM 149123101 19,144 -144 -0.75 9,135 22.00 0.6138
2025-07-29 2025-06-30 13F CATERPILLAR COM 149123101 19,288 -98 -0.51 7,488 17.11 0.5652
2025-04-25 2025-03-31 13F CATERPILLAR COM 149123101 19,386 -199 -1.02 6,394 -10.01 0.5427
2025-01-16 2024-12-31 13F CATERPILLAR COM 149123101 19,585 -206 -1.04 7,105 -8.22 0.6077
2024-10-10 2024-09-30 13F CATERPILLAR COM 149123101 19,791 -166 -0.83 7,740 18.95 0.6695
2024-07-12 2024-06-30 13F CATERPILLAR COM 149123101 19,957 2,708 15.70 6,507 2.96 0.6032
2024-05-08 2024-03-31 13F CATERPILLAR COM 149123101 17,249 1,981 12.97 6,320 40.01 0.6468
2024-01-29 2023-12-31 13F CATERPILLAR COM 149123101 15,268 -5,513 -26.53 4,514 -20.43 0.6852
2023-10-18 2023-09-30 13F CATERPILLAR COM 149123101 20,781 -277 -1.32 5,673 9.50 0.6520
2023-07-28 2023-06-30 13F CATERPILLAR COM 149123101 21,058 -4,755 -18.42 5,181 -12.28 0.5551
2023-04-12 2023-03-31 13F CATERPILLAR COM 149123101 25,813 -173 -0.67 5,907 -5.12 0.5768
2023-01-24 2022-12-31 13F CATERPILLAR COM 149123101 25,986 -684 -2.56 6,225 155,525.00 0.6021
2022-10-20 2022-09-30 13F/A-1 CATERPILLAR COM 149123101 26,670 -669 -2.45 4 0.00 0.5225
2022-10-18 2022-09-30 13F CATERPILLAR COM 149123101 26,670 -669 4 0.5225
2022-07-12 2022-06-30 13F CATERPILLAR COM 149123101 27,339 -328 -1.19 5 -99.94 0.4856
2022-04-20 2022-03-31 13F CATERPILLAR COM 149123101 27,667 798 2.97 6,165 10.98 0.5062
2022-01-14 2021-12-31 13F CATERPILLAR COM 149123101 26,869 -1,184 -4.22 5,555 3.14 0.4486
2021-10-12 2021-09-30 13F CATERPILLAR COM 149123101 28,053 5,836 26.27 5,385 11.38 0.4681
2021-07-26 2021-06-30 13F CATERPILLAR COM 149123101 22,217 -6,010 -21.29 4,835 -26.13 0.6081
2021-05-06 2021-03-31 13F CATERPILLAR COM 149123101 28,227 8,606 43.86 6,545 83.28 0.6934
2021-03-30 2020-12-31 13F/A-2 CATERPILLAR COM 149123101 19,621 424 2.21 3,571 14.38 0.4524
2021-02-05 2020-12-31 13F/A-1 CATERPILLAR COM 149123101 13,745 -5,876 3,571 0.4522
2020-11-16 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 19,197 162 0.85 3,122 29.65 0.4194
2020-07-29 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 19,035 -608 -3.10 2,408 5.66 0.3903
2020-04-30 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 19,643 976 5.23 2,279 -17.25 0.4787
2020-01-29 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 18,667 7,445 66.34 2,754 94.35 0.4741
2019-10-30 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 11,222 -755 -6.30 1,417 -13.17 0.9836
2019-07-18 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 11,977 -1,416 -10.57 1,632 -10.08 0.6639
2019-05-14 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 13,393 -10,847 -44.75 1,815 -41.07 0.4863
2019-02-08 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 24,240 -1,515 -5.88 3,080 -21.57 0.7569
2018-11-15 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 25,755 12,694 97.19 3,927 121.61 0.5589
2018-08-13 2018-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 13,061 1,966 17.72 1,772 8.38 0.5410
2018-08-10 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 13,061 1,966 348
2018-04-09 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 11,095 -3,207 -22.42 1,635 -27.46 0.5080
2018-01-17 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 14,302 239 1.70 2,254 28.51 0.5642
2018-01-17 2017-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 14,063 790 5.95 1,754 23.00 0.5754
2017-10-12 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 14,063 790 1,754
2018-01-17 2017-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 13,273 2,125 19.06 1,426 37.91 0.5200
2017-07-10 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 13,273 2,125 1,426
2018-01-17 2017-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 11,148 1,240 12.52 1,034 12.51 0.4049
2017-04-10 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 11,148 1,240 1,034
2018-01-17 2016-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 9,908 -659 -6.24 919 -2.03 0.4555
2017-01-24 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 9,908 -659 919
2018-01-17 2016-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 10,567 -974 -8.44 938 7.20 0.4663
2016-10-17 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 10,567 -974 938
2018-01-17 2016-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 11,541 689 6.35 875 5.29 0.4773
2016-08-10 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 11,541 689 875
2018-01-17 2016-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 10,852 310 2.94 831 16.06 0.5366
2016-04-14 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 10,852 310 831
2018-01-17 2015-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 10,542 157 1.51 716 -18.73 0.5006
2016-01-19 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 10,542 157 716
2018-01-17 2015-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 10,385 -565 -5.16 881 -5.17 0.5620
2015-10-13 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 10,385 -565 881
2018-01-17 2015-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 10,950 -57 -0.52 929 5.45 0.5874
2015-07-13 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 10,950 -57 929
2015-04-15 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 11,007 -87 -0.78 881 -13.20 0.5711
2018-01-17 2014-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 11,094 11,094 1,015 0.5753
2015-02-13 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 11,094 1,015
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.