Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership7,669 shares
Latest Disclosed Value $ 5,433,180
Legacy Bridge, LLC reports 4.13% increase in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 7,669 shares of Caterpillar Inc. (US:CAT) valued at $5,433,180 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 7,365 shares of Caterpillar Inc.. This represents a change in shares of 4.13% during the quarter. The current value of the position is $7,102,874 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)
2026-05-14 2026-03-31 13F CATERPILLAR COM 149123101 7,669 304 4.13 5,433 28.77 2.0721
2026-01-23 2025-12-31 13F CATERPILLAR COM 149123101 7,365 163 2.26 4,219 22.79 1.7124
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 7,202 -70 -0.96 3,436 21.71 1.4300
2025-08-06 2025-06-30 13F CATERPILLAR COM 149123101 7,272 300 4.30 2,823 22.79 1.3398
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 6,972 -176 -2.46 2,299 -11.34 1.2830
2025-01-22 2024-12-31 13F CATERPILLAR COM 149123101 7,148 0 0.00 2,593 -7.23 1.3519
2024-11-07 2024-09-30 13F CATERPILLAR COM 149123101 7,148 12 0.17 2,796 17.59 1.5055
2024-08-06 2024-06-30 13F CATERPILLAR COM 149123101 7,136 0 0.00 2,377 -9.07 1.4011
2024-04-25 2024-03-31 13F CATERPILLAR COM 149123101 7,136 6 0.08 2,615 24.00 1.5297
2024-01-17 2023-12-31 13F CATERPILLAR COM 149123101 7,130 0 0.00 2,108 8.32 1.3661
2023-10-11 2023-09-30 13F CATERPILLAR COM 149123101 7,130 150 2.15 1,946 13.34 1.3875
2023-07-11 2023-06-30 13F CATERPILLAR COM 149123101 6,980 235 3.48 1,717 11.28 1.1464
2023-04-24 2023-03-31 13F CATERPILLAR COM 149123101 6,745 0 0.00 1,544 -4.46 1.0768
2023-01-11 2022-12-31 13F CATERPILLAR COM 149123101 6,745 85 1.28 1,616 47.76 1.1485
2022-11-02 2022-09-30 13F CATERPILLAR COM 149123101 6,660 0 0.00 1,093 -8.23 0.8719
2022-07-21 2022-06-30 13F CATERPILLAR COM 149123101 6,660 0 0.00 1,191 -19.74 0.8790
2022-04-28 2022-03-31 13F CATERPILLAR COM 149123101 6,660 0 0.00 1,484 7.77 0.8670
2022-01-18 2021-12-31 13F CATERPILLAR COM 149123101 6,660 25 0.38 1,377 8.08 0.7173
2021-10-26 2021-09-30 13F CATERPILLAR COM 149123101 6,635 122 1.87 1,274 -10.09 0.7344
2021-08-03 2021-06-30 13F CATERPILLAR COM 149123101 6,513 65 1.01 1,417 -5.22 0.8014
2021-04-29 2021-03-31 13F CATERPILLAR COM 149123101 6,448 742 13.00 1,495 43.89 0.9673
2021-02-02 2020-12-31 13F CATERPILLAR COM 149123101 5,706 1,250 28.05 1,039 56.24 0.7532
2020-10-19 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 4,456 125 2.89 665 21.35 0.6071
2020-08-04 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 4,331 -9 -0.21 548 8.73 0.6031
2020-05-01 2020-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 4,340 -718 -14.20 504 -32.53 0.6348
2020-04-09 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 4,340 -718 504 639,285.6237
2020-02-04 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 5,058 278 5.82 747 23.68 0.6203
2019-10-15 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 4,780 -300 -5.91 604 -12.72 0.5766
2019-07-11 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 5,080 0 0.00 692 0.58 0.6675
2019-04-26 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 5,080 110 2.21 688 8.86 0.7092
2019-01-25 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 4,970 4,970 632 0.7821
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.