Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionMeredith Wealth Planning
Latest Disclosed Ownership980 shares
Latest Disclosed Value $ 694,311
Meredith Wealth Planning ownership in CAT / Caterpillar Inc.

On April 27, 2026 - Meredith Wealth Planning filed a 13F-HR form disclosing ownership of 980 shares of Caterpillar Inc. (US:CAT) valued at $694,291 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 980 shares of Caterpillar Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $921,670 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 980 0 0.00 694 23.71 0.1881
2026-01-16 2025-12-31 13F CATERPILLAR COM 149123101 980 -200 -16.95 561 -0.36 0.1671
2025-10-21 2025-09-30 13F CATERPILLAR COM 149123101 1,180 0 0.00 563 22.93 0.1785
2025-07-16 2025-06-30 13F CATERPILLAR COM 149123101 1,180 0 0.00 458 17.74 0.1663
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 1,180 0 0.00 389 -9.11 0.1717
2025-01-31 2024-12-31 13F CATERPILLAR COM 149123101 1,180 0 0.00 428 -7.16 0.1908
2024-10-18 2024-09-30 13F CATERPILLAR COM 149123101 1,180 0 0.00 462 17.30 0.2203
2024-07-24 2024-06-30 13F CATERPILLAR COM 149123101 1,180 0 0.00 393 -9.03 0.2060
2024-04-23 2024-03-31 13F CATERPILLAR COM 149123101 1,180 -189 -13.81 432 6.93 0.2412
2024-01-25 2023-12-31 13F CATERPILLAR COM 149123101 1,369 -200 -12.75 405 -5.61 0.2516
2023-10-16 2023-09-30 13F CATERPILLAR COM 149123101 1,569 -11 -0.70 428 10.31 0.3184
2023-07-14 2023-06-30 13F CATERPILLAR COM 149123101 1,580 0 0.00 389 7.48 0.3163
2023-04-24 2023-03-31 13F CATERPILLAR COM 149123101 1,580 125 8.59 362 3.74 0.2911
2023-02-01 2022-12-31 13F CATERPILLAR COM 149123101 1,455 1,455 349 0.3002
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.