Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionMONECO Advisors, LLC
Latest Disclosed Ownership6,292 shares
Latest Disclosed Value $ 4,457,493
MONECO Advisors, LLC reports 4.34% increase in ownership of CAT / Caterpillar Inc.

On May 7, 2026 - MONECO Advisors, LLC filed a 13F-HR form disclosing ownership of 6,292 shares of Caterpillar Inc. (US:CAT) valued at $4,457,630 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,030 shares of Caterpillar Inc.. This represents a change in shares of 4.34% during the quarter. The current value of the position is $5,917,500 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)
2026-05-07 2026-03-31 13F CATERPILLAR COM 149123101 6,292 262 4.34 4,457 29.04 0.3457
2026-02-04 2025-12-31 13F CATERPILLAR COM 149123101 6,030 -163 -2.63 3,454 16.93 0.2742
2025-11-05 2025-09-30 13F CATERPILLAR COM 149123101 6,193 84 1.38 2,955 24.59 0.2467
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 6,109 40 0.66 2,372 18.49 0.2207
2025-08-15 2025-03-31 13F/A-1 CATERPILLAR COM 149123101 6,069 1 0.02 2,002 -9.09 0.2073
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 5,879 401 1,939 0.1994
2025-08-15 2024-12-31 13F/A-1 CATERPILLAR COM 149123101 6,068 1,509 33.10 2,201 23.44 0.2322
2025-02-04 2024-12-31 13F CATERPILLAR COM 149123101 5,478 919 1,987 0.2095
2024-10-25 2024-09-30 13F CATERPILLAR COM 149123101 4,559 -11 -0.24 1,783 17.15 0.2219
2024-07-19 2024-06-30 13F CATERPILLAR COM 149123101 4,570 572 14.31 1,522 3.96 0.2237
2024-07-19 2024-03-31 13F/A-1 CATERPILLAR COM 149123101 3,998 1,200 42.89 1,465 77.03 0.2325
2024-04-25 2024-03-31 13F CATERPILLAR COM 149123101 2,790 -8 1,022 0.1655
2024-03-13 2023-12-31 13F/A-1 CATERPILLAR COM 149123101 2,798 -394 -12.34 827 -5.05 0.1577
2024-02-05 2023-12-31 13F CATERPILLAR COM 149123101 2,792 -394 826 0.1573
2024-03-13 2023-09-30 13F/A-1 CATERPILLAR COM 149123101 3,192 514 19.19 871 32.37 0.2364
2023-11-06 2023-09-30 13F CATERPILLAR COM 149123101 3,186 514 870 0.2421
2024-03-13 2023-06-30 13F/A-1 CATERPILLAR COM 149123101 2,678 -6 -0.22 659 7.17 0.1793
2023-08-03 2023-06-30 13F CATERPILLAR COM 149123101 2,672 -12 658 0.1805
2023-05-12 2023-03-31 13F CATERPILLAR COM 149123101 2,684 -89 -3.21 614 -7.53 0.1806
2023-01-30 2022-12-31 13F CATERPILLAR COM 149123101 2,773 48 1.76 664 48.55 0.2401
2022-11-02 2022-09-30 13F CATERPILLAR COM 149123101 2,725 -31 -1.12 447 -9.33 0.1789
2022-08-10 2022-06-30 13F CATERPILLAR COM 149123101 2,756 43 1.58 493 -18.38 0.1913
2022-05-09 2022-03-31 13F CATERPILLAR COM 149123101 2,713 70 2.65 604 13.96 0.2219
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 2,643 50 1.93 530 6.43 0.1991
2021-11-03 2021-09-30 13F CATERPILLAR COM 149123101 2,593 792 43.98 498 27.04 0.1965
2021-08-10 2021-06-30 13F CATERPILLAR COM 149123101 1,801 162 9.88 392 3.16 0.1804
2021-05-17 2021-03-31 13F CATERPILLAR COM 149123101 1,639 38 2.37 380 21.02 0.1847
2021-01-22 2020-12-31 13F CATERPILLAR COM 149123101 1,601 3 0.19 314 31.93 0.1733
2020-10-20 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,598 -196 -10.93 238 4.85 0.1517
2020-07-31 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,794 47 2.69 227 11.82 0.1777
2020-05-11 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 1,747 -198 -10.18 203 -29.27 0.2077
2020-01-21 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 1,945 -869 -30.88 287 -19.15 0.2042
2019-10-31 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 2,814 13 0.46 355 -7.07 0.2760
2019-07-24 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 2,801 -752 -21.17 382 -20.58 0.3071
2019-04-26 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 3,553 773 27.81 481 36.26 0.3894
2019-02-14 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 2,780 2,780 353 0.4107
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.