Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionMurphy, Middleton, Hinkle & Parker, Inc.
Latest Disclosed Ownership7,211 shares
Latest Disclosed Value $ 5,108,705
Murphy, Middleton, Hinkle & Parker, Inc. ownership in CAT / Caterpillar Inc.

On April 15, 2026 - Murphy, Middleton, Hinkle & Parker, Inc. filed a 13F-HR form disclosing ownership of 7,211 shares of Caterpillar Inc. (US:CAT) valued at $5,108,705 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 0 shares of Caterpillar Inc.. The current value of the position is $6,520,763 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)
2026-04-15 2026-03-31 13F CATERPILLAR COM 149123101 7,211 7,211 5,109 2.3677
2026-01-09 2025-12-31 13F CATERPILLAR COM 149123101 0 -100.00 0
2025-11-04 2025-09-30 13F CATERPILLAR COM 149123101 7,310 -14 -0.19 3,488 44.39 1.7052
2025-07-09 2025-06-30 13F CATERPILLAR COM 149123101 7,324 0 0.00 2,415 0.00 1.3517
2025-04-15 2025-03-31 13F CATERPILLAR COM 149123101 7,324 0 0.00 2,415 -9.07 1.3517
2025-01-16 2024-12-31 13F CATERPILLAR COM 149123101 7,324 -456 -5.86 2,657 -12.72 1.5010
2024-10-15 2024-09-30 13F CATERPILLAR COM 149123101 7,780 -237 -2.96 3,043 13.97 1.6400
2024-07-16 2024-06-30 13F CATERPILLAR COM 149123101 8,017 -330 -3.95 2,671 -12.69 1.5545
2024-04-11 2024-03-31 13F CATERPILLAR COM 149123101 8,347 -180 -2.11 3,059 21.30 1.7809
2024-01-24 2023-12-31 13F CATERPILLAR COM 149123101 8,527 -27 -0.32 2,521 7.97 1.5563
2023-10-03 2023-09-30 13F CATERPILLAR COM 149123101 8,554 -100 -1.16 2,335 9.68 1.5007
2023-07-05 2023-06-30 13F CATERPILLAR COM 149123101 8,654 -126 -1.44 2,129 5.97 1.3302
2023-04-05 2023-03-31 13F CATERPILLAR COM 149123101 8,780 0 0.00 2,009 -4.47 1.2477
2023-02-15 2022-12-31 13F/A-1 CATERPILLAR COM 149123101 8,780 -137 -1.54 2,103 43.75 1.3200
2023-01-17 2022-12-31 13F CATERPILLAR COM 149123101 8,780 -137 2 1.3197
2022-10-07 2022-09-30 13F CATERPILLAR COM 149123101 8,917 -300 -3.25 1,463 -11.23 1.0171
2022-07-29 2022-06-30 13F CATERPILLAR COM 149123101 9,217 0 0.00 1,648 -19.77 1.0675
2022-04-14 2022-03-31 13F CATERPILLAR COM 149123101 9,217 10 0.11 2,054 7.88 1.1031
2022-01-13 2021-12-31 13F CATERPILLAR COM 149123101 9,207 -55 -0.59 1,904 7.09 1.0146
2021-10-07 2021-09-30 13F CATERPILLAR COM 149123101 9,262 -12 -0.13 1,778 -11.89 1.0291
2021-07-13 2021-06-30 13F CATERPILLAR COM 149123101 9,274 -11 -0.12 2,018 -6.27 1.1267
2021-04-08 2021-03-31 13F CATERPILLAR COM 149123101 9,285 -421 -4.34 2,153 21.84 1.2543
2021-01-12 2020-12-31 13F CATERPILLAR COM 149123101 9,706 -150 -1.52 1,767 20.20 1.1772
2020-10-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 9,856 708 7.74 1,470 27.05 1.0750
2020-07-08 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 9,148 111 1.23 1,157 10.30 0.8532
2020-04-09 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 9,037 0 0.00 1,049 -21.42 0.9270
2020-01-08 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 9,037 148 1.66 1,335 18.88 0.8885
2019-10-16 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 8,889 1 0.01 1,123 -7.27 0.7959
2019-07-15 2019-06-30 13F CATERPILLAR INC DEL Stock 149123101 8,888 -19 -0.21 1,211 0.33 0.8622
2019-04-17 2019-03-31 13F CATERPILLAR INC DEL STOCK 149123101 8,907 1 0.01 1,207 6.63 0.8293
2019-01-24 2018-12-31 13F CATERPILLAR INC DEL Stock 149123101 8,906 1 0.01 1,132 -16.64 0.8640
2018-10-12 2018-09-30 13F CATERPILLAR INC DEL Stock 149123101 8,905 0 0.00 1,358 12.42 0.9592
2018-07-13 2018-06-30 13F CATERPILLAR INC DEL Stock 149123101 8,905 1 0.01 1,208 -7.93 0.9024
2018-04-18 2018-03-31 13F CATERPILLAR INC DEL Stock 149123101 8,904 0 0.00 1,312 -6.49 1.0189
2018-02-09 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 8,904 8,904 1,403 1.0435
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.