Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionSilvant Capital Management LLC
Latest Disclosed Ownership3,881 shares
Latest Disclosed Value $ 2,749,534
Silvant Capital Management LLC reports 0.61% decrease in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - Silvant Capital Management LLC filed a 13F-HR form disclosing ownership of 3,881 shares of Caterpillar Inc. (US:CAT) valued at $2,749,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,905 shares of Caterpillar Inc.. This represents a change in shares of -0.61% during the quarter. The current value of the position is $3,594,505 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 3,881 -24 -0.61 2,750 22.89 0.0551
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 3,905 2,829 262.92 2,237 336.06 0.0756
2025-11-18 2025-09-30 13F/A-1 CATERPILLAR COM 149123101 1,076 0 0.00 513 23.02 0.0178
2025-11-13 2025-09-30 13F CATERPILLAR COM 149123101 1,076 0 513 0.0103
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 1,076 0 0.00 418 17.80 0.0158
2025-05-14 2025-03-31 13F CATERPILLAR COM 149123101 1,076 0 0.00 355 -9.23 0.0163
2025-02-13 2024-12-31 13F CATERPILLAR COM 149123101 1,076 0 0.00 390 -7.14 0.0162
2024-10-29 2024-09-30 13F CATERPILLAR COM 149123101 1,076 0 0.00 421 17.32 0.0185
2024-07-25 2024-06-30 13F CATERPILLAR COM 149123101 1,076 0 0.00 358 -9.14 0.0159
2024-04-30 2024-03-31 13F CATERPILLAR COM 149123101 1,076 0 0.00 394 23.90 0.0188
2024-01-25 2023-12-31 13F CATERPILLAR COM 149123101 1,076 0 0.00 318 8.53 0.0171
2023-10-24 2023-09-30 13F CATERPILLAR COM 149123101 1,076 0 0.00 294 10.98 0.0177
2023-07-25 2023-06-30 13F CATERPILLAR COM 149123101 1,076 0 0.00 265 7.32 0.0149
2023-04-26 2023-03-31 13F CATERPILLAR COM 149123101 1,076 0 0.00 246 -4.28 0.0160
2023-01-23 2022-12-31 13F CATERPILLAR COM 149123101 1,076 0 0.00 258 45.20 0.0183
2022-11-09 2022-09-30 13F CATERPILLAR COM 149123101 1,076 0 0.00 177 -7.81 0.0120
2022-08-03 2022-06-30 13F CATERPILLAR COM 149123101 1,076 0 0.00 192 -20.00 0.0465
2022-05-05 2022-03-31 13F CATERPILLAR COM 149123101 1,076 0 0.00 240 8.11 0.0457
2022-02-07 2021-12-31 13F CATERPILLAR COM 149123101 1,076 0 0.00 222 7.25 0.0379
2021-11-08 2021-09-30 13F CATERPILLAR COM 149123101 1,076 0 0.00 207 -11.54 0.0370
2021-08-03 2021-06-30 13F CATERPILLAR COM 149123101 1,076 0 0.00 234 -6.02 0.0369
2021-05-11 2021-03-31 13F CATERPILLAR COM 149123101 1,076 0 0.00 249 27.04 0.0425
2021-02-05 2020-12-31 13F CATERPILLAR COM 149123101 1,076 0 0.00 196 22.50 0.0335
2020-11-09 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,076 0 0.00 160 17.65 0.0299
2020-08-11 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,076 0 0.00 136 8.80 0.0245
2020-05-13 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 1,076 0 0.00 125 -21.38 0.0272
2020-02-10 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 1,076 0 0.00 159 16.91 0.0290
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 1,076 -237 -18.05 136 -24.02 0.0269
2019-08-09 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 1,313 0 0.00 179 0.56 0.0321
2019-05-10 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 1,313 0 0.00 178 6.59 0.0320
2019-02-06 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 1,313 0 0.00 167 -16.50 0.0334
2018-11-07 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 1,313 0 0.00 200 12.36 0.0247
2018-08-13 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 1,313 0 0.00 178 -8.25 0.0220
2018-05-09 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 1,313 1,313 194 0.0249
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.