Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionSilvercrest Asset Management Group Llc
Latest Disclosed Ownership45,364 shares
Latest Disclosed Value $ 32,138,579
Silvercrest Asset Management Group Llc reports 1.23% decrease in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Silvercrest Asset Management Group Llc filed a 13F-HR form disclosing ownership of 45,364 shares of Caterpillar Inc. (US:CAT) valued at $32,138,579 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 45,931 shares of Caterpillar Inc.. This represents a change in shares of -1.23% during the quarter. The current value of the position is $42,015,230 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)
2026-05-15 2026-03-31 13F CATERPILLAR INC DEL COM COM 149123101 45,364 -567 -1.23 32,139 22.14 0.2322
2026-02-17 2025-12-31 13F CATERPILLAR INC DEL COM COM 149123101 45,931 -6,185 -11.87 26,312 5.81 0.1808
2025-11-14 2025-09-30 13F CATERPILLAR INC DEL COM COM 149123101 52,116 -5,963 -10.27 24,867 10.29 0.1646
2025-08-14 2025-06-30 13F CATERPILLAR INC DEL COM 149123101 58,079 1,863 3.31 22,547 21.61 0.1515
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 56,216 310 0.55 18,540 -8.58 0.1327
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 55,906 35,901 179.46 20,280 159.20 0.1355
2024-11-14 2024-09-30 13F CATERPILLAR INC DEL COM COM 149123101 20,005 188 0.95 7,824 18.53 0.0532
2024-08-15 2024-06-30 13F/A-1 CATERPILLAR INC DEL COM COM 149123101 19,817 2,478 14.29 6,601 3.90 0.0453
2024-08-14 2024-06-30 13F CATERPILLAR INC DEL COM COM 149123101 39,634 22,295 13,202 0.0302
2024-05-15 2024-03-31 13F CATERPILLAR INC DEL COM COM 149123101 17,339 -1,013 -5.52 6,354 17.08 0.0430
2024-02-14 2023-12-31 13F CATERPILLAR INC DEL COM COM 149123101 18,352 938 5.39 5,426 14.14 0.0384
2023-11-14 2023-09-30 13F CATERPILLAR INC DEL COM COM 149123101 17,414 468 2.76 4,754 14.03 0.0361
2023-08-14 2023-06-30 13F CATERPILLAR INC DEL COM COM 149123101 16,946 526 3.20 4,170 10.97 0.0297
2023-05-15 2023-03-31 13F CATERPILLAR INC DEL COM COM 149123101 16,420 513 3.22 3,758 -1.39 0.0285
2023-02-14 2022-12-31 13F CATERPILLAR INC DEL COM COM 149123101 15,907 -580 -3.52 3,811 40.85 0.0293
2022-11-14 2022-09-30 13F CATERPILLAR INC DEL COM COM 149123101 16,487 0 0.00 2,705 -8.21 0.0222
2022-08-15 2022-06-30 13F CATERPILLAR INC DEL COM COM 149123101 16,487 -26 -0.16 2,947 -19.90 0.0224
2022-05-16 2022-03-31 13F CATERPILLAR INC DEL COM COM 149123101 16,513 -329 -1.95 3,679 5.66 0.0239
2022-02-14 2021-12-31 13F CATERPILLAR INC DEL COM COM 149123101 16,842 15 0.09 3,482 7.80 0.0221
2021-11-15 2021-09-30 13F CATERPILLAR INC DEL COM COM 149123101 16,827 -6,824 -28.85 3,230 -37.24 0.0218
2021-08-16 2021-06-30 13F CATERPILLAR INC DEL COM COM 149123101 23,651 -3,804 -13.86 5,147 -19.15 0.0338
2021-05-17 2021-03-31 13F CATERPILLAR INC DEL COM COM 149123101 27,455 817 3.07 6,366 31.28 0.0430
2021-02-16 2020-12-31 13F CATERPILLAR INC DEL COM COM 149123101 26,638 -464 -1.71 4,849 19.97 0.0354
2020-11-16 2020-09-30 13F CATERPILLAR INC DEL COM COM 149123101 27,102 -661 -2.38 4,042 15.09 0.0347
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM COM 149123101 27,763 620 2.28 3,512 11.49 0.0312
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM COM 149123101 27,143 -985 -3.50 3,150 -24.17 0.0338
2020-02-14 2019-12-31 13F CATERPILLAR INC DEL COM COM 149123101 28,128 -2,440 -7.98 4,154 7.59 0.0322
2019-11-14 2019-09-30 13F CATERPILLAR INC DEL COM COM 149123101 30,568 24 0.08 3,861 -7.25 0.0318
2019-08-14 2019-06-30 13F CATERPILLAR INC DEL COM COM 149123101 30,544 -649 -2.08 4,163 -1.49 0.0390
2019-05-15 2019-03-31 13F CATERPILLAR INC DEL COM COM 149123101 31,193 2,550 8.90 4,226 16.10 0.0415
2019-02-14 2018-12-31 13F CATERPILLAR INC DEL COM COM 149123101 28,643 -706 -2.41 3,640 -18.66 0.0401
2018-11-14 2018-09-30 13F CATERPILLAR INC DEL COM COM 149123101 29,349 -3,075 -9.48 4,475 1.73 0.0406
2018-08-14 2018-06-30 13F CATERPILLAR INC DEL COM COM 149123101 32,424 198 0.61 4,399 -7.37 0.0412
2018-05-15 2018-03-31 13F CATERPILLAR INC DEL COM COM 149123101 32,226 -1,025 -3.08 4,749 -9.37 0.0463
2018-02-14 2017-12-31 13F CATERPILLAR INC DEL COM COM 149123101 33,251 1,768 5.62 5,240 33.47 0.0487
2017-11-14 2017-09-30 13F CATERPILLAR INC DEL COM COM 149123101 31,483 0 0.00 3,926 16.05 0.0391
2017-08-14 2017-06-30 13F CATERPILLAR INC DEL COM COM 149123101 31,483 127 0.41 3,383 16.29 0.0362
2017-05-15 2017-03-31 13F CATERPILLAR INC DEL COM COM 149123101 31,356 -1,450 -4.42 2,909 -4.37 0.0311
2017-02-14 2016-12-31 13F CATERPILLAR INC DEL COM COM 149123101 32,806 10 0.03 3,042 4.50 0.0341
2016-11-14 2016-09-30 13F CATERPILLAR INC DEL COM COM 149123101 32,796 -800 -2.38 2,911 14.29 0.0349
2016-08-15 2016-06-30 13F CATERPILLAR INC DEL COM COM 149123101 33,596 945 2.89 2,547 1.92 0.0324
2016-05-16 2016-03-31 13F CATERPILLAR INC DEL COM COM 149123101 32,651 -6,062 -15.66 2,499 -5.02 0.0344
2016-02-16 2015-12-31 13F CATERPILLAR INC DEL COM COM 149123101 38,713 -1,898 -4.67 2,631 -0.87 0.0364
2015-11-16 2015-09-30 13F CATERPILLAR INC DEL COM COM 149123101 40,611 -5,748 -12.40 2,654 -32.50 0.0404
2015-08-14 2015-06-30 13F CATERPILLAR INC DEL COM COM 149123101 46,359 -1,855 -3.85 3,932 1.89 0.0525
2015-05-15 2015-03-31 13F CATERPILLAR INC DEL COM COM 149123101 48,214 -569 -1.17 3,859 -13.57 0.0548
2015-02-17 2014-12-31 13F CATERPILLAR INC DEL COM COM 149123101 48,783 -64 -0.13 4,465 -7.69 0.0647
2014-11-14 2014-09-30 13F CATERPILLAR INC DEL COM COM 149123101 48,847 302 0.62 4,837 -8.30 0.0747
2014-08-14 2014-06-30 13F CATERPILLAR INC DEL COM COM 149123101 48,545 2,138 4.61 5,275 14.40 0.0791
2014-05-15 2014-03-31 13F CATERPILLAR INC DEL COM COM 149123101 46,407 -1,340 -2.81 4,611 6.34 0.0734
2014-02-14 2013-12-31 13F CATERPILLAR INC DEL COM COM 149123101 47,747 -275 -0.57 4,336 8.26 0.0719
2013-11-14 2013-09-30 13F CATERPILLAR INC DEL COM COM 149123101 48,022 12,878 36.64 4,005 38.15 0.0770
2013-08-14 2013-06-30 13F CATERPILLAR INC DEL COM COM 149123101 35,144 35,144 2,899 0.0612
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.