Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership74,764 shares
Latest Disclosed Value $ 52,967,303
Wealthfront Advisers Llc reports 6.27% increase in ownership of CAT / Caterpillar Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 74,764 shares of Caterpillar Inc. (US:CAT) valued at $52,967,303 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 70,350 shares of Caterpillar Inc.. This represents a change in shares of 6.27% during the quarter. The current value of the position is $70,314,047 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)
2026-05-05 2026-03-31 13F CATERPILLAR COM 149123101 74,764 4,414 6.27 52,967 31.43 0.1163
2026-01-30 2025-12-31 13F CATERPILLAR COM 149123101 70,350 4,090 6.17 40,301 27.47 0.0901
2025-11-06 2025-09-30 13F CATERPILLAR COM 149123101 66,260 1,561 2.41 31,616 25.88 0.0742
2025-07-31 2025-06-30 13F CATERPILLAR COM 149123101 64,699 1,197 1.88 25,117 19.93 0.0647
2025-05-02 2025-03-31 13F CATERPILLAR COM 149123101 63,502 2,380 3.89 20,943 -5.55 0.0562
2025-04-01 2024-12-31 13F/A-1 CATERPILLAR COM 149123101 61,122 3,762 6.56 22,173 -1.17 0.0648
2025-02-07 2024-12-31 13F CATERPILLAR COM 149123101 138,605 81,245 8,839 0.0267
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 57,360 -704 -1.21 22,435 15.99 0.0690
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 58,064 2,686 4.85 19,341 -4.69 0.0651
2024-04-19 2024-03-31 13F CATERPILLAR COM 149123101 55,378 1,273 2.35 20,292 26.85 0.0710
2024-02-09 2023-12-31 13F CATERPILLAR COM 149123101 54,105 1,391 2.64 15,997 11.17 0.0614
2023-11-01 2023-09-30 13F CATERPILLAR COM 149123101 52,714 5,348 11.29 14,391 23.48 0.0620
2023-08-07 2023-06-30 13F CATERPILLAR COM 149123101 47,366 -8,615 -15.39 11,654 -9.02 0.0494
2023-04-28 2023-03-31 13F CATERPILLAR COM 149123101 55,981 9,916 21.53 12,811 16.09 0.0582
2023-02-10 2022-12-31 13F CATERPILLAR COM 149123101 46,065 6,925 17.69 11,035 71.83 0.0535
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 39,140 2,199 5.95 6,422 -2.76 0.0341
2022-07-20 2022-06-30 13F CATERPILLAR COM 149123101 36,941 -16 -0.04 6,604 -19.81 0.0332
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 36,957 -8,344 -18.42 8,235 -12.08 0.0361
2022-01-21 2021-12-31 13F CATERPILLAR COM 149123101 45,301 8,120 21.84 9,366 31.23 0.0396
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 37,181 15 0.04 7,137 -11.76 0.0331
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 37,166 -948 -2.49 8,088 -8.48 0.0384
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 38,114 2,306 6.44 8,837 35.58 0.0473
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 35,808 2,615 7.88 6,518 31.65 0.0392
2020-11-16 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 33,193 4,818 16.98 4,951 37.95 0.0354
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 28,375 8,046 39.58 3,589 52.14 0.0278
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 20,329 -9,819 -32.57 2,359 -47.01 0.0214
2020-01-21 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 30,148 4,352 16.87 4,452 36.65 0.0330
2019-10-15 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 25,796 -2,476 -8.76 3,258 -15.44 0.0273
2019-08-13 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 28,272 -3,894 -12.11 3,853 -11.59 0.0335
2019-05-13 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 32,166 -1,605 -4.75 4,358 1.56 0.0404
2019-02-14 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 33,771 33,771 4,291 0.0456
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.