卡特彼勒公司
DE ˙ XTRA ˙ US1491231015
€810.00 ↑9.20 (1.15%)
2026-06-04
分享價格
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionGarde Capital, Inc.
Latest Disclosed Ownership5,462 shares
Latest Disclosed Value $ 3,869,285
Garde Capital, Inc. reports 6.39% increase in ownership of CAT1 / Caterpillar Inc.

On April 29, 2026 - Garde Capital, Inc. filed a 13F-HR form disclosing ownership of 5,462 shares of Caterpillar Inc. (DE:CAT1) valued at $3,353,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,134 shares of Caterpillar Inc.. This represents a change in shares of 6.39% during the quarter. The current value of the position is $4,424,220 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)
2026-04-29 2026-03-31 13F CATERPILLAR COM 149123101 5,462 328 6.39 3,869 31.55 0.2318
2026-02-10 2025-12-31 13F CATERPILLAR COM 149123101 5,134 12 0.23 2,941 20.38 0.1743
2025-12-16 2025-09-30 13F CATERPILLAR COM 149123101 5,122 -237 -4.42 2,444 17.45 0.1190
2025-07-03 2025-06-30 13F CATERPILLAR COM 149123101 5,359 2 0.04 2,080 17.78 0.1087
2025-04-22 2025-03-31 13F CATERPILLAR COM 149123101 5,357 1 0.02 1,767 176,500.00 0.0993
2025-02-25 2024-12-31 13F Caterpillar Equities 149123101 5,356 335 6.67 2 0.00 0.1281
2024-12-03 2024-09-30 13F Caterpillar Equities 149123101 5,021 0 0.00 2 0.00 0.1291
2024-08-19 2024-06-30 13F Caterpillar Equities 149123101 5,021 -55 -1.08 2 0.00 0.1161
2024-05-29 2024-03-31 13F Caterpillar Equities 149123101 5,076 -40 -0.78 2 0.00 0.1300
2024-02-21 2023-12-31 13F Caterpillar Equities 149123101 5,116 270 5.57 2 0.00 0.1154
2023-11-17 2023-09-30 13F Caterpillar Equities 149123101 4,846 10 0.21 1 0.00 0.1127
2023-08-29 2023-06-30 13F Caterpillar Equities 149123101 4,836 0 0.00 1 0.00 0.0990
2023-05-25 2023-03-31 13F Caterpillar Equities 149123101 4,836 25 0.52 1 -99.91 0.1215
2023-02-24 2022-12-31 13F Caterpillar Equities 149123101 4,811 0 0.00 1,153 46.13 0.1385
2022-12-01 2022-09-30 13F AMERICAN EXPRESS Equities 149123101 4,811 0 0.00 789 -8.26 0.1020
2022-08-23 2022-06-30 13F Caterpillar Equities 149123101 4,811 83 1.76 860 -18.33 0.1047
2022-05-27 2022-03-31 13F Caterpillar Equities 149123101 4,728 0 0.00 1,053 7.78 0.1081
2022-02-25 2021-12-31 13F Caterpillar Equities 149123101 4,728 4 0.08 977 7.72 0.0955
2021-11-17 2021-09-30 13F Caterpillar Equities 149123101 4,724 0 0.00 907 -11.77 0.0938
2021-08-19 2021-06-30 13F Caterpillar Equities 149123101 4,724 0 0.00 1,028 -6.12 0.1063
2021-05-24 2021-03-31 13F Caterpillar Equities 149123101 4,724 -1,230 -20.66 1,095 1.11 0.1266
2021-02-26 2020-12-31 13F Caterpillar Equities 149123101 5,954 0 0.00 1,083 21.96 0.1319
2020-11-17 2020-09-30 13F CATERPILLAR EQUITIES 149123101 5,954 0 0.00 888 17.93 0.1337
2020-09-02 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 5,954 -400 -6.30 753 2.17 0.1089
2020-05-08 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 6,354 0 0.00 737 -21.43 0.1295
2020-02-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 6,354 67 1.07 938 18.14 0.1362
2019-11-13 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 6,287 -300 -4.55 794 -11.58 0.1238
2019-08-20 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 6,587 -100 -1.50 898 -0.88 0.1470
2019-05-08 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 6,687 0 0.00 906 6.59 0.1564
2019-02-20 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 6,687 0 0.00 850 -1.73 0.1506
2018-11-16 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 6,687 800 13.59 865 8.26 0.1455
2018-08-20 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 5,887 0 0.00 799 -7.95 0.1383
2018-05-16 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 5,887 -400 -6.36 868 -12.41 0.1577
2018-02-22 2017-12-31 13F CATERPILLAR INC DEL COM Stock 149123101 6,287 400 6.79 991 35.01 0.1869
2017-11-17 2017-09-30 13F CATERPILLAR INC DEL COM Stock 149123101 5,887 -1,100 -15.74 734 -2.26 0.1441
2017-07-31 2017-06-30 13F CATERPILLAR INC DEL COM Stock 149123101 6,987 0 0.00 751 15.90 0.1866
2017-05-17 2017-03-31 13F CATERPILLAR INC DEL COM Stock 149123101 6,987 0 0.00 648 0.00 0.1730
2017-02-28 2016-12-31 13F CATERPILLAR INC DEL COM Stock 149123101 6,987 -250 -3.45 648 37.00 0.1864
2016-11-17 2016-09-30 13F CATERPILLAR INC DEL COM Stock 149123101 7,237 250 3.58 473 -10.75 0.1511
2016-08-11 2016-06-30 13F CATERPILLAR INC DEL COM Stock 149123101 6,987 -1,375 -16.44 530 -17.19 0.1716
2016-05-16 2016-03-31 13F CATERPILLAR INC DEL COM Stock 149123101 8,362 1,125 15.55 640 30.08 0.2118
2016-02-08 2015-12-31 13F CATERPILLAR INC DEL COM Stock 149123101 7,237 0 0.00 492 4.02 0.1729
2015-11-17 2015-09-30 13F CATERPILLAR INC DEL COM Stock 149123101 7,237 0 0.00 473 -22.96 0.1511
2015-08-04 2015-06-30 13F CATERPILLAR INC DEL COM Stock 149123101 7,237 0 0.00 614 6.04 0.1845
2015-04-13 2015-03-31 13F CATERPILLAR Stock 149123101 7,237 0 0.00 579 -12.54 0.1755
2015-02-23 2014-12-31 13F CATERPILLAR Stock 149123101 7,237 -84 -1.15 662 -8.69 0.2034
2014-10-10 2014-09-30 13F CATERPILLAR Stock 149123101 7,321 84 1.16 725 -7.76 0.2833
2014-08-12 2014-06-30 13F CATERPILLAR Stock 149123101 7,237 7,237 786 0.3093
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.