卡特彼勒公司
IT ˙ BIT ˙ US1491231015
€803.40 ↓ -1.20 (-0.15%)
2026-06-04
分享價格
SecurityIT:1CAT / Caterpillar Inc.
InstitutionAdvisory Resource Group
Latest Disclosed Ownership1,642 shares
Latest Disclosed Value $ 1,163,291
Advisory Resource Group reports 0.61% increase in ownership of 1CAT / Caterpillar Inc.

On May 15, 2026 - Advisory Resource Group filed a 13F-HR form disclosing ownership of 1,642 shares of Caterpillar Inc. (IT:1CAT) valued at $972,064 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,632 shares of Caterpillar Inc.. This represents a change in shares of 0.61% during the quarter. The current value of the position is $1,319,183 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 COM 149123101 1,642 10 0.61 1,163 24.52 0.2002
2026-02-12 2025-12-31 13F CATERPILLAR COM 149123101 1,632 13 0.80 935 20.98 0.1644
2025-10-22 2025-09-30 13F CATERPILLAR COM 149123101 1,619 2 0.12 773 23.13 0.1386
2025-08-08 2025-06-30 13F CATERPILLAR COM 149123101 1,617 -21 -1.28 628 16.11 0.1206
2025-04-21 2025-03-31 13F CATERPILLAR COM 149123101 1,638 -36 -2.15 540 -11.04 0.1100
2025-01-28 2024-12-31 13F CATERPILLAR COM 149123101 1,674 0 0.00 607 -7.19 0.1289
2024-11-20 2024-09-30 13F CATERPILLAR COM 149123101 1,674 0 0.00 655 17.41 0.1398
2024-07-24 2024-06-30 13F CATERPILLAR COM 149123101 1,674 -15 -0.89 558 -9.87 0.1258
2024-05-17 2024-03-31 13F CATERPILLAR COM 149123101 1,689 -50 -2.88 619 20.23 0.1420
2024-01-11 2023-12-31 13F CATERPILLAR COM 149123101 1,739 0 0.00 514 8.44 0.1282
2023-12-05 2023-09-30 13F CATERPILLAR COM 149123101 1,739 0 0.00 475 11.01 0.1281
2023-07-11 2023-06-30 13F CATERPILLAR COM 149123101 1,739 0 0.00 428 7.56 0.1163
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 1,739 10 0.58 398 -4.11 0.1116
2023-01-27 2022-12-31 13F CATERPILLAR COM 149123101 1,729 -82 -4.53 414 39.39 0.1231
2022-10-11 2022-09-30 13F CATERPILLAR COM 149123101 1,811 25 1.40 297 -6.90 0.0983
2022-07-21 2022-06-30 13F CATERPILLAR COM 149123101 1,786 -37 -2.03 319 -21.43 0.1044
2022-04-06 2022-03-31 13F CATERPILLAR COM 149123101 1,823 0 0.00 406 10.63 0.1264
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 1,823 0 0.00 367 4.86 0.1225
2021-10-26 2021-09-30 13F CATERPILLAR COM 149123101 1,823 0 0.00 350 -11.84 0.1290
2021-08-19 2021-06-30 13F CATERPILLAR COM 149123101 1,823 -236 -11.46 397 -16.77 0.1588
2021-05-24 2021-03-31 13F CATERPILLAR COM 149123101 2,059 -11 -0.53 477 26.53 0.2228
2021-02-23 2020-12-31 13F CATERPILLAR COM 149123101 2,070 11 0.53 377 22.80 0.1869
2020-12-09 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 2,059 172 9.11 307 28.45 0.1800
2020-08-19 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,887 -8,863 -82.45 239 -80.83 0.1474
2020-05-27 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 10,750 116 1.09 1,247 -20.57 0.9536
2020-02-12 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 10,634 -432 -3.90 1,570 12.30 0.8843
2019-11-19 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 11,066 1,603 16.94 1,398 8.37 0.7506
2019-08-15 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 9,463 538 6.03 1,290 17.70 0.7072
2019-05-20 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 8,925 32 0.36 1,096 -3.01 0.6112
2019-02-12 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 8,893 8,893 1,130 0.6934
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.