卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionOarsman Capital, Inc.
Latest Disclosed Ownership7,726 shares
Latest Disclosed Value $ 5,473,587
Oarsman Capital, Inc. reports 2.66% increase in ownership of CAT / Caterpillar Inc.

On April 27, 2026 - Oarsman Capital, Inc. filed a 13F-HR form disclosing ownership of 7,726 shares of Caterpillar Inc. (MX:CAT) valued at $5,473,587 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,526 shares of Caterpillar Inc.. This represents a change in shares of 2.66% during the quarter.

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)
2026-04-27 2026-03-31 13F CATERPILLAR INC COM Stock 149123101 7,726 200 2.66 5,474 26.95 0.6795
2026-02-13 2025-12-31 13F CATERPILLAR INC COM Stock 149123101 7,526 -73 -0.96 4,311 18.89 0.5594
2025-11-21 2025-09-30 13F CATERPILLAR INC COM Stock 149123101 7,599 -10 -0.13 3,626 22.79 0.5083
2025-08-01 2025-06-30 13F CATERPILLAR INC COM Stock 149123101 7,609 28 0.37 2,954 18.12 0.4631
2025-05-14 2025-03-31 13F CATERPILLAR INC COM Stock 149123101 7,581 168 2.27 2,500 -7.03 0.4491
2025-02-13 2024-12-31 13F CATERPILLAR INC COM Stock 149123101 7,413 291 4.09 2,689 -3.45 0.4685
2024-11-08 2024-09-30 13F CATERPILLAR INC COM Stock 149123101 7,122 293 4.29 2,785 22.47 0.5128
2024-08-12 2024-06-30 13F CATERPILLAR INC COM Stock 149123101 6,829 304 4.66 2,275 -4.89 0.4980
2024-05-15 2024-03-31 13F CATERPILLAR INC COM Stock 149123101 6,525 -1,240 -15.97 2,391 4.18 0.5712
2024-02-16 2023-12-31 13F CATERPILLAR INC COM Stock 149123101 7,765 237 3.15 2,296 11.68 0.6093
2023-10-27 2023-09-30 13F CATERPILLAR INC COM Stock 149123101 7,528 638 9.26 2,055 21.24 0.8588
2023-08-10 2023-06-30 13F CATERPILLAR INC COM Stock 149123101 6,890 -204 -2.88 1,695 4.44 0.7422
2023-05-11 2023-03-31 13F CATERPILLAR INC COM Stock 149123101 7,094 -12 -0.17 1,623 -4.64 0.7588
2023-02-09 2022-12-31 13F CATERPILLAR INC COM Stock 149123101 7,106 -40 -0.56 1,702 45.10 0.8690
2022-11-10 2022-09-30 13F CATERPILLAR INC COM Stock 149123101 7,146 161 2.30 1,173 -6.08 0.6286
2022-08-10 2022-06-30 13F Caterpillar COM 149123101 6,985 -1,223 -14.90 1,249 -31.71 0.6202
2022-05-11 2022-03-31 13F Caterpillar COM 149123101 8,208 1,364 19.93 1,829 29.26 0.7143
2022-02-10 2021-12-31 13F Caterpillar COM 149123101 6,844 -1,000 -12.75 1,415 -6.04 0.5579
2021-11-12 2021-09-30 13F Caterpillar COM 149123101 7,844 55 0.71 1,506 -11.15 0.6096
2021-08-12 2021-06-30 13F Caterpillar COM 149123101 7,789 -930 -10.67 1,695 -16.17 0.6734
2021-05-12 2021-03-31 13F Caterpillar COM 149123101 8,719 -3,068 -26.03 2,022 -5.78 0.8749
2021-02-11 2020-12-31 13F Caterpillar COM 149123101 11,787 -4,035 -25.50 2,146 -9.07 0.8338
2020-11-12 2020-09-30 13F Caterpillar COM 149123101 15,822 6,751 74.42 2,360 105.57 1.0634
2020-08-13 2020-06-30 13F Caterpillar COM 149123101 9,071 2,147 31.01 1,148 42.96 0.5673
2020-05-13 2020-03-31 13F Caterpillar COM 149123101 6,924 3,124 82.21 803 43.14 0.7415
2020-02-13 2019-12-31 13F Caterpillar COM 149123101 3,800 295 8.42 561 26.64 0.2564
2019-11-12 2019-09-30 13F Caterpillar COM 149123101 3,505 -250 -6.66 443 -13.48 0.2108
2019-08-13 2019-06-30 13F Caterpillar COM 149123101 3,755 0 0.00 512 0.59 0.2320
2019-05-14 2019-03-31 13F Caterpillar COM 149123101 3,755 50 1.35 509 8.07 0.2418
2019-02-13 2018-12-31 13F Caterpillar COM 149123101 3,705 -70 -1.85 471 -18.23 0.2414
2018-11-07 2018-09-30 13F Caterpillar COM 149123101 3,775 -325 -7.93 576 3.60 0.2320
2018-08-10 2018-06-30 13F Caterpillar COM 149123101 4,100 0 0.00 556 -7.95 0.2526
2018-05-14 2018-03-31 13F Caterpillar COM 149123101 4,100 -255 -5.86 604 -11.95 0.2749
2018-02-08 2017-12-31 13F Caterpillar COM 149123101 4,355 100 2.35 686 29.19 0.2953
2017-11-13 2017-09-30 13F Caterpillar COM 149123101 4,255 350 8.96 531 26.43 0.2245
2017-08-10 2017-06-30 13F Caterpillar COM 149123101 3,905 -450 -10.33 420 3.96 0.1920
2017-05-11 2017-03-31 13F Caterpillar COM 149123101 4,355 1,245 40.03 404 40.28 0.1880
2017-02-09 2016-12-31 13F Caterpillar COM 149123101 3,110 -1,780 -36.40 288 -33.64 0.1855
2016-11-10 2016-09-30 13F Caterpillar COM 149123101 4,890 -45 -0.91 434 16.04 0.2213
2016-08-12 2016-06-30 13F Caterpillar COM 149123101 4,935 -400 -7.50 374 -8.33 0.1944
2016-05-12 2016-03-31 13F Caterpillar COM 149123101 5,335 -200 -3.61 408 8.51 0.2170
2016-02-11 2015-12-31 13F Caterpillar COM 149123101 5,535 -980 -15.04 376 -11.74 0.2104
2015-11-10 2015-09-30 13F Caterpillar COM 149123101 6,515 265 4.24 426 -19.62 0.2518
2015-08-13 2015-06-30 13F Caterpillar COM 149123101 6,250 -50 -0.79 530 5.16 0.3614
2015-05-14 2015-03-31 13F Caterpillar COM 149123101 6,300 485 8.34 504 -5.26 0.3481
2015-02-06 2014-12-31 13F Caterpillar COM 149123101 5,815 -700 -10.74 532 -17.52 0.3834
2014-11-06 2014-09-30 13F Caterpillar COM 149123101 6,515 480 7.95 645 -1.68 0.4754
2014-08-08 2014-06-30 13F Caterpillar COM 149123101 6,035 0 0.00 656 9.33 0.4759
2014-04-25 2014-03-31 13F Caterpillar COM 149123101 6,035 -50 -0.82 600 8.50 0.4631
2014-02-06 2013-12-31 13F Caterpillar COM 149123101 6,085 -100 -1.62 553 7.17 0.4440
2013-11-13 2013-09-30 13F Caterpillar COM 149123101 6,185 -2,292 -27.04 516 -26.18 0.4505
2013-08-08 2013-06-30 13F Caterpillar COM 149123101 8,477 8,477 699 0.6614
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.