卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership75,282 shares
Latest Disclosed Value $ 53,334,286
Utah Retirement Systems reports 1.60% decrease in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 75,282 shares of Caterpillar Inc. (MX:CAT) valued at $53,334,286 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 76,503 shares of Caterpillar Inc.. This represents a change in shares of -1.60% 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.

Upgrade to unlock premium data and export to Excel .

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 75,282 -1,221 -1.60 53,334 21.69 0.5451
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 76,503 -15 -0.02 43,826 20.04 0.4170
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 76,518 -1,994 -2.54 36,511 19.79 0.3546
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 78,512 -1,413 -1.77 30,479 15.63 0.3183
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 79,925 -1,190 -1.47 26,359 -10.42 0.3041
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 81,115 150 0.19 29,425 -7.08 0.3242
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 80,965 400 0.50 31,667 18.00 0.3573
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 80,565 -7,900 -8.93 26,836 -17.21 0.3187
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 88,465 -40 -0.05 32,416 23.88 0.3790
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 88,505 -600 -0.67 26,168 7.58 0.3333
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 89,105 400 0.45 24,326 11.45 0.3477
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 88,705 -4,000 -4.31 21,826 2.88 0.3026
2023-05-16 2023-03-31 13F CATERPILLAR COM 149123101 92,705 247 0.27 21,215 -4.22 0.3068
2023-02-15 2022-12-31 13F CATERPILLAR COM 149123101 92,458 -2,100 -2.22 22,149 42.76 0.3512
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 94,558 -600 -0.63 15,515 -8.79 0.2587
2022-08-16 2022-06-30 13F CATERPILLAR COM 149123101 95,158 -1,400 -1.45 17,010 -20.94 0.2723
2022-05-13 2022-03-31 13F CATERPILLAR COM 149123101 96,558 -1,800 -1.83 21,515 5.81 0.2863
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 98,358 -900 -0.91 20,334 6.72 0.2513
2021-11-16 2021-09-30 13F CATERPILLAR COM 149123101 99,258 -5,200 -4.98 19,054 -16.18 0.2576
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 104,458 400 0.38 22,733 -5.78 0.2926
2021-05-17 2021-03-31 13F CATERPILLAR COM 149123101 104,058 -4,500 -4.15 24,128 22.11 0.3363
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 108,558 4,700 4.53 19,760 27.57 0.2805
2020-11-16 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 103,858 700 0.68 15,490 18.70 0.2571
2020-08-13 2020-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 103,158 900 0.88 13,050 9.97 0.2395
2020-08-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 103,158 900 13,050 239,520.2987
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 102,258 0 0.00 11,867 -21.42 0.2567
2020-02-12 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 102,258 -1,400 -1.35 15,102 15.34 0.2655
2019-11-14 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 103,658 -2,100 -1.99 13,093 -9.16 0.2491
2019-08-14 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 105,758 -2,471 -2.28 14,414 -1.70 0.2761
2019-05-15 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 108,229 250 0.23 14,664 6.87 0.2906
2019-02-08 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 107,979 0 0.00 13,721 -16.67 0.3102
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 107,979 400 0.37 16,466 12.82 0.3190
2018-08-10 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 107,579 1,800 1.70 14,595 -6.38 0.3021
2018-05-15 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 105,779 100 0.09 15,590 -6.38 0.3316
2018-02-14 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 105,679 1,400 1.34 16,652 28.05 0.3500
2017-11-13 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 104,279 200 0.19 13,004 16.26 0.2925
2017-08-08 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 104,079 1,900 1.86 11,185 18.00 0.2607
2017-05-11 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 102,179 0 0.00 9,479 0.03 0.2267
2017-02-10 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 102,179 0 0.00 9,476 4.48 0.2384
2016-11-07 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 102,179 0 0.00 9,070 17.09 0.2348
2016-08-03 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 102,179 -6,300 -5.81 7,746 -6.71 0.2064
2016-05-10 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 108,479 200 0.18 8,303 12.84 0.2252
2016-02-11 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 108,279 100 0.09 7,358 4.07 0.1995
2015-11-03 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 108,179 600 0.56 7,070 -22.52 0.2024
2015-08-11 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 107,579 -4,000 -3.58 9,125 2.18 0.2425
2015-05-14 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 111,579 3,400 3.14 8,930 -9.82 0.2346
2015-02-11 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 108,179 0 0.00 9,902 -7.57 0.2722
2014-11-06 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 108,179 -200 -0.18 10,713 -9.03 0.3072
2014-08-08 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 108,379 -9,800 -8.29 11,777 0.28 0.3374
2014-05-08 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 118,179 900 0.77 11,744 10.27 0.3387
2014-02-05 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 117,279 0 0.00 10,650 8.93 0.3151
2013-11-06 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 117,279 -1,000 -0.85 9,777 0.20 0.3164
2013-08-02 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 118,279 118,279 9,757 0.3297
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.