卡特彼勒公司
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionAbacus Planning Group, Inc.
Latest Disclosed Ownership2,960 shares
Latest Disclosed Value $ 2,096,939
Abacus Planning Group, Inc. reports 8.84% decrease in ownership of CAT / Caterpillar Inc.

On April 7, 2026 - Abacus Planning Group, Inc. filed a 13F-HR form disclosing ownership of 2,960 shares of Caterpillar Inc. (US:CAT) valued at $2,097,042 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 3,247 shares of Caterpillar Inc.. This represents a change in shares of -8.84% during the quarter. The current value of the position is $2,783,821 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)
2026-04-07 2026-03-31 13F CATERPILLAR COM 149123101 2,960 -287 -8.84 2,097 12.75 0.2823
2026-01-16 2025-12-31 13F CATERPILLAR COM 149123101 3,247 33 1.03 1,860 21.27 0.2476
2025-10-22 2025-09-30 13F CATERPILLAR COM 149123101 3,214 20 0.63 1,534 23.73 0.2116
2025-07-21 2025-06-30 13F/A-1 CATERPILLAR COM 149123101 3,194 -149 -4.46 1,240 12.43 0.1844
2025-04-14 2025-03-31 13F CATERPILLAR COM 149123101 3,343 446 15.40 1,103 4.95 0.1931
2025-02-03 2024-12-31 13F CATERPILLAR COM 149123101 2,897 28 0.98 1,051 -6.42 0.1848
2024-10-02 2024-09-30 13F CATERPILLAR COM 149123101 2,869 -150 -4.97 1,122 11.64 0.2006
2024-07-31 2024-06-30 13F CATERPILLAR COM 149123101 3,019 251 9.07 1,006 -0.89 0.1951
2024-04-12 2024-03-31 13F CATERPILLAR COM 149123101 2,768 -87 -3.05 1,014 20.14 0.1983
2024-01-19 2023-12-31 13F CATERPILLAR COM 149123101 2,855 0 0.00 844 8.34 0.1780
2023-10-11 2023-09-30 13F CATERPILLAR COM 149123101 2,855 0 0.00 779 10.97 0.1897
2023-07-07 2023-06-30 13F CATERPILLAR COM 149123101 2,855 1 0.04 703 7.50 0.1700
2023-04-18 2023-03-31 13F CATERPILLAR COM 149123101 2,854 0 0.00 653 -4.39 0.1683
2023-01-19 2022-12-31 13F CATERPILLAR COM 149123101 2,854 32 1.13 684 47.52 0.1869
2022-10-19 2022-09-30 13F CATERPILLAR COM 149123101 2,822 -235 -7.69 463 -15.20 0.1398
2022-07-18 2022-06-30 13F CATERPILLAR COM 149123101 3,057 -4 -0.13 546 -19.94 0.1609
2022-04-13 2022-03-31 13F CATERPILLAR COM 149123101 3,061 153 5.26 682 13.48 0.1836
2022-01-18 2021-12-31 13F CATERPILLAR COM 149123101 2,908 160 5.82 601 13.83 0.1605
2021-10-19 2021-09-30 13F CATERPILLAR COM 149123101 2,748 0 0.00 528 -11.71 0.1681
2021-07-20 2021-06-30 13F CATERPILLAR COM 149123101 2,748 163 6.31 598 -0.17 0.1826
2021-04-27 2021-03-31 13F CATERPILLAR COM 149123101 2,585 -707 -21.48 599 0.00 0.1917
2021-02-01 2020-12-31 13F CATERPILLAR COM 149123101 3,292 -195 -5.59 599 15.19 0.1849
2020-11-03 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 3,487 0 0.00 520 17.91 0.1897
2020-08-11 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,487 559 19.09 441 29.71 0.1795
2020-04-30 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 2,928 -250 -7.87 340 -27.51 0.1671
2020-01-30 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 3,178 -6 -0.19 469 16.67 0.2154
2019-11-01 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 3,184 6 0.19 402 -7.16 0.1992
2019-08-12 2019-06-30 13F CATERPILLAR COM 149123101 3,178 -60 -1.85 433 -1.37 0.2601
2019-04-25 2019-03-31 13F CATERPILLAR COM 149123101 3,238 -239 -6.87 439 -0.68 0.2744
2019-02-15 2018-12-31 13F/A-2 CATERPILLAR ETF 149123101 3,477 0 0.00 442 -16.60 0.3351
2019-02-13 2018-12-31 13F/A-1 CATERPILLAR ETF 149123101 11,700 8,223 59 0.0447
2019-01-25 2018-12-31 13F BOSTON OMAHA CORPORA COM 149123101 3,477 0 442
2018-10-31 2018-09-30 13F CATERPILLAR COM 149123101 3,477 0 0.00 530 12.53 0.3555
2018-07-26 2018-06-30 13F CATERPILLAR COM 149123101 3,477 154 4.63 471 -3.88 0.3538
2018-05-04 2018-03-31 13F CATERPILLAR COM 149123101 3,323 0 0.00 490 -6.49 0.3994
2018-03-06 2017-12-31 13F CATERPILLAR COM 149123101 3,323 3,323 524 0.5312
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.