卡特彼勒公司
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionClarus Group, Inc.
Latest Disclosed Ownership613 shares
Latest Disclosed Value $ 434,510
Clarus Group, Inc. reports 14.74% decrease in ownership of CAT / Caterpillar Inc.

On April 21, 2026 - Clarus Group, Inc. filed a 13F-HR form disclosing ownership of 613 shares of Caterpillar Inc. (US:CAT) valued at $434,286 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 719 shares of Caterpillar Inc.. This represents a change in shares of -14.74% during the quarter. The current value of the position is $576,514 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)
2026-04-21 2026-03-31 13F CATERPILLAR COM 149123101 613 -106 -14.74 435 5.34 0.1558
2026-01-16 2025-12-31 13F CATERPILLAR COM 149123101 719 1 0.14 412 20.47 0.1484
2025-11-03 2025-09-30 13F CATERPILLAR COM 149123101 718 2 0.28 343 23.02 0.1191
2025-07-15 2025-06-30 13F CATERPILLAR COM 149123101 716 2 0.28 278 18.30 0.1021
2025-04-25 2025-03-31 13F CATERPILLAR COM 149123101 714 -998 -58.29 236 -62.16 0.0915
2025-01-29 2024-12-31 13F CATERPILLAR COM 149123101 1,712 1 0.06 621 -7.17 0.2209
2024-10-21 2024-09-30 13F CATERPILLAR COM 149123101 1,711 -773 -31.12 669 -19.11 0.2825
2024-07-22 2024-06-30 13F CATERPILLAR COM 149123101 2,484 -317 -11.32 827 -19.40 0.3653
2024-04-22 2024-03-31 13F CATERPILLAR COM 149123101 2,801 -22 -0.78 1,026 23.02 0.7185
2024-01-29 2023-12-31 13F CATERPILLAR COM 149123101 2,823 397 16.36 835 25.98 0.6316
2023-10-16 2023-09-30 13F CATERPILLAR COM 149123101 2,426 3 0.12 662 11.07 0.4805
2023-07-17 2023-06-30 13F CATERPILLAR COM 149123101 2,423 10 0.41 596 7.97 0.4350
2023-04-18 2023-03-31 13F CATERPILLAR COM 149123101 2,413 2 0.08 552 -4.33 0.5184
2023-01-27 2022-12-31 13F CATERPILLAR COM 149123101 2,411 3 0.12 577 46.08 0.5070
2022-11-10 2022-09-30 13F CATERPILLAR COM 149123101 2,408 3 0.12 395 -8.14 0.3601
2022-07-27 2022-06-30 13F CATERPILLAR COM 149123101 2,405 2 0.08 430 -19.63 0.3605
2022-05-13 2022-03-31 13F CATERPILLAR COM 149123101 2,403 503 26.47 535 45.78 0.3640
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 1,900 2 0.11 367 0.82 0.2468
2021-11-15 2021-09-30 13F CATERPILLAR Equity 149123101 1,898 2 0.11 364 -11.65 0.2513
2021-08-12 2021-06-30 13F CATERPILLAR Equity 149123101 1,896 2 0.11 412 -5.50 0.3082
2021-05-07 2021-03-31 13F/A-1 CATERPILLAR Equity 149123101 1,894 451 31.25 436 52.45 0.3629
2021-04-16 2021-03-31 13F CATERPILLAR Equity 149123101 60,000 58,557 177 0.1430
2021-02-16 2020-12-31 13F CATERPILLAR Common 149123101 1,443 1,443 286 0.2469
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.