卡特彼勒公司
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionPrivate Advisory Group LLC
Latest Disclosed Ownership880 shares
Latest Disclosed Value $ 623,231
Private Advisory Group LLC reports 46.42% increase in ownership of CAT / Caterpillar Inc.

On May 8, 2026 - Private Advisory Group LLC filed a 13F-HR form disclosing ownership of 880 shares of Caterpillar Inc. (US:CAT) valued at $623,445 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 601 shares of Caterpillar Inc.. This represents a change in shares of 46.42% during the quarter. The current value of the position is $827,622 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)
2026-05-08 2026-03-31 13F CATERPILLAR COM 149123101 880 279 46.42 623 81.10 0.0232
2026-01-15 2025-12-31 13F CATERPILLAR COM 149123101 601 -26 -4.15 344 15.05 0.0270
2025-11-10 2025-09-30 13F CATERPILLAR COM 149123101 627 627 299 0.0246
2021-10-22 2021-09-30 13F CATERPILLAR COM 149123101 0 -2,798 -100.00 0 -100.00
2021-08-02 2021-06-30 13F CATERPILLAR COM 149123101 2,798 1,922 219.41 609 200.00 0.1533
2021-04-08 2021-03-31 13F CATERPILLAR COM 149123101 876 876 -68.69 203 -66.67 0.0582
2020-04-24 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -14,396 -100.00 0 -100.00
2020-01-30 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 14,396 -2,008 -12.24 2,126 2.61 0.8498
2019-10-23 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 16,404 152 0.94 2,072 -6.46 0.9100
2019-07-25 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 16,252 4,578 39.22 2,215 49.36 1.0160
2019-04-17 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 11,674 0 0.00 1,483 0.00 0.8325
2019-02-11 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 11,674 268 2.35 1,483 -8.00 0.8325
2018-11-07 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 11,406 391 3.55 1,612 7.90 0.8224
2018-08-06 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 11,015 -288 -2.55 1,494 -10.32 0.7489
2018-04-30 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 11,303 1,746 18.27 1,666 10.62 1.0271
2018-01-30 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 9,557 -302 -3.06 1,506 22.44 0.8113
2017-11-08 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 9,859 1,839 22.93 1,230 42.69 0.7288
2017-08-14 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 8,020 1,106 16.00 862 34.27 0.5134
2017-05-15 2017-03-31 13F CATERPILLAR COM 149123101 6,914 -2,341 -25.29 642 -25.17 0.4305
2017-05-23 2016-12-31 13F/A-1 CATERPILLAR COM 149123101 9,255 9,255 858 0.5919
2017-02-07 2016-12-31 13F CATERPILLAR COM 149123101 7,445 690
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.