캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionPnc Financial Services Group, Inc.
Latest Disclosed Ownership343,260 shares
Latest Disclosed Value $ 243,185,846
Pnc Financial Services Group, Inc. reports 1.18% decrease in ownership of CAT / Caterpillar Inc.

On May 8, 2026 - Pnc Financial Services Group, Inc. filed a 13F-HR form disclosing ownership of 343,260 shares of Caterpillar Inc. (MX:CAT) valued at $243,185,846 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 347,360 shares of Caterpillar Inc.. This represents a change in shares of -1.18% 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)
2026-05-08 2026-03-31 13F CATERPILLAR COM 149123101 343,260 -4,100 -1.18 243,186 22.21 0.1404
2026-02-06 2025-12-31 13F CATERPILLAR COM 149123101 347,360 -11,367 -3.17 198,992 16.26 0.1087
2025-11-07 2025-09-30 13F CATERPILLAR COM 149123101 358,727 -4,246 -1.17 171,166 21.47 0.1038
2025-08-08 2025-06-30 13F CATERPILLAR COM 149123101 362,973 -61,667 -14.52 140,910 0.62 0.0908
2025-05-09 2025-03-31 13F CATERPILLAR COM 149123101 424,640 13,890 3.38 140,046 -6.01 0.0733
2025-02-07 2024-12-31 13F CATERPILLAR COM 149123101 410,750 -2,969 -0.72 149,004 -7.92 0.0996
2024-11-08 2024-09-30 13F CATERPILLAR COM 149123101 413,719 7,118 1.75 161,814 19.47 0.1033
2024-08-09 2024-06-30 13F CATERPILLAR COM 149123101 406,601 49,648 13.91 135,439 3.55 0.0902
2024-05-10 2024-03-31 13F CATERPILLAR COM 149123101 356,953 -7,042 -1.93 130,798 21.53 0.0909
2024-03-22 2023-12-31 13F/A-1 CATERPILLAR COM 149123101 363,995 4,077 1.13 107,622 9.53 0.0845
2024-02-09 2023-12-31 13F CATERPILLAR COM 149123101 363,995 4,077 107,622 0.0845
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 359,918 -2,707 -0.75 98,258 10.13 0.0841
2023-08-11 2023-06-30 13F CATERPILLAR COM 149123101 362,625 -1,588 -0.44 89,224 7.05 0.0760
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 364,213 4,669 1.30 83,347 -3.23 0.0731
2023-02-10 2022-12-31 13F CATERPILLAR COM 149123101 359,544 -30,393 -7.79 86,132 34.62 0.0827
2022-11-10 2022-09-30 13F CATERPILLAR COM 149123101 389,937 18,327 4.93 63,981 -3.69 0.0669
2022-08-12 2022-06-30 13F CATERPILLAR COM 149123101 371,610 -213,377 -36.48 66,430 -49.04 0.0652
2022-05-12 2022-03-31 13F CATERPILLAR COM 149123101 584,987 16,469 2.90 130,347 10.90 0.1143
2022-02-11 2021-12-31 13F CATERPILLA Common Stock 149123101 568,518 8,052 1.44 117,536 9.24 0.0972
2021-11-05 2021-09-30 13F CATERPILLA Common Stock 149123101 560,466 -40,249 -6.70 107,592 -17.70 0.0995
2021-08-06 2021-06-30 13F CATERPILLA Common Stock 149123101 600,715 248,889 70.74 130,733 60.26 0.1185
2021-05-07 2021-03-31 13F CATERPILLA Common Stock 149123101 351,826 5,468 1.58 81,578 29.40 0.0792
2021-02-12 2020-12-31 13F CATERPILLA Common Stock 149123101 346,358 -4,688 -1.34 63,044 20.41 0.0636
2020-11-06 2020-09-30 13F CATERPILLA Common Stock 149123101 351,046 -16,001 -4.36 52,359 12.77 0.0645
2020-08-28 2020-06-30 13F/A-1 CATERPILLA Common Stock 149123101 367,047 13,950 3.95 46,431 13.33 0.0618
2020-08-07 2020-06-30 13F CATERPILLA Common Stock 149123101 367,047 13,950 46,431 9,640.8587
2020-05-08 2020-03-31 13F CATERPILLA Common Stock 149123101 353,097 -10,969 -3.01 40,971 -23.79 0.0516
2020-02-07 2019-12-31 13F CATERPILLA Common Stock 149123101 364,066 -8,896 -2.39 53,764 14.13 0.0529
2019-11-08 2019-09-30 13F CATERPILLA Common Stock 149123101 372,962 -22,375 -5.66 47,108 -12.57 0.0470
2019-08-09 2019-06-30 13F CATERPILLA Common Stock 149123101 395,337 -20,254 -4.87 53,881 -4.31 0.0528
2019-05-10 2019-03-31 13F CATERPILLA Common Stock 149123101 415,591 -112,119 -21.25 56,308 -16.03 0.0564
2019-02-08 2018-12-31 13F CATERPILLA Common Stock 149123101 527,710 -43,954 -7.69 67,056 -23.08 0.0747
2018-11-09 2018-09-30 13F CATERPILLA Common Stock 149123101 571,664 15,854 2.85 87,173 15.60 0.0828
2018-08-10 2018-06-30 13F CATERPILLA Common Stock 149123101 555,810 61,486 12.44 75,408 3.51 0.0744
2018-05-11 2018-03-31 13F CATERPILLA Common Stock 149123101 494,324 105,690 27.20 72,854 18.96 0.0718
2018-02-09 2017-12-31 13F CATERPILLA Common Stock 149123101 388,634 -7,251 -1.83 61,241 24.04 0.0594
2017-11-13 2017-09-30 13F CATERPILLA Common Stock 149123101 395,885 14,480 3.80 49,372 20.46 0.0513
2017-08-11 2017-06-30 13F CATERPILLA 149123101 381,405 -36,681 -8.77 40,985 5.68 0.0440
2017-05-12 2017-03-31 13F CATERPILLA Common Stock 149123101 418,086 -9,312 -2.18 38,781 -2.16 0.0429
2017-02-10 2016-12-31 13F CATERPILLA Common Stock 149123101 427,398 -26,285 -5.79 39,638 -1.58 0.0452
2016-11-04 2016-09-30 13F CATERPILLA Common Stock 149123101 453,683 -13,219 -2.83 40,274 13.78 0.0469
2016-08-05 2016-06-30 13F CATERPILLA Common Stock 149123101 466,902 -14,981 -3.11 35,396 -4.03 0.0415
2016-05-06 2016-03-31 13F CATERPILLA Common Stock 149123101 481,883 -3,768 -0.78 36,884 11.76 0.0431
2016-02-05 2015-12-31 13F CATERPILLA Common Stock 149123101 485,651 -34,759 -6.68 33,003 -2.97 0.0389
2015-11-06 2015-09-30 13F CATERPILLA Common Stock 149123101 520,410 -22,996 -4.23 34,013 -26.21 0.0406
2015-08-05 2015-06-30 13F CATERPILLA Common Stock 149123101 543,406 -57,670 -9.59 46,092 -4.18 0.0516
2015-05-08 2015-03-31 13F CATERPILLA Common Stock 149123101 601,076 -15,195 -2.47 48,104 -14.72 0.0528
2015-02-06 2014-12-31 13F/A-1 CATERPILLA Common Stock 149123101 616,271 -52,990 -7.92 56,407 -14.89 0.0620
2015-02-06 2014-12-31 13F CATERPILLA Common Stock 149123101 616,271 56,407
2014-11-07 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 669,261 129,021 23.88 66,279 12.89 0.0781
2014-08-08 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 540,240 -11,907 -2.16 58,709 7.00 0.0748
2014-05-09 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 552,147 -23,644 -4.11 54,867 4.93 0.0722
2014-02-07 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 575,791 -70,660 -10.93 52,289 -3.02 0.0694
2013-11-01 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 646,451 -48,931 -7.04 53,917 -6.01 0.0786
2013-08-02 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 695,382 695,382 57,363 0.0839
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.