캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionRB Capital Management, LLC
Latest Disclosed Ownership9,361 shares
Latest Disclosed Value $ 6,632,079
RB Capital Management, LLC reports 8.96% decrease in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - RB Capital Management, LLC filed a 13F-HR form disclosing ownership of 9,361 shares of Caterpillar Inc. (MX:CAT) valued at $6,632,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 10,282 shares of Caterpillar Inc.. This represents a change in shares of -8.96% 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)
2026-05-14 2026-03-31 13F CATERPILLAR COM 149123101 9,361 -921 -8.96 6,632 12.62 1.4088
2026-02-03 2025-12-31 13F CATERPILLAR COM 149123101 10,282 59 0.58 5,890 20.73 1.1700
2025-10-21 2025-09-30 13F CATERPILLAR COM 149123101 10,223 262 2.63 4,878 26.18 1.0068
2025-07-07 2025-06-30 13F CATERPILLAR COM 149123101 9,961 259 2.67 3,867 20.85 0.8756
2025-05-14 2025-03-31 13F CATERPILLAR COM 149123101 9,702 -44 -0.45 3,200 -9.50 0.7422
2025-02-18 2024-12-31 13F CATERPILLAR COM 149123101 9,746 183 1.91 3,536 -5.48 0.8065
2024-11-18 2024-09-30 13F CATERPILLAR COM 149123101 9,563 149 1.58 3,740 19.30 0.8703
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 9,414 -63 -0.66 3,136 -9.71 0.7732
2024-05-13 2024-03-31 13F CATERPILLAR COM 149123101 9,477 191 2.06 3,473 26.48 0.9124
2024-02-06 2023-12-31 13F CATERPILLAR COM 149123101 9,286 110 1.20 2,746 9.58 0.7863
2023-11-16 2023-09-30 13F CATERPILLAR COM 149123101 9,176 125 1.38 2,505 12.48 0.7806
2023-12-11 2023-06-30 13F/A-1 CATERPILLAR COM 149123101 9,051 -226 -2.44 2,227 4.95 0.6700
2023-08-08 2023-06-30 13F CATERPILLAR COM 149123101 9,051 -226 2,227 0.5721
2023-05-10 2023-03-31 13F CATERPILLAR COM 149123101 9,277 271 3.01 2,123 -1.62 0.6718
2023-01-19 2022-12-31 13F/A-1 CATERPILLAR COM 149123101 9,006 -50 -0.55 2,158 45.15 0.7619
2023-01-11 2022-12-31 13F CATERPILLAR COM 149123101 9,006 -50 2 0.7551
2022-10-24 2022-09-30 13F CATERPILLAR COM 149123101 9,056 363 4.18 1,486 -4.38 0.5695
2022-07-14 2022-06-30 13F CATERPILLAR COM 149123101 8,693 29 0.33 1,554 -19.52 0.5792
2022-05-10 2022-03-31 13F/A-1 CATERPILLAR COM 149123101 8,664 235 2.79 1,931 10.79 0.6196
2022-04-11 2022-03-31 13F CATERPILLAR COM 149123101 8,664 235 1,931 0.6743
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 8,429 160 1.93 1,743 9.83 0.5439
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 8,269 254 3.17 1,587 -9.00 0.5965
2021-08-06 2021-06-30 13F/A-1 CATERPILLAR COM 149123101 8,015 491 6.53 1,744 -0.06 0.6585
2021-08-06 2021-06-30 13F CATERPILLAR COM 149123101 8,015 491 1,744 0.4283
2021-05-11 2021-03-31 13F CATERPILLAR COM 149123101 7,524 1,080 16.76 1,745 48.76 0.7697
2021-02-04 2020-12-31 13F CATERPILLAR COM 149123101 6,444 729 12.76 1,173 33.75 0.5417
2020-11-12 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 5,715 72 1.28 877 22.83 0.4122
2020-07-31 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 5,643 -545 -8.81 714 -1.11 0.3784
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 6,188 598 10.70 722 -13.01 0.4639
2020-02-11 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 5,590 341 6.50 830 31.54 0.4737
2019-10-10 2019-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 5,249 1,311 33.29 631 17.50 0.4049
2019-10-10 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 5,249 1,311 631
2019-08-07 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 3,938 2,376 152.11 537 153.30 0.3910
2019-05-08 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 1,562 1,562 -60.34 212 -60.52 0.1729
2019-01-15 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -1,801 -100.00 0 -100.00
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 1,801 -156 -7.97 275 3.38 0.2440
2018-07-27 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 1,957 0 0.00 266 -7.64 0.1971
2018-04-18 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 1,957 100 5.39 288 -1.71 0.2264
2018-02-02 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 1,857 1 0.05 293 26.84 0.2087
2017-11-13 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 1,856 -180 -8.84 231 5.48 0.0030
2017-07-10 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 2,036 2,036 219 0.1889
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.