캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership510,512 shares
Latest Disclosed Value $ 361,677,221
Victory Capital Management Inc reports 17.71% decrease in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 510,512 shares of Caterpillar Inc. (MX:CAT) valued at $361,677,221 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 620,359 shares of Caterpillar Inc.. This represents a change in shares of -17.71% 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)
2026-05-15 2026-03-31 13F CATERPILLAR COM 149123101 510,512 -109,847 -17.71 361,677 1.77 0.1736
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 620,359 -81,604 -11.63 355,385 6.10 0.2006
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 701,963 20,398 2.99 334,942 26.46 0.1959
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 681,565 217,207 46.78 264,863 72.95 0.1708
2025-05-02 2025-03-31 13F CATERPILLAR COM 149123101 464,358 -18,537 -3.84 153,145 -12.58 0.1567
2025-02-06 2024-12-31 13F CATERPILLAR COM 149123101 482,895 -167,586 -25.76 175,175 -31.15 0.1722
2024-11-05 2024-09-30 13F CATERPILLAR COM 149123101 650,481 24,000 3.83 254,416 21.92 0.2451
2024-08-05 2024-06-30 13F CATERPILLAR COM 149123101 626,481 44,699 7.68 208,681 -2.11 0.2092
2024-05-03 2024-03-31 13F CATERPILLAR COM 149123101 581,782 79,515 15.83 213,182 43.55 0.2081
2024-02-05 2023-12-31 13F CATERPILLAR COM 149123101 502,267 292,710 139.68 148,505 159.58 0.1562
2023-11-06 2023-09-30 13F CATERPILLAR COM 149123101 209,557 12,519 6.35 57,209 18.00 0.0658
2023-07-27 2023-06-30 13F CATERPILLAR COM 149123101 197,038 -56,765 -22.37 48,481 -16.53 0.0533
2023-05-02 2023-03-31 13F CATERPILLAR COM 149123101 253,803 -37,653 -12.92 58,080 -16.82 0.0652
2023-04-25 2022-12-31 13F/A-3 CATERPILLAR COM 149123101 291,456 11,551 4.13 69,821 52.03 0.0803
2023-03-10 2022-12-31 13F/A-2 CATERPILLAR COM 149123101 291,456 11,551 69,821 0.0762
2023-02-10 2022-12-31 13F/A-1 CATERPILLAR COM 149123101 291,456 11,551 69,821 0.0482
2023-02-09 2022-12-31 13F CATERPILLAR COM 149123101 281,912 2,007 71,124 0.0483
2022-11-02 2022-09-30 13F CATERPILLAR COM 149123101 279,905 -39,380 -12.33 45,927 -19.53 0.0536
2022-08-01 2022-06-30 13F CATERPILLAR COM 149123101 319,285 -29,441 -8.44 57,075 -22.26 0.0650
2022-05-04 2022-03-31 13F CATERPILLAR COM 149123101 348,726 -21,717 -5.86 73,421 -4.13 0.0735
2022-02-07 2021-12-31 13F CATERPILLAR COM 149123101 370,443 -55,146 -12.96 76,585 -6.26 0.0705
2021-11-02 2021-09-30 13F CATERPILLAR COM 149123101 425,589 -18,399 -4.14 81,700 -15.45 0.0800
2021-08-03 2021-06-30 13F CATERPILLAR COM 149123101 443,988 32,495 7.90 96,625 1.27 0.0928
2021-05-04 2021-03-31 13F CATERPILLAR COM 149123101 411,493 -2,179 -0.53 95,413 26.72 0.0978
2021-02-01 2020-12-31 13F CATERPILLAR COM 149123101 413,672 11,858 2.95 75,297 25.64 0.0839
2020-11-09 2020-09-30 13F Caterpillar COM 149123101 401,814 48,872 13.85 59,931 34.23 0.0769
2020-08-07 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 352,942 23,724 7.21 44,647 16.87 0.0605
2020-05-12 2020-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 329,218 36,490 12.47 38,202 -11.63 0.0641
2020-05-04 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 329,218 36,490 38,202 41,808.2070
2020-02-06 2019-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 292,728 -3,355 -1.13 43,230 15.59 0.0525
2020-02-04 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 292,977 -3,106 38,483 46,129.2121
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 296,083 236,394 396.04 37,398 359.72 0.0481
2019-08-15 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 59,689 33,247 125.74 8,135 127.04 0.0164
2019-05-03 2019-03-31 13F CATERPILLAR INC DEL Common Stock 149123101 26,442 17,678 201.71 3,583 221.63 0.0082
2019-05-02 2018-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 8,764 -58 -0.66 1,114 -17.17 0.0028
2019-02-05 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 8,764 -58 1,114
2018-11-01 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 8,822 -217 -2.40 1,345 9.71 0.0028
2018-08-02 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 9,039 -188 -2.04 1,226 -9.85 0.0026
2018-05-04 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 9,227 -57,826 -86.24 1,360 -87.13 0.0030
2018-02-01 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 67,053 -8,815 -11.62 10,566 11.67 0.0222
2017-10-27 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 75,868 42,220 125.48 9,462 161.67 0.0213
2017-08-07 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 33,648 22,980 215.41 3,616 265.25 0.0085
2017-05-10 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 10,668 -335 -3.04 990 -2.94 0.0024
2017-02-09 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 11,003 -350 -3.08 1,020 1.19 0.0026
2016-11-02 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 11,353 3,701 48.37 1,008 73.79 0.0028
2016-08-09 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 7,652 -188 -2.40 580 -3.33 0.0023
2016-05-17 2016-03-31 13F/A-2 CATERPILLAR INC DEL COM 149123101 7,840 -27,054 -77.53 600 -74.70 0.0025
2016-05-12 2016-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 7,840 0 600 0.0025
2016-05-12 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 7,840 600
2016-02-10 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 34,894 12,268 54.22 2,372 60.38 0.0099
2015-11-06 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 22,626 4,158 22.51 1,479 -5.19 0.0061
2015-08-14 2015-06-30 13F/A-01 CATERPILLAR INC DEL COM 149123101 18,468 18,468 -18.38 1,560 5.48 0.0058
2015-08-07 2015-06-30 13F Caterpillar COM 149123101 18,468 1,560
2015-05-07 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -200 -100.00 0 -100.00
2015-02-11 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 200 200 -45.21 18 -37.93 0.0001
2014-02-12 2013-12-31 13F CATERPILLAR INC DEL Common Stocks 149123101 0 -365 -100.00 0 -100.00
2014-03-12 2013-09-30 13F/A-1 CATERPILLAR INC DEL Common Stocks 149123101 365 365 29 0.0002
2013-11-12 2013-09-30 13F CATERPILLAR INC DEL Common Stocks 149123101 365 29
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.