캐터필러 주식회사
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionPrairieView Partners, LLC
Latest Disclosed Ownership442 shares
Latest Disclosed Value $ 171
PrairieView Partners, LLC ownership in CAT / Caterpillar Inc.

On July 25, 2025 - PrairieView Partners, LLC filed a 13F-HR form disclosing ownership of 442 shares of Caterpillar Inc. (US:CAT) valued at $171,589 USD as of June 30, 2025. The entity filed a previous 13F-HR on May 9, 2025 disclosing 442 shares of Caterpillar Inc.. The current value of the position is $399,692 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)
2025-07-25 2025-06-30 13F CATERPILLAR COM 149123101 442 0 0.00 0 0.0165
2025-05-09 2025-03-31 13F CATERPILLAR COM 149123101 442 -127 -22.32 0 0.0151
2025-01-29 2024-12-31 13F CATERPILLAR COM 149123101 569 1 0.18 0 0.0215
2024-10-18 2024-09-30 13F CATERPILLAR COM 149123101 568 75 15.21 0 0.0231
2024-08-01 2024-06-30 13F CATERPILLAR COM 149123101 493 175 55.03 0 0.0184
2024-05-03 2024-03-31 13F CATERPILLAR COM 149123101 318 0 0.00 0 0.0134
2024-01-26 2023-12-31 13F CATERPILLAR COM 149123101 318 -230 -41.97 0 0.0116
2023-10-23 2023-09-30 13F CATERPILLAR COM 149123101 548 -2,423 -81.56 0 0.0202
2023-08-04 2023-06-30 13F CATERPILLAR COM 149123101 2,971 230 8.39 1 0.0956
2023-05-08 2023-03-31 13F CATERPILLAR COM 149123101 2,741 100 3.79 1 0.0860
2023-01-30 2022-12-31 13F CATERPILLAR COM 149123101 2,641 0 0.00 1 -100.00 0.0933
2022-11-01 2022-09-30 13F CATERPILLAR COM 149123101 2,641 0 0.00 433 -8.26 0.0709
2022-07-22 2022-06-30 13F CATERPILLAR COM 149123101 2,641 0 0.00 472 -19.73 0.0736
2022-04-29 2022-03-31 13F CATERPILLAR COM 149123101 2,641 -706 -21.09 588 -15.03 0.0836
2022-01-21 2021-12-31 13F CATERPILLAR COM 149123101 3,347 633 23.32 692 32.82 0.0964
2021-10-26 2021-09-30 13F/A-1 CATERPILLAR COM 149123101 2,714 12 0.44 521 -11.39 0.0778
2021-10-12 2021-09-30 13F CATERPILLAR COM 149123101 2,714 12 521 0.0778
2021-07-23 2021-06-30 13F CATERPILLAR COM 149123101 2,702 11 0.41 588 -5.77 0.0880
2021-04-21 2021-03-31 13F CATERPILLAR COM 149123101 2,691 11 0.41 624 27.87 0.0998
2021-01-26 2020-12-31 13F CATERPILLAR COM 149123101 2,680 14 0.53 488 22.61 0.0860
2020-10-30 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 2,666 -483 -15.34 398 0.00 0.0836
2020-07-28 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,149 21 0.67 398 9.64 0.0879
2020-04-24 2020-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 3,128 17 0.55 363 -20.92 0.0914
2020-04-08 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 3,128 17 363 91,471.4813
2020-01-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 3,111 17 0.55 459 17.39 0.0986
2019-10-15 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 3,094 3,094 -0.55 391 -14.81 0.0904
2018-07-23 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -2,518 -100.00 0 -100.00
2018-05-01 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 2,518 42 1.70 371 -4.87 0.0886
2018-02-06 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 2,476 2,476 390 0.1096
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.