Caterpillar Inc.
AT ˙ WBAG ˙ US1491231015
798,40 € ↓ -5,80 (-0,72%)
2026-06-05
CENA AKCJI
SecurityAT:CAT / Caterpillar Inc.
InstitutionHamel Associates, Inc.
Latest Disclosed Ownership1,791 shares
Latest Disclosed Value $ 1,268,098
Hamel Associates, Inc. reports 2.72% decrease in ownership of CAT / Caterpillar Inc.

On May 7, 2026 - Hamel Associates, Inc. filed a 13F-HR form disclosing ownership of 1,791 shares of Caterpillar Inc. (AT:CAT) valued at $1,069,227 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,841 shares of Caterpillar Inc.. This represents a change in shares of -2.72% during the quarter. The current value of the position is $1,429,934 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F CATERPILLAR COM 149123101 1,791 -50 -2.72 1,268 19.96 0.3618
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 1,841 -281 -13.24 1,058 4.97 0.3189
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 1,841 1,058
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 1,841 1,058
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 1,841 1,058
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 1,841 1,058
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 1,841 1,058
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 2,122 24 1.14 1,008 23.56 0.3099
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 2,098 -130 -5.83 816 10.88 0.2764
2025-05-06 2025-03-31 13F CATERPILLAR COM 149123101 2,228 0 0.00 735 -8.92 0.2498
2025-02-05 2024-12-31 13F CATERPILLAR COM 149123101 2,228 -250 -10.09 808 -16.63 0.2599
2024-11-05 2024-09-30 13F CATERPILLAR COM 149123101 2,478 68 2.82 969 20.70 0.2960
2024-08-02 2024-06-30 13F CATERPILLAR COM 149123101 2,410 -55 -2.23 802 -11.18 0.2529
2024-04-23 2024-03-31 13F CATERPILLAR COM 149123101 2,465 0 0.00 903 24.04 0.2896
2024-02-08 2023-12-31 13F CATERPILLAR COM 149123101 2,465 -250 -9.21 729 -1.49 0.2569
2023-11-03 2023-09-30 13F CATERPILLAR COM 149123101 2,715 0 0.00 740 10.63 0.2702
2023-08-08 2023-06-30 13F CATERPILLAR COM 149123101 2,715 -4,500 -62.37 668 -59.54 0.2339
2023-05-08 2023-03-31 13F CATERPILLAR COM 149123101 7,215 -60 -0.82 1,651 -5.28 0.5721
2023-02-06 2022-12-31 13F CATERPILLAR COM 149123101 7,275 -575 -7.32 1,744 35.33 0.6067
2022-11-09 2022-09-30 13F CATERPILLAR COM 149123101 7,850 -175 -2.18 1,288 -10.31 0.5097
2022-08-08 2022-06-30 13F CATERPILLAR COM 149123101 8,025 -975 -10.83 1,436 -28.38 0.5663
2022-05-06 2022-03-31 13F CATERPILLAR COM 149123101 9,000 1,325 17.26 2,005 26.34 0.7129
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 7,675 6,025 365.15 1,587 400.63 0.5692
2021-11-08 2021-09-30 13F CATERPILLAR COM 149123101 1,650 0 0.00 317 -11.70 0.1237
2021-08-04 2021-06-30 13F CATERPILLAR COM 149123101 1,650 0 0.00 359 -6.02 0.1369
2021-05-04 2021-03-31 13F CATERPILLAR COM 149123101 1,650 100 6.45 382 35.46 0.1473
2021-02-11 2020-12-31 13F CATERPILLAR COM 149123101 1,550 175 12.73 282 37.56 0.1155
2020-11-09 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,375 1,375 -11.29 205 -27.30 0.0909
2020-05-07 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -2,400 -100.00 0 -100.00
2020-02-12 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 2,400 0 0.00 354 16.83 0.1457
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 2,400 -2,150 -47.25 303 -51.13 0.1294
2019-08-05 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 4,550 -1,175 -20.52 620 -20.00 0.2719
2019-05-01 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 5,725 -1,975 -25.65 775 -20.84 0.3478
2019-02-08 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 7,700 4,825 167.83 979 123.01 0.4879
2018-10-25 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 2,875 0 0.00 439 12.28 0.1902
2018-08-10 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 2,875 0 0.00 391 -7.78 0.1797
2018-05-03 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 2,875 900 45.57 424 36.33 0.0284
2018-02-13 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 1,975 0 0.00 311 26.42 0.1469
2017-11-14 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 1,975 1,975 0.00 246 -20.90 0.1197
2017-05-09 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -4,875 -100.00 0 -100.00
2017-02-14 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 4,875 -150 -2.99 451 0.89 0.2323
2016-11-10 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 5,025 0 0.00 447 17.32 0.2364
2016-08-08 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 5,025 0 0.00 381 -1.04 0.1974
2016-05-02 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 5,025 -150 -2.90 385 9.38 0.2042
2016-02-16 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 5,175 -9,675 -65.15 352 -63.75 0.2246
2015-11-17 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 14,850 -3,275 -18.07 971 -36.87 0.6904
2015-08-17 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 18,125 -13,425 -42.55 1,538 -39.09 1.0112
2015-05-14 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 31,550 12,350 64.32 2,525 43.71 1.6670
2015-02-17 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 19,200 150 0.79 1,757 -6.89 1.1414
2014-11-21 2014-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 19,050 -650 -3.30 1,887 -11.86 1.2580
2014-11-12 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 19,050 1,887
2014-08-15 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 19,700 0 0.00 2,141 9.35 1.4129
2014-05-13 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 19,700 -200 -1.01 1,958 8.36 1.3557
2014-02-18 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 19,900 19,900 1,807 1.2671
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.