Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
800,80 € ↑18,60 (2,38%)
2026-06-03
CENA AKCJI
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionBarbara Oil Co.
Latest Disclosed Ownership12,500 shares
Latest Disclosed Value $ 8,855,750
Barbara Oil Co. ownership in CAT1 / Caterpillar Inc.

On May 13, 2026 - Barbara Oil Co. filed a 13F-HR form disclosing ownership of 12,500 shares of Caterpillar Inc. (DE:CAT1) valued at $7,675,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,500 shares of Caterpillar Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $10,010,000 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)
2026-05-13 2026-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 8,856 23.67 3.4128
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 7,161 20.05 2.6582
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 5,964 22.92 2.2216
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 4,853 17.71 1.9075
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 4,122 -9.09 1.6742
2025-02-12 2024-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 4,534 -7.26 1.8796
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 4,889 17.44 1.9974
2024-08-12 2024-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 4,164 -9.10 1.8201
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 4,580 23.95 1.9358
2024-02-09 2023-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 3,696 8.29 1.6636
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 3,412 10.96 1.6170
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 3,076 7.52 1.4096
2023-05-11 2023-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 2,860 -4.48 1.3707
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 2,994 45.98 1.4305
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 2,051 -8.23 1.1254
2022-08-11 2022-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 2,235 -19.75 1.1589
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 2,785 7.78 1.2758
2022-02-11 2021-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 2,584 7.67 1.1168
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 2,400 -11.76 1.1250
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 2,720 -6.14 1.2543
2021-05-11 2021-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 2,898 27.38 1.3951
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 2,275 22.05 1.1451
2020-11-13 2020-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,864 17.90 1.0198
2020-08-10 2020-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,581 8.96 0.9151
2020-05-14 2020-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,451 -21.40 0.9686
2020-02-10 2019-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,846 16.91 0.9811
2019-11-12 2019-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,579 -7.34 0.8936
2019-08-01 2019-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,704 0.59 0.9748
2019-05-09 2019-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,694 6.68 1.0047
2019-02-07 2018-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,588 -16.68 1.0732
2018-11-13 2018-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,906 12.38 1.1219
2018-08-08 2018-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,696 -7.93 1.0902
2018-05-11 2018-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,842 -6.50 1.1968
2018-02-09 2017-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,970 26.36 1.2568
2017-11-13 2017-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,559 16.08 1.0771
2017-08-09 2017-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,343 15.78 0.9669
2017-05-12 2017-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,160 0.09 0.8604
2017-02-06 2016-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,159 4.41 0.9006
2016-11-14 2016-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,110 17.09 0.8857
2016-08-08 2016-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 948 -0.94 0.7630
2016-05-10 2016-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 957 12.59 0.8082
2016-02-04 2015-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 850 4.04 0.7162
2015-11-02 2015-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 817 -22.92 0.7243
2015-08-11 2015-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,060 6.00 0.8832
2015-05-12 2015-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,000 -12.59 0.8194
2015-02-12 2014-12-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,144 -7.59 0.9284
2015-02-12 2014-09-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,238 -8.84 1.0474
2015-02-12 2014-06-30 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,358 9.34 1.1556
2015-02-12 2014-03-31 13F CATERPILLAR COM 149123101 12,500 0 0.00 1,242 9.43 1.0971
2014-02-14 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 12,500 12,500 1,135 0.9865
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.