Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
800,80 € ↑18,60 (2,38%)
2026-06-03
CENA AKCJI
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionLandaas & Co /wi /adv
Latest Disclosed Ownership2,004 shares
Latest Disclosed Value $ 1,419,612
Landaas & Co /wi /adv reports 7.11% increase in ownership of CAT1 / Caterpillar Inc.

On April 30, 2026 - Landaas & Co /wi /adv filed a 13F-HR form disclosing ownership of 2,004 shares of Caterpillar Inc. (DE:CAT1) valued at $1,230,456 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,871 shares of Caterpillar Inc.. This represents a change in shares of 7.11% during the quarter. The current value of the position is $1,604,803 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)
2026-04-30 2026-03-31 13F CATERPILLAR COM 149123101 2,004 133 7.11 1,420 32.49 0.3114
2026-01-21 2025-12-31 13F CATERPILLAR COM 149123101 1,871 38 2.07 1,072 22.40 0.2358
2025-11-04 2025-09-30 13F CATERPILLAR INC COM COM 149123101 1,833 100 5.77 875 30.01 0.1988
2025-08-11 2025-06-30 13F CATERPILLAR INC COM COM 149123101 1,733 263 17.89 673 38.76 0.1607
2025-05-02 2025-03-31 13F CATERPILLAR INS COM COM 149123101 1,470 0 0.00 485 -9.01 0.1341
2025-02-27 2024-12-31 13F CATERPILLAR INS COM COM 149123101 1,470 172 13.25 533 4.92 0.1476
2024-11-12 2024-09-30 13F CATERPILLAR INS COM COM 149123101 1,298 -9 -0.69 508 16.78 0.1414
2024-08-13 2024-06-30 13F CATERPILLAR INS COM COM 149123101 1,307 0 0.00 435 -9.19 0.1325
2024-05-09 2024-03-31 13F CATERPILLAR INS COM COM 149123101 1,307 9 0.69 479 24.74 0.1558
2024-02-12 2023-12-31 13F CATERPILLAR INS COM COM 149123101 1,298 0 0.00 384 8.47 0.1424
2023-11-13 2023-09-30 13F CATERPILLAR INS COM COM 149123101 1,298 0 0.00 354 10.97 0.1536
2023-08-03 2023-06-30 13F CATERPILLAR INS COM COM 149123101 1,298 0 0.00 319 7.41 0.1407
2023-05-10 2023-03-31 13F CATERPILLAR INS COM COM 149123101 1,298 0 0.00 297 -4.50 0.1448
2023-02-15 2022-12-31 13F CATERPILLAR INS COM COM 149123101 1,298 -1,456 -52.87 311 -31.19 0.1712
2022-11-14 2022-09-30 13F CATERPILLAR INS COM COM 149123101 2,754 3 0.11 452 -8.13 0.2870
2022-08-09 2022-06-30 13F CATERPILLAR INC COM COM 149123101 2,751 0 0.00 492 -13.53 0.3037
2022-05-09 2022-03-31 13F CATERPILLAR INC COM COM 149123101 2,751 0 0.00 569 0.00 0.3025
2022-03-03 2021-12-31 13F CATERPILLAR INC COM COM 149123101 2,751 0 0.00 569 7.77 0.3025
2021-11-12 2021-09-30 13F CATERPILLAR INC COM COM 149123101 2,751 0 0.00 528 -11.85 0.3038
2021-08-17 2021-06-30 13F CATERPILLAR INC COM COM 149123101 2,751 3 0.11 599 -5.97 0.3351
2021-05-11 2021-03-31 13F CATERPILLAR INC COM COM 149123101 2,748 783 39.85 637 77.93 0.3808
2021-02-16 2020-12-31 13F CATERPILLAR INC COM COM 149123101 1,965 3 0.15 358 22.18 0.2432
2020-11-06 2020-09-30 13F CATERPILLAR INC COM COM 149123101 1,962 5 0.26 293 18.15 0.2223
2020-08-04 2020-06-30 13F CATERPILLAR INC COM COM 149123101 1,957 5 0.26 248 9.25 0.1971
2020-05-05 2020-03-31 13F CATERPILLAR COM 149123101 1,952 4 0.21 227 -21.18 0.1915
2020-02-13 2019-12-31 13F CATERPILLAR COM 149123101 1,948 1,948 -0.20 288 26.87 0.2012
2018-11-14 2018-09-30 13F CATERPILLAR INC COM COM 149123101 0 -957 -100.00 0 -100.00
2018-08-07 2018-06-30 13F CATERPILLAR INC COM COM 149123101 957 957 130 0.1039
2018-05-14 2018-03-31 13F CATERPILLAR INC COM COM 149123101 0 -957 -100.00 0 -100.00
2018-02-06 2017-12-31 13F CATERPILLAR INC COM COM 149123101 957 -540 -36.07 151 -19.25 0.1303
2017-11-14 2017-09-30 13F CATERPILLAR INC COM COM 149123101 1,497 1,497 187 0.1645
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.