Caterpillar Inc.
DE ˙ XTRA ˙ US1491231015
810,00 € ↑9,20 (1,15%)
2026-06-04
CENA AKCJI
SecurityDE:CAT1 / Caterpillar Inc.
InstitutionTcw Group Inc
Latest Disclosed Ownership46,057 shares
Latest Disclosed Value $ 32,629,542
Tcw Group Inc reports 522.31% increase in ownership of CAT1 / Caterpillar Inc.

On May 14, 2026 - Tcw Group Inc filed a 13F-HR form disclosing ownership of 46,057 shares of Caterpillar Inc. (DE:CAT1) valued at $28,278,998 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,401 shares of Caterpillar Inc.. This represents a change in shares of 522.31% during the quarter. The current value of the position is $37,306,170 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)
2026-05-14 2026-03-31 13F CATERPILLAR COM 149123101 46,057 38,656 522.31 32,630 669.73 0.1307
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 7,401 7,401 4,240 0.0304
2024-07-19 2024-06-30 13F CATERPILLAR COM 149123101 0 -10,682 -100.00 0 -100.00
2024-05-10 2024-03-31 13F CATERPILLAR COM 149123101 10,682 -2,225 -17.24 3,914 2.17 0.0396
2024-02-09 2023-12-31 13F CATERPILLAR COM 149123101 12,907 12,907 3,831 0.0427
2020-05-05 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -11,360 -100.00 0 -100.00
2020-02-10 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 11,360 -1,235 -9.81 1,677 5.41 0.0186
2019-11-13 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 12,595 0 0.00 1,591 -7.28 0.0181
2019-08-07 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 12,595 -6,106 -32.65 1,716 -32.28 0.0182
2019-05-13 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 18,701 -5,183 -21.70 2,534 -16.51 0.0243
2019-02-11 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 23,884 7,596 46.64 3,035 22.18 0.0314
2018-10-30 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 16,288 -1,440 -8.12 2,484 3.28 0.0204
2018-08-01 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 17,728 -6,614 -27.17 2,405 -32.97 0.0195
2018-05-10 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 24,342 5,250 27.50 3,588 19.24 0.0292
2018-02-09 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 19,092 1,932 11.26 3,009 40.61 0.0242
2017-11-06 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 17,160 17,160 2,140 0.0170
2017-05-11 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -44,324 -100.00 0 -100.00
2017-02-10 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 44,324 1,174 2.72 4,111 7.34 0.0309
2016-11-14 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 43,150 350 0.82 3,830 18.03 0.0291
2016-08-12 2016-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 42,800 2,050 5.03 3,245 4.04 0.0245
2016-08-11 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 42,800 3,245
2016-05-16 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 40,750 267 0.66 3,119 13.38 0.0229
2016-02-16 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 40,483 -950 -2.29 2,751 1.59 0.0198
2015-11-13 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 41,433 600 1.47 2,708 -21.82 0.0194
2015-08-12 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 40,833 -130,200 -76.13 3,464 -74.69 0.0223
2015-05-13 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 171,033 1,215 0.72 13,688 -11.93 0.0657
2015-02-13 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 169,818 -138,198 -44.87 15,543 -49.04 0.0650
2014-11-14 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 308,016 -5,013 -1.60 30,503 -10.33 0.1227
2014-08-14 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 313,029 -4,054 -1.28 34,017 7.96 0.1401
2014-05-13 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 317,083 2,300 0.73 31,508 10.22 0.1308
2014-02-18 2013-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 314,783 450 0.14 28,587 9.09 0.1205
2014-02-14 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 28,587 314,783
2013-11-14 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 314,333 -8,200 -2.54 26,206 -1.50 0.1210
2013-08-14 2013-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 322,533 322,533 26,606 0.1312
2013-08-14 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 322,533 26,606
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.