CATERPILLAR INC;COM USD1
Reported by CULBERTSON A N & CO INC
Reported 36,412 shares, down 1,408 (3.7%) from the prior quarter.
Reported value -26.7%; share count -3.7% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 8885000 |
| 2022-03-31 | 9755000 |
| 2022-06-30 | 7853000 |
| 2022-09-30 | 7119000 |
| 2022-12-31 | 10404809 |
| 2023-03-31 | 9828564 |
| 2023-06-30 | 10671312 |
| 2023-09-30 | 11879459 |
| 2023-12-31 | 12741751 |
| 2024-03-31 | 15687418 |
| 2024-06-30 | 13807661 |
| 2024-09-30 | 16190021 |
| 2024-12-31 | 15148858 |
| 2025-03-31 | 13769315 |
| 2025-06-30 | 15963389 |
| 2025-09-30 | 19389229 |
| 2025-12-31 | 23427232 |
| 2026-03-31 | 28112755 |
| 2026-06-30 | 40273986 |
| 2026-09-30 | 29522080 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 36,412 | -1,408 (-3.7%) | 3.43% | $29,522,080 | 2026-10-21 | |
| Q2 2026 | Reduced | 37,820 | -1,862 (-4.7%) | 4.69% | $40,273,986 | 2026-07-29 | |
| Q1 2026 | Reduced | 39,682 | -1,213 (-3.0%) | 3.65% | $28,112,755 | 2026-05-12 | |
| Q4 2025 | Added | 40,895 | +259 (0.6%) | 3.21% | $23,427,232 | 2026-01-21 | |
| Q3 2025 | Reduced | 40,636 | -485 (-1.2%) | 2.74% | $19,389,229 | 2025-10-24 | |
| Q2 2025 | Reduced | 41,121 | -630 (-1.5%) | 2.45% | $15,963,389 | 2025-08-11 | |
| Q1 2025 | Reduced | 41,751 | -9 (0.0%) | 2.2% | $13,769,315 | 2025-05-15 | |
| Q4 2024 | Added | 41,760 | +366 (0.9%) | 2.41% | $15,148,858 | 2025-01-16 | |
| Q3 2024 | Reduced | 41,394 | -58 (-0.1%) | 2.61% | $16,190,021 | 2024-10-16 | |
| Q2 2024 | Reduced | 41,452 | -1,360 (-3.2%) | 2.41% | $13,807,661 | 2024-07-30 | |
| Q1 2024 | Reduced | 42,812 | -283 (-0.7%) | 2.71% | $15,687,418 | 2024-04-30 | |
| Q4 2023 | Reduced | 43,095 | -420 (-1.0%) | 2.37% | $12,741,751 | 2024-01-19 | |
| Q3 2023 | Added | 43,515 | +144 (0.3%) | 2.38% | $11,879,459 | 2023-10-18 | |
| Q2 2023 | Added | 43,371 | +421 (1.0%) | 2.06% | $10,671,312 | 2023-07-18 | |
| Q1 2023 | Reduced | 42,950 | -483 (-1.1%) | 2.01% | $9,828,564 | 2023-05-08 | |
| Q4 2022 | Added | 43,433 | +40 (0.1%) | 2.19% | $10,404,809 | 2023-01-23 | |
| Q3 2022 | Reduced | 43,393 | -541 (-1.2%) | 1.65% | $7,119,000 | 2022-10-13 | |
| Q2 2022 | Added | 43,934 | +150 (0.3%) | 1.7% | $7,853,000 | 2022-07-21 | |
| Q1 2022 | Added | 43,784 | +805 (1.9%) | 1.84% | $9,755,000 | 2022-04-19 | |
| Q4 2021 | Added | 42,979 | +455 (1.1%) | 1.67% | $8,885,000 | 2022-01-14 | |
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Who else reported the position
2251 managers reported CATERPILLAR INC;COM USD1 for Q3 2026 so far.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | Added | 2,765,428 | +23,243 | 0.41% | $2,242,515,983 | 54 qtrs |
| Citigroup Inc | Added | 1,521,243 | +315,309 | 0.4% | $1,233,408,268 | 54 qtrs |
| Sumitomo Mitsui Trust Holdings Inc | Reduced | 1,291,495 | -16,435 | 0.6% | $1,047,131,231 | 54 qtrs |
| Bank Julius Baer & Co Ltd Zurich | Reduced | 548,242 | -61,977 | 1.14% | $445,948,243 | 27 qtrs |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 507,123 | -155,612 | 0.21% | $411,170,256 | 54 qtrs |
| DekaBank Deutsche Girozentrale | Added | 424,750 | +98,147 | 0.4% | $350,890,000 | 54 qtrs |
| Creative Planning | Added | 390,725 | +11,022 | 0.18% | $316,795,846 | 54 qtrs |
| ProShare Advisors LLC | Reduced | 351,451 | -17,757 | 0.41% | $284,952,956 | 54 qtrs |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 349,103 | -6,306 | 0.54% | $283,049,000 | 54 qtrs |
| Pictet Asset Management Holding SA | Reduced | 334,279 | -10,380 | 0.26% | $271,030,070 | 13 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2026
- Filed
- October 21, 2026
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 36,412
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.