Form 13-F position report

CATERPILLAR INC;COM USD1

Reported by JUPITER ASSET MANAGEMENT LTD

Company profile Manager portfolio Source filing
CAT CUSIP 149123101 Manager CIK 0001215838
Latest reported change

Reported 265,743 shares, up 193,307 (266.9%) from the prior quarter.

Reported value 354.7%; share count 266.9% vs. the prior quarter.

Added
% of reported 13F value 0.93% This manager · Q1 2024
Shares 265,743 Quarter-end amount reported
Reported value $97,376,208 Fair value at quarter end
Consecutive quarters held 5 Through Q1 2024

Reported position value by 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.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

15 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q1 2026 Reduced 0 -61,335 (-100.0%) 0 $0 2026-05-12
Q4 2025 Added 61,335 +60,892 (13745.4%) 0.28% $35,136,981 2026-02-10
Q3 2025 New 443 +443 (0.0%) < 0.01% $211,377 2025-11-10
Q4 2024 Reduced 0 -154,930 (-100.0%) 0 $0 2025-02-10
Q3 2024 Reduced 154,930 -149,877 (-49.2%) 0.53% $60,596,221 2024-11-12
Q2 2024 Added 304,807 +39,064 (14.7%) 0.96% $101,531,212 2024-08-08
Q1 2024 Added 265,743 +193,307 (266.9%) 0.93% $97,376,208 2024-05-10
Q4 2023 Reduced 72,436 -18,157 (-20.0%) 0.21% $21,417,152 2024-02-09
Q3 2023 New 90,593 +90,593 (0.0%) 0.27% $24,731,889 2023-11-09
Q2 2023 Reduced 0 -90,752 (-100.0%) 0 $0 2023-08-10
Q1 2023 New 90,752 +90,752 (0.0%) 0.29% $20,757,705 2023-05-10
Q2 2022 Reduced 0 -1,548 (-100.0%) 0 $0 2022-08-10
Q1 2022 Reduced 1,548 -190 (-10.9%) < 0.01% $345,000 2022-05-11
Q4 2021 Reduced 1,738 -144,947 (-98.8%) < 0.01% $358,000 2022-02-11
Q3 2021 Reduced 146,685 -88,825 (-37.7%) 0.32% $28,142,000 2021-11-10
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Institutional context

Who else reported the position

2805 managers reported CATERPILLAR INC;COM USD1 for Q1 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 47,866,367 -487,003 0.35% $17,539,672,861 44 qtrs
STATE STREET CORPORATION Reduced 37,392,747 -330,137 0.61% $13,701,824,283 44 qtrs
BlackRock Inc Added 33,534,129 +23,664 0.29% $12,287,910,918 44 qtrs
Capital World Investors Reduced 28,172,698 -857,255 1.71% $10,323,321,882 44 qtrs
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Unchanged 17,761,276 0 5.86% $6,508,264,365 44 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 10,219,712 +346,730 0.35% $3,738,255,451 44 qtrs
Fisher Asset Management LLC Added 8,341,641 +202,601 1.43% $3,056,627,805 44 qtrs
BILL & MELINDA GATES FOUNDATION TRUST Unchanged 7,353,614 0 5.88% $2,694,584,778 44 qtrs
MORGAN STANLEY Added 7,199,684 +70 0.21% $2,638,180,991 44 qtrs
NORTHERN TRUST CORPORATION Reduced 6,418,773 -234,600 0.41% $2,352,030,990 44 qtrs
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Filing details and methodology As reported
Report period
March 31, 2024
Filed
May 10, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
265,743
Shared
0
None
0

“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.