CATERPILLAR INC;COM USD1
Reported by Global Trust Asset Management LLC
Reported 7,028 shares, down 228 (3.1%) from the prior quarter.
Reported value -26.3%; share count -3.1% 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 | 1792000 |
| 2022-03-31 | 2426000 |
| 2022-06-30 | 1627000 |
| 2022-09-30 | 1370000 |
| 2022-12-31 | 1946425 |
| 2023-03-31 | 1882851 |
| 2023-06-30 | 2024460 |
| 2023-09-30 | 2281518 |
| 2023-12-31 | 2486360 |
| 2024-03-31 | 3449388 |
| 2024-06-30 | 3107397 |
| 2024-09-30 | 3675345 |
| 2024-12-31 | 3297563 |
| 2025-03-31 | 1801918 |
| 2025-06-30 | 1787533 |
| 2025-09-30 | 2219944 |
| 2025-12-31 | 4207458 |
| 2026-03-31 | 5467626 |
| 2026-06-30 | 7726794 |
| 2026-09-30 | 5698151 |
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 | 7,028 | -228 (-3.1%) | 1.78% | $5,698,151 | 2026-10-19 | |
| Q2 2026 | Reduced | 7,256 | -462 (-6.0%) | 2.42% | $7,726,794 | 2026-08-03 | |
| Q1 2026 | Added | 7,718 | +373 (5.1%) | 2.09% | $5,467,626 | 2026-04-23 | |
| Q4 2025 | Added | 7,345 | +2,692 (57.9%) | 1.66% | $4,207,458 | 2026-01-20 | |
| Q3 2025 | Added | 4,653 | +48 (1.0%) | 1.0% | $2,219,944 | 2025-10-28 | |
| Q2 2025 | Reduced | 4,605 | -858 (-15.7%) | 0.96% | $1,787,533 | 2025-07-17 | |
| Q1 2025 | Reduced | 5,463 | -3,627 (-39.9%) | 1.1% | $1,801,918 | 2025-04-18 | |
| Q4 2024 | Reduced | 9,090 | -307 (-3.3%) | 1.25% | $3,297,563 | 2025-01-17 | |
| Q3 2024 | Added | 9,397 | +68 (0.7%) | 1.36% | $3,675,345 | 2024-10-23 | |
| Q2 2024 | Reduced | 9,329 | -84 (-0.9%) | 1.25% | $3,107,397 | 2024-07-11 | |
| Q1 2024 | Added | 9,413 | +1,004 (11.9%) | 1.42% | $3,449,388 | 2024-04-12 | |
| Q4 2023 | Added | 8,409 | +52 (0.6%) | 1.09% | $2,486,360 | 2024-01-16 | |
| Q3 2023 | Added | 8,357 | +129 (1.6%) | 1.09% | $2,281,518 | 2023-10-12 | |
| Q2 2023 | Unchanged | 8,228 | 0 (0.0%) | 0.91% | $2,024,460 | 2023-07-24 | |
| Q1 2023 | Added | 8,228 | +103 (1.3%) | 0.9% | $1,882,851 | 2023-04-14 | |
| Q4 2022 | Reduced | 8,125 | -222 (-2.7%) | 0.98% | $1,946,425 | 2023-02-14 | |
| Q3 2022 | Reduced | 8,347 | -752 (-8.3%) | 0.71% | $1,370,000 | 2022-10-07 | |
| Q2 2022 | Reduced | 9,099 | -1,791 (-16.4%) | 0.8% | $1,627,000 | 2022-07-12 | |
| Q1 2022 | Added | 10,890 | +2,223 (25.6%) | 1.01% | $2,426,000 | 2022-04-12 | |
| Q4 2021 | Reduced | 8,667 | -658 (-7.1%) | 0.71% | $1,792,000 | 2022-01-18 | |
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Who else reported the position
1709 managers reported CATERPILLAR INC;COM USD1 for Q3 2026 so far.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | Added | 424,750 | +98,147 | 0.4% | $350,890,000 | 54 qtrs |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 349,103 | -6,306 | 0.54% | $283,049,000 | 54 qtrs |
| Sumitomo Mitsui DS Asset Management Company Ltd | Added | 313,423 | +324 | 1.72% | $254,120,234 | 54 qtrs |
| Asset Management One Co Ltd | Reduced | 313,216 | -6,809 | 0.64% | $253,952,401 | 54 qtrs |
| Temasek Holdings Private Ltd | Added | 232,556 | +91,883 | 0.51% | $188,554,079 | 4 qtrs |
| Robeco Institutional Asset Management B V | Added | 219,176 | +41,055 | 0.21% | $177,705,708 | 54 qtrs |
| Swedbank AB | Reduced | 215,054 | -42 | 0.15% | $174,363,631 | 23 qtrs |
| KBC Group NV | Reduced | 185,229 | -46,282 | 0.31% | $150,181,000 | 54 qtrs |
| FJARDE AP-FONDEN FOURTH SWEDISH NATIONAL PENSION FUND | Reduced | 165,452 | -9,632 | 0.69% | $134,146,828 | 9 qtrs |
| NISA INVESTMENT ADVISORS LLC | Reduced | 159,571 | -3,255 | 0.37% | $129,378,571 | 54 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2026
- Filed
- October 19, 2026
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 96
- Shared
- 0
- None
- 6,931
“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.