캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionAccurate Wealth Management, LLC
Latest Disclosed Ownership8,202 shares
Latest Disclosed Value $ 6,483,739
Accurate Wealth Management, LLC reports 8.90% increase in ownership of CAT / Caterpillar Inc.

On April 23, 2026 - Accurate Wealth Management, LLC filed a 13F-HR form disclosing ownership of 8,202 shares of Caterpillar Inc. (MX:CAT) valued at $6,483,739 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 7,532 shares of Caterpillar Inc.. This represents a change in shares of 8.90% during the quarter.

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)
2026-04-23 2026-03-31 13F CATERPILLAR COM 149123101 8,202 670 8.90 6,484 39.39 0.7803
2026-01-14 2025-12-31 13F CATERPILLAR COM 149123101 7,532 448 6.32 4,651 24.56 0.5902
2025-10-20 2025-09-30 13F CATERPILLAR COM 149123101 7,084 53 0.75 3,734 30.10 0.4972
2025-07-15 2025-06-30 13F CATERPILLAR COM 149123101 7,031 820 13.20 2,870 57.52 0.4391
2025-04-15 2025-03-31 13F CATERPILLAR COM 149123101 6,211 733 13.38 1,822 -5.25 0.3478
2025-01-14 2024-12-31 13F CATERPILLAR COM 149123101 5,478 364 7.12 1,924 -3.07 0.3692
2024-10-17 2024-09-30 13F CATERPILLAR COM 149123101 5,114 273 5.64 1,985 18.66 0.3987
2024-07-17 2024-06-30 13F CATERPILLAR COM 149123101 4,841 -541 -10.05 1,673 -12.37 0.4012
2024-04-23 2024-03-31 13F CATERPILLAR COM 149123101 5,382 4 0.07 1,909 21.53 0.5575
2024-01-12 2023-12-31 13F CATERPILLAR COM 149123101 5,378 204 3.94 1,571 11.35 0.4884
2023-10-23 2023-09-30 13F CATERPILLAR COM 149123101 5,174 678 15.08 1,410 22.72 0.4424
2023-07-24 2023-06-30 13F CATERPILLAR COM 149123101 4,496 384 9.34 1,149 29.68 0.3585
2023-04-13 2023-03-31 13F CATERPILLAR COM 149123101 4,112 501 13.87 886 -1.99 0.3055
2023-01-11 2022-12-31 13F CATERPILLAR COM 149123101 3,611 1,051 41.05 905 96.52 0.3329
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 2,560 -330 -11.42 460 -11.37 0.1918
2022-08-04 2022-06-30 13F CATERPILLAR COM 149123101 2,890 90 3.21 519 -16.83 0.2821
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 2,800 389 16.13 624 26.83 0.2796
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 2,411 62 2.64 492 7.66 0.4020
2021-10-22 2021-09-30 13F CATERPILLAR COM 149123101 2,349 200 9.31 457 -2.35 0.3979
2021-08-25 2021-06-30 13F CATERPILLAR COM 149123101 2,149 2,149 468 0.4114
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.