캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionApella Capital, LLC
Latest Disclosed Ownership6,367 shares
Latest Disclosed Value $ 5,059,721
Apella Capital, LLC reports 67.42% increase in ownership of CAT / Caterpillar Inc.

On April 20, 2026 - Apella Capital, LLC filed a 13F-HR form disclosing ownership of 6,367 shares of Caterpillar Inc. (MX:CAT) valued at $5,059,721 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 3,803 shares of Caterpillar Inc.. This represents a change in shares of 67.42% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F CATERPILLAR COM 149123101 6,367 2,564 67.42 5,060 132.28 0.0751
2026-01-21 2025-12-31 13F CATERPILLAR COM 149123101 3,803 250 7.04 2,179 13.32 0.0431
2025-10-17 2025-09-30 13F CATERPILLAR COM 149123101 3,553 256 7.76 1,922 48.99 0.0428
2025-07-08 2025-06-30 13F CATERPILLAR COM 149123101 3,297 4 0.12 1,291 30.17 0.0350
2025-04-10 2025-03-31 13F CATERPILLAR COM 149123101 3,293 2,455 292.96 991 225.99 0.0340
2025-01-14 2024-12-31 13F CATERPILLAR COM 149123101 838 46 5.81 304 -2.56 0.0117
2024-10-03 2024-09-30 13F CATERPILLAR COM 149123101 792 21 2.72 312 24.30 0.0128
2024-07-10 2024-06-30 13F CATERPILLAR COM 149123101 771 166 27.44 252 12.05 0.0112
2024-04-10 2024-03-31 13F CATERPILLAR COM 149123101 605 -100 -14.18 225 11.44 0.0113
2024-01-05 2023-12-31 13F CATERPILLAR COM 149123101 705 705 202 0.0112
2023-07-06 2023-06-30 13F CATERPILLAR COM 149123101 0 -838 -100.00 0 -100.00
2023-01-10 2022-12-31 13F CATERPILLAR COM 149123101 838 838 201 0.0183
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.