캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionAspire Private Capital, LLC
Latest Disclosed Ownership286 shares
Latest Disclosed Value $ 202,971
Aspire Private Capital, LLC ownership in CAT / Caterpillar Inc.

On April 22, 2026 - Aspire Private Capital, LLC filed a 13F-HR form disclosing ownership of 286 shares of Caterpillar Inc. (MX:CAT) valued at $202,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 22, 2025 disclosing 0 shares of Caterpillar Inc..

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)
2026-04-22 2026-03-31 13F CATERPILLAR COM 149123101 286 286 203 0.0251
2025-04-22 2025-03-31 13F CATERPILLAR COM 149123101 0 -3,266 -100.00 0 -100.00
2025-01-17 2024-12-31 13F CATERPILLAR COM 149123101 3,266 38 1.18 1,185 -6.18 0.2939
2024-10-25 2024-09-30 13F CATERPILLAR COM 149123101 3,228 58 1.83 1,263 19.62 0.3006
2024-07-15 2024-06-30 13F CATERPILLAR COM 149123101 3,170 211 7.13 1,056 -2.68 0.2720
2024-04-18 2024-03-31 13F CATERPILLAR COM 149123101 2,959 290 10.87 1,084 37.39 0.2857
2024-02-01 2023-12-31 13F CATERPILLAR COM 149123101 2,669 158 6.29 789 15.18 0.2339
2023-11-03 2023-09-30 13F CATERPILLAR COM 149123101 2,511 2,221 765.86 686 864.79 0.2234
2023-07-24 2023-06-30 13F CATERPILLAR COM 149123101 290 0 0.00 71 7.58 0.0227
2023-05-30 2023-03-31 13F/A-1 CATERPILLAR COM 149123101 290 0 0.00 66 -4.35 0.0220
2023-05-03 2023-03-31 13F CATERPILLAR COM 149123101 290 0 66,364 0.0220
2023-05-30 2022-12-31 13F/A-1 CATERPILLAR COM 149123101 290 -1 -0.34 69 43.75 0.0249
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 290 -1 69 0.0249
2022-11-10 2022-09-30 13F CATERPILLAR COM 149123101 291 0 0.00 48 -7.69 0.0183
2022-08-01 2022-06-30 13F CATERPILLAR COM 149123101 291 0 0.00 52 -20.00 0.0186
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 291 0 0.00 65 8.33 0.0207
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 291 1 0.34 60 7.14 0.0187
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 290 -7 -2.36 56 -13.85 0.0187
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 297 200 206.19 65 195.45 0.0208
2021-05-26 2021-03-31 13F CATERPILLAR COM 149123101 97 -200 -67.34 22 -59.26 0.0077
2021-02-16 2020-12-31 13F Caterpillar COM 149123101 297 -338 -53.23 54 -43.16 0.0206
2020-11-13 2020-09-30 13F Caterpillar COM 149123101 635 635 113.80 95 75.93 0.0389
2020-05-14 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -583 -100.00 0 -100.00
2020-02-11 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 583 0 0.00 86 16.22 0.0372
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 583 93 18.98 74 10.45 0.0352
2019-08-13 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 490 -921 -65.27 67 -64.92 0.0320
2019-05-13 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 1,411 -604 -29.98 191 -25.39 0.0962
2019-02-25 2018-12-31 13F/A-1 Caterpillar Com 149123101 2,015 2,015 256 0.1479
2019-02-14 2018-12-31 13F Caterpillar Com 149123101 202 256
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.