캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership2,581 shares
Latest Disclosed Value $ 1,829,174
Belpointe Asset Management LLC reports 23.39% decrease in ownership of CAT / Caterpillar Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 2,581 shares of Caterpillar Inc. (MX:CAT) valued at $1,829,174 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,369 shares of Caterpillar Inc.. This represents a change in shares of -23.39% 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)
2026-04-28 2026-03-31 13F Caterpillar COM 149123101 2,581 -788 -23.39 1,829 -5.23 0.0668
2026-01-27 2025-12-31 13F CATERPILLAR COM 149123101 3,369 575 20.58 1,931 44.79 0.0697
2025-11-03 2025-09-30 13F CATERPILLAR COM 149123101 2,794 378 15.65 1,333 42.11 0.0509
2025-07-22 2025-06-30 13F CATERPILLAR COM 149123101 2,416 189 8.49 938 27.79 0.0391
2025-05-20 2025-03-31 13F CATERPILLAR COM 149123101 2,227 -1,455 -39.52 735 -44.01 0.0382
2025-02-13 2024-12-31 13F CATERPILLAR COM 149123101 3,682 688 22.98 1,311 11.96 0.0790
2024-11-13 2024-09-30 13F CATERPILLAR COM 149123101 2,994 -543 -15.35 1,171 -0.59 0.0703
2024-08-02 2024-06-30 13F CATERPILLAR COM 149123101 3,537 70 2.02 1,178 -7.24 0.0822
2024-05-08 2024-03-31 13F CATERPILLAR COM 149123101 3,467 589 20.47 1,270 49.41 0.0952
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 2,878 -231 -7.43 851 0.24 0.0747
2023-11-15 2023-09-30 13F CATERPILLAR COM 149123101 3,109 1,519 95.53 849 116.88 0.0879
2023-08-15 2023-06-30 13F CATERPILLAR COM 149123101 1,590 -5,084 -76.18 391 -74.39 0.0414
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 6,674 -50 -0.74 1,527 -5.16 0.0825
2023-02-08 2022-12-31 13F CATERPILLAR COM 149123101 6,724 2,434 56.74 1,611 128.37 0.0973
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 4,290 -42 -0.97 705 -9.03 0.0476
2022-08-02 2022-06-30 13F CATERPILLAR COM 149123101 4,332 -4,569 -51.33 775 -60.92 0.0519
2022-04-28 2022-03-31 13F CATERPILLAR COM 149123101 8,901 -45 -0.50 1,983 7.25 0.1202
2022-02-15 2021-12-31 13F CATERPILLAR COM 149123101 8,946 2,613 41.26 1,849 52.06 0.1153
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 6,333 1,038 19.60 1,216 5.56 0.0829
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 5,295 -363 -6.42 1,152 -12.20 0.0829
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 5,658 -1,543 -21.43 1,312 0.08 0.1123
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 7,201 1,742 31.91 1,311 61.06 0.1177
2020-11-13 2020-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 5,459 2,085 61.80 814 90.63 0.0906
2020-11-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 7,987 927
2020-07-20 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,374 -4,613 -57.76 427 -53.94 0.0553
2020-07-20 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 7,987 3,173 65.91 927 30.38 0.1624
2020-02-18 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 4,814 -2,048 -29.85 711 -17.99 0.0902
2020-01-16 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 6,862 4,295 167.32 867 147.71 0.1402
2019-11-22 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 2,567 -1,510 -37.04 350 -36.71 0.0688
2019-06-11 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 4,077 2,377 139.82 553 156.02 0.1080
2019-03-06 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 1,700 -5,043 -74.79 216 -78.99 0.0547
2018-11-23 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 6,743 2,843 72.90 1,028 94.33 0.1626
2018-08-06 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 3,900 3,900 529 0.1478
2018-08-06 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -5,034 -100.00 0 -100.00
2018-02-14 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 5,034 591 13.30 793 43.14 0.1737
2017-11-16 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 4,443 4,443 554 0.1296
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.