캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionBlankinship & Foster, LLC
Latest Disclosed Ownership1,426 shares
Latest Disclosed Value $ 1,010,264
Blankinship & Foster, LLC ownership in CAT / Caterpillar Inc.

On April 17, 2026 - Blankinship & Foster, LLC filed a 13F-HR form disclosing ownership of 1,426 shares of Caterpillar Inc. (MX:CAT) valued at $1,010,264 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,426 shares of Caterpillar Inc.. This represents a change in shares of 0.00% 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)
2026-04-17 2026-03-31 13F CATERPILLAR COM 149123101 1,426 0 0.00 1,010 23.77 0.2234
2026-01-23 2025-12-31 13F CATERPILLAR COM 149123101 1,426 0 0.00 817 20.00 0.1765
2025-11-03 2025-09-30 13F CATERPILLAR COM 149123101 1,426 15 1.06 680 24.31 0.1488
2025-08-08 2025-06-30 13F CATERPILLAR COM 149123101 1,411 0 0.00 548 17.63 0.1282
2025-05-06 2025-03-31 13F CATERPILLAR COM 149123101 1,411 0 0.00 465 -9.00 0.1175
2025-02-07 2024-12-31 13F CATERPILLAR COM 149123101 1,411 0 0.00 512 -7.26 0.1259
2025-04-25 2024-09-30 13F/A-1 CATERPILLAR COM 149123101 1,411 0 0.00 552 17.23 0.1349
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 1,411 0 0.00 470 -9.09 0.1211
2024-08-14 2024-03-31 13F CATERPILLAR COM 149123101 1,411 34 2.47 517 27.03 0.1355
2024-02-09 2023-12-31 13F CATERPILLAR COM 149123101 1,377 0 0.00 407 8.53 0.1159
2023-10-31 2023-09-30 13F CATERPILLAR COM 149123101 1,377 0 0.00 376 10.95 0.1243
2023-07-24 2023-06-30 13F CATERPILLAR COM 149123101 1,377 0 0.00 339 7.30 0.1095
2023-05-04 2023-03-31 13F CATERPILLAR COM 149123101 1,377 0 0.00 315 -4.26 0.1373
2023-01-30 2022-12-31 13F CATERPILLAR COM 149123101 1,377 0 0.00 330 45.58 0.1435
2022-11-08 2022-09-30 13F CATERPILLAR COM 149123101 1,377 0 0.00 226 -8.13 0.1098
2022-08-10 2022-06-30 13F CATERPILLAR COM 149123101 1,377 0 0.00 246 -19.87 0.1135
2022-05-09 2022-03-31 13F CATERPILLAR COM 149123101 1,377 0 0.00 307 7.72 0.1242
2022-02-09 2021-12-31 13F CATERPILLAR COM 149123101 1,377 0 0.00 285 7.95 0.1080
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 1,377 0 0.00 264 -12.00 0.1072
2021-08-10 2021-06-30 13F CATERPILLAR COM 149123101 1,377 0 0.00 300 -5.96 0.1192
2021-05-06 2021-03-31 13F CATERPILLAR COM 149123101 1,377 0 0.00 319 27.09 0.1327
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 1,377 0 0.00 251 22.44 0.1048
2020-11-10 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,377 1,377 0.00 205 -18.33 0.0974
2020-05-07 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -1,477 -100.00 0 -100.00
2020-01-30 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 1,477 1,477 218 0.1203
2019-10-30 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 0 -1,477 -100.00 0 -100.00
2019-07-30 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 1,477 0 0.00 201 0.50 0.1212
2019-04-17 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 1,477 1,477 0.00 200 -0.50 0.1228
2019-01-30 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -1,477 -100.00 0 -100.00
2018-11-06 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 1,477 0 0.00 225 12.50 0.1420
2018-07-31 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 1,477 0 0.00 200 -8.26 0.1327
2018-04-27 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 1,477 0 0.00 218 -6.44 0.1445
2018-01-25 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 1,477 1,477 233 0.1478
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.