캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership2,813 shares
Latest Disclosed Value $ 1,993,260
Boston Private Wealth Llc reports 15.07% decrease in ownership of CAT / Caterpillar Inc.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 2,813 shares of Caterpillar Inc. (MX:CAT) valued at $1,993,260 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,312 shares of Caterpillar Inc.. This represents a change in shares of -15.07% 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 INC COM COM 149123101 2,813 -499 -15.07 1,993 5.06 0.0350
2026-02-04 2025-12-31 13F CATERPILLAR INC COM COM 149123101 3,312 -6 -0.18 1,898 19.84 0.1119
2025-11-06 2025-09-30 13F CATERPILLAR INC COM COM 149123101 3,318 -102 -2.98 1,583 19.29 0.0852
2025-08-14 2025-06-30 13F CATERPILLAR INC COM COM 149123101 3,420 3,420 1,328 0.0711
2025-05-14 2025-03-31 13F CATERPILLAR INC COM COM 149123101 0 -6,978 -100.00 0 -100.00
2025-02-05 2024-12-31 13F CATERPILLAR INC COM COM 149123101 6,978 6,978 2,531 0.0473
2024-10-18 2024-09-30 13F CATERPILLAR INC COM COM 149123101 0 -7,368 -100.00 0 -100.00
2024-08-06 2024-06-30 13F CATERPILLAR INC COM COM 149123101 7,368 -1,507 -16.98 2,454 -24.54 0.0607
2024-05-15 2024-03-31 13F CATERPILLAR INC COM COM 149123101 8,875 -16 -0.18 3,252 23.74 0.0725
2024-01-30 2023-12-31 13F CATERPILLAR INC COM COM 149123101 8,891 -91 -1.01 2,629 7.18 0.0640
2023-10-23 2023-09-30 13F CATERPILLAR INC COM COM 149123101 8,982 -40 -0.44 2,452 10.50 0.0539
2023-07-24 2023-06-30 13F CATERPILLAR INC COM COM 149123101 9,022 -31 -0.34 2,220 7.15 0.0401
2023-05-12 2023-03-31 13F CATERPILLAR INC COM COM 149123101 9,053 -535 -5.58 2,072 -9.80 0.0290
2023-02-10 2022-12-31 13F Caterpillar COM 149123101 9,588 906 10.44 2,297 61.12 0.0310
2022-11-09 2022-09-30 13F Caterpillar COM 149123101 8,682 2,360 37.33 1,425 26.11 0.0208
2022-08-16 2022-06-30 13F Caterpillar COM 149123101 6,322 -169 -2.60 1,130 -21.85 0.0174
2022-05-13 2022-03-31 13F Caterpillar COM 149123101 6,491 301 4.86 1,446 13.06 0.0194
2022-02-15 2021-12-31 13F Caterpillar COM 149123101 6,190 -2,439 -28.27 1,279 -22.81 0.0210
2021-11-09 2021-09-30 13F Caterpillar COM 149123101 8,629 957 12.47 1,657 -0.78 0.0213
2021-08-13 2021-06-30 13F Caterpillar COM 149123101 7,672 -242 -3.06 1,670 -8.99 0.0212
2021-05-11 2021-03-31 13F Caterpillar COM 149123101 7,914 878 12.48 1,835 43.25 0.0256
2021-02-10 2020-12-31 13F CATERPILLAR INC DEL COM COM 149123101 7,036 982 16.22 1,281 41.70 0.0188
2020-11-10 2020-09-30 13F CATERPILLAR INC DEL COM COM 149123101 6,054 27 0.45 904 18.64 0.0149
2020-08-05 2020-06-30 13F CATERPILLAR INC DEL COM COM 149123101 6,027 -304 -4.80 762 3.67 0.0142
2020-05-11 2020-03-31 13F Caterpillar COM 149123101 6,331 192 3.13 735 -18.96 0.0178
2020-02-13 2019-12-31 13F Caterpillar COM 149123101 6,139 -51 -0.82 907 15.98 0.0165
2019-11-01 2019-09-30 13F Caterpillar COM 149123101 6,190 241 4.05 782 -3.58 0.0156
2019-07-10 2019-06-30 13F Caterpillar COM 149123101 5,949 -3 -0.05 811 0.62 0.0272
2019-05-14 2019-03-31 13F Caterpillar COM 149123101 5,952 -256 -4.12 806 2.15 0.0318
2019-02-14 2018-12-31 13F Caterpillar COM 149123101 6,208 -7,205 -53.72 789 -61.42 0.0337
2018-11-13 2018-09-30 13F Caterpillar COM 149123101 13,413 301 2.30 2,045 14.95 0.0723
2018-08-14 2018-06-30 13F Caterpillar COM 149123101 13,112 -2,206 -14.40 1,779 -21.21 0.0682
2018-05-11 2018-03-31 13F Caterpillar COM 149123101 15,318 -737 -4.59 2,258 -10.75 0.0866
2018-02-13 2017-12-31 13F Caterpillar COM 149123101 16,055 -5,286 -24.77 2,530 -4.92 0.0952
2017-11-13 2017-09-30 13F Caterpillar COM 149123101 21,341 -1,656 -7.20 2,661 7.69 0.1023
2017-08-04 2017-06-30 13F Caterpillar COM 149123101 22,997 3,492 17.90 2,471 36.59 0.0970
2017-05-11 2017-03-31 13F Caterpillar COM 149123101 19,505 -893 -4.38 1,809 -4.39 0.0721
2017-02-15 2016-12-31 13F Caterpillar COM 149123101 20,398 -735 -3.48 1,892 0.85 0.0783
2016-11-15 2016-09-30 13F/A-1 Caterpillar COM 149123101 21,133 2,095 11.00 1,876 30.01 0.0763
2016-11-14 2016-09-30 13F Caterpillar COM 149123101 19,038 0 1,443 0.0589
2016-08-01 2016-06-30 13F Caterpillar COM 149123101 19,038 -3,663 -16.14 1,443 -16.97 0.0589
2016-05-13 2016-03-31 13F Caterpillar COM 149123101 22,701 -4,538 -16.66 1,738 -6.10 0.0708
2016-02-12 2015-12-31 13F Caterpillar COM 149123101 27,239 -10,849 -28.48 1,851 -25.63 0.0730
2015-11-12 2015-09-30 13F Caterpillar COM 149123101 38,088 -8,913 -18.96 2,489 -37.57 0.0965
2015-08-13 2015-06-30 13F Caterpillar COM 149123101 47,001 -2,246 -4.56 3,987 1.17 0.1319
2015-05-12 2015-03-31 13F Caterpillar COM 149123101 49,247 -3,228 -6.15 3,941 -17.95 0.1272
2015-02-10 2014-12-31 13F Caterpillar COM 149123101 52,475 52,475 4,803 0.1553
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.