캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionCheviot Value Management, LLC
Latest Disclosed Ownership593 shares
Latest Disclosed Value $ 420,117
Cheviot Value Management, LLC ownership in CAT / Caterpillar Inc.

On May 12, 2026 - Cheviot Value Management, LLC filed a 13F-HR form disclosing ownership of 593 shares of Caterpillar Inc. (MX:CAT) valued at $420,117 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 593 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)
2026-05-12 2026-03-31 13F CATERPILLAR INC COM Stock 149123101 593 0 0.00 420 10.24 0.0422
2026-02-03 2025-12-31 13F CATERPILLAR INC COM Stock 149123101 593 -10 -1.66 381 20.57 0.0375
2025-10-31 2025-09-30 13F CATERPILLAR INC COM Stock 149123101 603 0 0.00 316 25.90 0.0336
2025-08-13 2025-06-30 13F CATERPILLAR INC COM Stock 149123101 603 -35 -5.49 251 21.84 0.0288
2025-05-09 2025-03-31 13F CATERPILLAR INC COM Stock 149123101 638 -95 -12.96 206 -22.26 0.0254
2025-02-14 2024-12-31 13F Caterpillar COM 149123101 733 -55 -6.98 266 -13.96 0.0508
2024-11-14 2024-09-30 13F Caterpillar COM 149123101 788 -5 -0.63 308 16.67 0.0581
2024-08-14 2024-06-30 13F Caterpillar COM 149123101 793 0 0.00 264 -8.97 0.0516
2024-05-14 2024-03-31 13F Caterpillar COM 149123101 793 -150 -15.91 291 4.32 0.0637
2024-02-14 2023-12-31 13F Caterpillar COM 149123101 943 -75 -7.37 279 0.36 0.0600
2023-11-07 2023-09-30 13F Caterpillar COM 149123101 1,018 -85 -7.71 278 2.21 0.0615
2023-11-07 2023-06-30 13F Caterpillar COM 149123101 1,103 0 0.00 271 7.54 0.0591
2023-05-15 2023-03-31 13F Caterpillar COM 149123101 1,103 -5 -0.45 252 -4.91 0.0607
2023-02-13 2022-12-31 13F Caterpillar COM 149123101 1,108 1,108 265 0.0653
2022-11-14 2022-09-30 13F Caterpillar COM 149123101 0 -1,128 -100.00 0 -100.00
2022-08-03 2022-06-30 13F Caterpillar COM 149123101 1,128 -5 -0.44 202 -19.84 0.0504
2022-05-11 2022-03-31 13F Caterpillar COM 149123101 1,133 0 0.00 252 7.69 0.0533
2022-02-14 2021-12-31 13F Caterpillar COM 149123101 1,133 0 0.00 234 7.34 0.0548
2021-11-12 2021-09-30 13F Caterpillar COM 149123101 1,133 0 0.00 218 -11.74 0.0559
2021-08-16 2021-06-30 13F Caterpillar COM 149123101 1,133 0 0.00 247 -6.08 0.0606
2021-05-14 2021-03-31 13F Caterpillar COM 149123101 1,133 -294 -20.60 263 1.15 0.0731
2021-02-12 2020-12-31 13F Caterpillar COM 149123101 1,427 1,427 25.95 260 -1.14 0.0785
2020-05-13 2020-03-31 13F Caterpillar COM 149123101 0 -1,958 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Caterpillar COM 149123101 1,958 -9 -0.46 289 16.53 0.1114
2019-11-15 2019-09-30 13F Caterpillar COM 149123101 1,967 -85 -4.14 248 -11.43 0.1056
2019-08-14 2019-06-30 13F Caterpillar COM 149123101 2,052 -39 -1.87 280 -1.06 0.1212
2019-05-14 2019-03-31 13F Caterpillar COM 149123101 2,091 1 0.05 283 6.39 0.1375
2019-02-14 2018-12-31 13F Caterpillar COM 149123101 2,090 -102 -4.65 266 -20.36 0.1385
2018-11-13 2018-09-30 13F Caterpillar COM 149123101 2,192 1 0.05 334 12.46 0.1569
2018-08-10 2018-06-30 13F Caterpillar COM 149123101 2,191 1 0.05 297 -8.05 0.1456
2018-05-11 2018-03-31 13F Caterpillar COM 149123101 2,190 -19 -0.86 323 -7.18 0.1680
2018-02-13 2017-12-31 13F Caterpillar COM 149123101 2,209 25 1.14 348 27.94 0.1803
2017-11-14 2017-09-30 13F Caterpillar COM 149123101 2,184 31 1.44 272 17.75 0.1479
2017-08-11 2017-06-30 13F Caterpillar COM 149123101 2,153 -9 -0.42 231 14.93 0.1346
2017-05-11 2017-03-31 13F Caterpillar COM 149123101 2,162 1 0.05 201 0.50 0.1132
2017-02-14 2016-12-31 13F Caterpillar COM 149123101 2,161 2,161 200 0.1197
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.