캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionChico Wealth RIA
Latest Disclosed Ownership1,157 shares
Latest Disclosed Value $ 819,867
Chico Wealth RIA reports 0.35% increase in ownership of CAT / Caterpillar Inc.

On May 8, 2026 - Chico Wealth RIA filed a 13F-HR form disclosing ownership of 1,157 shares of Caterpillar Inc. (MX:CAT) valued at $819,867 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,153 shares of Caterpillar Inc.. This represents a change in shares of 0.35% 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)
2026-05-08 2026-03-31 13F Caterpillar Common Stock 149123101 1,157 4 0.35 820 24.09 0.5008
2026-02-10 2025-12-31 13F Caterpillar Common Stock 149123101 1,153 26 2.31 660 22.91 0.4303
2025-10-21 2025-09-30 13F CATERPILLAR COM 149123101 1,127 201 21.71 538 49.58 0.3653
2025-07-14 2025-06-30 13F CATERPILLAR COM 149123101 926 177 23.63 359 45.34 0.2843
2025-04-22 2025-03-31 13F CATERPILLAR COM 149123101 749 0 0.00 247 -8.86 0.2144
2025-01-22 2024-12-31 13F CATERPILLAR COM 149123101 749 -166 -18.14 272 -24.09 0.2376
2024-10-23 2024-09-30 13F CATERPILLAR COM 149123101 915 0 0.00 358 17.43 0.3061
2024-07-22 2024-06-30 13F CATERPILLAR COM 149123101 915 -54 -5.57 305 -14.37 0.2793
2024-04-18 2024-03-31 13F CATERPILLAR COM 149123101 969 146 17.74 355 46.09 0.3358
2024-01-22 2023-12-31 13F CATERPILLAR COM 149123101 823 823 243 0.2535
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.