캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionClarus Wealth Advisors
Latest Disclosed Ownership2,074 shares
Latest Disclosed Value $ 1,502,379
Clarus Wealth Advisors reports 3.03% increase in ownership of CAT / Caterpillar Inc.

On April 8, 2026 - Clarus Wealth Advisors filed a 13F-HR form disclosing ownership of 2,074 shares of Caterpillar Inc. (MX:CAT) valued at $1,502,379 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 2,013 shares of Caterpillar Inc.. This represents a change in shares of 3.03% 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)
2026-04-08 2026-03-31 13F CATERPILLAR COM 149123101 2,074 61 3.03 1,502 17.25 0.6405
2026-01-14 2025-12-31 13F CATERPILLAR COM 149123101 2,013 -322 -13.79 1,281 10.24 0.5311
2025-10-06 2025-09-30 13F CATERPILLAR COM 149123101 2,335 -126 -5.12 1,162 19.79 0.5143
2025-07-09 2025-06-30 13F CATERPILLAR COM 149123101 2,461 -100 -3.90 970 25.97 0.4487
2025-04-10 2025-03-31 13F CATERPILLAR COM 149123101 2,561 -190 -6.91 771 -22.77 0.4121
2025-01-14 2024-12-31 13F CATERPILLAR COM 149123101 2,751 -271 -8.97 997 -17.12 0.4965
2024-10-08 2024-09-30 13F CATERPILLAR COM 149123101 3,022 55 1.85 1,203 23.51 0.6130
2024-07-11 2024-06-30 13F CATERPILLAR COM 149123101 2,967 118 4.14 975 -8.03 0.5179
2024-04-11 2024-03-31 13F CATERPILLAR COM 149123101 2,849 -152 -5.06 1,060 25.33 0.6002
2024-01-22 2023-12-31 13F CATERPILLAR COM 149123101 3,001 -319 -9.61 846 3.94 0.5004
2023-07-10 2023-06-30 13F CATERPILLAR COM 149123101 3,320 154 4.86 814 22.81 0.4945
2023-04-10 2023-03-31 13F CATERPILLAR COM 149123101 3,166 206 6.96 662 -10.66 0.4166
2023-01-12 2022-12-31 13F CATERPILLAR COM 149123101 2,960 749 33.88 741 87.59 0.4861
2022-10-11 2022-09-30 13F CATERPILLAR COM 149123101 2,211 205 10.22 395 12.54 0.2819
2022-07-13 2022-06-30 13F CATERPILLAR COM 149123101 2,006 88 4.59 351 -15.22 0.2472
2022-04-12 2022-03-31 13F CATERPILLAR COM 149123101 1,918 38 2.02 414 -0.96 0.2576
2022-01-13 2021-12-31 13F CATERPILLAR COM 149123101 1,880 168 9.81 418 26.67 0.2405
2021-10-06 2021-09-30 13F CATERPILLAR COM 149123101 1,712 -718 -29.55 330 -37.85 0.2030
2021-07-13 2021-06-30 13F CATERPILLAR COM 149123101 2,430 -1,591 -39.57 531 -42.78 0.3325
2021-04-12 2021-03-31 13F CATERPILLAR COM 149123101 4,021 1,465 57.32 928 87.10 0.5813
2021-01-12 2020-12-31 13F CATERPILLAR COM 149123101 2,556 741 40.83 496 80.36 0.3297
2020-10-08 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,815 124 7.33 275 27.91 0.2131
2020-07-09 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,691 1,691 -6.83 215 -21.82 0.1811
2020-04-08 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -1,527 -100.00 0 -100.00
2020-01-10 2019-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 1,527 -1,280 -45.60 225 -36.62 0.1487
2020-01-10 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 2,807 0 355 259,468.7833
2019-10-11 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 2,807 1,330 90.05 355 76.62 0.2595
2019-07-24 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 1,477 22 1.51 201 2.03 0.1453
2019-04-04 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 1,455 5 0.34 197 7.07 0.1473
2019-02-05 2018-12-31 13F/A-3 CATERPILLAR INC DEL COM 149123101 1,450 213 17.22 184 -2.65 0.2893
2019-01-08 2018-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 1,237 -213 189 0.1234
2018-10-03 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 1,237 -1,997 -61.75 189 -60.38 0.1234
2018-07-05 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 3,234 0 0.00 477 0.00 0.3607
2018-05-11 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 3,234 -1,187 -26.85 477 -31.56 0.4403
2018-02-05 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 4,421 4,421 697 0.6708
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.