캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionEvanson Asset Management, LLC
Latest Disclosed Ownership1,250 shares
Latest Disclosed Value $ 885,575
Evanson Asset Management, LLC ownership in CAT / Caterpillar Inc.

On April 8, 2026 - Evanson Asset Management, LLC filed a 13F-HR form disclosing ownership of 1,250 shares of Caterpillar Inc. (MX:CAT) valued at $885,575 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 1,250 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)
2026-04-08 2026-03-31 13F CATERPILLAR COM 149123101 1,250 0 0.00 886 23.60 0.0475
2026-01-12 2025-12-31 13F CATERPILLAR COM 149123101 1,250 0 0.00 716 20.13 0.0386
2025-10-14 2025-09-30 13F CATERPILLAR COM 149123101 1,250 0 0.00 596 22.89 0.0336
2025-07-15 2025-06-30 13F CATERPILLAR COM 149123101 1,250 0 0.00 485 17.72 0.0302
2025-04-22 2025-03-31 13F CATERPILLAR COM 149123101 1,250 -100 -7.41 412 -15.75 0.0292
2025-01-16 2024-12-31 13F CATERPILLAR COM 149123101 1,350 0 0.00 490 -7.39 0.0335
2024-10-07 2024-09-30 13F CATERPILLAR COM 149123101 1,350 0 0.00 528 17.59 0.0372
2024-07-12 2024-06-30 13F CATERPILLAR COM 149123101 1,350 0 0.00 450 -9.11 0.0331
2024-04-12 2024-03-31 13F CATERPILLAR COM 149123101 1,350 0 0.00 495 23.81 0.0368
2024-01-18 2023-12-31 13F CATERPILLAR COM 149123101 1,350 -116 -7.91 399 -0.25 0.0324
2023-10-19 2023-09-30 13F CATERPILLAR COM 149123101 1,466 1 0.07 400 11.11 0.0369
2023-07-11 2023-06-30 13F CATERPILLAR COM 149123101 1,465 0 0.00 361 7.46 0.0329
2023-04-13 2023-03-31 13F CATERPILLAR COM 149123101 1,465 1 0.07 335 -4.29 0.0332
2023-01-26 2022-12-31 13F/A-1 CATERPILLAR COM 149123101 1,464 -765 -34.32 351 -4.37 0.0377
2023-01-13 2022-12-31 13F CATERPILLAR COM 149123101 1,463 -766 240 0.0000
2022-10-12 2022-09-30 13F CATERPILLAR COM 149123101 2,229 -177 -7.36 366 -14.88 0.0430
2022-07-13 2022-06-30 13F CATERPILLAR COM 149123101 2,406 201 9.12 430 -12.42 0.0473
2022-04-11 2022-03-31 13F CATERPILLAR COM 149123101 2,205 0 0.00 491 7.68 0.0477
2022-01-19 2021-12-31 13F CATERPILLAR COM 149123101 2,205 1 0.05 456 -3.80 0.0406
2021-10-13 2021-09-30 13F CATERPILLAR COM 149123101 2,204 0 0.00 474 -1.25 0.0487
2021-07-14 2021-06-30 13F CATERPILLAR COM 149123101 2,204 -343 -13.47 480 -18.78 0.0499
2021-04-23 2021-03-31 13F CATERPILLAR COM 149123101 2,547 130 5.38 591 34.32 0.0873
2021-01-22 2020-12-31 13F CATERPILLAR COM 149123101 2,417 288 13.53 440 38.36 0.0700
2020-10-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 2,129 0 0.00 318 18.22 0.0575
2020-07-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 2,129 0 0.00 269 8.91 0.0533
2020-04-24 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 2,129 20 0.95 247 -20.58 0.0589
2020-01-13 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 2,109 -740 -25.97 311 -13.61 0.0611
2019-10-11 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 2,849 -291 -9.27 360 -15.89 0.0739
2019-07-11 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 3,140 7 0.22 428 0.71 0.0864
2019-04-09 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 3,133 6 0.19 425 7.05 0.0877
2019-01-17 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 3,127 229 7.90 397 -10.18 0.0907
2018-10-10 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 2,898 -131 -4.32 442 7.54 0.0898
2018-07-11 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 3,029 5 0.17 411 -7.85 0.0815
2018-04-05 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 3,024 1,027 51.43 446 41.59 0.0918
2018-02-05 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 1,997 -277 -12.18 315 10.92 0.0639
2017-11-14 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 2,274 28 1.25 284 17.84 0.0607
2017-07-10 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 2,246 1 0.04 241 15.87 0.0555
2017-04-19 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 2,245 5 0.22 208 0.00 0.0514
2017-02-10 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 2,240 2,240 208 0.0579
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.