캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership3,262 shares
Latest Disclosed Value $ 2,311,284
Evermay Wealth Management Llc reports 1.08% increase in ownership of CAT / Caterpillar Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 3,262 shares of Caterpillar Inc. (MX:CAT) valued at $2,311,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 3,227 shares of Caterpillar Inc.. This represents a change in shares of 1.08% 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)
2026-05-11 2026-03-31 13F CATERPILLAR COM 149123101 3,262 35 1.08 2,311 25.05 0.2562
2026-01-22 2025-12-31 13F CATERPILLAR COM 149123101 3,227 732 29.34 1,849 55.29 0.2075
2025-11-05 2025-09-30 13F CATERPILLAR COM 149123101 2,495 -60 -2.35 1,190 20.08 0.1361
2025-07-30 2025-06-30 13F CATERPILLAR COM 149123101 2,555 210 8.96 992 28.20 0.1221
2025-05-07 2025-03-31 13F CATERPILLAR COM 149123101 2,345 -83 -3.42 773 -12.16 0.1016
2025-01-24 2024-12-31 13F CATERPILLAR COM 149123101 2,428 726 42.66 881 32.33 0.1334
2024-10-25 2024-09-30 13F CATERPILLAR COM 149123101 1,702 0 0.00 666 17.49 0.1070
2024-08-01 2024-06-30 13F CATERPILLAR COM 149123101 1,702 0 0.00 567 -9.15 0.0909
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 1,702 -30 -1.73 624 21.68 0.0942
2024-02-12 2023-12-31 13F CATERPILLAR COM 149123101 1,732 9 0.52 512 8.94 0.0946
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 1,723 -110 -6.00 470 4.21 0.0961
2023-08-10 2023-06-30 13F CATERPILLAR COM 149123101 1,833 -71 -3.73 451 3.68 0.0868
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 1,904 100 5.54 436 0.69 0.0880
2023-01-19 2022-12-31 13F CATERPILLAR COM 149123101 1,804 -61 -3.27 432 41.18 0.0880
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 1,865 0 0.00 306 -8.11 0.0609
2022-08-15 2022-06-30 13F CATERPILLAR COM 149123101 1,865 -70 -3.62 333 -22.74 0.0646
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 1,935 0 0.00 431 7.75 0.0723
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 1,935 -10 -0.51 400 7.24 0.0715
2021-11-12 2021-09-30 13F/A-1 CATERPILLAR COM 149123101 1,945 -400 -17.06 373 -26.86 0.0723
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 2,345 0 510 0.0945
2021-08-13 2021-06-30 13F CATERPILLAR COM 149123101 2,345 -98 -4.01 510 -9.89 0.0945
2021-05-10 2021-03-31 13F CATERPILLAR COM 149123101 2,443 -332 -11.96 566 12.08 0.1132
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 2,775 -180 -6.09 505 14.51 0.1113
2020-11-05 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 2,955 0 0.00 441 17.91 0.1083
2020-07-20 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 2,955 400 15.66 374 26.35 0.0984
2020-04-24 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 2,555 -410 -13.83 296 -32.42 0.0898
2020-02-11 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 2,965 -150 -4.82 438 11.45 0.1077
2019-10-29 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 3,115 -500 -13.83 393 -20.28 0.1071
2019-07-23 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 3,615 250 7.43 493 8.11 0.1369
2019-05-03 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 3,365 -75 -2.18 456 4.35 0.1289
2019-01-24 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 3,440 -1,675 -32.75 437 -43.97 0.1415
2018-10-29 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 5,115 1,100 27.40 780 43.12 0.2435
2018-08-03 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 4,015 -80 -1.95 545 -9.77 0.1815
2018-05-04 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 4,095 1,250 43.94 604 34.82 0.2082
2018-02-07 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 2,845 2,845 448 0.1641
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.