캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionFinancial Management Network Inc
Latest Disclosed Ownership3,972 shares
Latest Disclosed Value $ 3,126,042
Financial Management Network Inc reports 0.89% increase in ownership of CAT / Caterpillar Inc.

On April 16, 2026 - Financial Management Network Inc filed a 13F-HR form disclosing ownership of 3,972 shares of Caterpillar Inc. (MX:CAT) valued at $3,126,042 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 3,937 shares of Caterpillar Inc.. This represents a change in shares of 0.89% 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)
2026-04-16 2026-03-31 13F CATERPILLAR COM 149123101 3,972 35 0.89 3,126 32.74 0.4787
2026-01-08 2025-12-31 13F CATERPILLAR COM 149123101 3,937 5 0.13 2,356 20.96 0.3728
2025-10-29 2025-09-30 13F CATERPILLAR COM 149123101 3,932 643 19.55 1,948 48.85 0.3212
2025-07-10 2025-06-30 13F CATERPILLAR COM 149123101 3,289 346 11.76 1,309 58.74 0.2345
2025-05-07 2025-03-31 13F CATERPILLAR COM 149123101 2,943 2 0.07 824 -22.92 0.1855
2025-02-03 2024-12-31 13F CATERPILLAR COM 149123101 2,941 2 0.07 1,070 -8.40 0.2224
2024-10-23 2024-09-30 13F CATERPILLAR COM 149123101 2,939 2 0.07 1,167 21.06 0.2441
2024-07-22 2024-06-30 13F CATERPILLAR COM 149123101 2,937 201 7.35 964 -4.65 0.2315
2024-04-22 2024-03-31 13F CATERPILLAR COM 149123101 2,736 -131 -4.57 1,012 22.10 0.2550
2024-01-22 2023-12-31 13F CATERPILLAR COM 149123101 2,867 3 0.10 828 9.09 0.2418
2023-10-24 2023-09-30 13F CATERPILLAR COM 149123101 2,864 -63 -2.15 759 4.98 0.2513
2023-07-28 2023-06-30 13F CATERPILLAR COM 149123101 2,927 3 0.10 724 13.86 0.2523
2023-04-21 2023-03-31 13F CATERPILLAR COM 149123101 2,924 -32 -1.08 636 -10.94 0.2553
2023-02-10 2022-12-31 13F CATERPILLAR COM 149123101 2,956 3 0.10 713 34.53 0.3173
2022-11-03 2022-09-30 13F CATERPILLAR COM 149123101 2,953 37 1.27 530 1.92 0.2617
2022-07-11 2022-06-30 13F CATERPILLAR COM 149123101 2,916 -263 -8.27 520 -25.93 0.2765
2022-04-21 2022-03-31 13F CATERPILLAR COM 149123101 3,179 3 0.09 702 1.30 0.3566
2022-01-19 2021-12-31 13F CATERPILLAR COM 149123101 3,176 2 0.06 693 13.05 0.3178
2021-10-13 2021-09-30 13F CATERPILLAR COM 149123101 3,174 -44 -1.37 613 -12.55 0.3106
2021-07-20 2021-06-30 13F CATERPILLAR COM 149123101 3,218 -33 -1.02 701 -5.53 0.3567
2021-05-06 2021-03-31 13F CATERPILLAR COM 149123101 3,251 97 3.08 742 22.24 0.3845
2021-02-08 2020-12-31 13F CATERPILLAR COM 149123101 3,154 3,154 607 0.3736
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.