캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionGabelli Funds Llc
Latest Disclosed Ownership105,532 shares
Latest Disclosed Value $ 74,765,201
Gabelli Funds Llc reports 7.53% increase in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - Gabelli Funds Llc filed a 13F-HR form disclosing ownership of 105,532 shares of Caterpillar Inc. (MX:CAT) valued at $74,765,201 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 98,140 shares of Caterpillar Inc.. This represents a change in shares of 7.53% 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)
2026-05-14 2026-03-31 13F CATERPILLAR EQUITY 149123101 105,532 7,392 7.53 74,765 32.98 0.5050
2026-02-05 2025-12-31 13F CATERPILLAR EQUITY 149123101 98,140 -3,012 -2.98 56,221 16.49 0.3806
2025-11-12 2025-09-30 13F CATERPILLAR EQUITY 149123101 101,152 -2,840 -2.73 48,265 19.55 0.3267
2025-08-13 2025-06-30 13F CATERPILLAR EQUITY 149123101 103,992 -2,498 -2.35 40,371 14.95 0.2866
2025-05-14 2025-03-31 13F CATERPILLAR EQUITY 149123101 106,490 -3,165 -2.89 35,120 -11.71 0.2677
2025-02-13 2024-12-31 13F CATERPILLAR EQUITY 149123101 109,655 -3,120 -2.77 39,778 -9.82 0.2987
2024-11-13 2024-09-30 13F CATERPILLAR EQUITY 149123101 112,775 -1,502 -1.31 44,109 15.88 0.3179
2024-08-13 2024-06-30 13F CATERPILLAR EQUITY 149123101 114,277 -683 -0.59 38,066 -9.64 0.2891
2024-05-14 2024-03-31 13F CATERPILLAR EQUITY 149123101 114,960 -2,290 -1.95 42,125 21.51 0.3103
2024-02-13 2023-12-31 13F CATERPILLAR EQUITY 149123101 117,250 -1,505 -1.27 34,667 6.93 0.2670
2023-11-08 2023-09-30 13F CATERPILLAR EQUITY 149123101 118,755 -1,720 -1.43 32,420 9.37 0.2631
2023-08-10 2023-06-30 13F CATERPILLAR EQUITY 149123101 120,475 -995 -0.82 29,643 6.64 0.2246
2023-05-12 2023-03-31 13F CATERPILLAR EQUITY 149123101 121,470 -1,670 -1.36 27,797 -5.77 0.2107
2023-02-13 2022-12-31 13F CATERPILLAR EQUITY 149123101 123,140 -350 -0.28 29,499 45.59 0.2292
2022-11-14 2022-09-30 13F/A-1 CATERPILLAR COM 149123101 123,490 -775 -0.62 20,262 -8.79 0.1670
2022-11-10 2022-09-30 13F CATERPILLAR COM 149123101 123,490 -775 20,262 0.1670
2022-08-12 2022-06-30 13F CATERPILLAR COM 149123101 124,265 -4,000 -3.12 22,214 -22.27 0.1706
2022-05-18 2022-03-31 13F/A-1 CATERPILLAR COM 149123101 128,265 -370 -0.29 28,580 7.47 0.1878
2022-05-13 2022-03-31 13F CATERPILLAR COM 149123101 128,265 -370 28,580 0.1929
2022-02-11 2021-12-31 13F CATERPILLAR COM 149123101 128,635 -5 -0.00 26,594 7.69 0.1678
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 128,640 -1,025 -0.79 24,695 -12.49 0.1636
2021-08-13 2021-06-30 13F CATERPILLAR COM 149123101 129,665 -485 -0.37 28,219 -6.49 0.1797
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 130,150 -265 -0.20 30,178 27.13 0.2023
2021-02-05 2020-12-31 13F CATERPILLAR COM 149123101 130,415 -2,135 -1.61 23,738 20.07 0.1691
2020-11-06 2020-09-30 13F CATERPILLAR COM 149123101 132,550 -6,250 -4.50 19,770 12.60 0.1540
2020-08-13 2020-06-30 13F CATERPILLAR COM 149123101 138,800 0 0.00 17,558 9.02 0.1431
2020-05-14 2020-03-31 13F CATERPILLAR COM 149123101 138,800 0 0.00 16,106 -21.43 0.1435
2020-02-14 2019-12-31 13F CATERPILLAR COM 149123101 138,800 0 0.00 20,498 16.92 0.1326
2019-11-01 2019-09-30 13F CATERPILLAR COM 149123101 138,800 0 0.00 17,532 -7.32 0.1158
2019-08-02 2019-06-30 13F CATERPILLAR COM 149123101 138,800 0 0.00 18,917 0.59 0.1214
2019-05-02 2019-03-31 13F CATERPILLAR COM 149123101 138,800 0 0.00 18,806 6.63 0.1182
2019-01-30 2018-12-31 13F CATERPILLAR COM 149123101 138,800 0 0.00 17,637 -16.67 0.1209
2018-11-02 2018-09-30 13F CATERPILLAR COM 149123101 138,800 0 0.00 21,166 12.40 0.1214
2018-08-10 2018-06-30 13F CATERPILLAR COM 149123101 138,800 0 0.00 18,831 -7.94 0.1115
2018-05-09 2018-03-31 13F CATERPILLAR COM 149123101 138,800 -1,000 -0.72 20,456 -7.14 0.1220
2018-02-02 2017-12-31 13F CATERPILLAR COM 149123101 139,800 0 0.00 22,030 26.36 0.1269
2017-11-01 2017-09-30 13F CATERPILLAR COM 149123101 139,800 0 0.00 17,434 16.05 0.0999
2017-08-03 2017-06-30 13F CATERPILLAR COM 149123101 139,800 -500 -0.36 15,023 15.44 0.0893
2017-05-04 2017-03-31 13F CATERPILLAR COM 149123101 140,300 0 0.00 13,014 0.02 0.0767
2017-02-10 2016-12-31 13F CATERPILLAR COM 149123101 140,300 0 0.00 13,011 4.47 0.0770
2016-11-10 2016-09-30 13F CATERPILLAR COM 149123101 140,300 0 0.00 12,454 17.09 0.0739
2016-08-04 2016-06-30 13F CATERPILLAR COM 149123101 140,300 0 0.00 10,636 -0.96 0.0627
2016-05-05 2016-03-31 13F CATERPILLAR COM 149123101 140,300 0 0.00 10,739 12.63 0.0648
2016-02-05 2015-12-31 13F CATERPILLAR COM 149123101 140,300 0 0.00 9,535 3.98 0.0577
2015-10-23 2015-09-30 13F CATERPILLAR COM 149123101 140,300 0 0.00 9,170 -22.94 0.0545
2015-08-05 2015-06-30 13F CATERPILLAR COM 149123101 140,300 0 0.00 11,900 5.99 0.0623
2015-05-01 2015-03-31 13F CATERPILLAR COM 149123101 140,300 0 0.00 11,228 -12.57 0.0570
2015-02-05 2014-12-31 13F CATERPILLAR COM 149123101 140,300 0 0.00 12,842 -7.57 0.0624
2014-10-30 2014-09-30 13F CATERPILLAR COM 149123101 140,300 0 0.00 13,894 -8.87 0.0705
2014-08-06 2014-06-30 13F CATERPILLAR COM 149123101 140,300 0 0.00 15,246 9.35 0.0754
2014-05-16 2014-03-31 13F/A-1 CATERPILLAR COM 149123101 140,300 0 0.00 13,942 9.43 0.0724
2014-05-02 2014-03-31 13F CATERPILLAR COM 149123101 140,300 13,942
2014-02-07 2013-12-31 13F CATERPILLAR COM 149123101 140,300 0 0.00 12,741 8.89 0.0678
2013-11-07 2013-09-30 13F CATERPILLAR COM 149123101 140,300 -52,700 -27.31 11,701 -26.51 0.0666
2013-08-02 2013-06-30 13F/A-1 CATERPILLAR COM 149123101 193,000 193,000 15,921 0.0966
2013-08-01 2013-06-30 13F CATERPILLAR COM 149123101 193,000 15,921 0.0966
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.