캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionMarex Group plc
Latest Disclosed Ownership1,991 shares
Latest Disclosed Value $ 1,410,544
Marex Group plc reports 318.28% increase in ownership of CAT / Caterpillar Inc.

On May 13, 2026 - Marex Group plc filed a 13F-HR form disclosing ownership of 1,991 shares of Caterpillar Inc. (MX:CAT) valued at $1,410,544 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 476 shares of Caterpillar Inc.. This represents a change in shares of 318.28% 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)
2026-05-13 2026-03-31 13F CATERPILLAR COM 149123101 1,991 1,515 318.28 1,411 418.38 0.0058
2026-02-12 2025-12-31 13F CATERPILLAR COM 149123101 476 476 273 0.0017
2025-08-19 2025-06-30 13F CATERPILLAR COM 149123101 0 -954 -100.00 0 -100.00
2026-04-02 2025-03-31 13F CATERPILLAR COM 149123101 954 -550 -36.57 315 -42.39 0.0060
2026-04-02 2024-12-31 13F CATERPILLAR COM 149123101 1,504 -914 -37.80 546 -42.33 0.0093
2026-04-07 2024-09-30 13F CATERPILLAR COM 149123101 2,418 -216 -8.20 946 7.75 0.0216
2026-04-02 2024-06-30 13F CATERPILLAR COM 149123101 2,634 571 27.68 877 16.16 0.0236
2026-04-02 2024-03-31 13F CATERPILLAR COM 149123101 2,063 1,243 151.59 756 211.98 0.0246
2026-04-02 2023-12-31 13F CATERPILLAR COM 149123101 820 820 242 0.0095
2026-04-02 2023-06-30 13F CATERPILLAR COM 149123101 0 -2,550 -100.00 0 -100.00
2026-04-02 2023-03-31 13F CATERPILLAR COM 149123101 2,550 1,613 172.15 584 160.27 0.0773
2026-04-02 2022-12-31 13F CATERPILLAR COM 149123101 937 937 224 0.0319
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.