캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionMCF Advisors LLC
Latest Disclosed Ownership3,983 shares
Latest Disclosed Value $ 2,821,744
MCF Advisors LLC reports 6.55% increase in ownership of CAT / Caterpillar Inc.

On May 11, 2026 - MCF Advisors LLC filed a 13F-HR form disclosing ownership of 3,983 shares of Caterpillar Inc. (MX:CAT) valued at $2,821,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,738 shares of Caterpillar Inc.. This represents a change in shares of 6.55% 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 3,983 245 6.55 2,822 31.76 0.1237
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 3,738 2,435 186.88 2,141 244.77 0.1183
2025-11-05 2025-09-30 13F CATERPILLAR COM 149123101 1,303 16 1.24 622 24.45 0.0381
2025-07-15 2025-06-30 13F CATERPILLAR COM 149123101 1,287 -2 -0.16 500 17.69 0.0330
2025-05-06 2025-03-31 13F CATERPILLAR COM 149123101 1,289 19 1.50 425 -7.83 0.0306
2025-01-17 2024-12-31 13F CATERPILLAR COM 149123101 1,270 6 0.47 461 -6.88 0.0323
2024-10-24 2024-09-30 13F CATERPILLAR COM 149123101 1,264 47 3.86 494 21.98 0.0347
2024-08-05 2024-06-30 13F CATERPILLAR COM 149123101 1,217 -17 -1.38 405 -10.20 0.0307
2024-04-16 2024-03-31 13F CATERPILLAR COM 149123101 1,234 -490 -28.42 452 -11.39 0.0350
2024-02-01 2023-12-31 13F CATERPILLAR COM 149123101 1,724 59 3.54 510 12.11 0.0416
2023-10-19 2023-09-30 13F CATERPILLAR COM 149123101 1,665 2 0.12 455 11.00 0.0410
2023-07-24 2023-06-30 13F CATERPILLAR COM 149123101 1,663 2 0.12 409 7.63 0.0369
2023-04-18 2023-03-31 13F CATERPILLAR COM 149123101 1,661 -220 -11.70 380 -15.56 0.0355
2023-01-31 2022-12-31 13F CATERPILLAR COM 149123101 1,881 14 0.75 451 47.06 0.0460
2022-11-09 2022-09-30 13F CATERPILLAR COM 149123101 1,867 1 0.05 306 -8.38 0.0340
2022-08-11 2022-06-30 13F CATERPILLAR COM 149123101 1,866 111 6.32 334 -14.58 0.0352
2022-05-05 2022-03-31 13F CATERPILLAR COM 149123101 1,755 1,755 391 0.0367
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 0 -1,748 -100.00 0 -100.00
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 1,748 23 1.33 336 -10.40 0.0340
2021-08-10 2021-06-30 13F CATERPILLAR COM 149123101 1,725 3 0.17 375 -6.02 0.0388
2021-05-13 2021-03-31 13F CATERPILLAR COM 149123101 1,722 3 0.17 399 27.48 0.0450
2021-02-09 2020-12-31 13F CATERPILLAR COM 149123101 1,719 3 0.17 313 22.27 0.0374
2020-11-12 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,716 5 0.29 256 18.52 0.0338
2020-08-11 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,711 -611 -26.31 216 -19.70 0.0301
2020-04-24 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 2,322 1,593 218.52 269 149.07 0.0450
2020-02-07 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 729 0 0.00 108 17.39 0.0164
2019-10-22 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 729 0 0.00 92 -7.07 0.0150
2019-08-06 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 729 0 0.00 99 0.00 0.0164
2019-05-07 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 729 0 0.00 99 6.45 0.0171
2019-01-25 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 729 -119 -14.03 93 -27.91 0.0178
2018-10-24 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 848 0 0.00 129 12.17 0.0225
2018-07-20 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 848 0 0.00 115 -8.00 0.0221
2018-05-10 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 848 3 0.36 125 -6.02 0.0246
2018-02-06 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 845 4 0.48 133 26.67 0.0247
2017-10-30 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 841 -45 -5.08 105 10.53 0.0206
2017-07-25 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 886 55 6.62 95 23.38 0.0189
2017-05-02 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 831 -1,723 -67.46 77 -67.51 0.0161
2017-01-20 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 2,554 -325 -11.29 237 -7.42 0.0519
2016-11-10 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 2,879 -198 -6.43 256 9.87 0.0606
2016-08-11 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 3,077 231 8.12 233 6.88 0.0571
2016-05-04 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 2,846 1,303 84.45 218 107.62 0.0569
2016-02-08 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 1,543 111 7.75 105 11.70 0.0282
2015-11-09 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 1,432 139 10.75 94 -14.55 0.0241
2015-07-24 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 1,293 147 12.83 110 19.57 0.0277
2015-04-29 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 1,146 1,146 -11.37 92 -16.36 0.0230
2015-02-04 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -1,340 -100.00 0 -100.00
2014-10-24 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 1,340 7 0.53 133 0.76 0.0392
2014-07-29 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 1,333 -13 -0.97 132 -1.49 0.0416
2014-05-13 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 1,346 6 0.45 134 0.75 0.0450
2014-10-28 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 1,340 -42 -3.04 133 -2.92 0.0471
2014-10-27 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 1,382 383 38.34 137 38.38 0.0756
2014-10-27 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 999 -1,043 -51.08 99 -51.23 0.0596
2014-10-27 2013-03-31 13F CATERPILLAR INC DEL COM 149123101 2,042 -902 -30.64 203 -30.72 0.1169
2014-11-03 2012-12-31 13F CATERPILLAR INC DEL COM 149123101 2,944 2,493 552.77 293 551.11 0.1778
2014-11-03 2012-09-30 13F CATERPILLAR INC DEL COM 149123101 451 305 208.90 45 200.00 0.0293
2014-10-31 2012-06-30 13F CATERPILLAR INC DEL COM 149123101 146 80 121.21 15 114.29 0.0091
2014-10-31 2012-03-31 13F CATERPILLAR INC DEL COM 149123101 66 -200 -75.19 7 -73.08 0.0043
2014-11-03 2011-12-31 13F CATERPILLAR INC DEL COM 149123101 266 266 26 0.0176
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.