캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership341,212 shares
Latest Disclosed Value $ 241,735
Natixis Advisors, L.p. reports 1.64% decrease in ownership of CAT / Caterpillar Inc.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 341,212 shares of Caterpillar Inc. (MX:CAT) valued at $241,735 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 346,912 shares of Caterpillar Inc.. This represents a change in shares of -1.64% 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 341,212 -5,700 -1.64 242 21.72 0.3363
2026-02-10 2025-12-31 13F CATERPILLAR COM 149123101 346,912 23,192 7.16 199 28.57 0.2817
2025-11-13 2025-09-30 13F CATERPILLAR COM 149123101 323,720 69,249 27.21 154 57.14 0.2254
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 254,471 20,450 8.74 99 27.27 0.1567
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 234,021 -14,527 -5.84 77 -14.44 0.1426
2025-02-10 2024-12-31 13F CATERPILLAR COM 149123101 248,548 18,041 7.83 90 0.00 0.1685
2024-11-06 2024-09-30 13F CATERPILLAR COM 149123101 230,507 -47,752 -17.16 90 -2.17 0.1758
2024-08-01 2024-06-30 13F CATERPILLAR COM 149123101 278,259 9,321 3.47 93 -6.12 0.2015
2024-04-25 2024-03-31 13F CATERPILLAR COM 149123101 268,938 10,215 3.95 99 28.95 0.2266
2024-02-06 2023-12-31 13F CATERPILLAR COM 149123101 258,723 -10,572 -3.93 76 4.11 0.2014
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 269,295 20,035 8.04 74 19.67 0.2248
2023-08-15 2023-06-30 13F CATERPILLAR COM 149123101 249,260 45,818 22.52 61 32.61 0.1894
2023-05-11 2023-03-31 13F CATERPILLAR COM 149123101 203,442 -304,226 -59.93 47 -61.98 0.1602
2023-01-27 2022-12-31 13F CATERPILLAR COM 149123101 507,668 75,425 17.45 122 -99.83 0.4598
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 432,243 -132,662 -23.48 70,922 -29.77 0.3000
2022-08-12 2022-06-30 13F CATERPILLAR COM 149123101 564,905 14,440 2.62 100,982 -17.67 0.4441
2022-05-12 2022-03-31 13F CATERPILLAR COM 149123101 550,465 156,989 39.90 122,654 50.78 0.4677
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 393,476 49,266 14.31 81,347 23.11 0.3106
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 344,210 47,086 15.85 66,078 2.19 0.2717
2021-08-12 2021-06-30 13F CATERPILLAR COM 149123101 297,124 3,572 1.22 64,663 -5.00 0.3018
2021-05-05 2021-03-31 13F CATERPILLAR COM 149123101 293,552 -16,758 -5.40 68,065 20.51 0.3553
2021-02-12 2020-12-31 13F CATERPILLAR COM 149123101 310,310 35,044 12.73 56,482 37.58 0.3254
2020-11-12 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 275,266 156,533 131.84 41,055 173.34 0.2583
2020-08-11 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 118,733 11,071 10.28 15,020 20.23 0.0997
2020-04-27 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 107,662 26,542 32.72 12,493 4.28 0.1018
2020-02-10 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 81,120 9,099 12.63 11,980 31.69 0.0845
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 72,021 -38 -0.05 9,097 -7.37 0.0722
2019-08-12 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 72,059 2,025 2.89 9,821 3.50 0.0802
2019-05-15 2019-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 70,034 7,344 11.71 9,489 19.12 0.0831
2019-05-15 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 70,034 7,344 9,489
2019-02-13 2018-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 62,690 5,549 9.71 7,966 -8.57 0.0787
2019-02-13 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 62,690 5,549 7,966
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 57,141 4,789 9.15 8,713 22.68 0.0767
2018-08-14 2018-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 52,352 -4,186 -7.40 7,102 -14.77 0.0678
2018-08-14 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 52,352 7,102
2018-05-10 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 56,538 4,359 8.35 8,333 1.35 0.0822
2018-02-14 2017-12-31 13F CATERPILLAR COM 149123101 52,179 -3,785 -6.76 8,222 17.83 0.0837
2017-11-14 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 55,964 -25,380 -31.20 6,978 -20.18 0.0737
2017-07-27 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 81,344 2,286 2.89 8,742 19.20 0.0946
2017-05-12 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 79,058 -11,343 -12.55 7,334 -12.52 0.0813
2017-02-07 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 90,401 -25,616 -22.08 8,384 -18.60 0.1008
2016-11-04 2016-09-30 13F CATERPILLAR COM 149123101 116,017 -7,225 -5.86 10,300 10.24 0.1334
2016-08-01 2016-06-30 13F CATERPILLAR DEL COM 149123101 123,242 -6,319 -4.88 9,343 -5.79 0.1292
2016-05-06 2016-03-31 13F CATERPILLAR COM 149123101 129,561 12,594 10.77 9,917 24.76 0.1484
2016-02-12 2015-12-31 13F CATERPILLAR COM 149123101 116,967 11,887 11.31 7,949 15.76 0.1303
2015-11-12 2015-09-30 13F CATERPILLAR COM 149123101 105,080 14,823 16.42 6,867 -10.31 0.1191
2015-08-14 2015-06-30 13F CATERPILLAR COM 149123101 90,257 1,347 1.52 7,656 7.60 0.1300
2015-05-15 2015-03-31 13F CATERPILLAR COM 149123101 88,910 35,613 66.82 7,115 45.86 0.1249
2015-02-05 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 53,297 -4,617 -7.97 4,878 -14.94 0.0913
2014-11-03 2014-09-30 13F CATERPILLAR COM 149123101 57,914 -39,489 -40.54 5,735 -45.82 0.1151
2014-08-13 2014-06-30 13F CATERPILLAR COM 149123101 97,403 13,541 16.15 10,585 27.03 0.1517
2014-05-13 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 83,862 4,856 6.15 8,333 16.16 0.1283
2014-02-12 2013-12-31 13F CATERPILLAR COM 149123101 79,006 57,516 267.64 7,174 300.33 0.1174
2013-10-30 2013-09-30 13F CATERPILLAR COM 149123101 21,490 6,305 41.52 1,792 43.13 0.0330
2013-07-19 2013-06-30 13F CATERPILLAR COM 149123101 15,185 15,185 1,252 0.0249
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.