캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionOld Port Advisors
Latest Disclosed Ownership7,420 shares
Latest Disclosed Value $ 5,256,773
Old Port Advisors reports 0.53% increase in ownership of CAT / Caterpillar Inc.

On April 6, 2026 - Old Port Advisors filed a 13F-HR form disclosing ownership of 7,420 shares of Caterpillar Inc. (MX:CAT) valued at $5,256,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 7,381 shares of Caterpillar Inc.. This represents a change in shares of 0.53% 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)
2026-04-06 2026-03-31 13F Caterpillar, Inc. Common Stock 149123101 7,420 39 0.53 5,257 24.31 1.2103
2026-01-08 2025-12-31 13F Caterpillar, Inc. Common Stock 149123101 7,381 -82 -1.10 4,228 18.76 1.0380
2025-10-06 2025-09-30 13F Caterpillar, Inc. Common Stock 149123101 7,463 -85 -1.13 3,561 21.50 0.8945
2025-07-16 2025-06-30 13F Caterpillar, Inc. Common Stock 149123101 7,548 -176 -2.28 2,930 15.04 0.7994
2025-05-06 2025-03-31 13F Caterpillar, Inc. Common Stock 149123101 7,724 -150 -1.91 2,547 -10.82 0.7537
2025-01-02 2024-12-31 13F CATERPILLAR COM 149123101 7,874 -48 -0.61 2,856 -7.81 0.8210
2024-10-24 2024-09-30 13F CATERPILLAR COM 149123101 7,922 -171 -2.11 3,098 14.95 0.8606
2024-07-18 2024-06-30 13F CATERPILLAR COM 149123101 8,093 -57 -0.70 2,696 -9.75 0.8050
2024-06-26 2024-03-31 13F CATERPILLAR COM 149123101 8,150 -62 -0.75 2,986 22.98 0.9142
2024-06-26 2023-12-31 13F CATERPILLAR COM 149123101 8,212 -181 -2.16 2,428 5.98 0.8065
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 8,393 -276 -3.18 2,291 19.82 0.8315
2023-04-12 2023-03-31 13F CATERPILLAR COM 149123101 8,669 -293 -3.27 1,912 -10.90 0.6881
2023-01-11 2022-12-31 13F CATERPILLAR COM 149123101 8,962 -13 -0.14 2,147 34.04 0.8088
2022-10-13 2022-09-30 13F CATERPILLAR COM 149123101 8,975 -71 -0.78 1,601 1.84 0.6367
2022-07-08 2022-06-30 13F CATERPILLAR COM 149123101 9,046 -101 -1.10 1,572 -21.79 0.6081
2022-04-12 2022-03-31 13F CATERPILLAR COM 149123101 9,147 -32 -0.35 2,010 -1.37 0.6842
2022-01-12 2021-12-31 13F CATERPILLAR COM 149123101 9,179 -268 -2.84 2,038 12.41 0.6903
2021-10-12 2021-09-30 13F CATERPILLAR COM 149123101 9,447 -425 -4.31 1,813 -13.21 0.6569
2021-07-20 2021-06-30 13F CATERPILLAR COM 149123101 9,872 -1,231 -11.09 2,089 -18.84 0.7516
2021-04-08 2021-03-31 13F CATERPILLAR COM 149123101 11,103 -356 -3.11 2,574 23.33 1.0101
2021-01-08 2020-12-31 13F CATERPILLAR COM 149123101 11,459 -486 -4.07 2,087 17.12 0.9068
2020-10-08 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 11,945 48 0.40 1,782 18.41 0.8800
2020-07-08 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 11,897 34 0.29 1,505 9.30 0.7878
2020-04-17 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 11,863 -429 -3.49 1,377 -24.47 0.8402
2020-01-09 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 12,292 -174 -1.40 1,823 20.81 0.8802
2019-10-10 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 12,466 -65 -0.52 1,509 -11.18 0.7900
2019-07-12 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 12,531 -334 -2.60 1,699 -2.52 0.8716
2019-04-08 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 12,865 -10 -0.08 1,743 2.35 0.9141
2019-01-30 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 12,875 -420 -3.16 1,703 -5.60 0.9539
2018-09-24 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 13,295 13,295 1,804 0.9728
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.