캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionParisi Gray Wealth Management
Latest Disclosed Ownership1,622 shares
Latest Disclosed Value $ 1,148,879
Parisi Gray Wealth Management reports 111.47% increase in ownership of CAT / Caterpillar Inc.

On April 8, 2026 - Parisi Gray Wealth Management filed a 13F-HR form disclosing ownership of 1,622 shares of Caterpillar Inc. (MX:CAT) valued at $1,148,879 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 767 shares of Caterpillar Inc.. This represents a change in shares of 111.47% 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)
2026-04-08 2026-03-31 13F CATERPILLAR COM 149123101 1,622 855 111.47 1,149 161.50 0.2737
2026-01-07 2025-12-31 13F CATERPILLAR COM 149123101 767 0 0.00 439 20.27 0.0997
2025-10-17 2025-09-30 13F CATERPILLAR COM 149123101 767 -11 -1.41 366 21.26 0.0952
2025-07-08 2025-06-30 13F CATERPILLAR COM 149123101 778 0 0.00 302 17.58 0.0865
2025-04-14 2025-03-31 13F CATERPILLAR COM 149123101 778 21 2.77 256 -6.57 0.0837
2025-01-13 2024-12-31 13F CATERPILLAR COM 149123101 757 0 0.00 275 -7.43 0.0873
2024-10-07 2024-09-30 13F CATERPILLAR COM 149123101 757 -14 -1.82 296 15.63 0.0978
2024-07-15 2024-06-30 13F CATERPILLAR COM 149123101 771 0 0.00 257 -9.22 0.0920
2024-04-15 2024-03-31 13F CATERPILLAR COM 149123101 771 771 282 0.1059
2021-11-16 2021-09-30 13F CATERPILLAR INC COM Equity 149123101 0 -583 -100.00 0 -100.00
2021-08-13 2021-06-30 13F CATERPILLAR INC COM Equity 149123101 583 583 127 0.0465
2019-07-18 2019-06-30 13F CATERPILLAR INC COM Equity 149123101 0 -566 -100.00 0 -100.00
2019-05-14 2019-03-31 13F CATERPILLAR INC COM Equity 149123101 566 0 0.00 77 8.45 0.0492
2019-02-12 2018-12-31 13F CATERPILLAR INC COM Equity 149123101 566 0 0.00 71 -17.44 0.0481
2018-11-13 2018-09-30 13F CATERPILLAR INC COM Equity 149123101 566 0 0.00 86 11.69 0.0530
2018-08-13 2018-06-30 13F CATERPILLAR INC COM Equity 149123101 566 0 0.00 77 -6.10 0.0513
2018-05-11 2018-03-31 13F CATERPILLAR INC COM Equity 149123101 566 0 0.00 82 -7.87 0.0628
2018-02-13 2017-12-31 13F CATERPILLAR INC COM Equity 149123101 566 566 89 0.0664
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.