캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership10,318 shares
Latest Disclosed Value $ 7,310,040
Perigon Wealth Management, LLC reports 6.34% decrease in ownership of CAT / Caterpillar Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 10,318 shares of Caterpillar Inc. (MX:CAT) valued at $7,310,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 11,017 shares of Caterpillar Inc.. This represents a change in shares of -6.34% 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)
2026-04-10 2026-03-31 13F CATERPILLAR COM 149123101 10,318 -699 -6.34 7,310 15.83 0.1326
2026-01-16 2025-12-31 13F CATERPILLAR COM 149123101 11,017 396 3.73 6,311 24.55 0.1129
2025-10-17 2025-09-30 13F CATERPILLAR COM 149123101 10,621 -6,014 -36.15 5,068 -21.53 0.1033
2025-07-16 2025-06-30 13F CATERPILLAR COM 149123101 16,635 916 5.83 6,458 24.56 0.1508
2025-04-23 2025-03-31 13F CATERPILLAR COM 149123101 15,719 -4,821 -23.47 5,184 -33.67 0.1331
2025-01-22 2024-12-31 13F CATERPILLAR COM 149123101 20,540 -2,119 -9.35 7,817 -11.80 0.1920
2024-10-16 2024-09-30 13F CATERPILLAR COM 149123101 22,659 -52 -0.23 8,862 17.16 0.2339
2024-08-02 2024-06-30 13F CATERPILLAR COM 149123101 22,711 -1,068 -4.49 7,565 -13.19 0.2192
2024-04-29 2024-03-31 13F CATERPILLAR COM 149123101 23,779 605 2.61 8,713 27.18 0.2641
2024-01-29 2023-12-31 13F CATERPILLAR COM 149123101 23,174 -284 -1.21 6,852 7.00 0.2240
2023-10-30 2023-09-30 13F CATERPILLAR COM 149123101 23,458 -262 -1.10 6,404 9.72 0.2595
2023-08-02 2023-06-30 13F/A-1 CATERPILLAR COM 149123101 23,720 19,319 438.97 5,836 479.54 0.2293
2023-08-02 2023-06-30 13F CATERPILLAR COM 149123101 23,720 19,319 5,836 0.2293
2023-05-03 2023-03-31 13F CATERPILLAR COM 149123101 4,401 222 5.31 1,007 0.60 0.0572
2023-05-01 2022-12-31 13F/A-1 CATERPILLAR COM 149123101 4,179 1,248 42.58 1,001 108.11 0.0620
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 4,179 1,001
2022-12-13 2022-09-30 13F CATERPILLAR COM 149123101 2,931 -212 -6.75 481 -14.41 0.0416
2022-08-11 2022-06-30 13F CATERPILLAR COM 149123101 3,143 366 13.18 562 -9.21 0.0470
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 2,777 -310 -10.04 619 -2.98 0.0437
2022-02-11 2021-12-31 13F CATERPILLAR COM 149123101 3,087 205 7.11 638 15.37 0.0456
2021-11-01 2021-09-30 13F/A-1 CATERPILLAR COM 149123101 2,882 19 0.66 553 -11.24 0.0480
2021-07-19 2021-06-30 13F CATERPILLAR COM 149123101 2,863 474 19.84 623 12.45 0.0554
2021-05-17 2021-03-31 13F CATERPILLAR COM 149123101 2,389 822 52.46 554 94.39 0.0565
2021-01-28 2020-12-31 13F CATERPILLAR COM 149123101 1,567 65 4.33 285 27.23 0.0331
2020-11-03 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,502 1,502 224 0.0313
2020-07-29 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -3,741 -100.00 0 -100.00
2020-04-17 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 3,741 3,741 468 0.0871
2020-01-13 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -3,958 -100.00 0 -100.00
2019-10-25 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 3,958 3,958 519 0.1219
2019-08-05 2019-06-30 13F Caterpillar COM 149123101 0 -1,464 -100.00 0 -100.00
2019-05-15 2019-03-31 13F Caterpillar COM 149123101 1,464 -1,724 -54.08 201 -53.47 0.0467
2018-08-09 2018-06-30 13F/A-2 Caterpillar COM 149123101 3,188 2,478 349.01 432 311.43 0.1299
2018-05-14 2018-03-31 13F Caterpillar COM 149123101 710 221 45.19 105 36.36 0.0387
2018-02-14 2017-12-31 13F Caterpillar COM 149123101 489 -2,464 -83.44 77 -79.08 0.0287
2017-12-05 2017-09-30 13F Caterpillar COM 149123101 2,953 -9,299 -75.90 368 -72.06 0.1194
2017-09-12 2017-06-30 13F Caterpillar COM 149123101 12,252 9,750 389.69 1,317 467.67 0.2865
2017-06-05 2017-03-31 13F Caterpillar COM 149123101 2,502 2,437 3,749.23 232 3,766.67 0.0492
2017-03-07 2016-12-31 13F Caterpillar COM 149123101 65 -17,030 -99.62 6 -99.60 0.0013
2016-11-16 2016-09-30 13F Caterpillar COM 149123101 17,095 -75 -0.44 1,518 16.59 0.3899
2016-08-19 2016-06-30 13F Caterpillar COM 149123101 17,170 0 0.00 1,302 -0.91 0.3461
2016-06-03 2016-03-31 13F Caterpillar COM 149123101 17,170 0 0.00 1,314 12.60 0.4104
2016-03-04 2015-12-31 13F Caterpillar COM 149123101 17,170 -395 -2.25 1,167 1.66 0.3221
2015-12-02 2015-09-30 13F Caterpillar COM 149123101 17,565 -2,635 -13.04 1,148 -32.98 0.3406
2015-08-31 2015-06-30 13F Caterpillar COM 149123101 20,200 -40 -0.20 1,713 5.74 0.4509
2015-05-11 2015-03-31 13F Caterpillar COM 149123101 20,240 2,400 13.45 1,620 -0.80 0.4442
2015-02-18 2014-12-31 13F Caterpillar COM 149123101 17,840 890 5.25 1,633 -2.74 0.4906
2014-11-17 2014-09-30 13F Caterpillar COM 149123101 16,950 -2,520 -12.94 1,679 -20.65 0.4999
2014-08-12 2014-06-30 13F Caterpillar COM 149123101 19,470 20 0.10 2,116 9.47 0.6032
2014-05-12 2014-03-31 13F Caterpillar COM 149123101 19,450 0 0.00 1,933 9.46 1.0644
2014-02-18 2013-12-31 13F Caterpillar COM 149123101 19,450 16,519 563.60 1,766 267.15 0.9794
2022-11-14 2011-09-30 13F CATERPILLAR COM 149123101 2,931 2,931 481 0.0416
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.