캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionQuadrant Capital Group Llc
Latest Disclosed Ownership13,697 shares
Latest Disclosed Value $ 9,703,640
Quadrant Capital Group Llc reports 2.51% increase in ownership of CAT / Caterpillar Inc.

On May 13, 2026 - Quadrant Capital Group Llc filed a 13F-HR/A form disclosing ownership of 13,697 shares of Caterpillar Inc. (MX:CAT) valued at $9,703,640 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 13,361 shares of Caterpillar Inc.. This represents a change in shares of 2.51% 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/A-1 CATERPILLAR COM 149123101 13,697 336 2.51 9,704 26.77 0.2901
2026-05-11 2026-03-31 13F CATERPILLAR COM 149123101 13,697 336 49 0.0369
2026-02-12 2025-12-31 13F CATERPILLAR COM 149123101 13,361 118 0.89 7,654 21.15 0.2312
2025-11-13 2025-09-30 13F CATERPILLAR COM 149123101 13,243 40 0.30 6,319 23.28 0.2054
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 13,203 1,464 12.47 5,125 32.39 0.1845
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 11,739 5,065 75.89 3,871 59.96 0.1438
2025-02-13 2024-12-31 13F CATERPILLAR COM 149123101 6,674 -2 -0.03 2,421 -7.32 0.1667
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 6,676 98 1.49 2,611 19.17 0.1814
2024-08-12 2024-06-30 13F CATERPILLAR COM 149123101 6,578 284 4.51 2,191 -4.99 0.1627
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 6,294 -428 -6.37 2,306 16.05 0.1821
2024-02-08 2023-12-31 13F CATERPILLAR COM 149123101 6,722 1,914 39.81 1,987 51.45 0.1707
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 4,808 533 12.47 1,313 24.83 0.1314
2023-08-10 2023-06-30 13F CATERPILLAR COM 149123101 4,275 82 1.96 1,052 9.59 0.1044
2023-05-11 2023-03-31 13F CATERPILLAR COM 149123101 4,193 363 9.48 959 4.58 0.0999
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 3,830 678 21.51 917 77.37 0.1040
2022-11-10 2022-09-30 13F CATERPILLAR COM 149123101 3,152 -316 -9.11 517 -16.61 0.0684
2022-08-09 2022-06-30 13F CATERPILLAR COM 149123101 3,468 439 14.49 620 -8.15 0.0833
2022-05-06 2022-03-31 13F CATERPILLAR COM 149123101 3,029 193 6.81 675 15.19 0.0817
2022-02-01 2021-12-31 13F CATERPILLAR COM 149123101 2,836 -110 -3.73 586 3.53 0.0699
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 2,946 174 6.28 566 -6.14 0.0790
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 2,772 111 4.17 603 -2.27 0.0875
2021-05-12 2021-03-31 13F CATERPILLAR COM 149123101 2,661 270 11.29 617 41.84 0.1001
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 2,391 -30 -1.24 435 20.50 0.0808
2020-11-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 2,421 -946 -28.10 361 -15.26 0.0787
2020-08-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,367 1,594 89.90 426 103.83 0.0943
2020-05-15 2020-03-31 13F Caterpillar Com 149123101 1,773 -2,197 -55.34 209 -63.01 0.0350
2020-03-19 2019-12-31 13F/A-1 Caterpillar Com 149123101 3,970 541 15.78 565 33.89 0.0681
2020-02-03 2019-12-31 13F Caterpillar Com 149123101 3,970 541 565 1,909.2087
2019-10-24 2019-09-30 13F Caterpillar COM 149123101 3,429 32 0.94 422 -6.01 0.0649
2019-07-24 2019-06-30 13F Caterpillar COM 149123101 3,397 2,000 143.16 449 155.11 0.0711
2019-04-29 2019-03-31 13F Caterpillar COM 149123101 1,397 -248 -15.08 176 -10.66 0.0309
2019-01-17 2018-12-31 13F CATERPILLAR COM 149123101 1,645 211 14.71 197 -3.90 0.0525
2018-10-29 2018-09-30 13F CATERPILLAR COM 149123101 1,434 43 3.09 205 16.48 0.0586
2018-08-08 2018-06-30 13F CATERPILLAR COM 149123101 1,391 -17 -1.21 176 -8.81 0.0617
2018-05-10 2018-03-31 13F CATERPILLAR COM 149123101 1,408 26 1.88 193 -5.85 0.0700
2018-01-31 2017-12-31 13F CATERPILLAR COM 149123101 1,382 43 3.21 205 33.12 0.0817
2017-10-13 2017-09-30 13F Caterpillar COM 149123101 1,339 0 0.00 154 50.98 0.0635
2017-08-14 2017-06-30 13F Caterpillar COM 149123101 1,339 128 10.57 102 0.00 0.0451
2017-04-10 2017-03-31 13F Caterpillar COM 149123101 1,211 -71 -5.54 102 -7.27 0.0448
2017-01-11 2016-12-31 13F Caterpillar COM 149123101 1,282 0 0.00 110 3.77 0.0552
2016-10-25 2016-09-30 13F Caterpillar COM 149123101 1,282 65 5.34 106 32.50 0.0691
2016-07-28 2016-06-30 13F Caterpillar COM 149123101 1,217 102 9.15 80 3.90 0.0550
2016-04-27 2016-03-31 13F Caterpillar COM 149123101 1,115 558 100.18 77 120.00 0.0499
2016-01-28 2015-12-31 13F Caterpillar COM 149123101 557 -1,018 -64.63 35 -65.00 0.0242
2015-10-28 2015-09-30 13F Caterpillar COM 149123101 1,575 7 0.45 100 -23.08 0.0690
2015-08-12 2015-06-30 13F Caterpillar COM 149123101 1,568 1,568 130 0.0827
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.