캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionRehmann Capital Advisory Group
Latest Disclosed Ownership3,634 shares
Latest Disclosed Value $ 2,574,980
Rehmann Capital Advisory Group reports 17.89% decrease in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Rehmann Capital Advisory Group filed a 13F-HR form disclosing ownership of 3,634 shares of Caterpillar Inc. (MX:CAT) valued at $2,574,980 USD as of March 31, 2026. The entity filed a previous 13F-HR on March 4, 2026 disclosing 4,426 shares of Caterpillar Inc.. This represents a change in shares of -17.89% 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)
2026-05-15 2026-03-31 13F CATERPILLAR COM 149123101 3,634 -792 -17.89 2,575 1.50 0.1341
2026-03-04 2025-12-31 13F CATERPILLAR COM 149123101 4,426 778 21.33 2,536 45.75 0.1321
2025-11-13 2025-09-30 13F CATERPILLAR COM 149123101 3,648 5 0.14 1,741 23.06 0.0953
2025-07-30 2025-06-30 13F CATERPILLAR COM 149123101 3,643 58 1.62 1,415 19.63 0.0857
2025-04-30 2025-03-31 13F CATERPILLAR COM 149123101 3,585 -28 -0.77 1,182 -9.77 0.0744
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 3,613 -78 -2.11 1,311 -9.22 0.0831
2024-11-18 2024-09-30 13F CATERPILLAR COM 149123101 3,691 15 0.41 1,444 17.89 0.0944
2024-08-12 2024-06-30 13F CATERPILLAR COM 149123101 3,676 58 1.60 1,225 -7.69 0.0877
2024-05-03 2024-03-31 13F CATERPILLAR COM 149123101 3,618 156 4.51 1,326 29.62 0.0989
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 3,462 -51 -1.45 1,024 6.67 0.0848
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 3,513 -81 -2.25 959 8.48 0.0893
2023-08-23 2023-06-30 13F/A-1 CATERPILLARINC COM 149123101 3,594 -16 -0.44 884 7.02 0.0793
2023-08-15 2023-06-30 13F CATERPILLAR COM 149123101 3,610 0 826 0.0777
2023-05-12 2023-03-31 13F CATERPILLAR COM 149123101 3,610 -152 -4.04 826 -8.32 0.0777
2023-02-10 2022-12-31 13F CATERPILLAR COM 149123101 3,762 358 10.52 901 61.47 0.0924
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 3,404 73 2.19 559 -6.22 0.0619
2022-08-12 2022-06-30 13F CATERPILLAR COM 149123101 3,331 -371 -10.02 595 -27.79 0.0655
2022-06-03 2022-03-31 13F CATERPILLAR COM 149123101 3,702 36 0.98 825 8.85 0.0784
2022-03-02 2021-12-31 13F CATERPILLAR CAT 149123101 3,666 106 2.98 758 11.49 0.0705
2021-11-16 2021-09-30 13F CATERPILLAR COM 149123101 3,560 153 4.49 680 -8.86 0.0644
2021-08-13 2021-06-30 13F CATERPILLAR COM 149123101 3,407 -68 -1.96 745 -7.45 0.0720
2021-05-26 2021-03-31 13F CATERPILLAR COM 149123101 3,475 627 22.02 806 50.75 0.0824
2021-02-19 2020-12-31 13F CATERPILLAR COM 149123101 2,848 69 2.48 534 28.99 0.0603
2020-11-19 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 2,779 164 6.27 415 25.45 0.0526
2020-11-20 2020-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 2,615 56 2.19 331 11.11 0.0451
2020-11-20 2020-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 2,559 -5 -0.20 297 -8.05 0.0485
2020-01-02 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 2,564 7 0.27 324 -7.18 0.0392
2019-08-27 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 2,557 -73 -2.78 349 -2.25 0.0429
2019-05-22 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 2,630 270 11.44 356 19.06 0.0483
2019-02-12 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 2,360 97 4.29 300 -13.33 0.0450
2018-12-07 2018-09-30 13F/A-1 CATERPILLARINCDEL COM 149123101 2,263 -492 -17.86 345 -7.51 0.0476
2018-09-20 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 2,755 -503 -15.44 374 -22.29 0.0543
2018-04-24 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 3,258 -124 -3.67 480 -9.94 0.0747
2018-02-22 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 3,382 -156 -4.41 533 20.86 0.0899
2017-10-25 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 3,538 96 2.79 441 19.19 0.0795
2017-07-19 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 3,442 -4,013 -53.83 370 -46.53 0.0707
2017-04-24 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 7,455 -1,097 -12.83 692 -12.74 0.1155
2017-02-13 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 8,552 226 2.71 793 7.31 0.1451
2016-10-26 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 8,326 -1,335 -13.82 739 0.96 0.1432
2016-07-25 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 9,661 -338 -3.38 732 -4.31 0.1370
2016-05-09 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 9,999 5,122 105.02 765 131.12 0.1489
2016-02-11 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 4,877 1,138 30.44 331 35.66 0.0695
2015-11-12 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 3,739 98 2.69 244 -21.04 0.0552
2015-07-08 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 3,641 -495 -11.97 309 -6.65 0.0705
2015-04-14 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 4,136 -1,967 -32.23 331 -40.79 0.0751
2015-03-09 2014-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 6,103 -488 -7.40 559 -14.40 0.1287
2015-09-01 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 6,591 1,777 36.91 653 24.86 0.1546
2015-09-01 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 4,814 216 4.70 523 14.44 0.1249
2015-08-31 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 4,598 -262 -5.39 457 3.63 0.1235
2015-08-31 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 4,860 -1,737 -26.33 441 -19.82 0.1334
2015-08-31 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 6,597 125 1.93 550 3.00 0.1779
2015-08-31 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 6,472 1,226 23.37 534 17.11 0.1854
2015-08-31 2013-03-31 13F CATERPILLAR INC DEL COM 149123101 5,246 59 1.14 456 -1.94 0.1632
2015-08-31 2012-12-31 13F CATERPILLAR INC DEL COM 149123101 5,187 2,118 69.01 465 76.14 0.1852
2015-08-31 2012-09-30 13F CATERPILLAR INC DEL COM 149123101 3,069 -115 -3.61 264 -2.22 0.0970
2015-08-31 2012-06-30 13F CATERPILLAR INC DEL COM 149123101 3,184 -940 -22.79 270 -38.50 0.0887
2015-08-31 2012-03-31 13F CATERPILLAR INC DEL COM 149123101 4,124 441 11.97 439 31.44 0.1335
2015-08-31 2011-12-31 13F CATERPILLAR INC DEL COM 149123101 3,683 348 10.43 334 35.77 0.1071
2015-08-31 2011-09-30 13F CATERPILLAR INC DEL COM 149123101 3,335 -3,023 -47.55 246 -63.66 0.0900
2015-08-31 2011-06-30 13F CATERPILLAR INC DEL COM 149123101 6,358 -29 -0.45 677 -4.78 0.2099
2015-08-31 2011-03-31 13F CATERPILLAR INC DEL COM 149123101 6,387 97 1.54 711 20.71 0.2471
2015-08-31 2010-12-31 13F CATERPILLAR INC DEL COM 149123101 6,290 1,774 39.28 589 65.92 0.3226
2015-08-31 2010-09-30 13F CATERPILLAR INC DEL COM 149123101 4,516 -1,502 -24.96 355 -1.66 0.2274
2015-08-31 2010-06-30 13F CATERPILLAR INC DEL COM 149123101 6,018 784 14.98 361 9.73 0.2683
2015-08-27 2010-03-31 13F CATERPILLAR INC DEL COM 149123101 5,234 15 0.29 329 10.77 0.2012
2015-08-27 2009-12-31 13F CATERPILLAR INC DEL COM 149123101 5,219 913 21.20 297 34.39 0.1921
2015-08-27 2009-09-30 13F CATERPILLAR INC DEL COM 149123101 4,306 -1,894 -30.55 221 7.80 0.1365
2015-08-27 2009-06-30 13F CATERPILLAR INC DEL COM 149123101 6,200 6,200 205 0.1716
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.