캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionRichard C. Young & CO., LTD.
Latest Disclosed Ownership50,515 shares
Latest Disclosed Value $ 35,787,789
Richard C. Young & CO., LTD. reports 0.57% decrease in ownership of CAT / Caterpillar Inc.

On May 7, 2026 - Richard C. Young & CO., LTD. filed a 13F-HR form disclosing ownership of 50,515 shares of Caterpillar Inc. (MX:CAT) valued at $35,787,789 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 50,807 shares of Caterpillar Inc.. This represents a change in shares of -0.57% 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)
2026-05-07 2026-03-31 13F Caterpillar Inc Del COM 149123101 50,515 -292 -0.57 35,788 22.96 2.9645
2026-01-29 2025-12-31 13F Caterpillar Inc Del COM 149123101 50,807 -1,004 -1.94 29,106 17.73 2.6079
2025-11-12 2025-09-30 13F Caterpillar Inc Del COM 149123101 51,811 -1,221 -2.30 24,722 20.08 2.2962
2025-08-07 2025-06-30 13F Caterpillar Inc Del COM 149123101 53,032 -1,535 -2.81 20,588 14.40 2.0341
2025-05-02 2025-03-31 13F Caterpillar Inc Del COM 149123101 54,567 -1,188 -2.13 17,996 -11.02 1.9333
2025-01-28 2024-12-31 13F Caterpillar Inc Del COM 149123101 55,755 -1,036 -1.82 20,226 -8.95 2.2034
2024-11-07 2024-09-30 13F Caterpillar Inc Del COM 149123101 56,791 232 0.41 22,212 17.90 2.4260
2024-08-08 2024-06-30 13F Caterpillar Inc Del COM 149123101 56,559 195 0.35 18,840 -8.78 2.2902
2024-05-08 2024-03-31 13F Caterpillar Inc Del COM 149123101 56,364 -694 -1.22 20,653 22.42 2.5930
2024-02-12 2023-12-31 13F Caterpillar Inc Del COM 149123101 57,058 1,537 2.77 16,870 11.30 2.2614
2023-11-13 2023-09-30 13F Caterpillar Inc Del COM 149123101 55,521 373 0.68 15,157 11.70 2.1581
2023-08-08 2023-06-30 13F Caterpillar Inc Del COM 149123101 55,148 1,309 2.43 13,569 10.14 1.8638
2023-05-12 2023-03-31 13F Caterpillar Inc Del COM 149123101 53,839 292 0.55 12,320 -3.95 1.6967
2023-02-10 2022-12-31 13F Caterpillar Inc Del COM 149123101 53,547 457 0.86 12,828 47.25 1.7075
2022-11-10 2022-09-30 13F Caterpillar Inc Del COM 149123101 53,090 877 1.68 8,711 -6.67 1.3323
2022-08-03 2022-06-30 13F Caterpillar Inc Del COM 149123101 52,213 2,025 4.03 9,334 -16.53 1.2096
2022-05-06 2022-03-31 13F Caterpillar Inc Del COM 149123101 50,188 1,615 3.32 11,183 11.36 1.4283
2022-02-11 2021-12-31 13F Caterpillar Inc Del COM 149123101 48,573 237 0.49 10,042 8.22 1.2658
2021-11-10 2021-09-30 13F Caterpillar Inc Del COM 149123101 48,336 297 0.62 9,279 -11.25 1.2738
2021-08-11 2021-06-30 13F Caterpillar Inc Del COM 149123101 48,039 1,994 4.33 10,455 -2.08 1.3287
2021-05-13 2021-03-31 13F Caterpillar Inc Del COM 149123101 46,045 2,681 6.18 10,677 35.27 1.4181
2021-02-12 2020-12-31 13F Caterpillar Inc Del COM 149123101 43,364 2,095 5.08 7,893 28.24 1.2016
2020-11-12 2020-09-30 13F Caterpillar Inc Del COM 149123101 41,269 2,352 6.04 6,155 25.03 0.9920
2020-08-13 2020-06-30 13F Caterpillar Inc Del COM 149123101 38,917 34,048 699.28 4,923 771.33 0.8200
2020-05-11 2020-03-31 13F Caterpillar Inc Del COM 149123101 4,869 4,869 565 0.1095
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.