캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionSevenBridge Financial Group, LLC
Latest Disclosed Ownership12,396 shares
Latest Disclosed Value $ 10,026,435
SevenBridge Financial Group, LLC reports 2.41% decrease in ownership of CAT / Caterpillar Inc.

On April 23, 2026 - SevenBridge Financial Group, LLC filed a 13F-HR form disclosing ownership of 12,396 shares of Caterpillar Inc. (MX:CAT) valued at $10,026,435 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 12,702 shares of Caterpillar Inc.. This represents a change in shares of -2.41% 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)
2026-04-23 2026-03-31 13F CATERPILLAR COM 149123101 12,396 -306 -2.41 10,026 24.13 1.5673
2026-02-02 2025-12-31 13F CATERPILLAR COM 149123101 12,702 381 3.09 8,078 14.41 1.2989
2025-11-13 2025-09-30 13F CATERPILLAR COM 149123101 12,321 1,840 17.56 7,060 63.24 1.1639
2025-09-04 2025-06-30 13F CATERPILLAR COM 149123101 10,481 1,527 17.05 4,326 41.02 0.7626
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 8,954 2,550 39.82 3,067 32.26 0.6035
2025-02-12 2024-12-31 13F CATERPILLAR COM 149123101 6,404 1,132 21.47 2,320 10.96 0.4388
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 5,272 308 6.20 2,091 29.01 0.4027
2024-08-09 2024-06-30 13F CATERPILLAR COM 149123101 4,964 0 0.00 1,620 -3.05 0.3584
2024-05-10 2024-03-31 13F CATERPILLAR COM 149123101 4,964 -791 -13.74 1,672 -1.76 0.3787
2024-01-22 2023-12-31 13F CATERPILLAR COM 149123101 5,755 99 1.75 1,702 10.17 0.4020
2023-10-25 2023-09-30 13F CATERPILLAR COM 149123101 5,656 449 8.62 1,544 20.53 0.3990
2023-07-26 2023-06-30 13F CATERPILLAR COM 149123101 5,207 33 0.64 1,281 8.28 0.3308
2023-04-20 2023-03-31 13F CATERPILLAR COM 149123101 5,174 -150 -2.82 1,184 -7.22 0.3263
2023-01-26 2022-12-31 13F Caterpillar COM 149123101 5,324 -19 -0.36 1,275 45.38 0.3729
2022-10-17 2022-09-30 13F CATERPILLAR COM 149123101 5,343 449 9.17 877 0.23 0.2972
2022-07-12 2022-06-30 13F Caterpillar Equities 149123101 4,894 209 4.46 875 -16.19 0.3538
2022-04-15 2022-03-31 13F Caterpillar COM 149123101 4,685 -928 -16.53 1,044 -10.00 0.3665
2022-01-20 2021-12-31 13F/A-1 Caterpillar COM 149123101 5,613 461 8.95 1,160 17.29 0.3507
2021-10-14 2021-09-30 13F Caterpillar Equities 149123101 5,152 -130 -2.46 989 -14.00 0.3297
2021-07-26 2021-06-30 13F Caterpillar Equities 149123101 5,282 -95 -1.77 1,150 -7.78 0.3749
2021-04-20 2021-03-31 13F Caterpillar Equities 149123101 5,377 0 0.00 1,247 27.37 0.4537
2021-01-19 2020-12-31 13F Caterpillar Equities 149123101 5,377 0 0.00 979 22.07 0.3827
2020-10-22 2020-09-30 13F Caterpillar Equities 149123101 5,377 -443 -7.61 802 8.97 0.3650
2020-07-24 2020-06-30 13F Caterpillar Equities 149123101 5,820 -650 -10.05 736 -2.00 0.3655
2020-04-16 2020-03-31 13F Caterpillar Equities 149123101 6,470 1,701 35.67 751 6.68 0.4347
2020-01-17 2019-12-31 13F Caterpillar Equities 149123101 4,769 30 0.63 704 17.53 0.1839
2019-10-09 2019-09-30 13F Caterpillar Equities 149123101 4,739 1,800 61.25 599 49.38 0.3150
2019-07-15 2019-06-30 13F Caterpillar Equities 149123101 2,939 1,625 123.67 401 125.28 0.1436
2019-05-14 2019-03-31 13F Caterpillar Equities 149123101 1,314 0 0.00 178 6.59 0.0668
2019-02-14 2018-12-31 13F Caterpillar Equities 149123101 1,314 -550 -29.51 167 -41.20 0.1022
2018-11-14 2018-09-30 13F Caterpillar Equities 149123101 1,864 -139 -6.94 284 4.41 0.1509
2018-08-14 2018-06-30 13F Caterpillar Equities 149123101 2,003 -150 -6.97 272 -14.20 0.1515
2018-05-11 2018-03-31 13F Caterpillar Equities 149123101 2,153 -1,133 -34.48 317 -38.80 0.1819
2018-02-16 2017-12-31 13F Caterpillar Equities 149123101 3,286 -100 -2.95 518 22.75 0.2865
2017-11-13 2017-09-30 13F Caterpillar Equities 149123101 3,386 -30 -0.88 422 14.99 0.2418
2017-08-14 2017-06-30 13F Caterpillar Common Stock 149123101 3,416 916 36.64 367 53.56 0.2241
2017-05-15 2017-03-31 13F Caterpillar CS 149123101 2,500 -300 -10.71 239 -2.05 0.1570
2017-02-03 2016-12-31 13F Caterpillar CS 149123101 2,800 0 0.00 244 0.00 0.1772
2016-12-20 2016-09-30 13F/A-1 Caterpillar CS 149123101 2,800 -285 -9.24 244 4.27 0.1778
2016-11-28 2016-09-30 13F Caterpillar CS 149123101 2,800 244
2016-08-15 2016-06-30 13F Caterpillar CS 149123101 3,085 3,085 234 0.1640
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.