캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionVan Cleef Asset Management,Inc
Latest Disclosed Ownership1,063 shares
Latest Disclosed Value $ 753,093
Van Cleef Asset Management,Inc reports 2.30% decrease in ownership of CAT / Caterpillar Inc.

On May 1, 2026 - Van Cleef Asset Management,Inc filed a 13F-HR form disclosing ownership of 1,063 shares of Caterpillar Inc. (MX:CAT) valued at $753,093 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,088 shares of Caterpillar Inc.. This represents a change in shares of -2.30% 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)
2026-05-01 2026-03-31 13F CATERPILLAR COM 149123101 1,063 -25 -2.30 753 20.87 0.0811
2026-02-09 2025-12-31 13F CATERPILLAR COM 149123101 1,088 173 18.91 623 42.89 0.0632
2025-11-04 2025-09-30 13F CATERPILLAR COM 149123101 915 0 0.00 437 22.82 0.0444
2025-08-06 2025-06-30 13F CATERPILLAR COM 149123101 915 0 0.00 355 17.94 0.0383
2025-04-30 2025-03-31 13F CATERPILLAR COM 149123101 915 -5 -0.54 302 -9.61 0.0341
2025-02-05 2024-12-31 13F CATERPILLAR COM 149123101 920 0 0.00 334 -7.24 0.0366
2024-11-04 2024-09-30 13F CATERPILLAR COM 149123101 920 0 0.00 360 17.32 0.0399
2024-08-07 2024-06-30 13F CATERPILLAR COM 149123101 920 -10 -1.08 306 -10.00 0.0384
2024-05-10 2024-03-31 13F CATERPILLAR COM 149123101 930 -600 -39.22 341 -24.78 0.0431
2024-02-02 2023-12-31 13F CATERPILLAR COM 149123101 1,530 600 64.52 452 78.66 0.0636
2023-11-07 2023-09-30 13F CATERPILLAR COM 149123101 930 0 0.00 254 10.96 0.0400
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 930 930 229 0.0352
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 0 -2,370 -100.00 0 -100.00
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 2,370 0 0.00 490 7.69 0.0688
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 2,370 -1,025 -30.19 455 -38.43 0.0685
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 3,395 0 0.00 739 -6.10 0.1093
2021-05-17 2021-03-31 13F CATERPILLAR COM 149123101 3,395 -6,240 -64.76 787 -55.13 0.1231
2021-02-17 2020-12-31 13F CATERPILLAR COM 149123101 9,635 0 0.00 1,754 22.06 0.2867
2020-11-16 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 9,635 -535 -5.26 1,437 11.66 0.2685
2020-08-17 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 10,170 -435 -4.10 1,287 4.55 0.2618
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 10,605 275 2.66 1,231 -19.33 0.3023
2020-02-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 10,330 -50 -0.48 1,526 16.40 0.3114
2019-11-14 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 10,380 -340 -3.17 1,311 -10.27 0.2889
2019-08-13 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 10,720 -30 -0.28 1,461 0.27 0.3211
2019-05-13 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 10,750 -40 -0.37 1,457 6.27 0.3380
2019-02-14 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 10,790 270 2.57 1,371 -14.53 0.3662
2018-11-14 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 10,520 -730 -6.49 1,604 5.11 0.3580
2018-08-10 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 11,250 -180 -1.57 1,526 -9.44 0.3650
2018-05-04 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 11,430 -2,945 -20.49 1,685 -25.61 0.4154
2018-02-02 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 14,375 -265 -1.81 2,265 24.04 0.5583
2017-10-27 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 14,640 -160 -1.08 1,826 14.84 0.4975
2017-08-04 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 14,800 -200 -1.33 1,590 14.31 0.4635
2017-04-24 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 15,000 -205 -1.35 1,391 -1.35 0.4232
2017-02-08 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 15,205 -62 -0.41 1,410 4.06 0.4505
2016-10-18 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 15,267 -199 -1.29 1,355 15.61 0.4499
2016-08-15 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 15,466 -27 -0.17 1,172 -1.18 0.4042
2016-04-18 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 15,493 -30,106 -66.02 1,186 -61.73 0.4196
2016-01-12 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 45,599 4,299 10.41 3,099 14.82 1.1372
2015-11-16 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 41,300 -1,150 -2.71 2,699 -25.05 1.0674
2015-08-14 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 42,450 265 0.63 3,601 6.66 1.3406
2015-05-15 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 42,185 5,355 14.54 3,376 0.15 1.2549
2015-02-17 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 36,830 3,180 9.45 3,371 1.17 1.2464
2014-11-14 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 33,650 65 0.19 3,332 -8.71 1.3666
2014-08-14 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 33,585 200 0.60 3,650 10.04 1.5309
2014-05-15 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 33,385 26,533 387.23 3,317 433.28 1.4518
2014-02-14 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 6,852 6,852 622 0.2737
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.