캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionWe Are One Seven, LLC
Latest Disclosed Ownership19,082 shares
Latest Disclosed Value $ 13,519,419
We Are One Seven, LLC reports 12.29% increase in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - We Are One Seven, LLC filed a 13F-HR form disclosing ownership of 19,082 shares of Caterpillar Inc. (MX:CAT) valued at $13,519,419 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 16,994 shares of Caterpillar Inc.. This represents a change in shares of 12.29% 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)
2026-05-14 2026-03-31 13F CATERPILLAR COM 149123101 19,082 2,088 12.29 13,519 38.87 0.2716
2026-02-03 2025-12-31 13F CATERPILLAR COM 149123101 16,994 394 2.37 9,735 22.92 0.1986
2025-10-24 2025-09-30 13F CATERPILLAR COM 149123101 16,600 761 4.80 7,921 28.82 0.1829
2025-07-25 2025-06-30 13F CATERPILLAR COM 149123101 15,839 730 4.83 6,149 23.40 0.1977
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 15,109 1,099 7.84 4,983 -1.97 0.1933
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 14,010 3,997 39.92 5,082 29.78 0.1943
2024-10-15 2024-09-30 13F CATERPILLAR COM 149123101 10,013 1,018 11.32 3,917 30.71 0.1692
2024-08-07 2024-06-30 13F CATERPILLAR COM 149123101 8,995 -674 -6.97 2,996 -15.42 0.1421
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 9,669 -238 -2.40 3,543 20.93 0.1841
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 9,907 552 5.90 2,929 14.73 0.1680
2023-11-03 2023-09-30 13F CATERPILLAR COM 149123101 9,355 1,445 18.27 2,554 31.19 0.1964
2023-08-11 2023-06-30 13F CATERPILLAR COM 149123101 7,910 -836 -9.56 1,946 -2.75 0.1782
2023-05-08 2023-03-31 13F CATERPILLAR COM 149123101 8,746 2,401 37.84 2,002 31.73 0.1271
2023-01-25 2022-12-31 13F CATERPILLAR COM 149123101 6,345 293 4.84 1,520 32.43 0.1521
2022-11-14 2022-09-30 13F Caterpillar COM 149123101 6,052 -1,866 -23.57 1,147 -18.94 0.0444
2022-08-10 2022-06-30 13F CATERPILLAR INC COM COM 149123101 7,918 1,780 29.00 1,415 3.44 0.1951
2022-05-13 2022-03-31 13F CATERPILLAR INC COM COM 149123101 6,138 230 3.89 1,368 11.95 0.1470
2022-02-09 2021-12-31 13F CATERPILLAR INC COM COM 149123101 5,908 1,908 47.70 1,222 49.75 0.1267
2021-11-09 2021-09-30 13F CATERPILLAR INC COM COM 149123101 4,000 -3 -0.07 816 -6.31 0.1035
2021-07-29 2021-06-30 13F CATERPILLAR INC COM COM 149123101 4,003 -116 -2.82 871 -8.80 0.1217
2021-04-29 2021-03-31 13F CATERPILLAR INC COM COM 149123101 4,119 209 5.35 955 34.13 0.1640
2021-01-22 2020-12-31 13F CATERPILLAR INC COM COM 149123101 3,910 66 1.72 712 24.26 0.1467
2020-10-30 2020-09-30 13F CATERPILLAR INC DEL COM COM 149123101 3,844 -383 -9.06 573 7.10 0.1361
2020-08-12 2020-06-30 13F CATERPILLAR INC DEL COM COM 149123101 4,227 508 13.66 535 24.13 0.1390
2020-04-17 2020-03-31 13F CATERPILLAR INC DEL COM COM 149123101 3,719 -202 -5.15 431 -25.56 0.1464
2020-01-16 2019-12-31 13F CATERPILLAR INC DEL COM COM 149123101 3,921 -406 -9.38 579 5.85 0.1513
2019-10-10 2019-09-30 13F CATERPILLAR INC DEL COM COM 149123101 4,327 -622 -12.57 547 -18.84 0.1572
2019-07-16 2019-06-30 13F CATERPILLAR INC DEL COM COM 149123101 4,949 -47 -0.94 674 -0.30 0.2175
2019-04-09 2019-03-31 13F CATERPILLAR INC DEL COM COM 149123101 4,996 503 11.20 676 18.60 0.2203
2019-01-24 2018-12-31 13F CATERPILLAR INCORPORATED DEL COM 149123101 4,493 1,309 41.11 570 17.53 0.2444
2018-10-09 2018-09-30 13F CATERPILLAR INC DEL COM COM 149123101 3,184 814 34.35 485 38.97 0.2269
2018-05-15 2018-03-31 13F CATERPILLAR INC COM Total COM 149123101 2,370 283 13.56 349 6.08 0.1608
2018-02-16 2017-12-31 13F CATERPILLAR INC COM COM 149123101 2,087 2,087 329 0.1521
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.