캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionWealthbridge Capital Management, Llc
Latest Disclosed Ownership840 shares
Latest Disclosed Value $ 594,906
Wealthbridge Capital Management, Llc reports 0.12% increase in ownership of CAT / Caterpillar Inc.

On April 17, 2026 - Wealthbridge Capital Management, Llc filed a 13F-HR form disclosing ownership of 840 shares of Caterpillar Inc. (MX:CAT) valued at $594,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 839 shares of Caterpillar Inc.. This represents a change in shares of 0.12% 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)
2026-04-17 2026-03-31 13F CATERPILLAR COM 149123101 840 1 0.12 595 23.75 0.1370
2026-01-21 2025-12-31 13F CATERPILLAR COM 149123101 839 0 0.00 481 20.00 0.1096
2025-11-07 2025-09-30 13F CATERPILLAR COM 149123101 839 0 0.00 400 23.08 0.0940
2025-08-12 2025-06-30 13F CATERPILLAR COM 149123101 839 -294 -25.95 326 -12.87 0.0826
2025-04-25 2025-03-31 13F CATERPILLAR COM 149123101 1,133 0 0.00 374 -9.02 0.1056
2025-02-03 2024-12-31 13F CATERPILLAR COM 149123101 1,133 1 0.09 411 -7.24 0.1141
2024-10-07 2024-09-30 13F CATERPILLAR COM 149123101 1,132 200 21.46 443 42.58 0.1265
2024-08-02 2024-06-30 13F CATERPILLAR COM 149123101 932 41 4.60 310 -4.91 0.1021
2024-04-30 2024-03-31 13F CATERPILLAR COM 149123101 891 3 0.34 327 24.43 0.1100
2024-02-12 2023-12-31 13F CATERPILLAR COM 149123101 888 -12 -1.33 263 6.94 0.0984
2023-11-08 2023-09-30 13F CATERPILLAR COM 149123101 900 -24 -2.60 246 7.93 0.1014
2023-08-01 2023-06-30 13F CATERPILLAR COM 149123101 924 924 227 0.0909
2023-05-10 2023-03-31 13F CATERPILLAR EQUITY 149123101 0 -888 -100.00 0 -100.00
2023-01-31 2022-12-31 13F CATERPILLAR EQUITY 149123101 888 -833 -48.40 213 -31.17 0.0889
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 1,721 0 0.00 308 0.00 0.1314
2022-08-12 2022-06-30 13F CATERPILLAR COM 149123101 1,721 0 0.00 308 -19.58 0.1314
2022-04-15 2022-03-31 13F CATERPILLAR INC COM Stock 149123101 1,721 1 0.06 383 7.58 0.1432
2022-02-11 2021-12-31 13F CATERPILLAR INC COM Stock 149123101 1,720 125 7.84 356 16.34 0.1329
2021-11-12 2021-09-30 13F CATERPILLAR INC COM Stock 149123101 1,595 1,595 306 0.1143
2021-08-16 2021-06-30 13F CATERPILLAR INC COM Stock 149123101 0 -1,545 -100.00 0 -100.00
2021-05-17 2021-03-31 13F CATERPILLAR INC COM Stock 149123101 1,545 0 0.00 358 27.40 0.1459
2021-02-12 2020-12-31 13F CATERPILLAR INC COM Stock 149123101 1,545 0 0.00 281 22.17 0.1230
2020-11-13 2020-09-30 13F CATERPILLAR INC DEL COM Stock 149123101 1,545 -100 -6.08 230 10.58 0.1180
2020-08-14 2020-06-30 13F/A-1 CATERPILLAR INC DEL COM Stock 149123101 1,645 -177 -9.71 208 -1.42 0.1179
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM Stock 149123101 1,822 0 211 147,044.4757
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM Stock 149123101 1,822 -23 -1.25 211 -22.43 0.1465
2020-02-12 2019-12-31 13F CATERPILLAR INC DEL COM Stock 149123101 1,845 -75 -3.91 272 11.93 0.1761
2019-11-14 2019-09-30 13F CATERPILLAR INC DEL COM Stock 149123101 1,920 64 3.45 243 2.97 0.1750
2019-08-13 2019-06-30 13F CATERPILLAR INC DEL COM Stock 149123101 1,856 -89 -4.58 236 -7.45 0.2155
2019-05-15 2019-03-31 13F CATERPILLAR INC DEL COM Stock 149123101 1,945 89 4.80 255 8.05 0.1621
2019-02-14 2018-12-31 13F CATERPILLAR INC DEL COM Stock 149123101 1,856 1,856 236 0.1794
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.