Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionAltfest L J & Co Inc
Latest Disclosed Ownership671 shares
Latest Disclosed Value $ 475,500
Altfest L J & Co Inc ownership in CAT / Caterpillar Inc.

On April 28, 2026 - Altfest L J & Co Inc filed a 13F-HR form disclosing ownership of 671 shares of Caterpillar Inc. (MX:CAT) valued at $475,500 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 8, 2025 disclosing 0 shares of Caterpillar Inc..

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)
2026-04-28 2026-03-31 13F CATERPILLAR COM 149123101 671 671 476 0.0506
2025-08-08 2025-06-30 13F CATERPILLAR COM 149123101 0 -100.00 0
2025-05-09 2025-03-31 13F CATERPILLAR COM 149123101 662 3 0.46 218 -8.79 0.0274
2025-02-07 2024-12-31 13F CATERPILLAR COM 149123101 659 2 0.30 239 0.0305
2024-11-05 2024-09-30 13F CATERPILLAR COM 149123101 657 3 0.46 0 0.0342
2024-08-07 2024-06-30 13F CATERPILLAR COM 149123101 654 24 3.81 0 0.0298
2024-04-22 2024-03-31 13F CATERPILLAR COM 149123101 630 630 0 0.0327
2019-07-15 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -4,343 -100.00 0 -100.00
2019-05-24 2019-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 4,343 -7 -0.16 552 -0.18 0.1486
2019-04-05 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 16,010 11,660 1,115
2019-01-15 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 4,350 -65 -1.47 553 -17.83 0.1544
2018-10-10 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 4,415 4,415 673 0.1959
2018-08-07 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -4,462 -100.00 0 -100.00
2018-05-09 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 4,462 144 3.33 658 -3.24 0.2839
2018-02-12 2017-12-31 13F Caterpillar COM 149123101 4,318 4,318 680 0.2582
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.