Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership43,404 shares
Latest Disclosed Value $ 24,864,923
CIBC Private Wealth Group, LLC reports 2.60% increase in ownership of CAT / Caterpillar Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 43,404 shares of Caterpillar Inc. (MX:CAT) valued at $24,864,923 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 42,305 shares of Caterpillar Inc.. This represents a change in shares of 2.60% 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)
2026-02-12 2025-12-31 13F CATERPILLAR COM 149123101 43,404 1,099 2.60 24,865 23.18 0.0420
2025-11-24 2025-09-30 13F CATERPILLAR COM 149123101 42,305 1,279 3.12 20,186 26.74 0.0346
2025-08-12 2025-06-30 13F CATERPILLAR COM 149123101 41,026 27 0.07 15,927 41.80 0.0284
2025-05-14 2025-03-31 13F CATERPILLAR COM 149123101 40,999 -280 -0.68 11,231 -24.64 0.0237
2025-02-12 2024-12-31 13F Caterpillar COM 149123101 41,279 -1,148 -2.71 14,905 -10.18 0.0270
2024-11-13 2024-09-30 13F Caterpillar COM 149123101 42,427 -320 -0.75 16,594 17.97 0.0297
2024-08-09 2024-06-30 13F Caterpillar COM 149123101 42,747 800 1.91 14,066 -7.81 0.0264
2024-05-10 2024-03-31 13F Caterpillar COM 149123101 41,947 -3,130 -6.94 15,258 14.48 0.0299
2024-02-13 2023-12-31 13F CATERPILLAR INC COM COM 149123101 45,077 1,521 3.49 13,328 12.09 0.0282
2023-11-13 2023-09-30 13F CATERPILLAR INC COM COM 149123101 43,556 -2,439 -5.30 11,891 5.06 0.0281
2023-11-21 2023-06-30 13F/A-1 CATERPILLAR INC COM COM 149123101 45,995 -1,042 -2.22 11,317 5.15 0.0247
2023-08-10 2023-06-30 13F CATERPILLAR INC COM COM 149123101 45,995 -1,042 11,317 0.0247
2023-11-21 2023-03-31 13F/A-1 CATERPILLAR INC COM COM 149123101 47,037 90 0.19 10,764 76.91 0.0238
2023-05-12 2023-03-31 13F CATERPILLAR INC COM COM 149123101 47,037 90 10,764 0.0234
2023-06-01 2022-12-31 13F/A-2 CATERPILLAR INC COM COM 149123101 46,947 489 1.05 6,084 -20.18 0.0204
2023-02-14 2022-12-31 13F/A-1 CATERPILLAR INC COM COM 149123101 46,947 489 11,247 0.0235
2023-02-13 2022-12-31 13F CATERPILLAR INC COM COM 149123101 91,164 44,706 21,839 0.0000
2022-11-15 2022-09-30 13F CATERPILLAR INC COM COM 149123101 46,458 -676 -1.43 7,622 -9.54 0.0205
2022-08-03 2022-06-30 13F CATERPILLAR COM 149123101 47,134 2,242 4.99 8,426 -15.77 0.0219
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 44,892 1,617 3.74 10,003 11.82 0.0218
2022-04-04 2021-12-31 13F/A-1 CATERPILLAR COM 149123101 43,275 -4,271 -8.98 8,946 -1.98 0.0186
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 43,275 -4,271 8,946 0.0186
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 47,546 -510,850 -91.49 9,127 -92.49 0.0212
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 558,396 79,694 16.65 121,523 9.48 0.2791
2021-05-12 2021-03-31 13F CATERPILLAR COM 149123101 478,702 436,928 1,045.93 110,997 1,359.91 0.2795
2021-02-12 2020-12-31 13F CATERPILLAR COM 149123101 41,774 -211 -0.50 7,603 25.61 0.0201
2020-11-03 2020-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 41,985 20,995 100.02 6,053 128.07 0.0185
2020-10-29 2020-09-30 13F CATERPILLAR COMMON STOCK, R 149123101 9,186 -11,804 1,370 60,213.1899
2020-08-13 2020-06-30 13F CATERPILLAR INC COM Com 149123101 20,990 -21,021 -50.04 2,654 -45.56 0.0129
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 42,011 6,126 17.07 4,875 -8.02 0.0209
2020-01-30 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 35,885 90 0.25 5,300 17.23 0.0173
2019-10-16 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 35,795 570 1.62 4,521 -5.83 0.0159
2019-07-31 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 35,225 -1,739 -4.70 4,801 -4.15 0.0168
2019-05-10 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 36,964 1,002 2.79 5,009 9.63 0.0193
2019-02-05 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 35,962 -15,972 -30.75 4,569 -42.30 0.0204
2018-11-14 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 51,934 741 1.45 7,918 13.99 0.0300
2018-08-02 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 51,193 9,462 22.67 6,946 12.92 0.0283
2018-05-17 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 41,731 6,180 17.38 6,151 9.80 0.0267
2018-02-12 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 35,551 1,088 3.16 5,602 30.34 0.0238
2017-12-21 2017-09-30 13F/A-1 CATERPILLAR INC COM COM 149123101 34,463 10,004 40.90 4,298 63.55 0.0196
2017-11-14 2017-09-30 13F CATERPILLAR INC COM COM 149123101 34,463 10,004 4,298
2017-08-09 2017-06-30 13F CATERPILLAR INC COM Com 149123101 24,459 17 0.07 2,628 15.87 0.0165
2017-05-10 2017-03-31 13F CATERPILLAR INC COM Com 149123101 24,442 1,841 8.15 2,268 8.26 0.0142
2017-02-13 2016-12-31 13F CATERPILLAR INC COM Com 149123101 22,601 -361 -1.57 2,095 2.80 0.0139
2016-11-09 2016-09-30 13F CATERPILLAR INC COM Com 149123101 22,962 240 1.06 2,038 18.28 0.0141
2016-08-11 2016-06-30 13F CATERPILLAR INC COM Com 149123101 22,722 1,246 5.80 1,723 4.81 0.0126
2016-05-11 2016-03-31 13F CATERPILLAR INC COM Com 149123101 21,476 762 3.68 1,644 16.84 0.0127
2016-02-10 2015-12-31 13F CATERPILLAR INC COM Com 149123101 20,714 -4,684 -18.44 1,407 -15.24 0.0110
2015-11-12 2015-09-30 13F CATERPILLAR INC COM Com 149123101 25,398 6,537 34.66 1,660 3.75 0.0137
2015-08-13 2015-06-30 13F CATERPILLAR INC COM Com 149123101 18,861 -769 -3.92 1,600 1.85 0.0116
2015-05-11 2015-03-31 13F CATERPILLAR INC COM Com 149123101 19,630 -2,730 -12.21 1,571 -23.22 0.0116
2015-02-12 2014-12-31 13F CATERPILLAR INC COM Com 149123101 22,360 274 1.24 2,046 -6.49 0.0157
2014-11-12 2014-09-30 13F CATERPILLAR INC COM Com 149123101 22,086 -408 -1.81 2,188 -10.51 0.0172
2014-08-13 2014-06-30 13F CATERPILLAR INC COM Com 149123101 22,494 -686 -2.96 2,445 2.73 0.0198
2014-05-14 2014-03-31 13F CATERPILLAR INC COM COM 149123101 23,180 23,180 2,380 0.0202
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.