Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership2,567 shares
Latest Disclosed Value $ 1,818,617
Atwood & Palmer Inc reports 0.08% increase in ownership of CAT / Caterpillar Inc.

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 2,567 shares of Caterpillar Inc. (MX:CAT) valued at $1,818,617 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,565 shares of Caterpillar Inc.. This represents a change in shares of 0.08% 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)
2026-04-15 2026-03-31 13F CATERPILLAR COM 149123101 2,567 2 0.08 1,819 23.76 0.1026
2026-01-28 2025-12-31 13F CATERPILLAR COM 149123101 2,565 0 0.00 1,469 20.11 0.0835
2025-10-15 2025-09-30 13F CATERPILLAR COM 149123101 2,565 0 0.00 1,224 22.91 0.0719
2025-07-08 2025-06-30 13F CATERPILLAR COM 149123101 2,565 0 0.00 996 17.75 0.0622
2025-04-15 2025-03-31 13F CATERPILLAR COM 149123101 2,565 0 0.00 846 -9.14 0.0587
2025-01-16 2024-12-31 13F CATERPILLAR COM 149123101 2,565 -775 -23.20 930 -28.79 0.0638
2024-10-07 2024-09-30 13F CATERPILLAR COM 149123101 3,340 0 0.00 1,306 17.45 0.0888
2024-07-10 2024-06-30 13F CATERPILLAR COM 149123101 3,340 -18 -0.54 1,113 -9.59 0.0843
2024-04-10 2024-03-31 13F CATERPILLAR COM 149123101 3,358 0 0.00 1,230 23.99 0.0934
2024-01-12 2023-12-31 13F CATERPILLAR COM 149123101 3,358 200 6.33 993 15.08 0.0802
2023-10-20 2023-09-30 13F CATERPILLAR COM 149123101 3,158 -50 -1.56 862 9.25 0.0756
2023-07-18 2023-06-30 13F CATERPILLAR COM 149123101 3,208 0 0.00 789 7.49 0.0706
2023-04-21 2023-03-31 13F CATERPILLAR COM 149123101 3,208 0 0.00 734 -4.43 0.0690
2023-01-31 2022-12-31 13F CATERPILLAR COM 149123101 3,208 0 0.00 769 46.01 0.0694
2022-10-12 2022-09-30 13F CATERPILLAR COM 149123101 3,208 0 0.00 526 -8.20 0.0521
2022-07-21 2022-06-30 13F CATERPILLAR COM 149123101 3,208 -75 -2.28 573 -21.72 0.0558
2022-04-29 2022-03-31 13F CATERPILLAR COM 149123101 3,283 0 0.00 732 7.81 0.0632
2022-01-24 2021-12-31 13F CATERPILLAR COM 149123101 3,283 15 0.46 679 8.29 0.0568
2021-10-29 2021-09-30 13F/A-1 CATERPILLAR COM 149123101 3,268 75 2.35 627 -9.78 0.0560
2021-10-19 2021-09-30 13F CATERPILLAR COM 149123101 3,268 75 627 0.0560
2021-07-26 2021-06-30 13F CATERPILLAR COM 149123101 3,193 269 9.20 695 2.51 0.0624
2021-04-26 2021-03-31 13F CATERPILLAR COM 149123101 2,924 224 8.30 678 38.09 0.0652
2021-02-04 2020-12-31 13F CATERPILLAR COM 149123101 2,700 0 0.00 491 21.84 0.0527
2020-10-28 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 2,700 0 0.00 403 17.84 0.0507
2020-07-24 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 2,700 0 0.00 342 9.27 0.0462
2020-04-20 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 2,700 0 0.00 313 -21.55 0.0492
2020-02-05 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 2,700 0 0.00 399 17.01 0.0513
2019-10-21 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 2,700 -40 -1.46 341 -8.58 0.0460
2019-07-17 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 2,740 -146 -5.06 373 -4.60 0.0504
2019-04-23 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 2,886 0 0.00 391 6.54 0.0554
2019-02-01 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 2,886 146 5.33 367 -12.20 0.0583
2018-10-29 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 2,740 -77 -2.73 418 9.42 0.0546
2018-07-19 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 2,817 77 2.81 382 -5.45 0.0524
2018-04-30 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 2,740 0 0.00 404 -6.48 0.0576
2018-02-08 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 2,740 0 0.00 432 26.32 0.0606
2017-10-16 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 2,740 0 0.00 342 16.33 0.0495
2017-08-08 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 2,740 40 1.48 294 17.60 0.0461
2017-04-28 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 2,700 -54 -1.96 250 -1.96 0.0400
2017-02-06 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 2,754 0 0.00 255 4.51 0.0459
2016-11-08 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 2,754 54 2.00 244 19.02 0.0443
2016-07-21 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 2,700 -405 -13.04 205 -13.87 0.0371
2016-04-28 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 3,105 0 0.00 238 12.80 0.0423
2016-01-28 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 3,105 0 0.00 211 3.94 0.0401
2015-11-12 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 3,105 0 0.00 203 -22.81 0.0396
2015-07-31 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 3,105 0 0.00 263 6.05 0.0473
2015-05-05 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 3,105 -393 -11.23 248 -22.74 0.0443
2015-02-17 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 3,498 -655 -15.77 321 -21.90 0.0599
2014-12-02 2014-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 4,153 285 7.37 411 -2.14 0.0776
2014-11-12 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 4,153 285 411 0.0753
2014-08-11 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 3,868 -720 -15.69 420 -7.89 0.1120
2014-04-11 2014-03-31 13F Caterpillar COM 149123101 4,588 0 0.00 456 9.35 0.1067
2014-01-17 2013-12-31 13F Caterpillar COM 149123101 4,588 0 0.00 417 8.88 0.1029
2013-10-09 2013-09-30 13F Caterpillar COM 149123101 4,588 -4,190 -47.73 383 -47.10 0.1057
2013-07-18 2013-06-30 13F Caterpillar COM 149123101 8,778 8,778 724 0.1958
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.