Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionBenedict Financial Advisors Inc
Latest Disclosed Ownership4,929 shares
Latest Disclosed Value $ 3,492,133
Benedict Financial Advisors Inc reports 0.04% decrease in ownership of CAT / Caterpillar Inc.

On April 20, 2026 - Benedict Financial Advisors Inc filed a 13F-HR form disclosing ownership of 4,929 shares of Caterpillar Inc. (MX:CAT) valued at $3,492,133 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 4,931 shares of Caterpillar Inc.. This represents a change in shares of -0.04% 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)
2026-04-20 2026-03-31 13F CATERPILLAR Common Stock 149123101 4,929 -2 -0.04 3,492 23.61 0.7268
2026-01-27 2025-12-31 13F CATERPILLAR COM 149123101 4,931 -86 -1.71 2,825 18.05 0.5954
2025-11-03 2025-09-30 13F CATERPILLAR COM 149123101 5,017 -154 -2.98 2,394 19.23 0.5189
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 5,171 81 1.59 2,008 19.61 0.4548
2025-05-07 2025-03-31 13F CATERPILLAR COM 149123101 5,090 -103 -1.98 1,679 -10.89 0.3892
2025-01-28 2024-12-31 13F CATERPILLAR COM 149123101 5,193 -28 -0.54 1,884 -7.74 0.4573
2024-10-24 2024-09-30 13F CATERPILLAR COM 149123101 5,221 -601 -10.32 2,042 5.26 0.4824
2024-07-30 2024-06-30 13F CATERPILLAR COM 149123101 5,822 -12 -0.21 1,939 -9.27 0.4920
2024-04-25 2024-03-31 13F CATERPILLAR COM 149123101 5,834 -3 -0.05 2,138 23.88 0.5425
2024-01-29 2023-12-31 13F CATERPILLAR COM 149123101 5,837 -196 -3.25 1,726 4.80 0.4703
2023-10-18 2023-09-30 13F CATERPILLAR COM 149123101 6,033 20 0.33 1,647 11.29 0.4758
2023-08-10 2023-06-30 13F CATERPILLAR COM 149123101 6,013 201 3.46 1,480 11.29 0.4069
2023-05-11 2023-03-31 13F CATERPILLAR COM 149123101 5,812 4,524 351.24 1,330 331.49 0.3746
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 1,288 2 0.16 309 45.97 0.0917
2022-11-07 2022-09-30 13F CATERPILLAR Common Stock 149123101 1,286 -414 -24.35 211 -30.59 0.0675
2022-07-28 2022-06-30 13F CATERPILLAR Common Stock 149123101 1,700 -84 -4.71 304 -23.43 0.0898
2022-05-03 2022-03-31 13F CATERPILLAR Common Stock 149123101 1,784 -56 -3.04 397 4.47 0.1061
2022-02-09 2021-12-31 13F CATERPILLAR Common Stock 149123101 1,840 215 13.23 380 21.79 0.0991
2021-10-29 2021-09-30 13F CATERPILLAR Common Stock 149123101 1,625 414 34.19 312 18.18 0.0871
2021-08-05 2021-06-30 13F CATERPILLAR Common Stock 149123101 1,211 -87 -6.70 264 -12.29 0.0733
2021-05-10 2021-03-31 13F CATERPILLAR Common Stock 149123101 1,298 2 0.15 301 27.54 0.0869
2021-02-02 2020-12-31 13F CATERPILLAR Common Stock 149123101 1,296 1,296 -0.15 236 -21.59 0.0850
2020-04-21 2020-03-31 13F CATERPILLAR Common Stock 149123101 0 -1,449 -100.00 0 -100.00
2020-02-04 2019-12-31 13F CATERPILLAR Common Stock 149123101 1,449 1,449 214 0.0834
2019-11-04 2019-09-30 13F CATERPILLAR Common Stock 149123101 0 -1,959 -100.00 0 -100.00
2019-08-01 2019-06-30 13F CATERPILLAR Common Stock 149123101 1,959 18 0.93 267 1.52 0.1112
2019-05-01 2019-03-31 13F CATERPILLAR Common Stock 149123101 1,941 1,941 -0.92 263 -1.50 0.1140
2019-01-30 2018-12-31 13F CATERPILLAR Common Stock 149123101 0 -1,561 -100.00 0 -100.00
2018-11-05 2018-09-30 13F CATERPILLAR Common Stock 149123101 1,561 -85 -5.16 238 6.73 0.1067
2018-07-24 2018-06-30 13F CATERPILLAR Common Stock 149123101 1,646 6 0.37 223 -7.85 0.1102
2018-05-02 2018-03-31 13F CATERPILLAR Common Stock 149123101 1,640 -194 -10.58 242 -16.26 0.1218
2018-02-05 2017-12-31 13F CATERPILLAR Common Stock 149123101 1,834 7 0.38 289 26.75 0.1392
2017-10-26 2017-09-30 13F CATERPILLAR Common Stock 149123101 1,827 -127 -6.50 228 9.62 0.1171
2017-07-28 2017-06-30 13F CATERPILLAR Common Stock 149123101 1,954 1,954 208 0.1083
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.