Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionBigSur Wealth Management LLC
Latest Disclosed Ownership310 shares
Latest Disclosed Value $ 219,623
BigSur Wealth Management LLC ownership in CAT / Caterpillar Inc.

On April 22, 2026 - BigSur Wealth Management LLC filed a 13F-HR form disclosing ownership of 310 shares of Caterpillar Inc. (MX:CAT) valued at $219,623 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 14, 2023 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)
2026-04-22 2026-03-31 13F CATERPILLAR COM 149123101 310 310 220 0.0615
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 0 -1,710 -100.00 0 -100.00
2023-05-12 2023-03-31 13F CATERPILLAR COM 149123101 1,710 0 0.00 391 -4.40 0.1836
2023-02-09 2022-12-31 13F CATERPILLAR COM 149123101 1,710 0 0.00 410 45.55 0.1974
2022-11-09 2022-09-30 13F CATERPILLAR COM 149123101 1,710 0 0.00 281 -8.17 0.1421
2022-08-10 2022-06-30 13F CATERPILLAR COM 149123101 1,710 0 0.00 306 -19.69 0.1441
2022-05-05 2022-03-31 13F CATERPILLAR COM 149123101 1,710 0 0.00 381 7.63 0.1484
2022-02-07 2021-12-31 13F CATERPILLAR COM 149123101 1,710 0 0.00 354 7.93 0.1385
2021-11-01 2021-09-30 13F CATERPILLAR COM 149123101 1,710 0 0.00 328 -11.83 0.1473
2021-07-29 2021-06-30 13F CATERPILLAR COM 149123101 1,710 0 0.00 372 -6.06 0.1679
2021-05-06 2021-03-31 13F CATERPILLAR COM 149123101 1,710 0 0.00 396 27.33 0.2032
2021-01-22 2020-12-31 13F CATERPILLAR COM 149123101 1,710 0 0.00 311 21.96 0.1756
2020-10-30 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,710 1,710 0.00 255 -18.01 0.1624
2020-07-31 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -2,110 -100.00 0 -100.00
2020-05-05 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 2,110 -200 -8.66 245 -28.15 0.1836
2020-01-30 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 2,310 0 0.00 341 16.78 0.1927
2019-11-05 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 2,310 0 0.00 292 -7.59 0.1968
2019-07-05 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 2,310 0 0.00 316 0.96 0.2205
2019-04-05 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 2,310 0 0.00 313 6.46 0.2053
2019-02-01 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 2,310 200 9.48 294 -8.70 0.2089
2018-10-23 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 2,110 310 17.22 322 31.97 0.2015
2018-08-01 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 1,800 -310 -14.69 244 -21.54 0.1777
2018-05-02 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 2,110 0 0.00 311 -6.33 0.2217
2018-02-01 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 2,110 -500 -19.16 332 2.15 0.3300
2017-11-02 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 2,610 0 0.00 325 7.97 0.3267
2017-08-14 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 2,610 0 0.00 301 15.33 0.3053
2017-05-12 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 2,610 -300 -10.31 261 -3.33 0.2824
2017-02-09 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 2,910 2,910 270 0.3612
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.