Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionBlue Edge Capital, LLC
Latest Disclosed Ownership13,657 shares
Latest Disclosed Value $ 9,675,438
Blue Edge Capital, LLC reports 4.12% increase in ownership of CAT / Caterpillar Inc.

On June 2, 2026 - Blue Edge Capital, LLC filed a 13F-HR form disclosing ownership of 13,657 shares of Caterpillar Inc. (MX:CAT) valued at $9,675,438 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 13,116 shares of Caterpillar Inc.. This represents a change in shares of 4.12% 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)
2026-06-02 2026-03-31 13F Caterpillar COM 149123101 13,657 541 4.12 9,675 28.78 1.2850
2026-02-12 2025-12-31 13F Caterpillar COM 149123101 13,116 372 2.92 7,514 23.57 1.0053
2025-11-12 2025-09-30 13F Caterpillar COM 149123101 12,744 -724 -5.38 6,081 16.30 0.8638
2025-08-15 2025-06-30 13F Caterpillar COM 149123101 13,468 -455 -3.27 5,228 13.87 0.7774
2025-05-13 2025-03-31 13F Caterpillar COM 149123101 13,923 42 0.30 4,592 -8.82 0.7374
2025-02-13 2024-12-31 13F Caterpillar COM 149123101 13,881 375 2.78 5,035 -4.68 0.7920
2024-11-14 2024-09-30 13F Caterpillar COM 149123101 13,506 499 3.84 5,282 21.93 0.8229
2024-08-07 2024-06-30 13F ConocoPhillips COM 149123101 13,007 -12 -0.09 4,333 -9.13 0.7170
2024-05-15 2024-03-31 13F Caterpillar COM 149123101 13,019 8 0.06 4,768 23.95 0.7974
2024-02-15 2023-12-31 13F Caterpillar COM 149123101 13,011 -664 -4.86 3,847 3.03 0.7250
2023-11-14 2023-09-30 13F Caterpillar COM 149123101 13,675 -201 -1.45 3,733 9.34 0.7824
2023-08-21 2023-06-30 13F Caterpillar COM 149123101 13,876 -93 -0.67 3,414 6.82 0.6878
2023-05-16 2023-03-31 13F Caterpillar COM 149123101 13,969 0 0.00 3,197 -4.48 0.6911
2023-02-13 2022-12-31 13F Caterpillar COM 149123101 13,969 93 0.67 3,346 47.01 0.7626
2022-11-15 2022-09-30 13F Caterpillar COM 149123101 13,876 157 1.14 2,277 -7.18 0.5638
2022-08-10 2022-06-30 13F Caterpillar COM 149123101 13,719 -118 -0.85 2,452 -20.47 0.5699
2022-05-16 2022-03-31 13F Caterpillar COM 149123101 13,837 30 0.22 3,083 8.02 0.6178
2022-02-14 2021-12-31 13F Caterpillar COM 149123101 13,807 0 0.00 2,854 7.70 0.5510
2021-11-15 2021-09-30 13F Caterpillar COM 149123101 13,807 0 0.00 2,651 -11.78 0.5530
2021-08-13 2021-06-30 13F Caterpillar COM 149123101 13,807 -28 -0.20 3,005 -6.33 0.6233
2021-05-12 2021-03-31 13F Caterpillar COM 149123101 13,835 266 1.96 3,208 29.89 0.7136
2021-02-09 2020-12-31 13F Caterpillar COM 149123101 13,569 197 1.47 2,470 23.82 0.5965
2020-11-04 2020-09-30 13F Caterpillar COM 149123101 13,372 -244 -1.79 1,994 15.80 0.5430
2020-08-10 2020-06-30 13F Caterpillar COM 149123101 13,616 1,977 16.99 1,722 27.56 0.5163
2020-05-12 2020-03-31 13F Caterpillar COM 149123101 11,639 2,857 32.53 1,351 4.17 0.4888
2020-02-12 2019-12-31 13F Caterpillar COM 149123101 8,782 -2,600 -22.84 1,297 -9.81 0.4099
2019-11-13 2019-09-30 13F Caterpillar COM 149123101 11,382 -86 -0.75 1,438 -8.00 0.4925
2019-08-13 2019-06-30 13F Caterpillar COM 149123101 11,468 2,668 30.32 1,563 31.04 0.5476
2019-05-14 2019-03-31 13F Caterpillar COM 149123101 8,800 0 0.00 1,192 6.62 0.4525
2019-02-14 2018-12-31 13F Caterpillar COM 149123101 8,800 -200 -2.22 1,118 -18.51 0.4817
2018-11-15 2018-09-30 13F Caterpillar COM 149123101 9,000 4 0.04 1,372 12.46 0.5099
2018-08-14 2018-06-30 13F Caterpillar COM 149123101 8,996 120 1.35 1,220 -6.73 0.4883
2018-05-14 2018-03-31 13F Caterpillar COM 149123101 8,876 -141 -1.56 1,308 -7.89 0.5270
2018-02-15 2017-12-31 13F Caterpillar COM 149123101 9,017 103 1.16 1,421 27.81 0.5675
2017-11-15 2017-09-30 13F Caterpillar COM 149123101 8,914 -341 -3.68 1,112 11.77 0.5074
2017-08-14 2017-06-30 13F Caterpillar COM 149123101 9,255 314 3.51 995 19.90 0.4691
2017-05-16 2017-03-31 13F Caterpillar COM 149123101 8,941 -153 -1.68 829 -1.66 0.4150
2017-02-15 2016-12-31 13F Caterpillar COM 149123101 9,094 0 0.00 843 4.46 0.4737
2016-11-14 2016-09-30 13F Caterpillar COM 149123101 9,094 9,094 807 0.4410
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.