Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionComerica Bank
Latest Disclosed Ownership88,491 shares
Latest Disclosed Value $ 50,693,956
Comerica Bank reports 7.67% decrease in ownership of CAT / Caterpillar Inc.

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 88,491 shares of Caterpillar Inc. (MX:CAT) valued at $50,693,956 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 95,837 shares of Caterpillar Inc.. This represents a change in shares of -7.67% 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)
2026-01-29 2025-12-31 13F CATERPILLAR COM 149123101 88,491 -7,346 -7.67 50,694 10.86 0.2023
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 95,837 -4,265 -4.26 45,729 17.67 0.1720
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 100,102 -2,766 -2.69 38,861 14.55 0.1508
2025-05-14 2025-03-31 13F CATERPILLAR COM 149123101 102,868 -7,015 -6.38 33,926 -14.89 0.1425
2025-02-14 2024-12-31 13F/A-1 CATERPILLAR COM 149123101 109,883 -3,124 -2.76 39,861 -9.81 0.1607
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 109,883 -3,124 39,861 0.1335
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 113,007 -2,420 -2.10 44,199 14.96 0.1748
2024-08-15 2024-06-30 13F CATERPILLAR COMMON 149123101 115,427 -4,723 -3.93 38,449 -12.67 0.1600
2024-05-16 2024-03-31 13F CATERPILLAR COMMON 149123101 120,150 -4,539 -3.64 44,027 19.42 0.1897
2024-02-14 2023-12-31 13F CATERPILLAR COMMON 149123101 124,689 -140 -0.11 36,867 8.18 0.1698
2023-11-21 2023-09-30 13F CATERPILLAR COMMON 149123101 124,829 -213,632 -63.12 34,079 0.1775
2023-08-22 2023-06-30 13F CATERPILLAR EQU 149123101 338,461 255,654 308.73 0 -100.00 0.0074
2023-01-26 2022-12-31 13F CATERPILLAR COM 149123101 82,807 -586 -0.70 21 -99.87 0.1650
2022-10-28 2022-09-30 13F CATERPILLAR COM 149123101 83,393 1,808 2.22 15,953 8.95 0.1345
2022-08-02 2022-06-30 13F CATERPILLAR COM 149123101 81,585 -2,207 -2.63 14,643 -25.66 0.1202
2022-04-27 2022-03-31 13F CATERPILLAR COM 149123101 83,792 824 0.99 19,698 10.78 0.1430
2022-02-18 2021-12-31 13F CATERPILLAR COM 149123101 82,968 -3,980 -4.58 17,781 1.92 0.1309
2021-11-22 2021-09-30 13F CATERPILLAR COM 149123101 86,948 -23,008 -20.92 17,446 -22.40 0.1051
2021-08-26 2021-06-30 13F CATERPILLAR COM 149123101 109,956 -3,395 -3.00 22,481 -13.81 0.1342
2021-04-28 2021-03-31 13F CATERPILLAR COM 149123101 113,351 -4,691 -3.97 26,083 15.12 0.1555
2021-01-28 2020-12-31 13F CATERPILLAR COM 149123101 118,042 -7,135 -5.70 22,657 7.36 0.1438
2020-10-30 2020-09-30 13F CATERPILLAR COM 149123101 125,177 -408 -0.32 21,104 22.68 0.1532
2020-07-31 2020-06-30 13F CATERPILLAR COM 149123101 125,585 5,344 4.44 17,202 25.45 0.1325
2020-05-01 2020-03-31 13F CATERPILLAR COM 149123101 120,241 -418 -0.35 13,712 -16.05 0.1258
2020-02-07 2019-12-31 13F CATERPILLAR COM 149123101 120,659 -1,653 -1.35 16,333 -0.23 0.1237
2019-10-31 2019-09-30 13F CATERPILLAR COM 149123101 122,312 -5,507 -4.31 16,371 -5.63 0.1294
2019-08-02 2019-06-30 13F CATERPILLAR COM 149123101 127,819 2,910 2.33 17,348 0.99 0.1389
2019-05-02 2019-03-31 13F CATERPILLAR COM 149123101 124,909 3,200 2.63 17,178 11.55 0.1392
2019-02-06 2018-12-31 13F CATERPILLAR COM 149123101 121,709 -1,610 -1.31 15,400 4.95 0.1308
2018-11-01 2018-09-30 13F CATERPILLAR COM 149123101 123,319 -29,582 -19.35 14,673 -30.94 0.1184
2018-08-01 2018-06-30 13F CATERPILLAR COM 149123101 152,901 843 0.55 21,246 -10.26 0.1486
2018-05-01 2018-03-31 13F CATERPILLAR COM 149123101 152,058 -971 -0.63 23,675 -8.10 0.1691
2018-02-02 2017-12-31 13F CATERPILLAR COM 149123101 153,029 -1,130 -0.73 25,761 22.43 0.1716
2017-11-06 2017-09-30 13F CATERPILLAR COM 149123101 154,159 -472 -0.31 21,041 25.78 0.1523
2017-08-03 2017-06-30 13F CATERPILLAR COM 149123101 154,631 -2,827 -1.80 16,728 3.46 0.1252
2017-05-03 2017-03-31 13F CATERPILLAR COM 149123101 157,458 -1,558 -0.98 16,168 7.62 0.1227
2017-02-08 2016-12-31 13F CATERPILLAR COM 149123101 159,016 6,559 4.30 15,023 18.97 0.1189
2016-08-11 2016-06-30 13F CATERPILLAR COM 149123101 152,457 -2,191 -1.42 12,628 3.14 0.1091
2016-05-11 2016-03-31 13F CATERPILLAR COM 149123101 154,648 362 0.23 12,244 25.39 0.1093
2016-02-05 2015-12-31 13F CATERPILLAR COM 149123101 154,286 -11,610 -7.00 9,765 -9.94 0.0958
2015-11-12 2015-09-30 13F CATERPILLAR COM 149123101 165,896 -179,232 -51.93 10,843 -62.96 0.1027
2015-08-13 2015-06-30 13F CATERPILLAR COM 149123101 345,128 166,457 93.16 29,274 104.74 0.1257
2015-05-15 2015-03-31 13F CATERPILLAR COM 149123101 178,671 -184,293 -50.77 14,298 -56.96 0.1211
2015-02-13 2014-12-31 13F CATERPILLAR COM 149123101 362,964 171,703 89.77 33,220 75.39 0.1436
2014-10-21 2014-09-30 13F CATERPILLAR COM 149123101 191,261 -10,798 -5.34 18,941 -13.74 0.1672
2014-08-12 2014-06-30 13F CATERPILLAR COM 149123101 202,059 -70,451 -25.85 21,958 -18.91 0.1867
2014-05-15 2014-03-31 13F CATERPILLAR COM 149123101 272,510 -12,162 -4.27 27,080 4.75 0.2074
2014-02-11 2013-12-31 13F CATERPILLAR COM 149123101 284,672 -187,371 -39.69 25,852 -34.33 0.2004
2013-11-12 2013-09-30 13F CATERPILLAR COM 149123101 472,043 -3,323 -0.70 39,368 0.40 0.2740
2013-08-13 2013-06-30 13F/A-1 CATERPILLAR COM 149123101 475,366 475,366 39,213 0.3197
2013-08-08 2013-06-30 13F CATERPILLAR COM 149123101 3,733,112 307,944
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.