Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership9,468 shares
Latest Disclosed Value $ 6,707,834
Cornerstone Wealth Management, LLC reports 84.45% increase in ownership of CAT / Caterpillar Inc.

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 9,468 shares of Caterpillar Inc. (MX:CAT) valued at $6,707,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,133 shares of Caterpillar Inc.. This represents a change in shares of 84.45% 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)
2026-04-23 2026-03-31 13F CATERPILLAR COM 149123101 9,468 4,335 84.45 6,708 128.13 0.3355
2026-02-05 2025-12-31 13F CATERPILLAR COM 149123101 5,133 699 15.76 2,941 39.01 0.1530
2025-11-04 2025-09-30 13F CATERPILLAR COM 149123101 4,434 298 7.21 2,116 31.78 0.1169
2025-08-12 2025-06-30 13F CATERPILLAR COM 149123101 4,136 106 2.63 1,605 20.86 0.0975
2025-04-18 2025-03-31 13F CATERPILLAR COM 149123101 4,030 -52 -1.27 1,329 -10.27 0.0899
2025-01-21 2024-12-31 13F CATERPILLAR COM 149123101 4,082 179 4.59 1,481 -3.01 0.1000
2024-10-16 2024-09-30 13F CATERPILLAR COM 149123101 3,903 126 3.34 1,527 21.40 0.1075
2024-07-16 2024-06-30 13F CATERPILLAR COM 149123101 3,777 -207 -5.20 1,258 -13.90 0.0968
2024-04-19 2024-03-31 13F CATERPILLAR COM 149123101 3,984 477 13.60 1,460 40.93 0.1182
2024-01-10 2023-12-31 13F CATERPILLAR COM 149123101 3,507 36 1.04 1,037 9.28 0.0892
2023-11-07 2023-09-30 13F CATERPILLAR COM 149123101 3,471 419 13.73 948 26.40 0.0895
2023-07-14 2023-06-30 13F CATERPILLAR COM 149123101 3,052 232 8.23 751 16.28 0.0671
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 2,820 -253 -8.23 645 27.98 0.0634
2022-10-14 2022-09-30 13F CATERPILLAR COM 149123101 3,073 8 0.26 504 -8.03 0.0561
2022-08-04 2022-06-30 13F CATERPILLAR COM 149123101 3,065 570 22.85 548 -1.44 0.0607
2022-04-21 2022-03-31 13F CATERPILLAR COM 149123101 2,495 -457 -15.48 556 -8.85 0.0540
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 2,952 404 15.86 610 24.74 0.0581
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 2,548 321 14.41 489 0.82 0.0520
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 2,227 51 2.34 485 -3.96 0.0510
2021-04-30 2021-03-31 13F CATERPILLAR COM 149123101 2,176 112 5.43 505 34.31 0.0597
2021-01-29 2020-12-31 13F CATERPILLAR COM 149123101 2,064 183 9.73 376 33.81 0.0472
2020-10-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,881 8 0.43 281 18.57 0.0417
2020-07-16 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,873 -93 -4.73 237 3.95 0.0383
2020-05-13 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 1,966 -100 -4.84 228 -25.25 0.0440
2020-02-20 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 2,066 -1,408 -40.53 305 -30.52 0.0494
2019-10-28 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 3,474 -373 -9.70 439 -16.38 0.0774
2019-08-02 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 3,847 -749 -16.30 525 -63.99 0.0943
2019-05-13 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 4,596 317 7.41 1,458 168.01 0.1771
2019-02-13 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 4,279 -924,638 -99.54 544 -92.57 0.1162
2018-10-19 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 928,917 -324,608 -25.90 7,321 -20.37 0.0921
2018-07-20 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 1,253,525 1,244,543 13,855.97 9,194 612.71 0.1037
2018-04-24 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 8,982 1,221 15.73 1,290 0.23 0.2461
2018-02-09 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 7,761 440 6.01 1,287 38.69 0.2415
2017-11-14 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 7,321 258 3.65 928 21.78 0.1923
2017-08-11 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 7,063 252 3.70 762 18.51 0.1709
2017-05-11 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 6,811 -813 -10.66 643 -10.32 0.1590
2017-02-14 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 7,624 -2,088 -21.50 717 -15.65 0.2300
2016-10-31 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 9,712 9,712 850 0.3138
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.