Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionCSM Advisors, LLC
Latest Disclosed Ownership70,632 shares
Latest Disclosed Value $ 50,041
CSM Advisors, LLC reports 3.05% decrease in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - CSM Advisors, LLC filed a 13F-HR form disclosing ownership of 70,632 shares of Caterpillar Inc. (MX:CAT) valued at $50,041 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 72,852 shares of Caterpillar Inc.. This represents a change in shares of -3.05% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F CATERPILLAR COMMON 149123101 70,632 -2,220 -3.05 50 21.95 1.2296
2026-02-11 2025-12-31 13F CATERPILLAR COMMON 149123101 72,852 539 0.75 42 20.59 1.1336
2025-11-14 2025-09-30 13F CATERPILLAR COMMON 149123101 72,313 -17,015 -19.05 35 0.00 0.9644
2025-08-07 2025-06-30 13F CATERPILLAR COMMON 149123101 89,328 63,663 248.05 35 325.00 1.0116
2025-05-14 2025-03-31 13F CATERPILLAR COMMON 149123101 25,665 -8,175 -24.16 8 -33.33 0.4617
2025-02-14 2024-12-31 13F/A-1 CATERPILLAR COMMON 149123101 33,840 -547 -1.59 12 -7.69 0.5741
2025-02-14 2024-12-31 13F CATERPILLAR COMMON 149123101 33,840 -547 12 0.8133
2024-11-14 2024-09-30 13F CATERPILLAR COMMON 149123101 34,387 -1,735 -4.80 13 8.33 0.8761
2024-08-14 2024-06-30 13F CATERPILLAR COMMON 149123101 36,122 633 1.78 12 -7.69 0.8484
2024-05-15 2024-03-31 13F CATERPILLAR COMMON 149123101 35,489 790 2.28 13 30.00 0.8539
2024-02-14 2023-12-31 13F CATERPILLAR COMMON 149123101 34,699 34,699 10 0.7385
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.