Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionDuncker Streett & Co Inc
Latest Disclosed Ownership412 shares
Latest Disclosed Value $ 291,544
Duncker Streett & Co Inc reports 0.24% increase in ownership of CAT / Caterpillar Inc.

On April 29, 2026 - Duncker Streett & Co Inc filed a 13F-HR form disclosing ownership of 412 shares of Caterpillar Inc. (MX:CAT) valued at $291,544 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 411 shares of Caterpillar Inc.. This represents a change in shares of 0.24% 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)
2026-04-29 2026-03-31 13F CATERPILLAR COM 149123101 412 1 0.24 292 23.83 0.0554
2026-01-27 2025-12-31 13F CATERPILLAR COM 149123101 411 1 0.24 235 20.51 0.0418
2025-10-23 2025-09-30 13F CATERPILLAR COM 149123101 410 26 6.77 196 31.76 0.0341
2025-07-28 2025-06-30 13F CATERPILLAR COM 149123101 384 2 0.52 149 17.46 0.0272
2025-04-22 2025-03-31 13F CATERPILLAR COM 149123101 382 -1 -0.26 126 -8.70 0.0250
2025-02-05 2024-12-31 13F CATERPILLAR COM 149123101 383 27 7.58 139 -0.72 0.0258
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 356 1 0.28 139 17.80 0.0254
2024-07-31 2024-06-30 13F CATERPILLAR COM 149123101 355 -48 -11.91 118 -19.73 0.0227
2024-04-23 2024-03-31 13F CATERPILLAR COM 149123101 403 2 0.50 148 24.58 0.0291
2024-01-30 2023-12-31 13F CATERPILLAR COM 149123101 401 2 0.50 119 8.26 0.0250
2023-10-26 2023-09-30 13F CATERPILLAR COM 149123101 399 1 0.25 109 12.37 0.0254
2023-07-20 2023-06-30 13F CATERPILLAR COM 149123101 398 2 0.51 98 7.78 0.0219
2023-04-24 2023-03-31 13F CATERPILLAR COM 149123101 396 2 0.51 91 -4.26 0.0216
2023-01-25 2022-12-31 13F CATERPILLAR COM 149123101 394 49 14.20 94 64.91 0.0228
2022-11-04 2022-09-30 13F CATERPILLAR COM 149123101 345 0 0.00 57 -8.06 0.0148
2022-08-04 2022-06-30 13F CATERPILLAR COM 149123101 345 0 0.00 62 -19.48 0.0149
2022-05-09 2022-03-31 13F CATERPILLAR COM 149123101 345 0 0.00 77 8.45 0.0153
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 345 0 0.00 71 7.58 0.0122
2021-11-03 2021-09-30 13F CATERPILLAR COM 149123101 345 0 0.00 66 -12.00 0.0125
2021-07-27 2021-06-30 13F CATERPILLAR COM 149123101 345 0 0.00 75 -6.25 0.0138
2021-04-28 2021-03-31 13F CATERPILLAR COM 149123101 345 0 0.00 80 26.98 0.0153
2021-02-02 2020-12-31 13F CATERPILLAR COM 149123101 345 0 0.00 63 23.53 0.0122
2020-10-28 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 345 0 0.00 51 15.91 0.0111
2020-07-22 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 345 -3,880 -91.83 44 -91.02 0.0105
2020-04-27 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 4,225 0 0.00 490 -21.47 0.1308
2020-01-27 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 4,225 0 0.00 624 17.07 0.1309
2019-10-31 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 4,225 -200 -4.52 533 -11.61 0.1239
2019-07-24 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 4,425 200 4.73 603 5.42 0.1353
2019-04-29 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 4,225 225 5.62 572 12.60 0.1318
2019-01-24 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 4,000 -115 -2.79 508 -19.11 0.1360
2018-10-22 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 4,115 0 0.00 628 12.34 0.1426
2018-07-23 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 4,115 0 0.00 559 -7.91 0.1386
2018-04-26 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 4,115 -400 -8.86 607 -14.63 0.1536
2018-01-23 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 4,515 -400 -8.14 711 15.99 0.1828
2017-10-25 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 4,915 0 0.00 613 16.10 0.1856
2017-07-21 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 4,915 149 3.13 528 19.46 0.1647
2017-04-25 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 4,766 -50 -1.04 442 -1.12 0.1386
2017-01-26 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 4,816 0 0.00 447 4.68 0.1487
2016-10-20 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 4,816 0 0.00 427 16.99 0.1479
2016-07-20 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 4,816 0 0.00 365 -0.82 0.1298
2016-04-25 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 4,816 0 0.00 368 12.54 0.1362
2016-01-20 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 4,816 -400 -7.67 327 -3.82 0.1226
2015-10-27 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 5,216 -5,095 -49.41 340 -61.10 0.1322
2015-07-20 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 10,311 231 2.29 874 8.30 0.3046
2015-04-28 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 10,080 -299 -2.88 807 -15.05 0.2641
2015-01-22 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 10,379 0 0.00 950 -7.59 0.3114
2014-10-23 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 10,379 -24 -0.23 1,028 -9.11 0.3505
2014-07-23 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 10,403 0 0.00 1,131 9.49 0.3659
2014-04-23 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 10,403 1 0.01 1,033 9.43 0.3655
2014-01-22 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 10,402 316 3.13 944 12.11 0.3398
2013-10-23 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 10,086 -604 -5.65 842 -4.54 0.3409
2013-07-26 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 10,690 10,690 882 0.3378
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.