Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionE&G Advisors, LP
Latest Disclosed Ownership2,449 shares
Latest Disclosed Value $ 1,735,019
E&G Advisors, LP reports 0.20% increase in ownership of CAT / Caterpillar Inc.

On April 21, 2026 - E&G Advisors, LP filed a 13F-HR form disclosing ownership of 2,449 shares of Caterpillar Inc. (MX:CAT) valued at $1,735,019 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,444 shares of Caterpillar Inc.. This represents a change in shares of 0.20% 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)
2026-04-21 2026-03-31 13F CATERPILLAR COM 149123101 2,449 5 0.20 1,735 23.93 0.3862
2026-01-23 2025-12-31 13F CATERPILLAR COM 149123101 2,444 100 4.27 1,400 25.22 0.3131
2025-10-21 2025-09-30 13F CATERPILLAR COM 149123101 2,344 2 0.09 1,118 22.99 0.2603
2025-07-14 2025-06-30 13F CATERPILLAR COM 149123101 2,342 0 0.00 909 17.75 0.2357
2025-04-23 2025-03-31 13F CATERPILLAR COM 149123101 2,342 0 0.00 772 -9.07 0.2180
2025-01-24 2024-12-31 13F CATERPILLAR COM 149123101 2,342 -100 -4.10 850 -11.10 0.2306
2024-10-18 2024-09-30 13F CATERPILLAR COM 149123101 2,442 -100 -3.93 955 12.88 0.2644
2024-07-18 2024-06-30 13F CATERPILLAR COM 149123101 2,542 130 5.39 847 -4.19 0.2490
2024-04-19 2024-03-31 13F CATERPILLAR COM 149123101 2,412 12 0.50 884 24.54 0.2774
2024-01-25 2023-12-31 13F CATERPILLAR COM 149123101 2,400 100 4.35 710 13.08 0.2515
2023-10-25 2023-09-30 13F CATERPILLAR COM 149123101 2,300 -100 -4.17 628 6.27 0.2296
2023-07-21 2023-06-30 13F CATERPILLAR COM 149123101 2,400 0 0.00 591 7.47 0.2065
2023-07-20 2023-03-31 13F/A-1 CATERPILLAR COM 149123101 2,400 -100 -4.00 549 -8.19 0.2035
2023-04-17 2023-03-31 13F CATERPILLAR COM 149123101 2,400 -100 549 0.2001
2023-01-13 2022-12-31 13F CATERPILLAR COM 149123101 2,500 -400 -13.79 599 25.63 0.2251
2022-10-11 2022-09-30 13F CATERPILLAR COM 149123101 2,900 -500 -14.71 476 -21.71 0.1756
2022-07-06 2022-06-30 13F CATERPILLAR COM 149123101 3,400 0 0.00 608 -19.79 0.2057
2022-04-12 2022-03-31 13F CATERPILLAR COM 149123101 3,400 -300 -8.11 758 -0.92 0.2070
2022-01-13 2021-12-31 13F CATERPILLAR COM 149123101 3,700 0 0.00 765 7.75 0.1908
2021-10-20 2021-09-30 13F CATERPILLAR COM 149123101 3,700 3,700 710 -11.80 0.1925
2021-07-12 2021-06-30 13F CATERPILLAR COM 149123101 0 -3,700 -100.00 805 -6.18 0.2184
2021-04-12 2021-03-31 13F CATERPILLAR COM 149123101 3,700 -400 -9.76 858 15.01 0.2514
2021-01-26 2020-12-31 13F CATERPILLAR COM 149123101 4,100 0 0.00 746 21.90 0.2306
2020-10-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 4,100 0 0.00 612 17.92 0.2108
2020-07-07 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 4,100 0 0.00 519 9.03 0.2006
2020-04-08 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 4,100 -600 -12.77 476 -31.41 0.2350
2020-01-10 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 4,700 0 0.00 694 16.84 0.2578
2019-10-10 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 4,700 0 0.00 594 -7.33 0.2381
2019-07-12 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 4,700 100 2.17 641 2.89 0.2735
2019-04-18 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 4,600 -1,000 -17.86 623 -12.50 0.2738
2019-01-17 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 5,600 800 16.67 712 -2.73 0.3220
2018-10-09 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 4,800 1,000 26.32 732 41.86 0.2781
2018-07-27 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 3,800 1,500 65.22 516 52.21 0.2157
2018-04-18 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 2,300 0 0.00 339 -6.35 0.1458
2018-01-16 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 2,300 2,300 362 0.1526
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.