Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionFiduciary Group LLC
Latest Disclosed Ownership2,264 shares
Latest Disclosed Value $ 1,603,613
Fiduciary Group LLC reports 7.59% decrease in ownership of CAT / Caterpillar Inc.

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 2,264 shares of Caterpillar Inc. (MX:CAT) valued at $1,603,613 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,450 shares of Caterpillar Inc.. This represents a change in shares of -7.59% 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)
2026-05-11 2026-03-31 13F CATERPILLAR COM 149123101 2,264 -186 -7.59 1,604 14.26 0.1369
2026-02-12 2025-12-31 13F CATERPILLAR COM 149123101 2,450 0 0.00 1,403 20.12 0.1179
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 2,450 177 7.79 1,169 32.43 0.1027
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 2,273 0 0.00 882 17.76 0.0830
2025-04-28 2025-03-31 13F CATERPILLAR COM 149123101 2,273 -5 -0.22 749 -9.32 0.0751
2025-02-11 2024-12-31 13F CATERPILLAR COM 149123101 2,278 82 3.73 826 -3.73 0.0829
2024-11-13 2024-09-30 13F CATERPILLAR COM 149123101 2,196 29 1.34 859 19.00 0.0870
2024-08-08 2024-06-30 13F CATERPILLAR COM 149123101 2,167 -30 -1.37 722 -10.32 0.0776
2024-05-13 2024-03-31 13F CATERPILLAR COM 149123101 2,197 0 0.00 805 23.88 0.0877
2024-02-05 2023-12-31 13F CATERPILLAR COM 149123101 2,197 1 0.05 649 8.35 0.0761
2023-11-13 2023-09-30 13F/A-1 CATERPILLAR COM 149123101 2,196 0 0.00 600 10.93 0.0765
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 2,196 0 600 0.0765
2023-07-27 2023-06-30 13F CATERPILLAR COM 149123101 2,196 -75 -3.30 540 4.05 0.0664
2023-05-15 2023-03-31 13F/A-1 CATERPILLAR COM 149123101 2,271 -124 -5.18 520 -9.42 0.0675
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 2,271 -124 476 0.0611
2023-02-07 2022-12-31 13F CATERPILLAR COM 149123101 2,395 90 3.90 574 6.90 0.0764
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 2,305 37 1.63 536 21.82 0.0694
2022-08-12 2022-06-30 13F CATERPILLAR COM 149123101 2,268 1,152 103.23 440 92.14 0.0550
2022-05-13 2022-03-31 13F CATERPILLAR COM 149123101 1,116 61 5.78 229 5.05 0.0302
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 1,055 0 0.00 218 3.32 0.0242
2021-10-27 2021-09-30 13F CATERPILLAR COM 149123101 1,055 0 0.00 211 -2.31 0.0239
2021-08-05 2021-06-30 13F CATERPILLAR COM 149123101 1,055 0 0.00 216 -10.37 0.0250
2021-05-03 2021-03-31 13F CATERPILLAR COM 149123101 1,055 0 0.00 241 15.31 0.0293
2021-02-12 2020-12-31 13F CATERPILLAR COM 149123101 1,055 -820 -43.73 209 -25.36 0.0276
2020-11-12 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,875 -175 -8.54 280 8.11 0.0423
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 2,050 132 6.88 259 16.14 0.0432
2020-05-11 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 1,918 57 3.06 223 -18.91 0.0438
2020-02-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 1,861 0 0.00 275 17.02 0.0439
2019-11-13 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 1,861 -9 -0.48 235 -7.84 0.0411
2019-08-05 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 1,870 10 0.54 255 1.19 0.0458
2019-05-08 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 1,860 200 12.05 252 19.43 0.0469
2019-02-13 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 1,660 183 12.39 211 -6.22 0.0436
2018-10-18 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 1,477 -57 -3.72 225 8.17 0.0441
2018-08-02 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 1,534 -50 -3.16 208 -10.73 0.0440
2018-05-14 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 1,584 50 3.26 233 -3.72 0.0505
2018-02-02 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 1,534 1,534 242 0.0517
2016-02-12 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -3,724 -100.00 0 -100.00
2015-11-12 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 3,724 20 0.54 243 -22.61 0.0808
2015-07-30 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 3,704 3,704 314 0.0988
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.