Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionJustInvest LLC
Latest Disclosed Ownership81,130 shares
Latest Disclosed Value $ 57,477,360
JustInvest LLC reports 5.53% increase in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - JustInvest LLC filed a 13F-HR form disclosing ownership of 81,130 shares of Caterpillar Inc. (MX:CAT) valued at $57,477,360 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 76,875 shares of Caterpillar Inc.. This represents a change in shares of 5.53% 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)
2026-05-14 2026-03-31 13F CATERPILLAR COM 149123101 81,130 4,255 5.53 57,477 30.51 0.5641
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 76,875 3,512 4.79 44,039 25.75 0.4296
2025-10-31 2025-09-30 13F CATERPILLAR COM 149123101 73,363 2,565 3.62 35,023 27.36 0.3587
2025-07-25 2025-06-30 13F CATERPILLAR COM 149123101 70,798 9,541 15.58 27,499 36.12 0.3104
2025-05-14 2025-03-31 13F CATERPILLAR COM 149123101 61,257 3,328 5.74 20,202 -3.86 0.2979
2025-02-10 2024-12-31 13F CATERPILLAR COM 149123101 57,929 4,597 8.62 21,014 0.74 0.3174
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 53,332 4,320 8.81 20,859 29.54 0.3359
2024-08-12 2024-06-30 13F CATERPILLAR COM 149123101 49,012 4,348 9.73 16,103 -1.61 0.3066
2024-05-09 2024-03-31 13F CATERPILLAR COM 149123101 44,664 4,149 10.24 16,366 36.62 0.3512
2024-02-08 2023-12-31 13F CATERPILLAR COM 149123101 40,515 519 1.30 11,979 9.72 0.3108
2023-11-08 2023-09-30 13F CATERPILLAR COM 149123101 39,996 3,905 10.82 10,919 22.95 0.3264
2023-07-28 2023-06-30 13F CATERPILLAR COM 149123101 36,091 2,627 7.85 8,880 16.00 0.2720
2023-05-10 2023-03-31 13F CATERPILLAR COM 149123101 33,464 2,886 9.44 7,655 4.51 0.2659
2023-02-10 2022-12-31 13F CATERPILLAR COM 149123101 30,578 8,106 36.07 7,325 98.67 0.3023
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 22,472 1,651 7.93 3,687 -0.94 0.1667
2022-08-12 2022-06-30 13F/A-1 CATERPILLAR COM 149123101 20,821 -1,213 -5.51 3,722 -24.18 0.1724
2022-08-09 2022-06-30 13F CATERPILLAR COM 149123101 20,821 -1,213 3,722 0.1724
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 22,034 1,708 8.40 4,909 16.83 0.2376
2022-02-23 2021-12-31 13F CATERPILLAR COM 149123101 20,326 11,615 133.34 4,202 151.32 0.2477
2021-11-09 2021-09-30 13F CATERPILLAR COM 149123101 8,711 834 10.59 1,672 -2.45 0.1502
2021-08-11 2021-06-30 13F/A-1 CATERPILLAR COM 149123101 7,877 330 4.37 1,714 -2.06 0.1794
2021-07-21 2021-06-30 13F CATERPILLAR COM 149123101 7,547 0 1,750 0.2664
2021-04-28 2021-03-31 13F CATERPILLAR COM 149123101 7,547 2,053 37.37 1,750 75.00 0.2649
2021-01-20 2020-12-31 13F/A-1 CATERPILLAR COM 149123101 5,494 758 16.01 1,000 41.64 0.2175
2020-10-26 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 4,736 792 20.08 706 41.48 0.1981
2020-07-27 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,944 991 33.56 499 45.48 0.2263
2020-05-13 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 2,953 2,953 343 0.2000
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.