Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionKKM Financial LLC
Latest Disclosed Ownership2,297 shares
Latest Disclosed Value $ 1,315,882
KKM Financial LLC ownership in CAT / Caterpillar Inc.

On May 15, 2026 - KKM Financial LLC filed a 13F-HR form disclosing ownership of 2,297 shares of Caterpillar Inc. (MX:CAT) valued at $1,315,882 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 2,297 shares of Caterpillar Inc.. This represents a change in shares of 0.00% 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)
2026-05-15 2026-03-31 13F CATERPILLAR COM 149123101 2,297 0 0.00 1,316 0.00 0.2337
2026-02-18 2025-12-31 13F CATERPILLAR COM 149123101 2,297 -125 -5.16 1,316 13.85 0.2336
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 2,422 -150 -5.83 1,156 12.24 0.3634
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 2,572 -18 -0.69 1,030 21.06 0.3581
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 2,590 -19 -0.73 850 -10.05 0.3595
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 2,609 726 38.56 946 28.40 0.3943
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 1,883 -692 -26.87 736 -10.24 0.3643
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 2,575 0 0.00 821 -13.04 0.3892
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 2,575 692 36.75 944 69.60 0.4599
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 1,883 1,883 557 0.3506
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.