Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership156,746 shares
Latest Disclosed Value $ 111,047,977
Mercer Global Advisors Inc /adv reports 0.13% increase in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 156,746 shares of Caterpillar Inc. (MX:CAT) valued at $111,047,977 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 156,535 shares of Caterpillar Inc.. This represents a change in shares of 0.13% 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 156,746 211 0.13 111,048 20.52 0.1643
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 156,535 16,299 11.62 92,137 37.70 0.1405
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 140,236 38,667 38.07 66,914 69.69 0.1117
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 101,569 -11,257 -9.98 39,433 6.01 0.0803
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 112,826 -524 -0.46 37,199 -9.53 0.0853
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 113,350 -27,609 -19.59 41,119 -25.65 0.1003
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 140,959 7,946 5.97 55,306 28.04 0.1294
2024-08-12 2024-06-30 13F CATERPILLAR COM 149123101 133,013 33,505 33.67 43,194 119,880.56 0.1178
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 99,508 10,223 11.45 36 38.46 0.1037
2024-02-15 2023-12-31 13F CATERPILLAR INC DEL COM 149123101 89,285 2,386 2.75 26 13.04 0.0794
2023-11-15 2023-09-30 13F/A-1 CATERPILLAR COM 149123101 86,899 -1,166 -1.32 24 9.52 0.0901
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 86,899 -1,166 24 0.0901
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 88,065 -600 -0.68 22 5.00 0.0860
2023-05-16 2023-03-31 13F CATERPILLAR COM 149123101 88,665 7,684 9.49 20 5.26 0.0922
2023-02-09 2022-12-31 13F CATERPILLAR INC DEL COM 149123101 80,981 1,829 2.31 19 -99.85 0.0972
2022-11-15 2022-09-30 13F CATERPILLAR INC DEL COM 149123101 79,152 11,259 16.58 12,987 7.01 0.0771
2022-08-10 2022-06-30 13F CATERPILLAR INC DEL COM 149123101 67,893 7,083 11.65 12,136 -10.44 0.0743
2022-05-10 2022-03-31 13F CATERPILLAR INC DEL COM 149123101 60,810 -4,988 -7.58 13,550 -0.39 0.0798
2022-02-04 2021-12-31 13F CATERPILLAR INC DEL COM 149123101 65,798 -9,439 -12.55 13,603 -5.82 0.0840
2021-11-10 2021-09-30 13F CATERPILLAR INC DEL COM 149123101 75,237 4,708 6.68 14,443 -5.91 0.1009
2021-08-10 2021-06-30 13F CATERPILLAR INC DEL COM 149123101 70,529 5,395 8.28 15,350 1.64 0.1181
2021-08-10 2021-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 65,134 3,889 6.35 15,103 35.48 0.1374
2021-05-11 2021-03-31 13F CATERPILLAR INC DEL COM 149123101 60,424 -821 14,010 0.1341
2021-02-12 2020-12-31 13F CATERPILLAR INC DEL COM 149123101 61,245 4,924 8.74 11,148 32.71 0.1392
2020-12-10 2020-09-30 13F CATERPILLAR INC DEL COM COM 149123101 56,321 1,480 2.70 8,400 21.09 0.1264
2020-08-10 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 54,841 7,251 15.24 6,937 25.62 0.1260
2020-05-18 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 47,590 17,798 59.74 5,522 25.50 0.1215
2020-02-13 2019-12-31 13F CATERPILLAR INC DEL COM COM 149123101 29,792 2,825 10.48 4,400 29.18 0.0879
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM COM 149123101 26,967 2,603 10.68 3,406 2.56 0.0801
2019-08-14 2019-06-30 13F CATERPILLAR INC DEL COM COM 149123101 24,364 1,204 5.20 3,321 5.83 0.0880
2019-04-23 2019-03-31 13F/A-1 CATERPILLAR INC DEL COM COM 149123101 23,160 23,160 3,138 0.1128
2019-04-12 2019-03-31 13F CATERPILLAR INC DEL COM COM 149123101 18,122 2,303 0.1227
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.