Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionOld Republic International Corp
Latest Disclosed Ownership85,500 shares
Latest Disclosed Value $ 60,573
Old Republic International Corp ownership in CAT / Caterpillar Inc.

On April 27, 2026 - Old Republic International Corp filed a 13F-HR form disclosing ownership of 85,500 shares of Caterpillar Inc. (MX:CAT) valued at $60,573 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 85,500 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)
2026-04-27 2026-03-31 13F CATERPILLAR Common 149123101 85,500 0 0.00 61 25.00 2.4074
2026-02-09 2025-12-31 13F CATERPILLAR COMMON 149123101 85,500 -91,500 -51.69 49 -42.86 1.9785
2025-10-27 2025-09-30 13F CATERPILLAR Common 149123101 177,000 0 0.00 84 23.53 3.1317
2025-07-09 2025-06-30 13F CATERPILLAR Common 149123101 177,000 0 0.00 69 17.24 2.6940
2025-04-29 2025-03-31 13F CATERPILLAR Common 149123101 177,000 0 0.00 58 -9.37 2.2675
2025-02-04 2024-12-31 13F CATERPILLAR Common 149123101 177,000 0 0.00 64 -7.25 2.5294
2024-10-25 2024-09-30 13F CATERPILLAR Common 149123101 177,000 0 0.00 69 18.97 2.5963
2024-07-29 2024-06-30 13F CATERPILLAR Common 149123101 177,000 0 0.00 59 -9.37 2.4010
2024-04-29 2024-03-31 13F CATERPILLAR Common 149123101 177,000 -85,000 -32.44 65 -16.88 2.5508
2024-02-07 2023-12-31 13F CATERPILLAR Common 149123101 262,000 -34,500 -11.64 77 -3.75 2.9190
2023-11-06 2023-09-30 13F CATERPILLAR Common 149123101 296,500 -52,500 -15.04 81 -5.88 3.0219
2023-08-04 2023-06-30 13F CATERPILLAR Common 149123101 349,000 0 0.00 86 7.59 2.8174
2023-05-18 2023-03-31 13F CATERPILLAR Common 149123101 349,000 0 0.00 80 -4.82 2.5543
2023-02-21 2022-12-31 13F CATERPILLAR Common 149123101 349,000 -199,500 -36.37 84 -99.91 2.6228
2022-11-18 2022-09-30 13F CATERPILLAR Common 149123101 548,500 0 0.00 89,998 -8.21 2.9883
2022-08-12 2022-06-30 13F CATERPILLAR Common 149123101 548,500 0 0.00 98,050 -19.77 2.3655
2022-05-13 2022-03-31 13F CATERPILLAR Common 149123101 548,500 -18,500 -3.26 122,217 4.26 2.4794
2022-02-17 2021-12-31 13F CATERPILLAR Common 149123101 567,000 0 0.00 117,222 7.69 2.2276
2021-11-04 2021-09-30 13F CATERPILLAR Common 149123101 567,000 0 0.00 108,847 -11.79 2.2727
2021-07-29 2021-06-30 13F CATERPILLAR Common 149123101 567,000 0 0.00 123,396 -6.14 2.3892
2021-05-17 2021-03-31 13F CATERPILLAR Common 149123101 567,000 0 0.00 131,470 27.39 3.1043
2021-03-03 2020-12-31 13F CATERPILLAR Common 149123101 567,000 0 0.00 103,205 22.04 2.5659
2020-11-04 2020-09-30 13F CATERPILLAR Common 149123101 567,000 0 0.00 84,568 17.90 2.3143
2020-11-04 2020-06-30 13F/A-1 CATERPILLAR Common 149123101 567,000 0 0.00 71,726 9.01 2.0304
2020-09-17 2020-06-30 13F CATERPILLAR Common 149123101 567,000 0 68,646 2,144,648.6570
2020-05-07 2020-03-31 13F CATERPILLAR Common 149123101 567,000 60,000 11.83 65,795 -12.13 2.0635
2020-01-29 2019-12-31 13F CATERPILLAR Common 149123101 507,000 72,000 16.55 74,874 36.27 1.8727
2019-10-31 2019-09-30 13F CATERPILLAR Common 149123101 435,000 176,000 67.95 54,945 55.66 1.4696
2019-08-13 2019-06-30 13F CATERPILLAR Common 149123101 259,000 147,000 131.25 35,299 132.61 0.9136
2019-04-26 2019-03-31 13F CATERPILLAR Common 149123101 112,000 0 0.00 15,175 6.63 0.4088
2019-01-29 2018-12-31 13F CATERPILLAR Common 149123101 112,000 112,000 0.00 14,232 -6.21 0.4244
2018-02-20 2017-12-31 13F CATERPILLAR Common 149123101 0 -559,100 -100.00 0 -100.00
2017-11-01 2017-09-30 13F CATERPILLAR Common 149123101 559,100 -196,000 -25.96 69,725 -14.07 2.3058
2017-08-02 2017-06-30 13F CATERPILLAR Common 149123101 755,100 0 0.00 81,143 15.85 2.6456
2017-05-22 2017-03-31 13F CATERPILLAR Common 149123101 755,100 0 0.00 70,043 0.02 2.4139
2017-01-31 2016-12-31 13F CATERPILLAR Common 149123101 755,100 0 0.00 70,028 17.48 2.5127
2016-11-17 2016-09-30 13F CATERPILLAR Common 149123101 755,100 185,000 32.45 59,609 37.92 2.5833
2016-08-02 2016-06-30 13F CATERPILLAR Common 149123101 570,100 40,000 7.55 43,219 6.52 1.9312
2016-05-25 2016-03-31 13F CATERPILLAR Common 149123101 530,100 153,000 40.57 40,574 58.32 2.0012
2016-02-26 2015-12-31 13F CATERPILLAR Common 149123101 377,100 5,900 1.59 25,628 -17.95 1.3738
2015-11-04 2015-09-30 13F CATERPILLAR Common 149123101 371,200 167,000 81.78 31,234 80.33 1.7067
2015-08-05 2015-06-30 13F CATERPILLAR Common 149123101 204,200 0 0.00 17,320 5.98 0.9928
2015-06-18 2015-03-31 13F CATERPILLAR Common 149123101 204,200 68,000 49.93 16,342 31.09 0.9116
2015-02-27 2014-12-31 13F CATERPILLAR Common 149123101 136,200 136,200 12,466 0.7126
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.