Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionPatten & Patten Inc/tn
Latest Disclosed Ownership3,712 shares
Latest Disclosed Value $ 2,629,580
Patten & Patten Inc/tn ownership in CAT / Caterpillar Inc.

On May 1, 2026 - Patten & Patten Inc/tn filed a 13F-HR form disclosing ownership of 3,712 shares of Caterpillar Inc. (MX:CAT) valued at $2,629,580 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 3,712 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)
2026-05-01 2026-03-31 13F CATERPILLAR COM 149123101 3,712 0 0.00 2,630 23.66 0.1587
2026-02-03 2025-12-31 13F CATERPILLAR COM 149123101 3,712 -13 -0.35 2,126 19.64 0.1248
2025-10-31 2025-09-30 13F CATERPILLAR COM 149123101 3,725 -35 -0.93 1,777 21.80 0.1044
2025-07-28 2025-06-30 13F CATERPILLAR COM 149123101 3,760 -139 -3.57 1,460 13.54 0.0944
2025-05-07 2025-03-31 13F CATERPILLAR COM 149123101 3,899 -25 -0.64 1,286 -9.70 0.0861
2025-02-10 2024-12-31 13F CATERPILLAR COM 149123101 3,924 100 2.62 1,423 -4.82 0.0940
2024-11-04 2024-09-30 13F CATERPILLAR COM 149123101 3,824 -44 -1.14 1,496 16.07 0.0992
2024-08-13 2024-06-30 13F CATERPILLAR COM 149123101 3,868 -45 -1.15 1,288 -10.12 0.0901
2024-05-10 2024-03-31 13F CATERPILLAR COM 149123101 3,913 -397 -9.21 1,434 12.48 0.1021
2024-01-23 2023-12-31 13F Caterpillar COM 149123101 4,310 -268 -5.85 1,274 2.00 0.1046
2023-10-27 2023-09-30 13F Caterpillar COM 149123101 4,578 -114 -2.43 1,250 8.23 0.1098
2023-07-14 2023-06-30 13F Caterpillar COM 149123101 4,692 897 23.64 1,154 32.95 0.0954
2023-04-25 2023-03-31 13F Caterpillar COM 149123101 3,795 1 0.03 869 0.0764
2023-02-01 2022-12-31 13F Caterpillar COM 149123101 3,794 -155 -3.93 1 -100.00 0.0825
2022-10-19 2022-09-30 13F Caterpillar COM 149123101 3,949 2 0.05 648 -8.22 0.0615
2022-08-02 2022-06-30 13F Caterpillar COM 149123101 3,947 476 13.71 706 -8.67 0.0620
2022-04-25 2022-03-31 13F Caterpillar COM 149123101 3,471 -3 -0.09 773 7.66 0.0564
2022-01-26 2021-12-31 13F Caterpillar COM 149123101 3,474 308 9.73 718 18.09 0.0496
2021-10-22 2021-09-30 13F Caterpillar COM 149123101 3,166 108 3.53 608 -8.57 0.0462
2021-07-13 2021-06-30 13F Caterpillar COM 149123101 3,058 16 0.53 665 -5.67 0.0507
2021-04-23 2021-03-31 13F Caterpillar COM 149123101 3,042 2 0.07 705 27.49 0.0577
2021-01-19 2020-12-31 13F Caterpillar COM 149123101 3,040 101 3.44 553 26.26 0.0482
2020-10-08 2020-09-30 13F Caterpillar COM 149123101 2,939 -123 -4.02 438 13.18 0.0436
2020-07-21 2020-06-30 13F Caterpillar COM 149123101 3,062 887 40.78 387 53.57 0.0423
2020-04-16 2020-03-31 13F Caterpillar COM 149123101 2,175 -145 -6.25 252 -26.53 0.0332
2020-01-13 2019-12-31 13F Caterpillar COM 149123101 2,320 150 6.91 343 25.18 0.0345
2019-10-15 2019-09-30 13F Caterpillar COM 149123101 2,170 225 11.57 274 3.40 0.0299
2019-07-11 2019-06-30 13F Caterpillar COM 149123101 1,945 -75 -3.71 265 -3.28 0.0287
2019-04-23 2019-03-31 13F Caterpillar COM 149123101 2,020 0 0.00 274 6.61 0.0301
2019-01-17 2018-12-31 13F Caterpillar COM 149123101 2,020 0 0.00 257 -16.56 0.0315
2018-10-17 2018-09-30 13F Caterpillar COM 149123101 2,020 0 0.00 308 12.41 0.0305
2018-07-18 2018-06-30 13F Caterpillar COM 149123101 2,020 0 0.00 274 -8.05 0.0281
2018-04-20 2018-03-31 13F Caterpillar COM 149123101 2,020 0 0.00 298 -6.29 0.0305
2018-01-22 2017-12-31 13F Caterpillar COM 149123101 2,020 180 9.78 318 38.86 0.0318
2017-10-12 2017-09-30 13F Caterpillar COM 149123101 1,840 1,840 -8.91 229 -27.99 0.0241
2016-04-15 2016-03-31 13F Caterpillar COM 149123101 0 -4,880 -100.00 0 -100.00
2016-02-29 2015-12-31 13F Caterpillar COM 149123101 4,880 -225 -4.41 332 -0.60 0.0459
2015-10-22 2015-09-30 13F Caterpillar COM 149123101 5,105 -950 -15.69 334 -35.02 0.0510
2015-08-31 2015-06-30 13F Caterpillar COM 149123101 6,055 -125 -2.02 514 3.84 0.0746
2015-04-16 2015-03-31 13F Caterpillar COM 149123101 6,180 500 8.80 495 -4.81 0.0712
2015-01-21 2014-12-31 13F Caterpillar COM 149123101 5,680 240 4.41 520 -3.53 0.0786
2014-10-14 2014-09-30 13F Caterpillar COM 149123101 5,440 150 2.84 539 -6.26 0.0858
2014-07-25 2014-06-30 13F Caterpillar COM 149123101 5,290 -3,409 -39.19 575 -33.45 0.0935
2014-04-24 2014-03-31 13F Caterpillar COM 149123101 8,699 -1,244 -12.51 864 -4.32 0.1169
2014-01-15 2013-12-31 13F Caterpillar COM 149123101 9,943 174 1.78 903 10.80 0.1259
2013-10-15 2013-09-30 13F/A-1 Caterpillar COM 149123101 9,769 -30,829 -75.94 815 -75.66 0.1265
2013-10-15 2013-09-30 13F Caterpillar COM 149123101 40,598 3,349
2013-07-12 2013-06-30 13F Caterpillar COM 149123101 40,598 40,598 3,349 0.5485
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.