Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionSanchez Wealth Management Group
Latest Disclosed Ownership1,439 shares
Latest Disclosed Value $ 1,019,696
Sanchez Wealth Management Group reports 0.55% decrease in ownership of CAT / Caterpillar Inc.

On April 29, 2026 - Sanchez Wealth Management Group filed a 13F-HR form disclosing ownership of 1,439 shares of Caterpillar Inc. (MX:CAT) valued at $1,019,696 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,447 shares of Caterpillar Inc.. This represents a change in shares of -0.55% 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)
2026-04-29 2026-03-31 13F CATERPILLAR COM 149123101 1,439 -8 -0.55 1,020 22.92 0.2205
2026-02-04 2025-12-31 13F CATERPILLAR COM 149123101 1,447 3 0.21 829 20.49 0.1773
2025-11-06 2025-09-30 13F CATERPILLAR COM 149123101 1,444 6 0.42 689 23.30 0.1530
2025-08-07 2025-06-30 13F CATERPILLAR COM 149123101 1,438 -86 -5.64 558 11.16 0.1346
2025-04-16 2025-03-31 13F CATERPILLAR COM 149123101 1,524 6 0.40 503 -8.73 0.1365
2025-01-28 2024-12-31 13F CATERPILLAR COM 149123101 1,518 -43 -2.75 551 -9.84 0.1505
2024-11-05 2024-09-30 13F CATERPILLAR COM 149123101 1,561 7 0.45 610 17.99 0.1860
2024-07-17 2024-06-30 13F CATERPILLAR COM 149123101 1,554 5 0.32 518 -8.82 0.1678
2024-05-07 2024-03-31 13F CATERPILLAR COM 149123101 1,549 7 0.45 567 24.34 0.1922
2024-01-16 2023-12-31 13F CATERPILLAR COM 149123101 1,542 8 0.52 456 9.09 0.1662
2023-10-27 2023-09-30 13F CATERPILLAR COM 149123101 1,534 -89 -5.48 419 4.76 0.1690
2023-08-01 2023-06-30 13F CATERPILLAR COM 149123101 1,623 9 0.56 399 8.13 0.1617
2023-05-04 2023-03-31 13F CATERPILLAR COM 149123101 1,614 8 0.50 369 -3.91 0.1626
2023-02-08 2022-12-31 13F CATERPILLAR COM 149123101 1,606 8 0.50 385 46.56 0.1886
2022-10-13 2022-09-30 13F CATERPILLAR COM 149123101 1,598 10 0.63 262 -7.75 0.1430
2022-07-13 2022-06-30 13F CATERPILLAR COM 149123101 1,588 9 0.57 284 -19.32 0.1412
2022-04-19 2022-03-31 13F CATERPILLAR COM 149123101 1,579 9 0.57 352 8.31 0.1480
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 1,570 8 0.51 325 8.33 0.1371
2021-10-19 2021-09-30 13F CATERPILLAR COM 149123101 1,562 9 0.58 300 -11.24 0.1346
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 1,553 6 0.39 338 -5.85 0.1543
2021-04-29 2021-03-31 13F CATERPILLAR COM 149123101 1,547 8 0.52 359 28.21 0.1826
2021-02-01 2020-12-31 13F CATERPILLAR COM 149123101 1,539 9 0.59 280 22.81 0.1505
2020-11-10 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,530 1,530 228 0.1348
2020-05-14 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -1,502 -100.00 0 -100.00
2020-01-21 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 1,502 1,502 222 0.1608
2019-11-08 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 0 -1,478 -100.00 0 -100.00
2019-07-31 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 1,478 -140 -8.65 201 -8.22 0.1732
2019-05-06 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 1,618 18 1.12 219 7.88 0.1955
2019-02-01 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 1,600 11 0.69 203 -16.12 0.2240
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 1,589 10 0.63 242 13.08 0.2480
2018-08-14 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 1,579 -676 -29.98 214 -33.95 0.2026
2018-05-14 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 2,255 11 0.49 324 -13.14 0.3272
2018-02-12 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 2,244 2,244 373 0.3850
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.