Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionStandard Life Aberdeen plc
Latest Disclosed Ownership517,089 shares
Latest Disclosed Value $ 366,336,873
Standard Life Aberdeen plc reports 4.57% increase in ownership of CAT / Caterpillar Inc.

On April 29, 2026 - Standard Life Aberdeen plc filed a 13F-HR form disclosing ownership of 517,089 shares of Caterpillar Inc. (MX:CAT) valued at $366,336,873 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 494,496 shares of Caterpillar Inc.. This represents a change in shares of 4.57% 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.

Upgrade to unlock premium data and export to Excel .

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 517,089 22,593 4.57 366,337 29.32 0.3210
2026-01-16 2025-12-31 13F CATERPILLAR COM 149123101 494,496 -5,724 -1.14 283,282 19.95 0.4386
2025-11-07 2025-09-30 13F CATERPILLAR COM 149123101 500,220 65,634 15.10 236,164 40.10 0.3735
2025-07-24 2025-06-30 13F CATERPILLAR COM 149123101 434,586 17,826 4.28 168,563 23.32 0.2867
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 416,760 122,185 41.48 136,689 27.85 0.2666
2025-01-24 2024-12-31 13F CATERPILLAR COM 149123101 294,575 -22,014 -6.95 106,912 -13.53 0.2007
2024-10-25 2024-09-30 13F CATERPILLAR COM 149123101 316,589 -45,098 -12.47 123,634 2.62 0.2267
2024-08-09 2024-06-30 13F CATERPILLAR COM 149123101 361,687 -10,134 -2.73 120,478 -11.57 0.2309
2024-05-09 2024-03-31 13F CATERPILLAR COM 149123101 371,821 3,430 0.93 136,246 25.09 0.2671
2024-01-31 2023-12-31 13F CATERPILLAR COM 149123101 368,391 89,447 32.07 108,922 43.03 0.2361
2023-11-07 2023-09-30 13F CATERPILLAR COM 149123101 278,944 1,257 0.45 76,152 11.46 0.1943
2024-06-20 2023-06-30 13F/A-1 CATERPILLAR COM 149123101 277,687 -70,827 -20.32 68,325 -14.33 0.1590
2023-08-04 2023-06-30 13F CATERPILLAR COM 149123101 277,687 -70,827 68,325 0.1590
2024-06-20 2023-03-31 13F/A-1 CATERPILLAR COM 149123101 348,514 35,488 11.34 79,754 6.35 0.1996
2023-04-28 2023-03-31 13F CATERPILLAR COM 149123101 348,514 35,488 79,754 0.1996
2024-06-20 2022-12-31 13F/A-1 CATERPILLAR COM 149123101 313,026 22,479 7.74 74,989 57.30 0.2039
2023-02-10 2022-12-31 13F CATERPILLAR COM 149123101 313,026 22,479 74,989 0.2039
2022-11-10 2022-09-30 13F CATERPILLAR COM 149123101 290,547 103,707 55.51 47,673 41.36 0.1419
2022-08-05 2022-06-30 13F CATERPILLAR COM 149123101 186,840 9,188 5.17 33,724 -15.34 0.1060
2022-05-04 2022-03-31 13F CATERPILLAR COM 149123101 177,652 -37,077 -17.27 39,833 -10.27 0.1018
2022-02-10 2021-12-31 13F/A-1 CATERPILLAR COM 149123101 214,729 -12,634 -5.56 44,393 0.66 0.0975
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 214,729 -12,634 44,393 0.0320
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 227,363 -2,461 -1.07 44,100 -11.85 0.0994
2021-08-10 2021-06-30 13F CATERPILLAR COM 149123101 229,824 -723 -0.31 50,026 -6.53 0.1096
2021-05-06 2021-03-31 13F CATERPILLAR COM 149123101 230,547 -572 -0.25 53,520 27.22 0.1217
2021-02-10 2020-12-31 13F CATERPILLAR COM 149123101 231,119 2,970 1.30 42,068 23.63 0.1025
2020-10-21 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 228,149 -32,655 -12.52 34,028 3.14 0.0908
2020-08-10 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 260,804 -12,443 -4.55 32,992 3.98 0.0893
2020-05-13 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 273,247 -490 -0.18 31,728 -21.51 0.1008
2020-02-18 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 273,737 -14,186 -4.93 40,425 11.12 0.0977
2019-11-13 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 287,923 -38,883 -11.90 36,380 -18.34 0.0907
2019-08-13 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 326,806 43,673 15.42 44,553 16.14 0.0989
2019-05-14 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 283,133 80,740 39.89 38,362 49.64 0.0831
2019-02-12 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 202,393 -7,493 -3.57 25,636 -19.91 0.0609
2018-11-20 2018-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 209,886 18,610 9.73 32,008 23.30 0.0597
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 209,886 18,610 32,008
2018-08-09 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 191,276 33,024 20.87 25,959 11.30 0.0499
2018-05-15 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 158,252 -29,018 -15.50 23,323 -20.99 0.0463
2018-02-12 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 187,270 2,465 1.33 29,519 28.08 0.0565
2017-11-14 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 184,805 184,805 23,047 0.0420
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.