Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionTexas Yale Capital Corp.
Latest Disclosed Ownership3,896 shares
Latest Disclosed Value $ 2,760,160
Texas Yale Capital Corp. ownership in CAT / Caterpillar Inc.

On May 4, 2026 - Texas Yale Capital Corp. filed a 13F-HR form disclosing ownership of 3,896 shares of Caterpillar Inc. (MX:CAT) valued at $2,760,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,896 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)
2026-05-04 2026-03-31 13F CATERPILLAR COM 149123101 3,896 0 0.00 2,760 23.71 0.0783
2026-02-10 2025-12-31 13F CATERPILLAR COM 149123101 3,896 50 1.30 2,232 21.58 0.0677
2025-11-07 2025-09-30 13F CATERPILLAR COM 149123101 3,846 127 3.41 1,835 27.17 0.0578
2025-08-06 2025-06-30 13F CATERPILLAR COM 149123101 3,719 -393 -9.56 1,444 6.42 0.0473
2025-05-07 2025-03-31 13F CATERPILLAR COM 149123101 4,112 448 12.23 1,356 2.03 0.0557
2025-02-13 2024-12-31 13F CATERPILLAR COM 149123101 3,664 145 4.12 1,329 -3.42 0.0534
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 3,519 516 17.18 1,376 37.60 0.0598
2024-08-13 2024-06-30 13F CATERPILLAR COM 149123101 3,003 0 0.00 1,000 -9.09 0.0476
2024-05-08 2024-03-31 13F CATERPILLAR COM 149123101 3,003 50 1.69 1,100 26.00 0.0489
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 2,953 22 0.75 873 9.13 0.0416
2023-11-09 2023-09-30 13F CATERPILLAR COM 149123101 2,931 0 0.00 800 10.96 0.0361
2023-08-03 2023-06-30 13F CATERPILLAR COM 149123101 2,931 -75 -2.50 721 4.95 0.0339
2023-05-10 2023-03-31 13F CATERPILLAR COM 149123101 3,006 0 0.00 688 -4.58 0.0350
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 3,006 -15 -0.50 720 45.16 0.0411
2022-11-08 2022-09-30 13F CATERPILLAR COM 149123101 3,021 -437 -12.64 496 -19.74 0.0318
2022-08-11 2022-06-30 13F CATERPILLAR COM 149123101 3,458 90 2.67 618 -17.60 0.0400
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 3,368 -142 -4.05 750 3.31 0.0409
2022-02-10 2021-12-31 13F CATERPILLAR COM 149123101 3,510 100 2.93 726 10.84 0.0369
2021-11-08 2021-09-30 13F CATERPILLAR COM 149123101 3,410 75 2.25 655 -9.78 0.0371
2021-08-05 2021-06-30 13F CATERPILLAR COM 149123101 3,335 125 3.89 726 -2.42 0.0415
2021-05-12 2021-03-31 13F CATERPILLAR COM 149123101 3,210 -2,735 -46.01 744 -31.24 0.0467
2021-02-10 2020-12-31 13F CATERPILLAR COM 149123101 5,945 -35 -0.59 1,082 21.30 0.0727
2020-11-10 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 5,980 -180 -2.92 892 14.51 0.0684
2020-07-31 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 6,160 0 0.00 779 8.95 0.0634
2020-05-13 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 6,160 -1,001 -13.98 715 -32.42 0.0703
2020-02-11 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 7,161 0 0.00 1,058 16.91 0.0725
2019-10-31 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 7,161 0 0.00 905 -7.27 0.0649
2019-07-24 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 7,161 -6,275 -46.70 976 -46.37 0.0728
2019-05-10 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 13,436 7,397 122.49 1,820 137.29 0.0728
2019-02-11 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 6,039 484 8.71 767 -9.45 0.0692
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 5,555 0 0.00 847 12.33 0.0684
2018-08-07 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 5,555 -1,375 -19.84 754 -26.15 0.0647
2018-05-03 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 6,930 100 1.46 1,021 -5.11 0.0879
2018-02-07 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 6,830 -250 -3.53 1,076 21.86 0.0926
2017-11-08 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 7,080 0 0.00 883 16.03 0.0762
2017-08-03 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 7,080 0 0.00 761 15.83 0.0669
2017-05-03 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 7,080 -2,310 -24.60 657 -24.57 0.0579
2017-02-13 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 9,390 0 0.00 871 4.44 0.0823
2016-11-14 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 9,390 0 0.00 834 17.13 0.0802
2016-08-12 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 9,390 1,030 12.32 712 11.25 0.0708
2016-05-13 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 8,360 -480 -5.43 640 6.49 0.0659
2016-05-10 2015-12-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 8,840 3,285 59.14 601 65.56 0.0541
2016-02-05 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 8,840 601
2016-05-10 2015-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 5,555 2,700 94.57 363 50.00 0.0332
2015-11-10 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 5,555 363
2016-05-10 2015-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 2,855 0 0.00 242 6.14 0.0200
2015-07-30 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 2,855 242
2016-05-10 2015-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 2,855 -6,508 -69.51 228 -73.40 0.0182
2015-04-16 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 2,855 228
2015-02-12 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 9,363 -824 -8.09 857 -15.06 0.0742
2014-12-01 2014-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 10,187 1,652 19.36 1,009 8.85 0.0949
2014-11-13 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 10,187 1,009
2014-08-12 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 8,535 1,425 20.04 927 31.12 0.1162
2014-08-04 2014-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 7,110 7,110 707 0.0982
2014-05-15 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 7,110 707
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.