Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionTRUE Private Wealth Advisors
Latest Disclosed Ownership2,099 shares
Latest Disclosed Value $ 1,487,381
TRUE Private Wealth Advisors reports 5.71% decrease in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - TRUE Private Wealth Advisors filed a 13F-HR form disclosing ownership of 2,099 shares of Caterpillar Inc. (MX:CAT) valued at $1,487,381 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,226 shares of Caterpillar Inc.. This represents a change in shares of -5.71% 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)
2026-05-15 2026-03-31 13F CATERPILLAR COM 149123101 2,099 -127 -5.71 1,487 16.63 0.1418
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 2,226 -143 -6.04 1,275 12.83 0.1278
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 2,369 -309 -11.54 1,131 8.76 0.1154
2025-08-11 2025-06-30 13F CATERPILLAR COM 149123101 2,678 17 0.64 1,040 18.47 0.1168
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 2,661 -66 -2.42 878 -11.32 0.1066
2025-02-13 2024-12-31 13F CATERPILLAR COM 149123101 2,727 3 0.11 989 -7.14 0.1201
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 2,724 -1,596 -36.94 1,066 -25.94 0.1271
2024-07-16 2024-06-30 13F CATERPILLAR COM 149123101 4,320 18 0.42 1,439 -8.76 0.1629
2024-04-25 2024-03-31 13F CATERPILLAR COM 149123101 4,302 -10 -0.23 1,577 23.70 0.1808
2024-01-30 2023-12-31 13F CATERPILLAR COM 149123101 4,312 -30 -0.69 1,275 7.51 0.1614
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 4,342 137 3.26 1,185 14.60 0.1646
2023-08-11 2023-06-30 13F CATERPILLAR COM 149123101 4,205 -26 -0.61 1,035 6.82 0.1529
2023-05-11 2023-03-31 13F CATERPILLAR COM 149123101 4,231 -17 -0.40 968 -4.82 0.1433
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 4,248 -144 -3.28 1,018 41.25 0.1567
2022-11-04 2022-09-30 13F CATERPILLAR INC COM COM 149123101 4,392 -226 -4.89 720 -12.73 0.1090
2022-07-28 2022-06-30 13F CATERPILLAR INC COM COM 149123101 4,618 532 13.02 825 -9.24 0.1200
2022-05-09 2022-03-31 13F CATERPILLAR INC COM COM 149123101 4,086 -27 -0.66 909 6.94 0.1279
2022-02-11 2021-12-31 13F CATERPILLAR INC COM COM 149123101 4,113 -10 -0.24 850 7.46 0.1210
2021-11-05 2021-09-30 13F Caterpillar COM 149123101 4,123 125 3.13 791 -9.08 0.1151
2021-08-10 2021-06-30 13F Caterpillar COM 149123101 3,998 80 2.04 870 -4.19 0.1292
2021-05-12 2021-03-31 13F Caterpillar COM 149123101 3,918 70 1.82 908 29.71 0.1467
2021-01-11 2020-12-31 13F Caterpillar COM 149123101 3,848 -99 -2.51 700 19.05 0.1173
2020-10-09 2020-09-30 13F Caterpillar COM 149123101 3,947 1 0.03 588 17.84 0.1004
2020-07-07 2020-06-30 13F Caterpillar COM 149123101 3,946 -2,018 -33.84 499 -27.89 0.0913
2020-04-20 2020-03-31 13F Caterpillar COM 149123101 5,964 -36 -0.60 692 -21.90 0.1474
2020-01-27 2019-12-31 13F Caterpillar COM 149123101 6,000 2,040 51.52 886 77.20 0.1358
2019-10-09 2019-09-30 13F Caterpillar COM 149123101 3,960 -236 -5.62 500 -12.43 0.0864
2019-08-01 2019-06-30 13F Caterpillar COM 149123101 4,196 364 9.50 571 10.02 0.0973
2019-04-25 2019-03-31 13F Caterpillar COM 149123101 3,832 934 32.23 519 41.03 0.0989
2019-01-14 2018-12-31 13F Caterpillar COM 149123101 2,898 625 27.50 368 -99.89 0.0649
2018-10-18 2018-09-30 13F Caterpillar COM 149123101 2,273 -488 -17.67 346,551 92,560.70 0.0488
2018-07-13 2018-06-30 13F Caterpillar COM 149123101 2,761 37 1.36 374 -6.73 0.0587
2018-04-25 2018-03-31 13F Caterpillar COM 149123101 2,724 467 20.69 401 12.96 0.0688
2018-01-19 2017-12-31 13F Caterpillar COM 149123101 2,257 2,257 355 0.0615
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.