Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
Institution1832 Asset Management L.P.
Latest Disclosed Ownership194,231 shares
Latest Disclosed Value $ 137,604,894
1832 Asset Management L.P. reports 20,453.54% increase in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - 1832 Asset Management L.P. filed a 13F-HR form disclosing ownership of 194,231 shares of Caterpillar Inc. (MX:CAT) valued at $137,604,894 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 945 shares of Caterpillar Inc.. This represents a change in shares of 20,453.54% 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)
2026-05-14 2026-03-31 13F CATERPILLAR COM 149123101 194,231 193,286 20,453.54 137,605 25,335.12 0.1265
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 945 -252,715 -99.63 541 -99.55 0.0004
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 253,660 253,660 121,034 0.0955
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 0 -56,800 -100.00 0 -100.00
2024-11-13 2024-09-30 13F CATERPILLAR COM 149123101 56,800 56,600 28,300.00 22,216 33,559.09 0.0169
2024-08-13 2024-06-30 13F CATERPILLAR COM 149123101 200 0 0.00 67 -9.59 0.0001
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 200 -28 -12.28 73 8.96 0.0000
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 228 -434,172 -99.95 67 -99.94 0.0001
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 434,400 434,194 210,773.79 118,591 237,082.00 0.1682
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 206 -28,194 -99.27 51 -99.23 0.0001
2023-05-12 2023-03-31 13F CATERPILLAR COM 149123101 28,400 -31,914 -52.91 6,499 -55.02 0.0134
2023-02-15 2022-12-31 13F CATERPILLAR COM 149123101 60,314 59,310 5,907.37 14,449 8,656.36 0.0297
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 1,004 270 36.78 165 25.95 0.0004
2022-08-15 2022-06-30 13F CATERPILLAR COM 149123101 734 -275 -27.25 131 -40.99 0.0003
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 1,009 -168,864 -99.41 222 -99.37 0.0004
2022-02-15 2021-12-31 13F CATERPILLAR COM 149123101 169,873 165,826 4,097.50 35,374 4,294.29 0.0626
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 4,047 4,027 20,135.00 805 20,025.00 0.0015
2021-08-20 2021-06-30 13F/A-1 CATERPILLAR COM 149123101 20 -1,062,880 -100.00 4 -100.00 0.0000
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 20 -1,062,880 4 0.0000
2021-05-17 2021-03-31 13F CATERPILLAR COM 149123101 1,062,900 1,062,900 5,314,400.00 248,880 6,221,900.00 0.5379
2021-02-16 2020-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -90 -100.00 0 -100.00
2020-11-16 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 90 90 13 0.0000
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -23,340 -100.00 0 -100.00
2020-05-26 2020-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 23,340 19,031 441.66 2,530 369.39 0.0091
2020-05-14 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 4,309 0 390 2,948.8042
2020-02-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 4,309 -164 -3.67 539 14.19 0.0016
2019-11-14 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 4,473 710 18.87 472 10.54 0.0015
2019-08-14 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 3,763 1,793 91.02 427 60.53 0.0014
2019-05-15 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 1,970 0 0.00 266 5.98 0.0009
2019-02-14 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 1,970 1,970 0.00 251 -5.64 0.0010
2018-08-14 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -100 -100.00 0 -100.00
2018-05-15 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 100 0 0.00 15 -6.25 0.0001
2018-02-14 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 100 -3,413 -97.15 16 -96.24 0.0001
2017-11-14 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 3,513 3,513 3,413.00 425 2,556.25 0.0015
2016-11-15 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 0 -120 -100.00 0 -100.00
2016-08-12 2016-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 120 120 0.00 9 0.0000
2016-08-12 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 120 120 9 0.0000
2016-05-12 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -1,225 -100.00 0 -100.00
2016-02-12 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 1,225 1,025 512.50 83 538.46 0.0004
2015-11-12 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 200 200 -83.67 13 -84.34 0.0001
2015-08-13 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -3,048 -100.00 0 -100.00
2015-05-13 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 3,048 3,048 244 0.0009
2014-11-12 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 0 -50 -100.00 0 -100.00
2014-08-13 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 50 -300 -85.71 5 -85.71 0.0000
2014-05-14 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 350 350 35 0.0001
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.