Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionCambridge Advisors Inc.
Latest Disclosed Ownership6,577 shares
Latest Disclosed Value $ 4,659,541
Cambridge Advisors Inc. reports 7.47% decrease in ownership of CAT / Caterpillar Inc.

On April 16, 2026 - Cambridge Advisors Inc. filed a 13F-HR form disclosing ownership of 6,577 shares of Caterpillar Inc. (MX:CAT) valued at $4,659,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 7,108 shares of Caterpillar Inc.. This represents a change in shares of -7.47% 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)
2026-04-16 2026-03-31 13F CATERPILLAR COM 149123101 6,577 -531 -7.47 4,660 14.44 0.9042
2026-01-21 2025-12-31 13F CATERPILLAR COM 149123101 7,108 -83 -1.15 4,072 18.65 0.7751
2025-10-15 2025-09-30 13F CATERPILLAR COM 149123101 7,191 -493 -6.42 3,431 15.02 0.6705
2025-07-16 2025-06-30 13F CATERPILLAR COM 149123101 7,684 -1,680 -17.94 2,983 -3.40 0.6235
2025-04-24 2025-03-31 13F CATERPILLAR COM 149123101 9,364 0 0.00 3,088 -9.07 0.6764
2025-01-16 2024-12-31 13F CATERPILLAR COM 149123101 9,364 -60 -0.64 3,397 -7.84 0.7582
2024-10-23 2024-09-30 13F CATERPILLAR COM 149123101 9,424 -101 -1.06 3,686 16.17 0.8053
2024-07-11 2024-06-30 13F CATERPILLAR COM 149123101 9,525 -21 -0.22 3,173 -9.32 0.7372
2024-04-16 2024-03-31 13F CATERPILLAR COM 149123101 9,546 -969 -9.22 3,498 12.51 0.8249
2024-01-17 2023-12-31 13F CATERPILLAR COM 149123101 10,515 -80 -0.76 3,109 7.50 0.7812
2023-10-18 2023-09-30 13F CATERPILLAR COM 149123101 10,595 -665 -5.91 2,893 4.40 0.7767
2023-07-13 2023-06-30 13F CATERPILLAR COM 149123101 11,260 -863 -7.12 2,771 -0.14 0.7089
2023-04-13 2023-03-31 13F CATERPILLAR COM 149123101 12,123 130 1.08 2,774 -3.45 0.7102
2023-01-23 2022-12-31 13F CATERPILLAR COM 149123101 11,993 -345 -2.80 2,873 41.95 0.7712
2022-10-17 2022-09-30 13F CATERPILLAR COM 149123101 12,338 164 1.35 2,024 -6.99 0.5800
2022-07-18 2022-06-30 13F CATERPILLAR COM 149123101 12,174 -193 -1.56 2,176 -21.04 0.5947
2022-05-05 2022-03-31 13F CATERPILLAR COM 149123101 12,367 374 3.12 2,756 11.17 0.6568
2022-01-14 2021-12-31 13F CATERPILLAR COM 149123101 11,993 -155 -1.28 2,479 6.30 0.5600
2021-10-19 2021-09-30 13F CATERPILLAR COM 149123101 12,148 29 0.24 2,332 -11.57 0.5681
2021-07-21 2021-06-30 13F CATERPILLAR COM 149123101 12,119 -319 -2.56 2,637 -8.56 0.6377
2021-04-22 2021-03-31 13F CATERPILLAR COM 149123101 12,438 -64 -0.51 2,884 26.71 0.7370
2021-01-25 2020-12-31 13F CATERPILLAR COM 149123101 12,502 -205 -1.61 2,276 20.11 0.6127
2020-10-15 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 12,707 1 0.01 1,895 17.92 0.5582
2020-07-17 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 12,706 -49 -0.38 1,607 8.58 0.5032
2020-04-21 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 12,755 160 1.27 1,480 -20.43 0.5392
2020-01-28 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 12,595 -91 -0.72 1,860 16.10 0.5674
2019-10-25 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 12,686 -169 -1.31 1,602 -8.56 0.5284
2019-07-26 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 12,855 -57 -0.44 1,752 0.17 0.5783
2019-04-16 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 12,912 -338 -2.55 1,749 3.86 0.5956
2019-01-29 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 13,250 -18 -0.14 1,684 -16.76 0.6266
2018-10-24 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 13,268 7 0.05 2,023 12.45 0.6831
2018-07-30 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 13,261 5 0.04 1,799 -7.93 0.6360
2018-04-18 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 13,256 301 2.32 1,954 -4.31 0.7006
2018-01-26 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 12,955 6 0.05 2,042 26.44 0.7369
2017-10-27 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 12,949 7 0.05 1,615 16.10 0.6210
2017-07-24 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 12,942 -192 -1.46 1,391 14.20 0.5622
2017-04-20 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 13,134 -42 -0.32 1,218 -0.33 0.5024
2017-01-24 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 13,176 -3,591 -21.42 1,222 -17.88 0.5400
2016-10-21 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 16,767 259 1.57 1,488 18.94 0.6584
2016-07-26 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 16,508 -39 -0.24 1,251 -1.26 0.5716
2016-04-25 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 16,547 1,112 7.20 1,267 20.78 0.5880
2016-01-28 2015-12-31 13F Caterpillar Common Stock 149123101 15,435 -620 -3.86 1,049 0.00 0.5946
2015-10-23 2015-09-30 13F Caterpillar Common Stock 149123101 16,055 2,625 19.55 1,049 -7.90 0.6196
2015-07-28 2015-06-30 13F Caterpillar Common Stock 149123101 13,430 -75 -0.56 1,139 5.37 0.6418
2015-05-06 2015-03-31 13F Caterpillar Common Stock 149123101 13,505 -550 -3.91 1,081 -15.94 0.6277
2015-02-17 2014-12-31 13F Caterpillar Common Stock 149123101 14,055 14,055 1,286 0.7865
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.