Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionEnterprise Financial Services Corp
Latest Disclosed Ownership1,148 shares
Latest Disclosed Value $ 813,311
Enterprise Financial Services Corp reports 1.12% decrease in ownership of CAT / Caterpillar Inc.

On May 5, 2026 - Enterprise Financial Services Corp filed a 13F-HR form disclosing ownership of 1,148 shares of Caterpillar Inc. (MX:CAT) valued at $813,311 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,161 shares of Caterpillar Inc.. This represents a change in shares of -1.12% 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)
2026-05-05 2026-03-31 13F CATERPILLAR COM 149123101 1,148 -13 -1.12 813 22.26 0.2287
2026-01-14 2025-12-31 13F CATERPILLAR COM 149123101 1,161 -2 -0.17 665 20.04 0.1870
2025-10-15 2025-09-30 13F CATERPILLAR COM 149123101 1,163 -192 -14.17 555 5.32 0.2861
2025-08-12 2025-06-30 13F CATERPILLAR COM 149123101 1,355 -22 -1.60 526 15.86 0.2807
2025-05-14 2025-03-31 13F CATERPILLAR COM 149123101 1,377 22 1.62 454 -7.54 0.2685
2025-02-07 2024-12-31 13F CATERPILLAR COM 149123101 1,355 142 11.71 492 3.59 0.2735
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 1,213 -199 -14.09 474 0.85 0.2765
2024-08-13 2024-06-30 13F CATERPILLAR COM 149123101 1,412 29 2.10 470 -7.11 0.2896
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 1,383 -39 -2.74 507 20.48 0.3050
2024-02-09 2023-12-31 13F CATERPILLAR COM 149123101 1,422 -52 -3.53 420 4.48 0.2562
2023-10-31 2023-09-30 13F CATERPILLAR COM 149123101 1,474 78 5.59 402 17.20 0.2781
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 1,396 15 1.09 343 8.54 0.2185
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 1,381 -16 -1.15 316 -5.39 0.2064
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 1,397 43 3.18 335 50.45 0.2311
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 1,354 -10 -0.73 222 -9.02 0.1655
2022-08-09 2022-06-30 13F CATERPILLAR COM 149123101 1,364 -40 -2.85 244 -22.04 0.0475
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 1,404 22 1.59 313 9.44 0.0514
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 1,382 -1,278 -48.05 286 -44.03 0.0439
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 2,660 1,949 274.12 511 227.56 0.0661
2021-08-16 2021-06-30 13F Caterpillar, In Common Stock 149123101 711 -206 -22.46 156 -26.42 0.0249
2021-05-13 2021-03-31 13F Caterpillar, In Common Stock 149123101 917 27 3.03 212 30.86 0.0378
2021-02-12 2020-12-31 13F Caterpillar, In Common Stock 149123101 890 -230 -20.54 162 -2.99 0.0308
2020-11-13 2020-09-30 13F Caterpillar, In Common Stock 149123101 1,120 -30 -2.61 167 14.38 0.0345
2020-08-04 2020-06-30 13F Caterpillar, In Common Stock 149123101 1,150 524 83.71 146 100.00 0.0315
2020-05-15 2020-03-31 13F Caterpillar, In Common Stock 149123101 626 -59 -8.61 73 -27.72 0.0184
2020-01-28 2019-12-31 13F Caterpillar, In Common Stock 149123101 685 -523 -43.29 101 -33.99 0.0220
2019-10-31 2019-09-30 13F Caterpillar, In Common Stock 149123101 1,208 -3,518 -74.44 153 -76.24 0.0348
2019-07-30 2019-06-30 13F Caterpillar, In Common Stock 149123101 4,726 -49 -1.03 644 -0.46 0.1399
2019-04-26 2019-03-31 13F CATERPILLAR, IN COMMON STOCK 149123101 4,775 3,889 438.94 647 472.57 0.1412
2019-01-25 2018-12-31 13F CATERPILLAR COMMON STOCK 149123101 886 -41 -4.42 113 -19.86 0.0713
2018-10-26 2018-09-30 13F CATERPILLAR COMMON STOCK 149123101 927 -130 -12.30 141 -1.40 0.0739
2018-07-27 2018-06-30 13F CATERPILLAR COMMON STOCK 149123101 1,057 349 49.29 143 37.50 0.0725
2018-04-27 2018-03-31 13F CATERPILLAR COMMON STOCK 149123101 708 56 8.59 104 0.97 0.0535
2018-01-26 2017-12-31 13F CATERPILLAR COMMON STOCK 149123101 652 -109 -14.32 103 8.42 0.0501
2017-10-27 2017-09-30 13F CATERPILLAR COMMON STOCK 149123101 761 0 0.00 95 15.85 0.0470
2017-07-28 2017-06-30 13F CATERPILLAR COMMON STOCK 149123101 761 -308 -28.81 82 -17.17 0.0409
2017-04-27 2017-03-31 13F CATERPILLAR COMMON STOCK 149123101 1,069 -152 -12.45 99 -12.39 0.0488
2017-01-26 2016-12-31 13F CATERPILLAR COMMON STOCK 149123101 1,221 17 1.41 113 5.61 0.0568
2016-10-28 2016-09-30 13F CATERPILLAR COMMON STOCK 149123101 1,204 79 7.02 107 25.88 0.0606
2016-07-29 2016-06-30 13F CATERPILLAR COMMON STOCK 149123101 1,125 -41 -3.52 85 -4.49 0.0501
2016-04-29 2016-03-31 13F CATERPILLAR COMMON STOCK 149123101 1,166 138 13.42 89 27.14 0.0537
2016-01-29 2015-12-31 13F CATERPILLAR COMMON STOCK 149123101 1,028 134 14.99 70 20.69 0.0415
2015-10-29 2015-09-30 13F CATERPILLAR COMMON STOCK 149123101 894 147 19.68 58 -7.94 0.0371
2015-07-27 2015-06-30 13F CATERPILLAR COMMON STOCK 149123101 747 -6 -0.80 63 5.00 0.0372
2015-04-29 2015-03-31 13F CATERPILLAR COMMON STOCK 149123101 753 145 23.85 60 7.14 0.0352
2015-01-23 2014-12-31 13F CATERPILLAR COMMON STOCK 149123101 608 0 0.00 56 -6.67 0.0339
2014-10-24 2014-09-30 13F CATERPILLAR COMMON STOCK 149123101 608 0 0.00 60 -9.09 0.0380
2014-07-24 2014-06-30 13F CATERPILLAR COMMON STOCK 149123101 608 -100 -14.12 66 -5.71 0.0394
2014-04-24 2014-03-31 13F CATERPILLAR COMMON STOCK 149123101 708 -82 -10.38 70 -2.78 0.0430
2014-01-30 2013-12-31 13F CATERPILLAR COMMON STOCK 149123101 790 -89 -10.13 72 -1.37 0.0417
2013-10-25 2013-09-30 13F CATERPILLAR COMMON STOCK 149123101 879 52 6.29 73 7.35 0.0461
2013-07-25 2013-06-30 13F CATERPILLAR COMMON STOCK 149123101 827 827 68 0.0466
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.