Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionHartland & Co., LLC
Latest Disclosed Ownership92,194 shares
Latest Disclosed Value $ 65,315,933
Hartland & Co., LLC reports 8.49% decrease in ownership of CAT / Caterpillar Inc.

On May 6, 2026 - Hartland & Co., LLC filed a 13F-HR form disclosing ownership of 92,194 shares of Caterpillar Inc. (MX:CAT) valued at $65,315,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 100,749 shares of Caterpillar Inc.. This represents a change in shares of -8.49% 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)
2026-05-06 2026-03-31 13F CATERPILLAR COM 149123101 92,194 -8,555 -8.49 65,316 13.17 0.5966
2026-02-09 2025-12-31 13F CATERPILLAR COM 149123101 100,749 -4,018 -3.84 57,716 15.46 0.7275
2025-11-10 2025-09-30 13F CATERPILLAR COM 149123101 104,767 5,294 5.32 49,990 29.45 0.6561
2025-08-08 2025-06-30 13F CATERPILLAR COM 149123101 99,473 -9,505 -8.72 38,617 7.45 0.5425
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 108,978 890 0.82 35,941 -8.34 0.5576
2025-02-10 2024-12-31 13F CATERPILLAR COM 149123101 108,088 -2,240 -2.03 39,210 -9.13 0.5949
2024-11-13 2024-09-30 13F CATERPILLAR COM 149123101 110,328 -51 -0.05 43,151 17.36 0.6694
2024-08-12 2024-06-30 13F CATERPILLAR COM 149123101 110,379 105,156 2,013.33 36,767 1,873.54 0.6273
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 5,223 -94 -1.77 1,863 18.51 0.0922
2024-02-12 2023-12-31 13F CATERPILLAR COM 149123101 5,317 -182 -3.31 1,572 4.73 0.0834
2023-11-13 2023-09-30 13F/A-1 CATERPILLAR COM 149123101 5,499 1,170 27.03 1,501 40.94 0.0922
2023-11-07 2023-09-30 13F CATERPILLAR COM 149123101 5,499 1,170 1,501 0.0826
2023-08-07 2023-06-30 13F CATERPILLAR COM 149123101 4,329 1,200 38.35 1,065 48.74 0.0646
2023-05-09 2023-03-31 13F CATERPILLAR COM 149123101 3,129 -136 -4.17 716 -8.44 0.0521
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 3,265 601 22.56 782 78.95 0.0613
2022-11-15 2022-09-30 13F CATERPILLAR COM 149123101 2,664 53 2.03 437 -6.42 0.0403
2022-08-12 2022-06-30 13F CATERPILLAR COM 149123101 2,611 -437 -14.34 467 -31.22 0.0364
2022-05-04 2022-03-31 13F CATERPILLAR COM 149123101 3,048 1,031 51.12 679 62.83 0.0461
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 2,017 79 4.08 417 12.10 0.0284
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 1,938 9 0.47 372 -11.43 0.0278
2021-08-12 2021-06-30 13F CATERPILLAR COM 149123101 1,929 -32 -1.63 420 -7.69 0.0323
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 1,961 -14 -0.71 455 26.39 0.0379
2021-02-11 2020-12-31 13F CATERPILLAR COM 149123101 1,975 3 0.15 360 22.45 0.0327
2020-11-12 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,972 70 3.68 294 21.99 0.0315
2020-08-11 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,902 693 57.32 241 72.14 0.0279
2020-05-14 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 1,209 1,209 -36.44 140 -41.91 0.0204
2018-05-14 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -1,319 -100.00 0 -100.00
2018-02-09 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 1,319 1,319 208 0.0282
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.