Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionMeeder Asset Management Inc
Latest Disclosed Ownership18,365 shares
Latest Disclosed Value $ 13,010,869
Meeder Asset Management Inc reports 945.25% increase in ownership of CAT / Caterpillar Inc.

On May 7, 2026 - Meeder Asset Management Inc filed a 13F-HR form disclosing ownership of 18,365 shares of Caterpillar Inc. (MX:CAT) valued at $13,010,869 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,757 shares of Caterpillar Inc.. This represents a change in shares of 945.25% 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)
2026-05-07 2026-03-31 13F CATERPILLAR COM 149123101 18,365 16,608 945.25 13,011 1,193.24 0.7454
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 1,757 1,697 2,828.33 1,007 3,492.86 0.0542
2025-10-24 2025-09-30 13F CATERPILLAR COM 149123101 60 -1 -1.64 29 21.74 0.0016
2025-08-07 2025-06-30 13F CATERPILLAR COM 149123101 61 -113 -64.94 24 -59.65 0.0015
2025-05-07 2025-03-31 13F CATERPILLAR COM 149123101 174 -78 -30.95 57 -37.36 0.0039
2025-02-12 2024-12-31 13F CATERPILLAR COM 149123101 252 174 223.08 91 203.33 0.0063
2024-11-07 2024-09-30 13F CATERPILLAR COM 149123101 78 -192 -71.11 31 -66.29 0.0020
2024-08-08 2024-06-30 13F CATERPILLAR COM 149123101 270 -830 -75.45 90 -77.92 0.0063
2024-05-07 2024-03-31 13F CATERPILLAR COM 149123101 1,100 67 6.49 403 32.13 0.0254
2024-01-25 2023-12-31 13F CATERPILLAR COM 149123101 1,033 19 1.87 305 10.51 0.0238
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 1,014 130 14.71 277 27.19 0.0219
2023-08-11 2023-06-30 13F CATERPILLAR COM 149123101 884 -81 -8.39 218 -1.36 0.0158
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 965 44 4.78 221 0.00 0.0176
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 921 -6,226 -87.11 221 -81.23 0.0193
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 7,147 -1,232 -14.70 1,172 -21.76 0.0676
2022-08-08 2022-06-30 13F CATERPILLAR COM 149123101 8,379 1,012 13.74 1,498 -8.77 0.0869
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 7,367 156 2.16 1,642 10.13 0.0606
2022-02-11 2021-12-31 13F CATERPILLAR Common Stock 149123101 7,211 322 4.67 1,491 12.70 0.1499
2021-11-08 2021-09-30 13F CATERPILLAR COM 149123101 6,889 -14,967 -68.48 1,323 -72.19 0.0694
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 21,856 1,184 5.73 4,757 -0.75 0.2220
2021-04-28 2021-03-31 13F CATERPILLAR COM 149123101 20,672 16,685 418.49 4,793 560.19 0.2454
2021-02-09 2020-12-31 13F CATERPILLAR COM 149123101 3,987 -4,270 -51.71 726 -41.07 0.1606
2020-11-02 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 8,257 -5,757 -41.08 1,232 -30.51 0.0797
2020-08-11 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 14,014 9,278 195.90 1,773 222.36 0.1154
2020-05-15 2020-03-31 13F Caterpillar Common Stock 149123101 4,736 -16,874 -78.08 550 -82.76 0.0427
2020-02-13 2019-12-31 13F Caterpillar Common Stock 149123101 21,610 17,229 393.27 3,191 477.03 0.1949
2019-10-17 2019-09-30 13F Caterpillar Common Stock 149123101 4,381 166 3.94 553 -3.66 0.0368
2019-08-05 2019-06-30 13F Caterpillar Common Stock 149123101 4,215 683 19.34 574 20.08 0.0400
2019-04-16 2019-03-31 13F Caterpillar Common Stock 149123101 3,532 2,987 548.07 478 592.75 0.0377
2019-01-17 2018-12-31 13F Caterpillar Common Stock 149123101 545 545 -84.57 69 -85.56 0.0062
2018-11-02 2018-09-30 13F Caterpillar Common Stock 149123101 0 -95 -100.00 0 -100.00
2018-07-24 2018-06-30 13F Caterpillar Common Stock 149123101 95 -13,682 -99.31 12,889 534.93 0.0011
2018-05-03 2018-03-31 13F Caterpillar Common Stock 149123101 13,777 13,682 14,402.11 2,030 13,433.33 0.1885
2018-02-02 2017-12-31 13F Caterpillar Common Stock 149123101 95 95 15 0.0013
2016-07-22 2016-06-30 13F Caterpillar Common Stock 149123101 0 -5,000 -100.00 0 -100.00
2016-05-12 2016-03-31 13F Caterpillar Common Stock 149123101 5,000 5,000 0.00 383 0.0360
2016-01-15 2015-12-31 13F Caterpillar Common Stock 149123101 0 0 0 0.0000
2015-01-27 2014-12-31 13F Caterpillar Common Stock 149123101 0 -39,845 -100.00 0 -100.00
2014-10-15 2014-09-30 13F Caterpillar Common Stock 149123101 39,845 2,785 7.51 3,947 -2.01 0.5785
2014-07-18 2014-06-30 13F Caterpillar Common Stock 149123101 37,060 37,060 4,028 0.5971
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.