Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionSecurity National Bank
Latest Disclosed Ownership5,591 shares
Latest Disclosed Value $ 3,961,000
Security National Bank reports 1.01% decrease in ownership of CAT / Caterpillar Inc.

On April 16, 2026 - Security National Bank filed a 13F-HR form disclosing ownership of 5,591 shares of Caterpillar Inc. (MX:CAT) valued at $3,961,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,648 shares of Caterpillar Inc.. This represents a change in shares of -1.01% 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.

Upgrade to unlock premium data and export to Excel .

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 5,591 -57 -1.01 3,961 22.44 0.5768
2026-02-05 2025-12-31 13F CATERPILLAR COM 149123101 5,648 920 19.46 3,236 43.46 0.4639
2025-10-20 2025-09-30 13F CATERPILLAR COM 149123101 4,728 714 17.79 2,256 44.74 0.3455
2025-07-10 2025-06-30 13F CATERPILLAR COM 149123101 4,014 0 0.00 1,558 17.76 0.2697
2025-04-23 2025-03-31 13F CATERPILLAR COM 149123101 4,014 0 0.00 1,324 -9.13 0.2500
2025-02-10 2024-12-31 13F Caterpillar COM 149123101 4,014 31 0.78 1,456 -6.49 0.2077
2024-10-07 2024-09-30 13F Caterpillar COM 149123101 3,983 0 0.00 1,558 17.42 0.2117
2024-07-22 2024-06-30 13F Caterpillar COM 149123101 3,983 0 0.00 1,327 -9.12 0.1927
2024-04-15 2024-03-31 13F Caterpillar COM 149123101 3,983 101 2.60 1,459 27.20 0.2209
2024-02-13 2023-12-31 13F Caterpillar COM 149123101 3,882 0 0.00 1,148 7.00 0.2592
2023-10-20 2023-09-30 13F CATERPILLAR INC COM Common Stock 149123101 3,882 -1,000 -20.48 1,072 -10.74 0.3009
2023-07-18 2023-06-30 13F CATERPILLAR INC COM Common Stock 149123101 4,882 2,300 89.08 1,201 103.56 0.3059
2023-04-17 2023-03-31 13F CATERPILLAR INC COM Common Stock 149123101 2,582 0 0.00 591 -4.53 0.1576
2023-02-01 2022-12-31 13F CATERPILLAR INC COM Common Stock 149123101 2,582 0 0.00 619 45.75 0.1668
2022-10-18 2022-09-30 13F CATERPILLAR INC COM Common Stock 149123101 2,582 -15 -0.58 424 -8.62 0.1182
2022-07-25 2022-06-30 13F CATERPILLAR INC COM Common Stock 149123101 2,597 0 0.00 464 -19.86 0.1290
2022-04-25 2022-03-31 13F CATERPILLAR INC COM Common Stock 149123101 2,597 -200 -7.15 579 0.17 0.1324
2022-01-28 2021-12-31 13F CATERPILLAR INC COM Common Stock 149123101 2,797 0 0.00 578 7.64 0.1309
2021-10-14 2021-09-30 13F CATERPILLAR INC COM Common Stock 149123101 2,797 0 0.00 537 -11.82 0.1347
2021-07-07 2021-06-30 13F CATERPILLAR INC COM Common Stock 149123101 2,797 56 2.04 609 -4.25 0.1603
2021-04-05 2021-03-31 13F CATERPILLAR INC COM Common Stock 149123101 2,741 0 0.00 636 27.45 0.1870
2021-02-01 2020-12-31 13F CATERPILLAR INC COM Common Stock 149123101 2,741 0 0.00 499 22.00 0.1585
2020-10-19 2020-09-30 13F CATERPILLAR INC COM Common Stock 149123101 2,741 0 0.00 409 17.87 0.1425
2020-08-11 2020-06-30 13F CATERPILLAR INC COM Common Stock 149123101 2,741 0 0.00 347 9.12 0.1433
2020-04-21 2020-03-31 13F CATERPILLAR INC COM Common Stock 149123101 2,741 0 0.00 318 -21.48 0.1670
2020-02-04 2019-12-31 13F CATERPILLAR INC COM Common Stock 149123101 2,741 0 0.00 405 17.05 0.1805
2019-10-15 2019-09-30 13F CATERPILLAR INC COM Common Stock 149123101 2,741 0 0.00 346 -7.49 0.1632
2019-07-22 2019-06-30 13F CATERPILLAR INC COM Common Stock 149123101 2,741 0 0.00 374 0.81 0.1848
2019-05-14 2019-03-31 13F CATERPILLAR INC COM Common Stock 149123101 2,741 -1,903 -40.98 371 -37.12 0.1925
2019-02-14 2018-12-31 13F CATERPILLAR INC COM Common Stock 149123101 4,644 200 4.50 590 -12.98 0.3679
2018-10-12 2018-09-30 13F CATERPILLAR INC COM Common Stock 149123101 4,444 0 0.00 678 12.44 0.3749
2018-07-26 2018-06-30 13F CATERPILLAR INC COM Common Stock 149123101 4,444 0 0.00 603 -7.94 0.3836
2018-05-09 2018-03-31 13F CATERPILLAR INC COM Common Stock 149123101 4,444 1,841 70.73 655 59.76 0.4384
2018-02-13 2017-12-31 13F CATERPILLAR INC COM Common Stock 149123101 2,603 0 0.00 410 26.15 0.2664
2017-11-13 2017-09-30 13F CATERPILLAR INC COM Common Stock 149123101 2,603 0 0.00 325 16.07 0.2225
2018-01-03 2017-06-30 13F CATERPILLAR INC COM Common Stock 149123101 2,603 0 0.00 280 16.18 0.2039
2018-01-04 2017-03-31 13F CATERPILLAR INC COM Common Stock 149123101 2,603 2,603 241 0.1805
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.