Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionTd Asset Management Inc
Latest Disclosed Ownership585,483 shares
Latest Disclosed Value $ 414,791,286
Td Asset Management Inc reports 6.57% increase in ownership of CAT / Caterpillar Inc.

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 585,483 shares of Caterpillar Inc. (MX:CAT) valued at $414,791,286 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 549,364 shares of Caterpillar Inc.. This represents a change in shares of 6.57% 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)
2026-05-11 2026-03-31 13F CATERPILLAR COM 149123101 585,483 36,119 6.57 414,791 31.80 0.3366
2026-02-10 2025-12-31 13F CATERPILLAR COM 149123101 549,364 317,988 137.43 314,714 185.06 0.2532
2025-11-10 2025-09-30 13F CATERPILLAR COM 149123101 231,376 -4,643 -1.97 110,401 20.49 0.0897
2025-07-28 2025-06-30 13F CATERPILLAR COM 149123101 236,019 -3,273 -1.37 91,625 16.10 0.0782
2025-05-07 2025-03-31 13F CATERPILLAR COM 149123101 239,292 -9,708 -3.90 78,919 -12.63 0.0726
2025-02-11 2024-12-31 13F CATERPILLAR COM 149123101 249,000 -1,888 -0.75 90,327 -7.94 0.0799
2024-11-01 2024-09-30 13F CATERPILLAR COM 149123101 250,888 -3,807 -1.49 98,117 15.65 0.0866
2024-08-02 2024-06-30 13F CATERPILLAR COM 149123101 254,695 -4,248 -1.64 84,839 -10.59 0.0791
2024-05-08 2024-03-31 13F CATERPILLAR COM 149123101 258,943 -2,813 -1.07 94,884 22.60 0.0883
2024-02-12 2023-12-31 13F CATERPILLAR COM 149123101 261,756 22,763 9.52 77,393 18.62 0.0761
2023-10-27 2023-09-30 13F CATERPILLAR COM 149123101 238,993 -7,209 -2.93 65,245 7.70 0.0790
2023-08-09 2023-06-30 13F CATERPILLAR COM 149123101 246,202 -732,761 -74.85 60,578 -72.96 0.0690
2023-05-10 2023-03-31 13F CATERPILLAR COM 149123101 978,963 -151,451 -13.40 224,026 -17.27 0.2704
2023-02-07 2022-12-31 13F CATERPILLAR COM 149123101 1,130,414 39,261 3.60 270,802 49.60 0.3342
2022-11-07 2022-09-30 13F CATERPILLAR COM 149123101 1,091,153 -253,370 -18.84 181,022 -24.68 0.2267
2022-08-04 2022-06-30 13F CATERPILLAR COM 149123101 1,344,523 1,278,457 1,935.12 240,347 1,532.79 0.2785
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 66,066 -1,730,896 -96.32 14,720 -96.04 0.0087
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 1,577,863 351,579
2022-02-10 2021-12-31 13F CATERPILLAR COM 149123101 1,796,962 44,385 2.53 371,504 10.42 0.3111
2021-11-09 2021-09-30 13F CATERPILLAR COM 149123101 1,752,577 94,167 5.68 336,442 -1.88 0.3493
2021-08-11 2021-06-30 13F CATERPILLAR COM 149123101 1,658,410 133,905 8.78 342,876 -3.00 0.3481
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 1,524,505 37,373 2.51 353,487 30.59 0.3951
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 1,487,132 174,610 13.30 270,688 38.27 0.3287
2020-11-10 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,312,522 467,671 55.36 195,762 83.17 0.2716
2020-08-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 844,851 621,303 277.93 106,874 311.99 0.1520
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 223,548 3,653 1.66 25,941 -20.12 0.0439
2020-02-11 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 219,895 -20,086 -8.37 32,474 7.13 0.0471
2019-11-07 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 239,981 -20,339 -7.81 30,312 -14.56 0.0463
2019-08-01 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 260,320 -9,523 -3.53 35,479 -2.96 0.0531
2019-05-08 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 269,843 385 0.14 36,561 6.78 0.0558
2019-02-01 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 269,458 -2,099 -0.77 34,240 -17.31 0.0596
2018-11-01 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 271,557 -8,297 -2.96 41,410 9.07 0.0613
2018-07-31 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 279,854 -45,718 -14.04 37,968 -20.87 0.0579
2018-05-11 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 325,572 -26,279 -7.47 47,982 -13.46 0.0735
2018-02-02 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 351,851 -35,533 -9.17 55,444 14.77 0.0808
2017-11-09 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 387,384 -11,936 -2.99 48,310 12.58 0.0724
2017-08-01 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 399,320 -241,719 -37.71 42,911 -27.84 0.0676
2017-05-05 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 641,039 -8,716 -1.34 59,463 -1.32 0.0948
2017-02-08 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 649,755 -337,387 -34.18 60,258 -31.23 0.1016
2016-11-02 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 987,142 27,440 2.86 87,628 20.44 0.1516
2016-08-04 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 959,702 26,744 2.87 72,755 1.89 0.1320
2016-05-05 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 932,958 5,216 0.56 71,408 13.26 0.1335
2016-02-04 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 927,742 23,715 2.62 63,049 6.71 0.1251
2015-11-12 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 904,027 316,530 53.88 59,087 18.57 0.1163
2015-08-11 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 587,497 83,504 16.57 49,832 23.55 0.0890
2015-04-28 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 503,993 503,993 0.00 40,334 0.0728
2015-01-30 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -511,663 -100.00 0 -100.00
2014-11-06 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 511,663 34,484 7.23 50,670 -2.29 0.0874
2014-08-12 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 477,179 -2,507 -0.52 51,855 8.79 0.0883
2014-05-09 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 479,686 17,776 3.85 47,666 13.64 0.0867
2014-02-07 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 461,910 35,340 8.28 41,946 17.95 0.0784
2013-11-08 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 426,570 -22,195 -4.95 35,563 -3.93 0.0707
2013-07-24 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 448,765 448,765 37,018 0.0794
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.