Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionViolich Capital Management, Inc.
Latest Disclosed Ownership1,800 shares
Latest Disclosed Value $ 1,275,228
Violich Capital Management, Inc. ownership in CAT / Caterpillar Inc.

On April 8, 2026 - Violich Capital Management, Inc. filed a 13F-HR form disclosing ownership of 1,800 shares of Caterpillar Inc. (MX:CAT) valued at $1,275,228 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,800 shares of Caterpillar Inc.. This represents a change in shares of 0.00% 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)
2026-04-08 2026-03-31 13F Caterpillar COM 149123101 1,800 0 0.00 1,275 23.67 0.1491
2026-02-03 2025-12-31 13F Caterpillar COM 149123101 1,800 0 0.00 1,031 20.16 0.1151
2025-10-29 2025-09-30 13F Caterpillar COM 149123101 1,800 0 0.00 859 22.92 0.1022
2025-07-29 2025-06-30 13F Caterpillar COM 149123101 1,800 1,800 699 0.0983
2020-10-19 2020-09-30 13F Caterpillar COM 149123101 0 -1,825 -100.00 0 -100.00
2020-08-03 2020-06-30 13F Caterpillar COM 149123101 1,825 -450 -19.78 231 -12.50 0.0506
2020-04-30 2020-03-31 13F Caterpillar COM 149123101 2,275 0 0.00 264 -21.43 0.0707
2020-01-16 2019-12-31 13F Caterpillar COM 149123101 2,275 0 0.00 336 17.07 0.0733
2019-11-06 2019-09-30 13F Caterpillar COM 149123101 2,275 0 0.00 287 -7.42 0.0691
2019-07-22 2019-06-30 13F Caterpillar COM 149123101 2,275 -25 -1.09 310 -0.64 0.0762
2019-05-07 2019-03-31 13F Caterpillar COM 149123101 2,300 0 0.00 312 6.85 0.0791
2019-02-12 2018-12-31 13F Caterpillar COM 149123101 2,300 0 0.00 292 -16.81 0.0829
2018-11-08 2018-09-30 13F Caterpillar COM 149123101 2,300 -25 -1.08 351 11.43 0.0802
2018-08-03 2018-06-30 13F Caterpillar COM 149123101 2,325 0 0.00 315 -8.16 0.0793
2018-05-11 2018-03-31 13F Caterpillar COM 149123101 2,325 0 0.00 343 -6.28 0.0918
2018-03-01 2017-12-31 13F Caterpillar COM 149123101 2,325 0 0.00 366 26.21 0.0932
2017-11-14 2017-09-30 13F Caterpillar COM 149123101 2,325 0 0.00 290 16.00 0.0792
2017-08-14 2017-06-30 13F Caterpillar COM 149123101 2,325 0 0.00 250 15.74 0.0730
2017-05-11 2017-03-31 13F Caterpillar COM 149123101 2,325 0 0.00 216 -0.92 0.0653
2017-02-10 2016-12-31 13F Caterpillar COM 149123101 2,325 -575 -19.83 218 -15.18 0.0669
2016-11-08 2016-09-30 13F Caterpillar COM 149123101 2,900 0 0.00 257 16.82 0.0900
2016-08-15 2016-06-30 13F Caterpillar COM 149123101 2,900 0 0.00 220 -0.90 0.0694
2016-05-13 2016-03-31 13F/A-1 Caterpillar COM 149123101 2,900 -500 -14.71 222 -3.90 0.0713
2016-05-09 2016-03-31 13F Caterpillar COM 149123101 2,900 222
2016-02-09 2015-12-31 13F Caterpillar COM 149123101 3,400 -225 -6.21 231 -2.53 0.0765
2015-11-05 2015-09-30 13F Caterpillar COM 149123101 3,625 -1,550 -29.95 237 -46.01 0.0830
2015-08-11 2015-06-30 13F Caterpillar COM 149123101 5,175 -1,800 -25.81 439 -21.33 0.1434
2015-05-12 2015-03-31 13F Caterpillar COM 149123101 6,975 -475 -6.38 558 -18.18 0.1812
2015-02-06 2014-12-31 13F Caterpillar COM 149123101 7,450 -1,000 -11.83 682 -18.52 0.2168
2014-11-14 2014-09-30 13F Caterpillar COM 149123101 8,450 -1,000 -10.58 837 -18.50 0.2726
2014-08-14 2014-06-30 13F Caterpillar COM 149123101 9,450 9,450 1,027 0.3434
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.