卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionBLB&B Advisors, LLC
Latest Disclosed Ownership27,373 shares
Latest Disclosed Value $ 19,392,392
BLB&B Advisors, LLC reports 1.84% decrease in ownership of CAT / Caterpillar Inc.

On April 28, 2026 - BLB&B Advisors, LLC filed a 13F-HR form disclosing ownership of 27,373 shares of Caterpillar Inc. (MX:CAT) valued at $19,392,392 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 27,886 shares of Caterpillar Inc.. This represents a change in shares of -1.84% 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)
2026-04-28 2026-03-31 13F CATERPILLAR COM 149123101 27,373 -513 -1.84 19,392 21.40 0.6790
2026-01-26 2025-12-31 13F CATERPILLAR COM 149123101 27,886 17,622 171.69 15,975 226.20 0.6678
2025-10-31 2025-09-30 13F CATERPILLAR COM 149123101 10,264 -185 -1.77 4,897 20.73 0.2114
2025-08-04 2025-06-30 13F CATERPILLAR COM 149123101 10,449 -72 -0.68 4,056 16.92 0.1895
2025-04-28 2025-03-31 13F CATERPILLAR COM 149123101 10,521 15 0.14 3,470 -8.95 0.1766
2025-01-28 2024-12-31 13F CATERPILLAR COM 149123101 10,506 -438 -4.00 3,811 -10.98 0.1944
2024-10-22 2024-09-30 13F CATERPILLAR COM 149123101 10,944 -229 -2.05 4,280 15.02 0.2187
2024-07-26 2024-06-30 13F CATERPILLAR COM 149123101 11,173 -206 -1.81 3,722 -10.75 0.2039
2024-04-26 2024-03-31 13F CATERPILLAR COM 149123101 11,379 -245 -2.11 4,169 21.33 0.2351
2024-01-19 2023-12-31 13F CATERPILLAR COM 149123101 11,624 -130 -1.11 3,437 7.11 0.2168
2023-10-25 2023-09-30 13F CATERPILLAR COM 149123101 11,754 -258 -2.15 3,209 8.56 0.2291
2023-07-20 2023-06-30 13F CATERPILLAR COM 149123101 12,012 -186 -1.52 2,955 5.88 0.2066
2023-04-24 2023-03-31 13F CATERPILLAR COM 149123101 12,198 228 1.90 2,791 -2.65 0.2080
2023-01-18 2022-12-31 13F CATERPILLAR COM 149123101 11,970 -488 -3.92 2,867 40.26 0.2222
2022-10-14 2022-09-30 13F CATERPILLAR COM 149123101 12,458 0 0.00 2,044 -8.22 0.1700
2022-07-18 2022-06-30 13F CATERPILLAR COM 149123101 12,458 -140 -1.11 2,227 -20.66 0.1763
2022-04-20 2022-03-31 13F CATERPILLAR COM 149123101 12,598 -800 -5.97 2,807 1.34 0.1887
2022-01-21 2021-12-31 13F CATERPILLAR COM 149123101 13,398 -1,982 -12.89 2,770 -6.17 0.1800
2021-10-19 2021-09-30 13F CATERPILLAR COM 149123101 15,380 -120 -0.77 2,952 -12.48 0.1971
2021-07-20 2021-06-30 13F CATERPILLAR COM 149123101 15,500 -70 -0.45 3,373 -6.57 0.2439
2021-04-19 2021-03-31 13F CATERPILLAR COM 149123101 15,570 -2,182 -12.29 3,610 11.73 0.2838
2021-01-19 2020-12-31 13F CATERPILLAR COM 149123101 17,752 776 4.57 3,231 27.61 0.2617
2020-10-20 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 16,976 -785 -4.42 2,532 12.68 0.2545
2020-07-16 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 17,761 -515 -2.82 2,247 5.94 0.2435
2020-04-21 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 18,276 2 0.01 2,121 -21.42 0.2770
2020-01-21 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 18,274 -113 -0.61 2,699 16.24 0.2807
2019-10-22 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 18,387 -105 -0.57 2,322 -7.86 0.2617
2019-07-29 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 18,492 -765 -3.97 2,520 -3.41 0.2893
2019-04-19 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 19,257 2,020 11.72 2,609 19.13 0.3068
2019-01-17 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 17,237 -610 -3.42 2,190 -19.51 0.3007
2018-10-12 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 17,847 -179 -0.99 2,721 11.24 0.3386
2018-07-11 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 18,026 -3,979 -18.08 2,446 -24.58 0.3321
2018-04-09 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 22,005 -550 -2.44 3,243 -8.75 0.4333
2018-01-16 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 22,555 -489 -2.12 3,554 23.66 0.5079
2017-10-16 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 23,044 -429 -1.83 2,874 13.96 0.4427
2017-08-04 2017-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 23,473 46 0.20 2,522 16.06 0.4184
2017-07-20 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 23,427 0 2,173
2017-04-14 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 23,427 -12,454 -34.71 2,173 -34.71 0.3691
2017-02-03 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 35,881 -374 -1.03 3,328 3.42 0.5797
2016-10-17 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 36,255 -314 -0.86 3,218 16.64 0.5856
2016-07-19 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 36,569 1,085 3.06 2,759 1.58 0.5206
2016-04-18 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 35,484 428 1.22 2,716 14.02 0.5464
2016-01-15 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 35,056 -188 -0.53 2,382 3.39 0.5036
2015-10-20 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 35,244 1,041 3.04 2,304 -20.58 0.5105
2015-07-16 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 34,203 -668 -1.92 2,901 3.94 0.6027
2015-04-17 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 34,871 -908 -2.54 2,791 -14.78 0.5814
2015-01-22 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 35,779 -5,734 -13.81 3,275 -20.34 0.6925
2014-10-21 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 41,513 -348 -0.83 4,111 -9.63 0.8891
2014-07-17 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 41,861 -1,199 -2.78 4,549 6.31 0.9720
2014-04-11 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 43,060 -181 -0.42 4,279 8.96 0.9426
2014-01-17 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 43,241 769 1.81 3,927 10.87 0.9401
2013-10-16 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 42,472 -69 -0.16 3,542 0.94 0.9332
2013-07-11 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 42,541 42,541 3,509 0.9761
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.