卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionCorundum Group, Inc.
Latest Disclosed Ownership3,359 shares
Latest Disclosed Value $ 2,379,717
Corundum Group, Inc. reports 5.70% increase in ownership of CAT / Caterpillar Inc.

On April 20, 2026 - Corundum Group, Inc. filed a 13F-HR form disclosing ownership of 3,359 shares of Caterpillar Inc. (MX:CAT) valued at $2,379,717 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 3,178 shares of Caterpillar Inc.. This represents a change in shares of 5.70% 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)
2026-04-20 2026-03-31 13F CATERPILLAR CS 149123101 3,359 181 5.70 2,380 30.71 0.7954
2026-01-12 2025-12-31 13F CATERPILLAR CS 149123101 3,178 -134 -4.05 1,821 15.19 0.6109
2025-10-24 2025-09-30 13F CATERPILLAR CS 149123101 3,312 -33 -0.99 1,580 21.73 0.6493
2025-07-21 2025-06-30 13F CATERPILLAR CS 149123101 3,345 63 1.92 1,299 19.96 0.5742
2025-04-23 2025-03-31 13F CATERPILLAR CS 149123101 3,282 -2,310 -41.31 1,082 -46.65 0.5191
2025-01-16 2024-12-31 13F CATERPILLAR CS 149123101 5,592 2,314 70.59 2,029 58.19 0.7575
2024-10-21 2024-09-30 13F CATERPILLAR CS 149123101 3,278 -2,371 -41.97 1,282 -31.84 0.5849
2024-07-17 2024-06-30 13F CATERPILLAR CS 149123101 5,649 3,685 187.63 1,882 161.61 0.7351
2024-04-15 2024-03-31 13F CATERPILLAR CS 149123101 1,964 -114 -5.49 720 17.10 0.3471
2024-01-24 2023-12-31 13F CATERPILLAR CS 149123101 2,078 -38 -1.80 614 6.41 0.3081
2023-10-17 2023-09-30 13F CATERPILLAR CS 149123101 2,116 -597 -22.01 578 -13.49 0.3282
2023-07-21 2023-06-30 13F CATERPILLAR CS 149123101 2,713 -2,458 -47.53 668 -43.62 0.3329
2023-04-24 2023-03-31 13F CATERPILLAR CS 149123101 5,171 2,230 75.82 1,183 0.5597
2023-01-12 2022-12-31 13F CATERPILLAR CS 149123101 2,941 -101 -3.32 1 -100.00 0.3981
2022-10-18 2022-09-30 13F CATERPILLAR CS 149123101 3,042 183 6.40 499 -2.35 0.3139
2022-07-25 2022-06-30 13F CATERPILLAR CS 149123101 2,859 74 2.66 511 -17.71 0.3452
2022-05-02 2022-03-31 13F CATERPILLAR CS 149123101 2,785 121 4.54 621 12.70 0.5772
2022-02-07 2021-12-31 13F CATERPILLAR CS 149123101 2,664 424 18.93 551 28.14 0.3587
2021-11-02 2021-09-30 13F CATERPILLAR CS 149123101 2,240 312 16.18 430 2.38 0.3188
2021-08-02 2021-06-30 13F CATERPILLAR CS 149123101 1,928 -87 -4.32 420 -10.06 0.2755
2021-05-10 2021-03-31 13F CATERPILLAR CS 149123101 2,015 135 7.18 467 36.55 0.3650
2021-02-03 2020-12-31 13F CATERPILLAR CS 149123101 1,880 104 5.86 342 29.06 0.2850
2020-11-12 2020-09-30 13F/A-1 CATERPILLAR CS 149123101 1,776 5 0.28 265 18.30 0.2567
2020-08-07 2020-06-30 13F/A-1 CATERPILLAR CS 149123101 1,771 -173 -8.90 224 -0.88 0.2686
2020-05-07 2020-03-31 13F/A-1 CATERPILLAR CS 149123101 1,944 -14 -0.72 226 -21.80 0.3213
2020-01-28 2019-12-31 13F CATERPILLAR CS 149123101 1,958 1,958 0.72 289 27.88 0.3035
2019-11-01 2019-09-30 13F/A-1 CATERPILLAR CS 149123101 0 -1,547 -100.00 0 -100.00
2019-08-02 2019-06-30 13F CATERPILLAR CS 149123101 1,547 1,547 211 0.2424
2019-05-08 2019-03-31 13F CATERPILLAR CS 149123101 0 -4,013 -100.00 0 -100.00
2019-02-19 2018-12-31 13F CATERPILLAR CS 149123101 4,013 4,013 510 0.4682
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.