卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionCIBC Asset Management Inc
Latest Disclosed Ownership120,980 shares
Latest Disclosed Value $ 85,709,491
CIBC Asset Management Inc reports 6.23% increase in ownership of CAT / Caterpillar Inc.

On May 12, 2026 - CIBC Asset Management Inc filed a 13F-HR form disclosing ownership of 120,980 shares of Caterpillar Inc. (MX:CAT) valued at $85,709,491 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 113,880 shares of Caterpillar Inc.. This represents a change in shares of 6.23% 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)
2026-05-12 2026-03-31 13F CATERPILLAR COM 149123101 120,980 7,100 6.23 85,709 31.38 0.2095
2026-02-10 2025-12-31 13F CATERPILLAR COM 149123101 113,880 46,247 68.38 65,238 102.16 0.1575
2025-10-31 2025-09-30 13F CATERPILLAR COM 149123101 67,633 -489 -0.72 32,271 22.03 0.0934
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 68,122 -5,760 -7.80 26,446 8.53 0.0818
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 73,882 -2,023 -2.67 24,366 -11.51 0.0809
2025-01-31 2024-12-31 13F CATERPILLAR COM 149123101 75,905 3,162 4.35 27,535 -3.22 0.0902
2024-11-06 2024-09-30 13F CATERPILLAR COM 149123101 72,743 3,051 4.38 28,451 22.56 0.0923
2024-08-01 2024-06-30 13F CATERPILLAR COM 149123101 69,692 -4,591 -6.18 23,214 -14.71 0.0826
2024-05-09 2024-03-31 13F CATERPILLAR COM 149123101 74,283 968 1.32 27,220 25.57 0.0944
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 73,315 -2,992 -3.92 21,677 4.06 0.0810
2023-10-30 2023-09-30 13F CATERPILLAR COM 149123101 76,307 -2,832 -3.58 20,832 6.98 0.0864
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 79,139 -930 -1.16 19,472 6.28 0.0747
2023-05-12 2023-03-31 13F CATERPILLAR COM 149123101 80,069 1,181 1.50 18,323 -3.05 0.0727
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 78,888 3,843 5.12 18,898 53.48 0.0793
2022-11-03 2022-09-30 13F CATERPILLAR COM 149123101 75,045 5,210 7.46 12,313 -1.37 0.0540
2022-08-09 2022-06-30 13F CATERPILLAR COM 149123101 69,835 8,236 13.37 12,484 -9.04 0.0506
2022-05-06 2022-03-31 13F CATERPILLAR COM 149123101 61,599 6,590 11.98 13,725 20.68 0.0482
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 55,009 2,418 4.60 11,373 12.65 0.0416
2021-11-09 2021-09-30 13F CATERPILLAR COM 149123101 52,591 1,736 3.41 10,096 -8.78 0.0407
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 50,855 587 1.17 11,068 -5.04 0.0447
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 50,268 -1,164 -2.26 11,656 24.50 0.0496
2021-02-03 2020-12-31 13F CATERPILLAR COM 149123101 51,432 -868 -1.66 9,362 20.01 0.0440
2020-11-05 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 52,300 708 1.37 7,801 19.54 0.0398
2020-07-28 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 51,592 -1,870 -3.50 6,526 5.19 0.0383
2020-04-30 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 53,462 -380 -0.71 6,204 -21.97 0.0439
2020-02-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 53,842 -1,738 -3.13 7,951 13.26 0.0450
2019-10-30 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 55,580 3,963 7.68 7,020 -0.21 0.0412
2019-08-05 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 51,617 -1,036 -1.97 7,035 -1.39 0.0421
2019-05-06 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 52,653 -668 -1.25 7,134 5.30 0.0442
2019-02-12 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 53,321 -3,294 -5.82 6,775 -21.52 0.0498
2018-11-02 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 56,615 42 0.07 8,633 12.48 0.0534
2018-08-09 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 56,573 5,199 10.12 7,675 1.36 0.0479
2018-04-30 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 51,374 -2,252 -4.20 7,572 -10.39 0.0492
2018-02-02 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 53,626 -452 -0.84 8,450 25.30 0.0517
2017-11-06 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 54,078 1,218 2.30 6,744 18.73 0.0422
2017-07-27 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 52,860 433 0.83 5,680 16.80 0.0392
2017-05-12 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 52,427 288 0.55 4,863 0.58 0.0334
2017-02-08 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 52,139 924 1.80 4,835 6.36 0.0348
2016-10-19 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 51,215 -4,726 -8.45 4,546 7.19 0.0335
2016-08-02 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 55,941 1,013 1.84 4,241 0.88 0.0319
2016-05-09 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 54,928 245 0.45 4,204 13.13 0.0315
2016-02-02 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 54,683 -3,012 -5.22 3,716 -1.46 0.0306
2015-11-03 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 57,695 689 1.21 3,771 -22.01 0.0301
2015-08-06 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 57,006 3,667 6.87 4,835 13.26 0.0336
2015-05-08 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 53,339 618 1.17 4,269 -11.54 0.0303
2015-02-10 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 52,721 -14,482 -21.55 4,826 -27.48 0.0322
2014-11-05 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 67,203 -2,161 -3.12 6,655 -11.71 0.0397
2014-08-01 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 69,364 -4,134 -5.62 7,538 3.22 0.0427
2014-05-09 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 73,498 997 1.38 7,303 10.92 0.0431
2014-02-04 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 72,501 -1,779 -2.39 6,584 6.31 0.0403
2013-10-29 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 74,280 145 0.20 6,193 1.28 0.0395
2013-10-02 2013-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 74,135 74,135 6,115 0.0417
2013-08-09 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 74,135 6,115 0.0417
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.