卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionFactory Mutual Insurance Co
Latest Disclosed Ownership64,100 shares
Latest Disclosed Value $ 45,412,286
Factory Mutual Insurance Co reports 0.79% increase in ownership of CAT / Caterpillar Inc.

On May 5, 2026 - Factory Mutual Insurance Co filed a 13F-HR form disclosing ownership of 64,100 shares of Caterpillar Inc. (MX:CAT) valued at $45,412,286 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 63,600 shares of Caterpillar Inc.. This represents a change in shares of 0.79% 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)
2026-05-05 2026-03-31 13F CATERPILLAR COM 149123101 64,100 500 0.79 45,412 24.64 0.5109
2026-01-23 2025-12-31 13F CATERPILLAR COM 149123101 63,600 -500 -0.78 36,435 19.12 0.3694
2025-11-10 2025-09-30 13F CATERPILLAR COM 149123101 64,100 0 0.00 30,585 22.91 0.2979
2025-08-07 2025-06-30 13F CATERPILLAR COM 149123101 64,100 0 0.00 24,884 17.71 0.2720
2025-04-17 2025-03-31 13F CATERPILLAR COM 149123101 64,100 0 0.00 21,140 -9.08 0.2452
2025-01-24 2024-12-31 13F CATERPILLAR COM 149123101 64,100 0 0.00 23,253 -7.25 0.2514
2024-10-10 2024-09-30 13F CATERPILLAR COM 149123101 64,100 0 0.00 25,071 17.42 0.2593
2024-07-23 2024-06-30 13F CATERPILLAR COM 149123101 64,100 0 0.00 21,352 -9.10 0.2432
2024-04-12 2024-03-31 13F CATERPILLAR COM 149123101 64,100 -52,600 -45.07 23,488 -31.93 0.2698
2024-01-23 2023-12-31 13F CATERPILLAR COM 149123101 116,700 0 0.00 34,505 8.30 0.4285
2023-11-07 2023-09-30 13F CATERPILLAR COM 149123101 116,700 -25,100 -17.70 31,859 -8.68 0.4444
2023-07-27 2023-06-30 13F CATERPILLAR COM 149123101 141,800 -21,600 -13.22 34,890 -6.69 0.5147
2023-05-08 2023-03-31 13F CATERPILLAR COM 149123101 163,400 0 0.00 37,392 -4.48 0.5844
2023-02-02 2022-12-31 13F CATERPILLAR COM 149123101 163,400 -31,100 -15.99 39,144 22.65 0.5920
2022-11-04 2022-09-30 13F CATERPILLAR COM 149123101 194,500 -30,700 -13.63 31,914 -20.72 0.5240
2022-08-08 2022-06-30 13F CATERPILLAR COM 149123101 225,200 -25,600 -10.21 40,257 -27.96 0.6599
2022-05-13 2022-03-31 13F CATERPILLAR COM 149123101 250,800 0 0.00 55,883 6.36 0.7557
2022-02-10 2021-12-31 13F CATERPILLAR COM 149123101 250,800 -28,957 -10.35 52,543 -2.16 0.7586
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 279,757 -68,800 -19.74 53,705 -29.20 0.6708
2021-07-14 2021-06-30 13F CATERPILLAR COM 149123101 348,557 -21,928 -5.92 75,857 -11.70 0.9278
2021-05-10 2021-03-31 13F CATERPILLAR COM 149123101 370,485 -109,015 -22.74 85,904 -1.58 1.0990
2021-02-17 2020-12-31 13F CATERPILLAR COM 149123101 479,500 6,700 1.42 87,279 23.77 1.1799
2020-10-19 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 472,800 0 0.00 70,518 17.90 1.1413
2020-07-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 472,800 0 0.00 59,810 9.02 1.0257
2020-04-16 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 472,800 18,500 4.07 54,863 -18.23 1.0419
2020-01-28 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 454,300 -2,500 -0.55 67,092 16.28 0.9893
2019-10-22 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 456,800 0 0.00 57,699 -7.32 0.8920
2019-07-16 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 456,800 0 0.00 62,258 -3.03 0.7444
2019-04-09 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 456,800 900 0.20 64,203 10.83 0.7581
2019-01-14 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 455,900 133,300 41.32 57,931 17.76 0.7433
2018-10-10 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 322,600 122,000 60.82 49,194 80.75 0.5107
2018-07-19 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 200,600 0 0.00 27,216 -7.94 0.2920
2018-04-05 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 200,600 85,700 74.59 29,564 63.29 0.3238
2018-01-16 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 114,900 8,400 7.89 18,105 36.32 0.1894
2017-10-11 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 106,500 1,500 1.43 13,281 17.71 0.1456
2017-07-10 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 105,000 0 0.00 11,283 15.84 0.1305
2017-04-21 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 105,000 0 0.00 9,740 -0.89 0.1154
2017-01-19 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 105,000 0 0.00 9,827 5.43 0.1166
2016-10-26 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 105,000 -20,000 -16.00 9,321 -1.64 0.1153
2016-07-12 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 125,000 0 0.00 9,476 -0.96 0.1248
2016-04-27 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 125,000 -181,000 -59.15 9,568 -53.99 0.1238
2016-01-14 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 306,000 -198,000 -39.29 20,796 -36.87 0.2797
2015-10-14 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 504,000 -34,200 -6.35 32,941 -27.84 0.4506
2015-07-21 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 538,200 -20,000 -3.58 45,650 2.19 0.5962
2015-04-13 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 558,200 20,000 3.72 44,671 -9.32 0.5885
2015-01-12 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 538,200 0 0.00 49,261 -7.57 0.6639
2014-11-04 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 538,200 -82,800 -13.33 53,298 -21.02 0.7371
2014-08-12 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 621,000 -40,000 -6.05 67,484 2.74 0.9227
2014-05-15 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 661,000 -95,000 -12.57 65,684 -4.32 0.9508
2014-02-04 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 756,000 0 0.00 68,652 8.89 1.0096
2013-10-16 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 756,000 13,000 1.75 63,050 2.87 0.9999
2013-07-25 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 743,000 743,000 61,290 1.0045
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.