Founders Capital Management ownership in CAT / Caterpillar Inc.

卡特彼勒公司

MX ˙ BMV ˙ US1491231015

Security	MX:CAT / Caterpillar Inc.
Institution	Founders Capital Management
Latest Disclosed Ownership	180 shares
Latest Disclosed Value	$ 127,523

On April 21, 2026 - Founders Capital Management filed a 13F-HR form disclosing ownership of 180 shares of Caterpillar Inc. (MX:CAT) valued at $127,523 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 180 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.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-21	2026-03-31	13F	CATERPILLAR	COM	149123101	180	0	0.00	128	23.30	0.0623
2026-01-15	2025-12-31	13F	CATERPILLAR	COM	149123101	180	0	0.00	103	21.18	0.0535
2025-11-13	2025-09-30	13F	CATERPILLAR	COM	149123101	180	0	0.00	86	23.19	0.0455
2025-07-18	2025-06-30	13F	CATERPILLAR	COM	149123101	180	0	0.00	70	16.95	0.0419
2025-04-08	2025-03-31	13F	CATERPILLAR	COM	149123101	180	-47	-20.70	59	-28.05	0.0384
2025-01-13	2024-12-31	13F	CATERPILLAR	COM	149123101	227	0	0.00	82	-6.82	0.0522
2024-10-07	2024-09-30	13F	CATERPILLAR	COM	149123101	227	8	3.65	89	20.55	0.0541
2024-07-10	2024-06-30	13F	CATERPILLAR	COM	149123101	219	0	0.00	73	-8.75	0.0473
2024-04-10	2024-03-31	13F	CATERPILLAR	COM	149123101	219	-30	-12.05	80	9.59	0.0543
2024-01-08	2023-12-31	13F	CATERPILLAR	COM	149123101	249	-13	-4.96	74	2.82	0.0536
2023-10-10	2023-09-30	13F	CATERPILLAR	COM	149123101	262	137	109.60	72	136.67	0.0547
2023-07-07	2023-06-30	13F	CATERPILLAR	COM	149123101	125	14	12.61	31		0.0224
2023-04-12	2023-03-31	13F	CATERPILLAR	COM	149123101	111	31	38.75	0		0.0191
2023-01-09	2022-12-31	13F	CATERPILLAR	COM	149123101	80	0	0.00	0	-100.00	0.0143
2022-10-06	2022-09-30	13F	CATERPILLAR	COM	149123101	80	0	0.00	13	-7.14	0.0106
2022-07-20	2022-06-30	13F	CATERPILLAR	COM	149123101	80	0	0.00	14	-17.65	0.0110
2022-04-07	2022-03-31	13F	CATERPILLAR	COM	149123101	80	0	0.00	17	0.00	0.0109
2022-01-21	2021-12-31	13F	CATERPILLAR	COM	149123101	80	0	0.00	17	13.33	0.0109
2021-10-12	2021-09-30	13F	CATERPILLAR	COM	149123101	80	0	0.00	15	-11.76	0.0103
2021-07-15	2021-06-30	13F	CATERPILLAR	COM	149123101	80	0	0.00	17	-10.53	0.0111
2021-06-09	2021-03-31	13F/A-1	CATERPILLAR	COM	149123101	80	0	0.00	19	26.67	0.0135
2021-06-07	2021-03-31	13F	CATERPILLAR	COM	149123101	80	0		6		0.0658
2021-01-12	2020-12-31	13F	CATERPILLAR	COM	149123101	80	0	0.00	15	66.67	0.0106
2020-04-22	2020-03-31	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	9	-25.00	0.0093
2020-01-24	2019-12-31	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	12	20.00	0.0091
2019-10-10	2019-09-30	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	10	-9.09	0.0080
2019-07-11	2019-06-30	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	11	0.00	0.0097
2019-04-17	2019-03-31	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	11	10.00	0.0103
2019-01-14	2018-12-31	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	10	-16.67	0.0107
2018-10-05	2018-09-30	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	12	9.09	0.0099
2018-07-09	2018-06-30	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	11	-8.33	0.0097
2018-04-09	2018-03-31	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	12	-7.69	0.0101
2018-01-22	2017-12-31	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	13	30.00	0.0108
2017-10-17	2017-09-30	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	10	11.11	0.0083
2017-07-19	2017-06-30	13F	CATERPILLAR INC DEL	COM	149123101	80	0	0.00	9	28.57	0.0080
2017-05-09	2017-03-31	13F	CATERPILLAR INC DEL	COM	149123101	80	80		7		0.0063

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.