卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionKeel Point, LLC
Latest Disclosed Ownership3,531 shares
Latest Disclosed Value $ 2,501,618
Keel Point, LLC reports 14.00% decrease in ownership of CAT / Caterpillar Inc.

On May 29, 2026 - Keel Point, LLC filed a 13F-HR form disclosing ownership of 3,531 shares of Caterpillar Inc. (MX:CAT) valued at $2,501,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,106 shares of Caterpillar Inc.. This represents a change in shares of -14.00% 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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-29 2026-03-31 13F CATERPILLAR COM 149123101 3,531 -575 -14.00 2,502 6.34 0.1619
2026-02-12 2025-12-31 13F CATERPILLAR COM 149123101 4,106 515 14.34 2,352 37.30 0.1417
2025-12-16 2025-09-30 13F CATERPILLAR COM 149123101 3,591 -31 -0.86 1,713 21.83 0.1054
2025-08-15 2025-06-30 13F CATERPILLAR COM 149123101 3,622 693 23.66 1,406 45.55 0.0930
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 2,929 218 8.04 966 -1.73 0.0750
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 2,711 95 3.63 983 -3.91 0.0787
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 2,616 -41 -1.54 1,023 13.67 0.0852
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 2,657 273 11.45 900 3.09 0.0813
2024-04-16 2024-03-31 13F CATERPILLAR COM 149123101 2,384 -142 -5.62 874 17.02 0.0904
2024-01-30 2023-12-31 13F CATERPILLAR COM 149123101 2,526 67 2.72 747 11.18 0.0892
2023-10-26 2023-09-30 13F CATERPILLAR COM 149123101 2,459 -356 -12.65 671 -3.03 0.0920
2023-07-12 2023-06-30 13F CATERPILLAR COM 149123101 2,815 116 4.30 693 12.16 0.0925
2023-04-03 2023-03-31 13F CATERPILLAR COM 149123101 2,699 -142 -5.00 618 -9.26 0.0892
2023-01-17 2022-12-31 13F CATERPILLAR COM 149123101 2,841 384 15.63 681 68.73 0.1068
2022-10-05 2022-09-30 13F CATERPILLAR COM 149123101 2,457 187 8.24 403 -6.93 0.0691
2022-08-11 2022-06-30 13F CATERPILLAR COM 149123101 2,270 122 5.68 433 -9.60 0.0675
2022-04-27 2022-03-31 13F CATERPILLAR COM 149123101 2,148 183 9.31 479 17.98 0.0718
2022-01-31 2021-12-31 13F CATERPILLAR COM 149123101 1,965 102 5.48 406 13.41 0.0456
2021-11-04 2021-09-30 13F CATERPILLAR COM 149123101 1,863 52 2.87 358 -9.14 0.0463
2021-08-06 2021-06-30 13F/A-1 CATERPILLAR COM 149123101 1,811 106 6.22 394 -0.25 0.0439
2021-05-17 2021-03-31 13F CATERPILLAR COM 149123101 1,705 584 52.10 395 93.63 0.0385
2021-02-10 2020-12-31 13F CATERPILLAR COM 149123101 1,121 1,121 -34.25 204 -48.35 0.0182
2020-05-01 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -1,680 -100.00 0 -100.00
2020-02-07 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 1,680 7 0.42 248 17.54 0.0270
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 1,673 0 0.00 211 -7.46 0.0258
2019-08-08 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 1,673 0 0.00 228 0.44 0.0261
2019-05-14 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 1,673 0 0.00 227 6.57 0.0262
2019-02-08 2018-12-31 13F Caterpillar COM 149123101 1,673 0 0.00 213 -16.47 0.0288
2018-11-07 2018-09-30 13F Caterpillar COM 149123101 1,673 0 0.00 255 12.33 0.0317
2018-08-13 2018-06-30 13F Caterpillar COM 149123101 1,673 0 0.00 227 -8.10 0.0302
2018-05-07 2018-03-31 13F Caterpillar COM 149123101 1,673 0 0.00 247 -6.44 0.0338
2018-02-08 2017-12-31 13F Caterpillar COM 149123101 1,673 0 0.00 264 26.32 0.0365
2017-11-09 2017-09-30 13F Caterpillar COM 149123101 1,673 1,673 209 0.0318
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.