卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionKwmg, Llc
Latest Disclosed Ownership501 shares
Latest Disclosed Value $ 354,938
Kwmg, Llc reports 0.40% decrease in ownership of CAT / Caterpillar Inc.

On April 9, 2026 - Kwmg, Llc filed a 13F-HR form disclosing ownership of 501 shares of Caterpillar Inc. (MX:CAT) valued at $354,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 503 shares of Caterpillar Inc.. This represents a change in shares of -0.40% 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)
2026-04-09 2026-03-31 13F CATERPILLAR COM 149123101 501 -2 -0.40 355 22.92 0.0296
2026-01-16 2025-12-31 13F CATERPILLAR COM 149123101 503 0 0.00 288 20.00 0.0248
2025-10-08 2025-09-30 13F CATERPILLAR COM 149123101 503 503 240 0.0210
2019-07-10 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -500 -100.00 0 -100.00
2019-04-23 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 500 0 0.00 68 6.25 0.0169
2019-02-12 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 500 0 0.00 64 -15.79 0.0175
2018-11-14 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 500 0 0.00 76 11.76 0.0194
2018-08-09 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 500 500 68 0.0186
2017-05-10 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -22,254 -100.00 0 -100.00
2017-02-13 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 22,254 -1,541 -6.48 2,064 -2.27 0.8977
2016-10-24 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 23,795 978 4.29 2,112 22.08 1.0263
2016-07-21 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 22,817 589 2.65 1,730 1.70 0.9355
2016-05-11 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 22,228 1,742 8.50 1,701 22.20 1.0010
2016-01-22 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 20,486 1,266 6.59 1,392 10.83 0.9404
2015-10-26 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 19,220 1,212 6.73 1,256 -17.75 0.9460
2015-08-11 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 18,008 1,308 7.83 1,527 4.73 1.1180
2015-05-13 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 16,700 6,277 60.22 1,458 65.12 1.1641
2015-02-13 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 10,423 10,423 883 0.7363
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.