卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionMorse Asset Management, Inc
Latest Disclosed Ownership1,852 shares
Latest Disclosed Value $ 1,312,068
Morse Asset Management, Inc reports 0.49% increase in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - Morse Asset Management, Inc filed a 13F-HR form disclosing ownership of 1,852 shares of Caterpillar Inc. (MX:CAT) valued at $1,312,068 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,843 shares of Caterpillar Inc.. This represents a change in shares of 0.49% 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)
2026-05-14 2026-03-31 13F CATERPILLAR INC COM Stock 149123101 1,852 9 0.49 1,312 24.36 0.2727
2026-02-03 2025-12-31 13F CATERPILLAR INC COM Stock 149123101 1,843 59 3.31 1,056 23.97 0.2110
2025-11-14 2025-09-30 13F CATERPILLAR INC COM Stock 149123101 1,784 320 21.86 851 49.82 0.1699
2025-08-15 2025-06-30 13F CATERPILLAR INC COM Stock 149123101 1,464 -10 -0.68 568 16.87 0.1245
2025-05-05 2025-03-31 13F CATERPILLAR INC COM Stock 149123101 1,474 -1,505 -50.52 486 -55.00 0.1227
2025-02-14 2024-12-31 13F CATERPILLAR INC COM Stock 149123101 2,979 0 0.00 1,081 -7.30 0.2469
2024-11-20 2024-09-30 13F/A-1 CATERPILLAR INC COM Stock 149123101 2,979 5 0.17 1,165 0.2515
2024-11-14 2024-09-30 13F CATERPILLAR INC COM Stock 149123101 2,979 5 1 0.2509
2024-08-14 2024-06-30 13F Caterpillar COM 149123101 2,974 0 0.00 1 -100.00 0.2403
2024-05-15 2024-03-31 13F Caterpillar COM 149123101 2,974 125 4.39 1 0.2781
2024-02-15 2023-12-31 13F Caterpillar COM 149123101 2,849 -920 -24.41 1 -100.00 0.2478
2023-11-13 2023-09-30 13F Caterpillar COM 149123101 3,769 680 22.01 1 0.3255
2023-08-14 2023-06-30 13F Caterpillar COM 149123101 3,089 -1,153 -27.18 1 0.2311
2023-05-03 2023-03-31 13F Caterpillar COM 149123101 4,242 498 13.30 1 0.3281
2023-02-08 2022-12-31 13F Caterpillar COM 149123101 3,744 -200 -5.07 1 -100.00 0.3258
2022-11-14 2022-09-30 13F Caterpillar COM 149123101 3,944 175 4.64 647 -4.01 0.2443
2022-08-11 2022-06-30 13F Caterpillar COM 149123101 3,769 795 26.73 674 1.66 0.2163
2022-05-12 2022-03-31 13F Caterpillar COM 149123101 2,974 360 13.77 663 22.78 0.1648
2022-02-14 2021-12-31 13F Caterpillar COM 149123101 2,614 200 8.29 540 16.63 0.1206
2021-11-09 2021-09-30 13F Caterpillar COM 149123101 2,414 -3,931 -61.95 463 -66.47 0.1102
2021-08-13 2021-06-30 13F Caterpillar COM 149123101 6,345 -3,255 -33.91 1,381 -37.96 0.3337
2021-05-13 2021-03-31 13F/A-1 Caterpillar COM 149123101 9,600 1,800 23.08 2,226 56.76 0.5712
2021-05-13 2021-03-31 13F Caterpillar COM 149123101 9,600 1,800 2,226 0.5712
2021-02-11 2020-12-31 13F Caterpillar COM 149123101 7,800 775 11.03 1,420 35.50 0.3937
2020-11-09 2020-09-30 13F Caterpillar COM 149123101 7,025 4,735 206.77 1,048 261.38 0.3360
2020-08-14 2020-06-30 13F Caterpillar COM 149123101 2,290 -2,610 -53.27 290 -49.03 0.1033
2020-05-01 2020-03-31 13F Caterpillar COM 149123101 4,900 -1,594 -24.55 569 -40.67 0.2717
2020-01-31 2019-12-31 13F Caterpillar COM 149123101 6,494 -900 -12.17 959 2.68 0.3288
2019-11-05 2019-09-30 13F Caterpillar COM 149123101 7,394 -13,626 -64.82 934 -67.40 0.3491
2019-08-01 2019-06-30 13F Caterpillar COM 149123101 21,020 -760 -3.49 2,865 -2.91 0.8438
2019-05-02 2019-03-31 13F Caterpillar COM 149123101 21,780 915 4.39 2,951 11.32 0.8847
2019-02-13 2018-12-31 13F Caterpillar COM 149123101 20,865 -75 -0.36 2,651 -16.97 0.9413
2018-11-01 2018-09-30 13F Caterpillar COM 149123101 20,940 730 3.61 3,193 16.45 0.8415
2018-08-15 2018-06-30 13F Caterpillar COM 149123101 20,210 790 4.07 2,742 -4.19 0.7514
2018-05-02 2018-03-31 13F Caterpillar COM 149123101 19,420 -500 -2.51 2,862 -8.82 0.7926
2018-01-29 2017-12-31 13F Caterpillar COM 149123101 19,920 -130 -0.65 3,139 25.56 0.8735
2017-10-31 2017-09-30 13F Caterpillar COM 149123101 20,050 -200 -0.99 2,500 14.89 0.7449
2017-08-01 2017-06-30 13F Caterpillar COM 149123101 20,250 10,300 103.52 2,176 135.75 0.7085
2017-05-04 2017-03-31 13F Caterpillar COM 149123101 9,950 9,950 923 0.3149
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.