卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionPSI Advisors, LLC
Latest Disclosed Ownership1,685 shares
Latest Disclosed Value $ 1,193,758
PSI Advisors, LLC reports 6.78% increase in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - PSI Advisors, LLC filed a 13F-HR form disclosing ownership of 1,685 shares of Caterpillar Inc. (MX:CAT) valued at $1,193,758 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,578 shares of Caterpillar Inc.. This represents a change in shares of 6.78% 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)
2026-05-15 2026-03-31 13F CATERPILLAR Common Stock 149123101 1,685 107 6.78 1,194 32.12 0.1894
2026-02-09 2025-12-31 13F CATERPILLAR Common Stock 149123101 1,578 -120 -7.07 904 11.48 0.2271
2025-11-12 2025-09-30 13F CATERPILLAR Common Stock 149123101 1,698 45 2.72 810 26.37 0.2087
2025-08-12 2025-06-30 13F CATERPILLAR Common Stock 149123101 1,653 -227 -12.07 642 3.39 0.3150
2025-04-21 2025-03-31 13F CATERPILLAR COMMON STOCK 149123101 1,880 -593 -23.98 620 -30.80 0.2017
2025-01-13 2024-12-31 13F CATERPILLAR Common Stock 149123101 2,473 136 5.82 897 -1.86 0.2661
2024-10-22 2024-09-30 13F CATERPILLAR COMMON STOCK 149123101 2,337 86 3.82 914 21.90 0.2677
2024-07-23 2024-06-30 13F CATERPILLAR COMMON STOCK 149123101 2,251 35 1.58 750 -7.64 0.2372
2024-04-24 2024-03-31 13F CATERPILLAR COMMON STOCK 149123101 2,216 -448 -16.82 812 3.05 0.2934
2024-02-01 2023-12-31 13F CATERPILLAR COM 149123101 2,664 303 12.83 787 22.20 0.2940
2023-10-13 2023-09-30 13F CATERPILLAR Common Stock 149123101 2,361 -2,206 -48.30 644 -42.65 0.2790
2023-07-21 2023-06-30 13F CATERPILLAR COM 149123101 4,567 2,212 93.93 1,124 108.35 0.4932
2023-04-25 2023-03-31 13F CATERPILLAR Common Stock 149123101 2,355 -1,823 -43.63 539 -46.10 0.2603
2023-01-19 2022-12-31 13F CATERPILLAR Common Stock 149123101 4,178 -1,058 -20.21 1,001 16.41 0.5326
2022-10-20 2022-09-30 13F CATERPILLAR Common Stock 149123101 5,236 -52 -0.98 859 -9.10 0.4513
2022-07-18 2022-06-30 13F CATERPILLAR COMMON STOCK 149123101 5,288 240 4.75 945 -16.00 0.4646
2022-04-20 2022-03-31 13F CATERPILLAR Common Stock 149123101 5,048 -1,585 -23.90 1,125 -17.94 0.4631
2022-02-11 2021-12-31 13F CATERPILLAR CAT 149123101 6,633 680 11.42 1,371 20.05 0.5579
2021-11-12 2021-09-30 13F CATERPILLAR Stock 149123101 5,953 3,002 101.73 1,142 77.05 0.5248
2021-08-10 2021-06-30 13F CATERPILLAR COM 149123101 2,951 932 46.16 645 37.82 0.3399
2021-05-11 2021-03-31 13F CATERPILLAR COM 149123101 2,019 -306 -13.16 468 10.64 0.2757
2021-02-08 2020-12-31 13F CATERPILLAR COM 149123101 2,325 -4,404 -65.45 423 -57.83 0.2917
2020-11-12 2020-09-30 13F CATERPILLAR COM 149123101 6,729 -790 -10.51 1,003 5.47 0.7655
2020-11-24 2020-06-30 13F/A-1 CATERPILLAR COM 149123101 7,519 484 6.88 951 16.54 0.7668
2020-08-04 2020-06-30 13F CATERPILLAR COM 149123101 7,519 484 951 108,284.2581
2020-05-15 2020-03-31 13F CATERPILLAR COM 149123101 7,035 180 2.63 816 -19.37 0.7505
2020-02-13 2019-12-31 13F CATERPILLAR COM 149123101 6,855 6,855 1,012 0.6507
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.