卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionRoundview Capital LLC
Latest Disclosed Ownership16,756 shares
Latest Disclosed Value $ 11,870,750
Roundview Capital LLC reports 0.99% decrease in ownership of CAT / Caterpillar Inc.

On May 8, 2026 - Roundview Capital LLC filed a 13F-HR form disclosing ownership of 16,756 shares of Caterpillar Inc. (MX:CAT) valued at $11,870,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 16,924 shares of Caterpillar Inc.. This represents a change in shares of -0.99% 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)
2026-05-08 2026-03-31 13F CATERPILLAR COM 149123101 16,756 -168 -0.99 11,871 22.43 0.7394
2026-02-09 2025-12-31 13F CATERPILLAR COM 149123101 16,924 627 3.85 9,695 24.68 0.5964
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 16,297 -174 -1.06 7,776 21.61 0.4916
2025-07-23 2025-06-30 13F CATERPILLAR COM 149123101 16,471 -111 -0.67 6,394 16.93 0.4274
2025-05-06 2025-03-31 13F CATERPILLAR COM 149123101 16,582 396 2.45 5,469 -6.86 0.3946
2025-02-12 2024-12-31 13F CATERPILLAR COM 149123101 16,186 274 1.72 5,872 -5.66 0.4100
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 15,912 -508 -3.09 6,224 13.79 0.4509
2024-08-09 2024-06-30 13F CATERPILLAR COM 149123101 16,420 95 0.58 5,470 -8.56 0.4308
2024-05-06 2024-03-31 13F CATERPILLAR COM 149123101 16,325 684 4.37 5,982 29.35 0.4890
2024-02-12 2023-12-31 13F CATERPILLAR COM 149123101 15,641 144 0.93 4,625 9.31 0.4263
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 15,497 -177 -1.13 4,231 9.70 0.4254
2023-08-09 2023-06-30 13F CATERPILLAR COM 149123101 15,674 -165 -1.04 3,857 6.40 0.3765
2023-05-09 2023-03-31 13F CATERPILLAR COM 149123101 15,839 344 2.22 3,625 -2.34 0.3791
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 15,495 240 1.57 3,712 48.26 0.4235
2022-11-10 2022-09-30 13F CATERPILLAR INC DEL COM 149123101 15,255 205 1.36 2,503 -6.95 0.3160
2022-08-11 2022-06-30 13F CATERPILLAR COM 149123101 15,050 -111 -0.73 2,690 -20.37 0.3221
2022-05-17 2022-03-31 13F/A-1 CATERPILLAR COM 149123101 15,161 66 0.44 3,378 8.23 0.3471
2022-05-11 2022-03-31 13F CATERPILLAR COM 149123101 15,161 66 3,378 0.3352
2022-02-10 2021-12-31 13F CATERPILLAR INC DEL COM 149123101 15,095 126 0.84 3,121 8.59 0.3112
2021-11-10 2021-09-30 13F CATERPILLAR INC DEL COM 149123101 14,969 94 0.63 2,874 -11.21 0.3168
2021-08-10 2021-06-30 13F CATERPILLAR INC DEL COM 149123101 14,875 125 0.85 3,237 -5.35 0.3612
2021-05-14 2021-03-31 13F CATERPILLAR INC DEL COM 149123101 14,750 1,000 7.27 3,420 36.64 0.4303
2021-02-08 2020-12-31 13F CATERPILLAR INC DEL COM 149123101 13,750 793 6.12 2,503 29.49 0.3424
2020-11-05 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 12,957 107 0.83 1,933 18.88 0.3033
2020-08-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 12,850 -253 -1.93 1,626 6.97 0.2762
2020-05-11 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 13,103 213 1.65 1,520 -20.17 0.3213
2020-02-10 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 12,890 335 2.67 1,904 20.05 0.3619
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 12,555 95 0.76 1,586 -6.60 0.3423
2019-08-12 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 12,460 445 3.70 1,698 4.30 0.3824
2019-05-09 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 12,015 50 0.42 1,628 7.11 0.3868
2019-02-13 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 11,965 -210 -1.72 1,520 -18.15 0.4262
2018-11-07 2018-09-30 13F Caterpillar COM 149123101 12,175 390 3.31 1,857 16.14 0.4583
2018-08-10 2018-06-30 13F Caterpillar COM 149123101 11,785 45 0.38 1,599 -7.57 0.4191
2018-05-14 2018-03-31 13F Caterpillar COM 149123101 11,740 -560 -4.55 1,730 -10.73 0.4870
2018-02-07 2017-12-31 13F Caterpillar COM 149123101 12,300 1,460 13.47 1,938 43.34 0.5005
2017-11-13 2017-09-30 13F/A-1 Caterpillar COM 149123101 10,840 -15,992 -59.60 1,352 -53.10 0.3867
2017-11-13 2017-09-30 13F Caterpillar COM 149123101 26,832 0 2,883 841,022.5294
2017-08-11 2017-06-30 13F Caterpillar COM 149123101 26,832 -1,693 -5.94 2,883 8.96 0.8410
2017-05-11 2017-03-31 13F Caterpillar COM 149123101 28,525 -15,400 -35.06 2,646 -35.05 0.8214
2017-02-14 2016-12-31 13F Caterpillar COM 149123101 43,925 0 0.00 4,074 4.49 1.3076
2016-11-14 2016-09-30 13F Caterpillar COM 149123101 43,925 -490 -1.10 3,899 15.80 1.3779
2016-08-12 2016-06-30 13F Caterpillar COM 149123101 44,415 85 0.19 3,367 -0.77 1.2392
2016-05-12 2016-03-31 13F Caterpillar COM 149123101 44,330 22,515 103.21 3,393 128.79 1.2648
2016-02-11 2015-12-31 13F Caterpillar COM 149123101 21,815 13,120 150.89 1,483 161.09 0.5875
2015-11-12 2015-09-30 13F Caterpillar COM 149123101 8,695 40 0.46 568 -22.62 0.2436
2015-08-14 2015-06-30 13F Caterpillar COM 149123101 8,655 -55 -0.63 734 5.31 0.2764
2015-05-15 2015-03-31 13F Caterpillar COM 149123101 8,710 -7,460 -46.13 697 -52.91 0.2758
2015-02-13 2014-12-31 13F Caterpillar COM 149123101 16,170 5,995 58.92 1,480 46.83 0.6075
2014-11-14 2014-09-30 13F Caterpillar COM 149123101 10,175 0 0.00 1,008 -8.86 0.4532
2014-08-08 2014-06-30 13F Caterpillar COM 149123101 10,175 -440 -4.15 1,106 4.83 0.4472
2014-04-30 2014-03-31 13F Caterpillar COM 149123101 10,615 440 4.32 1,055 14.18 0.5124
2014-02-12 2013-12-31 13F Caterpillar COM 149123101 10,175 715 7.56 924 17.11 0.4235
2013-11-12 2013-09-30 13F Caterpillar COM 149123101 9,460 -276 -2.83 789 -1.74 0.4098
2013-07-30 2013-06-30 13F Caterpillar COM 149123101 9,736 9,736 803 0.5039
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.