卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership5,211 shares
Latest Disclosed Value $ 3,691,958
Avidian Wealth Solutions, LLC reports 19.71% increase in ownership of CAT / Caterpillar Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 5,211 shares of Caterpillar Inc. (MX:CAT) valued at $3,691,958 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 4,353 shares of Caterpillar Inc.. This represents a change in shares of 19.71% 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)
2026-05-07 2026-03-31 13F CATERPILLAR COM 149123101 5,211 858 19.71 3,692 48.05 0.1168
2026-02-02 2025-12-31 13F CATERPILLAR COM 149123101 4,353 142 3.37 2,493 24.09 0.0907
2025-10-30 2025-09-30 13F CATERPILLAR COM 149123101 4,211 70 1.69 2,009 25.02 0.0757
2025-07-30 2025-06-30 13F CATERPILLAR COM 149123101 4,141 193 4.89 1,607 23.43 0.0653
2025-04-25 2025-03-31 13F CATERPILLAR COM 149123101 3,948 -697 -15.01 1,302 -22.73 0.0580
2025-01-29 2024-12-31 13F CATERPILLAR COM 149123101 4,645 224 5.07 1,685 -2.54 0.0757
2024-10-30 2024-09-30 13F CATERPILLAR COM 149123101 4,421 -182 -3.95 1,729 12.79 0.0785
2024-08-06 2024-06-30 13F CATERPILLAR COM 149123101 4,603 -1,058 -18.69 1,533 -26.08 0.0637
2024-05-03 2024-03-31 13F CATERPILLAR COM 149123101 5,661 191 3.49 2,074 28.26 0.1006
2024-02-06 2023-12-31 13F CATERPILLAR COM 149123101 5,470 -547 -9.09 1,617 -1.52 0.0995
2023-10-13 2023-09-30 13F CATERPILLAR COM 149123101 6,017 -123 -2.00 1,643 8.74 0.1157
2023-08-03 2023-06-30 13F CATERPILLAR COM 149123101 6,140 -16,027 -72.30 1,511 -70.23 0.0989
2023-05-08 2023-03-31 13F CATERPILLAR COM 149123101 22,167 368 1.69 5,073 -2.87 0.2783
2023-02-06 2022-12-31 13F CATERPILLAR COM 149123101 21,799 6,082 38.70 5,222 102.48 0.3401
2022-11-03 2022-09-30 13F CATERPILLAR COM 149123101 15,717 71 0.45 2,579 -7.79 0.1864
2022-07-29 2022-06-30 13F CATERPILLAR COM 149123101 15,646 199 1.29 2,797 -18.74 0.1980
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 15,447 461 3.08 3,442 11.10 0.2108
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 14,986 143 0.96 3,098 8.74 0.1928
2021-11-10 2021-09-30 13F CATERPILLAR COM 149123101 14,843 311 2.14 2,849 -9.93 0.2170
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 14,532 211 1.47 3,163 -4.76 0.2427
2021-05-05 2021-03-31 13F CATERPILLAR COM 149123101 14,321 255 1.81 3,321 29.73 0.2829
2021-02-09 2020-12-31 13F CATERPILLAR COM 149123101 14,066 -82 -0.58 2,560 21.33 0.2427
2021-02-03 2020-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 14,148 885 6.67 2,110 25.74 0.2390
2020-08-10 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 13,263 534 4.20 1,678 13.61 0.2264
2020-04-22 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 12,729 11,059 662.22 1,477 497.98 0.2370
2020-02-13 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 1,670 -1,366 -44.99 247 -35.51 0.0351
2019-11-14 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 3,036 -1,295 -29.90 383 -35.08 0.0631
2019-08-14 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 4,331 4,331 590 0.1395
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.