卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionStrategic Equity Management
Latest Disclosed Ownership1,542 shares
Latest Disclosed Value $ 1,092,445
Strategic Equity Management reports 0.19% increase in ownership of CAT / Caterpillar Inc.

On April 21, 2026 - Strategic Equity Management filed a 13F-HR form disclosing ownership of 1,542 shares of Caterpillar Inc. (MX:CAT) valued at $1,092,445 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,539 shares of Caterpillar Inc.. This represents a change in shares of 0.19% 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)
2026-04-21 2026-03-31 13F CATERPILLAR COM 149123101 1,542 3 0.19 1,092 23.95 0.4106
2026-02-09 2025-12-31 13F CATERPILLAR COM 149123101 1,539 3 0.20 882 20.36 0.2990
2025-11-05 2025-09-30 13F CATERPILLAR COM 149123101 1,536 10 0.66 733 23.65 0.2715
2025-08-11 2025-06-30 13F CATERPILLAR COM 149123101 1,526 0 0.00 592 17.69 0.2180
2025-04-15 2025-03-31 13F CATERPILLAR COM 149123101 1,526 6 0.39 503 -8.71 0.2116
2025-02-07 2024-12-31 13F CATERPILLAR COM 149123101 1,520 11 0.73 551 -6.61 0.2323
2024-11-05 2024-09-30 13F CATERPILLAR COM 149123101 1,509 0 0.00 590 17.53 0.2798
2024-07-31 2024-06-30 13F CATERPILLAR COM 149123101 1,509 5 0.33 503 -8.89 0.3275
2024-04-16 2024-03-31 13F CATERPILLAR COM 149123101 1,504 6 0.40 551 24.66 0.4605
2024-02-07 2023-12-31 13F CATERPILLAR COM 149123101 1,498 7 0.47 443 8.60 0.4987
2023-11-07 2023-09-30 13F CATERPILLAR COM 149123101 1,491 7 0.47 407 11.51 0.1534
2023-07-18 2023-06-30 13F CATERPILLAR COM 149123101 1,484 8 0.54 365 8.31 0.1250
2023-04-25 2023-03-31 13F CATERPILLAR COM 149123101 1,476 7 0.48 338 -3.99 0.1202
2023-02-09 2022-12-31 13F CATERPILLAR COM 149123101 1,469 7 0.48 352 46.25 0.1350
2022-10-17 2022-09-30 13F CATERPILLAR COM 149123101 1,462 10 0.69 240 -7.69 0.0994
2022-07-26 2022-06-30 13F CATERPILLAR COM 149123101 1,452 7 0.48 260 -19.25 0.1349
2022-05-02 2022-03-31 13F CATERPILLAR COM 149123101 1,445 7 0.49 322 8.42 0.1158
2022-01-18 2021-12-31 13F CATERPILLAR COM 149123101 1,438 8 0.56 297 8.00 0.0929
2021-11-09 2021-09-30 13F CATERPILLAR COM 149123101 1,430 7 0.49 275 -11.29 0.0920
2021-07-28 2021-06-30 13F CATERPILLAR COM 149123101 1,423 12 0.85 310 -5.20 0.1061
2021-05-12 2021-03-31 13F CATERPILLAR COM 149123101 1,411 0 0.00 327 27.24 0.1383
2021-02-10 2020-12-31 13F CATERPILLAR COM 149123101 1,411 1,411 257 0.1152
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.