卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionTownsquare Capital Llc
Latest Disclosed Ownership2,868 shares
Latest Disclosed Value $ 2,031,938
Townsquare Capital Llc reports 2.80% increase in ownership of CAT / Caterpillar Inc.

On May 13, 2026 - Townsquare Capital Llc filed a 13F-HR form disclosing ownership of 2,868 shares of Caterpillar Inc. (MX:CAT) valued at $2,031,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,790 shares of Caterpillar Inc.. This represents a change in shares of 2.80% 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)
2026-05-13 2026-03-31 13F CATERPILLAR COM 149123101 2,868 78 2.80 2,032 27.10 0.1933
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 2,790 70 2.57 1,598 23.21 0.3583
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 2,790 1,598
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 2,790 1,598
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 2,790 1,598
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 2,790 1,598
2026-02-11 2025-12-31 13F CATERPILLAR COM 149123101 2,790 1,598
2025-11-03 2025-09-30 13F CATERPILLAR COM 149123101 2,720 -1,190 -30.43 1,298 -14.50 0.1963
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 3,910 -30,985 -88.79 1,518 -86.82 0.1479
2025-05-12 2025-03-31 13F CATERPILLAR COM 149123101 34,895 628 1.83 11,509 -7.42 0.1226
2025-02-13 2024-12-31 13F CATERPILLAR COM 149123101 34,267 6,829 24.89 12,431 15.83 0.1403
2024-11-13 2024-09-30 13F CATERPILLAR COM 149123101 27,438 1,338 5.13 10,732 23.44 0.1285
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 26,100 4,267 19.54 8,694 8.66 0.1186
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 21,833 3,301 17.81 8,000 46.01 0.1172
2024-02-15 2023-12-31 13F CATERPILLAR COM 149123101 18,532 -16,042 -46.40 5,479 -41.95 0.0939
2023-11-15 2023-09-30 13F CATERPILLAR COM 149123101 34,574 430 1.26 9,439 12.34 0.1723
2023-11-13 2023-06-30 13F CATERPILLAR COM 149123101 34,144 3,821 12.60 8,401 21.09 0.1530
2023-05-11 2023-03-31 13F CATERPILLAR COM 149123101 30,323 6,803 28.92 6,939 23.15 0.1528
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 23,520 1,404 6.35 5,634 55.29 0.1395
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 22,116 1,407 6.79 3,628 -2.00 0.1039
2022-08-08 2022-06-30 13F CATERPILLAR COM 149123101 20,709 421 2.08 3,702 -18.10 0.1051
2022-04-28 2022-03-31 13F CATERPILLAR COM 149123101 20,288 7,688 61.02 4,520 73.58 0.0836
2022-02-11 2021-12-31 13F CATERPILLAR COM 149123101 12,600 9,353 288.05 2,604 317.98 0.0653
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 3,247 5 0.15 623 -9.97 0.0179
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 3,242 37 1.15 692 -6.86 0.0224
2021-05-17 2021-03-31 13F CATERPILLAR COM 149123101 3,205 50 1.58 743 29.44 0.0289
2021-02-16 2020-12-31 13F CATERPILLAR INC DEL COM 149123101 3,155 5 0.16 574 20.34 0.0255
2020-12-01 2020-09-30 13F/A-2 CATERPILLAR INC DEL COM 149123101 3,150 99 3.24 477 19.85 0.0278
2020-11-16 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 3,051 0 398 10,122.3404
2020-08-17 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,051 -42 -1.36 398 16.03 0.0270
2020-05-18 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 3,093 -228 -6.87 343 -30.14 0.0277
2020-05-18 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 3,321 -396 -10.65 491 -10.07 0.0398
2019-11-14 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 3,717 -809 -17.87 546 -3.19 0.0452
2019-08-15 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 4,526 1,138 33.59 564 22.88 0.0537
2019-05-15 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 3,388 -2 -0.06 459 2.68 0.0354
2019-02-12 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 3,390 3,390 447 0.0582
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.