卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership6,353 shares
Latest Disclosed Value $ 4,500,996
Triangle Securities Wealth Management reports 53.29% decrease in ownership of CAT / Caterpillar Inc.

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 6,353 shares of Caterpillar Inc. (MX:CAT) valued at $4,500,996 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 13,600 shares of Caterpillar Inc.. This represents a change in shares of -53.29% 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)
2026-04-20 2026-03-31 13F CATERPILLAR COM 149123101 6,353 -7,247 -53.29 4,501 -36.82 1.0215
2026-01-13 2025-12-31 13F CATERPILLAR COM 149123101 13,600 6,623 94.93 7,123 114.03 1.5018
2025-10-15 2025-09-30 13F CATERPILLAR COM 149123101 6,977 826 13.43 3,329 39.42 0.7536
2025-07-10 2025-06-30 13F CATERPILLAR COM 149123101 6,151 -718 -10.45 2,388 5.39 0.5876
2025-04-10 2025-03-31 13F CATERPILLAR COM 149123101 6,869 201 3.01 2,265 -6.33 0.5827
2025-01-15 2024-12-31 13F CATERPILLAR COM 149123101 6,668 -309 -4.43 2,419 -11.36 0.6204
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 6,977 -101 -1.43 2,729 15.74 0.7053
2024-07-10 2024-06-30 13F CATERPILLAR COM 149123101 7,078 -37 -0.52 2,358 -9.59 0.6658
2024-04-10 2024-03-31 13F CATERPILLAR COM 149123101 7,115 -77 -1.07 2,607 22.62 0.7431
2024-01-10 2023-12-31 13F CATERPILLAR COM 149123101 7,192 -22 -0.30 2,127 7.97 0.6612
2023-10-10 2023-09-30 13F CATERPILLAR COM 149123101 7,214 30 0.42 1,969 11.43 0.7003
2023-07-13 2023-06-30 13F CATERPILLAR COM 149123101 7,184 -190 -2.58 1,768 4.74 0.6081
2023-04-20 2023-03-31 13F CATERPILLAR COM 149123101 7,374 -791 -9.69 1,688 -13.75 0.6035
2023-01-11 2022-12-31 13F CATERPILLAR COM 149123101 8,165 -125 -1.51 1,956 43.82 0.7172
2022-10-19 2022-09-30 13F CATERPILLAR COM 149123101 8,290 -251 -2.94 1,360 -10.94 0.5558
2022-07-11 2022-06-30 13F CATERPILLAR COM 149123101 8,541 13 0.15 1,527 -19.63 0.5949
2022-04-13 2022-03-31 13F CATERPILLAR COM 149123101 8,528 -282 -3.20 1,900 4.34 0.6361
2022-01-14 2021-12-31 13F CATERPILLAR COM 149123101 8,810 -70 -0.79 1,821 6.80 0.5699
2021-10-14 2021-09-30 13F CATERPILLAR COM 149123101 8,880 -44 -0.49 1,705 -12.20 0.5787
2021-07-12 2021-06-30 13F CATERPILLAR COM 149123101 8,924 -694 -7.22 1,942 -12.91 0.6567
2021-04-12 2021-03-31 13F CATERPILLAR COM 149123101 9,618 -353 -3.54 2,230 22.87 0.8062
2021-01-11 2020-12-31 13F CATERPILLAR COM 149123101 9,971 -199 -1.96 1,815 19.64 0.7187
2020-10-09 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 10,170 -241 -2.31 1,517 15.19 0.6858
2020-07-08 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 10,411 888 9.32 1,317 19.19 0.6301
2020-04-06 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 9,523 560 6.25 1,105 -16.54 0.6369
2020-01-09 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 8,963 88 0.99 1,324 18.11 0.5738
2019-10-15 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 8,875 236 2.73 1,121 -3.78 0.5481
2019-07-10 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 8,639 750 9.51 1,165 8.98 0.5918
2019-04-10 2019-03-31 13F/A-1 CATERPILLAR INC DEL COM 149123101 7,889 -210 -2.59 1,069 3.89 0.5602
2019-04-08 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 7,889 1,069
2019-01-17 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 8,099 5,180 177.46 1,029 131.24 0.6076
2018-10-04 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 2,919 -95 -3.15 445 8.80 0.2364
2018-07-12 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 3,014 -70 -2.27 409 -10.11 0.2286
2018-04-11 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 3,084 -140 -4.34 455 -10.43 0.2614
2018-01-10 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 3,224 -50 -1.53 508 24.51 0.2901
2017-10-11 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 3,274 -60 -1.80 408 13.97 0.2427
2017-07-06 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 3,334 -225 -6.32 358 8.48 0.2366
2017-04-05 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 3,559 -2,545 -41.69 330 -41.70 0.2106
2017-01-19 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 6,104 -520 -7.85 566 -3.74 0.3781
2016-10-06 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 6,624 -235 -3.43 588 13.08 0.4067
2016-07-07 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 6,859 -2,695 -28.21 520 -28.86 0.3880
2016-04-08 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 9,554 -105 -1.09 731 11.43 0.4769
2016-01-28 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 9,659 -2,005 -17.19 656 -13.91 0.4396
2015-10-08 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 11,664 -2,720 -18.91 762 -37.54 0.5762
2015-07-15 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 14,384 -125 -0.86 1,220 5.08 0.8621
2015-04-13 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 14,509 -1,735 -10.68 1,161 -21.92 0.8039
2015-01-08 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 16,244 955 6.25 1,487 -1.78 1.0583
2014-10-16 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 15,289 0 0.00 1,514 -8.85 1.1634
2014-07-16 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 15,289 -7,169 -31.92 1,661 -14.95 1.2726
2014-04-14 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 22,458 -2,370 -9.55 1,953 -13.39 1.7554
2014-01-13 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 24,828 60 0.24 2,255 9.15 1.8303
2013-10-08 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 24,768 110 0.45 2,066 1.57 1.8002
2013-07-10 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 24,658 24,658 2,034 1.5041
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.