卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionVestmark Advisory Solutions, Inc.
Latest Disclosed Ownership7,730 shares
Latest Disclosed Value $ 5,476,900
Vestmark Advisory Solutions, Inc. reports 65.81% increase in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Vestmark Advisory Solutions, Inc. filed a 13F-HR form disclosing ownership of 7,730 shares of Caterpillar Inc. (MX:CAT) valued at $5,476,900 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,662 shares of Caterpillar Inc.. This represents a change in shares of 65.81% 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)
2026-05-15 2026-03-31 13F CATERPILLAR COM 149123101 7,730 3,068 65.81 5,477 105.09 0.0376
2026-02-06 2025-12-31 13F CATERPILLAR COM 149123101 4,662 3,402 270.00 2,671 344.26 0.0360
2025-11-10 2025-09-30 13F CATERPILLAR COM 149123101 1,260 1,260 601 0.0115
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 0 -604 -100.00 0 -100.00
2025-02-06 2024-12-31 13F CATERPILLAR COM 149123101 604 604 219 0.0075
2024-08-12 2024-06-30 13F CATERPILLAR COM 149123101 0 -563 -100.00 0 -100.00
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 563 -288 -33.84 206 -17.93 0.0089
2024-02-06 2023-12-31 13F CATERPILLAR COM 149123101 851 -219 -20.47 252 -14.04 0.0128
2023-11-06 2023-09-30 13F CATERPILLAR COM 149123101 1,070 -10,399 -90.67 292 -89.65 0.0212
2023-08-07 2023-06-30 13F CATERPILLAR COM 149123101 11,469 444 4.03 2,822 11.85 0.1075
2023-05-09 2023-03-31 13F CATERPILLAR COM 149123101 11,025 -10,909 -49.74 2,523 -51.98 0.1093
2023-01-20 2022-12-31 13F CATERPILLAR COM 149123101 21,934 190 0.87 5,255 47.29 0.2560
2022-11-03 2022-09-30 13F CATERPILLAR COM 149123101 21,744 6,087 38.88 3,567 27.44 0.1988
2022-08-04 2022-06-30 13F CATERPILLAR COM 149123101 15,657 7,041 81.72 2,799 45.78 0.1599
2022-04-27 2022-03-31 13F CATERPILLAR COM 149123101 8,616 1,108 14.76 1,920 23.71 0.1087
2022-01-31 2021-12-31 13F CATERPILLAR COM 149123101 7,508 538 7.72 1,552 15.99 0.0876
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 6,970 71 1.03 1,338 -10.86 0.0906
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 6,899 -1,482 -17.68 1,501 -22.75 0.1068
2021-05-10 2021-03-31 13F CATERPILLAR COM 149123101 8,381 633 8.17 1,943 37.80 0.1724
2021-02-04 2020-12-31 13F CATERPILLAR COM 149123101 7,748 256 3.42 1,410 26.23 0.1582
2020-10-19 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 7,492 1,205 19.17 1,117 40.50 0.1501
2020-08-13 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 6,287 2,951 88.46 795 105.43 0.1230
2020-05-06 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 3,336 3,336 387 0.0757
2020-02-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -1,972 -100.00 0 -100.00
2019-11-05 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 1,972 -1,791 -47.60 249 -51.46 0.0404
2019-08-20 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 3,763 633 20.22 513 20.99 0.0878
2019-05-14 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 3,130 3,130 424 0.0756
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.