卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionVident Advisory, LLC
Latest Disclosed Ownership50,510 shares
Latest Disclosed Value $ 35,784,562
Vident Advisory, LLC reports 0.56% decrease in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - Vident Advisory, LLC filed a 13F-HR form disclosing ownership of 50,510 shares of Caterpillar Inc. (MX:CAT) valued at $35,784,562 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 50,797 shares of Caterpillar Inc.. This represents a change in shares of -0.56% 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)
2026-05-14 2026-03-31 13F CATERPILLAR COM 149123101 50,510 -287 -0.56 35,785 22.97 0.0968
2026-02-18 2025-12-31 13F CATERPILLAR COM 149123101 50,797 9,372 22.62 29,100 47.22 0.2650
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 41,425 10,887 35.65 19,766 66.73 0.1888
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 30,538 133 0.44 11,855 18.22 0.1331
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 30,405 -748 -2.40 10,029 -11.27 0.1465
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 31,153 3,830 14.02 11,302 5.75 0.1982
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 27,323 1,602 6.23 10,688 24.75 0.2690
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 25,721 1,294 5.30 8,568 -4.29 0.2367
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 24,427 4,013 19.66 8,951 48.32 0.1865
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 20,414 1,447 7.63 6,036 16.57 0.1517
2024-02-21 2023-09-30 13F/A-01 CATERPILLAR COM 149123101 18,967 18,967 5,178 0.1604
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 18,967 18,967 5,178 0.1292
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.