卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionVision Capital Management, Inc.
Latest Disclosed Ownership773 shares
Latest Disclosed Value $ 547,640
Vision Capital Management, Inc. ownership in CAT / Caterpillar Inc.

On April 24, 2026 - Vision Capital Management, Inc. filed a 13F-HR form disclosing ownership of 773 shares of Caterpillar Inc. (MX:CAT) valued at $547,640 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 773 shares of Caterpillar Inc.. This represents a change in shares of 0.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-24 2026-03-31 13F CATERPILLAR COM 149123101 773 0 0.00 548 23.76 0.0432
2026-01-27 2025-12-31 13F CATERPILLAR COM 149123101 773 0 0.00 443 20.11 0.0534
2025-10-23 2025-09-30 13F CATERPILLAR COM 149123101 773 -197 -20.31 369 -2.13 0.0455
2025-07-16 2025-06-30 13F CATERPILLAR COM 149123101 970 150 18.29 377 39.26 0.0495
2025-04-30 2025-03-31 13F CATERPILLAR COM 149123101 820 -200 -19.61 270 -27.03 0.0390
2025-01-27 2024-12-31 13F CATERPILLAR COM 149123101 1,020 50 5.15 370 -2.37 0.0544
2024-11-05 2024-09-30 13F CATERPILLAR COM 149123101 970 970 379 0.0535
2014-02-18 2013-12-31 13F CATERPILLAR INC COM cs 149123101 0 -218,952 -100.00 0 -100.00
2013-11-04 2013-09-30 13F CATERPILLAR INC COM cs 149123101 218,952 52,175 31.28 18,261 32.74 2.1611
2013-07-25 2013-06-30 13F CATERPILLAR INC COM cs 149123101 166,777 166,777 13,757 2.2052
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.