卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionZhang Financial LLC
Latest Disclosed Ownership11,341 shares
Latest Disclosed Value $ 8,034,816
Zhang Financial LLC reports 8.16% increase in ownership of CAT / Caterpillar Inc.

On May 6, 2026 - Zhang Financial LLC filed a 13F-HR form disclosing ownership of 11,341 shares of Caterpillar Inc. (MX:CAT) valued at $8,034,816 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 10,485 shares of Caterpillar Inc.. This represents a change in shares of 8.16% 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)
2026-05-06 2026-03-31 13F CATERPILLAR COM 149123101 11,341 856 8.16 8,035 33.77 0.2778
2026-02-10 2025-12-31 13F CATERPILLAR COM 149123101 10,485 -91 -0.86 6,006 19.02 0.2240
2025-11-10 2025-09-30 13F CATERPILLAR COM 149123101 10,576 284 2.76 5,046 26.31 0.2050
2025-08-01 2025-06-30 13F CATERPILLAR COM 149123101 10,292 -193 -1.84 3,995 15.53 0.1843
2025-04-15 2025-03-31 13F CATERPILLAR COM 149123101 10,485 1,327 14.49 3,458 4.09 0.1829
2025-01-16 2024-12-31 13F CATERPILLAR COM 149123101 9,158 736 8.74 3,322 0.85 0.1902
2024-10-15 2024-09-30 13F CATERPILLAR COM 149123101 8,422 227 2.77 3,294 20.70 0.2080
2024-07-19 2024-06-30 13F CATERPILLAR COM 149123101 8,195 176 2.19 2,730 -7.11 0.1909
2024-04-24 2024-03-31 13F CATERPILLAR COM 149123101 8,019 1,426 21.63 2,938 50.74 0.2177
2024-01-31 2023-12-31 13F CATERPILLAR COM 149123101 6,593 456 7.43 1,949 16.36 0.1674
2023-10-11 2023-09-30 13F CATERPILLAR COM 149123101 6,137 402 7.01 1,676 17.96 0.1698
2023-07-18 2023-06-30 13F CATERPILLAR COM 149123101 5,735 823 16.75 1,420 26.33 0.1457
2023-05-11 2023-03-31 13F CATERPILLAR COM 149123101 4,912 271 5.84 1,124 1.17 0.1284
2023-05-17 2022-12-31 13F/A-1 CATERPILLAR COM 149123101 4,641 1,397 43.06 1,112 108.83 0.1418
2023-01-17 2022-12-31 13F CATERPILLAR COM 149123101 4,641 1,397 1 0.0001
2022-10-18 2022-09-30 13F CATERPILLAR COM 149123101 3,244 -10 -0.31 532 -8.59 0.0802
2022-07-14 2022-06-30 13F CATERPILLAR COM 149123101 3,254 604 22.79 582 -1.36 0.0934
2022-04-21 2022-03-31 13F CATERPILLAR COM 149123101 2,650 134 5.33 590 13.46 0.0996
2022-02-10 2021-12-31 13F CATERPILLAR COM 149123101 2,516 214 9.30 520 17.65 0.0922
2021-10-20 2021-09-30 13F CATERPILLAR COM 149123101 2,302 122 5.60 442 -6.75 0.1022
2021-07-26 2021-06-30 13F CATERPILLAR COM 149123101 2,180 -281 -11.42 474 -16.99 0.1163
2021-04-21 2021-03-31 13F CATERPILLAR COM 149123101 2,461 0 0.00 571 27.46 0.1532
2021-01-20 2020-12-31 13F CATERPILLAR COM 149123101 2,461 291 13.41 448 38.27 0.1380
2020-10-13 2020-09-30 13F CATERPILLAR COM 149123101 2,170 0 0.00 324 17.82 0.1168
2020-07-23 2020-06-30 13F CATERPILLAR COM 149123101 2,170 -200 -8.44 275 0.00 0.1060
2020-05-06 2020-03-31 13F CATERPILLAR COM 149123101 2,370 0 0.00 275 -21.43 0.1217
2020-01-21 2019-12-31 13F CATERPILLAR COM 149123101 2,370 0 0.00 350 17.06 0.1334
2019-10-17 2019-09-30 13F CATERPILLAR COM 149123101 2,370 0 0.00 299 -7.43 0.1263
2019-07-24 2019-06-30 13F CATERPILLAR COM 149123101 2,370 -270 -10.23 323 -9.78 0.1351
2019-05-14 2019-03-31 13F CATERPILLAR COM 149123101 2,640 0 0.00 358 6.87 0.1541
2019-05-16 2018-12-31 13F CATERPILLAR COM 149123101 2,640 452 20.66 335 0.60 0.1618
2019-05-24 2018-09-30 13F CATERPILLAR COM 149123101 2,188 0 0.00 333 11.74 0.1589
2019-05-24 2018-06-30 13F CATERPILLAR COM 149123101 2,188 0 0.00 298 -5.40 0.1517
2019-05-24 2018-03-31 13F CATERPILLAR COM 149123101 2,188 -211 -8.80 315 -20.85 0.1648
2019-05-23 2017-12-31 13F CATERPILLAR COM 149123101 2,399 0 0.00 398 30.92 0.1942
2019-05-24 2017-09-30 13F CATERPILLAR COM 149123101 2,399 -200 -7.70 304 8.57 0.1545
2019-05-23 2017-06-30 13F CATERPILLAR COM 149123101 2,599 200 8.34 280 -29.65 0.1488
2019-05-23 2017-03-31 13F CATERPILLAR COM 149123101 2,399 -683 -22.16 398 36.77 0.1981
2019-05-28 2016-12-31 13F CATERPILLAR COM 149123101 3,082 -2,199 -41.64 291 -37.95 0.1578
2019-05-28 2016-09-30 13F Caterpillar COM 149123101 5,281 300 6.02 469 24.07 0.2575
2019-05-28 2016-06-30 13F Caterpillar COM 149123101 4,981 0 0.00 378 -0.79 0.2076
2019-05-28 2016-03-31 13F Caterpillar COM 149123101 4,981 1,200 31.74 381 48.25 0.2152
2019-05-28 2015-12-31 13F Caterpillar COM 149123101 3,781 -627 -14.22 257 -10.76 0.1540
2019-05-24 2015-09-30 13F Caterpillar COM 149123101 4,408 627 16.58 288 -10.28 0.1834
2019-05-24 2015-06-30 13F Caterpillar COM 149123101 3,781 0 0.00 321 5.94 0.2063
2019-05-29 2015-03-31 13F CATERPILLAR COM 149123101 3,781 0 0.00 303 -12.43 0.1895
2019-05-31 2014-12-31 13F Caterpillar COM 149123101 3,781 -9,815 -72.19 346 -74.29 0.2251
2019-05-31 2014-09-30 13F Caterpillar COM 149123101 13,596 13,596 1,346 0.9197
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.