Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionBridgewater Advisors Inc.
Latest Disclosed Ownership2,420 shares
Latest Disclosed Value $ 2,183,130
Bridgewater Advisors Inc. reports 0.92% increase in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - Bridgewater Advisors Inc. filed a 13F-HR form disclosing ownership of 2,420 shares of Caterpillar Inc. (MX:CAT) valued at $2,183,130 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,398 shares of Caterpillar Inc.. This represents a change in shares of 0.92% 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 2,420 22 0.92 2,183 41.11 0.1299
2026-01-23 2025-12-31 13F CATERPILLAR COM 149123101 2,398 10 0.42 1,547 13.75 0.1003
2025-11-10 2025-09-30 13F CATERPILLAR COM 149123101 2,388 49 2.09 1,361 35.32 0.0944
2025-08-05 2025-06-30 13F CATERPILLAR COM 149123101 2,339 98 4.37 1,006 46.08 0.0765
2025-05-02 2025-03-31 13F CATERPILLAR COM 149123101 2,241 2,241 689 0.0596
2022-08-04 2022-06-30 13F CATERPILLAR COM 149123101 0 -1,225 -100.00 0 -100.00
2022-05-05 2022-03-31 13F CATERPILLAR COM 149123101 1,225 21 1.74 273 9.64 0.0664
2022-02-07 2021-12-31 13F CATERPILLAR COM 149123101 1,204 -16 -1.31 249 6.41 0.0548
2021-11-02 2021-09-30 13F CATERPILLAR COM 149123101 1,220 13 1.08 234 -11.03 0.0644
2021-08-06 2021-06-30 13F CATERPILLAR COM 149123101 1,207 107 9.73 263 0.77 0.0836
2021-05-20 2021-03-31 13F CATERPILLAR COM 149123101 1,100 -14,379 -92.89 261 -84.48 0.1324
2014-08-14 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 15,479 -234 -1.49 1,682 7.75 1.4078
2014-05-01 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 15,713 190 1.22 1,561 10.71 1.5697
2014-02-21 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 15,523 15,523 1,410 1.4492
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.