Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership26,769 shares
Latest Disclosed Value $ 18,964,765
Crossmark Global Holdings, Inc. reports 0.39% increase in ownership of CAT / Caterpillar Inc.

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 26,769 shares of Caterpillar Inc. (MX:CAT) valued at $18,964,765 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 26,665 shares of Caterpillar Inc.. This represents a change in shares of 0.39% 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)
2026-05-11 2026-03-31 13F CATERPILLAR COM 149123101 26,769 104 0.39 18,965 24.15 0.2801
2026-02-03 2025-12-31 13F CATERPILLAR COM 149123101 26,665 -13,520 -33.64 15,276 -20.33 0.2179
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 40,185 -4,861 -10.79 19,174 9.65 0.2872
2025-08-08 2025-06-30 13F CATERPILLAR COM 149123101 45,046 -5,173 -10.30 17,487 5.59 0.2824
2025-04-30 2025-03-31 13F CATERPILLAR COM 149123101 50,219 3,669 7.88 16,562 103,412.50 0.2921
2025-01-16 2024-12-31 13F CATERPILLAR COM 149123101 46,550 -1,020 -2.14 17 -11.11 0.3079
2024-11-04 2024-09-30 13F CATERPILLAR COM 149123101 47,570 1,787 3.90 19 20.00 0.3318
2024-07-29 2024-06-30 13F CATERPILLAR COM 149123101 45,783 2,663 6.18 15 0.00 0.2915
2024-05-13 2024-03-31 13F CATERPILLAR COM 149123101 43,120 4,050 10.37 16 36.36 0.3029
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 39,070 -8,197 -17.34 12 -8.33 0.2397
2023-11-08 2023-09-30 13F CATERPILLAR COM 149123101 47,267 -3,691 -7.24 13 -7.69 0.2928
2023-07-31 2023-06-30 13F CATERPILLAR COM 149123101 50,958 26,005 104.22 13 160.00 0.2855
2023-05-12 2023-03-31 13F CATERPILLAR COM 149123101 24,953 -776 -3.02 6 -16.67 0.1344
2023-01-19 2022-12-31 13F CATERPILLAR COM 149123101 25,729 465 1.84 6 -99.86 0.1536
2022-11-01 2022-09-30 13F CATERPILLAR COM 149123101 25,264 -1,393 -5.23 4,145 -13.01 0.1150
2022-07-29 2022-06-30 13F CATERPILLAR COM 149123101 26,657 809 3.13 4,765 -17.27 0.1235
2022-05-11 2022-03-31 13F CATERPILLAR COM 149123101 25,848 9 0.03 5,760 7.82 0.1284
2022-01-10 2021-12-31 13F CATERPILLAR COM 149123101 25,839 -1,730 -6.28 5,342 0.94 0.1160
2021-10-21 2021-09-30 13F/A-1 CATERPILLAR COM 149123101 27,569 -1,080 -3.77 5,292 -15.12 0.1240
2021-10-13 2021-09-30 13F CATERPILLAR COM 149123101 33,818 5,169 2,910 0.3330
2021-07-21 2021-06-30 13F CATERPILLAR COM 149123101 28,649 648 2.31 6,235 -3.97 0.1466
2021-04-15 2021-03-31 13F CATERPILLAR COM 149123101 28,001 -1,224 -4.19 6,493 22.05 0.1608
2021-01-14 2020-12-31 13F CATERPILLAR COM 149123101 29,225 -750 -2.50 5,320 18.99 0.1345
2020-10-08 2020-09-30 13F CATERPILLAR COM 149123101 29,975 -1,968 -6.16 4,471 10.64 0.1254
2020-08-14 2020-06-30 13F CATERPILLAR COM 149123101 31,943 -924 -2.81 4,041 5.95 0.1178
2020-04-28 2020-03-31 13F CATERPILLAR COM 149123101 32,867 -891 -2.64 3,814 -23.49 0.1365
2020-02-06 2019-12-31 13F CATERPILLAR COM 149123101 33,758 -2,277 -6.32 4,985 9.51 0.1369
2019-10-09 2019-09-30 13F CATERPILLAR COM 149123101 36,035 -4,009 -10.01 4,552 -16.60 0.1329
2019-07-09 2019-06-30 13F CATERPILLAR COM 149123101 40,044 334 0.84 5,458 1.45 0.1530
2019-05-02 2019-03-31 13F CATERPILLAR COM 149123101 39,710 -865 -2.13 5,380 4.34 0.1527
2019-01-31 2018-12-31 13F CATERPILLAR COM 149123101 40,575 -4,015 -9.00 5,156 -24.18 0.1598
2018-11-08 2018-09-30 13F/A-1 CATERPILLAR COM 149123101 44,590 -2,481 -5.27 6,800 6.48 0.1726
2018-11-06 2018-09-30 13F CATERPILLAR COM 149123101 47,071 0 6,386
2018-07-31 2018-06-30 13F CATERPILLAR COM 149123101 47,071 -2,473 -4.99 6,386 -12.54 0.1713
2018-04-16 2018-03-31 13F CATERPILLAR COM 149123101 49,544 2,119 4.47 7,302 -2.29 0.1887
2018-02-05 2017-12-31 13F CATERPILLAR COM 149123101 47,425 2,314 5.13 7,473 32.83 0.1796
2017-10-27 2017-09-30 13F CATERPILLAR COM 149123101 45,111 0 0.00 5,626 0.00 0.1450
2017-10-25 2016-09-30 13F CATERPILLAR COM 149123101 45,111 45,111 5,626 0.1450
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.