Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionCulbertson A N & Co Inc
Latest Disclosed Ownership39,682 shares
Latest Disclosed Value $ 28,112,755
Culbertson A N & Co Inc reports 2.97% decrease in ownership of CAT / Caterpillar Inc.

On May 12, 2026 - Culbertson A N & Co Inc filed a 13F-HR form disclosing ownership of 39,682 shares of Caterpillar Inc. (MX:CAT) valued at $28,112,755 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 40,895 shares of Caterpillar Inc.. This represents a change in shares of -2.97% 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)
2026-05-12 2026-03-31 13F CATERPILLAR COM 149123101 39,682 -1,213 -2.97 28,113 20.00 3.6469
2026-01-21 2025-12-31 13F CATERPILLAR COM 149123101 40,895 259 0.64 23,427 20.83 3.2141
2025-10-24 2025-09-30 13F CATERPILLAR COM 149123101 40,636 -485 -1.18 19,389 21.46 2.7440
2025-08-11 2025-06-30 13F CATERPILLAR COM 149123101 41,121 -630 -1.51 15,963 15.93 2.4510
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 41,751 -9 -0.02 13,769 -9.10 2.1994
2025-01-16 2024-12-31 13F CATERPILLAR COM 149123101 41,760 366 0.88 15,149 -6.44 2.4096
2024-10-16 2024-09-30 13F CATERPILLAR COM 149123101 41,394 -58 -0.14 16,190 17.26 2.6065
2024-07-30 2024-06-30 13F CATERPILLAR COM 149123101 41,452 -1,360 -3.18 13,808 -11.98 2.4112
2024-04-30 2024-03-31 13F CATERPILLAR COM 149123101 42,812 -283 -0.66 15,687 23.12 2.7080
2024-01-19 2023-12-31 13F CATERPILLAR COM 149123101 43,095 -420 -0.97 12,742 7.26 2.3698
2023-10-18 2023-09-30 13F CATERPILLAR COM 149123101 43,515 144 0.33 11,879 11.32 2.3839
2023-07-18 2023-06-30 13F CATERPILLAR COM 149123101 43,371 421 0.98 10,671 8.58 2.0622
2023-05-08 2023-03-31 13F CATERPILLAR COM 149123101 42,950 -483 -1.11 9,829 -5.54 2.0076
2023-01-23 2022-12-31 13F CATERPILLAR COM 149123101 43,433 40 0.09 10,405 46.14 2.1915
2022-10-13 2022-09-30 13F Caterpillar COM 149123101 43,393 -541 -1.23 7,119 -9.35 1.6521
2022-07-21 2022-06-30 13F Caterpillar COM 149123101 43,934 150 0.34 7,853 -19.50 1.7030
2022-04-19 2022-03-31 13F Caterpillar COM 149123101 43,784 805 1.87 9,755 9.79 1.8363
2022-01-14 2021-12-31 13F Caterpillar COM 149123101 42,979 455 1.07 8,885 8.84 1.6734
2021-10-22 2021-09-30 13F Caterpillar COM 149123101 42,524 2,355 5.86 8,163 -6.62 1.6704
2021-07-26 2021-06-30 13F CATERPILLAR COM 149123101 40,169 433 1.09 8,742 -5.12 1.8209
2021-04-22 2021-03-31 13F CATERPILLAR COM 149123101 39,736 433 1.10 9,214 28.80 2.0286
2021-01-27 2020-12-31 13F CATERPILLAR COM 149123101 39,303 95 0.24 7,154 22.33 1.7005
2020-10-30 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 39,208 -269 -0.68 5,848 17.10 1.5442
2020-07-24 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 39,477 946 2.46 4,994 11.70 1.3716
2020-04-27 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 38,531 147 0.38 4,471 -21.13 1.4465
2020-01-27 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 38,384 -1,488 -3.73 5,669 12.57 1.4607
2019-10-28 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 39,872 63 0.16 5,036 -7.19 1.3745
2019-07-24 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 39,809 -56 -0.14 5,426 0.46 1.5084
2019-04-17 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 39,865 -56 -0.14 5,401 6.47 1.5566
2019-01-25 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 39,921 354 0.89 5,073 -15.93 1.6158
2018-10-22 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 39,567 950 2.46 6,034 15.17 1.6440
2018-07-18 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 38,617 1,505 4.06 5,239 -4.22 1.5581
2018-04-18 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 37,112 -1,052 -2.76 5,470 -9.05 1.6360
2018-01-22 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 38,164 932 2.50 6,014 29.53 1.6959
2017-10-18 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 37,232 145 0.39 4,643 16.51 1.4170
2017-07-18 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 37,087 1,975 5.62 3,985 22.35 1.2636
2017-04-21 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 35,112 -180 -0.51 3,257 -0.49 1.0604
2017-01-23 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 35,292 431 1.24 3,273 5.75 1.1138
2016-10-12 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 34,861 1,706 5.15 3,095 23.16 1.1005
2016-07-13 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 33,155 498 1.52 2,513 0.52 0.9294
2016-04-14 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 32,657 246 0.76 2,500 13.48 0.9706
2016-01-19 2015-12-31 13F Caterpillar COM 149123101 32,411 164 0.51 2,203 4.51 0.8710
2015-10-16 2015-09-30 13F Caterpillar COM 149123101 32,247 190 0.59 2,108 -22.47 0.8894
2015-07-16 2015-06-30 13F Caterpillar COM 149123101 32,057 3,431 11.99 2,719 18.68 1.0603
2015-04-21 2015-03-31 13F Caterpillar COM 149123101 28,626 28,626 0.00 2,291 0.9121
2015-01-26 2014-12-31 13F Caterpillar COM 149123101 0 -26,023 -100.00 0 -100.00
2014-10-16 2014-09-30 13F Caterpillar COM 149123101 26,023 2,537 10.80 2,577 0.98 1.1095
2014-07-22 2014-06-30 13F Caterpillar COM 149123101 23,486 1,260 5.67 2,552 15.53 1.1097
2014-04-16 2014-03-31 13F Caterpillar COM 149123101 22,226 1,968 9.71 2,209 20.05 1.0290
2014-01-21 2013-12-31 13F Caterpillar COM 149123101 20,258 345 1.73 1,840 10.78 0.8955
2013-10-16 2013-09-30 13F Caterpillar COM 149123101 19,913 -135 -0.67 1,661 0.42 0.8899
2013-07-19 2013-06-30 13F Caterpillar COM 149123101 20,048 20,048 1,654 0.9309
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.