Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionCullinan Associates Inc
Latest Disclosed Ownership16,793 shares
Latest Disclosed Value $ 11,897,339
Cullinan Associates Inc reports 44.56% decrease in ownership of CAT / Caterpillar Inc.

On May 1, 2026 - Cullinan Associates Inc filed a 13F-HR form disclosing ownership of 16,793 shares of Caterpillar Inc. (MX:CAT) valued at $11,897,339 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 30,289 shares of Caterpillar Inc.. This represents a change in shares of -44.56% 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)
2026-05-01 2026-03-31 13F Caterpillar COM 149123101 16,793 -13,496 -44.56 11,897 -31.43 0.9623
2026-01-30 2025-12-31 13F Caterpillar COM 149123101 30,289 -3,236 -9.65 17,352 8.47 1.1761
2025-10-27 2025-09-30 13F Caterpillar COM 149123101 33,525 -2,141 -6.00 15,997 15.54 1.0416
2025-07-22 2025-06-30 13F Caterpillar COM 149123101 35,666 644 1.84 13,846 19.87 0.9132
2025-04-22 2025-03-31 13F Caterpillar COM 149123101 35,022 -21 -0.06 11,550 -9.14 0.8165
2025-01-24 2024-12-31 13F Caterpillar COM 149123101 35,043 -5,473 -13.51 12,712 -19.57 0.8160
2024-10-23 2024-09-30 13F Caterpillar COM 149123101 40,516 -2,104 -4.94 15,806 11.33 0.8914
2024-07-10 2024-06-30 13F Caterpillar COM 149123101 42,620 637 1.52 14,197 -7.72 0.8033
2024-04-18 2024-03-31 13F Caterpillar COM 149123101 41,983 5,147 13.97 15,384 41.25 0.8627
2024-01-24 2023-12-31 13F Caterpillar COM 149123101 36,836 -8,431 -18.63 10,891 -11.86 0.6072
2023-10-11 2023-09-30 13F Caterpillar COM 149123101 45,267 8,508 23.15 12,358 36.63 0.7198
2023-07-14 2023-06-30 13F Caterpillar COM 149123101 36,759 5,657 18.19 9,045 27.08 0.4971
2023-04-05 2023-03-31 13F Caterpillar COM 149123101 31,102 -7,360 -19.14 7,117 78,977.78 0.4158
2023-01-11 2022-12-31 13F Caterpillar COM 149123101 38,462 7,064 22.50 9 -99.83 0.5106
2022-10-19 2022-09-30 13F Caterpillar COM 149123101 31,398 1,491 4.99 5,152 -3.63 0.3254
2022-07-08 2022-06-30 13F Caterpillar COM 149123101 29,907 314 1.06 5,346 -18.93 0.3268
2022-04-21 2022-03-31 13F Caterpillar COM 149123101 29,593 5,961 25.22 6,594 34.96 0.3460
2022-01-07 2021-12-31 13F Caterpillar COM 149123101 23,632 22,232 1,588.00 4,886 1,716.36 0.2487
2021-10-08 2021-09-30 13F Caterpillar COM 149123101 1,400 0 0.00 269 -11.80 0.0149
2021-07-07 2021-06-30 13F Caterpillar COM 149123101 1,400 0 0.00 305 -6.15 0.0171
2021-04-20 2021-03-31 13F Caterpillar COM 149123101 1,400 -200 -12.50 325 11.68 0.0187
2021-01-14 2020-12-31 13F Caterpillar COM 149123101 1,600 0 0.00 291 21.76 0.0175
2020-10-09 2020-09-30 13F Caterpillar COM 149123101 1,600 1,600 239 0.0154
2019-10-01 2019-09-30 13F Caterpillar COM 149123101 0 -3,000 -100.00 0 -100.00
2019-07-16 2019-06-30 13F Caterpillar COM 149123101 3,000 0 0.00 409 0.74 0.0297
2019-04-30 2019-03-31 13F Caterpillar COM 149123101 3,000 0 0.00 406 6.56 0.0305
2019-01-11 2018-12-31 13F Caterpillar COM 149123101 3,000 200 7.14 381 -10.77 0.0315
2018-10-19 2018-09-30 13F Caterpillar COM 149123101 2,800 -8,000 -74.07 427 -70.85 0.0309
2018-07-09 2018-06-30 13F Caterpillar COM 149123101 10,800 -8,030 -42.64 1,465 -47.21 0.1121
2018-04-26 2018-03-31 13F Caterpillar COM 149123101 18,830 300 1.62 2,775 -4.97 0.2102
2018-01-17 2017-12-31 13F Caterpillar COM 149123101 18,530 -2,600 -12.30 2,920 10.82 0.2144
2017-10-16 2017-09-30 13F Caterpillar COM 149123101 21,130 -1,000 -4.52 2,635 10.81 0.2029
2017-07-12 2017-06-30 13F Caterpillar COM 149123101 22,130 1,000 4.73 2,378 21.33 0.1852
2017-04-17 2017-03-31 13F Caterpillar COM 149123101 21,130 0 0.00 1,960 0.00 0.1598
2017-01-30 2016-12-31 13F Caterpillar COM 149123101 21,130 -700 -3.21 1,960 1.14 0.1669
2016-10-03 2016-09-30 13F Caterpillar COM 149123101 21,830 -400 -1.80 1,938 15.01 0.1657
2016-07-01 2016-06-30 13F Caterpillar COM 149123101 22,230 -2,300 -9.38 1,685 -10.28 0.1370
2016-05-20 2016-03-31 13F Caterpillar COM 149123101 24,530 700 2.94 1,878 16.00 0.1604
2016-01-12 2015-12-31 13F Caterpillar COM 149123101 23,830 -25,600 -51.79 1,619 -49.89 0.1410
2015-10-05 2015-09-30 13F Caterpillar COM 149123101 49,430 -700 -1.40 3,231 -24.01 0.2951
2015-07-06 2015-06-30 13F Caterpillar COM 149123101 50,130 -1,600 -3.09 4,252 2.71 0.3507
2015-04-14 2015-03-31 13F Caterpillar COM 149123101 51,730 3,900 8.15 4,140 -5.41 0.3212
2015-01-21 2014-12-31 13F Caterpillar Common 149123101 47,830 2,100 4.59 4,377 -3.33 0.4633
2014-11-12 2014-09-30 13F Caterpillar Common 149123101 45,730 -9,567 -17.30 4,528 -0.72 0.5157
2014-08-15 2014-06-30 13F Caterpillar Common 149123101 55,297 3,341 6.43 4,561 -11.66 0.7421
2014-05-08 2014-03-31 13F Caterpillar Common 149123101 51,956 -246 -0.47 5,163 8.92 0.5872
2014-02-14 2013-12-31 13F Caterpillar Common 149123101 52,202 -640 -1.21 4,740 7.56 0.5495
2013-10-18 2013-09-30 13F Caterpillar Common 149123101 52,842 5,800 12.33 4,407 13.58 0.5908
2013-08-13 2013-06-30 13F Caterpillar Common 149123101 47,042 47,042 3,880 0.5245
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.