Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership1,677 shares
Latest Disclosed Value $ 1,187,945
WealthPLAN Partners, LLC reports 3.26% increase in ownership of CAT / Caterpillar Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 1,677 shares of Caterpillar Inc. (MX:CAT) valued at $1,187,945 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,624 shares of Caterpillar Inc.. This represents a change in shares of 3.26% 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)
2026-04-29 2026-03-31 13F CATERPILLAR COM 149123101 1,677 53 3.26 1,188 27.63 0.1937
2026-02-12 2025-12-31 13F CATERPILLAR COM 149123101 1,624 -27 -1.64 930 18.17 0.1390
2025-10-27 2025-09-30 13F CATERPILLAR COM 149123101 1,651 549 49.82 788 84.31 0.1181
2025-07-28 2025-06-30 13F CATERPILLAR COM 149123101 1,102 -2 -0.18 428 17.63 0.0689
2025-05-12 2025-03-31 13F CATERPILLAR COM 149123101 1,104 -170 -13.34 364 -21.43 0.0513
2025-01-30 2024-12-31 13F CATERPILLAR COM 149123101 1,274 115 9.92 462 1.99 0.0655
2024-11-05 2024-09-30 13F CATERPILLAR COM 149123101 1,159 -5,244 -81.90 453 -78.75 0.0609
2024-08-09 2024-06-30 13F CATERPILLAR COM 149123101 6,403 0 0.00 2,133 -9.12 0.2290
2024-05-07 2024-03-31 13F CATERPILLAR COM 149123101 6,403 -1 -0.02 2,346 23.93 0.2429
2024-01-05 2023-12-31 13F CATERPILLAR COM 149123101 6,404 27 0.42 1,893 8.79 0.1946
2023-11-02 2023-09-30 13F CATERPILLAR COM 149123101 6,377 184 2.97 1,741 14.25 0.2023
2023-07-31 2023-06-30 13F Caterpillar Stock/ETF 149123101 6,193 -426 -6.44 1,524 0.59 0.2155
2023-05-10 2023-03-31 13F Caterpillar Stock/ETF 149123101 6,619 -1,211 -15.47 1,515 -20.86 0.1723
2023-02-16 2022-12-31 13F CATERPILLAR COM 149123101 7,830 165 2.15 1,913 18.53 0.1337
2022-05-03 2022-03-31 13F CATERPILLAR COM 149123101 7,665 68 0.90 1,614 5.42 0.1120
2022-02-01 2021-12-31 13F CATERPILLAR COM 149123101 7,597 -394 -4.93 1,531 -6.30 0.1009
2021-12-09 2021-09-30 13F CATERPILLAR COM 149123101 7,991 391 5.14 1,634 -3.03 0.1087
2021-08-19 2021-06-30 13F CATERPILLAR COM 149123101 7,600 -16 -0.21 1,685 -5.23 0.1186
2021-05-11 2021-03-31 13F CATERPILLAR COM 149123101 7,616 -1,666 -17.95 1,778 -0.06 0.1380
2021-02-09 2020-12-31 13F CATERPILLAR COM 149123101 9,282 266 2.95 1,779 16.73 0.1512
2020-12-18 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 9,016 4 0.04 1,524 20.28 0.1486
2020-08-19 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 9,012 2,342 35.11 1,267 78.95 0.1312
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 6,670 4,980 294.67 708 200.00 0.0919
2020-02-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 1,690 132 8.47 236 4.89 0.0279
2019-11-15 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 1,558 1,558 -7.81 225 -4.66 0.0308
2019-02-20 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -1,640 -100.00 0 -100.00
2018-11-21 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 1,640 -591 -26.49 200 -33.99 0.0365
2018-08-16 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 2,231 238 11.94 303 3.41 0.0621
2018-05-15 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 1,993 -35 -1.73 293 -8.44 0.0643
2018-02-16 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 2,028 163 8.74 320 37.34 0.0857
2017-11-14 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 1,865 1,865 -8.04 233 -27.19 0.0654
2017-08-11 2017-06-30 13F CATERPILLAR Common Stock 149123101 0 -144 -100.00 0 -100.00
2017-04-19 2017-03-31 13F CATERPILLAR Common Stock 149123101 144 -1,647 -91.96 14 -91.67 0.0473
2016-12-09 2016-09-30 13F CATERPILLAR Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 149123101 1,791 -1,870 -51.08 157 -14.29 0.0510
2016-08-08 2016-06-30 13F Caterpillar Common Stock 149123101 3,661 5 0.14 182 52.94 0.0234
2016-03-24 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 3,656 2,520 221.83 120 23.96 0.0195
2015-08-10 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 1,136 219 23.88 96 31.51 0.0420
2015-05-04 2015-03-31 13F Caterpillar Common Stock 149123101 917 917 73 0.0340
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.