Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership1,223 shares
Latest Disclosed Value $ 866,447
Heritage Wealth Advisors reports 51.53% decrease in ownership of CAT / Caterpillar Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 1,223 shares of Caterpillar Inc. (MX:CAT) valued at $866,447 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,523 shares of Caterpillar Inc.. This represents a change in shares of -51.53% 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)
2026-05-13 2026-03-31 13F Caterpillar COM 149123101 1,223 -1,300 -51.53 866 -40.07 0.0339
2026-02-13 2025-12-31 13F Caterpillar COM 149123101 2,523 -45 -1.75 1,445 17.96 0.0552
2025-11-13 2025-09-30 13F Caterpillar COM 149123101 2,568 0 0.00 1,225 22.99 0.0536
2025-08-11 2025-06-30 13F Caterpillar COM 149123101 2,568 0 0.00 997 17.73 0.0473
2025-05-08 2025-03-31 13F Caterpillar COM 149123101 2,568 -2 -0.08 847 -9.23 0.0429
2025-02-12 2024-12-31 13F Caterpillar COM 149123101 2,570 2 0.08 932 -7.17 0.0462
2024-11-12 2024-09-30 13F Caterpillar COM 149123101 2,568 12 0.47 1,004 17.98 0.0471
2024-12-12 2024-06-30 13F/A-1 Caterpillar COM 149123101 2,556 0 0.00 851 -9.08 0.0384
2024-08-06 2024-06-30 13F Caterpillar COM 149123101 2,556 0 851 0.0384
2024-12-12 2024-03-31 13F/A-1 Caterpillar COM 149123101 2,556 0 0.00 937 23.97 0.0427
2024-05-08 2024-03-31 13F Caterpillar COM 149123101 2,556 0 937 0.0429
2024-12-12 2023-12-31 13F/A-1 Caterpillar COM 149123101 2,556 0 0.00 756 8.32 0.0376
2024-02-12 2023-12-31 13F Caterpillar COM 149123101 2,598 42 768 0.0383
2024-12-12 2023-09-30 13F/A-1 Caterpillar COM 149123101 2,556 0 0.00 698 10.99 0.0381
2023-11-09 2023-09-30 13F Caterpillar COM 149123101 2,556 0 698 0.0381
2024-12-12 2023-06-30 13F/A-1 Caterpillar COM 149123101 2,556 0 0.00 629 7.53 0.0333
2023-08-09 2023-06-30 13F Caterpillar COM 149123101 2,556 0 629 0.0333
2023-05-04 2023-03-31 13F Caterpillar COM 149123101 2,556 0 0.00 585 -4.58 0.0326
2024-12-12 2022-12-31 13F/A-1 Caterpillar COM 149123101 2,556 0 0.00 612 46.06 0.0355
2023-02-07 2022-12-31 13F Caterpillar COM 149123101 2,556 0 612 0.0355
2024-12-12 2022-09-30 13F/A-1 Caterpillar COM 149123101 2,556 0 0.00 419 0.0304
2022-11-10 2022-09-30 13F Caterpillar COM 149123101 2,556 0 0 0.0304
2022-08-04 2022-06-30 13F Caterpillar COM 149123101 2,556 0 0.00 0 0.0318
2022-05-11 2022-03-31 13F Caterpillar COM 149123101 2,556 -30 -1.16 1 0.0315
2022-03-28 2021-12-31 13F/A-1 Caterpillar COM 149123101 2,586 0 0.00 1 -100.00 0.0294
2022-02-02 2021-12-31 13F Caterpillar COM 149123101 2,586 0 535 0.0294
2021-11-02 2021-09-30 13F Caterpillar COM 149123101 2,586 30 1.17 496 -10.79 0.0304
2021-08-09 2021-06-30 13F/A-1 Caterpillar COM 149123101 2,556 771 43.19 556 34.62 0.0343
2021-07-27 2021-06-30 13F Caterpillar COM 149123101 1,785 0 325 0.0203
2021-04-27 2021-03-31 13F Caterpillar COM 149123101 1,785 0 0.00 414 27.08 0.0250
2021-02-01 2020-12-31 13F Caterpillar COM 149123101 1,785 0 0.00 325 22.18 0.0203
2020-11-03 2020-09-30 13F Caterpillar COM 149123101 1,785 0 0.00 266 18.22 0.0344
2020-07-17 2020-06-30 13F/A-1 Caterpillar COM 149123101 1,785 385 27.50 226 38.89 0.0316
2020-07-17 2020-06-30 13F Caterpillar COM 149123101 12,383 10,983 225 31,486.3664
2020-05-05 2020-03-31 13F Caterpillar COM 149123101 1,400 0 0.00 162 -21.36 0.0291
2020-02-04 2019-12-31 13F Caterpillar COM 149123101 1,400 0 0.00 207 17.05 0.0273
2019-10-30 2019-09-30 13F Caterpillar COM 149123101 1,400 1,400 176 0.0259
2019-08-05 2019-06-30 13F Caterpillar COM 149123101 0 -56 -100.00 0 -100.00
2019-05-06 2019-03-31 13F Caterpillar COM 149123101 56 0 0.00 8 0.00 0.0013
2019-01-26 2018-12-31 13F Caterpillar COM 149123101 56 0 0.00 7 -12.50 0.0014
2018-11-14 2018-09-30 13F Caterpillar COM 149123101 56 56 8 0.0016
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.