Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership10,248 shares
Latest Disclosed Value $ 7,260,619
IHT Wealth Management, LLC reports 7.89% increase in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 10,248 shares of Caterpillar Inc. (MX:CAT) valued at $7,260,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,499 shares of Caterpillar Inc.. This represents a change in shares of 7.89% 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)
2026-05-15 2026-03-31 13F Caterpillar COM 149123101 10,248 749 7.89 7,261 33.19 0.1680
2026-02-17 2025-12-31 13F Caterpillar COM 149123101 9,499 -357 -3.62 5,451 15.81 0.1324
2025-11-14 2025-09-30 13F Caterpillar COM 149123101 9,856 -2,104 -17.59 4,708 1.40 0.1191
2025-08-14 2025-06-30 13F Caterpillar COM 149123101 11,960 324 2.78 4,643 20.98 0.1276
2025-05-15 2025-03-31 13F Caterpillar COM 149123101 11,636 1,699 17.10 3,837 6.47 0.1198
2025-02-14 2024-12-31 13F Caterpillar COM 149123101 9,937 -3,595 -26.57 3,605 -31.96 0.1163
2024-11-14 2024-09-30 13F Caterpillar COM 149123101 13,532 2,626 24.08 5,298 45.80 0.1503
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 10,906 498 4.78 3,633 -4.72 0.1355
2024-05-15 2024-03-31 13F Caterpillar COM 149123101 10,408 -275 -2.57 3,814 20.74 0.1529
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 10,683 39 0.37 3,159 8.71 0.1408
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 10,644 411 4.02 2,905 15.42 0.1473
2023-08-15 2023-06-30 13F CATERPILLAR COM 149123101 10,233 1,679 19.63 2,518 28.62 0.1311
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 8,554 317 3.85 1,958 -0.81 0.1118
2023-02-15 2022-12-31 13F CATERPILLAR COM 149123101 8,237 62 0.76 1,973 47.13 0.1240
2022-11-22 2022-09-30 13F CATERPILLAR COM 149123101 8,175 3,379 70.45 1,341 56.48 0.1019
2022-08-15 2022-06-30 13F CATERPILLAR COM 149123101 4,796 -56 -1.15 857 -20.72 0.0755
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 4,852 111 2.34 1,081 10.31 0.0819
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 4,741 269 6.02 980 14.09 0.0723
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 4,472 -2,788 -38.40 859 -45.63 0.0699
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 7,260 1,858 34.39 1,580 26.10 0.1002
2021-05-18 2021-03-31 13F CATERPILLAR COM 149123101 5,402 -40 -0.74 1,253 26.44 0.0901
2021-02-17 2020-12-31 13F CATERPILLAR COM 149123101 5,442 884 19.39 991 45.74 0.0824
2020-11-19 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 4,558 192 4.40 680 23.19 0.0682
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 4,366 -728 -14.29 552 -6.60 0.0756
2020-05-13 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 5,094 -405 -7.36 591 -27.22 0.0851
2020-02-18 2019-12-31 13F CATERPILLAR COM 149123101 5,499 494 9.87 812 26.68 0.0961
2019-11-15 2019-09-30 13F CATERPILLAR CL A 149123101 5,005 379 8.19 641 1.58 0.0872
2019-08-12 2019-06-30 13F CATERPILLAR COM 149123101 4,626 542 13.27 631 14.10 0.0916
2019-05-16 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 4,084 328 8.73 553 15.93 0.0921
2019-02-14 2018-12-31 13F CATERPILLAR COM 149123101 3,756 -512 -12.00 477 -26.73 0.0918
2018-11-14 2018-09-30 13F CATERPILLAR COM 149123101 4,268 1,339 45.72 651 63.98 0.1408
2018-08-13 2018-06-30 13F CATERPILLAR COM 149123101 2,929 -42 -1.41 397 -7.03 0.1014
2018-05-14 2018-03-31 13F CATERPILLAR COM 149123101 2,971 -118 -3.82 427 -16.76 0.1147
2018-02-14 2017-12-31 13F CATERPILLAR COM 149123101 3,089 454 17.23 513 53.59 0.1358
2017-11-14 2017-09-30 13F CATERPILLAR COM 149123101 2,635 -880 -25.04 334 8,250.00 0.1422
2017-08-14 2017-06-30 13F/A-1 CATERPILLAR COM 149123101 3,515 1,101 45.61 4 -98.25 0.0019
2017-08-14 2017-06-30 13F CATERPILLAR COM 149123101 3,515 1,101 403
2017-05-15 2017-03-31 13F CATERPILLAR COM 149123101 2,414 -8 -0.33 228 0.00 0.1520
2017-02-14 2016-12-31 13F CATERPILLAR COM 149123101 2,422 2,422 228 0.1724
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.