Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership2,010 shares
Latest Disclosed Value $ 1,424,005
LVW Advisors, LLC reports 62.10% increase in ownership of CAT / Caterpillar Inc.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 2,010 shares of Caterpillar Inc. (MX:CAT) valued at $1,424,005 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,240 shares of Caterpillar Inc.. This represents a change in shares of 62.10% 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)
2026-04-20 2026-03-31 13F CATERPILLAR COM 149123101 2,010 770 62.10 1,424 100.56 0.1357
2026-01-14 2025-12-31 13F CATERPILLAR COM 149123101 1,240 -404 -24.57 710 -9.44 0.0720
2025-10-20 2025-09-30 13F CATERPILLAR COM 149123101 1,644 106 6.89 784 31.32 0.0801
2025-07-17 2025-06-30 13F CATERPILLAR COM 149123101 1,538 -608 -28.33 597 -15.56 0.0651
2025-04-09 2025-03-31 13F CATERPILLAR COM 149123101 2,146 -119 -5.25 708 -13.89 0.0846
2025-01-16 2024-12-31 13F CATERPILLAR COM 149123101 2,265 -349 -13.35 822 -19.67 0.0989
2024-10-09 2024-09-30 13F CATERPILLAR COM 149123101 2,614 -628 -19.37 1,022 -5.28 0.1301
2024-07-15 2024-06-30 13F CATERPILLAR COM 149123101 3,242 555 20.66 1,080 9.65 0.1579
2024-04-18 2024-03-31 13F CATERPILLAR COM 149123101 2,687 930 52.93 985 89.60 0.1666
2024-01-16 2023-12-31 13F CATERPILLAR COM 149123101 1,757 204 13.14 519 22.70 0.0973
2023-10-11 2023-09-30 13F CATERPILLAR COM 149123101 1,553 158 11.33 424 23.32 0.0875
2023-07-14 2023-06-30 13F CATERPILLAR COM 149123101 1,395 -302 -17.80 343 -11.60 0.0660
2023-05-03 2023-03-31 13F CATERPILLAR COM 149123101 1,697 239 16.39 388 11.17 0.0759
2023-01-19 2022-12-31 13F CATERPILLAR COM 149123101 1,458 42 2.97 349 50.43 0.0710
2022-10-14 2022-09-30 13F CATERPILLAR COM 149123101 1,416 73 5.44 232 -3.33 0.0518
2022-07-22 2022-06-30 13F CATERPILLAR COM 149123101 1,343 1,343 240 0.0488
2021-11-02 2021-09-30 13F CATERPILLAR COM 149123101 0 -917 -100.00 0 -100.00
2021-07-15 2021-06-30 13F CATERPILLAR COM 149123101 917 0 0.00 200 -6.10 0.0355
2021-04-19 2021-03-31 13F CATERPILLAR COM 149123101 917 917 0.00 213 6.50 0.0409
2020-10-29 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 0 -1,989 -100.00 0 -100.00
2020-08-11 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,989 -62 -3.02 252 5.88 0.0608
2020-04-23 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 2,051 2,051 3.12 238 -5.56 0.0633
2020-02-10 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -2,000 -100.00 0 -100.00
2019-10-22 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 2,000 444 28.53 253 19.34 0.0627
2019-08-14 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 1,556 1,556 212 0.0586
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.