Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionMinichmacgregor Wealth Management, Llc
Latest Disclosed Ownership791 shares
Latest Disclosed Value $ 561,016
Minichmacgregor Wealth Management, Llc reports 86.12% increase in ownership of CAT / Caterpillar Inc.

On April 20, 2026 - Minichmacgregor Wealth Management, Llc filed a 13F-HR form disclosing ownership of 791 shares of Caterpillar Inc. (MX:CAT) valued at $561,016 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 425 shares of Caterpillar Inc.. This represents a change in shares of 86.12% 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 791 366 86.12 561 130.86 0.0990
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 425 -368 -46.41 244 -35.71 0.0442
2025-10-28 2025-09-30 13F CATERPILLAR COM 149123101 793 -97 -10.90 379 9.57 0.0739
2025-07-16 2025-06-30 13F CATERPILLAR COM 149123101 890 -21 -2.31 346 15.00 0.0739
2025-04-22 2025-03-31 13F CATERPILLAR COM 149123101 911 -416 -31.35 300 -37.63 0.0673
2025-01-17 2024-12-31 13F CATERPILLAR COM 149123101 1,327 101 8.24 481 0.42 0.0999
2024-10-30 2024-09-30 13F CATERPILLAR COM 149123101 1,226 28 2.34 479 20.05 0.1028
2024-07-25 2024-06-30 13F CATERPILLAR COM 149123101 1,198 52 4.54 399 -4.09 0.0974
2024-04-16 2024-03-31 13F CATERPILLAR COM 149123101 1,146 104 9.98 417 35.06 0.1064
2024-02-08 2023-12-31 13F CATERPILLAR COM 149123101 1,042 89 9.34 308 18.46 0.0890
2023-10-16 2023-09-30 13F CATERPILLAR COM 149123101 953 953 260 0.0862
2023-04-19 2023-03-31 13F CATERPILLAR INC COM COM 149123101 0 -757 -100.00 0 -100.00
2023-01-09 2022-12-31 13F CATERPILLAR INC COM COM 149123101 757 757 181 0.0655
2019-04-16 2019-03-31 13F Caterpillar COM 149123101 0 -2,501 -100.00 0 -100.00
2019-01-17 2018-12-31 13F Caterpillar COM 149123101 2,501 1,386 124.30 312 84.62 0.2134
2018-10-17 2018-09-30 13F CATERPILLAR INC DEL COM COM 149123101 1,115 -1 -0.09 169 11.18 0.1115
2018-07-13 2018-06-30 13F CATERPILLAR INC DEL COM COM 149123101 1,116 3 0.27 152 -7.32 0.1082
2018-07-03 2018-03-31 13F CATERPILLAR INC DEL COM COM 149123101 1,113 -2 -0.18 164 -6.29 0.1278
2018-07-03 2017-12-31 13F CATERPILLAR INC DEL COM COM 149123101 1,115 18 1.64 175 28.68 0.1367
2018-07-03 2017-09-30 13F CATERPILLAR INC DEL COM COM 149123101 1,097 -454 -29.27 136 -18.07 0.1128
2018-07-02 2017-06-30 13F CATERPILLAR INC DEL COM COM 149123101 1,551 8 0.52 166 16.08 0.1440
2018-06-28 2017-03-31 13F CATERPILLAR INC DEL COM COM 149123101 1,543 179 13.12 143 13.49 0.1288
2018-06-28 2016-12-31 13F CATERPILLAR INC DEL COM COM 149123101 1,364 -270 -16.52 126 -13.10 0.1179
2018-06-28 2016-09-30 13F CATERPILLAR INC DEL COM COM 149123101 1,634 8 0.49 145 17.89 0.1361
2018-06-28 2016-06-30 13F CATERPILLAR INC DEL COM COM 149123101 1,626 12 0.74 123 0.00 0.1161
2018-06-28 2016-03-31 13F CATERPILLAR INC DEL COM COM 149123101 1,614 41 2.61 123 -8.21 0.1187
2018-06-27 2015-12-31 13F CATERPILLAR INC DEL COM COM 149123101 1,573 1,573 134 0.1249
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.