Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionMonte Financial Group, LLC
Latest Disclosed Ownership1,145 shares
Latest Disclosed Value $ 811,187
Monte Financial Group, LLC reports 3.05% decrease in ownership of CAT / Caterpillar Inc.

On May 14, 2026 - Monte Financial Group, LLC filed a 13F-HR form disclosing ownership of 1,145 shares of Caterpillar Inc. (MX:CAT) valued at $811,187 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,181 shares of Caterpillar Inc.. This represents a change in shares of -3.05% 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)
2026-05-14 2026-03-31 13F CATERPILLAR COM 149123101 1,145 -36 -3.05 811 19.97 0.2881
2026-01-22 2025-12-31 13F CATERPILLAR COM 149123101 1,181 -27 -2.24 677 17.36 0.2521
2025-10-31 2025-09-30 13F CATERPILLAR COM 149123101 1,208 0 0.00 577 22.81 0.2121
2025-07-23 2025-06-30 13F CATERPILLAR COM 149123101 1,208 0 0.00 469 32.11 0.1824
2025-04-22 2025-03-31 13F CATERPILLAR COM 149123101 1,208 -58 -4.58 356 -22.66 0.1556
2025-01-21 2024-12-31 13F CATERPILLAR INC COM Stock 149123101 1,266 -10 -0.78 459 -8.02 0.1965
2024-10-22 2024-09-30 13F CATERPILLAR INC COM Stock 149123101 1,276 0 0.00 499 17.41 0.2070
2024-07-22 2024-06-30 13F CATERPILLAR INC COM Stock 149123101 1,276 -288 -18.41 425 -25.83 0.1877
2024-04-29 2024-03-31 13F CATERPILLAR INC COM Stock 149123101 1,564 -14,150 -90.05 573 -87.67 0.2511
2024-01-22 2023-12-31 13F CATERPILLAR INC COM Stock 149123101 15,714 -2,316 -12.85 4,646 -5.61 2.1684
2023-10-24 2023-09-30 13F CATERPILLAR INC COM Stock 149123101 18,030 -3,917 -17.85 4,922 -8.85 2.4906
2023-07-25 2023-06-30 13F CATERPILLAR INC COM Stock 149123101 21,947 345 1.60 5,400 9.25 2.6328
2023-04-26 2023-03-31 13F CATERPILLAR INC COM Stock 149123101 21,602 -1,294 -5.65 4,943 -9.87 2.6126
2023-01-23 2022-12-31 13F CATERPILLAR INC COM Stock 149123101 22,896 -2,934 -11.36 5,485 29.40 2.8219
2022-10-24 2022-09-30 13F CATERPILLAR INC COM Stock 149123101 25,830 593 2.35 4,238 -6.05 2.5971
2022-07-20 2022-06-30 13F CATERPILLAR INC COM Stock 149123101 25,237 311 1.25 4,511 -18.78 2.6340
2022-04-22 2022-03-31 13F CATERPILLAR INC COM Stock 149123101 24,926 263 1.07 5,554 8.92 2.9564
2022-01-26 2021-12-31 13F CATERPILLAR INC COM Stock 149123101 24,663 2,658 12.08 5,099 20.71 2.6830
2021-10-25 2021-09-30 13F CATERPILLAR INC COM Stock 149123101 22,005 213 0.98 4,224 -10.94 2.4233
2021-10-25 2021-06-30 13F/A-1 CATERPILLAR INC COM Stock 149123101 21,792 2,951 15.66 4,743 8.56 2.7050
2021-07-26 2021-06-30 13F CATERPILLAR INC COM Stock 149123101 21,792 2,951 4,743 2.5635
2021-04-30 2021-03-31 13F CATERPILLAR INC COM Stock 149123101 18,841 -44 -0.23 4,369 27.12 2.6800
2021-02-03 2020-12-31 13F CATERPILLAR INC COM COM 149123101 18,885 26 0.14 3,437 22.18 2.3374
2020-11-03 2020-09-30 13F Caterpillar COM 149123101 18,859 -1,914 -9.21 2,813 7.04 2.1259
2020-08-03 2020-06-30 13F Caterpillar COM 149123101 20,773 -6,820 -24.72 2,628 -17.93 2.0780
2020-04-28 2020-03-31 13F Caterpillar COM 149123101 27,593 -348 -1.25 3,202 -22.39 3.1010
2020-02-04 2019-12-31 13F Caterpillar COM 149123101 27,941 -55 -0.20 4,126 16.69 3.0400
2019-11-06 2019-09-30 13F Caterpillar COM 149123101 27,996 5,406 23.93 3,536 14.84 2.8530
2019-08-07 2019-06-30 13F Caterpillar COM 149123101 22,590 2,365 11.69 3,079 12.37 2.6112
2019-04-23 2019-03-31 13F Caterpillar COM 149123101 20,225 1,492 7.96 2,740 15.13 2.4006
2019-01-31 2018-12-31 13F Caterpillar COMMON 149123101 18,733 -743 -3.81 2,380 -19.87 2.5185
2018-10-16 2018-09-30 13F Caterpillar COMMON 149123101 19,476 478 2.52 2,970 15.25 2.7786
2018-10-16 2018-06-30 13F Caterpillar COMMON 149123101 18,998 1,365 7.74 2,577 -0.85 2.6234
2018-10-16 2018-03-31 13F Caterpillar COMMON 149123101 17,633 -1,368 -7.20 2,599 -13.19 2.7116
2018-10-16 2017-12-31 13F Caterpillar common 149123101 19,001 19,001 2,994 3.0392
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.