Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionProfund Advisors Llc
Latest Disclosed Ownership8,692 shares
Latest Disclosed Value $ 6,157,934
Profund Advisors Llc reports 1.46% decrease in ownership of CAT / Caterpillar Inc.

On April 24, 2026 - Profund Advisors Llc filed a 13F-HR form disclosing ownership of 8,692 shares of Caterpillar Inc. (MX:CAT) valued at $6,157,934 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 8,821 shares of Caterpillar Inc.. This represents a change in shares of -1.46% 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)
2026-04-24 2026-03-31 13F CATERPILLAR COM 149123101 8,692 -129 -1.46 6,158 21.85 0.2261
2026-02-06 2025-12-31 13F CATERPILLAR COM 149123101 8,821 -656 -6.92 5,053 11.77 0.1535
2025-11-06 2025-09-30 13F CATERPILLAR COM 149123101 9,477 -1,215 -11.36 4,522 8.94 0.1470
2025-08-07 2025-06-30 13F CATERPILLAR COM 149123101 10,692 1,297 13.81 4,151 33.96 0.1494
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 9,395 -763 -7.51 3,098 -15.91 0.1346
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 10,158 203 2.04 3,685 -5.37 0.1345
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 9,955 -2,121 -17.56 3,894 -3.21 0.1473
2024-08-13 2024-06-30 13F CATERPILLAR COM 149123101 12,076 -610 -4.81 4,023 -13.47 0.1492
2024-05-08 2024-03-31 13F CATERPILLAR COM 149123101 12,686 1,235 10.79 4,649 37.31 0.1810
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 11,451 1,258 12.34 3,386 21.68 0.1454
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 10,193 -165 -1.59 2,783 9.18 0.1539
2023-08-10 2023-06-30 13F CATERPILLAR COM 149123101 10,358 334 3.33 2,549 11.12 0.1367
2023-05-12 2023-03-31 13F CATERPILLAR COM 149123101 10,024 -48 -0.48 2,294 -4.93 0.1417
2023-02-02 2022-12-31 13F CATERPILLAR COM 149123101 10,072 972 10.68 2,413 61.55 0.1566
2022-11-07 2022-09-30 13F CATERPILLAR COM 149123101 9,100 -261 -2.79 1,493 -10.76 0.1074
2022-08-01 2022-06-30 13F CATERPILLAR COM 149123101 9,361 -1,518 -13.95 1,673 -30.98 0.1062
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 10,879 -1,302 -10.69 2,424 -3.73 0.1018
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 12,181 -431 -3.42 2,518 4.01 0.0823
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 12,612 19 0.15 2,421 -11.64 0.0816
2021-08-12 2021-06-30 13F CATERPILLAR COM 149123101 12,593 1,310 11.61 2,740 4.74 0.0920
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 11,283 107 0.96 2,616 28.61 0.1006
2021-02-09 2020-12-31 13F CATERPILLAR COM 149123101 11,176 -128 -1.13 2,034 20.64 0.0889
2020-11-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 11,304 -363 -3.11 1,686 14.23 0.0868
2020-08-03 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 11,667 313 2.76 1,476 11.99 0.0821
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 11,354 -5,726 -33.52 1,318 -47.74 0.0990
2020-02-18 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 17,080 1,273 8.05 2,522 26.29 0.1098
2019-11-12 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 15,807 -1,310 -7.65 1,997 -14.40 0.1010
2019-08-13 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 17,117 771 4.72 2,333 5.33 0.1106
2019-05-15 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 16,346 1,807 12.43 2,215 19.92 0.1065
2019-02-14 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 14,539 -6,286 -30.18 1,847 -41.85 0.1142
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 20,825 429 2.10 3,176 14.78 0.1205
2018-08-13 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 20,396 -10,042 -32.99 2,767 -38.32 0.1105
2018-05-14 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 30,438 1,649 5.73 4,486 -1.12 0.1786
2018-02-14 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 28,789 7,036 32.34 4,537 67.23 0.1749
2017-11-13 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 21,753 1,114 5.40 2,713 22.32 0.1129
2017-08-11 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 20,639 -528 -2.49 2,218 12.99 0.1005
2017-04-25 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 21,167 -3,651 -14.71 1,963 -14.73 0.0877
2017-02-13 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 24,818 2,381 10.61 2,302 15.56 0.1060
2016-11-10 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 22,437 211 0.95 1,992 18.22 0.0948
2016-08-12 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 22,226 5,147 30.14 1,685 28.92 0.0820
2016-05-06 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 17,079 -1,120 -6.15 1,307 5.66 0.0677
2016-02-05 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 18,199 4,251 30.48 1,237 35.64 0.0587
2015-11-06 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 13,948 -4,424 -24.08 912 -41.46 0.0520
2015-08-11 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 18,372 -12,703 -40.88 1,558 -37.35 0.0645
2015-05-08 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 31,075 31,075 69.14 2,487 59.63 0.0967
2015-01-30 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -23,595 -100.00 0 -100.00
2014-11-06 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 23,595 102 0.43 2,337 -8.46 0.1095
2014-08-08 2014-06-30 13F CATERPILLAR INC DEL COM 149123101 23,493 -805 -3.31 2,553 5.76 0.1120
2014-05-07 2014-03-31 13F CATERPILLAR INC DEL COM 149123101 24,298 -4,335 -15.14 2,414 -7.15 0.1097
2014-02-04 2013-12-31 13F CATERPILLAR INC DEL COM 149123101 28,633 3,278 12.93 2,600 22.99 0.1165
2013-11-07 2013-09-30 13F CATERPILLAR INC DEL COM 149123101 25,355 -1,750 -6.46 2,114 -5.46 0.1122
2013-07-25 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 27,105 27,105 2,236 0.1580
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.