Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionQuantinno Capital Management LP
Latest Disclosed Ownership308,530 shares
Latest Disclosed Value $ 218,581,329
Quantinno Capital Management LP reports 18.36% increase in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Quantinno Capital Management LP filed a 13F-HR form disclosing ownership of 308,530 shares of Caterpillar Inc. (MX:CAT) valued at $218,581,329 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 260,665 shares of Caterpillar Inc.. This represents a change in shares of 18.36% 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 308,530 47,865 18.36 218,581 46.38 0.3648
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 260,665 67,164 34.71 149,327 61.73 0.2999
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 193,501 60,938 45.97 92,329 79.41 0.2519
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 132,563 19,461 17.21 51,463 37.96 0.2222
2025-05-12 2025-03-31 13F CATERPILLAR COM 149123101 113,102 16,950 17.63 37,301 6.94 0.2429
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 96,152 26,294 37.64 34,880 27.66 0.3430
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 69,858 28,826 70.25 27,323 99.90 0.3552
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 41,032 3,691 9.88 13,668 -0.11 0.2458
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 37,341 3,821 11.40 13,683 38.06 0.2974
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 33,520 2,611 8.45 9,911 17.46 0.3469
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 30,909 4,118 15.37 8,438 28.00 0.3841
2023-08-04 2023-06-30 13F CATERPILLAR COM 149123101 26,791 9,418 54.21 6,592 65.79 0.3765
2023-05-03 2023-03-31 13F CATERPILLAR COM 149123101 17,373 -3,465 -16.63 3,976 -20.35 0.2629
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 20,838 11,163 115.38 4,992 214.36 0.3724
2022-11-08 2022-09-30 13F CATERPILLAR COM 149123101 9,675 2,101 27.74 1,588 17.28 0.2045
2022-08-15 2022-06-30 13F CATERPILLAR COM 149123101 7,574 3,285 76.59 1,354 41.63 0.1953
2022-05-12 2022-03-31 13F CATERPILLAR COM 149123101 4,289 -1,060 -19.82 956 -13.56 0.1458
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 5,349 5,349 1,106 0.2002
2019-08-14 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -1,655 -100.00 0 -100.00
2019-05-14 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 1,655 1,655 224 0.1435
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.