Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionVersant Capital Management, Inc
Latest Disclosed Ownership2,327 shares
Latest Disclosed Value $ 1,648,807
Versant Capital Management, Inc reports 31.17% increase in ownership of CAT / Caterpillar Inc.

On April 6, 2026 - Versant Capital Management, Inc filed a 13F-HR form disclosing ownership of 2,327 shares of Caterpillar Inc. (MX:CAT) valued at $1,648,807 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,774 shares of Caterpillar Inc.. This represents a change in shares of 31.17% 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)
2026-04-06 2026-03-31 13F CATERPILLAR INC COM Stock 149123101 2,327 553 31.17 1,649 62.20 0.1625
2026-01-08 2025-12-31 13F CATERPILLAR INC COM Stock 149123101 1,774 425 31.50 1,016 58.01 0.1275
2025-10-27 2025-09-30 13F CATERPILLAR INC COM Stock 149123101 1,349 276 25.72 644 54.57 0.0876
2025-07-07 2025-06-30 13F CATERPILLAR INC COM Stock 149123101 1,073 -382 -26.25 417 -13.15 0.0633
2025-04-03 2025-03-31 13F CATERPILLAR INC COM Stock 149123101 1,455 299 25.87 480 14.32 0.0805
2025-01-03 2024-12-31 13F CATERPILLAR INC COM Stock 149123101 1,156 331 40.12 419 30.12 0.0904
2024-10-07 2024-09-30 13F CATERPILLAR INC COM Stock 149123101 825 156 23.32 323 45.05 0.0735
2024-07-08 2024-06-30 13F CATERPILLAR INC COM Stock 149123101 669 189 39.38 223 26.86 0.0563
2024-04-03 2024-03-31 13F CATERPILLAR INC COM Stock 149123101 480 33 7.38 176 32.58 0.0502
2024-01-08 2023-12-31 13F CATERPILLAR INC COM Stock 149123101 447 16 3.71 132 12.82 0.0394
2023-10-12 2023-09-30 13F CATERPILLAR INC COM Stock 149123101 431 -399 -48.07 118 -42.65 0.0374
2023-07-10 2023-06-30 13F CATERPILLAR INC COM Stock 149123101 830 -35 -4.05 204 4.08 0.0653
2023-04-10 2023-03-31 13F CATERPILLAR INC COM Stock 149123101 865 234 37.08 196 29.80 0.0660
2023-01-25 2022-12-31 13F CATERPILLAR INC COM Stock 149123101 631 13 2.10 151 49.50 0.0547
2022-12-30 2022-09-30 13F CATERPILLAR INC COM Stock 149123101 618 106 20.70 101 9.78 0.0396
2022-08-02 2022-06-30 13F CATERPILLAR INC COM Stock 149123101 512 7 1.39 92 -18.58 0.0337
2022-04-29 2022-03-31 13F CATERPILLAR INC COM Stock 149123101 505 395 359.09 113 391.30 0.0360
2022-01-06 2021-12-31 13F CATERPILLAR INC COM Stock 149123101 110 6 5.77 23 15.00 0.0075
2021-10-29 2021-09-30 13F CATERPILLAR INC COM Stock 149123101 104 -117 -52.94 20 -58.33 0.0071
2021-07-22 2021-06-30 13F CATERPILLAR INC COM Stock 149123101 221 76 52.41 48 41.18 0.0178
2021-04-27 2021-03-31 13F CATERPILLAR INC COM Stock 149123101 145 49 51.04 34 100.00 0.0124
2021-02-08 2020-12-31 13F CATERPILLAR INC COM Stock 149123101 96 0 0.00 17 21.43 0.0067
2020-11-02 2020-09-30 13F CATERPILLAR INC DEL COM Stock 149123101 96 -500 -83.89 14 -81.33 0.0062
2020-07-16 2020-06-30 13F CATERPILLAR INC DEL COM Stock 149123101 596 -12 -1.97 75 7.14 0.0344
2020-04-17 2020-03-31 13F CATERPILLAR INC DEL COM Stock 149123101 608 467 331.21 70 250.00 0.0369
2020-01-28 2019-12-31 13F CATERPILLAR INC DEL COM Stock 149123101 141 0 0.00 20 17.65 0.0101
2019-10-18 2019-09-30 13F CATERPILLAR INC DEL COM Stock 149123101 141 -3 -2.08 17 -10.53 0.0080
2019-07-16 2019-06-30 13F CATERPILLAR INC DEL COM Stock 149123101 144 -113 -43.97 19 -44.12 0.0087
2019-04-23 2019-03-31 13F/A-1 CATERPILLAR INC DEL COM Stock 149123101 257 -7 -2.65 34 3.03 0.0145
2019-04-23 2019-03-31 13F CATERPILLAR INC DEL COM Stock 149123101 34 34
2019-01-28 2018-12-31 13F CATERPILLAR INC DEL COM Stock 149123101 264 0 0.00 33 -17.50 0.0152
2018-10-12 2018-09-30 13F CATERPILLAR INC DEL COM Stock 149123101 264 0 0.00 40 14.29 0.0164
2018-07-06 2018-06-30 13F CATERPILLAR INC DEL COM Stock 149123101 264 -2 -0.75 35 -10.26 0.0148
2018-04-19 2018-03-31 13F CATERPILLAR INC DEL COM Stock 149123101 266 0 0.00 39 -4.88 0.0161
2018-04-18 2017-12-31 13F CATERPILLAR INC DEL COM Stock 149123101 266 0 0.00 41 24.24 0.0166
2018-04-23 2017-09-30 13F CATERPILLAR INC DEL COM Stock 149123101 266 -20 -6.99 33 10.00 0.0180
2018-04-23 2017-06-30 13F CATERPILLAR INC DEL COM Stock 149123101 286 -5 -1.72 30 15.38 0.0165
2018-04-23 2017-03-31 13F CATERPILLAR INC DEL COM Stock 149123101 291 0 0.00 26 0.00 0.0144
2018-04-23 2016-12-31 13F CATERPILLAR INC DEL COM Stock 149123101 291 -10 -3.32 26 0.00 0.0148
2018-04-23 2016-09-30 13F CATERPILLAR INC DEL COM Stock 149123101 301 -1 -0.33 26 18.18 0.0148
2018-04-23 2016-06-30 13F CATERPILLAR INC DEL COM Stock 149123101 302 -25 -7.65 22 -12.00 0.0130
2018-04-23 2016-03-31 13F CATERPILLAR INC DEL COM Stock 149123101 327 -78 -19.26 25 -7.41 0.0151
2018-04-23 2015-12-31 13F CATERPILLAR INC DEL COM Stock 149123101 405 405 27 0.0169
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.