Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionWbh Advisory Inc
Latest Disclosed Ownership4,878 shares
Latest Disclosed Value $ 3,562,783
Wbh Advisory Inc reports 1.51% decrease in ownership of CAT / Caterpillar Inc.

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 4,878 shares of Caterpillar Inc. (MX:CAT) valued at $3,562,783 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,953 shares of Caterpillar Inc.. This represents a change in shares of -1.51% 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)
2026-04-27 2026-03-31 13F CATERPILLAR COM 149123101 4,878 -75 -1.51 3,563 25.56 0.2668
2026-01-26 2025-12-31 13F CATERPILLAR COM 149123101 4,953 -28 -0.56 2,838 19.40 0.2101
2025-10-30 2025-09-30 13F CATERPILLAR COM 149123101 4,981 0 0.00 2,377 22.92 0.1815
2025-07-30 2025-06-30 13F CATERPILLAR COM 149123101 4,981 -50 -0.99 1,934 16.52 0.1648
2025-05-12 2025-03-31 13F CATERPILLAR COM 149123101 5,031 -390 -7.19 1,659 -15.62 0.1548
2025-01-31 2024-12-31 13F CATERPILLAR COM 149123101 5,421 -72 -1.31 1,967 -8.47 0.1825
2024-10-15 2024-09-30 13F CATERPILLAR COM 149123101 5,493 -229 -4.00 2,148 12.76 0.2035
2024-07-11 2024-06-30 13F CATERPILLAR COM 149123101 5,722 38 0.67 1,906 -8.50 0.1929
2024-04-16 2024-03-31 13F CATERPILLAR COM 149123101 5,684 -4 -0.07 2,083 23.85 0.2143
2024-01-09 2023-12-31 13F CATERPILLAR COM 149123101 5,688 -153 -2.62 1,682 5.46 0.1871
2023-10-10 2023-09-30 13F CATERPILLAR COM 149123101 5,841 -309 -5.02 1,594 5.35 0.1957
2023-07-12 2023-06-30 13F CATERPILLAR COM 149123101 6,150 -155 -2.46 1,513 4.92 0.1793
2023-04-20 2023-03-31 13F CATERPILLAR COM 149123101 6,305 86 1.38 1,443 41.37 0.1802
2022-10-18 2022-09-30 13F CATERPILLAR COM 149123101 6,219 -47 -0.75 1,020 -7.02 0.1472
2022-07-12 2022-06-30 13F CATERPILLAR COM 149123101 6,266 -283 -4.32 1,097 -21.14 0.1464
2022-04-29 2022-03-31 13F CATERPILLAR COM 149123101 6,549 -400 -5.76 1,391 -3.20 0.1707
2022-01-28 2021-12-31 13F CATERPILLAR COM 149123101 6,949 -87 -1.24 1,437 6.37 0.1639
2021-10-25 2021-09-30 13F CATERPILLAR COM 149123101 7,036 3 0.04 1,351 -8.96 0.1818
2021-07-27 2021-06-30 13F CATERPILLAR COM 149123101 7,033 -47 -0.66 1,484 -9.62 0.2175
2021-04-19 2021-03-31 13F CATERPILLAR COM 149123101 7,080 -106 -1.48 1,642 18.81 0.2657
2021-01-21 2020-12-31 13F CATERPILLAR COM 149123101 7,186 352 5.15 1,382 35.62 0.2378
2020-10-27 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 6,834 -162 -2.32 1,019 15.14 0.2057
2020-08-05 2020-06-30 13F Caterpillar COM 149123101 6,996 -606 -7.97 885 0.34 0.2142
2020-05-07 2020-03-31 13F Caterpillar COM 149123101 7,602 -981 -11.43 882 -30.39 0.2069
2020-01-27 2019-12-31 13F Caterpillar COM 149123101 8,583 -49 -0.57 1,267 16.24 0.2591
2019-10-25 2019-09-30 13F Caterpillar COM 149123101 8,632 60 0.70 1,090 -6.68 0.2448
2019-08-02 2019-06-30 13F Caterpillar COM 149123101 8,572 -42 -0.49 1,168 0.09 0.2708
2019-04-22 2019-03-31 13F Caterpillar COM 149123101 8,614 37 0.43 1,167 7.16 0.2776
2019-01-29 2018-12-31 13F Caterpillar COM 149123101 8,577 -493 -5.44 1,089 -21.26 0.2644
2018-10-29 2018-09-30 13F Caterpillar COM 149123101 9,070 397 4.58 1,383 17.60 0.3353
2018-07-31 2018-06-30 13F Caterpillar COM 149123101 8,673 305 3.64 1,176 -4.62 0.3049
2018-04-30 2018-03-31 13F Caterpillar COM 149123101 8,368 -232 -2.70 1,233 -9.00 0.3352
2018-01-31 2017-12-31 13F Caterpillar COM 149123101 8,600 72 0.84 1,355 27.47 0.3614
2017-11-29 2017-09-30 13F Caterpillar COM 149123101 8,528 7 0.08 1,063 16.17 0.2966
2017-07-21 2017-06-30 13F Caterpillar COM 149123101 8,521 -93 -1.08 915 14.52 0.2567
2017-04-21 2017-03-31 13F Caterpillar COM 149123101 8,614 9 0.10 799 0.13 0.2393
2017-01-20 2016-12-31 13F Caterpillar COM 149123101 8,605 -332 -3.71 798 0.63 0.2660
2016-10-24 2016-09-30 13F Caterpillar COM 149123101 8,937 209 2.39 793 19.97 0.2714
2016-07-25 2016-06-30 13F Caterpillar COM 149123101 8,728 -60 -0.68 661 -1.64 0.2573
2016-04-15 2016-03-31 13F Caterpillar COM 149123101 8,788 -89 -1.00 672 11.44 0.2249
2016-01-19 2015-12-31 13F Caterpillar COM 149123101 8,877 -7,275 -45.04 603 -42.84 0.2107
2015-10-15 2015-09-30 13F Caterpillar COM 149123101 16,152 182 1.14 1,055 -22.08 0.4383
2015-07-20 2015-06-30 13F Caterpillar COM 149123101 15,970 -743 -4.45 1,354 1.27 0.5321
2015-04-22 2015-03-31 13F Caterpillar COM 149123101 16,713 -826 -4.71 1,337 -16.70 0.3751
2015-01-23 2014-12-31 13F Caterpillar COM 149123101 17,539 -973 -5.26 1,605 -12.44 0.6052
2014-10-17 2014-09-30 13F Caterpillar COM 149123101 18,512 -265 -1.41 1,833 -10.15 0.6440
2014-07-21 2014-06-30 13F Caterpillar COM 149123101 18,777 -191 -1.01 2,040 8.28 0.7713
2014-04-29 2014-03-31 13F Caterpillar COM 149123101 18,968 -551 -2.82 1,884 6.32 0.7495
2014-02-19 2013-12-31 13F/A-1 Caterpillar COM 149123101 19,519 -605 -3.01 1,772 5.60 0.7138
2014-01-27 2013-12-31 13F Caterpillar COM 149123101 19,519 1,772
2013-11-05 2013-09-30 13F Caterpillar COM 149123101 20,124 -339 -1.66 1,678 -0.59 0.7511
2013-07-19 2013-06-30 13F Caterpillar COM 149123101 20,463 20,463 1,688 0.7807
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.