Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionWedbush Securities Inc
Latest Disclosed Ownership22,218 shares
Latest Disclosed Value $ 15,741
Wedbush Securities Inc reports 4.20% increase in ownership of CAT / Caterpillar Inc.

On April 21, 2026 - Wedbush Securities Inc filed a 13F-HR form disclosing ownership of 22,218 shares of Caterpillar Inc. (MX:CAT) valued at $15,741 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 21,322 shares of Caterpillar Inc.. This represents a change in shares of 4.20% 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)
2026-04-21 2026-03-31 13F CATERPILLAR COM 149123101 22,218 896 4.20 16 25.00 0.4590
2026-02-12 2025-12-31 13F CATERPILLAR COM 149123101 21,322 4,896 29.81 12 71.43 0.3564
2025-11-06 2025-09-30 13F CATERPILLAR COM 149123101 16,426 -1,617 -8.96 8 0.00 0.2560
2025-08-06 2025-06-30 13F CATERPILLAR COM 149123101 18,043 -810 -4.30 7 16.67 0.2449
2025-05-06 2025-03-31 13F CATERPILLAR COM 149123101 18,853 -468 -2.42 6 -14.29 0.2282
2025-02-13 2024-12-31 13F CATERPILLAR COM 149123101 19,321 2,793 16.90 7 16.67 0.2498
2024-11-08 2024-09-30 13F CATERPILLAR COM 149123101 16,528 -2,395 -12.66 6 0.00 0.2398
2024-08-07 2024-06-30 13F CATERPILLAR COM 149123101 18,923 602 3.29 6 0.00 0.2253
2024-05-15 2024-03-31 13F CATERPILLAR COM 149123101 18,321 514 2.89 7 20.00 0.2504
2024-02-12 2023-12-31 13F CATERPILLAR COM 149123101 17,807 -1,761 -9.00 5 0.00 0.2332
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 19,568 -1,017 -4.94 5 0.00 0.2657
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 20,585 479 2.38 5 25.00 0.2416
2023-05-09 2023-03-31 13F CATERPILLAR COM 149123101 20,106 -2,201 -9.87 5 -20.00 0.2302
2023-01-31 2022-12-31 13F CATERPILLAR COM 149123101 22,307 22 0.10 5 -99.86 0.2937
2022-10-18 2022-09-30 13F CATERPILLAR COM 149123101 22,285 -97 -0.43 3,656 -8.62 0.2053
2022-07-21 2022-06-30 13F CATERPILLAR COM 149123101 22,382 1,246 5.90 4,001 -15.05 0.2179
2022-04-19 2022-03-31 13F CATERPILLAR COM 149123101 21,136 -1,238 -5.53 4,710 1.82 0.2155
2022-01-13 2021-12-31 13F CATERPILLAR COM 149123101 22,374 130 0.58 4,626 8.34 0.1993
2021-10-08 2021-09-30 13F CATERPILLAR COM 149123101 22,244 -1,270 -5.40 4,270 -16.55 0.2027
2021-07-27 2021-06-30 13F CATERPILLAR COM 149123101 23,514 6,290 36.52 5,117 28.12 0.2419
2021-04-26 2021-03-31 13F CATERPILLAR COM 149123101 17,224 1,684 10.84 3,994 41.18 0.2212
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 15,540 -756 -4.64 2,829 16.37 0.2480
2020-10-20 2020-09-30 13F CATERPILLAR COM 149123101 16,296 -243 -1.47 2,431 16.20 0.2331
2020-07-16 2020-06-30 13F CATERPILLAR COM 149123101 16,539 -357 -2.11 2,092 6.68 0.1978
2020-04-17 2020-03-31 13F CATERPILLAR COM 149123101 16,896 -147 -0.86 1,961 -22.09 0.2334
2020-01-16 2019-12-31 13F CATERPILLAR COM 149123101 17,043 -224 -1.30 2,517 15.41 0.2237
2019-10-17 2019-09-30 13F CATERPILLAR COM 149123101 17,267 265 1.56 2,181 -5.87 0.2134
2019-08-01 2019-06-30 13F CATERPILLAR COM 149123101 17,002 1,255 7.97 2,317 8.58 0.2329
2019-04-17 2019-03-31 13F CATERPILLAR COM 149123101 15,747 126 0.81 2,134 7.51 0.2293
2019-01-31 2018-12-31 13F CATERPILLAR COM 149123101 15,621 908 6.17 1,985 -11.54 0.2537
2018-11-13 2018-09-30 13F CATERPILLAR COM 149123101 14,713 -1,663 -10.16 2,244 0.99 0.2546
2018-08-03 2018-06-30 13F CATERPILLAR COM 149123101 16,376 3,036 22.76 2,222 13.02 0.2755
2018-05-01 2018-03-31 13F CATERPILLAR COM 149123101 13,340 1,934 16.96 1,966 9.40 0.2567
2018-02-09 2017-12-31 13F CATERPILLAR COM 149123101 11,406 247 2.21 1,797 29.09 0.2195
2017-10-31 2017-09-30 13F CATERPILLAR COM 149123101 11,159 -815 -6.81 1,392 8.16 0.1808
2017-08-02 2017-06-30 13F CATERPILLAR COM 149123101 11,974 3,340 38.68 1,287 60.67 0.1670
2017-05-05 2017-03-31 13F CATERPILLAR COM 149123101 8,634 -5,043 -36.87 801 -36.83 0.1085
2017-01-25 2016-12-31 13F CATERPILLAR COM 149123101 13,677 2,082 17.96 1,268 23.23 0.1867
2016-11-04 2016-09-30 13F CATERPILLAR COM 149123101 11,595 1,545 15.37 1,029 35.04 0.1533
2016-08-02 2016-06-30 13F CATERPILLAR COM 149123101 10,050 857 9.32 762 8.24 0.1247
2016-05-02 2016-03-31 13F CATERPILLAR COM 149123101 9,193 688 8.09 704 21.80 0.1223
2016-02-03 2015-12-31 13F CATERPILLAR COM 149123101 8,505 -788 -8.48 578 -4.78 0.1044
2015-10-28 2015-09-30 13F CATERPILLAR COM 149123101 9,293 178 1.95 607 -21.47 0.1219
2015-08-10 2015-06-30 13F CATERPILLAR COM 149123101 9,115 -5,583 -37.98 773 -34.27 0.1426
2015-05-12 2015-03-31 13F CATERPILLAR COM 149123101 14,698 14,698 61.25 1,176 52.13 0.1998
2015-01-27 2014-12-31 13F CATERPILLAR COM 149123101 0 -9,351 -100.00 0 -100.00
2014-11-07 2014-09-30 13F CATERPILLAR COM 149123101 9,351 -2,909 -23.73 926 -30.48 0.1442
2014-08-04 2014-06-30 13F CATERPILLAR COM 149123101 12,260 -5,654 -31.56 1,332 -25.17 0.2124
2014-05-09 2014-03-31 13F CATERPILLAR COM 149123101 17,914 744 4.33 1,780 14.18 0.3120
2014-02-03 2013-12-31 13F CATERPILLAR COM 149123101 17,170 2,080 13.78 1,559 23.93 0.3682
2013-10-28 2013-09-30 13F CATERPILLAR COM 149123101 15,090 1,160 8.33 1,258 9.49 0.3323
2013-08-12 2013-06-30 13F CATERPILLAR COM 149123101 13,930 13,930 1,149 0.3153
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.