Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership4,179 shares
Latest Disclosed Value $ 2,960,656
180 Wealth Advisors, Llc reports 53.87% increase in ownership of CAT / Caterpillar Inc.

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 4,179 shares of Caterpillar Inc. (MX:CAT) valued at $2,960,656 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,716 shares of Caterpillar Inc.. This represents a change in shares of 53.87% 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)
2026-05-01 2026-03-31 13F CATERPILLAR COM 149123101 4,179 1,463 53.87 2,961 90.23 0.3365
2026-01-09 2025-12-31 13F CATERPILLAR COM 149123101 2,716 424 18.50 1,556 42.36 0.1772
2025-10-16 2025-09-30 13F CATERPILLAR COM 149123101 2,292 -15 -0.65 1,094 22.12 0.1333
2025-07-31 2025-06-30 13F CATERPILLAR COM 149123101 2,307 -36 -1.54 896 15.93 0.1249
2025-04-09 2025-03-31 13F CATERPILLAR COM 149123101 2,343 -1,465 -38.47 773 -44.10 0.1231
2025-01-14 2024-12-31 13F CATERPILLAR COM 149123101 3,808 35 0.93 1,381 -6.37 0.2164
2024-11-01 2024-09-30 13F CATERPILLAR COM 149123101 3,773 -94 -2.43 1,476 15.23 0.2323
2024-07-16 2024-06-30 13F CATERPILLAR COM 149123101 3,867 716 22.72 1,280 10.92 0.2088
2024-04-16 2024-03-31 13F CATERPILLAR COM 149123101 3,151 883 38.93 1,155 74.06 0.2075
2024-01-25 2023-12-31 13F CATERPILLAR COM 149123101 2,268 -14 -0.61 664 6.59 0.1329
2023-11-01 2023-09-30 13F CATERPILLAR COM 149123101 2,282 60 2.70 623 13.30 0.1402
2023-07-12 2023-06-30 13F CATERPILLAR COM 149123101 2,222 -27 -1.20 549 6.81 0.1207
2023-04-07 2023-03-31 13F CATERPILLAR COM 149123101 2,249 -31 -1.36 515 -13.90 0.1198
2023-02-02 2022-12-31 13F CATERPILLAR COM 149123101 2,280 -120 -5.00 598 51.52 0.1405
2022-10-12 2022-09-30 13F CATERPILLAR COM 149123101 2,400 30 1.27 394 -6.86 0.1084
2022-07-11 2022-06-30 13F CATERPILLAR COM 149123101 2,370 -35 -1.46 423 -24.19 0.1080
2022-04-22 2022-03-31 13F CATERPILLAR COM 149123101 2,405 -11 -0.46 558 7.93 0.1218
2022-01-26 2021-12-31 13F CATERPILLAR COM 149123101 2,416 26 1.09 517 8.61 0.1161
2021-10-28 2021-09-30 13F CATERPILLAR COM 149123101 2,390 167 7.51 476 0.00 0.1049
2021-08-13 2021-06-30 13F CATERPILLAR COM 149123101 2,223 164 7.97 476 -2.66 0.1089
2021-05-25 2021-03-31 13F CATERPILLAR COM 149123101 2,059 -48 -2.28 489 19.56 0.1212
2021-01-27 2020-12-31 13F CATERPILLAR COM 149123101 2,107 66 3.23 409 18.55 0.1180
2020-10-23 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 2,041 17 0.84 345 24.55 0.1294
2020-07-21 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 2,024 -2,036 -50.15 277 -41.56 0.1101
2020-04-09 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 4,060 -90 -2.17 474 -21.52 0.2460
2020-01-17 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 4,150 1,949 88.55 604 113.43 0.2408
2019-10-22 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 2,201 63 2.95 283 4.43 0.1251
2019-08-05 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 2,138 0 0.00 271 -5.24 0.1220
2019-05-14 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 2,138 461 27.49 286 11.72 0.1298
2019-01-15 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 1,677 0 0.00 256 0.00 0.1195
2018-11-14 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 1,677 26 1.57 256 14.29 0.1184
2018-08-08 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 1,651 -81 -4.68 224 -12.16 0.1110
2018-06-01 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 1,732 0 0.00 255 -6.59 0.1324
2018-02-13 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 1,732 1,732 273 0.1390
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.