Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionApollon Wealth Management, LLC
Latest Disclosed Ownership24,339 shares
Latest Disclosed Value $ 17,243,281
Apollon Wealth Management, LLC reports 4.96% increase in ownership of CAT / Caterpillar Inc.

On April 22, 2026 - Apollon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 24,339 shares of Caterpillar Inc. (MX:CAT) valued at $17,243,281 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 23,188 shares of Caterpillar Inc.. This represents a change in shares of 4.96% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-22 2026-03-31 13F CATERPILLAR COM 149123101 24,339 1,151 4.96 17,243 29.81 0.2802
2026-01-22 2025-12-31 13F CATERPILLAR COM 149123101 23,188 -1,612 -6.50 13,284 12.25 0.2302
2025-10-17 2025-09-30 13F CATERPILLAR COM 149123101 24,800 123 0.50 11,833 23.53 0.2105
2025-07-25 2025-06-30 13F CATERPILLAR COM 149123101 24,677 -1,129 -4.37 9,580 12.56 0.1892
2025-05-02 2025-03-31 13F CATERPILLAR COM 149123101 25,806 202 0.79 8,511 -8.38 0.1872
2025-01-28 2024-12-31 13F CATERPILLAR COM 149123101 25,604 2,763 12.10 9,288 3.97 0.2142
2024-11-05 2024-09-30 13F CATERPILLAR COM 149123101 22,841 180 0.79 8,934 18.35 0.2526
2024-07-19 2024-06-30 13F CATERPILLAR COM 149123101 22,661 1,673 7.97 7,548 -1.85 0.2298
2024-05-02 2024-03-31 13F CATERPILLAR COM 149123101 20,988 -686 -3.17 7,690 20.01 0.2421
2024-02-06 2023-12-31 13F CATERPILLAR COM 149123101 21,674 7,565 53.62 6,408 66.40 0.2214
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 14,109 -1,025 -6.77 3,852 3.44 0.1934
2023-08-04 2023-06-30 13F CATERPILLAR COM 149123101 15,134 2,734 22.05 3,724 31.23 0.1796
2023-05-16 2023-03-31 13F CATERPILLAR COM 149123101 12,400 1,966 18.84 2,838 13.53 0.1740
2023-02-15 2022-12-31 13F CATERPILLAR COM 149123101 10,434 4,820 85.86 2,499 171.34 0.1774
2022-11-08 2022-09-30 13F CATERPILLAR COM 149123101 5,614 147 2.69 921 -5.73 0.0759
2022-08-11 2022-06-30 13F CATERPILLAR COM 149123101 5,467 47 0.87 977 -19.12 0.0813
2022-05-16 2022-03-31 13F CATERPILLAR COM 149123101 5,420 -1,019 -15.83 1,208 -9.24 0.0858
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 6,439 4,694 269.00 1,331 297.31 0.0994
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 1,745 430 32.70 335 17.13 0.0459
2021-08-12 2021-06-30 13F CATERPILLAR COM 149123101 1,315 -200 -13.20 286 -18.52 0.0511
2021-05-17 2021-03-31 13F CATERPILLAR COM 149123101 1,515 -528 -25.84 351 -5.65 0.0678
2021-01-29 2020-12-31 13F CATERPILLAR COM 149123101 2,043 2,043 34.85 372 5.98 0.1008
2020-11-03 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 0 -146 -100.00 0 -100.00
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 146 146 18 0.0099
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.