Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionBeacon Pointe Advisors, LLC
Latest Disclosed Ownership93,986 shares
Latest Disclosed Value $ 66,585,400
Beacon Pointe Advisors, LLC reports 27.80% increase in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Beacon Pointe Advisors, LLC filed a 13F-HR form disclosing ownership of 93,986 shares of Caterpillar Inc. (MX:CAT) valued at $66,585,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 73,542 shares of Caterpillar Inc.. This represents a change in shares of 27.80% 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)
2026-05-15 2026-03-31 13F CATERPILLAR COM 149123101 93,986 20,444 27.80 66,585 58.05 0.3521
2026-02-18 2025-12-31 13F CATERPILLAR COM 149123101 73,542 -706 -0.95 42,130 18.92 0.2954
2025-11-14 2025-09-30 13F CATERPILLAR COM 149123101 74,248 -10,607 -12.50 35,428 7.55 0.3001
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 84,855 2,900 3.54 32,942 21.88 0.3438
2025-05-13 2025-03-31 13F CATERPILLAR COM 149123101 81,955 -1,368 -1.64 27,029 -10.58 0.3035
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 83,323 -3,613 -4.16 30,226 -11.11 0.3349
2024-11-14 2024-09-30 13F CATERPILLAR COM 149123101 86,936 -2,998 -3.33 34,002 13.51 0.3920
2024-08-12 2024-06-30 13F CATERPILLAR COM 149123101 89,934 -730 -0.81 29,957 -9.83 0.3543
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 90,664 17,780 24.39 33,222 54.17 0.3694
2024-02-08 2023-12-31 13F CATERPILLAR COM 149123101 72,884 -1,331 -1.79 21,550 6.36 0.2575
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 74,215 13,232 21.70 20,261 35.03 0.2525
2023-08-14 2023-06-30 13F CATERPILLAR COM 149123101 60,983 -1,892 -3.01 15,004 4.28 0.2450
2023-05-12 2023-03-31 13F CATERPILLAR COM 149123101 62,875 727 1.17 14,389 -3.36 0.2453
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 62,148 -711 -1.13 14,888 44.45 0.2888
2022-11-09 2022-09-30 13F CATERPILLAR COM 149123101 62,859 8,869 16.43 10,307 6.64 0.2306
2022-08-11 2022-06-30 13F CATERPILLAR COM 149123101 53,990 -3,755 -6.50 9,665 -24.89 0.2040
2022-05-17 2022-03-31 13F CATERPILLAR COM 149123101 57,745 15,614 37.06 12,867 47.73 0.1764
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 42,131 -6,036 -12.53 8,710 -5.81 0.2270
2021-11-15 2021-09-30 13F CATERPILLAR COM 149123101 48,167 30,406 171.20 9,247 139.25 0.2281
2021-08-17 2021-06-30 13F CATERPILLAR COM 149123101 17,761 13,600 326.84 3,865 300.93 0.1369
2021-05-18 2021-03-31 13F CATERPILLAR COM 149123101 4,161 -528 -11.26 964 13.15 0.0592
2021-02-12 2020-12-31 13F CATERPILLAR COM 149123101 4,689 572 13.89 852 38.76 0.0583
2020-11-16 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 4,117 273 7.10 614 26.08 0.0594
2020-08-14 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,844 1,302 51.22 487 65.08 0.0488
2020-05-15 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 2,542 2,542 -33.87 295 -39.43 0.0470
2019-11-14 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 0 -1,710 -100.00 0 -100.00
2019-08-14 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 1,710 1,710 233 0.0850
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.