Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionBridgewater Associates, LP
ManagerRay Dalio, Bob Prince
Latest Disclosed Ownership82,502 shares
Latest Disclosed Value $ 58,449,367
Bridgewater Associates, LP reports 32.73% increase in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Bridgewater Associates, LP filed a 13F-HR form disclosing ownership of 82,502 shares of Caterpillar Inc. (MX:CAT) valued at $58,449,367 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 62,157 shares of Caterpillar Inc.. This represents a change in shares of 32.73% 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 82,502 20,345 32.73 58,449 64.15 0.2609
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 62,157 62,157 35,608 0.1299
2024-11-13 2024-09-30 13F CATERPILLAR COM 149123101 0 -2,045 -100.00 0 -100.00
2024-08-14 2024-06-30 13F CATERPILLAR COM 149123101 2,045 2,045 681 0.0036
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 0 -5,997 -100.00 0 -100.00
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 5,997 5,997 1,773 0.0099
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 0 -15,761 -100.00 0 -100.00
2023-08-11 2023-06-30 13F CATERPILLAR COM 149123101 15,761 15,761 3,878 0.0239
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 0 -110,621 -100.00 0 -100.00
2022-11-10 2022-09-30 13F CATERPILLAR COM 149123101 110,621 -125,101 -53.07 18,151 -56.92 0.0919
2022-08-11 2022-06-30 13F CATERPILLAR COM 149123101 235,722 60,535 34.55 42,138 7.95 0.1786
2022-05-13 2022-03-31 13F CATERPILLAR COM 149123101 175,187 175,187 39,035 0.1574
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 0 -86,402 -100.00 0 -100.00
2021-08-13 2021-06-30 13F CATERPILLAR COM 149123101 86,402 86,402 18,804 0.1206
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 0 -35,021 -100.00 0 -100.00
2021-02-12 2020-12-31 13F CATERPILLAR COM 149123101 35,021 10,539 43.05 6,375 74.61 0.0552
2020-11-13 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 24,482 24,482 -30.09 3,651 -42.73 0.0439
2020-05-14 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -13,660 -100.00 0 -100.00
2020-02-13 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 13,660 -44 -0.32 2,017 16.52 0.0206
2019-11-13 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 13,704 13,704 0.32 1,731 -14.18 0.0152
2019-08-13 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 0 -29,120 -100.00 0 -100.00
2019-05-14 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 29,120 -52,776 -64.44 3,945 -62.09 0.0242
2019-02-13 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 81,896 18,592 29.37 10,407 7.81 0.0952
2018-11-13 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 63,304 -150,203 -70.35 9,653 -66.67 0.1000
2018-08-13 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 213,507 153,350 254.92 28,966 226.71 0.2894
2018-05-15 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 60,157 29,794 98.13 8,866 85.29 0.0846
2018-02-13 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 30,363 -17,888 -37.07 4,785 -20.48 0.0392
2017-11-13 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 48,251 48,251 58.91 6,017 25.75 0.0404
2016-11-09 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 0 -3,700 -100.00 0 -100.00
2016-08-10 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 3,700 3,700 0.00 280 0.0035
2015-05-14 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 0 -92,287 -100.00 0 -100.00
2015-02-11 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 92,287 92,287 8,447 0.0674
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.