Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionChatham Capital Group, Inc.
Latest Disclosed Ownership704 shares
Latest Disclosed Value $ 498,702
Chatham Capital Group, Inc. reports 1.15% increase in ownership of CAT / Caterpillar Inc.

On April 20, 2026 - Chatham Capital Group, Inc. filed a 13F-HR form disclosing ownership of 704 shares of Caterpillar Inc. (MX:CAT) valued at $498,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 696 shares of Caterpillar Inc.. This represents a change in shares of 1.15% 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)
2026-04-20 2026-03-31 13F CATERPILLAR COM 149123101 704 8 1.15 499 25.13 0.0723
2026-01-14 2025-12-31 13F CATERPILLAR COM 149123101 696 0 0.00 399 19.88 0.0567
2025-10-15 2025-09-30 13F CATERPILLAR COM 149123101 696 0 0.00 332 22.96 0.0478
2025-07-17 2025-06-30 13F CATERPILLAR COM 149123101 696 0 0.00 270 17.90 0.0412
2025-04-10 2025-03-31 13F CATERPILLAR COM 149123101 696 0 0.00 230 -9.13 0.0383
2025-02-07 2024-12-31 13F CATERPILLAR COM 149123101 696 0 0.00 252 -7.35 0.0415
2024-10-16 2024-09-30 13F CATERPILLAR COM 149123101 696 0 0.00 272 17.75 0.0445
2024-07-15 2024-06-30 13F CATERPILLAR COM 149123101 696 0 0.00 232 -9.41 0.0405
2024-04-18 2024-03-31 13F CATERPILLAR COM 149123101 696 1 0.14 255 24.39 0.0468
2024-01-19 2023-12-31 13F CATERPILLAR COM 149123101 695 695 206 0.0417
2020-01-31 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -23,411 -100.00 0 -100.00
2019-11-08 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 23,411 -1,025 -4.19 2,957 -11.20 0.7554
2019-07-24 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 24,436 170 0.70 3,330 1.28 0.8385
2019-05-09 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 24,266 12 0.05 3,288 6.68 0.8458
2019-02-05 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 24,254 580 2.45 3,082 -14.63 0.8559
2018-10-30 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 23,674 445 1.92 3,610 14.57 0.9119
2018-07-30 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 23,229 23,229 3,151 0.8294
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.