Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionGables Capital Management Inc.
Latest Disclosed Ownership7,250 shares
Latest Disclosed Value $ 5,136,335
Gables Capital Management Inc. reports 4.16% decrease in ownership of CAT / Caterpillar Inc.

On May 1, 2026 - Gables Capital Management Inc. filed a 13F-HR form disclosing ownership of 7,250 shares of Caterpillar Inc. (MX:CAT) valued at $5,136,335 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,565 shares of Caterpillar Inc.. This represents a change in shares of -4.16% 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 7,250 -315 -4.16 5,136 18.53 2.1764
2026-02-06 2025-12-31 13F CATERPILLAR COM 149123101 7,565 -15 -0.20 4,334 19.83 1.8310
2025-11-06 2025-09-30 13F CATERPILLAR COM 149123101 7,580 -100 -1.30 3,617 21.30 1.5499
2025-07-30 2025-06-30 13F CATERPILLAR COM 149123101 7,680 -435 -5.36 2,981 11.40 1.4093
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 8,115 525 6.92 2,676 -2.80 1.3230
2025-02-07 2024-12-31 13F CATERPILLAR COM 149123101 7,590 -50 -0.65 2,753 -7.86 1.3285
2024-10-25 2024-09-30 13F CATERPILLAR COM 149123101 7,640 420 5.82 2,988 24.29 1.5080
2024-08-08 2024-06-30 13F CATERPILLAR COM 149123101 7,220 150 2.12 2,405 -7.18 1.2576
2024-05-06 2024-03-31 13F CATERPILLAR COM 149123101 7,070 0 0.00 2,591 23.92 1.4271
2024-02-08 2023-12-31 13F CATERPILLAR COM 149123101 7,070 0 0.00 2,090 8.29 1.2989
2023-11-03 2023-09-30 13F CATERPILLAR COM 149123101 7,070 0 0.00 1,930 10.98 1.3432
2023-08-03 2023-06-30 13F CATERPILLAR COM 149123101 7,070 75 1.07 1,740 8.69 1.1386
2023-05-04 2023-03-31 13F CATERPILLAR COM 149123101 6,995 0 0.00 1,601 -4.48 1.1180
2023-02-06 2022-12-31 13F CATERPILLAR COM 149123101 6,995 -125 -1.76 1,676 43.41 1.2192
2022-11-01 2022-09-30 13F CATERPILLAR COM 149123101 7,120 70 0.99 1,168 -7.30 0.9367
2022-07-18 2022-06-30 13F CATERPILLAR COM 149123101 7,050 0 0.00 1,260 -19.80 0.9514
2022-05-02 2022-03-31 13F CATERPILLAR COM 149123101 7,050 0 0.00 1,571 7.75 0.9856
2022-02-09 2021-12-31 13F CATERPILLAR COM 149123101 7,050 -440 -5.87 1,458 1.39 0.8685
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 7,490 1,760 30.72 1,438 15.32 0.9385
2021-08-03 2021-06-30 13F CATERPILLAR COM 149123101 5,730 -6,065 -51.42 1,247 -54.41 0.8540
2021-05-12 2021-03-31 13F CATERPILLAR COM 149123101 11,795 0 0.00 2,735 27.39 1.4981
2021-02-03 2020-12-31 13F CATERPILLAR COM 149123101 11,795 0 0.00 2,147 22.06 1.2534
2020-11-12 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 11,795 0 0.00 1,759 17.90 1.1354
2020-07-30 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 11,795 537 4.77 1,492 14.07 1.0337
2020-05-07 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 11,258 3,263 40.81 1,308 10.85 1.0744
2020-02-10 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 7,995 265 3.43 1,180 21.27 0.7906
2019-10-30 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 7,730 75 0.98 973 -6.71 0.6885
2019-07-31 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 7,655 -665 -7.99 1,043 -7.70 0.8508
2019-04-30 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 8,320 -502 -5.69 1,130 0.80 0.9090
2019-02-08 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 8,822 535 6.46 1,121 -11.31 0.9765
2018-11-05 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 8,287 -300 -3.49 1,264 -0.16 0.9624
2018-08-10 2018-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 8,587 -738 -7.91 1,266 -7.86 1.0352
2018-08-03 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 8,587 -738 1,266 1.0407
2018-05-17 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 9,325 9,325 1,374 1.2153
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.