Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionMonument Capital Management
Latest Disclosed Ownership13,806 shares
Latest Disclosed Value $ 9,780,829
Monument Capital Management reports 4.24% decrease in ownership of CAT / Caterpillar Inc.

On April 15, 2026 - Monument Capital Management filed a 13F-HR form disclosing ownership of 13,806 shares of Caterpillar Inc. (MX:CAT) valued at $9,780,829 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 14,418 shares of Caterpillar Inc.. This represents a change in shares of -4.24% 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)
2026-04-15 2026-03-31 13F CATERPILLAR COM 149123101 13,806 -612 -4.24 9,781 18.42 2.4507
2026-01-26 2025-12-31 13F CATERPILLAR COM 149123101 14,418 -323 -2.19 8,260 17.43 2.0549
2025-10-14 2025-09-30 13F CATERPILLAR COM 149123101 14,741 -464 -3.05 7,034 19.16 1.7585
2025-07-24 2025-06-30 13F CATERPILLAR COM 149123101 15,205 128 0.85 5,903 18.70 1.5376
2025-04-25 2025-03-31 13F CATERPILLAR COM 149123101 15,077 153 1.03 4,972 -8.15 1.5288
2025-01-31 2024-12-31 13F CATERPILLAR COM 149123101 14,924 42 0.28 5,414 -6.99 1.4928
2024-10-15 2024-09-30 13F CATERPILLAR COM 149123101 14,882 106 0.72 5,821 18.24 1.6098
2024-07-22 2024-06-30 13F CATERPILLAR COM 149123101 14,776 -359 -2.37 4,922 -11.24 1.4480
2024-04-19 2024-03-31 13F CATERPILLAR COM 149123101 15,135 -539 -3.44 5,546 19.66 1.5983
2024-02-01 2023-12-31 13F CATERPILLAR COM 149123101 15,674 -37 -0.24 4,634 8.04 1.4914
2023-10-25 2023-09-30 13F CATERPILLAR COM 149123101 15,711 14 0.09 4,289 11.06 1.4395
2023-07-18 2023-06-30 13F CATERPILLAR COM 149123101 15,697 -2,398 -13.25 3,862 -6.71 1.2313
2023-04-21 2023-03-31 13F CATERPILLAR COM 149123101 18,095 -30 -0.17 4,141 -4.63 1.3859
2023-01-27 2022-12-31 13F CATERPILLAR COM 149123101 18,125 592 3.38 4,342 50.89 1.4847
2022-11-07 2022-09-30 13F CATERPILLAR COM 149123101 17,533 1,730 10.95 2,877 1.84 1.0789
2022-07-20 2022-06-30 13F CATERPILLAR COM 149123101 15,803 -88 -0.55 2,825 -20.22 1.0656
2022-04-14 2022-03-31 13F CATERPILLAR COM 149123101 15,891 370 2.38 3,541 10.35 1.1484
2022-01-18 2021-12-31 13F CATERPILLAR COM 149123101 15,521 -2,038 -11.61 3,209 -4.81 0.9958
2021-10-22 2021-09-30 13F CATERPILLAR COM 149123101 17,559 447 2.61 3,371 -9.48 1.1461
2021-07-27 2021-06-30 13F CATERPILLAR COM 149123101 17,112 379 2.26 3,724 -4.02 1.2892
2021-04-12 2021-03-31 13F CATERPILLAR COM 149123101 16,733 -1,089 -6.11 3,880 19.61 1.5556
2021-01-15 2020-12-31 13F CATERPILLAR COM 149123101 17,822 191 1.08 3,244 23.35 1.4991
2020-10-23 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 17,631 -903 -4.87 2,630 12.15 1.3869
2020-07-16 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 18,534 165 0.90 2,345 9.99 1.3794
2020-04-14 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 18,369 -9 -0.05 2,132 -21.44 1.5328
2020-01-14 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 18,378 85 0.46 2,714 17.44 1.3845
2019-10-21 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 18,293 -904 -4.71 2,311 -11.86 1.2538
2019-07-23 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 19,197 406 2.16 2,622 2.99 1.4133
2019-04-10 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 18,791 -147 -0.78 2,546 5.82 1.4487
2019-01-15 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 18,938 1,348 7.66 2,406 -10.29 1.5025
2018-11-13 2018-09-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 17,590 1,266 7.76 2,682 21.08 1.5070
2018-10-11 2018-09-30 13F CATERPILLAR COM 149123101 11,475 -4,849 1,750
2018-07-17 2018-06-30 13F CATERPILLAR COM 149123101 16,324 -383 -2.29 2,215 -7.82 1.5364
2018-04-17 2018-03-31 13F CATERPILLAR COM 149123101 16,707 -1,994 -10.66 2,403 -18.43 1.6435
2018-02-05 2017-12-31 13F CATERPILLAR COM 149123101 18,701 18,701 2,946 2.0784
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.