Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionRegions Financial Corp
Latest Disclosed Ownership67,529 shares
Latest Disclosed Value $ 47,841,596
Regions Financial Corp reports 0.29% increase in ownership of CAT / Caterpillar Inc.

On May 5, 2026 - Regions Financial Corp filed a 13F-HR form disclosing ownership of 67,529 shares of Caterpillar Inc. (MX:CAT) valued at $47,841,596 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 67,334 shares of Caterpillar Inc.. This represents a change in shares of 0.29% 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)
2026-05-05 2026-03-31 13F CATERPILLAR COM 149123101 67,529 195 0.29 47,842 24.03 0.3106
2026-01-27 2025-12-31 13F CATERPILLAR COM 149123101 67,334 -9,231 -12.06 38,574 5.59 0.2469
2025-11-19 2025-09-30 13F/A-1 CATERPILLAR COM 149123101 76,565 -1,975 -2.51 36,533 19.82 0.2379
2025-11-19 2025-09-30 13F CATERPILLAR COM 149123101 76,565 -1,975 36,533 0.2351
2025-07-29 2025-06-30 13F CATERPILLAR COM 149123101 78,540 -1,265 -1.59 30,490 15.85 0.2100
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 79,805 -2,229 -2.72 26,320 -11.56 0.1961
2025-02-14 2024-12-31 13F Caterpillar COM 149123101 82,034 -5,202 -5.96 29,759 -12.78 0.2186
2024-11-14 2024-09-30 13F Caterpillar COM 149123101 87,236 -2,447 -2.73 34,120 14.21 0.2455
2024-07-31 2024-06-30 13F Caterpillar COM 149123101 89,683 -3,243 -3.49 29,873 -12.27 0.2271
2024-04-23 2024-03-31 13F Caterpillar COM 149123101 92,926 352 0.38 34,051 24.40 0.2584
2024-02-06 2023-12-31 13F Caterpillar COM 149123101 92,574 -2,803 -2.94 27,371 5.12 0.2255
2023-11-01 2023-09-30 13F Caterpillar COM 149123101 95,377 216 0.23 26,038 11.20 0.2342
2023-08-09 2023-06-30 13F Caterpillar COM 149123101 95,161 2,741 2.97 23,414 111,395.24 0.2023
2023-05-12 2023-03-31 13F Caterpillar COM 149123101 92,420 944 1.03 21 0.00 0.1898
2023-02-06 2022-12-31 13F Caterpillar COM 149123101 91,476 -4,292 -4.48 22 -99.87 0.2014
2022-11-03 2022-09-30 13F Caterpillar COM 149123101 95,768 1,023 1.08 15,713 -7.23 0.1584
2022-07-25 2022-06-30 13F Caterpillar COM 149123101 94,745 -23 -0.02 16,937 -19.79 0.1611
2022-04-25 2022-03-31 13F Caterpillar COM 149123101 94,768 -25 -0.03 21,117 7.75 0.1704
2022-01-31 2021-12-31 13F Caterpillar COM 149123101 94,793 -984 -1.03 19,598 6.59 0.1528
2021-11-04 2021-09-30 13F Caterpillar COM 149123101 95,777 -1,299 -1.34 18,386 -12.97 0.1589
2021-07-27 2021-06-30 13F Caterpillar COM 149123101 97,076 985 1.03 21,127 -5.18 0.1826
2021-06-02 2021-03-31 13F Caterpillar COM 149123101 96,091 -360 -0.37 22,281 26.91 0.2018
2021-02-05 2020-12-31 13F Caterpillar COM 149123101 96,451 -747 -0.77 17,556 21.10 0.1692
2020-10-15 2020-09-30 13F Caterpillar COM 149123101 97,198 -1,344 -1.36 14,497 16.30 0.1581
2020-07-27 2020-06-30 13F Caterpillar COM 149123101 98,542 -687 -0.69 12,465 8.25 0.1451
2020-04-29 2020-03-31 13F Caterpillar COM 149123101 99,229 15,406 18.38 11,515 -6.98 0.1532
2020-02-03 2019-12-31 13F Caterpillar COM 149123101 83,823 -2,218 -2.58 12,379 13.90 0.1299
2019-10-24 2019-09-30 13F Caterpillar COM 149123101 86,041 -1,932 -2.20 10,868 -9.36 0.1207
2019-07-19 2019-06-30 13F Caterpillar COM 149123101 87,973 -1,132 -1.27 11,990 -0.69 0.1353
2019-04-19 2019-03-31 13F Caterpillar COM 149123101 89,105 -2,789 -3.04 12,073 3.39 0.1390
2019-01-28 2018-12-31 13F Caterpillar COM 149123101 91,894 -494 -0.53 11,677 -17.11 0.1459
2018-10-22 2018-09-30 13F Caterpillar COM 149123101 92,388 -1,330 -1.42 14,088 10.80 0.1519
2018-07-26 2018-06-30 13F Caterpillar COM 149123101 93,718 -1,739 -1.82 12,715 -9.62 0.1436
2018-04-18 2018-03-31 13F Caterpillar COM 149123101 95,457 -2,291 -2.34 14,068 -8.67 0.1579
2018-01-18 2017-12-31 13F Caterpillar COM 149123101 97,748 -7,245 -6.90 15,403 17.63 0.1666
2017-10-23 2017-09-30 13F CATERPILLAR COMMON STOCK 149123101 104,993 -1,789 -1.68 13,094 14.11 0.1487
2017-07-31 2017-06-30 13F CATERPILLAR COMMON STOCK 149123101 106,782 422 0.40 11,475 16.31 0.1347
2017-05-02 2017-03-31 13F CATERPILLAR COMMON STOCK 149123101 106,360 -18,049 -14.51 9,866 -14.49 0.1168
2017-02-03 2016-12-31 13F CATERPILLAR COMMON STOCK 149123101 124,409 -2,701 -2.12 11,538 2.26 0.1413
2016-10-28 2016-09-30 13F CATERPILLAR COMMON STOCK 149123101 127,110 -7,524 -5.59 11,283 10.54 0.1454
2016-07-26 2016-06-30 13F CATERPILLAR COMMON STOCK 149123101 134,634 -2,920 -2.12 10,207 -3.05 0.1323
2016-05-02 2016-03-31 13F CATERPILLAR COMMON STOCK 149123101 137,554 -3,571 -2.53 10,528 9.77 0.1396
2016-01-29 2015-12-31 13F CATERPILLAR COMMON STOCK 149123101 141,125 -2,449 -1.71 9,591 2.21 0.1287
2015-10-20 2015-09-30 13F CATERPILLAR COMMON STOCK 149123101 143,574 -6,746 -4.49 9,384 -26.40 0.1337
2015-07-14 2015-06-30 13F CATERPILLAR COMMON STOCK 149123101 150,320 -8,370 -5.27 12,750 0.40 0.1693
2015-04-23 2015-03-31 13F CATERPILLAR COMMON STOCK 149123101 158,690 -8,919 -5.32 12,699 -17.23 0.1632
2015-01-21 2014-12-31 13F CATERPILLAR COMMON STOCK 149123101 167,609 -2,120 -1.25 15,342 -8.72 0.1989
2014-10-27 2014-09-30 13F CATERPILLAR COMMON STOCK 149123101 169,729 -14,032 -7.64 16,808 -15.83 0.2097
2014-07-23 2014-06-30 13F CATERPILLAR COMMON STOCK 149123101 183,761 -10,349 -5.33 19,969 3.53 0.2446
2014-04-17 2014-03-31 13F CATERPILLAR COMMON STOCK 149123101 194,110 -11,682 -5.68 19,289 3.22 0.2447
2014-01-27 2013-12-31 13F CATERPILLAR COMMON STOCK 149123101 205,792 -1,874 -0.90 18,688 7.90 0.2309
2013-10-18 2013-09-30 13F CATERPILLAR COMMON STOCK 149123101 207,666 -15,459 -6.93 17,319 -5.90 0.2289
2013-08-02 2013-06-30 13F CATERPILLAR COM 149123101 223,125 223,125 18,405 0.2510
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.