Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership9,494 shares
Latest Disclosed Value $ 6,726,415
River Wealth Advisors LLC reports 23.91% increase in ownership of CAT / Caterpillar Inc.

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 9,494 shares of Caterpillar Inc. (MX:CAT) valued at $6,726,415 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,662 shares of Caterpillar Inc.. This represents a change in shares of 23.91% 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)
2026-05-13 2026-03-31 13F CATERPILLAR COM 149123101 9,494 1,832 23.91 6,726 53.25 0.7725
2026-02-13 2025-12-31 13F CATERPILLAR COM 149123101 7,662 1,430 22.95 4,390 47.63 0.4922
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 6,232 0 0.00 2,974 22.90 0.3477
2025-08-13 2025-06-30 13F CATERPILLAR COM 149123101 6,232 145 2.38 2,419 20.53 0.3007
2025-05-14 2025-03-31 13F CATERPILLAR COM 149123101 6,087 -166 -2.65 2,007 -11.51 0.2790
2025-02-13 2024-12-31 13F CATERPILLAR COM 149123101 6,253 -50 -0.79 2,268 -7.99 0.3007
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 6,303 -98 -1.53 2,465 15.62 0.3286
2024-08-13 2024-06-30 13F CATERPILLAR COM 149123101 6,401 173 2.78 2,132 -6.57 0.3058
2024-05-14 2024-03-31 13F CATERPILLAR COM 149123101 6,228 471 8.18 2,282 34.08 0.3317
2024-02-13 2023-12-31 13F CATERPILLAR COM 149123101 5,757 -284 -4.70 1,702 3.21 0.2718
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 6,041 -40 -0.66 1,649 10.23 0.2950
2023-08-09 2023-06-30 13F CATERPILLAR COM 149123101 6,081 -100 -1.62 1,496 5.80 0.2539
2023-05-11 2023-03-31 13F CATERPILLAR COM 149123101 6,181 -117 -1.86 1,414 -6.23 0.2574
2023-02-10 2022-12-31 13F CATERPILLAR COM 149123101 6,298 -199 -3.06 1,509 41.46 0.2906
2022-11-14 2022-09-30 13F CATERPILLAR COM 149123101 6,497 -141 -2.12 1,066 -10.19 0.2298
2022-08-10 2022-06-30 13F CATERPILLAR COM 149123101 6,638 1,736 35.41 1,187 8.70 0.2187
2022-05-09 2022-03-31 13F CATERPILLAR COM 149123101 4,902 200 4.25 1,092 12.35 0.1744
2022-02-11 2021-12-31 13F CATERPILLAR COM 149123101 4,702 3 0.06 972 7.76 0.1507
2021-11-12 2021-09-30 13F CATERPILLAR COM 149123101 4,699 -34 -0.72 902 -12.43 0.1545
2021-08-06 2021-06-30 13F CATERPILLAR COM 149123101 4,733 -200 -4.05 1,030 -9.97 0.1802
2021-05-11 2021-03-31 13F CATERPILLAR COM 149123101 4,933 -24 -0.48 1,144 26.83 0.2147
2021-02-16 2020-12-31 13F CATERPILLAR COM 149123101 4,957 -85 -1.69 902 19.95 0.1950
2020-11-10 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 5,042 -4 -0.08 752 17.87 0.1962
2020-08-11 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 5,046 -3 -0.06 638 8.87 0.1938
2020-05-05 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 5,049 -18 -0.36 586 -21.66 0.2341
2020-02-07 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 5,067 -100 -1.94 748 14.55 0.2529
2019-10-29 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 5,167 78 1.53 653 -5.91 0.2467
2019-07-30 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 5,089 122 2.46 694 3.12 0.2708
2019-05-07 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 4,967 130 2.69 673 9.43 0.2818
2019-01-25 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 4,837 35 0.73 615 -15.98 0.2734
2018-11-09 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 4,802 -310 -6.06 732 5.48 0.2698
2018-08-13 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 5,112 -180 -3.40 694 -11.03 0.2699
2018-05-02 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 5,292 1,550 41.42 780 32.20 0.3289
2018-02-09 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 3,742 -100 -2.60 590 23.17 0.2453
2017-11-06 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 3,842 -185 -4.59 479 10.62 0.2167
2017-07-28 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 4,027 220 5.78 433 22.66 0.2015
2017-05-12 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 3,807 -1,172 -23.54 353 -23.59 0.1713
2017-02-17 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 4,979 -315 -5.95 462 -1.70 0.2338
2016-11-02 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 5,294 -555 -9.49 470 6.09 0.2598
2016-08-05 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 5,849 -415 -6.63 443 -7.52 0.2543
2016-04-27 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 6,264 -458 -6.81 479 4.81 0.2862
2016-01-19 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 6,722 -580 -7.94 457 -4.19 0.2895
2015-10-26 2015-09-30 13F CATERPILLAR INC DEL COM 149123101 7,302 -260 -3.44 477 -25.59 0.3275
2015-07-13 2015-06-30 13F CATERPILLAR INC DEL COM 149123101 7,562 -432 -5.40 641 0.16 0.4074
2015-05-15 2015-03-31 13F CATERPILLAR INC DEL COM 149123101 7,994 7,994 640 0.3961
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.