Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionStaley Capital Advisers Inc
Latest Disclosed Ownership6,800 shares
Latest Disclosed Value $ 4,817,528
Staley Capital Advisers Inc ownership in CAT / Caterpillar Inc.

On April 29, 2026 - Staley Capital Advisers Inc filed a 13F-HR form disclosing ownership of 6,800 shares of Caterpillar Inc. (MX:CAT) valued at $4,817,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,800 shares of Caterpillar Inc.. This represents a change in shares of 0.00% 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)
2026-04-29 2026-03-31 13F CATERPILLAR COM 149123101 6,800 0 0.00 4,818 23.67 0.2039
2026-02-05 2025-12-31 13F CATERPILLAR COM 149123101 6,800 0 0.00 3,896 20.07 0.1606
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 6,800 0 0.00 3,245 22.93 0.1333
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 6,800 0 0.00 2,640 17.71 0.1123
2025-05-12 2025-03-31 13F CATERPILLAR COM 149123101 6,800 0 0.00 2,243 -9.08 0.1015
2025-02-07 2024-12-31 13F CATERPILLAR COM 149123101 6,800 0 0.00 2,467 -7.26 0.1095
2024-11-08 2024-09-30 13F CATERPILLAR COM 149123101 6,800 0 0.00 2,660 17.40 0.1189
2024-08-13 2024-06-30 13F CATERPILLAR COM 149123101 6,800 -14 -0.21 2,265 -9.25 0.1042
2024-05-06 2024-03-31 13F CATERPILLAR COM 149123101 6,814 0 0.00 2,497 23.93 0.1165
2024-02-12 2023-12-31 13F CATERPILLAR COM 149123101 6,814 0 0.00 2,015 8.28 0.1003
2023-11-14 2023-09-30 13F CATERPILLAR COM 149123101 6,814 14 0.21 1,860 11.18 0.1025
2023-08-15 2023-06-30 13F CATERPILLAR COM 149123101 6,800 0 0.00 1,673 167,200.00 0.0901
2023-05-10 2023-03-31 13F CATERPILLAR COM 149123101 6,800 0 0.00 2 0.00 0.0870
2023-02-14 2022-12-31 13F CATERPILLAR COM 149123101 6,800 0 0.00 2 -99.91 0.0973
2022-11-14 2022-09-30 13F/A-1 CATERPILLAR COM 149123101 6,800 0 0.00 1,116 -8.22 0.0713
2022-11-10 2022-09-30 13F CATERPILLAR COM 149123101 6,800 0 1,116 0.0725
2022-08-05 2022-06-30 13F CATERPILLAR COM 149123101 6,800 0 0.00 1,216 -19.74 0.0719
2022-05-12 2022-03-31 13F CATERPILLAR COM 149123101 6,800 0 0.00 1,515 7.75 0.0765
2022-02-08 2021-12-31 13F CATERPILLAR COM 149123101 6,800 0 0.00 1,406 7.74 0.0672
2021-11-05 2021-09-30 13F CATERPILLAR COM 149123101 6,800 0 0.00 1,305 -11.82 0.0700
2021-08-10 2021-06-30 13F/A-1 CATERPILLAR COM 149123101 6,800 0 0.00 1,480 -6.15 0.0774
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 6,800 0 1,480 0.0774
2021-05-06 2021-03-31 13F CATERPILLAR COM 149123101 6,800 0 0.00 1,577 27.38 0.0876
2021-02-08 2020-12-31 13F CATERPILLAR COM 149123101 6,800 0 0.00 1,238 22.09 0.0757
2020-11-13 2020-09-30 13F CATERPILLAR COM 149123101 6,800 -2,000 -22.73 1,014 -8.89 0.0703
2020-08-18 2020-06-30 13F/A-1 CATERPILLAR COM 149123101 8,800 -2,000 -18.52 1,113 -11.17 0.0808
2020-08-07 2020-06-30 13F CATERPILLAR COM 149123101 8,800 -2,000 1,113 80,843.9733
2020-05-08 2020-03-31 13F CATERPILLAR COM 149123101 10,800 0 0.00 1,253 -21.44 0.1053
2020-02-04 2019-12-31 13F CATERPILLAR COM 149123101 10,800 0 0.00 1,595 16.94 0.1081
2019-11-08 2019-09-30 13F CATERPILLAR COM 149123101 10,800 0 0.00 1,364 -7.34 0.1023
2019-08-09 2019-06-30 13F CATERPILLAR COM 149123101 10,800 0 0.00 1,472 0.62 0.1097
2019-05-10 2019-03-31 13F CATERPILLAR COM 149123101 10,800 -1,000 -8.47 1,463 -2.40 0.1082
2019-02-05 2018-12-31 13F CATERPILLAR COM 149123101 11,800 0 0.00 1,499 -16.68 0.1213
2018-11-09 2018-09-30 13F CATERPILLAR COM 149123101 11,800 0 0.00 1,799 12.37 0.1257
2018-08-08 2018-06-30 13F CATERPILLAR COM 149123101 11,800 0 0.00 1,601 -7.94 0.1230
2018-05-09 2018-03-31 13F CATERPILLAR COM 149123101 11,800 0 0.00 1,739 -6.46 0.1365
2018-02-12 2017-12-31 13F CATERPILLAR COM 149123101 11,800 0 0.00 1,859 26.29 0.1442
2017-11-09 2017-09-30 13F CATERPILLAR COM 149123101 11,800 0 0.00 1,472 16.09 0.1202
2017-08-14 2017-06-30 13F CATERPILLAR COM 149123101 11,800 0 0.00 1,268 15.80 0.1081
2017-05-04 2017-03-31 13F CATERPILLAR COM 149123101 11,800 0 0.00 1,095 0.09 0.0979
2017-01-30 2016-12-31 13F CATERPILLAR COM 149123101 11,800 -1,700 -12.59 1,094 -8.68 0.1050
2016-11-02 2016-09-30 13F CATERPILLAR COM 149123101 13,500 0 0.00 1,198 17.11 0.1196
2016-08-04 2016-06-30 13F CATERPILLAR COM 149123101 13,500 0 0.00 1,023 -0.97 0.1071
2016-05-03 2016-03-31 13F CATERPILLAR COM 149123101 13,500 0 0.00 1,033 12.65 0.1117
2016-02-05 2015-12-31 13F CATERPILLAR COM 149123101 13,500 800 6.30 917 10.48 0.1058
2015-11-05 2015-09-30 13F CATERPILLAR COM 149123101 12,700 9,664 318.31 830 221.71 0.1010
2015-08-11 2015-06-30 13F CATERPILLAR COM 149123101 3,036 -150 -4.71 258 1.18 0.0287
2015-05-11 2015-03-31 13F CATERPILLAR COM 149123101 3,186 0 0.00 255 -12.67 0.0294
2015-02-09 2014-12-31 13F CATERPILLAR COM 149123101 3,186 -64 -1.97 292 -9.32 0.0339
2014-11-12 2014-09-30 13F CATERPILLAR COM 149123101 3,250 150 4.84 322 -4.45 0.0384
2014-08-12 2014-06-30 13F CATERPILLAR COM 149123101 3,100 0 0.00 337 9.42 0.0403
2014-05-07 2014-03-31 13F CATERPILLAR COM 149123101 3,100 0 0.00 308 9.22 0.0391
2014-02-05 2013-12-31 13F CATERPILLAR COM 149123101 3,100 0 0.00 282 8.88 0.0384
2013-11-12 2013-09-30 13F CATERPILLAR COM 149123101 3,100 3,100 259 0.0394
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.