Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionTwin Capital Management Inc
Latest Disclosed Ownership9,468 shares
Latest Disclosed Value $ 6,707,699
Twin Capital Management Inc reports 8.29% increase in ownership of CAT / Caterpillar Inc.

On May 5, 2026 - Twin Capital Management Inc filed a 13F-HR form disclosing ownership of 9,468 shares of Caterpillar Inc. (MX:CAT) valued at $6,707,699 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 8,743 shares of Caterpillar Inc.. This represents a change in shares of 8.29% 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.

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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)
2026-05-05 2026-03-31 13F CATERPILLAR COM 149123101 9,468 725 8.29 6,708 33.93 0.8647
2026-02-06 2025-12-31 13F CATERPILLAR COM 149123101 8,743 -296 -3.27 5,009 16.14 0.6217
2025-11-05 2025-09-30 13F CATERPILLAR COM 149123101 9,039 -3,381 -27.22 4,313 -10.56 0.5431
2025-08-06 2025-06-30 13F CATERPILLAR COM 149123101 12,420 -3,218 -20.58 4,822 -6.52 0.5125
2025-05-05 2025-03-31 13F CATERPILLAR INC COM COM 149123101 15,638 -378 -2.36 5,157 -11.22 0.6017
2025-02-13 2024-12-31 13F CATERPILLAR INC COM COM 149123101 16,016 81 0.51 5,810 -6.79 0.6362
2024-11-12 2024-09-30 13F CATERPILLAR INC COM COM 149123101 15,935 -214 -1.33 6,232 15.86 0.7033
2024-08-14 2024-06-30 13F CATERPILLAR INC COM COM 149123101 16,149 228 1.43 5,379 -7.78 0.6340
2024-05-13 2024-03-31 13F CATERPILLAR INC COM COM 149123101 15,921 -664 -4.00 5,834 18.97 0.7231
2024-01-31 2023-12-31 13F CATERPILLAR INC COM COM 149123101 16,585 -302 -1.79 4,904 6.36 0.6425
2023-11-13 2023-09-30 13F CATERPILLAR INC COM COM 149123101 16,887 -238 -1.39 4,610 9.42 0.6622
2023-08-07 2023-06-30 13F CATERPILLAR INC COM COM 149123101 17,125 -526 -2.98 4,214 4.31 0.5494
2023-05-08 2023-03-31 13F CATERPILLAR INC COM COM 149123101 17,651 -2,391 -11.93 4,039 100,875.00 0.5519
2023-01-31 2022-12-31 13F CATERPILLAR INC COM COM 149123101 20,042 -529 -2.57 5 -99.88 0.6221
2022-10-21 2022-09-30 13F CATERPILLAR INC COM COM 149123101 20,571 -223 -1.07 3,375 -9.20 0.4561
2022-08-02 2022-06-30 13F CATERPILLAR INC COM COM 149123101 20,794 226 1.10 3,717 -18.90 0.4746
2022-05-06 2022-03-31 13F CATERPILLAR INC COM COM 149123101 20,568 3,080 17.61 4,583 26.78 0.4936
2022-02-07 2021-12-31 13F CATERPILLAR INC COM COM 149123101 17,488 -830 -4.53 3,615 2.79 0.3618
2021-10-29 2021-09-30 13F CATERPILLAR INC COM COM 149123101 18,318 -1,735 -8.65 3,517 -19.41 0.3603
2021-08-09 2021-06-30 13F CATERPILLAR INC COM COM 149123101 20,053 140 0.70 4,364 -5.48 0.4022
2021-05-06 2021-03-31 13F CATERPILLAR INC COM COM 149123101 19,913 -3,080 -13.40 4,617 10.32 0.4597
2021-02-11 2020-12-31 13F CATERPILLAR INC COM COM 149123101 22,993 -778 -3.27 4,185 18.05 0.3806
2020-11-05 2020-09-30 13F CATERPILLAR INC COM COM 149123101 23,771 -327 -1.36 3,545 16.31 0.3209
2020-08-04 2020-06-30 13F CATERPILLAR INC COM COM 149123101 24,098 -1,350 -5.30 3,048 3.22 0.2934
2020-04-29 2020-03-31 13F CATERPILLAR INC COM COM 149123101 25,448 -360 -1.39 2,953 -22.51 0.3203
2020-01-29 2019-12-31 13F CATERPILLAR INC COM COM 149123101 25,808 -8,730 -25.28 3,811 -12.63 0.3222
2019-10-28 2019-09-30 13F CATERPILLAR INC COM COM 149123101 34,538 -3,041 -8.09 4,362 -14.84 0.3157
2019-08-01 2019-06-30 13F CATERPILLAR INC COM COM 149123101 37,579 -17,241 -31.45 5,122 -31.04 0.3565
2019-05-03 2019-03-31 13F CATERPILLAR INC COM COM 149123101 54,820 385 0.71 7,428 7.39 0.3660
2019-02-04 2018-12-31 13F CATERPILLAR INC COM COM 149123101 54,435 3,175 6.19 6,917 -11.51 0.3898
2018-11-07 2018-09-30 13F CATERPILLAR INC COM COM 149123101 51,260 3,010 6.24 7,817 19.42 0.3591
2018-08-13 2018-06-30 13F CATERPILLAR INC COM COM 149123101 48,250 13,330 38.17 6,546 27.18 0.3287
2018-05-01 2018-03-31 13F CATERPILLAR COM 149123101 34,920 16,720 91.87 5,147 79.46 0.2657
2018-01-29 2017-12-31 13F CATERPILLAR COM 149123101 18,200 0 0.00 2,868 26.34 0.1408
2017-11-09 2017-09-30 13F CATERPILLAR COM 149123101 18,200 5,800 46.77 2,270 70.29 0.1191
2017-08-07 2017-06-30 13F CATERPILLAR COM 149123101 12,400 0 0.00 1,333 15.91 0.0786
2017-05-08 2017-03-31 13F CATERPILLAR COM 149123101 12,400 0 0.00 1,150 0.00 0.0712
2017-02-07 2016-12-31 13F CATERPILLAR COM 149123101 12,400 -5,420 -30.42 1,150 -27.31 0.0740
2016-11-14 2016-09-30 13F CATERPILLAR COM 149123101 17,820 -2,400 -11.87 1,582 3.20 0.1059
2016-08-08 2016-06-30 13F CATERPILLAR COM 149123101 20,220 -23,000 -53.22 1,533 -53.66 0.1151
2016-05-11 2016-03-31 13F CATERPILLAR COM 149123101 43,220 -24,750 -36.41 3,308 -28.38 0.2563
2016-02-09 2015-12-31 13F CATERPILLAR COM 149123101 67,970 3,900 6.09 4,619 10.29 0.3787
2015-11-12 2015-09-30 13F CATERPILLAR INC COM COM 149123101 64,070 4,460 7.48 4,188 -17.17 0.3971
2015-07-30 2015-06-30 13F CATERPILLAR INC COM COM 149123101 59,610 2,290 4.00 5,056 10.22 0.4530
2015-05-12 2015-03-31 13F CATERPILLAR INC COM COM 149123101 57,320 8,030 16.29 4,587 1.66 0.4020
2015-02-09 2014-12-31 13F CATERPILLAR INC COM COM 149123101 49,290 4,050 8.95 4,512 0.71 0.4306
2014-11-10 2014-09-30 13F CATERPILLAR INC COM COM 149123101 45,240 4,680 11.54 4,480 1.63 0.4539
2014-07-29 2014-06-30 13F CATERPILLAR INC COM COM 149123101 40,560 40,560 -10.34 4,408 126.98 0.4433
2014-05-13 2014-03-31 13F CATERPILLAR INC COM COM 149123101 0 -12,570 -100.00 1,942 70.20 0.2048
2014-02-07 2013-12-31 13F CATERPILLAR INC COM COM 149123101 12,570 0 0.00 1,141 8.87 0.1221
2013-11-06 2013-09-30 13F CATERPILLAR INC COM COM 149123101 12,570 12,570 0.00 1,048 1.06 0.1120
2013-08-12 2013-06-30 13F CATERPILLAR INC COM COM 149123101 0 0 1,037 0.1102
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.