Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership15,800 shares
Latest Disclosed Value $ 11,193,458
Wealthcare Advisory Partners LLC reports 1.29% decrease in ownership of CAT / Caterpillar Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 15,800 shares of Caterpillar Inc. (MX:CAT) valued at $11,193,458 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 16,007 shares of Caterpillar Inc.. This represents a change in shares of -1.29% 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)
2026-04-14 2026-03-31 13F CATERPILLAR COM 149123101 15,800 -207 -1.29 11,193 22.06 0.2177
2026-01-14 2025-12-31 13F CATERPILLAR COM 149123101 16,007 734 4.81 9,170 25.84 0.1801
2025-11-07 2025-09-30 13F CATERPILLAR COM 149123101 15,273 -25 -0.16 7,288 22.72 0.1518
2025-07-22 2025-06-30 13F CATERPILLAR COM 149123101 15,298 713 4.89 5,939 23.45 0.1355
2025-04-15 2025-03-31 13F CATERPILLAR COM 149123101 14,585 -245 -1.65 4,810 -10.58 0.1290
2025-01-15 2024-12-31 13F CATERPILLAR COM 149123101 14,830 214 1.46 5,380 -5.90 0.1494
2024-11-04 2024-09-30 13F CATERPILLAR COM 149123101 14,616 685 4.92 5,717 23.19 0.1629
2024-08-12 2024-06-30 13F CATERPILLAR COM 149123101 13,931 1,075 8.36 4,640 -1.49 0.1450
2024-04-15 2024-03-31 13F CATERPILLAR COM 149123101 12,856 2,440 23.43 4,711 52.97 0.1545
2024-02-06 2023-12-31 13F CATERPILLAR COM 149123101 10,416 1,515 17.02 3,080 26.76 0.1225
2023-10-12 2023-09-30 13F CATERPILLAR COM 149123101 8,901 215 2.48 2,430 13.66 0.1116
2023-07-17 2023-06-30 13F CATERPILLAR COM 149123101 8,686 -497 -5.41 2,137 1.71 0.0956
2023-05-04 2023-03-31 13F CATERPILLAR COM 149123101 9,183 140 1.55 2,101 -3.00 0.0903
2023-02-13 2022-12-31 13F CATERPILLAR COMMON 149123101 9,043 154 1.73 2,166 48.46 0.1035
2022-11-14 2022-09-30 13F CATERPILLAR COMMON 149123101 8,889 296 3.44 1,459 -5.01 0.0832
2022-08-15 2022-06-30 13F CATERPILLAR COMMON 149123101 8,593 110 1.30 1,536 -18.73 0.0929
2022-04-15 2022-03-31 13F CATERPILLAR COMMON 149123101 8,483 653 8.34 1,890 16.74 0.1148
2022-02-11 2021-12-31 13F CATERPILLAR COMMON 149123101 7,830 169 2.21 1,619 10.06 0.0968
2021-11-15 2021-09-30 13F CATERPILLAR Equity 149123101 7,661 484 6.74 1,471 -5.83 0.0962
2021-08-16 2021-06-30 13F CATERPILLAR COMMON 149123101 7,177 39 0.55 1,562 -5.62 0.1045
2021-04-30 2021-03-31 13F CATERPILLAR COMMON 149123101 7,138 405 6.02 1,655 34.99 0.1199
2021-02-12 2020-12-31 13F CATERPILLAR COMMON 149123101 6,733 427 6.77 1,226 30.29 0.1089
2020-10-29 2020-09-30 13F CATERPILLAR COMMON 149123101 6,306 -159 -2.46 941 15.04 0.1032
2020-07-29 2020-06-30 13F CATERPILLAR COMMON 149123101 6,465 -272 -4.04 818 4.60 0.1020
2020-04-29 2020-03-31 13F CATERPILLAR COMMON 149123101 6,737 -85 -1.25 782 -22.34 0.1146
2020-01-29 2019-12-31 13F CATERPILLAR COMMON 149123101 6,822 9 0.13 1,007 16.96 0.1280
2019-10-16 2019-09-30 13F CATERPILLAR COMMON 149123101 6,813 124 1.85 861 -5.59 0.1249
2019-07-30 2019-06-30 13F CATERPILLAR COMMON 149123101 6,689 -6 -0.09 912 0.55 0.1445
2019-05-13 2019-03-31 13F CATERPILLAR COMMON 149123101 6,695 243 3.77 907 10.61 0.1547
2019-02-14 2018-12-31 13F CATERPILLAR COMMON 149123101 6,452 142 2.25 820 -14.76 0.1591
2018-11-14 2018-09-30 13F CATERPILLAR COMMON 149123101 6,310 -23 -0.36 962 11.99 0.1766
2018-08-13 2018-06-30 13F CATERPILLAR COMMON 149123101 6,333 725 12.93 859 3.87 0.1684
2018-05-14 2018-03-31 13F CATERPILLAR COMMON 149123101 5,608 491 9.60 827 2.61 0.1869
2018-02-14 2017-12-31 13F CATERPILLAR COMMON 149123101 5,117 212 4.32 806 31.70 0.2073
2017-11-15 2017-09-30 13F CATERPILLAR COMMON 149123101 4,905 4,905 612 0.1818
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.