Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionWright Investors Service Inc
Latest Disclosed Ownership9,758 shares
Latest Disclosed Value $ 6,913,153
Wright Investors Service Inc reports 10.21% decrease in ownership of CAT / Caterpillar Inc.

On April 29, 2026 - Wright Investors Service Inc filed a 13F-HR form disclosing ownership of 9,758 shares of Caterpillar Inc. (MX:CAT) valued at $6,913,153 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,868 shares of Caterpillar Inc.. This represents a change in shares of -10.21% 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)
2026-04-29 2026-03-31 13F CATERPILLAR COM 149123101 9,758 -1,110 -10.21 6,913 11.05 2.1759
2026-01-26 2025-12-31 13F CATERPILLAR COM 149123101 10,868 -1,215 -10.06 6,226 7.98 1.8691
2025-10-28 2025-09-30 13F CATERPILLAR COM 149123101 12,083 -1,902 -13.60 5,765 6.19 1.6693
2025-07-11 2025-06-30 13F CATERPILLAR COM 149123101 13,985 -2,046 -12.76 5,429 2.69 1.6388
2025-04-09 2025-03-31 13F CATERPILLAR COM 149123101 16,031 -1,542 -8.77 5,287 -17.05 1.7476
2025-01-13 2024-12-31 13F CATERPILLAR COM 149123101 17,573 3,454 24.46 6,375 15.43 2.0701
2024-10-04 2024-09-30 13F CATERPILLAR COM 149123101 14,119 -23 -0.16 5,522 17.24 1.4453
2024-07-26 2024-06-30 13F CATERPILLAR COM 149123101 14,142 133 0.95 4,711 -8.24 1.2407
2024-05-02 2024-03-31 13F CATERPILLAR COM 149123101 14,009 -126 -0.89 5,133 22.83 1.3012
2024-01-31 2023-12-31 13F CATERPILLAR COM 149123101 14,135 2,553 22.04 4,179 32.20 1.1772
2023-10-31 2023-09-30 13F CATERPILLAR COM 149123101 11,582 -64 -0.55 3,162 10.33 0.9170
2023-07-27 2023-06-30 13F CATERPILLAR COM 149123101 11,646 6,868 143.74 2,865 162.12 0.8078
2023-04-26 2023-03-31 13F CATERPILLAR COM 149123101 4,778 255 5.64 1,093 0.92 0.3108
2023-01-27 2022-12-31 13F CATERPILLAR COM 149123101 4,523 -301 -6.24 1,084 36.74 0.3106
2022-11-01 2022-09-30 13F CATERPILLAR COM 149123101 4,824 -10,528 -68.58 792 -71.14 0.2489
2022-08-02 2022-06-30 13F CATERPILLAR COM 149123101 15,352 2,572 20.13 2,744 -3.65 0.7839
2022-04-22 2022-03-31 13F CATERPILLAR COM 149123101 12,780 260 2.08 2,848 10.05 0.7078
2022-01-27 2021-12-31 13F CATERPILLAR COM 149123101 12,520 12,520 2,588 0.6545
2020-11-06 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 0 -2,165 -100.00 0 -100.00
2020-07-23 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 2,165 -3,011 -58.17 274 -54.41 0.1052
2020-04-30 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 5,176 1,252 31.91 601 3.80 0.2589
2020-01-28 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 3,924 -45 -1.13 579 15.57 0.1982
2019-11-01 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 3,969 -5,710 -58.99 501 -62.02 0.1799
2019-08-01 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 9,679 -1,908 -16.47 1,319 -15.99 0.5025
2019-04-24 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 11,587 -10,086 -46.54 1,570 -42.99 0.6344
2019-02-01 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 21,673 983 4.75 2,754 -12.71 1.1798
2018-10-25 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 20,690 1,067 5.44 3,155 18.52 1.1545
2018-08-02 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 19,623 -794 -3.89 2,662 -11.53 1.0576
2018-04-25 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 20,417 12,659 163.17 3,009 146.24 1.0347
2018-01-30 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 7,758 5,701 277.15 1,222 375.49 0.4090
2017-10-30 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 2,057 2,057 257 0.0935
2015-02-04 2014-12-31 13F CATERPILLAR INC DEL COM 149123101 0 -4,481 -100.00 0 -100.00
2014-10-14 2014-09-30 13F CATERPILLAR INC DEL COM 149123101 4,481 4,481 444 0.2192
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.