Caterpillar Inc.
AT ˙ WBAG ˙ US1491231015
€ 798,40 ↓ -5,80 (-0,72%)
2026-06-05
AKTIENPREIS
SecurityAT:CAT / Caterpillar Inc.
InstitutionFirst Interstate Bank
Latest Disclosed Ownership2,790 shares
Latest Disclosed Value $ 1,976,603
First Interstate Bank reports 8.82% decrease in ownership of CAT / Caterpillar Inc.

On April 29, 2026 - First Interstate Bank filed a 13F-HR form disclosing ownership of 2,790 shares of Caterpillar Inc. (AT:CAT) valued at $1,665,630 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,060 shares of Caterpillar Inc.. This represents a change in shares of -8.82% during the quarter. The current value of the position is $2,227,536 USD.

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 2,790 -270 -8.82 1,977 12.79 0.1057
2026-01-29 2025-12-31 13F CATERPILLAR COM 149123101 3,060 0 0.00 1,753 20.00 0.0941
2025-10-29 2025-09-30 13F CATERPILLAR COM 149123101 3,060 2,100 218.75 1,460 292.47 0.0806
2025-07-30 2025-06-30 13F CATERPILLAR COM 149123101 960 0 0.00 373 17.72 0.0219
2025-04-30 2025-03-31 13F CATERPILLAR COM 149123101 960 0 0.00 317 -9.20 0.0189
2025-02-04 2024-12-31 13F Caterpillar COM 149123101 960 -9 -0.93 348 -7.94 0.0211
2024-10-29 2024-09-30 13F Caterpillar COM 149123101 969 -191 -16.47 379 -2.07 0.0230
2024-08-07 2024-06-30 13F Caterpillar COM 149123101 1,160 492 73.65 386 58.20 0.0257
2024-05-01 2024-03-31 13F Caterpillar COM 149123101 668 -78 -10.46 245 10.91 0.0170
2024-01-30 2023-12-31 13F Caterpillar COM 149123101 746 -168 -18.38 221 -11.65 0.0163
2023-10-31 2023-09-30 13F Caterpillar COM 149123101 914 914 250 0.0215
2023-08-01 2023-06-30 13F Caterpillar COM 149123101 0 -932 -100.00 0 -100.00
2023-05-02 2023-03-31 13F Caterpillar COM 149123101 932 -94 -9.16 213 0.0163
2023-01-30 2022-12-31 13F Caterpillar COM 149123101 1,026 -464 -31.14 0 -100.00 0.0181
2022-10-25 2022-09-30 13F Caterpillar COM 149123101 1,490 1,490 244 0.0197
2020-08-05 2020-06-30 13F Caterpillar COM 149123101 0 -1,947 -100.00 0 -100.00
2020-05-11 2020-03-31 13F Caterpillar COM 149123101 1,947 500 34.55 226 5.61 0.0566
2020-02-06 2019-12-31 13F Caterpillar COM 149123101 1,447 0 0.00 214 17.58 0.0478
2019-10-30 2019-09-30 13F Caterpillar COM 149123101 1,447 -124 -7.89 182 -14.95 0.0421
2019-08-05 2019-06-30 13F Caterpillar COM 149123101 1,571 -98 -5.87 214 -5.31 0.0475
2019-05-02 2019-03-31 13F Caterpillar COM 149123101 1,669 -204 -10.89 226 -5.04 0.0504
2019-01-30 2018-12-31 13F Caterpillar COM 149123101 1,873 -264 -12.35 238 -26.99 0.0588
2018-11-07 2018-09-30 13F Caterpillar COM 149123101 2,137 376 21.35 326 36.40 0.0687
2018-07-26 2018-06-30 13F Caterpillar COM 149123101 1,761 0 0.00 239 -8.08 0.0529
2018-04-25 2018-03-31 13F Caterpillar COM 149123101 1,761 -48 -2.65 260 -8.77 0.0587
2018-02-13 2017-12-31 13F Caterpillar COM 149123101 1,809 0 0.00 285 26.67 0.0605
2017-11-08 2017-09-30 13F Caterpillar COM 149123101 1,809 66 3.79 225 20.32 0.0484
2017-08-07 2017-06-30 13F Caterpillar COM 149123101 1,743 -895 -33.93 187 -23.67 0.0387
2017-05-11 2017-03-31 13F Caterpillar COM 149123101 2,638 615 30.40 245 30.32 0.0506
2017-01-31 2016-12-31 13F Caterpillar COM 149123101 2,023 859 73.80 188 82.52 0.0370
2016-11-10 2016-09-30 13F Caterpillar COM 149123101 1,164 -53 -4.35 103 11.96 0.0211
2016-08-09 2016-06-30 13F Caterpillar COM 149123101 1,217 20 1.67 92 0.00 0.0192
2016-05-11 2016-03-31 13F Caterpillar COM 149123101 1,197 -125 -9.46 92 2.22 0.0193
2016-02-02 2015-12-31 13F Caterpillar COM 149123101 1,322 0 0.00 90 4.65 0.0187
2015-11-10 2015-09-30 13F Caterpillar Common Stock 149123101 1,322 1,322 0.00 86 0.0183
2015-07-14 2015-06-30 13F Caterpillar Com 149123101 0 -34,258 -100.00 0 -100.00
2015-04-13 2015-03-31 13F Caterpillar Com 149123101 34,258 -2,029 -5.59 2,741 -17.46 0.4249
2015-01-09 2014-12-31 13F Caterpillar Com 149123101 36,287 363 1.01 3,321 -6.63 0.5470
2014-10-07 2014-09-30 13F Caterpillar Com 149123101 35,924 -27,874 -43.69 3,557 -48.69 0.7620
2014-07-14 2014-06-30 13F Caterpillar Com 149123101 63,798 -1,961 -2.98 6,933 6.09 1.4274
2014-04-11 2014-03-31 13F Caterpillar Com 149123101 65,759 -96 -0.15 6,535 9.26 1.4350
2014-01-10 2013-12-31 13F Caterpillar Com 149123101 65,855 -2,789 -4.06 5,981 4.47 1.4581
2013-10-11 2013-09-30 13F Caterpillar Com 149123101 68,644 -397 -0.58 5,725 0.53 1.5414
2013-07-31 2013-06-30 13F Caterpillar Com 149123101 69,041 69,041 5,695 1.7805
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.