Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionFirst Citizens Financial Corp
Latest Disclosed Ownership3,667 shares
Latest Disclosed Value $ 2,597,923
First Citizens Financial Corp reports 0.05% decrease in ownership of CAT / Caterpillar Inc.

On April 7, 2026 - First Citizens Financial Corp filed a 13F-HR form disclosing ownership of 3,667 shares of Caterpillar Inc. (MX:CAT) valued at $2,597,923 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 3,669 shares of Caterpillar Inc.. This represents a change in shares of -0.05% 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)
2026-04-07 2026-03-31 13F CATERPILLAR INC STOCK Common Stock 149123101 3,667 -2 -0.05 2,598 23.61 1.2265
2026-01-06 2025-12-31 13F CATERPILLAR INC STOCK Common Stock 149123101 3,669 -1 -0.03 2,102 19.99 1.0383
2025-10-03 2025-09-30 13F CATERPILLAR INC STOCK Common Stock 149123101 3,670 9 0.25 1,751 23.22 0.8656
2025-07-07 2025-06-30 13F CATERPILLAR INC STOCK Common Stock 149123101 3,661 0 0.00 1,421 17.73 0.7819
2025-04-03 2025-03-31 13F CATERPILLAR INC STOCK Common Stock 149123101 3,661 -40 -1.08 1,207 -10.06 0.6830
2025-01-03 2024-12-31 13F CATERPILLAR INC STOCK Common Stock 149123101 3,701 -58 -1.54 1,343 -8.71 0.7289
2024-10-03 2024-09-30 13F CATERPILLAR INC STOCK Common Stock 149123101 3,759 -31 -0.82 1,470 16.48 0.7777
2024-07-17 2024-06-30 13F CATERPILLAR INC STOCK Common Stock 149123101 3,790 -8 -0.21 1,262 -9.27 0.7471
2024-05-31 2024-03-31 13F CATERPILLAR INC STOCK Common Stock 149123101 3,798 3 0.08 1,392 23.98 0.8267
2024-01-11 2023-12-31 13F CATERPILLAR INC STOCK Common Stock 149123101 3,795 0 0.00 1,122 8.30 0.7206
2023-10-13 2023-09-30 13F CATERPILLAR INC STOCK Common Stock 149123101 3,795 0 0.00 1,036 11.04 0.7302
2023-07-07 2023-06-30 13F CATERPILLAR INC STOCK Common Stock 149123101 3,795 1,380 57.14 934 0.6346
2023-01-11 2022-12-31 13F CATERPILLAR INC STOCK Common Stock 149123101 2,415 -20 -0.82 1 -100.00 0.5000
2022-10-12 2022-09-30 13F CATERPILLAR INC STOCK Common Stock 149123101 2,435 -19 -0.77 400 -8.88 0.3936
2022-07-08 2022-06-30 13F CATERPILLAR INC STOCK Common Stock 149123101 2,454 0 0.00 439 -19.74 0.3870
2022-04-18 2022-03-31 13F CATERPILLAR INC STOCK Common Stock 149123101 2,454 0 0.00 547 7.89 0.4108
2022-01-13 2021-12-31 13F CATERPILLAR INC STOCK Common Stock 149123101 2,454 -12 -0.49 507 7.19 0.3707
2021-10-14 2021-09-30 13F CATERPILLAR INC STOCK Common Stock 149123101 2,466 -277 -10.10 473 -20.77 0.3775
2021-07-09 2021-06-30 13F CATERPILLAR INC STOCK Common Stock 149123101 2,743 0 0.00 597 -6.13 0.4515
2021-04-09 2021-03-31 13F CATERPILLAR INC STOCK Common Stock 149123101 2,743 -48 -1.72 636 25.20 0.5187
2021-02-01 2020-12-31 13F CATERPILLAR INC STOCK Common Stock 149123101 2,791 575 25.95 508 53.47 0.4430
2020-10-16 2020-09-30 13F CATERPILLAR INC STOCK Common Stock 149123101 2,216 24 1.09 331 19.49 0.3276
2020-07-30 2020-06-30 13F CATERPILLAR INC STOCK Common Stock 149123101 2,192 58 2.72 277 11.69 0.2890
2020-04-27 2020-03-31 13F CATERPILLAR INC STOCK Common Stock 149123101 2,134 -449 -17.38 248 -34.91 0.3258
2020-01-21 2019-12-31 13F CATERPILLAR INC STOCK Common Stock 149123101 2,583 2,583 381 0.3763
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.