Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
Institution1st Source Bank
Latest Disclosed Ownership9,376 shares
Latest Disclosed Value $ 6,642,521
1st Source Bank reports 2.32% decrease in ownership of CAT / Caterpillar Inc.

On May 4, 2026 - 1st Source Bank filed a 13F-HR form disclosing ownership of 9,376 shares of Caterpillar Inc. (US:CAT) valued at $6,642,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,599 shares of Caterpillar Inc.. This represents a change in shares of -2.32% during the quarter. The current value of the position is $8,683,864 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)
2026-05-04 2026-03-31 13F CATERPILLAR COM 149123101 9,376 -223 -2.32 6,643 20.81 0.3161
2026-02-05 2025-12-31 13F CATERPILLAR COM 149123101 9,599 -18 -0.19 5,499 19.83 0.2885
2025-11-12 2025-09-30 13F CATERPILLAR COM 149123101 9,617 183 1.94 4,589 25.29 0.2419
2025-08-07 2025-06-30 13F CATERPILLAR COM 149123101 9,434 131 1.41 3,662 19.36 0.2020
2025-05-05 2025-03-31 13F CATERPILLAR COM 149123101 9,303 44 0.48 3,068 -8.64 0.1808
2025-02-10 2024-12-31 13F Caterpillar COM 149123101 9,259 -23 -0.25 3,359 -7.49 0.1921
2024-12-11 2024-09-30 13F Caterpillar COM 149123101 9,282 -665 -6.69 3,630 9.57 0.2049
2024-08-08 2024-06-30 13F CATERPILLAR COM 149123101 9,947 -65 -0.65 3,313 -9.68 0.1937
2024-05-09 2024-03-31 13F CATERPILLAR COM 149123101 10,012 -117 -1.16 3,669 22.51 0.2132
2024-02-08 2023-12-31 13F CATERPILLAR COM 149123101 10,129 -300 -2.88 2,995 5.16 0.1809
2023-11-09 2023-09-30 13F CATERPILLAR COM 149123101 10,429 500 5.04 2,847 16.54 0.1938
2023-08-09 2023-06-30 13F CATERPILLAR COM 149123101 9,929 21 0.21 2,443 7.76 0.1577
2023-05-09 2023-03-31 13F CATERPILLAR COM 149123101 9,908 101 1.03 2,267 -3.49 0.1507
2023-02-13 2022-12-31 13F CATERPILLAR COM 149123101 9,807 100 1.03 2,349 47.46 0.1542
2022-11-04 2022-09-30 13F CATERPILLAR COM 149123101 9,707 72 0.75 1,593 -7.49 0.1159
2022-08-05 2022-06-30 13F CATERPILLAR COM 149123101 9,635 -231 -2.34 1,722 -21.69 0.1216
2022-05-05 2022-03-31 13F CATERPILLAR COM 149123101 9,866 492 5.25 2,199 13.47 0.1351
2022-02-09 2021-12-31 13F CATERPILLAR COM 149123101 9,374 240 2.63 1,938 10.55 0.1134
2021-11-05 2021-09-30 13F CATERPILLAR COM 149123101 9,134 -70 -0.76 1,753 -12.48 0.1104
2021-08-03 2021-06-30 13F CATERPILLAR COM 149123101 9,204 42 0.46 2,003 -5.74 0.1263
2021-05-07 2021-03-31 13F CATERPILLAR COM 149123101 9,162 113 1.25 2,125 28.94 0.1406
2021-02-05 2020-12-31 13F CATERPILLAR COM 149123101 9,049 -3,890 -30.06 1,648 -14.61 0.1201
2020-10-30 2020-09-30 13F CATERPILLAR COM 149123101 12,939 -1,945 -13.07 1,930 2.55 0.1644
2020-08-07 2020-06-30 13F CATERPILLAR COM 149123101 14,884 -465 -3.03 1,882 5.67 0.1618
2020-04-29 2020-03-31 13F CATERPILLAR COM 149123101 15,349 1,638 11.95 1,781 -12.05 0.1791
2020-01-27 2019-12-31 13F CATERPILLAR COM 149123101 13,711 -53 -0.39 2,025 16.51 0.1517
2019-11-06 2019-09-30 13F CATERPILLAR COM 149123101 13,764 -870 -5.95 1,738 -12.84 0.1425
2019-07-29 2019-06-30 13F CATERPILLAR COM 149123101 14,634 190 1.32 1,994 1.89 0.1630
2019-04-29 2019-03-31 13F CATERPILLAR COM 149123101 14,444 -501 -3.35 1,957 3.05 0.1669
2019-02-11 2018-12-31 13F CATERPILLAR COM 149123101 14,945 -1,881 -11.18 1,899 -25.99 0.1845
2018-10-31 2018-09-30 13F CATERPILLAR COM 149123101 16,826 105 0.63 2,566 13.09 0.2035
2018-08-02 2018-06-30 13F CATERPILLAR COM 149123101 16,721 356 2.18 2,269 -5.93 0.1842
2018-04-24 2018-03-31 13F CATERPILLAR COM 149123101 16,365 161 0.99 2,412 -5.56 0.1998
2018-02-13 2017-12-31 13F CATERPILLAR COM 149123101 16,204 447 2.84 2,554 29.97 0.2101
2017-10-27 2017-09-30 13F CATERPILLAR COM 149123101 15,757 -88 -0.56 1,965 15.38 0.1634
2017-07-26 2017-06-30 13F CATERPILLAR COM 149123101 15,845 620 4.07 1,703 20.61 0.1467
2017-04-26 2017-03-31 13F CATERPILLAR COM 149123101 15,225 -574 -3.63 1,412 -3.62 0.1250
2017-02-09 2016-12-31 13F CATERPILLAR COM 149123101 15,799 103 0.66 1,465 5.17 0.1391
2016-10-27 2016-09-30 13F CATERPILLAR COM 149123101 15,696 507 3.34 1,393 21.03 0.1471
2016-07-29 2016-06-30 13F CATERPILLAR COM 149123101 15,189 -44 -0.29 1,151 -1.29 0.1300
2016-04-26 2016-03-31 13F CATERPILLAR COM 149123101 15,233 1,537 11.22 1,166 25.24 0.1302
2016-01-29 2015-12-31 13F CATERPILLAR COM 149123101 13,696 -402 -2.85 931 0.98 0.1081
2015-10-20 2015-09-30 13F CATERPILLAR COM 149123101 14,098 -728 -4.91 922 -26.71 0.1057
2015-08-04 2015-06-30 13F CATERPILLAR COM 149123101 14,826 -308 -2.04 1,258 3.88 0.1363
2015-04-27 2015-03-31 13F CATERPILLAR COM 149123101 15,134 -320 -2.07 1,211 -14.36 0.1452
2015-02-10 2014-12-31 13F CATERPILLAR COM 149123101 15,454 0 0.00 1,414 -7.58 0.1699
2014-10-30 2014-09-30 13F CATERPILLAR COM 149123101 15,454 -108 -0.69 1,530 -9.52 0.2028
2014-07-25 2014-06-30 13F CATERPILLAR COM 149123101 15,562 30 0.19 1,691 9.59 0.2182
2014-04-28 2014-03-31 13F CATERPILLAR COM 149123101 15,532 -356 -2.24 1,543 6.93 0.2059
2014-02-13 2013-12-31 13F CATERPILLAR COM 149123101 15,888 400 2.58 1,443 11.77 0.1939
2013-11-13 2013-09-30 13F CATERPILLAR COM 149123101 15,488 -128 -0.82 1,291 0.23 0.1915
2013-08-08 2013-06-30 13F CATERPILLAR INC DEL COM 149123101 15,616 15,616 1,288 0.2176
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.