Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionCommunity Bank, N.A.
Latest Disclosed Ownership15,180 shares
Latest Disclosed Value $ 10,754,380
Community Bank, N.A. reports 0.79% decrease in ownership of CAT / Caterpillar Inc.

On May 12, 2026 - Community Bank, N.A. filed a 13F-HR form disclosing ownership of 15,180 shares of Caterpillar Inc. (US:CAT) valued at $10,754,423 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 15,301 shares of Caterpillar Inc.. This represents a change in shares of -0.79% during the quarter. The current value of the position is $14,059,412 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)
2026-05-12 2026-03-31 13F CATERPILLAR COMMON STOCK 149123101 15,180 -121 -0.79 10,754 22.69 0.7015
2026-02-04 2025-12-31 13F CATERPILLAR COMMON STOCK 149123101 15,301 225 1.49 8,765 21.85 1.0359
2025-11-14 2025-09-30 13F CATERPILLAR COMMON STOCK 149123101 15,076 -435 -2.80 7,193 19.47 0.8700
2025-07-25 2025-06-30 13F CATERPILLAR COMMON STOCK 149123101 15,511 -507 -3.17 6,021 13.99 0.7918
2025-04-21 2025-03-31 13F CATERPILLAR COMMON STOCK 149123101 16,018 -617 -3.71 5,283 -12.46 0.7081
2025-02-11 2024-12-31 13F CATERPILLAR COMMON STOCK 149123101 16,635 -200 -1.19 6,035 -8.35 0.7739
2024-11-14 2024-09-30 13F CATERPILLAR COMMON STOCK 149123101 16,835 -50 -0.30 6,584 17.07 0.8305
2024-08-14 2024-06-30 13F CATERPILLAR COMMON STOCK 149123101 16,885 -350 -2.03 5,624 -10.94 0.7402
2024-05-15 2024-03-31 13F CATERPILLAR COMMON STOCK 149123101 17,235 -295 -1.68 6,315 21.86 0.8288
2024-02-02 2023-12-31 13F CATERPILLAR COMMON STOCK 149123101 17,530 -700 -3.84 5,183 4.14 0.6764
2023-11-14 2023-09-30 13F/A-1 CATERPILLAR COMMON STOCK 149123101 18,230 -2,005 -9.91 4,977 -0.04 0.6973
2023-08-01 2023-06-30 13F CATERPILLAR COMMON STOCK 149123101 20,235 -900 -4.26 4,979 2.94 0.6574
2023-04-20 2023-03-31 13F CATERPILLAR COMMON STOCK 149123101 21,135 362 1.74 4,837 -2.81 0.6537
2023-01-31 2022-12-31 13F CATERPILLAR COMMON STOCK 149123101 20,773 -110 -0.53 4,976 45.24 0.6931
2022-10-28 2022-09-30 13F CATERPILLAR COMMON STOCK 149123101 20,883 210 1.02 3,426 -7.28 0.5229
2022-07-26 2022-06-30 13F CATERPILLAR COMMON STOCK 149123101 20,673 -130 -0.62 3,695 -20.28 0.5290
2022-05-05 2022-03-31 13F CATERPILLAR COMMON STOCK 149123101 20,803 -152 -0.73 4,635 6.97 0.5720
2022-01-27 2021-12-31 13F CATERPILLAR COMMON STOCK 149123101 20,955 350 1.70 4,333 9.53 0.4996
2021-10-28 2021-09-30 13F CATERPILLAR COMMON STOCK 149123101 20,605 1,731 9.17 3,956 -3.68 0.4821
2021-08-03 2021-06-30 13F CATERPILLAR COMMON STOCK 149123101 18,874 -286 -1.49 4,107 -7.56 0.4850
2021-05-04 2021-03-31 13F CATERPILLAR COMMON STOCK 149123101 19,160 -255 -1.31 4,443 25.72 0.5550
2021-01-28 2020-12-31 13F CATERPILLAR COMMON STOCK 149123101 19,415 -75 -0.38 3,534 21.57 0.4803
2020-11-03 2020-09-30 13F CATERPILLAR COMMON STOCK 149123101 19,490 1,450 8.04 2,907 27.39 0.4393
2020-07-30 2020-06-30 13F CATERPILLAR COMMON STOCK 149123101 18,040 2,905 19.19 2,282 29.95 0.3832
2020-04-30 2020-03-31 13F CATERPILLAR COMMON STOCK 149123101 15,135 3,444 29.46 1,756 1.74 0.3792
2020-02-05 2019-12-31 13F CATERPILLAR COMMON STOCK 149123101 11,691 1,505 14.78 1,726 34.21 0.3037
2019-10-24 2019-09-30 13F CATERPILLAR COMMON STOCK 149123101 10,186 1,200 13.35 1,286 4.98 0.2442
2019-07-26 2019-06-30 13F CATERPILLAR COMMON STOCK 149123101 8,986 450 5.27 1,225 5.88 0.2356
2019-05-02 2019-03-31 13F CATERPILLAR COMMON STOCK 149123101 8,536 443 5.47 1,157 12.44 0.2337
2019-01-30 2018-12-31 13F CATERPILLAR COMMON STOCK 149123101 8,093 840 11.58 1,029 -6.96 0.2287
2018-11-05 2018-09-30 13F CATERPILLAR COMMON STOCK 149123101 7,253 0 0.00 1,106 12.40 0.2172
2018-07-12 2018-06-30 13F CATERPILLAR COMMON STOCK 149123101 7,253 400 5.84 984 -2.57 0.1838
2018-05-03 2018-03-31 13F CATERPILLAR COMMON STOCK 149123101 6,853 -109 -1.57 1,010 -8.01 0.1895
2018-02-06 2017-12-31 13F CATERPILLAR COMMON STOCK 149123101 6,962 -95 -1.35 1,098 24.77 0.1174
2017-10-30 2017-09-30 13F CATERPILLAR COMMON STOCK 149123101 7,057 -40 -0.56 880 15.49 0.0970
2017-08-03 2017-06-30 13F CATERPILLAR COMMON STOCK 149123101 7,097 -761 -9.68 762 4.53 0.0823
2017-05-02 2017-03-31 13F CATERPILLAR COMMON STOCK 149123101 7,858 -6,010 -43.34 729 -43.31 0.1533
2017-01-30 2016-12-31 13F CATERPILLAR COMMON STOCK 149123101 13,868 150 1.09 1,286 5.58 0.2820
2016-10-13 2016-09-30 13F CATERPILLAR COMMON STOCK 149123101 13,718 0 0.00 1,218 17.12 0.2779
2016-07-14 2016-06-30 13F CATERPILLAR COMMON STOCK 149123101 13,718 -58 -0.42 1,040 -1.33 0.2453
2016-04-20 2016-03-31 13F CATERPILLAR COMMON STOCK 149123101 13,776 380 2.84 1,054 15.70 0.2545
2016-02-03 2015-12-31 13F CATERPILLAR INC DEL COMMON STOCK 149123101 13,396 -339 -2.47 911 1.45 0.2203
2015-10-21 2015-09-30 13F CATERPILLAR INC DEL COMMON STOCK 149123101 13,735 423 3.18 898 -20.46 0.2322
2015-07-27 2015-06-30 13F CATERPILLAR INC DEL COMMON STOCK 149123101 13,312 1,810 15.74 1,129 22.72 0.2676
2015-04-27 2015-03-31 13F CATERPILLAR INC DEL COMMON STOCK 149123101 11,502 100 0.88 920 -11.88 0.2143
2015-02-06 2014-12-31 13F CATERPILLAR INC DEL COMMON STOCK 149123101 11,402 11,402 1,044 0.2367
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.