Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionEastern Bank
Latest Disclosed Ownership14,356 shares
Latest Disclosed Value $ 10,170,652
Eastern Bank reports 3.32% decrease in ownership of CAT / Caterpillar Inc.

On April 7, 2026 - Eastern Bank filed a 13F-HR form disclosing ownership of 14,356 shares of Caterpillar Inc. (US:CAT) valued at $10,170,652 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 14,849 shares of Caterpillar Inc.. This represents a change in shares of -3.32% during the quarter. The current value of the position is $13,296,240 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)
2026-04-07 2026-03-31 13F CATERPILLAR COM 149123101 14,356 -493 -3.32 10,171 19.56 0.1593
2026-01-14 2025-12-31 13F CATERPILLAR COM 149123101 14,849 705 4.98 8,507 26.05 0.1468
2025-10-27 2025-09-30 13F CATERPILLAR COM 149123101 14,144 -165 -1.15 6,749 21.50 0.1199
2025-07-24 2025-06-30 13F CATERPILLAR COM 149123101 14,309 -1,467 -9.30 5,555 6.77 0.1057
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 15,776 1,582 11.15 5,203 1.03 0.1019
2025-01-13 2024-12-31 13F Caterpillar COM 149123101 14,194 -73 -0.51 5,149 -7.72 0.0957
2024-10-21 2024-09-30 13F Caterpillar COM 149123101 14,267 10,187 249.68 5,580 310.60 0.1000
2024-07-23 2024-06-30 13F CATERPILLAR COMMON STOCKS 149123101 4,080 -100 -2.39 1,359 -11.23 0.0549
2024-05-09 2024-03-31 13F CATERPILLAR COMMON STOCKS 149123101 4,180 -198 -4.52 1,532 18.32 0.0638
2024-01-25 2023-12-31 13F CATERPILLAR COMMON STOCKS 149123101 4,378 -81 -1.82 1,294 6.33 0.0588
2023-10-17 2023-09-30 13F CATERPILLAR COMMON STOCKS 149123101 4,459 -180 -3.88 1,217 6.66 0.0605
2023-07-19 2023-06-30 13F CATERPILLAR COMMON STOCKS 149123101 4,639 -50 -1.07 1,141 6.34 0.0543
2023-04-19 2023-03-31 13F CATERPILLAR COMMON STOCKS 149123101 4,689 -531 -10.17 1,073 -14.16 0.0539
2023-01-24 2022-12-31 13F CATERPILLAR COMMON STOCKS 149123101 5,220 -233 -4.27 1,251 39.82 0.0667
2022-10-19 2022-09-30 13F CATERPILLAR COMMON STOCKS 149123101 5,453 0 0.00 894 -8.21 0.0510
2022-07-20 2022-06-30 13F CATERPILLAR COMMON STOCKS 149123101 5,453 35 0.65 974 -19.24 0.0518
2022-04-21 2022-03-31 13F CATERPILLAR COMMON STOCKS 149123101 5,418 41 0.76 1,206 8.55 0.0559
2022-01-26 2021-12-31 13F CATERPILLAR COMMON STOCKS 149123101 5,377 0 0.00 1,111 7.55 0.0485
2021-10-19 2021-09-30 13F CATERPILLAR COMMON STOCKS 149123101 5,377 200 3.86 1,033 -8.26 0.0499
2021-07-20 2021-06-30 13F CATERPILLAR COMMON STOCKS 149123101 5,177 10 0.19 1,126 -6.01 0.0552
2021-04-27 2021-03-31 13F CATERPILLAR COMMON STOCKS 149123101 5,167 0 0.00 1,198 27.45 0.0647
2021-01-20 2020-12-31 13F CATERPILLAR COMMON STOCKS 149123101 5,167 0 0.00 940 21.92 0.0526
2020-10-30 2020-09-30 13F CATERPILLAR COMMON STOCKS 149123101 5,167 367 7.65 771 27.02 0.0472
2020-09-01 2020-06-30 13F/A-1 CATERPILLAR COMMON STOCKS 149123101 4,800 -427 -8.17 607 0.00 0.0395
2020-07-21 2020-06-30 13F CATERPILLAR COMMON STOCKS 149123101 4,800 -427 607 39,482.5509
2020-04-27 2020-03-31 13F CATERPILLAR COMMON STOCKS 149123101 5,227 -1,450 -21.72 607 -38.44 0.0452
2020-02-04 2019-12-31 13F CATERPILLAR COMMON STOCKS 149123101 6,677 -2,836 -29.81 986 -17.97 0.0573
2019-11-04 2019-09-30 13F CATERPILLAR COMMON STOCKS 149123101 9,513 -82,060 -89.61 1,202 -90.37 0.0750
2019-07-24 2019-06-30 13F CATERPILLAR COMMON STOCKS 149123101 91,573 -14,710 -13.84 12,480 -13.33 0.7939
2019-04-18 2019-03-31 13F CATERPILLAR COMMON STOCKS 149123101 106,283 6,967 7.01 14,400 14.10 0.9652
2019-01-18 2018-12-31 13F CATERPILLAR COMMON STOCKS 149123101 99,316 -3,977 -3.85 12,620 -19.88 0.9426
2018-10-16 2018-09-30 13F CATERPILLAR COMMON STOCKS 149123101 103,293 -173 -0.17 15,751 12.21 1.0276
2018-07-18 2018-06-30 13F CATERPILLAR COMMON STOCKS 149123101 103,466 1,605 1.58 14,037 -6.49 0.9590
2018-04-09 2018-03-31 13F CATERPILLAR COMMON STOCKS 149123101 101,861 -9,483 -8.52 15,012 -14.44 1.0499
2018-01-22 2017-12-31 13F CATERPILLAR COMMON STOCKS 149123101 111,344 101,416 1,021.51 17,545 1,317.21 1.1759
2017-10-24 2017-09-30 13F CATERPILLAR COMMON STOCKS 149123101 9,928 -190 -1.88 1,238 13.89 0.0877
2017-07-26 2017-06-30 13F CATERPILLAR COMMON STOCKS 149123101 10,118 0 0.00 1,087 15.76 0.0800
2017-04-17 2017-03-31 13F CATERPILLAR COMMON STOCKS 149123101 10,118 -31 -0.31 939 -0.32 0.0709
2017-01-18 2016-12-31 13F CATERPILLAR COMMON STOCKS 149123101 10,149 -325 -3.10 942 1.29 0.0733
2016-10-17 2016-09-30 13F CATERPILLAR COMMON STOCKS 149123101 10,474 -208 -1.95 930 14.96 0.0748
2016-07-15 2016-06-30 13F CATERPILLAR COMMON STOCKS 149123101 10,682 -1,399 -11.58 809 -12.45 0.0653
2016-04-14 2016-03-31 13F CATERPILLAR COMMON STOCKS 149123101 12,081 -654 -5.14 924 6.82 0.0754
2016-01-20 2015-12-31 13F CATERPILLAR COMMON STOCKS 149123101 12,735 -429 -3.26 865 0.46 0.0720
2015-10-16 2015-09-30 13F CATERPILLAR COMMON STOCKS 149123101 13,164 -2,320 -14.98 861 -34.42 0.0751
2015-07-16 2015-06-30 13F CATERPILLAR COMMON STOCKS 149123101 15,484 -19,181 -55.33 1,313 -52.67 0.1060
2015-04-17 2015-03-31 13F CATERPILLAR COMMON STOCKS 149123101 34,665 -110,082 -76.05 2,774 -79.06 0.2222
2015-01-12 2014-12-31 13F CATERPILLAR COMMON STOCKS 149123101 144,747 1,047 0.73 13,249 -6.89 1.0515
2014-10-15 2014-09-30 13F CATERPILLAR COMMON STOCKS 149123101 143,700 2,405 1.70 14,230 -7.32 1.1500
2014-07-16 2014-06-30 13F CATERPILLAR COMMON STOCKS 149123101 141,295 1,561 1.12 15,354 10.58 1.2434
2014-04-17 2014-03-31 13F CATERPILLAR COMMON STOCKS 149123101 139,734 -6,896 -4.70 13,885 4.28 1.1698
2014-01-21 2013-12-31 13F CATERPILLAR COMMON STOCKS 149123101 146,630 6,080 4.33 13,315 13.60 1.1345
2013-10-18 2013-09-30 13F CATERPILLAR COMMON STOCKS 149123101 140,550 -1,151 -0.81 11,721 0.27 1.0750
2013-08-09 2013-06-30 13F CATERPILLAR COMMON STOCKS 149123101 141,701 141,701 11,689 1.0873
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.