Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionFirst PREMIER Bank
Latest Disclosed Ownership476 shares
Latest Disclosed Value $ 337
First PREMIER Bank reports 30.71% decrease in ownership of CAT / Caterpillar Inc.

On April 20, 2026 - First PREMIER Bank filed a 13F-HR form disclosing ownership of 476 shares of Caterpillar Inc. (US:CAT) valued at $337,227 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 687 shares of Caterpillar Inc.. The current value of the position is $447,668 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)
2026-04-20 2026-03-31 13F CATERPILLAR COM 149123101 476 -211 -30.71 0 0.0378
2026-01-23 2025-12-31 13F CATERPILLAR COM 149123101 687 -3 -0.43 0 0.0901
2025-10-15 2025-09-30 13F CATERPILLAR COM 149123101 690 -70 -9.21 0 0.0749
2025-07-11 2025-06-30 13F CATERPILLAR COM 149123101 760 0 0.00 0 0.0714
2025-04-22 2025-03-31 13F CATERPILLAR COM 149123101 760 -30 -3.80 0 0.0637
2025-01-17 2024-12-31 13F CATERPILLAR COM 149123101 790 0 0.00 0 0.0728
2024-10-08 2024-09-30 13F CATERPILLAR COM 149123101 790 0 0.00 0 0.0770
2024-07-17 2024-06-30 13F CATERPILLAR COM 149123101 790 -5 -0.63 0 0.0703
2024-04-12 2024-03-31 13F CATERPILLAR COM 149123101 795 -90 -10.17 0 0.0772
2024-01-17 2023-12-31 13F CATERPILLAR COM 149123101 885 0 0.00 0 0.0734
2023-10-16 2023-09-30 13F CATERPILLAR COM 149123101 885 -164 -15.63 0 0.0739
2023-07-13 2023-06-30 13F CATERPILLAR COM 149123101 1,049 40 3.96 0 0.0740
2023-04-10 2023-03-31 13F CATERPILLAR COM 149123101 1,009 48 4.99 0 0.0670
2023-01-17 2022-12-31 13F CATERPILLAR COM 149123101 961 -75 -7.24 0 -100.00 0.0697
2022-10-20 2022-09-30 13F CATERPILLAR COM 149123101 1,036 936 936.00 170 844.44 0.0555
2022-07-26 2022-06-30 13F CATERPILLAR COM 149123101 100 0 0.00 18 -18.18 0.0054
2022-04-25 2022-03-31 13F CATERPILLAR COM 149123101 100 0 0.00 22 4.76 0.0058
2022-01-19 2021-12-31 13F CATERPILLAR COM 149123101 100 0 0.00 21 10.53 0.0054
2021-10-12 2021-09-30 13F CATERPILLAR COM 149123101 100 0 0.00 19 -13.64 0.0054
2021-07-14 2021-06-30 13F CATERPILLAR COM 149123101 100 100 22 0.0064
2021-04-12 2021-03-31 13F CATERPILLAR COM 149123101 0 -125 -100.00 0 -100.00
2021-01-12 2020-12-31 13F CATERPILLAR COM 149123101 125 0 0.00 23 21.05 0.0091
2020-10-06 2020-09-30 13F CATERPILLAR COM 149123101 125 0 0.00 19 18.75 0.0084
2020-07-07 2020-06-30 13F CATERPILLAR COM 149123101 125 0 0.00 16 6.67 0.0077
2020-04-08 2020-03-31 13F CATERPILLAR COM 149123101 125 0 0.00 15 -16.67 0.0084
2020-01-10 2019-12-31 13F CATERPILLAR COM 149123101 125 0 0.00 18 12.50 0.0084
2019-10-10 2019-09-30 13F CATERPILLAR COM 149123101 125 0 0.00 16 -5.88 0.0083
2019-07-09 2019-06-30 13F CATERPILLAR COM 149123101 125 0 0.00 17 0.00 0.0093
2019-04-04 2019-03-31 13F CATERPILLAR COM 149123101 125 0 0.00 17 6.25 0.0098
2019-01-14 2018-12-31 13F CATERPILLAR COM 149123101 125 0 0.00 16 -15.79 0.0103
2018-10-09 2018-09-30 13F CATERPILLAR COM 149123101 125 0 0.00 19 11.76 0.0117
2018-07-10 2018-06-30 13F CATERPILLAR COM 149123101 125 0 0.00 17 -5.56 0.0114
2018-04-09 2018-03-31 13F CATERPILLAR COM 149123101 125 0 0.00 18 -10.00 0.0132
2018-01-11 2017-12-31 13F CATERPILLAR COM 149123101 125 0 0.00 20 25.00 0.0137
2017-10-13 2017-09-30 13F CATERPILLAR COM 149123101 125 0 0.00 16 23.08 0.0112
2017-07-06 2017-06-30 13F CATERPILLAR COM 149123101 125 0 0.00 13 8.33 0.0098
2017-04-12 2017-03-31 13F CATERPILLAR COM 149123101 125 0 0.00 12 0.00 0.0091
2017-01-10 2016-12-31 13F CATERPILLAR COM 149123101 125 -324 -72.16 12 -70.00 0.0092
2016-10-13 2016-09-30 13F CATERPILLAR COM 149123101 449 0 0.00 40 17.65 0.0302
2016-07-06 2016-06-30 13F CATERPILLAR COMMON STOCK 149123101 449 0 0.00 34 0.00 0.0259
2016-04-08 2016-03-31 13F CATERPILLAR COMMON STOCK 149123101 449 0 0.00 34 9.68 0.0271
2016-01-13 2015-12-31 13F CATERPILLAR COMMON STOCK 149123101 449 449 31 0.0262
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.