Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionPinnacle Bancorp, Inc.
Latest Disclosed Ownership579 shares
Latest Disclosed Value $ 410,198
Pinnacle Bancorp, Inc. ownership in CAT / Caterpillar Inc.

On April 22, 2026 - Pinnacle Bancorp, Inc. filed a 13F-HR form disclosing ownership of 579 shares of Caterpillar Inc. (US:CAT) valued at $410,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 579 shares of Caterpillar Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $536,258 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)
2026-04-22 2026-03-31 13F Caterpillar Inc Del Com COM 149123101 579 0 0.00 410 23.87 0.1211
2026-01-22 2025-12-31 13F Caterpillar Inc Del Com COM 149123101 579 0 0.00 332 19.93 0.0972
2025-10-24 2025-09-30 13F Caterpillar Inc Del Com COM 149123101 579 0 0.00 276 23.21 0.0816
2025-07-11 2025-06-30 13F Caterpillar Inc Del Com COM 149123101 579 0 0.00 225 17.89 0.0694
2025-04-23 2025-03-31 13F Caterpillar Inc Del Com COM 149123101 579 -55 -8.68 191 -17.03 0.0623
2025-01-14 2024-12-31 13F Caterpillar Inc Del Com COM 149123101 634 -15 -2.31 230 -9.49 0.0748
2024-10-09 2024-09-30 13F Caterpillar Inc Del Com COM 149123101 649 0 0.00 254 17.13 0.0679
2024-07-15 2024-06-30 13F Caterpillar Inc Del Com COM 149123101 649 0 0.00 216 -8.86 0.0638
2024-04-16 2024-03-31 13F Caterpillar Inc Del Com COM 149123101 649 -16 -2.41 238 20.92 0.0703
2024-01-25 2023-12-31 13F Caterpillar Inc Del Com COM 149123101 665 -132 -16.56 197 -9.68 0.0644
2023-10-18 2023-09-30 13F Caterpillar Inc Del Com COM 149123101 797 0 0.00 218 10.71 0.0773
2023-07-14 2023-06-30 13F Caterpillar Inc Del Com COM 149123101 797 79 11.00 196 19.51 0.0671
2023-04-14 2023-03-31 13F Caterpillar Inc Del Com COM 149123101 718 -33 -4.39 164 0.0603
2023-01-24 2022-12-31 13F Caterpillar Inc Del Com COM 149123101 751 -18 -2.34 0 -100.00 0.0692
2022-10-25 2022-09-30 13F Caterpillar Inc Del Com COM 149123101 769 0 0.00 126 -8.03 0.0544
2022-07-12 2022-06-30 13F Caterpillar Inc Del Com COM 149123101 769 -50 -6.11 137 -24.73 0.0564
2022-04-14 2022-03-31 13F Caterpillar Inc Del Com COM 149123101 819 5 0.61 182 8.33 0.0631
2022-01-19 2021-12-31 13F Caterpillar Inc Del Com COM 149123101 814 -54 -6.22 168 0.60 0.0594
2021-10-12 2021-09-30 13F Caterpillar Inc Del Com COM 149123101 868 192 28.40 167 13.61 0.0668
2021-07-15 2021-06-30 13F Caterpillar Inc Del Com COM 149123101 676 0 0.00 147 -6.37 0.0671
2021-04-26 2021-03-31 13F Caterpillar Inc Del Com COM 149123101 676 -15 -2.17 157 24.60 0.0761
2021-01-13 2020-12-31 13F Caterpillar Inc Del Com COM 149123101 691 118 20.59 126 48.24 0.0776
2020-10-13 2020-09-30 13F Caterpillar Inc Del Com COM 149123101 573 0 0.00 85 18.06 0.0599
2020-07-07 2020-06-30 13F Caterpillar Inc Del Com COM 149123101 573 -750 -56.69 72 -53.25 0.0536
2020-04-09 2020-03-31 13F Caterpillar Inc Del Com COM 149123101 1,323 0 0.00 154 -21.03 0.1315
2020-01-10 2019-12-31 13F Caterpillar Inc Del Com COM 149123101 1,323 0 0.00 195 16.77 0.1351
2019-10-08 2019-09-30 13F Caterpillar Inc Del Com COM 149123101 1,323 0 0.00 167 -7.22 0.0953
2019-07-08 2019-06-30 13F Caterpillar Inc Del Com COM 149123101 1,323 0 0.00 180 0.56 0.1012
2019-04-05 2019-03-31 13F Caterpillar Inc Del Com COM 149123101 1,323 -450 -25.38 179 -20.44 0.1038
2019-03-20 2018-12-31 13F Caterpillar Inc Del Com COM 149123101 1,773 1,084 157.33 225 251.56 0.1384
2017-04-17 2017-03-31 13F Caterpillar Inc Del Com COM 149123101 689 689 64 0.0453
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.