Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionSimmons Bank
Latest Disclosed Ownership26,265 shares
Latest Disclosed Value $ 18,607,713
Simmons Bank reports 4.13% decrease in ownership of CAT / Caterpillar Inc.

On April 23, 2026 - Simmons Bank filed a 13F-HR form disclosing ownership of 26,265 shares of Caterpillar Inc. (US:CAT) valued at $18,607,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 27,397 shares of Caterpillar Inc.. This represents a change in shares of -4.13% during the quarter. The current value of the position is $24,701,707 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)
2026-04-23 2026-03-31 13F CATERPILLAR COMMON STOCK 149123101 26,265 -1,132 -4.13 18,608 18.56 1.2463
2026-02-05 2025-12-31 13F CATERPILLAR COMMON STOCK 149123101 27,397 -339 -1.22 15,694 18.60 1.0494
2025-11-04 2025-09-30 13F CATERPILLAR COMMON STOCK 149123101 27,736 -409 -1.45 13,234 21.13 0.8820
2025-08-06 2025-06-30 13F CATERPILLAR COMMON STOCK 149123101 28,145 -275 -0.97 10,926 16.57 0.7789
2025-04-29 2025-03-31 13F CATERPILLAR COMMON STOCK 149123101 28,420 -1,463 -4.90 9,373 -13.54 0.7066
2025-02-05 2024-12-31 13F CATERPILLAR COMMON STOCK 149123101 29,883 -1,531 -4.87 10,840 -11.77 0.7926
2024-11-05 2024-09-30 13F CATERPILLAR COMMON STOCK 149123101 31,414 -1,340 -4.09 12,287 12.61 0.8895
2024-07-26 2024-06-30 13F CATERPILLAR COMMON STOCK 149123101 32,754 -5,793 -15.03 10,910 -22.76 0.8236
2024-05-14 2024-03-31 13F CATERPILLAR COMMON STOCK 149123101 38,547 860 2.28 14,125 26.76 1.0613
2024-02-06 2023-12-31 13F CATERPILLAR COMMON STOCK 149123101 37,687 1,196 3.28 11,143 11.85 0.9098
2023-10-26 2023-09-30 13F CATERPILLAR COMMON STOCK 149123101 36,491 -1,452 -3.83 9,962 6.72 0.8830
2023-08-03 2023-06-30 13F CATERPILLAR COMMON STOCK 149123101 37,943 -274 -0.72 9,336 6.75 0.7843
2023-04-28 2023-03-31 13F CATERPILLAR COMMON STOCK 149123101 38,217 1,100 2.96 8,746 -1.64 0.7464
2023-02-08 2022-12-31 13F CATERPILLAR COMMON STOCK 149123101 37,117 1,400 3.92 8,892 51.70 0.7641
2022-10-27 2022-09-30 13F CATERPILLAR COMMON STOCK 149123101 35,717 2,027 6.02 5,861 -2.67 0.5466
2022-07-29 2022-06-30 13F CATERPILLAR COMMON STOCK 149123101 33,690 4,574 15.71 6,022 -7.17 0.5278
2022-04-21 2022-03-31 13F CATERPILLAR COMMON STOCK 149123101 29,116 2,256 8.40 6,487 16.82 0.4858
2022-01-28 2021-12-31 13F CATERPILLAR COMMON STOCK 149123101 26,860 1,449 5.70 5,553 13.84 0.3887
2021-10-26 2021-09-30 13F CATERPILLAR COMMON STOCK 149123101 25,411 512 2.06 4,878 -9.97 0.3542
2021-08-05 2021-06-30 13F CATERPILLAR COMMON STOCK 149123101 24,899 2,337 10.36 5,418 3.57 0.3914
2021-05-06 2021-03-31 13F CATERPILLAR COMMON STOCK 149123101 22,562 1,833 8.84 5,231 38.64 0.3949
2021-02-08 2020-12-31 13F CATERPILLAR COMMON STOCK 149123101 20,729 1,004 5.09 3,773 28.25 0.2995
2020-11-13 2020-09-30 13F CATERPILLAR COMMON STOCK 149123101 19,725 -6,567 -24.98 2,942 -11.55 0.2415
2020-08-14 2020-06-30 13F CATERPILLAR COMMON STOCK 149123101 26,292 1 0.00 3,326 8.98 0.2746
2020-05-14 2020-03-31 13F CATERPILLAR COMMON STOCK 149123101 26,291 3,565 15.69 3,052 -9.06 0.2655
2020-01-31 2019-12-31 13F CATERPILLAR COMMON STOCK 149123101 22,726 28 0.12 3,356 17.06 0.3010
2019-11-13 2019-09-30 13F CATERPILLAR COMMON STOCK 149123101 22,698 6,347 38.82 2,867 28.62 0.2820
2019-08-13 2019-06-30 13F CATERPILLAR COMMON STOCK 149123101 16,351 -4,245 -20.61 2,229 -20.11 0.2157
2019-05-13 2019-03-31 13F CATERPILLAR COMMON STOCK 149123101 20,596 509 2.53 2,790 9.33 0.2715
2019-01-24 2018-12-31 13F CATERPILLAR COMMON STOCK 149123101 20,087 207 1.04 2,552 -15.80 0.2855
2018-11-13 2018-09-30 13F CATERPILLAR COMMON STOCK 149123101 19,880 -21,584 -52.05 3,031 -30.78 0.2985
2018-08-13 2018-06-30 13F CELGENE COMMON STOCK 149123101 41,464 21,908 112.03 4,379 51.89 0.3978
2018-05-14 2018-03-31 13F CATERPILLAR COMMON STOCK 149123101 19,556 -75 -0.38 2,883 -6.79 0.2587
2018-02-13 2017-12-31 13F CATERPILLAR COMMON STOCK 149123101 19,631 426 2.22 3,093 29.09 0.3115
2017-11-14 2017-09-30 13F CATERPILLAR COMMON STOCK 149123101 19,205 135 0.71 2,396 16.88 0.2481
2017-08-15 2017-06-30 13F CATERPILLAR COMMON STOCK 149123101 19,070 -711 -3.59 2,050 11.72 0.2297
2017-05-11 2017-03-31 13F CATERPILLAR COMMON STOCK 149123101 19,781 -458 -2.26 1,835 -2.24 0.2024
2017-02-08 2016-12-31 13F CATERPILLAR COMMON STOCK 149123101 20,239 -15,588 -43.51 1,877 -40.97 0.2108
2016-10-31 2016-09-30 13F CATERPILLAR COMMON STOCK 149123101 35,827 -1,307 -3.52 3,180 12.97 0.3500
2016-08-03 2016-06-30 13F CATERPILLAR COMMON STOCK 149123101 37,134 316 0.86 2,815 -0.11 0.3131
2016-05-13 2016-03-31 13F CATERPILLAR COMMON STOCK 149123101 36,818 36,818 2,818 0.3139
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.