Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionHeritage Trust Co
Latest Disclosed Ownership12,641 shares
Latest Disclosed Value $ 8,955,649
Heritage Trust Co reports 5.92% increase in ownership of CAT / Caterpillar Inc.

On May 13, 2026 - Heritage Trust Co filed a 13F-HR form disclosing ownership of 12,641 shares of Caterpillar Inc. (MX:CAT) valued at $8,955,649 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 11,935 shares of Caterpillar Inc.. This represents a change in shares of 5.92% during the quarter.

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)
2026-05-13 2026-03-31 13F CATERPILLAR COMMON STOCK 149123101 12,641 706 5.92 8,956 30.98 0.5164
2026-02-10 2025-12-31 13F CATERPILLAR COMMON STOCK 149123101 11,935 234 2.00 6,837 22.46 0.6958
2025-11-12 2025-09-30 13F CATERPILLAR COMMON STOCK 149123101 11,701 -287 -2.39 5,583 19.99 0.5917
2025-08-12 2025-06-30 13F CATERPILLAR COMMON STOCK 149123101 11,988 1,389 13.11 4,654 33.13 0.5374
2025-05-09 2025-03-31 13F CATERPILLAR COMMON STOCK 149123101 10,599 763 7.76 3,496 -2.05 0.4238
2025-02-13 2024-12-31 13F CATERPILLAR COMMON STOCK 149123101 9,836 -1,097 -10.03 3,568 -2.00 0.4201
2024-08-12 2024-06-30 13F CATERPILLAR COMMON STOCK 149123101 10,933 -66 -0.60 3,642 -9.65 0.4803
2024-05-10 2024-03-31 13F CATERPILLAR COMMON STOCK 149123101 10,999 -209 -1.86 4,030 21.64 0.5397
2024-02-09 2023-12-31 13F CATERPILLAR COMMON STOCK 149123101 11,208 -31 -0.28 3,314 7.99 0.4664
2023-11-08 2023-09-30 13F CATERPILLAR COMMON STOCK 149123101 11,239 186 1.68 3,068 12.84 0.4789
2023-08-11 2023-06-30 13F CATERPILLAR COMMON STOCK 149123101 11,053 1,763 18.98 2,720 27.95 0.3979
2023-05-12 2023-03-31 13F CATERPILLAR COMMON STOCK 149123101 9,290 -6 -0.06 2,126 -4.54 0.3343
2023-02-10 2022-12-31 13F CATERPILLAR COMMON STOCK 149123101 9,296 -22 -0.24 2,227 45.59 0.3627
2022-11-10 2022-09-30 13F CATERPILLAR COMMON STOCK 149123101 9,318 -8 -0.09 1,529 -8.28 0.2673
2022-08-11 2022-06-30 13F CATERPILLAR COMMON STOCK 149123101 9,326 -90 -0.96 1,667 -20.54 0.2729
2022-05-11 2022-03-31 13F CATERPILLAR COMMON STOCK 149123101 9,416 -1,463 -13.45 2,098 -6.76 0.2965
2022-02-09 2021-12-31 13F CATERPILLAR COMMON STOCK 149123101 10,879 175 1.63 2,250 9.49 0.2885
2021-11-09 2021-09-30 13F CATERPILLAR COMMON STOCK 149123101 10,704 -123 -1.14 2,055 -12.78 0.2892
2021-08-09 2021-06-30 13F CATERPILLAR COMMON STOCK 149123101 10,827 81 0.75 2,356 -5.42 0.3368
2021-05-12 2021-03-31 13F CATERPILLAR COMMON STOCK 149123101 10,746 -18 -0.17 2,491 27.16 0.3799
2021-02-11 2020-12-31 13F CATERPILLAR COMMON STOCK 149123101 10,764 1,101 11.39 1,959 35.95 0.3174
2020-11-13 2020-09-30 13F CATERPILLAR COMMON STOCK 149123101 9,663 -433 -4.29 1,441 12.84 0.2685
2020-08-04 2020-06-30 13F CATERPILLAR COMMON STOCK 149123101 10,096 -250 -2.42 1,277 6.42 0.2502
2020-05-11 2020-03-31 13F CATERPILLAR COMMON STOCK 149123101 10,346 -1,921 -15.66 1,200 -33.74 0.2995
2020-02-11 2019-12-31 13F CATERPILLAR COMMON STOCK 149123101 12,267 -661 -5.11 1,811 10.90 0.3620
2019-11-12 2019-09-30 13F CATERPILLAR COMMON STOCK 149123101 12,928 -1,035 -7.41 1,633 -14.19 0.3529
2019-08-13 2019-06-30 13F CATERPILLAR COMMON STOCK 149123101 13,963 -438 -3.04 1,903 -2.46 0.4230
2019-05-15 2019-03-31 13F CATERPILLAR COMMON STOCK 149123101 14,401 -226 -1.55 1,951 5.01 0.4505
2019-01-18 2018-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 14,627 539 3.83 1,858 -13.50 0.7666
2018-11-14 2018-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 14,088 -201 -1.41 2,148 10.78 0.7705
2018-08-15 2018-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 14,289 -48 -0.33 1,939 -8.23 0.7288
2018-05-14 2018-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 14,337 -1,207 -7.77 2,113 -13.72 0.7896
2018-02-12 2017-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 15,544 -225 -1.43 2,449 24.50 0.8797
2017-11-14 2017-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 15,769 -1,210 -7.13 1,967 7.84 0.7233
2017-08-09 2017-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 16,979 -1,406 -7.65 1,824 6.92 0.7031
2017-05-08 2017-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 18,385 18,385 1,706 0.6501
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.