Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionSageworth Trust Co
Latest Disclosed Ownership1,133 shares
Latest Disclosed Value $ 802,685
Sageworth Trust Co reports 21.70% increase in ownership of CAT / Caterpillar Inc.

On April 29, 2026 - Sageworth Trust Co filed a 13F-HR form disclosing ownership of 1,133 shares of Caterpillar Inc. (MX:CAT) valued at $802,685 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 931 shares of Caterpillar Inc.. This represents a change in shares of 21.70% 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)
2026-04-29 2026-03-31 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 1,133 202 21.70 803 50.47 0.0345
2026-02-03 2025-12-31 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 931 -3,667 -79.75 533 -75.70 0.0228
2025-11-07 2025-09-30 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 4,598 3,843 509.01 2,194 648.46 0.1022
2025-07-21 2025-06-30 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 755 19 2.58 293 21.07 0.0162
2025-04-28 2025-03-31 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 736 26 3.66 243 -5.84 0.0151
2025-01-28 2024-12-31 13F CATERPILLAR COM 149123101 710 0 0.00 258 -7.22 0.0159
2024-10-24 2024-09-30 13F CATERPILLAR COM 149123101 710 -104 -12.78 278 2.21 0.0166
2024-07-16 2024-06-30 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 814 104 14.65 271 4.23 0.0171
2024-04-16 2024-03-31 13F CATERPILLAR COM 149123101 710 0 0.00 260 24.40 0.0168
2024-01-23 2023-12-31 13F CATERPILLAR COM 149123101 710 -40 -5.33 210 2.45 0.0143
2023-10-11 2023-09-30 13F CATERPILLAR COM 149123101 750 750 205 0.0150
2023-07-26 2023-06-30 13F CATERPILLAR COM 149123101 0 -750 -100.00 0 -100.00
2023-05-08 2023-03-31 13F CATERPILLAR COM 149123101 750 0 0.00 172 0.0127
2023-01-25 2022-12-31 13F CATERPILLAR COM 149123101 750 0 0.00 0 -100.00 0.0143
2022-11-02 2022-09-30 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 750 0 0.00 123 -8.21 0.0109
2022-07-28 2022-06-30 13F CATERPILLAR COM 149123101 750 0 0.00 134 -19.76 0.0115
2022-05-06 2022-03-31 13F CATERPILLAR COM 149123101 750 0 0.00 167 7.74 0.0130
2022-02-10 2021-12-31 13F CATERPILLAR COM 149123101 750 0 0.00 155 7.64 0.0120
2021-11-09 2021-09-30 13F CATERPILLAR COM 149123101 750 0 0.00 144 -11.66 0.0115
2021-08-13 2021-06-30 13F CATERPILLAR COM 149123101 750 0 0.00 163 -6.32 0.0128
2021-05-13 2021-03-31 13F CATERPILLAR COM 149123101 750 0 0.00 174 27.01 0.0145
2021-02-08 2020-12-31 13F CATERPILLAR COM 149123101 750 0 0.00 137 22.32 0.0125
2020-11-04 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 750 250 50.00 112 77.78 0.0121
2020-08-12 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 500 0 0.00 63 8.62 0.0070
2020-05-13 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 500 0 0.00 58 -21.62 0.0071
2020-01-28 2019-12-31 13F CATERPILLAR COM 149123101 500 0 0.00 74 17.46 0.0080
2019-10-31 2019-09-30 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 500 -95 -15.97 63 -22.22 0.0073
2019-07-19 2019-06-30 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 595 0 0.00 81 0.00 0.0096
2019-04-08 2019-03-31 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 595 0 0.00 81 6.58 0.0100
2019-01-18 2018-12-31 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 595 0 0.00 76 -15.56 0.0101
2018-10-30 2018-09-30 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 595 0 0.00 90 11.11 0.0122
2018-07-19 2018-06-30 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 595 0 0.00 81 -7.95 0.0116
2018-05-03 2018-03-31 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 595 95 19.00 88 -6.38 0.0131
2018-01-31 2017-12-31 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 500 -95 -15.97 94 27.03 0.0163
2017-10-23 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 595 0 0.00 74 15.63 0.0139
2017-07-24 2017-06-30 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 595 95 19.00 64 39.13 0.0127
2017-04-26 2017-03-31 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 500 -95 -15.97 46 -16.36 0.0094
2017-01-20 2016-12-31 13F CATERPILLAR INC (DELAWARE) CMN COM 149123101 595 595 55 0.0120
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.