Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionAdirondack Trust Co
Latest Disclosed Ownership7,556 shares
Latest Disclosed Value $ 5,353,079
Adirondack Trust Co reports 3.49% decrease in ownership of CAT / Caterpillar Inc.

On April 3, 2026 - Adirondack Trust Co filed a 13F-HR form disclosing ownership of 7,556 shares of Caterpillar Inc. (US:CAT) valued at $5,353,124 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 7,829 shares of Caterpillar Inc.. This represents a change in shares of -3.49% during the quarter. The current value of the position is $7,106,267 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)
2026-04-03 2026-03-31 13F CATERPILLAR INDUSTRIALS 149123101 7,556 -273 -3.49 5,353 19.38 1.0554
2026-01-08 2025-12-31 13F CATERPILLAR INDUSTRIALS 149123101 7,829 -68 -0.86 4,485 19.03 1.4752
2025-10-20 2025-09-30 13F CATERPILLAR INDUSTRIALS 149123101 7,897 -15 -0.19 3,768 22.66 1.2638
2025-07-11 2025-06-30 13F CATERPILLAR INDUSTRIALS 149123101 7,912 -41 -0.52 3,071 17.12 1.1152
2025-04-03 2025-03-31 13F CATERPILLAR INDUSTRIALS 149123101 7,953 -134 -1.66 2,623 -10.60 1.0249
2025-01-17 2024-12-31 13F CATERPILLAR INDUSTRIALS 149123101 8,087 -148 -1.80 2,934 -8.91 1.1201
2024-10-08 2024-09-30 13F CATERPILLAR INDUSTRIALS 149123101 8,235 -603 -6.82 3,221 9.41 1.2406
2024-07-09 2024-06-30 13F CATERPILLAR INDUSTRIALS 149123101 8,838 -26 -0.29 2,944 -9.36 1.2020
2024-04-09 2024-03-31 13F CATERPILLAR INDUSTRIALS 149123101 8,864 -60 -0.67 3,248 8.96 1.3594
2024-03-29 2023-12-31 13F CATERPILLAR INDUSTRIALS 149123101 8,924 -380 -4.08 2,980 17.37 1.2878
2023-10-31 2023-09-30 13F CATERPILLAR INDUSTRIALS 149123101 9,304 -60 -0.64 2,540 2.30 1.2676
2023-08-09 2023-06-30 13F CATERPILLAR INDUSTRIALS 149123101 9,364 -413 -4.22 2,483 10.95 1.1603
2023-04-28 2023-03-31 13F CATERPILLAR INDUSTRIALS 149123101 9,777 2 0.02 2,237 -4.44 1.1332
2023-01-13 2022-12-31 13F CATERPILLAR INDUSTRIALS 149123101 9,775 -292 -2.90 2,342 41.79 1.2113
2022-10-13 2022-09-30 13F CATERPILLAR INDUSTRIALS 149123101 10,067 552 5.80 1,651 -2.88 0.9227
2022-07-06 2022-06-30 13F CATERPILLAR INDUSTRIALS 149123101 9,515 17 0.18 1,700 -19.66 0.9114
2022-04-05 2022-03-31 13F CATERPILLAR INDUSTRIALS 149123101 9,498 521 5.80 2,116 14.01 1.0014
2022-01-13 2021-12-31 13F CATERPILLAR INDUSTRIALS 149123101 8,977 -75 -0.83 1,856 0.54 0.8853
2021-11-16 2021-09-30 13F CATERPILLAR INDUSTRIALS 149123101 9,052 -77 -0.84 1,846 -7.10 0.8780
2021-07-15 2021-06-30 13F CATERPILLAR INDUSTRIALS 149123101 9,129 -190 -2.04 1,987 -8.05 1.0023
2021-04-16 2021-03-31 13F CATERPILLAR INDUSTRIALS 149123101 9,319 590 6.76 2,161 35.40 1.1506
2021-02-12 2020-12-31 13F CATERPILLAR INDUSTRIALS 149123101 8,729 110 1.28 1,596 24.20 0.9595
2020-10-05 2020-09-30 13F CATERPILLAR INDUSTRIALS 149123101 8,619 0 0.00 1,285 12.13 0.8427
2020-08-19 2020-06-30 13F CATERPILLAR INDUSTRIALS 149123101 8,619 -518 -5.67 1,146 8.11 0.7582
2020-04-23 2020-03-31 13F CATERPILLAR INDUSTRIALS 149123101 9,137 610 7.15 1,060 -5.36 0.8652
2020-02-11 2019-12-31 13F CATERPILLAR INDUSTRIALS 149123101 8,527 50 0.59 1,120 4.58 0.7347
2019-10-09 2019-09-30 13F CATERPILLAR INDUSTRIALS 149123101 8,477 -116 -1.35 1,071 -8.54 0.7520
2019-07-15 2019-06-30 13F CATERPILLAR INDUSTRIALS 149123101 8,593 -30 -0.35 1,171 -2.58 0.8171
2019-05-13 2019-03-31 13F CATERPILLAR INDUSTRIALS 149123101 8,623 -1,065 -10.99 1,202 -2.36 0.8249
2019-01-18 2018-12-31 13F CATERPILLAR INDUSTRIALS 149123101 9,688 -121 -1.23 1,231 -17.71 0.9533
2018-10-22 2018-09-30 13F CATERPILLAR INDUSTRIALS 149123101 9,809 -15 -0.15 1,496 12.23 1.0089
2018-07-26 2018-06-30 13F CATERPILLAR INDUSTRIALS 149123101 9,824 -26 -0.26 1,333 -6.19 0.9403
2018-05-03 2018-03-31 13F CATERPILLAR INDUSTRIALS 149123101 9,850 388 4.10 1,421 -4.69 1.0116
2018-01-10 2017-12-31 13F CATERPILLAR INDUSTRIALS 149123101 9,462 -55 -0.58 1,491 25.61 1.0823
2017-10-12 2017-09-30 13F CATERPILLAR INDUSTRIALS 149123101 9,517 -60 -0.63 1,187 15.24 0.9319
2017-08-02 2017-06-30 13F CATERPILLAR INDUSTRIALS 149123101 9,577 -2,960 -23.61 1,030 -11.44 0.8293
2017-04-12 2017-03-31 13F CATERPILLAR INDUSTRIALS 149123101 12,537 -720 -5.43 1,163 -5.37 0.8123
2017-01-17 2016-12-31 13F CATERPILLAR INDUSTRIALS 149123101 13,257 -135 -1.01 1,229 3.45 0.8564
2016-10-21 2016-09-30 13F CATERPILLAR INDUSTRIALS 149123101 13,392 -950 -6.62 1,188 9.19 0.8548
2016-07-13 2016-06-30 13F CATERPILLAR INDUSTRIALS 149123101 14,342 -565 -3.79 1,088 -4.65 0.7744
2016-04-12 2016-03-31 13F CATERPILLAR INDUSTRIALS 149123101 14,907 -200 -1.32 1,141 21.38 0.8465
2016-02-08 2015-12-31 13F CATERPILLAR INDUSTRIALS 149123101 15,107 -1,360 -8.26 940 -12.64 0.7437
2015-10-19 2015-09-30 13F CATERPILLAR INDUSTRIALS 149123101 16,467 55 0.34 1,076 -22.70 0.8671
2015-07-30 2015-06-30 13F CATERPILLAR INDUSTRIALS 149123101 16,412 250 1.55 1,392 7.66 1.0374
2015-04-07 2015-03-31 13F CATERPILLAR INDUSTRIALS 149123101 16,162 16,162 -1.52 1,293 -7.11 0.9665
2015-01-27 2014-12-31 13F CATERPILLAR INDUSTRIALS 149123101 0 -16,112 -100.00 0 -100.00
2014-10-28 2014-09-30 13F CATERPILLAR INDUSTRIALS 149123101 16,112 -150 -0.92 1,596 -9.68 1.2105
2014-07-23 2014-06-30 13F CATERPILLAR INDUSTRIALS 149123101 16,262 -20 -0.12 1,767 9.21 1.3508
2014-04-17 2014-03-31 13F CATERPILLAR INDUSTRIALS 149123101 16,282 -1,155 -6.62 1,618 2.21 1.2901
2014-01-07 2013-12-31 13F CATERPILLAR INDUSTRIALS 149123101 17,437 1,960 12.66 1,583 22.62 1.2828
2013-10-04 2013-09-30 13F CATERPILLAR INDUSTRIALS 149123101 15,477 45 0.29 1,291 1.41 1.1363
2013-08-14 2013-06-30 13F CATERPILLAR INDUSTRIALS 149123101 15,432 15,432 1,273 1.1578
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.