Caterpillar Inc.
AT ˙ WBAG ˙ US1491231015
€ 798,40 ↓ -5.80 (-0.72%)
2026-06-05
PREÇO DA AÇÃO
SecurityAT:CAT / Caterpillar Inc.
InstitutionFirst Merchants Corp
Latest Disclosed Ownership10,019 shares
Latest Disclosed Value $ 7,098,061
First Merchants Corp reports 5.26% decrease in ownership of CAT / Caterpillar Inc.

On April 16, 2026 - First Merchants Corp filed a 13F-HR form disclosing ownership of 10,019 shares of Caterpillar Inc. (AT:CAT) valued at $5,981,343 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 10,575 shares of Caterpillar Inc.. This represents a change in shares of -5.26% during the quarter. The current value of the position is $7,999,170 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)
2026-04-16 2026-03-31 13F CATERPILLAR Equities 149123101 10,019 -556 -5.26 7,098 17.17 0.2636
2026-01-12 2025-12-31 13F CATERPILLAR Equities 149123101 10,575 -415 -3.78 6,058 15.54 0.2244
2025-10-22 2025-09-30 13F CATERPILLAR Equities 149123101 10,990 -958 -8.02 5,244 13.04 0.1977
2025-07-23 2025-06-30 13F CATERPILLAR Equities 149123101 11,948 -2,320 -16.26 4,638 -1.42 0.1794
2025-04-24 2025-03-31 13F CATERPILLAR Equities 149123101 14,268 -392 -2.67 4,706 -11.53 0.1877
2025-01-30 2024-12-31 13F CATERPILLAR Equities 149123101 14,660 700 5.01 5,318 -2.60 0.2043
2024-10-24 2024-09-30 13F CATERPILLAR Equities 149123101 13,960 10 0.07 5,460 17.52 0.2085
2024-07-25 2024-06-30 13F CATERPILLAR Equities 149123101 13,950 -2,992 -17.66 4,647 -25.15 0.1870
2024-04-25 2024-03-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 16,942 -112 -0.66 6,208 23.11 0.4668
2024-01-25 2023-12-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 17,054 208 1.23 5,042 9.66 0.4132
2023-10-26 2023-09-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 16,846 -194 -1.14 4,599 9.69 0.4099
2023-07-25 2023-06-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 17,040 0 0.00 4,193 7.51 0.3546
2023-04-25 2023-03-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 17,040 -1,653 -8.84 3,899 -12.93 0.3472
2023-01-26 2022-12-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 18,693 810 4.53 4,478 52.62 0.4102
2022-10-25 2022-09-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 17,883 8 0.04 2,934 -8.17 0.2938
2022-07-26 2022-06-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 17,875 88 0.49 3,195 -19.38 0.3157
2022-04-26 2022-03-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 17,787 -50 -0.28 3,963 7.46 0.3244
2022-01-27 2021-12-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 17,837 13 0.07 3,688 7.77 0.2847
2021-10-26 2021-09-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 17,824 -84 -0.47 3,422 -12.19 0.2179
2021-07-26 2021-06-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 17,908 -214 -1.18 3,897 -7.26 0.2533
2021-04-22 2021-03-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 18,122 446 2.52 4,202 30.62 0.2799
2021-01-28 2020-12-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 17,676 -2,123 -10.72 3,217 8.94 0.2216
2020-10-28 2020-09-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 19,799 -102 -0.51 2,953 17.32 0.2249
2020-07-23 2020-06-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 19,901 -388 -1.91 2,517 6.92 0.2123
2020-04-23 2020-03-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 20,289 -180 -0.88 2,354 -22.13 0.3047
2020-01-30 2019-12-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 20,469 -91 -0.44 3,023 16.40 0.3095
2019-10-24 2019-09-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 20,560 -17 -0.08 2,597 -7.38 0.2760
2019-07-25 2019-06-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 20,577 75 0.37 2,804 0.94 0.4462
2019-04-25 2019-03-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 20,502 0 0.00 2,778 6.64 0.4485
2019-01-31 2018-12-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 20,502 150 0.74 2,605 -16.05 0.4999
2018-10-24 2018-09-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 20,352 -57 -0.28 3,103 12.06 0.5087
2018-07-26 2018-06-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 20,409 51 0.25 2,769 -7.70 0.4819
2018-04-26 2018-03-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 20,358 380 1.90 3,000 -4.70 0.5036
2018-01-30 2017-12-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 19,978 481 2.47 3,148 29.49 0.5367
2017-10-31 2017-09-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 19,497 16,262 502.69 2,431 598.56 0.4200
2017-07-27 2017-06-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 3,235 340 11.74 348 29.37 0.0961
2017-04-27 2017-03-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 2,895 0 0.00 269 0.37 0.0749
2017-01-26 2016-12-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 2,895 2,895 268 0.0794
2016-04-26 2016-03-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 0 -3,320 -100.00 0 -100.00
2016-02-01 2015-12-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 3,320 -775 -18.93 226 -15.67 0.0797
2015-10-22 2015-09-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 4,095 -125 -2.96 268 -24.93 0.0957
2015-07-23 2015-06-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 4,220 -175 -3.98 357 1.42 0.1115
2015-04-27 2015-03-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 4,395 4,395 4.15 352 -1.40 0.1086
2015-01-27 2014-12-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 0 -4,795 -100.00 0 -100.00
2014-10-23 2014-09-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 4,795 0 0.00 475 -8.83 0.1518
2014-07-24 2014-06-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 4,795 0 0.00 521 9.22 0.1624
2014-04-29 2014-03-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 4,795 -100 -2.04 477 7.43 0.1538
2014-01-31 2013-12-31 13F CATERPILLAR INC. COM COMMON STOCK 149123101 4,895 215 4.59 444 13.55 0.1458
2013-10-25 2013-09-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 4,680 400 9.35 391 10.76 0.1325
2013-07-23 2013-06-30 13F CATERPILLAR INC. COM COMMON STOCK 149123101 4,280 4,280 353 0.1253
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.