Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionCitizens & Northern Corp
Latest Disclosed Ownership4,487 shares
Latest Disclosed Value $ 3,178,860
Citizens & Northern Corp reports 6.48% increase in ownership of CAT / Caterpillar Inc.

On April 27, 2026 - Citizens & Northern Corp filed a 13F-HR form disclosing ownership of 4,487 shares of Caterpillar Inc. (MX:CAT) valued at $3,178,860 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 4,214 shares of Caterpillar Inc.. This represents a change in shares of 6.48% 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)
2026-04-27 2026-03-31 13F Caterpillar COM 149123101 4,487 273 6.48 3,179 31.65 0.7927
2026-01-28 2025-12-31 13F Caterpillar COM 149123101 4,214 3,084 272.92 2,414 347.87 0.5982
2025-10-24 2025-09-30 13F Caterpillar COM 149123101 1,130 179 18.82 539 46.07 0.1336
2025-07-30 2025-06-30 13F Caterpillar COM 149123101 951 19 2.04 369 20.20 0.0988
2025-04-21 2025-03-31 13F Caterpillar COM 149123101 932 7 0.76 307 -8.36 0.0867
2025-01-31 2024-12-31 13F Caterpillar COM 149123101 925 0 0.00 336 -7.20 0.0919
2024-11-04 2024-09-30 13F Caterpillar COM 149123101 925 0 0.00 362 17.21 0.1086
2024-07-30 2024-06-30 13F Caterpillar COM 149123101 925 0 0.00 308 -8.88 0.0964
2024-05-13 2024-03-31 13F Caterpillar COM 149123101 925 0 0.00 339 23.81 0.1146
2024-02-09 2023-12-31 13F Caterpillar COM 149123101 925 0 0.00 273 8.33 0.0976
2023-11-13 2023-09-30 13F Caterpillar COM 149123101 925 0 0.00 253 11.01 0.1014
2023-08-11 2023-06-30 13F Caterpillar COM 149123101 925 0 0.00 228 7.58 0.0860
2023-05-05 2023-03-31 13F Caterpillar COM 149123101 925 0 0.00 212 -4.52 0.0826
2023-02-14 2022-12-31 13F Caterpillar COM 149123101 925 925 222 0.0915
2022-08-04 2022-06-30 13F Caterpillar COM 149123101 0 -925 -100.00 0 -100.00
2022-05-12 2022-03-31 13F Caterpillar COM 149123101 925 925 206 0.0761
2021-11-04 2021-09-30 13F Caterpillar COM 149123101 0 -925 -100.00 0 -100.00
2021-08-02 2021-06-30 13F Caterpillar COM 149123101 925 0 0.00 201 -6.07 0.0754
2021-05-11 2021-03-31 13F Caterpillar COM 149123101 925 925 214 0.0847
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.