Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionRockland Trust Co
Latest Disclosed Ownership3,363 shares
Latest Disclosed Value $ 2,382,551
Rockland Trust Co reports 10.75% decrease in ownership of CAT / Caterpillar Inc.

On April 16, 2026 - Rockland Trust Co filed a 13F-HR form disclosing ownership of 3,363 shares of Caterpillar Inc. (MX:CAT) valued at $2,382,551 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 3,768 shares of Caterpillar Inc.. This represents a change in shares of -10.75% 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)
2026-04-16 2026-03-31 13F CATERPILLAR COM 149123101 3,363 -405 -10.75 2,383 10.38 0.0889
2026-01-15 2025-12-31 13F CATERPILLAR COM 149123101 3,768 3 0.08 2,159 20.16 0.0850
2025-11-06 2025-09-30 13F CATERPILLAR COM 149123101 3,765 0 0.00 1,796 22.93 0.0736
2025-07-10 2025-06-30 13F CATERPILLAR COM 149123101 3,765 -587 -13.49 1,462 1.81 0.0712
2025-04-16 2025-03-31 13F CATERPILLAR COM 149123101 4,352 -598 -12.08 1,435 -20.06 0.0721
2025-01-14 2024-12-31 13F Caterpillar COM 149123101 4,950 310 6.68 1,796 -1.05 0.0913
2024-10-03 2024-09-30 13F Caterpillar COM 149123101 4,640 -1,041 -18.32 1,815 -4.12 0.0893
2024-07-23 2024-06-30 13F Caterpillar COM 149123101 5,681 -76 -1.32 1,892 -10.29 0.0998
2024-04-11 2024-03-31 13F Caterpillar COM 149123101 5,757 -1,315 -18.59 2,110 0.91 0.1112
2024-01-11 2023-12-31 13F Caterpillar COM 149123101 7,072 22 0.31 2,091 8.63 0.1145
2023-10-26 2023-09-30 13F Caterpillar COM 149123101 7,050 99 1.42 1,925 12.51 0.1158
2023-07-27 2023-06-30 13F Caterpillar COM 149123101 6,951 151 2.22 1,710 9.90 0.1022
2023-04-24 2023-03-31 13F Caterpillar COM 149123101 6,800 -181 -2.59 1,556 155,500.00 0.0978
2023-01-24 2022-12-31 13F Caterpillar COM 149123101 6,981 2,958 73.53 2 -99.85 0.1062
2022-10-19 2022-09-30 13F Caterpillar COM 149123101 4,023 -81 -1.97 660 -10.08 0.0471
2022-07-13 2022-06-30 13F Caterpillar COM 149123101 4,104 0 0.00 734 -19.78 0.0508
2022-04-18 2022-03-31 13F Caterpillar COM 149123101 4,104 1,756 74.79 915 88.27 0.0582
2022-01-27 2021-12-31 13F Caterpillar COM 149123101 2,348 503 27.26 486 37.29 0.0310
2021-10-25 2021-09-30 13F Caterpillar COM 149123101 1,845 0 0.00 354 -11.72 0.0247
2021-07-21 2021-06-30 13F Caterpillar COM 149123101 1,845 -602 -24.60 401 -29.28 0.0277
2021-04-22 2021-03-31 13F Caterpillar COM 149123101 2,447 -46 -1.85 567 24.89 0.0408
2021-01-04 2020-12-31 13F Caterpillar COM 149123101 2,493 -105 -4.04 454 17.01 0.0353
2020-10-08 2020-09-30 13F Caterpillar COM 149123101 2,598 28 1.09 388 19.38 0.0333
2020-07-09 2020-06-30 13F Caterpillar COM 149123101 2,570 -177 -6.44 325 2.20 0.0292
2020-04-16 2020-03-31 13F Caterpillar COM 149123101 2,747 -76 -2.69 318 -23.74 0.0324
2020-01-06 2019-12-31 13F Caterpillar COM 149123101 2,823 -195 -6.46 417 15.19 0.0343
2019-10-11 2019-09-30 13F Caterpillar COM 149123101 3,018 -147 -4.64 362 -16.01 0.0329
2019-07-05 2019-06-30 13F CATERPILLAR COMMON STOCK 149123101 3,165 340 12.04 431 12.53 0.0427
2019-04-08 2019-03-31 13F CATERPILLAR COMMON STOCK 149123101 2,825 -25 -0.88 383 5.80 0.0406
2019-01-16 2018-12-31 13F CATERPILLAR COMMON STOCK 149123101 2,850 -316 -9.98 362 -25.05 0.0444
2018-10-05 2018-09-30 13F CATERPILLAR COMMON STOCK 149123101 3,166 0 0.00 483 12.33 0.0590
2018-07-06 2018-06-30 13F CATERPILLAR COMMON STOCK 149123101 3,166 -141 -4.26 430 -11.70 0.0555
2018-04-10 2018-03-31 13F CATERPILLAR COMMON STOCK 149123101 3,307 -21 -0.63 487 -7.06 0.0644
2018-01-11 2017-12-31 13F CATERPILLAR COMMON STOCK 149123101 3,328 421 14.48 524 44.35 0.0674
2017-11-01 2017-09-30 13F CATERPILLAR COMMON STOCK 149123101 2,907 -434 -12.99 363 1.11 0.0543
2017-08-01 2017-06-30 13F CATERPILLAR COMMON STOCK 149123101 3,341 -17,027 -83.60 359 -81.00 0.0562
2017-04-20 2017-03-31 13F CATERPILLAR COMMON STOCK 149123101 20,368 -1,883 -8.46 1,889 -8.48 0.2981
2017-01-30 2016-12-31 13F CATERPILLAR COMMON STOCK 149123101 22,251 -134 -0.60 2,064 3.88 0.3306
2016-10-27 2016-09-30 13F CATERPILLAR COMMON STOCK 149123101 22,385 -103 -0.46 1,987 16.54 0.3442
2016-07-20 2016-06-30 13F/A-1 CATERPILLAR COMMON STOCK 149123101 22,488 1,800 8.70 1,705 7.71 0.2949
2016-07-20 2016-06-30 13F CATERPILLAR COMMON STOCK 149123101 20,688 1,583
2016-05-04 2016-03-31 13F CATERPILLAR COMMON STOCK 149123101 20,688 12,045 139.36 1,583 169.68 0.2841
2016-01-28 2015-12-31 13F CATERPILLAR COMMON STOCK 149123101 8,643 507 6.23 587 10.34 0.1034
2015-10-28 2015-09-30 13F CATERPILLAR COMMON STOCK 149123101 8,136 8,136 532 0.1045
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.