Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership89,501 shares
Latest Disclosed Value $ 63,408
Amalgamated Bank reports 0.43% decrease in ownership of CAT / Caterpillar Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 89,501 shares of Caterpillar Inc. (US:CAT) valued at $63,407,878 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 89,889 shares of Caterpillar Inc.. This represents a change in shares of -0.43% during the quarter. The current value of the position is $82,894,036 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)
2026-05-08 2026-03-31 13F CATERPILLAR INC COM COM 149123101 89,501 -388 -0.43 63 23.53 0.4852
2026-02-05 2025-12-31 13F CATERPILLAR INC COM COM 149123101 89,889 -2,048 -2.23 51 18.60 0.3717
2025-10-29 2025-09-30 13F CATERPILLAR INC COM COM 149123101 91,937 -1,459 -1.56 44 19.44 0.3134
2025-08-04 2025-06-30 13F CATERPILLAR INC COM COM 149123101 93,396 -5,335 -5.40 36 12.50 0.2799
2025-04-25 2025-03-31 13F CATERPILLAR INC COM COM 149123101 98,731 -205 -0.21 33 -8.57 0.2786
2025-02-04 2024-12-31 13F CATERPILLAR INC COM COM 149123101 98,936 -5,277 -5.06 36 -12.50 0.2946
2024-10-30 2024-09-30 13F CATERPILLAR INC COM COM 149123101 104,213 4,542 4.56 41 21.21 0.3357
2024-08-12 2024-06-30 13F CATERPILLAR INC COM COM 149123101 99,671 -9,195 -8.45 33 -15.38 0.2828
2024-04-23 2024-03-31 13F CATERPILLAR INC COM COM 149123101 108,866 -16,924 -13.45 40 5.41 0.3411
2024-02-06 2023-12-31 13F CATERPILLAR INC COM COM 149123101 125,790 -7,573 -5.68 37 2.78 0.2967
2023-11-08 2023-09-30 13F CATERPILLAR INC COM COM 149123101 133,363 -5,485 -3.95 36 5.88 0.3100
2023-08-11 2023-06-30 13F CATERPILLAR INC COM COM 149123101 138,848 -5,811 -4.02 34 3.03 0.2765
2023-05-02 2023-03-31 13F CATERPILLAR INC COM COM 149123101 144,659 3,614 2.56 33 0.00 0.2822
2023-02-10 2022-12-31 13F CATERPILLAR INC COM COM 149123101 141,045 -1,912 -1.34 34 -99.86 0.3013
2022-11-09 2022-09-30 13F CATERPILLAR INC COM COM 149123101 142,957 1,960 1.39 23,456 -6.94 0.2264
2022-08-15 2022-06-30 13F CATERPILLAR INC COM COM 149123101 140,997 -1,187 -0.83 25,205 -20.44 0.2350
2022-08-25 2022-03-31 13F/A-1 CATERPILLAR INC COM COM 149123101 142,184 3,874 2.80 31,681 10.80 0.2461
2022-06-30 2022-03-31 13F CATERPILLAR INC COM COM 149123101 142,184 3,874 31,681 0.2516
2022-02-15 2021-12-31 13F/A-1 CATERPILLAR COM 149123101 138,310 10,819 8.49 28,594 16.83 0.2110
2022-02-15 2021-12-31 13F CATERPILLAR COM 149123101 138,310 10,819 28,594 0.2110
2021-10-29 2021-09-30 13F CATERPILLAR COM 149123101 127,491 -5,119 -3.86 24,474 -15.20 0.2066
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 132,610 102,963 347.30 28,860 319.84 0.2313
2021-05-13 2021-03-31 13F CATERPILLAR COM 149123101 29,647 -1,065 -3.47 6,874 22.97 0.2578
2021-02-12 2020-12-31 13F CATERPILLAR COM 149123101 30,712 -54 -0.18 5,590 21.81 0.2118
2020-10-30 2020-09-30 13F CATERPILLAR COM 149123101 30,766 -630 -2.01 4,589 15.53 0.1995
2020-08-10 2020-06-30 13F CATERPILLAR COM 149123101 31,396 -48,621 -60.76 3,972 -57.22 0.1838
2020-05-13 2020-03-31 13F CATERPILLAR COM 149123101 80,017 -3,148 -3.79 9,285 -24.40 0.2270
2020-02-13 2019-12-31 13F CATERPILLAR COM 149123101 83,165 3,697 4.65 12,282 22.36 0.2260
2019-11-13 2019-09-30 13F CATERPILLAR COM 149123101 79,468 -37 -0.05 10,038 -7.36 0.2111
2019-08-14 2019-06-30 13F CATERPILLAR COM 149123101 79,505 -6,041 -7.06 10,836 -6.51 0.2529
2019-05-15 2019-03-31 13F CATERPILLAR COM 149123101 85,546 1,614 1.92 11,591 8.68 0.2809
2019-02-15 2018-12-31 13F CATERPILLAR COM 149123101 83,932 -2,975 -3.42 10,665 -19.52 0.3022
2018-11-14 2018-09-30 13F CATERPILLAR COM 149123101 86,907 -2,679 -2.99 13,252 9.03 0.3277
2018-07-18 2018-06-30 13F CATERPILLAR COM 149123101 89,586 7,075 8.57 12,154 -0.05 0.2970
2018-05-22 2018-03-31 13F CATERPILLAR COM 149123101 82,511 7,328 9.75 12,160 2.64 0.3226
2018-02-13 2017-12-31 13F CATERPILLAR COM 149123101 75,183 6,605 9.63 11,847 38.53 0.3206
2017-11-09 2017-09-30 13F CATERPILLAR COM 149123101 68,578 1,493 2.23 8,552 18.63 0.2663
2017-08-10 2017-06-30 13F CATERPILLAR COM 149123101 67,085 27,440 69.21 7,209 96.06 0.2363
2017-05-12 2017-03-31 13F CATERPILLAR COM 149123101 39,645 2,240 5.99 3,677 6.00 0.1830
2017-02-14 2016-12-31 13F CATERPILLAR COM 149123101 37,405 10,639 39.75 3,469 46.00 0.1568
2016-11-15 2016-09-30 13F/A-1 CATERPILLAR COM 149123101 26,766 185 0.70 2,376 7.37 0.1379
2016-11-14 2016-09-30 13F CATERPILLAR COM 149123101 11,874 1,054
2016-08-16 2016-06-30 13F CATERPILLAR COM 149123101 26,581 4,718 21.58 2,213 32.28 0.1280
2016-05-11 2016-03-31 13F CATERPILLAR COM 149123101 21,863 5,732 35.53 1,673 52.65 0.1630
2016-02-10 2015-12-31 13F CATERPILLAR COM 149123101 16,131 -5,197 -24.37 1,096 -21.38 0.1352
2015-11-04 2015-09-30 13F CATERPILLAR COM 149123101 21,328 627 3.03 1,394 -20.62 0.1462
2015-07-10 2015-06-30 13F CATERPILLAR COM 149123101 20,701 531 2.63 1,756 8.80 0.1725
2015-04-22 2015-03-31 13F CATERPILLAR COM 149123101 20,170 20,170 -2.57 1,614 -8.09 0.1970
2015-01-29 2014-12-31 13F CATERPILLAR TRACTOR COM 149123101 0 -17,696 -100.00 0 -100.00
2014-11-14 2014-09-30 13F CATERPILLAR TRACTOR COM 149123101 17,696 360 2.08 1,752 -7.01 0.2607
2014-08-11 2014-06-30 13F CATERPILLAR TRACTOR COM 149123101 17,336 1,231 7.64 1,884 17.75 0.2843
2014-05-12 2014-03-31 13F CATERPILLAR TRACTOR COM 149123101 16,105 -306 -1.86 1,600 7.38 0.2757
2014-02-13 2013-12-31 13F CATERPILLAR TRACTOR COM 149123101 16,411 -160 -0.97 1,490 7.81 0.2533
2013-11-14 2013-09-30 13F CATERPILLAR TRACTOR COM 149123101 16,571 -430 -2.53 1,382 -1.43 0.4440
2013-08-15 2013-06-30 13F CATERPILLAR TRACTOR COM 149123101 17,001 184 1.09 1,402 -4.17 0.5137
2014-02-13 2013-03-31 13F CATERPILLAR TRACTOR COM 149123101 16,817 5,587 49.75 1,463 45.43 0.4151
2014-02-11 2012-12-31 13F CATERPILLAR TRACTOR COM 149123101 11,230 2,200 24.36 1,006 29.47 0.4190
2014-02-11 2012-09-30 13F CATERPILLAR TRACTOR COM 149123101 9,030 285 3.26 777 4.58 0.4935
2014-02-11 2012-06-30 13F CATERPILLAR TRACTOR COM 149123101 8,745 107 1.24 743 -19.24 0.5335
2014-02-11 2012-03-31 13F CATERPILLAR TRACTOR COM 149123101 8,638 -414 -4.57 920 12.20 0.6390
2014-02-11 2011-12-31 13F CATERPILLAR TRACTOR COM 149123101 9,052 0 0.00 820 22.75 0.5893
2014-02-11 2011-09-30 13F CATERPILLAR TRACTOR COM 149123101 9,052 603 7.14 668 -25.70 0.5474
2014-02-11 2011-06-30 13F CATERPILLAR TRACTOR COM 149123101 8,449 147 1.77 899 -2.71 0.6508
2014-02-11 2011-03-31 13F CATERPILLAR TRACTOR COM 149123101 8,302 -408 -4.68 924 13.24 0.6714
2014-02-11 2010-12-31 13F CATERPILLAR TRACTOR COM 149123101 8,710 8,710 816 0.6248
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.