Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionBRYN MAWR TRUST Co
Latest Disclosed Ownership15,340 shares
Latest Disclosed Value $ 10,867,777
BRYN MAWR TRUST Co reports 0.38% increase in ownership of CAT / Caterpillar Inc.

On April 30, 2026 - BRYN MAWR TRUST Co filed a 13F-HR form disclosing ownership of 15,340 shares of Caterpillar Inc. (US:CAT) valued at $10,867,776 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,282 shares of Caterpillar Inc.. This represents a change in shares of 0.38% during the quarter. The current value of the position is $13,871,655 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)
2026-04-30 2026-03-31 13F CATERPILLAR COM 149123101 15,340 58 0.38 10,868 24.14 0.1930
2026-02-12 2025-12-31 13F CATERPILLAR COM 149123101 15,282 987 6.90 8,755 28.36 0.2054
2025-11-20 2025-09-30 13F/A-1 CATERPILLAR COM 149123101 14,295 -5,804 -28.88 6,821 -12.59 0.1644
2025-10-28 2025-09-30 13F CATERPILLAR COM 149123101 17,426 -2,673 8,315 0.0921
2025-07-28 2025-06-30 13F CATERPILLAR COM 149123101 20,099 231 1.16 7,803 19.08 0.1388
2025-05-08 2025-03-31 13F CATERPILLAR COM 149123101 19,868 -2,564 -11.43 6,552 -19.48 0.1224
2025-01-28 2024-12-31 13F Caterpillar COM 149123101 22,432 1,303 6.17 8,137 -1.52 0.1465
2024-11-25 2024-09-30 13F Caterpillar COM 149123101 21,129 12,294 139.15 8,264 180.86 0.1483
2024-08-08 2024-06-30 13F CATERPILLAR COMMON STOCK 149123101 8,835 -24 -0.27 2,943 -9.37 0.1129
2024-05-15 2024-03-31 13F CATERPILLAR COMMON STOCK 149123101 8,859 -20 -0.23 3,246 33.97 0.1245
2023-11-15 2023-09-30 13F CATERPILLAR COMMON STOCK 149123101 8,879 1 0.01 2,424 121,050.00 0.1067
2023-08-11 2023-06-30 13F CATERPILLAR COMMON STOCK 149123101 8,878 -71 -0.79 2 0.00 0.0910
2023-05-15 2023-03-31 13F CATERPILLAR COMMON STOCK 149123101 8,949 -15 -0.17 2 0.00 0.0905
2023-02-13 2022-12-31 13F CATERPILLAR COMMON STOCK 149123101 8,964 0 0.00 2 -99.86 0.0975
2022-11-14 2022-09-30 13F CATERPILLAR COMMON STOCK 149123101 8,964 -750 -7.72 1,471 -15.26 0.0718
2022-08-11 2022-06-30 13F CATERPILLAR COMMON STOCK 149123101 9,714 26 0.27 1,736 -19.56 0.0799
2022-05-16 2022-03-31 13F CATERPILLAR COMMON STOCK 149123101 9,688 217 2.29 2,158 10.21 0.0843
2022-02-10 2021-12-31 13F CATERPILLAR COMMON STOCK 149123101 9,471 0 0.00 1,958 7.70 0.0704
2021-10-26 2021-09-30 13F CATERPILLAR COMMON STOCK 149123101 9,471 -70 -0.73 1,818 -12.47 0.0702
2021-07-29 2021-06-30 13F CATERPILLAR COMMON STOCK 149123101 9,541 71 0.75 2,077 -5.42 0.0792
2021-04-23 2021-03-31 13F CATERPILLAR COMMON STOCK 149123101 9,470 237 2.57 2,196 30.71 0.0877
2021-02-11 2020-12-31 13F CATERPILLAR COMMON STOCK 149123101 9,233 -836 -8.30 1,680 11.85 0.0706
2020-11-12 2020-09-30 13F CATERPILLAR COMMON STOCK 149123101 10,069 -15 -0.15 1,502 17.80 0.0696
2020-08-13 2020-06-30 13F CATERPILLAR COMMON STOCK 149123101 10,084 -1,210 -10.71 1,275 -2.67 0.0627
2020-05-08 2020-03-31 13F CATERPILLAR COMMON STOCK 149123101 11,294 1,005 9.77 1,310 -13.82 0.0770
2020-02-11 2019-12-31 13F CATERPILLAR COMMON STOCK 149123101 10,289 1,467 16.63 1,520 36.32 0.0771
2019-10-24 2019-09-30 13F CATERPILLAR COMMON STOCK 149123101 8,822 -897 -9.23 1,115 -15.85 0.0608
2019-08-15 2019-06-30 13F CATERPILLAR COMMON STOCK 149123101 9,719 -1,502 -13.39 1,325 -12.89 0.0717
2019-05-15 2019-03-31 13F CATERPILLAR COMMON STOCK 149123101 11,221 -1,736 -13.40 1,521 -7.65 0.0828
2019-08-28 2018-12-31 13F/A-1 CATERPILLAR COMMON STOCK 149123101 12,957 -790 -5.75 1,647 -21.46 0.1000
2019-02-15 2018-12-31 13F CATERPILLAR COMMON STOCK 149123101 12,957 -790 1,646
2019-08-28 2018-09-30 13F/A-1 CATERPILLAR COMMON STOCK 149123101 13,747 -620 -4.32 2,097 7.59 0.1104
2018-11-15 2018-09-30 13F CATERPILLAR COMMON STOCK 149123101 13,747 -620 2,096 0.1106
2019-08-27 2018-06-30 13F/A-1 CATERPILLAR COMMON STOCK 149123101 14,367 361 2.58 1,949 -5.62 0.1087
2018-08-14 2018-06-30 13F CATERPILLAR COMMON STOCK 149123101 14,367 361 1,949
2019-08-27 2018-03-31 13F/A-1 CATERPILLAR COMMON STOCK 149123101 14,006 344 2.52 2,065 -4.09 0.1181
2018-05-15 2018-03-31 13F CATERPILLAR COMMON STOCK 149123101 14,006 344 2,064
2019-08-27 2017-12-31 13F/A-1 CATERPILLAR COMMON STOCK 149123101 13,662 -76 -0.55 2,153 25.61 0.1175
2018-02-15 2017-12-31 13F CATERPILLAR COMMON STOCK 149123101 13,662 -76 2,153 0.1179
2019-08-27 2017-09-30 13F/A-1 CATERPILLAR COMMON STOCK 149123101 13,738 234 1.73 1,714 18.13 0.0981
2017-11-14 2017-09-30 13F CATERPILLAR COMMON STOCK 149123101 13,738 234 1,713 0.0973
2017-08-11 2017-06-30 13F CATERPILLAR COMMON STOCK 149123101 13,504 0 0.00 1,451 15.80 0.0863
2017-05-12 2017-03-31 13F CATERPILLAR COMMON STOCK 149123101 13,504 1,590 13.35 1,253 13.39 0.0758
2017-02-03 2016-12-31 13F CATERPILLAR COMMON STOCK 149123101 11,914 -2,014 -14.46 1,105 -10.67 0.0693
2016-11-10 2016-09-30 13F CATERPILLAR COMMON STOCK 149123101 13,928 0 0.00 1,237 17.14 0.0779
2016-08-10 2016-06-30 13F CATERPILLAR COMMON STOCK 149123101 13,928 -941 -6.33 1,056 -7.21 0.0671
2016-05-03 2016-03-31 13F CATERPILLAR COMMON STOCK 149123101 14,869 557 3.89 1,138 17.08 0.0731
2016-02-12 2015-12-31 13F CATERPILLAR COMMON STOCK 149123101 14,312 -1,839 -11.39 972 -7.95 0.0609
2015-11-09 2015-09-30 13F CATERPILLAR COMMON STOCK 149123101 16,151 -324 -1.97 1,056 -24.41 0.0676
2015-08-25 2015-06-30 13F CATERPILLAR COMMON STOCK 149123101 16,475 -410 -2.43 1,397 3.40 0.0812
2015-05-12 2015-03-31 13F CATERPILLAR COMMON STOCK 149123101 16,885 1,159 7.37 1,351 -6.18 0.0769
2015-02-17 2014-12-31 13F CATERPILLAR COMMON STOCK 149123101 15,726 -24 -0.15 1,440 -7.69 0.0808
2014-11-14 2014-09-30 13F CATERPILLAR COMMON 149123101 15,750 -3,439 -17.92 1,560 -25.18 0.0885
2014-08-07 2014-06-30 13F CATERPILLAR COMMON 149123101 19,189 -88 -0.46 2,085 8.88 0.1149
2014-05-13 2014-03-31 13F CATERPILLAR COMMON 149123101 19,277 -1,383 -6.69 1,915 2.08 0.1072
2014-02-14 2013-12-31 13F CATERPILLAR COMMON 149123101 20,660 -328 -1.56 1,876 7.20 0.1056
2013-11-06 2013-09-30 13F CATERPILLAR COMMON 149123101 20,988 310 1.50 1,750 2.58 0.1079
2013-08-09 2013-06-30 13F CATERPILLAR COMMON 149123101 20,678 -840 -3.90 1,706 -8.82 0.1103
2013-05-20 2013-03-31 13F CATERPILLAR COMMON STOCK 149123101 21,518 21,518 1,871 0.1207
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.