Caterpillar Inc.
US ˙ NYSE ˙ US1491231015

SecurityCAT / Caterpillar Inc.
InstitutionHancock Whitney Corp
Latest Disclosed Ownership2,939 shares
Latest Disclosed Value $ 2,496,145
Hancock Whitney Corp reports 1.31% decrease in ownership of CAT / Caterpillar Inc.

On May 15, 2026 - Hancock Whitney Corp filed a 13F-HR form disclosing ownership of 2,939 shares of Caterpillar Inc. (US:CAT) valued at $2,082,164 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,978 shares of Caterpillar Inc.. This represents a change in shares of -1.31% during the quarter. The current value of the position is $2,722,043 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)
2026-05-15 2026-03-31 13F CATERPILLAR COM 149123101 2,939 -39 -1.31 2,496 46.31 0.0434
2026-02-17 2025-12-31 13F CATERPILLAR COM 149123101 2,978 -72 -2.36 1,706 17.25 0.0308
2025-11-17 2025-09-30 13F CATERPILLAR COM 149123101 3,050 -199 -6.12 1,455 15.38 0.0265
2025-08-14 2025-06-30 13F CATERPILLAR COM 149123101 3,249 460 16.49 1,261 37.21 0.0241
2025-05-15 2025-03-31 13F CATERPILLAR COM 149123101 2,789 221 8.61 920 -1.29 0.0300
2025-02-14 2024-12-31 13F CATERPILLAR COM 149123101 2,568 -45 -1.72 932 -8.81 0.0295
2024-11-13 2024-09-30 13F CATERPILLAR COM 149123101 2,613 -57 -2.13 1,022 14.85 0.0329
2024-08-13 2024-06-30 13F CATERPILLAR COMMON STOCK 149123101 2,670 -131 -4.68 889 -13.35 0.0302
2024-05-16 2024-03-31 13F CATERPILLAR COMMON STOCK 149123101 2,801 -168 -5.66 1,026 16.99 0.0354
2024-02-14 2023-12-31 13F CATERPILLAR COM 149123101 2,969 -74 -2.43 878 5.66 0.0326
2023-11-13 2023-09-30 13F CATERPILLAR COM 149123101 3,043 -570 -15.78 831 -6.64 0.0342
2023-11-13 2023-06-30 13F/A-1 CATERPILLAR COM 149123101 3,613 -62 -1.69 889 5.71 0.0350
2023-08-10 2023-06-30 13F CATERPILLAR COM 149123101 3,613 -62 1 0.0350
2023-11-13 2023-03-31 13F/A-2 CATERPILLAR COM 149123101 3,675 266 7.80 841 2.94 0.0337
2023-05-16 2023-03-31 13F/A-1 CATERPILLAR COM 149123101 3,675 266 1 0.0180
2023-05-15 2023-03-31 13F CATERPILLAR COM 149123101 3,409 0 1 0.0169
2023-11-13 2022-12-31 13F/A-1 CATERPILLAR COM 149123101 3,409 -128 -3.62 817 40.86 0.0315
2023-02-03 2022-12-31 13F CATERPILLAR COM 149123101 3,409 -128 1 0.0315
2022-10-26 2022-09-30 13F CATERPILLAR COM 149123101 3,537 -298 -7.77 580 -15.45 0.0248
2022-08-08 2022-06-30 13F CATERPILLAR COM 149123101 3,835 -126 -3.18 686 -22.22 0.0274
2022-05-12 2022-03-31 13F CATERPILLAR COM 149123101 3,961 -340 -7.91 882 -0.90 0.0300
2022-01-25 2021-12-31 13F CATERPILLAR COM 149123101 4,301 524 13.87 890 22.76 0.0280
2021-11-04 2021-09-30 13F CATERPILLAR COM 149123101 3,777 -256 -6.35 725 -17.33 0.0253
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 4,033 417 11.53 877 4.53 0.0280
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 3,616 -20 -0.55 839 26.74 0.0285
2021-02-09 2020-12-31 13F CATERPILLAR COM 149123101 3,636 -153 -4.04 662 17.17 0.0221
2020-11-05 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 3,789 -68 -1.76 565 15.78 0.0209
2020-07-30 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,857 -229 -5.60 488 2.95 0.0187
2020-05-08 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 4,086 -685 -14.36 474 -32.77 0.0186
2020-02-06 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 4,771 -752 -13.62 705 1.00 0.0227
2019-10-29 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 5,523 -192 -3.36 698 -10.40 0.0229
2019-08-29 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 5,715 14 0.25 779 0.91 0.0249
2019-05-13 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 5,701 -1,264 -18.15 772 -12.77 0.0248
2019-02-14 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 6,965 708 11.32 885 -7.23 0.0299
2018-11-14 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 6,257 -329 -5.00 954 6.71 0.0270
2018-08-14 2018-06-30 13F CATERPILLAR COMMON STOCK 149123101 6,586 34 0.52 894 -7.45 0.0412
2018-05-15 2018-03-31 13F CATERPILLAR COMMON STOCK 149123101 6,552 -1,923 -22.69 966 -27.64 0.0433
2018-02-12 2017-12-31 13F CATERPILLAR COMMON STOCK 149123101 8,475 -164 -1.90 1,335 23.96 0.0553
2017-11-14 2017-09-30 13F CATERPILLAR COMMON STOCK 149123101 8,639 8,639 1,077 0.0456
2015-11-16 2015-09-30 13F CATERPILLAR COM 149123101 0 0 0 0.0000
2015-02-17 2014-12-31 13F CATERPILLAR COM 149123101 0 -181,870 -100.00 0 -100.00
2014-11-13 2014-09-30 13F CATERPILLAR COM 149123101 181,870 2,630 1.47 18,010 -6.62 0.6853
2014-08-14 2014-06-30 13F CATERPILLAR COM 149123101 179,240 174,610 3,771.27 19,286 4,092.61 0.6988
2014-05-15 2014-03-31 13F CATERPILLAR COM 149123101 4,630 4,630 460 0.0179
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.