캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionPeoples Financial Services Corp.
Latest Disclosed Ownership2,125 shares
Latest Disclosed Value $ 1,505,463
Peoples Financial Services Corp. reports 1.48% decrease in ownership of CAT / Caterpillar Inc.

On April 20, 2026 - Peoples Financial Services Corp. filed a 13F-HR form disclosing ownership of 2,125 shares of Caterpillar Inc. (MX:CAT) valued at $1,505,463 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,157 shares of Caterpillar Inc.. This represents a change in shares of -1.48% 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)
2026-04-20 2026-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,125 -32 -1.48 1,505 21.86 0.4296
2026-01-26 2025-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,157 -100 -4.43 1,236 14.78 0.5763
2025-10-28 2025-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,257 55 2.50 1,077 26.00 0.4863
2025-07-17 2025-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,202 -598 -21.36 855 -7.48 0.4224
2025-04-30 2025-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,800 -108 -3.71 923 -12.43 0.4436
2025-01-14 2024-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,908 -10 -0.34 1,055 -7.62 0.4887
2024-10-16 2024-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,918 -10 -0.34 1,141 17.03 0.5171
2024-07-25 2024-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,928 9 0.31 975 -8.79 0.4411
2024-04-17 2024-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,919 -391 -11.81 1,070 9.30 0.4643
2024-01-24 2023-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 3,310 71 2.19 979 10.63 0.4242
2023-10-13 2023-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 3,239 40 1.25 884 12.33 0.4165
2023-07-11 2023-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 3,199 12 0.38 787 7.96 0.3530
2023-04-13 2023-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 3,187 559 21.27 729 15.90 0.3406
2023-01-12 2022-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,628 25 0.96 630 47.31 0.2946
2022-10-07 2022-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,603 766 41.70 427 30.18 0.2203
2022-07-07 2022-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 1,837 448 32.25 328 5.81 0.1555
2022-04-15 2022-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 1,389 714 105.78 310 121.43 0.1341
2022-01-19 2021-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 675 0 0.00 140 8.53 0.0544
2021-10-15 2021-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 675 0 0.00 129 -12.24 0.0545
2021-07-14 2021-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 675 0 0.00 147 -5.77 0.0616
2021-04-15 2021-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 675 0 0.00 156 26.83 0.0678
2021-01-12 2020-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 675 0 0.00 123 23.00 0.0566
2020-10-07 2020-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 675 0 0.00 100 17.65 0.0503
2020-07-10 2020-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 675 0 0.00 85 7.59 0.0448
2020-04-09 2020-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 675 0 0.00 79 -21.00 0.0464
2020-01-17 2019-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 675 0 0.00 100 17.65 0.0472
2019-10-16 2019-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 675 225 50.00 85 39.34 0.0425
2019-07-11 2019-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 450 0 0.00 61 0.00 0.0309
2019-04-18 2019-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 450 0 0.00 61 7.02 0.0312
2019-01-14 2018-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 450 0 0.00 57 -17.39 0.0324
2018-10-12 2018-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 450 0 0.00 69 13.11 0.0349
2018-07-10 2018-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 450 0 0.00 61 -7.58 0.0342
2018-04-25 2018-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 450 0 0.00 66 -7.04 0.0377
2018-01-17 2017-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 450 0 0.00 71 26.79 0.0389
2017-10-18 2017-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 450 0 0.00 56 16.67 0.0318
2017-07-17 2017-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 450 0 0.00 48 14.29 0.0281
2017-04-17 2017-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 450 -1,800 -80.00 42 -75.44 0.0250
2017-01-12 2016-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,250 1,000 80.00 171 54.05 0.1056
2016-10-20 2016-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 1,250 -1,000 -44.44 111 -35.09 0.0690
2016-07-20 2016-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,250 0 0.00 171 -0.58 0.1056
2016-04-14 2016-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,250 -100 -4.26 172 7.50 0.1084
2016-01-27 2015-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,350 -1,150 -32.86 160 -29.82 0.1055
2015-10-19 2015-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 3,500 300 9.38 228 -15.87 0.1624
2015-07-09 2015-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 3,200 200 6.67 271 12.92 0.1811
2015-04-09 2015-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 3,000 300 11.11 240 -2.83 0.1587
2015-01-15 2014-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,700 0 0.00 247 -7.84 0.1612
2014-10-29 2014-09-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,700 0 0.00 268 -8.84 0.1811
2014-07-15 2014-06-30 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,700 -100 -3.57 294 5.38 0.1867
2014-04-07 2014-03-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 2,800 -790 -22.01 279 -14.42 0.2071
2014-01-08 2013-12-31 13F CATERPILLAR INC DEL COM COMMON STOCK 149123101 3,590 3,590 326 0.2150
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.