SEC 13F Intelligence

Amalgamated Bank / CAT

Amalgamated Bank’s Caterpillar Inc Position

Does Amalgamated Bank own Caterpillar Inc (CAT)? Yes89.5K shares worth $63M (+0.49% of its 13F portfolio) as of Q1 2026, down from 89.9K shares the prior filed quarter.

Position Value
$63M
Q1 2026
Shares
89.5K
% of Portfolio
+0.49%
Quarters Held
29
currently held

Position History CAT

Reported value by quarter
Q1 ’19: $12MQ1 ’19Q2 ’19: $11MQ3 ’19: $10MQ4 ’19: $12MQ1 ’20: $9MQ1 ’20Q2 ’20: $4MQ3 ’20: $5MQ4 ’20: $6MQ1 ’21: $7MQ1 ’21Q2 ’21: $29MQ3 ’21: $24MQ4 ’21: $29MQ1 ’22: $32MQ1 ’22Q2 ’22: $25MQ3 ’22: $23MQ4 ’22: $34MQ1 ’23: $33MQ1 ’23Q2 ’23: $34MQ3 ’23: $36MQ4 ’23: $37MQ1 ’24: $40MQ1 ’24Q2 ’24: $33MQ3 ’24: $41MQ4 ’24: $36MQ1 ’25: $33MQ1 ’25Q2 ’25: $36MQ3 ’25: $44MQ4 ’25: $51MQ1 ’26: $63MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202689.5K$63M+0.49%
Q4 202589.9K$51M+0.37%
Q3 202591.9K$44M+0.31%
Q2 202593.4K$36M+0.28%
Q1 202598.7K$33M+0.28%
Q4 202498.9K$36M+0.29%
Q3 2024104.2K$41M+0.34%
Q2 202499.7K$33M+0.28%
Q1 2024108.9K$40M+0.34%
Q4 2023125.8K$37M+0.30%
Q3 2023133.4K$36M+0.31%
Q2 2023138.8K$34M+0.28%
Q1 2023144.7K$33M+0.28%
Q4 2022141.0K$34M+0.30%
Q3 2022143.0K$23M+0.23%
Q2 2022141.0K$25M+0.23%
Q1 2022142.2K$32M+0.25%
Q4 2021138.3K$29M+0.21%
Q3 2021127.5K$24M+0.21%
Q2 2021132.6K$29M+0.23%
Q1 202129.6K$7M+0.26%
Q4 202030.7K$6M+0.21%
Q3 202030.8K$5M+0.20%
Q2 202031.4K$4M+0.18%
Q1 202080.0K$9M+0.23%
Q4 201983.2K$12M+0.23%
Q3 201979.5K$10M+0.21%
Q2 201979.5K$11M+0.25%
Q1 201985.5K$12M+0.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amalgamated Bank’s full portfolio or all institutional holders of CAT.