CATERPILLAR INC · CUSIP 149123101 · CIK 1035912
As of 2026-06-30, EADS & HEALD WEALTH MANAGEMENT reported 3.41K CAT (shares), valued at $3.63M, or 1.78% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares decreased 15.50%; reported value increased 27.02%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.78% | 3,413 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 1.43% | 4,039 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 1.47% | 5,300 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 1.31% | 5,756 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 1.16% | 6,033 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 1.04% | 6,208 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 1.15% | 6,442 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 1.14% | 6,133 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 0.98% | 6,091 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 1.06% | 6,204 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 0.91% | 6,372 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 0.90% | 6,296 | SEC filing ↗Filed Oct 27, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.90% | 6,296 | $1.72M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 27, 2023 |
| Q4 2023 | 0.91% | 6,372 | $1.88M | Shares increased 1.21%; reported value increased 9.60%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 1.06% | 6,204 | $2.27M | Shares decreased 2.64%; reported value increased 20.65%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 0.98% | 6,091 | $2.03M | Shares decreased 1.82%; reported value decreased 10.73%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 1.14% | 6,133 | $2.40M | Shares increased 0.69%; reported value increased 18.24%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 1.15% | 6,442 | $2.34M | Shares increased 5.04%; reported value decreased 2.58%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 1.04% | 6,208 | $2.05M | Shares decreased 3.63%; reported value decreased 12.41%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 1.16% | 6,033 | $2.34M | Shares decreased 2.82%; reported value increased 14.41%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 1.31% | 5,756 | $2.75M | Shares decreased 4.59%; reported value increased 17.25%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 1.47% | 5,300 | $3.04M | Shares decreased 7.92%; reported value increased 10.57%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 1.43% | 4,039 | $2.86M | Shares decreased 23.79%; reported value decreased 5.76%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 1.78% | 3,413 | $3.63M | Shares decreased 15.50%; reported value increased 27.02%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.