CATERPILLAR INC · CUSIP 149123101 · CIK 1324290
As of 2026-06-30, Altshuler Shaham Ltd reported 4.19K CAT (shares), valued at $4.46M, or 0.06% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 17.84%; reported value increased 23.50%, and weight changed -0.01 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 | 0.06% | 4,187 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 0.07% | 5,096 | SEC filing ↗Filed May 18, 2026 |
| Q4 2025 | 0.03% | 3,172 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 0.00% | 625 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 11.50% | 932,615 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 8.00% | 1,000,626 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 0.00% | 10 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.11% | 4,511 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 3.15% | 275,011 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.12% | 8,042 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 0.18% | 10,756 | SEC filing ↗Filed Feb 7, 2024 |
| Q3 2023 | 0.07% | 9,248 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.07% | 9,248 | $2.52M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 0.18% | 10,756 | $3.18M | Shares increased 16.31%; reported value increased 25.96%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 0.12% | 8,042 | $2.95M | Shares decreased 25.23%; reported value decreased 7.34%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.15% | 275,011 | $91.61M | Shares increased 3319.68%; reported value increased 3008.63%, and weight changed +3.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.11% | 4,511 | $1.76M | Shares decreased 98.36%; reported value decreased 98.07%, and weight changed -3.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.00% | 10 | $3.63K | Shares decreased 99.78%; reported value decreased 99.79%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 8.00% | 1,000,626 | $330.01M | Shares increased 10006160.00%; reported value increased 9095998.54%, and weight changed +8.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 11.50% | 932,615 | $362.05M | Shares decreased 6.80%; reported value increased 9.71%, and weight changed +3.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 0.00% | 625 | $298.22K | Shares decreased 99.93%; reported value decreased 99.92%, and weight changed -11.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 0.03% | 3,172 | $1.82M | Shares increased 407.52%; reported value increased 509.33%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 0.07% | 5,096 | $3.61M | Shares increased 60.66%; reported value increased 98.68%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 0.06% | 4,187 | $4.46M | Shares decreased 17.84%; reported value increased 23.50%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 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.