CATERPILLAR INC · CUSIP 149123101 · CIK 1356407
As of 2026-06-30, Indiana Trust & Investment Management Co reported 10.56K CAT (shares), valued at $11.24M, or 3.07% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 0.40%; reported value increased 50.91%, and weight changed +0.77 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 | 3.07% | 10,557 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 2.30% | 10,515 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 1.61% | 9,519 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 1.22% | 8,434 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 0.97% | 7,549 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 0.89% | 7,454 | SEC filing ↗Filed May 21, 2025 |
| Q4 2024 | 0.90% | 7,299 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 0.88% | 6,574 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 0.67% | 5,480 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 0.80% | 5,416 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 0.73% | 5,501 | SEC filing ↗Filed Jan 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.73% | 5,501 | $1.63M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 0.80% | 5,416 | $1.98M | Shares decreased 1.55%; reported value increased 22.02%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 0.67% | 5,480 | $1.83M | Shares increased 1.18%; reported value decreased 8.02%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 0.88% | 6,574 | $2.57M | Shares increased 19.96%; reported value increased 40.86%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 0.90% | 7,299 | $2.65M | Shares increased 11.03%; reported value increased 2.98%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 0.89% | 7,454 | $2.46M | Shares increased 2.12%; reported value decreased 7.16%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 21, 2025 |
| Q2 2025 | 0.97% | 7,549 | $2.93M | Shares increased 1.27%; reported value increased 19.21%, 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, 2025 |
| Q3 2025 | 1.22% | 8,434 | $4.02M | Shares increased 11.72%; reported value increased 37.32%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 1.61% | 9,519 | $5.45M | Shares increased 12.86%; reported value increased 35.51%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 2.30% | 10,515 | $7.45M | Shares increased 10.46%; reported value increased 36.61%, and weight changed +0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 3.07% | 10,557 | $11.24M | Shares increased 0.40%; reported value increased 50.91%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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