CATERPILLAR INC · CUSIP 149123101 · CIK 1689144
As of 2026-06-30, Legacy Bridge, LLC reported 7.68K CAT (shares), valued at $8.18M, or 2.53% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 0.13%; reported value increased 50.51%, and weight changed +0.46 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 | 2.53% | 7,679 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 2.07% | 7,669 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 1.71% | 7,365 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 1.43% | 7,202 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 1.34% | 7,272 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 1.28% | 6,972 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 1.35% | 7,148 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 1.51% | 7,148 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 1.40% | 7,136 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 1.53% | 7,136 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 1.37% | 7,130 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | 1.39% | 7,130 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.39% | 7,130 | $1.95M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 1.37% | 7,130 | $2.11M | Shares unchanged; reported value increased 8.30%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 1.53% | 7,136 | $2.61M | Shares increased 0.08%; reported value increased 24.04%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 1.40% | 7,136 | $2.38M | Shares unchanged; reported value decreased 9.10%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 1.51% | 7,148 | $2.80M | Shares increased 0.17%; reported value increased 17.62%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 1.35% | 7,148 | $2.59M | Shares unchanged; reported value decreased 7.25%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 1.28% | 6,972 | $2.30M | Shares decreased 2.46%; reported value decreased 11.32%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 1.34% | 7,272 | $2.82M | Shares increased 4.30%; reported value increased 22.78%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 1.43% | 7,202 | $3.44M | Shares decreased 0.96%; reported value increased 21.73%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 1.71% | 7,365 | $4.22M | Shares increased 2.26%; reported value increased 22.78%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 2.07% | 7,669 | $5.43M | Shares increased 4.13%; reported value increased 28.77%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 2.53% | 7,679 | $8.18M | Shares increased 0.13%; reported value increased 50.51%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 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.