CATERPILLAR INC · CUSIP 149123101 · CIK 1706016
As of 2026-06-30, Family Legacy, Inc. reported 13.96K CAT (shares), valued at $14.87M, or 3.97% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 3.20%; reported value increased 45.51%, and weight changed +0.90 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 | 3.97% | 13,961 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 3.07% | 14,422 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 2.69% | 15,676 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 2.36% | 16,152 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 2.11% | 16,710 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 1.89% | 16,669 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 2.04% | 16,665 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 2.23% | 17,156 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 2.03% | 16,999 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 2.36% | 17,920 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 2.19% | 19,391 | SEC filing ↗Filed Jan 17, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.19% | 19,391 | $5.73M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 2.36% | 17,920 | $6.57M | Shares decreased 7.59%; reported value increased 14.53%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 2.03% | 16,999 | $5.66M | Shares decreased 5.14%; reported value decreased 13.77%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 2.23% | 17,156 | $6.71M | Shares increased 0.92%; reported value increased 18.51%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 2.04% | 16,665 | $6.02M | Shares decreased 2.86%; reported value decreased 10.33%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 1.89% | 16,669 | $5.50M | Shares increased 0.02%; reported value decreased 8.64%, 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, 2025 |
| Q2 2025 | 2.11% | 16,710 | $6.49M | Shares increased 0.25%; reported value increased 18.00%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 2.36% | 16,152 | $7.71M | Shares decreased 3.34%; reported value increased 18.81%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.69% | 15,676 | $8.98M | Shares decreased 2.95%; reported value increased 16.52%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 3.07% | 14,422 | $10.22M | Shares decreased 8.00%; reported value increased 13.78%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 3.97% | 13,961 | $14.87M | Shares decreased 3.20%; reported value increased 45.51%, and weight changed +0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 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.