CATERPILLAR INC · CUSIP 149123101 · CIK 1709632
As of 2026-06-30, Vest Financial, LLC reported 76.07K CAT (shares), valued at $81.00M, or 0.85% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 20.26%; reported value increased 19.86%, and weight changed +0.04 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 | 0.85% | 76,066 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 0.81% | 95,392 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 0.80% | 109,763 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 0.87% | 140,312 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 1.05% | 190,846 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 0.73% | 141,770 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 0.97% | 150,834 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 1.12% | 149,172 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 0.96% | 120,161 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 1.24% | 127,718 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.19% | 108,386 | SEC filing ↗Filed Jan 11, 2024 |
| Q3 2023 | 1.30% | 86,963 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.30% | 86,963 | $23.74M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 1.19% | 108,386 | $32.05M | Shares increased 24.63%; reported value increased 34.98%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 11, 2024 |
| Q1 2024 | 1.24% | 127,718 | $46.80M | Shares increased 17.84%; reported value increased 46.04%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 0.96% | 120,161 | $40.03M | Shares decreased 5.92%; reported value decreased 14.47%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 1.12% | 149,172 | $58.34M | Shares increased 24.14%; reported value increased 45.77%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 0.97% | 150,834 | $54.72M | Shares increased 1.11%; reported value decreased 6.22%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 0.73% | 141,770 | $46.76M | Shares decreased 6.01%; reported value decreased 14.55%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 1.05% | 190,846 | $74.09M | Shares increased 34.62%; reported value increased 58.46%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 0.87% | 140,312 | $66.95M | Shares decreased 26.48%; reported value decreased 9.64%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 0.80% | 109,763 | $62.88M | Shares decreased 21.77%; reported value decreased 6.08%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 0.81% | 95,392 | $67.58M | Shares decreased 13.09%; reported value increased 7.48%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 0.85% | 76,066 | $81.00M | Shares decreased 20.26%; reported value increased 19.86%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 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.