CATERPILLAR INC · CUSIP 149123101 · CIK 1729515
As of 2026-06-30, Aries Wealth Management reported 17.52K CAT (shares), valued at $18.66M, or 3.66% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 0.37%; reported value increased 49.76%, and weight changed +0.92 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 | 3.66% | 17,525 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 2.74% | 17,590 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 2.25% | 17,753 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 2.03% | 17,975 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 1.82% | 17,892 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 1.61% | 17,992 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 1.80% | 17,992 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 1.93% | 17,992 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 1.90% | 18,092 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 2.14% | 18,128 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 1.91% | 18,128 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | 1.97% | 18,628 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.97% | 18,628 | $5.04M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 1.91% | 18,128 | $5.36M | Shares decreased 2.68%; reported value increased 6.26%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 2.14% | 18,128 | $6.64M | Shares unchanged; reported value increased 23.93%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 1.90% | 18,092 | $6.03M | Shares decreased 0.20%; reported value decreased 9.28%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 1.93% | 17,992 | $7.04M | Shares decreased 0.55%; reported value increased 16.77%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 1.80% | 17,992 | $6.53M | Shares unchanged; reported value decreased 7.25%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 1.61% | 17,992 | $5.93M | Shares unchanged; reported value decreased 9.09%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 1.82% | 17,892 | $6.95M | Shares decreased 0.56%; reported value increased 17.06%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 2.03% | 17,975 | $8.58M | Shares increased 0.46%; reported value increased 23.48%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.25% | 17,753 | $10.17M | Shares decreased 1.24%; reported value increased 18.58%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 2.74% | 17,590 | $12.46M | Shares decreased 0.92%; reported value increased 22.53%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 3.66% | 17,525 | $18.66M | Shares decreased 0.37%; reported value increased 49.76%, and weight changed +0.92 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.