CATERPILLAR INC · CUSIP 149123101 · CIK 1729869
As of 2026-06-30, Allied Investment Advisors, LLC reported 20.08K CAT (shares), valued at $21.39M, or 2.69% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares decreased 48.15%; reported value decreased 22.07%, and weight changed -1.24 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 | 2.69% | 20,083 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 3.93% | 38,736 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 3.64% | 41,070 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 3.30% | 43,509 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 2.97% | 43,731 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 2.69% | 42,984 | SEC filing ↗Filed Apr 8, 2025 |
| Q4 2024 | 3.05% | 41,767 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 3.29% | 42,429 | SEC filing ↗Filed Oct 4, 2024 |
| Q2 2024 | 3.32% | 42,426 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 3.85% | 43,511 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 3.50% | 43,570 | SEC filing ↗Filed Jan 10, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.50% | 43,570 | $12.88M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 3.85% | 43,511 | $15.94M | Shares decreased 0.14%; reported value increased 23.76%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 3.32% | 42,426 | $14.13M | Shares decreased 2.49%; reported value decreased 11.36%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 3.29% | 42,429 | $16.59M | Shares increased 0.01%; reported value increased 17.43%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 4, 2024 |
| Q4 2024 | 3.05% | 41,767 | $15.15M | Shares decreased 1.56%; reported value decreased 8.70%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 2.69% | 42,984 | $14.18M | Shares increased 2.91%; reported value decreased 6.44%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q2 2025 | 2.97% | 43,731 | $16.98M | Shares increased 1.74%; reported value increased 19.76%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 3.30% | 43,509 | $20.76M | Shares decreased 0.51%; reported value increased 22.29%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 3.64% | 41,070 | $23.53M | Shares decreased 5.61%; reported value increased 13.33%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 3.93% | 38,736 | $27.44M | Shares decreased 5.68%; reported value increased 16.64%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 2.69% | 20,083 | $21.39M | Shares decreased 48.15%; reported value decreased 22.07%, and weight changed -1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 2026 |
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