CATERPILLAR INC · CUSIP 149123101 · CIK 1800620
As of 2026-06-30, Sound Financial Strategies Group, LLC reported 541 CAT (shares), valued at $576.11K, or 0.37% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 1.10%; reported value increased 48.66%, and weight changed +0.11 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 | 0.37% | 541 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.26% | 547 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 0.65% | 1,600 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 0.63% | 1,810 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 0.56% | 1,715 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 0.64% | 2,181 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 0.70% | 2,321 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 0.65% | 2,060 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.58% | 2,002 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 0.68% | 2,242 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 0.58% | 2,333 | SEC filing ↗Filed Feb 2, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.58% | 2,333 | $689.80K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 0.68% | 2,242 | $821.54K | Shares decreased 3.90%; reported value increased 19.10%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 0.58% | 2,002 | $666.87K | Shares decreased 10.70%; reported value decreased 18.83%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 0.65% | 2,060 | $805.71K | Shares increased 2.90%; reported value increased 20.82%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.70% | 2,321 | $841.97K | Shares increased 12.67%; reported value increased 4.50%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 0.64% | 2,181 | $719.29K | Shares decreased 6.03%; reported value decreased 14.57%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 0.56% | 1,715 | $665.78K | Shares decreased 21.37%; reported value decreased 7.44%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 0.63% | 1,810 | $863.64K | Shares increased 5.54%; reported value increased 29.72%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 0.65% | 1,600 | $916.59K | Shares decreased 11.60%; reported value increased 6.13%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 0.26% | 547 | $387.53K | Shares decreased 65.81%; reported value decreased 57.72%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 0.37% | 541 | $576.11K | Shares decreased 1.10%; reported value increased 48.66%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 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.