CATERPILLAR INC · CUSIP 149123101 · CIK 1841766
As of 2026-06-30, KAVAR CAPITAL PARTNERS GROUP, LLC reported 23.66K CAT (shares), valued at $25.20M, or 3.11% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares increased 4.48%; reported value increased 57.03%, and weight changed +1.10 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 | 3.11% | 23,665 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 2.01% | 22,651 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 1.85% | 23,377 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 1.50% | 23,524 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 1.30% | 23,220 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 1.26% | 22,865 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 1.41% | 22,944 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 1.42% | 22,939 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 1.38% | 22,907 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 1.59% | 23,472 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 1.53% | 46,424 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 1.31% | 22,135 | SEC filing ↗Filed Nov 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.31% | 22,135 | $6.04M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 6, 2023 |
| Q4 2023 | 1.53% | 46,424 | $13.73M | Shares increased 109.73%; reported value increased 127.15%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.59% | 23,472 | $8.60M | Shares decreased 49.44%; reported value decreased 37.34%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 1.38% | 22,907 | $7.63M | Shares decreased 2.41%; reported value decreased 11.28%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 1.42% | 22,939 | $8.97M | Shares increased 0.14%; reported value increased 17.58%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 1.41% | 22,944 | $8.32M | Shares increased 0.02%; reported value decreased 7.23%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 1.26% | 22,865 | $7.54M | Shares decreased 0.34%; reported value decreased 9.40%, 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 | 1.30% | 23,220 | $9.01M | Shares increased 1.55%; reported value increased 19.54%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 1.50% | 23,524 | $11.22M | Shares increased 1.31%; reported value increased 24.52%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 1.85% | 23,377 | $13.39M | Shares decreased 0.62%; reported value increased 19.31%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 2.01% | 22,651 | $16.05M | Shares decreased 3.11%; reported value increased 19.83%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 3.11% | 23,665 | $25.20M | Shares increased 4.48%; reported value increased 57.03%, and weight changed +1.10 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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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.