CATERPILLAR INC · CUSIP 149123101 · CIK 1894484
As of 2026-06-30, FOURPATH CAPITAL MANAGEMENT, LLC reported 17.29K CAT (shares), valued at $18.41M, or 2.43% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares decreased 0.51%; reported value increased 49.55%, and weight changed +0.66 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 | 2.43% | 17,287 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 1.77% | 17,375 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 1.38% | 17,573 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 1.21% | 17,808 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 1.10% | 17,926 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 1.04% | 18,088 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 1.22% | 18,108 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 1.34% | 18,635 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 1.34% | 18,635 | $7.29M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 1.22% | 18,108 | $6.57M | Shares decreased 2.83%; reported value decreased 9.87%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 1.04% | 18,088 | $5.97M | Shares decreased 0.11%; reported value decreased 9.19%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 1.10% | 17,926 | $6.96M | Shares decreased 0.90%; reported value increased 16.66%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 1.21% | 17,808 | $8.50M | Shares decreased 0.66%; reported value increased 22.10%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 1.38% | 17,573 | $10.07M | Shares decreased 1.32%; reported value increased 18.48%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 1.77% | 17,375 | $12.31M | Shares decreased 1.13%; reported value increased 22.28%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 2.43% | 17,287 | $18.41M | Shares decreased 0.51%; reported value increased 49.55%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 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.