CATERPILLAR INC · CUSIP 149123101 · CIK 1910205
As of 2026-06-30, Guardian Wealth Management, Inc. reported 6.58K CAT (shares), valued at $7.01M, or 3.44% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 1.06%; reported value increased 51.89%, 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 | 3.44% | 6,581 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 2.52% | 6,512 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 2.58% | 7,669 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.65% | 2,307 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 0.60% | 2,311 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 0.51% | 2,316 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 0.57% | 2,320 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 0.65% | 2,343 | SEC filing ↗Filed Nov 15, 2024 |
| Q2 2024 | 0.61% | 2,402 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 0.61% | 2,158 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 0.55% | 2,192 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 0.43% | 1,664 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.43% | 1,664 | $454.29K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 0.55% | 2,192 | $648.30K | Shares increased 31.73%; reported value increased 42.71%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 0.61% | 2,158 | $790.60K | Shares decreased 1.55%; reported value increased 21.95%, 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 | 0.61% | 2,402 | $800.12K | Shares increased 11.31%; reported value increased 1.20%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 0.65% | 2,343 | $916.39K | Shares decreased 2.46%; reported value increased 14.53%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 15, 2024 |
| Q4 2024 | 0.57% | 2,320 | $841.49K | Shares decreased 0.98%; reported value decreased 8.17%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.51% | 2,316 | $764.02K | Shares decreased 0.17%; reported value decreased 9.21%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 0.60% | 2,311 | $897.20K | Shares decreased 0.22%; reported value increased 17.43%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 0.65% | 2,307 | $1.10M | Shares decreased 0.17%; reported value increased 22.71%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 2.58% | 7,669 | $4.39M | Shares increased 232.42%; reported value increased 299.07%, and weight changed +1.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 2.52% | 6,512 | $4.61M | Shares decreased 15.09%; reported value increased 5.02%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 3.44% | 6,581 | $7.01M | Shares increased 1.06%; reported value increased 51.89%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 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.