CATERPILLAR INC · CUSIP 149123101 · CIK 1964897
As of 2026-06-30, River Street Advisors LLC reported 8.13K CAT (shares), valued at $8.66M, or 2.55% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 1.54%; reported value increased 48.00%, and weight changed +0.57 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 | 2.55% | 8,133 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 1.98% | 8,260 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 1.76% | 8,210 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 1.52% | 8,210 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 1.39% | 8,318 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 1.39% | 8,522 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 1.58% | 8,522 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 1.93% | 9,092 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 1.88% | 9,087 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 2.22% | 8,967 | SEC filing ↗Filed Apr 17, 2024 |
| Q4 2023 | 2.11% | 8,962 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 2.31% | 8,979 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.31% | 8,979 | $2.45M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 2.11% | 8,962 | $2.65M | Shares decreased 0.19%; reported value increased 8.10%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 2.22% | 8,967 | $3.29M | Shares increased 0.06%; reported value increased 24.00%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2024 |
| Q2 2024 | 1.88% | 9,087 | $3.03M | Shares increased 1.34%; reported value decreased 7.88%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.93% | 9,092 | $3.56M | Shares increased 0.06%; reported value increased 17.48%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 1.58% | 8,522 | $3.09M | Shares decreased 6.27%; reported value decreased 13.07%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 1.39% | 8,522 | $2.81M | Shares unchanged; reported value decreased 9.09%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 1.39% | 8,318 | $3.23M | Shares decreased 2.39%; reported value increased 14.89%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 1.52% | 8,210 | $3.92M | Shares decreased 1.30%; reported value increased 21.31%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 1.76% | 8,210 | $4.70M | Shares unchanged; reported value increased 20.06%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 1.98% | 8,260 | $5.85M | Shares increased 0.61%; reported value increased 24.42%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 2.55% | 8,133 | $8.66M | Shares decreased 1.54%; reported value increased 48.00%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 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.