CATERPILLAR INC · CUSIP 149123101 · CIK 918504
As of 2026-06-30, BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL reported 38.58K CAT (shares), valued at $41.08M, or 15.62% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 1.40%; reported value increased 48.21%, and weight changed +3.93 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 | 15.62% | 38,575 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 11.69% | 39,123 | SEC filing ↗Filed May 27, 2026 |
| Q4 2025 | 10.05% | 39,830 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 8.76% | 39,980 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 6.86% | 39,980 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 5.15% | 41,525 | SEC filing ↗Filed May 28, 2025 |
| Q4 2024 | 5.95% | 44,235 | SEC filing ↗Filed Mar 4, 2025 |
| Q3 2024 | 6.70% | 47,105 | SEC filing ↗Filed Dec 10, 2024 |
| Q2 2024 | 6.62% | 50,865 | SEC filing ↗Filed Aug 28, 2024 |
| Q1 2024 | 7.05% | 52,265 | SEC filing ↗Filed May 29, 2024 |
| Q4 2023 | 6.25% | 53,420 | SEC filing ↗Filed Feb 20, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 6.25% | 53,420 | $15.79M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 20, 2024 |
| Q1 2024 | 7.05% | 52,265 | $19.15M | Shares decreased 2.16%; reported value increased 21.25%, and weight changed +0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 29, 2024 |
| Q2 2024 | 6.62% | 50,865 | $16.94M | Shares decreased 2.68%; reported value decreased 11.53%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 28, 2024 |
| Q3 2024 | 6.70% | 47,105 | $18.42M | Shares decreased 7.39%; reported value increased 8.74%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 10, 2024 |
| Q4 2024 | 5.95% | 44,235 | $16.05M | Shares decreased 6.09%; reported value decreased 12.90%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 4, 2025 |
| Q1 2025 | 5.15% | 41,525 | $13.69M | Shares decreased 6.13%; reported value decreased 14.66%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 28, 2025 |
| Q2 2025 | 6.86% | 39,980 | $15.52M | Shares decreased 3.72%; reported value increased 13.33%, and weight changed +1.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 8.76% | 39,980 | $19.08M | Shares unchanged; reported value increased 22.91%, and weight changed +1.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 10.05% | 39,830 | $22.82M | Shares decreased 0.38%; reported value increased 19.61%, and weight changed +1.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 11.69% | 39,123 | $27.72M | Shares decreased 1.78%; reported value increased 21.47%, and weight changed +1.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 27, 2026 |
| Q2 2026 | 15.62% | 38,575 | $41.08M | Shares decreased 1.40%; reported value increased 48.21%, and weight changed +3.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 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.