Corient Private Wealth
CAT icon

Corient Private Wealth’s Caterpillar CAT Stock Holding History

Corient Private Wealth’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$360M Sell
542,772
-616,204
-53% -$427M 0.51% 33
2025
Q4 		$546M Buy
1,158,976
+806,233
+229% +$448M 0.37% 49
2025
Q3 		$165M Sell
352,743
-214,856
-38% -$91.7M 0.26% 79
2025
Q2 		$220M Sell
567,599
-65,349
-10% -$21.8M 0.29% 60
2025
Q1 		$209M Sell
632,948
-69,892
-10% -$24.9M 0.34% 61
2024
Q4 		$254M Sell
702,840
-3,468
-0.5% -$1.34M 0.42% 50
2024
Q3 		$276M Sell
706,308
-10,931
-2% -$3.77M 0.43% 45
2024
Q2 		$239M Sell
717,239
-10,215
-1% -$3.54M 0.42% 47
2024
Q1 		$267M Sell
727,454
-16,178
-2% -$5.17M 0.47% 40
2023
Q4 		$220M Buy
743,632
+33,072
+5% +$8.58M 0.4% 51
2023
Q3 		$194M Sell
710,560
-28
-0% -$7.6K 0.45% 46
2023
Q2 		$175M Buy
710,588
+64,783
+10% +$14.4M 0.4% 56
2023
Q1 		$148M Buy
645,805
+254,761
+65% +$61.6M 0.4% 60
2022
Q4 		$93.7M Buy
+391,044
New +$85.1M 0.34% 76

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Private Wealth's CAT Position: Q1 2026 in Review

Corient Private Wealth reduced its Caterpillar (CAT) stake by 53% in Q1 2026, selling an estimated $427M and leaving 542,772 shares worth $360M. The position accounts for 0.51% of the portfolio, ranked #33.

Corient Private Wealth first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $546M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Corient Private Wealth held 542,772 shares of Caterpillar worth $360M as of Q1 2026.
  • Corient Private Wealth sold 616,204 Caterpillar shares in Q1 2026, an estimated $427M.
  • Caterpillar made up 0.51% of Corient Private Wealth's portfolio in Q1 2026, its #33 holding.
  • Corient Private Wealth first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Caterpillar position peaked at $546M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.