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Ogorek Anthony Joseph’s Caterpillar CAT Stock Holding History

Ogorek Anthony Joseph’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
Q2 		$9.28M Sell
8,711
-1,949
-18% -$1.71M 2.3% 16
2026
Q1 		$7.55M Sell
10,660
-2,175
-17% -$1.51M 2.07% 17
2025
Q4 		$7.35M Sell
12,835
-299
-2% -$166K 2.02% 17
2025
Q3 		$6.27M Buy
13,134
+333
+3% +$142K 1.79% 19
2025
Q2 		$4.97M Buy
12,801
+23
+0.2% +$7.67K 1.54% 19
2025
Q1 		$4.21M Buy
12,778
+216
+2% +$76.9K 1.39% 19
2024
Q4 		$4.56M Buy
12,562
+21
+0.2% +$8.14K 1.45% 19
2024
Q3 		$4.91M Buy
12,541
+81
+0.7% +$28K 1.68% 18
2024
Q2 		$4.15M Buy
12,460
+22
+0.2% +$7.63K 1.44% 21
2024
Q1 		$4.56M Sell
12,438
-122
-1% -$39K 1.58% 17
2023
Q4 		$3.71M Sell
12,560
-18
-0.1% -$4.67K 1.35% 22
2023
Q3 		$3.43M Sell
12,578
-45
-0.4% -$12.2K 1.35% 26
2023
Q2 		$3.1M Sell
12,623
-1,047
-8% -$233K 1.19% 26
2023
Q1 		$3.13M Sell
13,670
-1,214
-8% -$293K 1.28% 24
2022
Q4 		$3.56M Sell
14,884
-77
-0.5% -$16.8K 1.55% 21
2022
Q3 		$2.45M Buy
14,961
+88
+0.6% +$16.1K 1.17% 24
2022
Q2 		$2.66M Buy
14,873
+338
+2% +$71.2K 1.22% 23
2022
Q1 		$3.24M Buy
14,535
+1,286
+10% +$270K 1.33% 19
2021
Q4 		$2.74M Buy
13,249
+8
+0.1% +$1.61K 1.17% 19
2021
Q3 		$2.54M Buy
13,241
+171
+1% +$35.6K 1.16% 18
2021
Q2 		$2.84M Buy
13,070
+313
+2% +$72.3K 1.27% 16
2021
Q1 		$2.96M Buy
12,757
+918
+8% +$190K 1.46% 13
2020
Q4 		$2.15M Buy
11,839
+367
+3% +$62.2K 1.15% 14
2020
Q3 		$1.71M Buy
+11,472
New +$1.61M 1.01% 17

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Ogorek Anthony Joseph's CAT Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $1.71M and leaving 8,711 shares worth $9.28M. The position accounts for 2.3% of the portfolio, ranked #16.

Ogorek Anthony Joseph first reported a position in CAT in Q3 2020 and has held it in 24 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ogorek Anthony Joseph held 8,711 shares of Caterpillar worth $9.28M as of Q2 2026.
  • Ogorek Anthony Joseph sold 1,949 Caterpillar shares in Q2 2026, an estimated $1.71M.
  • Caterpillar made up 2.3% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #16 holding.
  • Ogorek Anthony Joseph first reported a position in Caterpillar in Q3 2020 and has held it in 24 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.