Old Republic International (ORI)’s Caterpillar CAT Stock Holding History

Old Republic International (ORI)’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	$90.6M	Hold	85,500	–	–	3.4%	2
2026 Q1	$60.6M	Hold	85,500	–	–	2.41%	15
2025 Q4	$49M	Sell	85,500 -91,500	-52%	-$50.9M	1.98%	21
2025 Q3	$84.5M	Hold	177,000	–	–	3.13%	2
2025 Q2	$68.7M	Hold	177,000	–	–	2.69%	11
2025 Q1	$58.4M	Hold	177,000	–	–	2.27%	17
2024 Q4	$64.2M	Hold	177,000	–	–	2.53%	11
2024 Q3	$69.2M	Hold	177,000	–	–	2.6%	10
2024 Q2	$59M	Hold	177,000	–	–	2.4%	13
2024 Q1	$64.9M	Sell	177,000 -85,000	-32%	-$27.2M	2.55%	9
2023 Q4	$77.5M	Sell	262,000 -34,500	-12%	-$8.95M	2.92%	3
2023 Q3	$80.9M	Sell	296,500 -52,500	-15%	-$14.2M	3.02%	3
2023 Q2	$85.9M	Hold	349,000	–	–	2.82%	3
2023 Q1	$79.9M	Hold	349,000	–	–	2.55%	5
2022 Q4	$83.6M	Sell	349,000 -199,500	-36%	-$43.4M	2.62%	5
2022 Q3	$90M	Hold	548,500	–	–	2.99%	2
2022 Q2	$98M	Hold	548,500	–	–	2.37%	5
2022 Q1	$122M	Sell	548,500 -18,500	-3%	-$3.88M	2.48%	1
2021 Q4	$117M	Hold	567,000	–	–	2.23%	2
2021 Q3	$109M	Hold	567,000	–	–	2.27%	2
2021 Q2	$123M	Hold	567,000	–	–	2.39%	1
2021 Q1	$131M	Hold	567,000	–	–	3.1%	1
2020 Q4	$103M	Hold	567,000	–	–	2.57%	2
2020 Q3	$84.6M	Hold	567,000	–	–	2.31%	5
2020 Q2	$71.7M	Hold	567,000	–	–	2.03%	10
2020 Q1	$65.8M	Buy	567,000 +60,000	+12%	+$7.66M	2.06%	10
2019 Q4	$74.9M	Buy	507,000 +72,000	+17%	+$10M	1.87%	11
2019 Q3	$54.9M	Buy	435,000 +176,000	+68%	+$22.4M	1.47%	23
2019 Q2	$35.3M	Buy	259,000 +147,000	+131%	+$19.4M	0.91%	54
2019 Q1	$15.2M	Hold	112,000	–	–	0.41%	81
2018 Q4	$14.2M	Buy	+112,000	New	+$14.6M	0.42%	86
2017 Q4	–	Sell	-559,100	Closed	-$69.7M	–	85
2017 Q3	$69.7M	Sell	559,100 -196,000	-26%	-$22.6M	2.31%	6
2017 Q2	$81.1M	Hold	755,100	–	–	2.65%	4
2017 Q1	$70M	Hold	755,100	–	–	2.41%	4
2016 Q4	$70M	Hold	755,100	–	–	2.51%	4
2016 Q3	$59.6M	Buy	755,100 +185,000	+32%	+$15.1M	2.58%	7
2016 Q2	$43.2M	Buy	570,100 +40,000	+8%	+$3M	1.93%	11
2016 Q1	$40.6M	Buy	530,100 +153,000	+41%	+$10.3M	2%	8
2015 Q4	$25.6M	Buy	377,100 +5,900	+2%	+$412K	1.37%	28
2015 Q3	$31.2M	Buy	371,200 +167,000	+82%	+$12.8M	1.71%	15
2015 Q2	$17.3M	Hold	204,200	–	–	0.99%	36
2015 Q1	$16.3M	Buy	204,200 +68,000	+50%	+$5.65M	0.91%	43
2014 Q4	$12.5M	Buy	+136,200	New	+$13.3M	0.71%	49

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Old Republic International (ORI)'s CAT Position: Q2 2026 in Review

Old Republic International (ORI) held its Caterpillar (CAT) position steady in Q2 2026 at 85,500 shares worth $90.6M. The position accounts for 3.4% of the portfolio, ranked #2.

Old Republic International (ORI) first reported a position in CAT in Q4 2014 and has held it in 43 quarters since. The position peaked at $131M in Q1 2021. 1,837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Old Republic International (ORI) held 85,500 shares of Caterpillar worth $90.6M as of Q2 2026.
Old Republic International (ORI) left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 3.4% of Old Republic International (ORI)'s portfolio in Q2 2026, its #2 holding.
Old Republic International (ORI) first reported a position in Caterpillar in Q4 2014 and has held it in 43 quarters since.
Old Republic International (ORI)'s Caterpillar position peaked at $131M in Q1 2021.
1,837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Old Republic International (ORI)'s 13F filing for Q2 2026, filed 6 Jul 2026.