OWA
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ORBA Wealth Advisors’s Caterpillar CAT Stock Holding History

ORBA Wealth Advisors’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
2025
Q2 		– Sell
-640
Closed -$211K – 80
2025
Q1 		$211K Hold
640
– – 0.11% 101
2024
Q4 		$232K Buy
640
+2
+0.3% +$776 0.12% 97
2024
Q3 		$250K Hold
638
– – 0.13% 95
2024
Q2 		$213K Buy
638
+10
+2% +$3.47K 0.11% 96
2024
Q1 		$230K Buy
+628
New +$201K 0.13% 90

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ORBA Wealth Advisors's CAT Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 640 shares — an estimated $211K sold.

ORBA Wealth Advisors first reported a position in CAT in Q1 2024 and held it in 5 quarters. The position peaked at $250K in Q3 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 640 Caterpillar shares in Q2 2025, an estimated $211K.
  • ORBA Wealth Advisors first reported a position in Caterpillar in Q1 2024 and held it in 5 quarters.
  • ORBA Wealth Advisors's Caterpillar position peaked at $250K in Q3 2024.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.