Orca Wealth Management
CAT icon

Orca Wealth Management’s Caterpillar CAT Stock Holding History

Orca Wealth Management’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
Q3 		$2.65M Sell
3,262
-26
-0.8% -$22.1K 1.58% 22
2026
Q2 		$3.5M Hold
3,288
– – 2.1% 15
2026
Q1 		$2.33M Sell
3,288
-5
-0.2% -$3.46K 1.66% 21
2025
Q4 		$2.32M Sell
3,293
-3
-0.1% -$1.67K 1.66% 22
2025
Q3 		$1.57M Buy
3,296
+11
+0.3% +$4.7K 1.19% 28
2025
Q2 		$1.28M Buy
3,285
+7
+0.2% +$2.33K 1.07% 36
2025
Q1 		$1.08M Sell
3,278
-2
-0.1% -$712 0.97% 35
2024
Q4 		$1.19M Buy
+3,280
New +$1.27M 1.07% 35

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Orca Wealth Management's CAT Position: Q3 2026 in Review

Orca Wealth Management reduced its Caterpillar (CAT) stake by 0.79% in Q3 2026, selling an estimated $22.1K and leaving 3,262 shares worth $2.65M. The position accounts for 1.58% of the portfolio, ranked #22.

Orca Wealth Management first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.5M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Orca Wealth Management held 3,262 shares of Caterpillar worth $2.65M as of Q3 2026.
  • Orca Wealth Management sold 26 Caterpillar shares in Q3 2026, an estimated $22.1K.
  • Caterpillar made up 1.58% of Orca Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Orca Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Orca Wealth Management's Caterpillar position peaked at $3.5M in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.