OFG
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Orcam Financial Group’s Caterpillar CAT Stock Holding History

Orcam Financial Group’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 		$251K Buy
+236
New +$207K 0.12% 91

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
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Geode Capital Management
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Fisher Asset Management
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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

Orcam Financial Group's CAT Position: Q2 2026 in Review

Orcam Financial Group opened a new position in Caterpillar (CAT) in Q2 2026: 236 shares worth $251K. The stake represents 0.12% of the portfolio and ranks #91 among its holdings.

4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Orcam Financial Group held 236 shares of Caterpillar worth $251K as of Q2 2026.
  • Caterpillar was a new Orcam Financial Group position in Q2 2026.
  • Caterpillar made up 0.12% of Orcam Financial Group's portfolio in Q2 2026, its #91 holding.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.