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ORG Partners’s Caterpillar CAT Stock Holding History

ORG Partners’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
Q4 		$555K Buy
969
+7
+0.7% +$3.89K 0.1% 184
2025
Q3 		$459K Buy
962
+350
+57% +$149K 0.08% 203
2025
Q2 		$325K Buy
612
+41
+7% +$13.7K 0.07% 235
2025
Q1 		$366K Sell
571
-1,641
-74% -$585K 0.09% 182
2024
Q4 		$803K Sell
2,212
-9
-0.4% -$3.49K 0.11% 133
2024
Q3 		$869K Sell
2,221
-2,299
-51% -$794K 0.14% 118
2024
Q2 		$1.49M Buy
4,520
+3,886
+613% +$1.35M 0.19% 108
2024
Q1 		$231K Sell
634
-3,854
-86% -$1.23M 0.44% 39
2023
Q4 		$1.33M Buy
4,488
+1,606
+56% +$417K 0.22% 92
2023
Q3 		$787K Sell
2,882
-728
-20% -$197K 0.23% 108
2023
Q2 		$891K Buy
+3,610
New +$805K 0.14% 136

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ORG Partners's CAT Position: Q4 2025 in Review

ORG Partners increased its Caterpillar (CAT) stake by 0.73% in Q4 2025, buying an estimated $3.89K and bringing the position to 969 shares worth $555K. The position accounts for 0.1% of the portfolio, ranked #184.

ORG Partners first reported a position in CAT in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q2 2024. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • ORG Partners held 969 shares of Caterpillar worth $555K as of Q4 2025.
  • ORG Partners bought 7 Caterpillar shares in Q4 2025, an estimated $3.89K.
  • Caterpillar made up 0.1% of ORG Partners's portfolio in Q4 2025, its #184 holding.
  • ORG Partners first reported a position in Caterpillar in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's Caterpillar position peaked at $1.49M in Q2 2024.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.