ORG Wealth Partners’s Caterpillar CAT Stock Holding History

ORG Wealth 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
2026 Q2	$2.71M	Buy	2,546 +270	+12%	+$237K	0.41%	31
2026 Q1	$1.61M	Sell	2,276 -29	-1%	-$20.1K	0.32%	48
2025 Q4	$1.32M	Sell	2,305 -347	-13%	-$193K	0.31%	53
2025 Q3	$1.27M	Sell	2,652 -127	-5%	-$54.2K	0.27%	55
2025 Q2	$1.09M	Buy	2,779 +1,274	+85%	+$425K	0.26%	59
2025 Q1	$498K	Sell	1,505 -940	-38%	-$335K	0.15%	113
2024 Q4	$887K	Buy	2,445 +258	+12%	+$100K	0.27%	29
2024 Q3	$856K	Buy	+2,187	New	+$755K	0.28%	29

Other funds holding CAT

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

ORG Wealth Partners's CAT Position: Q2 2026 in Review

ORG Wealth Partners increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $237K and bringing the position to 2,546 shares worth $2.71M. The position accounts for 0.41% of the portfolio, ranked #31.

ORG Wealth Partners first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

ORG Wealth Partners held 2,546 shares of Caterpillar worth $2.71M as of Q2 2026.
ORG Wealth Partners bought 270 Caterpillar shares in Q2 2026, an estimated $237K.
Caterpillar made up 0.41% of ORG Wealth Partners's portfolio in Q2 2026, its #31 holding.
ORG Wealth Partners first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.