Orgel Wealth Management’s Caterpillar CAT Stock Holding History

Orgel 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 Q2	$706K	Sell	663 -3	-0.5%	-$2.63K	0.01%	72
2026 Q1	$472K	Buy	666 +65	+11%	+$45K	0.01%	68
2025 Q4	$344K	Buy	601 +95	+19%	+$52.8K	0.01%	77
2025 Q3	$241K	Buy	+506	New	+$216K	0.01%	81
2025 Q1	–	Sell	-706	Closed	-$256K	–	83
2024 Q4	$256K	Hold	706	–	–	0.01%	78
2024 Q3	$276K	Hold	706	–	–	0.01%	71
2024 Q2	$235K	Hold	706	–	–	0.01%	73
2024 Q1	$259K	Sell	706 -79	-10%	-$25.2K	0.01%	72
2023 Q4	$232K	Buy	+785	New	+$204K	0.01%	79
2018 Q1	–	Sell	-1,343	Closed	-$212K	–	41
2017 Q4	$212K	Buy	+1,343	New	+$186K	0.05%	43

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Orgel Wealth Management's CAT Position: Q2 2026 in Review

Orgel Wealth Management reduced its Caterpillar (CAT) stake by 0.45% in Q2 2026, selling an estimated $2.63K and leaving 663 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #72.

Orgel Wealth Management first reported a position in CAT in Q4 2017 and has held it in 10 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Orgel Wealth Management held 663 shares of Caterpillar worth $706K as of Q2 2026.
Orgel Wealth Management sold 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
Caterpillar made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #72 holding.
Orgel Wealth Management first reported a position in Caterpillar in Q4 2017 and has held it in 10 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.