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 Q3	$538K	Hold	663	–	–	0.01%	78
2026 Q2	$706K	Sell	663 -3	-0.5%	-$2.64K	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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Orgel Wealth Management held its Caterpillar (CAT) position steady in Q3 2026 at 663 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #78.

Orgel Wealth Management first reported a position in CAT in Q4 2017 and has held it in 11 quarters since. The position peaked at $706K in Q2 2026. 1,028 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Orgel Wealth Management held 663 shares of Caterpillar worth $538K as of Q3 2026.
Orgel Wealth Management left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #78 holding.
Orgel Wealth Management first reported a position in Caterpillar in Q4 2017 and has held it in 11 quarters since.
Orgel Wealth Management's Caterpillar position peaked at $706K in Q2 2026.
1,028 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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