OGF
CAT icon

Orin Green Financial’s Caterpillar CAT Stock Holding History

Orin Green Financial’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 		$531K Hold
499
– – 0.2% 57
2026
Q1 		$354K Hold
499
– – 0.15% 60
2025
Q4 		$286K Hold
499
– – 0.11% 66
2025
Q3 		$238K Buy
+499
New +$213K 0.1% 74

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Orin Green Financial's CAT Position: Q2 2026 in Review

Orin Green Financial held its Caterpillar (CAT) position steady in Q2 2026 at 499 shares worth $531K. The position accounts for 0.2% of the portfolio, ranked #57.

Orin Green Financial first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Orin Green Financial held 499 shares of Caterpillar worth $531K as of Q2 2026.
  • Orin Green Financial left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.2% of Orin Green Financial's portfolio in Q2 2026, its #57 holding.
  • Orin Green Financial first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 675 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.