ORC
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O'Rourke & Company’s Caterpillar CAT Stock Holding History

O'Rourke & Company’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 		$980K Hold
920
– – 0.34% 70
2026
Q1 		$652K Buy
920
+160
+21% +$111K 0.26% 90
2025
Q4 		$435K Sell
760
-146
-16% -$81.1K 0.17% 111
2025
Q3 		$432K Sell
906
-40
-4% -$17.1K 0.18% 108
2025
Q2 		$367K Buy
946
+2
+0.2% +$667 0.17% 119
2025
Q1 		$311K Buy
944
+25
+3% +$8.9K 0.15% 125
2024
Q4 		$334K Sell
919
-139
-13% -$53.9K 0.16% 119
2024
Q3 		$414K Buy
1,058
+136
+15% +$47K 0.21% 98
2024
Q2 		$307K Buy
922
+3
+0.3% +$1.04K 0.17% 110
2024
Q1 		$337K Buy
919
+3
+0.3% +$959 0.2% 108
2023
Q4 		$271K Buy
916
+3
+0.3% +$778 0.17% 113
2023
Q3 		$249K Buy
913
+2
+0.2% +$543 0.18% 112
2023
Q2 		$224K Buy
911
+3
+0.3% +$669 0.16% 126
2023
Q1 		$208K Buy
908
+7
+0.8% +$1.69K 0.16% 125
2022
Q4 		$216K Buy
+901
New +$196K 0.17% 124

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

O'Rourke & Company's CAT Position: Q2 2026 in Review

O'Rourke & Company held its Caterpillar (CAT) position steady in Q2 2026 at 920 shares worth $980K. The position accounts for 0.34% of the portfolio, ranked #70.

O'Rourke & Company first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • O'Rourke & Company held 920 shares of Caterpillar worth $980K as of Q2 2026.
  • O'Rourke & Company left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.34% of O'Rourke & Company's portfolio in Q2 2026, its #70 holding.
  • O'Rourke & Company first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.