Orrstown Financial Services’s Caterpillar CAT Stock Holding History

Orrstown Financial Services’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	$1.36M	Sell	1,280 -32	-2%	-$28.1K	0.2%	46
2026 Q1	$930K	Sell	1,312 -28	-2%	-$19.4K	0.16%	63
2025 Q4	$768K	Sell	1,340 -21	-2%	-$11.7K	0.13%	78
2025 Q3	$649K	Sell	1,361 -250	-16%	-$107K	0.11%	83
2025 Q2	$625K	Sell	1,611 -785	-33%	-$262K	0.13%	82
2025 Q1	$790K	Sell	2,396 -121	-5%	-$43.1K	0.19%	64
2024 Q4	$913K	Sell	2,517 -331	-12%	-$128K	0.25%	60
2024 Q3	$1.11M	Buy	2,848 +1,338	+89%	+$462K	0.33%	57
2024 Q2	$503K	Buy	1,510 +150	+11%	+$52K	0.27%	55
2024 Q1	$498K	Buy	+1,360	New	+$435K	0.28%	52
2019 Q4	–	Sell	-126	Closed	-$15K	–	106
2019 Q3	$15K	Hold	126	–	–	0.02%	172
2019 Q2	$17K	Buy	+126	New	+$16.6K	0.02%	163
2018 Q3	–	Sell	-404	Closed	-$55K	–	234
2018 Q2	$55K	Hold	404	–	–	0.07%	137
2018 Q1	$60K	Hold	404	–	–	0.07%	135
2017 Q4	$64K	Hold	404	–	–	0.07%	133
2017 Q3	$50K	Hold	404	–	–	0.06%	144
2017 Q2	$43K	Sell	404 -250	-38%	-$25.4K	0.05%	149
2017 Q1	$61K	Hold	654	–	–	0.06%	140
2016 Q4	$62K	Hold	654	–	–	0.06%	127
2016 Q3	$58K	Hold	654	–	–	0.06%	126
2016 Q2	$50K	Hold	654	–	–	0.05%	114
2016 Q1	$50K	Hold	654	–	–	0.05%	108
2015 Q4	$44K	Buy	654 +78	+14%	+$5.45K	0.05%	114
2015 Q3	$38K	Hold	576	–	–	0.04%	120
2015 Q2	$49K	Hold	576	–	–	0.05%	124
2015 Q1	$46K	Hold	576	–	–	0.05%	124
2014 Q4	$53K	Sell	576 -424	-42%	-$41.3K	0.06%	120
2014 Q3	$99K	Hold	1,000	–	–	0.11%	98
2014 Q2	$109K	Sell	1,000 -403	-29%	-$42.3K	0.12%	84
2014 Q1	$139K	Sell	1,403 -119	-8%	-$11.2K	0.15%	83
2013 Q4	$138K	Sell	1,522 -385	-20%	-$32.9K	0.14%	86
2013 Q3	$159K	Sell	1,907 -582	-23%	-$49.2K	0.18%	82
2013 Q2	$205K	Buy	+2,489	New	+$212K	0.3%	67

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

Orrstown Financial Services's CAT Position: Q2 2026 in Review

Orrstown Financial Services reduced its Caterpillar (CAT) stake by 2.4% in Q2 2026, selling an estimated $28.1K and leaving 1,280 shares worth $1.36M. The position accounts for 0.2% of the portfolio, ranked #46.

Orrstown Financial Services first reported a position in CAT in Q2 2013 and has held it in 33 quarters since. 958 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Orrstown Financial Services held 1,280 shares of Caterpillar worth $1.36M as of Q2 2026.
Orrstown Financial Services sold 32 Caterpillar shares in Q2 2026, an estimated $28.1K.
Caterpillar made up 0.2% of Orrstown Financial Services's portfolio in Q2 2026, its #46 holding.
Orrstown Financial Services first reported a position in Caterpillar in Q2 2013 and has held it in 33 quarters since.
958 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.