How many shares of CAT does Orion Porfolio Solutions, LLC own?

As of 2026-Q2, Orion Porfolio Solutions, LLC holds 44,911 shares of CAT (CATERPILLAR INC).

What is Orion Porfolio Solutions, LLC's CAT position worth?

As of 2026-Q2, Orion Porfolio Solutions, LLC's CAT position is worth $47.8M.

Is Orion Porfolio Solutions, LLC buying or selling CAT?

In 2026-Q2, Orion Porfolio Solutions, LLC increased their CAT position (+11.5% change in shares).

When did Orion Porfolio Solutions, LLC first buy CAT?

Based on available 13F filings, Orion Porfolio Solutions, LLC first reported a position in CAT in 2019-Q1. They have held the position across 29 quarters.

Back to OP Orion Porfolio Solutions, LLC

CAT
29 quarters

Position history for OPOrion Porfolio Solutions, LLC's holdings in CATERPILLAR INC

Current Value

$47.8M

Current Shares

44,911

Total Value Change

+$47.7M

Total Shares Change

+44,307

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	44,911	+11.5%	$47.8M	0.4%	$1,062.93	39
2026-Q1	Increased	40,286	+6.0%	$28.5M	0.2%	$705.80	37
2025-Q4	Increased	38,002	+4.7%	$21.8M	0.2%	$569.39	36
2025-Q3	Increased	36,303	+19.3%	$17.3M	0.1%	$472.89	40
2025-Q2	Increased	30,429	+12.4%	$11.8M	0.1%	$383.34	37
2025-Q1	Increased	27,070	+1.9%	$8.9M	0.1%	$324.10	28
2024-Q4	Decreased	26,573	-1.8%	$9.6M	0.1%	$355.19	0
2024-Q3	Increased	27,053	+3.3%	$10.6M	0.1%	$381.59	34
2024-Q2	Increased	26,197	+11.6%	$8.7M	0.1%	$323.67	31
2024-Q1	Increased	23,471	+3.2%	$8.6M	0.1%	$354.76	28
2023-Q4	Increased	22,735	+2.6%	$6.6M	0.1%	$284.93	28
2023-Q3	Increased	22,161	+1.1%	$6M	0.1%	$261.73	27
2023-Q2	Increased	21,917	+6.7%	$5.4M	0.1%	$234.73	29
2023-Q1	Increased	20,536	+59.8%	$4.7M	0.1%	$217.14	39
2022-Q4	Decreased	12,850	-0.5%	$3.1M	0.1%	$226.23	0
2022-Q3	Decreased	12,908	-1.9%	$2.1M	0.0%	$153.92	0
2022-Q2	Increased	13,154	+0.4%	$2.4M	0.0%	$166.53	26
2022-Q1	Increased	13,098	+1.1%	$2.9M	0.0%	$206.59	27
2021-Q4	Decreased	12,955	-50.5%	$2.7M	0.0%	$190.75	0
2021-Q3	Unchanged	26,148	0.0%	$5.7M	0.1%	$176.15	0
2021-Q2	Decreased	26,148	-47.0%	$5.7M	0.1%	$198.63	0
2021-Q1	Decreased	49,353	-45.6%	$11.4M	0.2%	$210.68	0
2020-Q4	Increased	90,795	+48.6%	$16.5M	0.3%	$164.51	46
2020-Q3	New	61,107	-	$9.1M	0.2%	$133.98	46
2020-Q1	Exited	0	-100.0%	$0	0.0%	$102.52	0
2019-Q4	Decreased	39	-55.7%	$6,000	0.0%	$129.57	0
2019-Q3	Decreased	88	-96.4%	$11,000	0.0%	$109.95	0
2019-Q2	Increased	2,437	+303.5%	$332,000	0.0%	$117.74	38
2019-Q1	New	604	-	$82,000	0.0%	$116.34	30

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

CAT29 quarters

CAT
29 quarters