Back to Corient Private Wealth LP Corient Private Wealth LP

CATCAT
15 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in CATERPILLAR INC

Corient Private Wealth LP holds 731,837 shares of CAT (CATERPILLAR INC), worth $566.5M as of 2026-Q2. The position was increased (+34.8% shares). CAT represents 0.7% of Corient Private Wealth LP's portfolio.

Current Value

$566.5M

Current Shares

731,837

Total Value Change

+$472.8M

Total Shares Change

+340,793

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
731,837
+34.8%
$566.5M0.7%$1,062.93
57
2026-Q1
Decreased
542,772
-53.2%
$359.6M0.5%$705.80
0
2025-Q4
Increased
1.2M
+228.6%
$545.9M0.4%$569.39
61
2025-Q3
Decreased
352,743
-37.9%
$165.1M0.3%$472.89
0
2025-Q2
Decreased
567,599
-10.3%
$220.3M0.3%$383.34
0
2025-Q1
Decreased
632,948
-9.9%
$208.7M0.3%$324.10
0
2024-Q4
Decreased
702,840
-0.5%
$253.8M0.4%$355.19
0
2024-Q3
Decreased
706,308
-1.5%
$276.3M0.4%$381.59
0
2024-Q2
Decreased
717,239
-1.4%
$238.9M0.4%$323.67
0
2024-Q1
Decreased
727,454
-2.2%
$266.6M0.5%$354.76
0
2023-Q4
Increased
743,632
+4.7%
$219.9M0.4%$284.93
38
2023-Q3
Decreased
710,560
0.0%
$194M0.4%$261.73
0
2023-Q2
Increased
710,588
+10.0%
$174.8M0.4%$234.73
40
2023-Q1
Increased
645,805
+65.2%
$147.8M0.4%$217.14
53
2022-Q4
New
391,044
-
$93.7M0.3%$226.23
49

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

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