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CATCAT
15 quarters

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

Corient Private Wealth LP holds 505,859 shares of CAT (CATERPILLAR INC), worth $538.7M as of 2026-Q2. The position was decreased (-6.8% shares). CAT represents 0.7% of Corient Private Wealth LP's portfolio.

Current Value

$538.7M

Current Shares

505,859

Total Value Change

+$445M

Total Shares Change

+114,815

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
505,859
-6.8%
$538.7M0.7%$1,062.93
0
2026-Q1
Decreased
542,772
-3.6%
$359.6M0.5%$705.80
0
2025-Q4
Increased
563,306
+59.7%
$322.8M0.4%$569.39
53
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
First report
391,044
-
$93.7M0.3%$226.23
0

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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