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CAT
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Position history for Corient Private Wealth LLC's holdings in CATERPILLAR INC

Corient Private Wealth LLC holds 542,772 shares of CAT (CATERPILLAR INC), worth $359.6M as of 2026-Q1. The position was decreased (-8.9% shares). CAT represents 0.5% of Corient Private Wealth LLC's portfolio.

Current Value

$359.6M

Current Shares

542,772

Total Value Change

+$120.7M

Total Shares Change

-174,467

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
542,772
-8.9%
$359.6M0.5%$722.18
0
2025-Q4
Increased
595,670
+68.9%
$223.1M0.3%$576.04
54
2025-Q3
Decreased
352,743
-38.0%
$165.1M0.3%$469.16
0
2025-Q2
Decreased
569,196
-10.1%
$221.2M0.2%$381.32
0
2025-Q1
Decreased
632,948
-9.9%
$208.7M0.3%$325.22
0
2024-Q4
Decreased
702,840
-0.5%
$253.8M0.4%$356.77
0
2024-Q3
Decreased
706,308
-1.5%
$276.3M0.4%$382.99
0
2024-Q2
Decreased
717,239
-1.4%
$238.9M0.4%$324.88
0

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

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