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
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 542,772 |
-8.9% |
| $359.6M |
| 0.5% |
| $722.18 |
0 |
| 2025-Q4 | Increased | 595,670 | +68.9% | $223.1M | 0.3% | $576.04 | 54 |
| 2025-Q3 | Decreased | 352,743 | -38.0% | $165.1M | 0.3% | $469.16 | 0 |
| 2025-Q2 | Decreased | 569,196 | -10.1% | $221.2M | 0.2% | $381.32 | 0 |
| 2025-Q1 | Decreased | 632,948 | -9.9% | $208.7M | 0.3% | $325.22 | 0 |
| 2024-Q4 | Decreased | 702,840 | -0.5% | $253.8M | 0.4% | $356.77 | 0 |
| 2024-Q3 | Decreased | 706,308 | -1.5% | $276.3M | 0.4% | $382.99 | 0 |
| 2024-Q2 | Decreased | 717,239 | -1.4% | $238.9M | 0.4% | $324.88 | 0 |