Caterpillar shares owned by ORG Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by ORG Wealth Partners
from 13F filings
Historical chart of ORG Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by ORG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.7k | 477.13 |
| 2025-06-30 | $1.1M | 2.8k | 390.90 |
| 2025-03-31 | $498k | 1.5k | 330.55 |
| 2024-12-31 | $887k | 2.4k | 362.74 |
| 2024-09-30 | $855k | 2.2k | 391.10 |