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Caterpillar shares owned by Orion Investment

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Orion Investment from 13F filings

Historical chart of Orion Investment investment in Caterpillar

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 29210k215k220k225k574574.5575575.5576
Value ($)Share countHistorical CAT position of Orion Investment Source: stockzoa.comValue ($)Share count

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All positions including Caterpillar held by Orion Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Orion Investment

Quarter filed Position value Share count Share price at filing
2024-12-31 $209k 575 362.76
2024-09-30 $225k 575 391.12

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Exxon Mobil Corporation (XOM)
Palantir Technologies Cl A (PLTR)
Parker-Hannifin Corporation (PH)
Iovance Biotherapeutics (IOVA)
Cummins (CMI)
Abbott Laboratories (ABT)
Ionis Pharmaceuticals (IONS)
Nextera Energy (NEE)
Hershey Company (HSY)

View all positions for Orion Investment

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Norges Bank Investment Management
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Caterpillar