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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

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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
2025-09-30 $274k 575 477.15
2025-06-30 $223k 575 388.21
2024-12-31 $209k 575 362.76
2024-09-30 $225k 575 391.12