Caterpillar shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $8.9M | 27k | 329.81 |
| 2024-12-31 | $9.6M | 27k | 362.76 |
| 2024-09-30 | $11M | 27k | 391.12 |
| 2024-03-31 | $8.6M | 24k | 366.43 |
| 2023-12-31 | $6.6M | 23k | 292.25 |
| 2023-09-30 | $6.0M | 22k | 273.00 |
| 2023-06-30 | $5.4M | 14k | 399.94 |
| 2023-03-31 | $1.8M | 7.8k | 228.84 |
| 2022-12-31 | $1.4M | 5.7k | 239.57 |
| 2022-09-30 | $717k | 4.4k | 163.96 |
| 2022-06-30 | $748k | 4.2k | 178.73 |
| 2022-03-31 | $924k | 4.1k | 222.81 |
| 2021-12-31 | $918k | 4.4k | 206.85 |
| 2021-09-30 | $819k | 4.3k | 192.07 |
| 2021-06-30 | $1.3M | 5.8k | 217.69 |
| 2021-03-31 | $797k | 3.4k | 231.82 |
| 2020-12-31 | $616k | 3.4k | 181.98 |
| 2020-09-30 | $530k | 3.6k | 149.04 |
| 2020-06-30 | $355k | 3.1k | 116.16 |
| 2020-03-31 | $355k | 3.1k | 116.16 |
| 2019-12-31 | $443k | 3.0k | 147.72 |