Back to CAT
Corient Private Wealth LP → CAT
Corient Private Wealth LP CAT Position History
Caterpillar Inc. • Industrials
Quarters held
22
Latest value
$528.3M
Q2 2026
Peak value
$563.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17K |
| Q3 2025 | $8K |
| Q3 2025 | $181K |
| Q3 2025 | $4M |
| Q3 2025 | $160.9M |
| Q4 2025 | $214M |
| Q4 2025 | $21K |
| Q4 2025 | $4.7M |
| Q4 2025 | $196K |
| Q4 2025 | $4.2M |
| Q4 2025 | $322.8M |
| Q1 2026 | $6M |
| Q1 2026 | $353.6M |
| Q2 2026 | $2.1M |
| Q2 2026 | $2.5M |
| Q2 2026 | $378K |
| Q2 2026 | $561.5M |
| Q2 2026 | $207K |
| Q2 2026 | $378K |
| Q2 2026 | $563.5M |
| Q2 2026 | $10.4M |
| Q2 2026 | $528.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $528.3M | 496.1K | — | — |
| Q2 2026 | $10.4M | 9.8K | — | — |
| Q2 2026 | $563.5M | 529.1K | — | — |
| Q2 2026 | $378K | 355 | — | — |
| Q2 2026 | $207K | 200.0K | — | — |
| Q2 2026 | $561.5M | 727.1K | — | — |
| Q2 2026 | $378K | 355 | — | — |
| Q2 2026 | $2.5M | 2.3K | — | — |
| Q2 2026 | $2.1M | 2.0K | — | — |
| Q1 2026 | $353.6M | 534.3K | — | — |
| Q1 2026 | $6M | 8.5K | — | — |
| Q4 2025 | $322.8M | 563.3K | — | — |
| Q4 2025 | $4.2M | 7.3K | — | — |
| Q4 2025 | $196K | 339 | — | — |
| Q4 2025 | $4.7M | 8.2K | — | — |
| Q4 2025 | $21K | 36 | — | — |
| Q4 2025 | $214M | 579.8K | — | — |
| Q3 2025 | $160.9M | 343.9K | — | — |
| Q3 2025 | $4M | 8.4K | — | — |
| Q3 2025 | $181K | 379 | — | — |
| Q3 2025 | $8K | 16 | — | — |
| Q3 2025 | $17K | 36 | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B