SEC 13F Intelligence

Ogorek Anthony Joseph /Ny/ /Adv / CAT

Ogorek Anthony Joseph /Ny/ /Adv’s Caterpillar Inc Position

Does Ogorek Anthony Joseph /Ny/ /Adv own Caterpillar Inc (CAT)? Yes — 10.7K shares worth $8M (+2.07% of its 13F portfolio) as of Q1 2026, down from 12.8K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
10.7K
% of Portfolio
+2.07%
Quarters Held
23
currently held

Position History CAT

Reported value by quarter
Q3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $3MQ3 ’22: $2MQ4 ’22: $4MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $4MQ1 ’24: $5MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ1 ’25: $4MQ1 ’25Q2 ’25: $5MQ3 ’25: $6MQ4 ’25: $7MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.7K$8M+2.07%
Q4 202512.8K$7M+2.02%
Q3 202513.1K$6M+1.79%
Q2 202512.8K$5M+1.54%
Q1 202512.8K$4M+1.39%
Q4 202412.6K$5M+1.45%
Q3 202412.5K$5M+1.68%
Q2 202412.5K$4M+1.44%
Q1 202412.4K$5M+1.58%
Q4 202312.6K$4M+1.35%
Q3 202312.6K$3M+1.35%
Q2 202312.6K$3M+1.19%
Q1 202313.7K$3M+1.28%
Q4 202214.9K$4M+1.55%
Q3 202215.0K$2M+1.17%
Q2 202214.9K$3M+1.22%
Q1 202214.5K$3M+1.33%
Q4 202113.2K$3M+1.17%
Q3 202113.2K$3M+1.16%
Q2 202113.1K$3M+1.27%
Q1 202112.8K$3M+1.46%
Q4 202011.8K$2M+1.15%
Q3 202011.5K$2M+1.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ogorek Anthony Joseph /Ny/ /Adv’s full portfolio or all institutional holders of CAT.