SEC 13F Intelligence

Orca Wealth Management, LLC / CAT

Orca Wealth Management, LLC’s Caterpillar Inc Position

Does Orca Wealth Management, LLC own Caterpillar Inc (CAT)? Yes — 3.3K shares worth $2M (+1.66% of its 13F portfolio) as of Q1 2026, down from 3.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
3.3K
% of Portfolio
+1.66%
Quarters Held
6
currently held

Position History CAT

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.3K$2M+1.66%
Q4 20253.3K$2M+1.66%
Q3 20253.3K$2M+1.19%
Q2 20253.3K$1M+1.07%
Q1 20253.3K$1M+0.97%
Q4 20243.3K$1M+1.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orca Wealth Management, LLC’s full portfolio or all institutional holders of CAT.