ORLEANS CAPITAL MANAGEMENT CORP/LA CAT — CATERPILLAR INC COM

Ownership history in ORLEANS CAPITAL MANAGEMENT CORP/LA  ·  62 quarters on record

AI Ownership Summary

ORLEANS CAPITAL MANAGEMENT CORP/LA reported CATERPILLAR INC COM (CAT) in 62 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.82% in 2025 Q3. The latest visible filing shows CAT at 1.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORLEANS CAPITAL MANAGEMENT CORP/LA's position in CATERPILLAR INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CAT was reported at 1.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.82% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CAT stock page ORLEANS CAPITAL MANAGEMENT CORP/LA fund profile ORLEANS CAPITAL MANAGEMENT CORP/LA full holdings
How ORLEANS CAPITAL MANAGEMENT CORP/LA held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16.9% +24.0% ❌ 4,888 -997 -16.9% 1.74% $2.8M 2026-02-14 (Est.) $772.73
2025 Q3 REDUCED 23.4% +21.6% ❌ 5,885 -1,793 -23.4% 1.82% $2.8M 2025-11-12 $570.60
2025 Q2 ADDED — — — 7,678 +15 +0.2% 1.58% $3.0M 2025-08-13 $410.77
2025 Q1 ADDED — — — 7,663 +45 +0.6% 1.49% $2.5M 2025-05-09 $322.13
2024 Q4 ADDED — — — 7,618 +340 +4.7% 1.54% $2.8M 2025-02-12 $346.60
2024 Q3 REDUCED — — — 7,278 -90 -1.2% 1.62% $2.8M 2024-11-14 $379.98
2024 Q2 ADDED — — — 7,368 +5 +0.1% 1.56% $2.5M 2024-08-23 $340.55
2024 Q1 ADDED — — — 7,363 +778 +11.8% 1.77% $2.7M 2024-05-22 $346.50
2023 Q4 ADDED — — — 6,585 +340 +5.4% 1.31% $1.9M 2024-02-14 $307.19
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAT

As of 2026 Q1 — sorted by position size

Community Bank of Raymore 3Y 7Y 7.97% Atwater Malick LLC 3Y 7Y 7.28% Independent Wealth Network Inc. 3Y 5.5% Aull & Monroe Investment Management Corp 3Y 7Y 5.42% Boit C F David 3Y 5.19% Reliant Investment Management, LLC 3Y 7Y 4.92% Pflug Koory, LLC 3Y 7Y 4.49% Jones Kertz & Associates, Inc. 4.25% Viewpoint Capital Management LLC 3Y 4.24% Sentry LLC 4.21%

FAQ About ORLEANS CAPITAL MANAGEMENT CORP/LA and CAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ORLEANS CAPITAL MANAGEMENT CORP/LA reported owning CAT?

ORLEANS CAPITAL MANAGEMENT CORP/LA reported CAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CAT position in ORLEANS CAPITAL MANAGEMENT CORP/LA's portfolio?

The largest reported portfolio weight for CAT was 1.82% in 2025 Q3.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2025 Q4, when ORLEANS CAPITAL MANAGEMENT CORP/LA reported 4,888 shares, equal to 1.74% of portfolio, with an estimated market value of $2.8M.

What does the chart on this CAT ownership page compare?

The chart compares ORLEANS CAPITAL MANAGEMENT CORP/LA's quarterly CAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ORLEANS CAPITAL MANAGEMENT CORP/LA time their CAT position?

Based on 13F filing dates vs. subsequent CAT price moves, ORLEANS CAPITAL MANAGEMENT CORP/LA correctly timed 28 out of 52 reported position changes (54%). The annualised alpha on CAT relative to SPY over the holding period was +20.6%.

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