Carbahal Olsen Financial Services Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
628
+7
+1% +$2.72K 0.21% 34
2025
Q1
$205K Buy
+621
New +$205K 0.19% 34