KOC
Koss-Olinger Consulting’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
1,469
-4
| -0.3% | -$1.55K | 0.05% | 181 |
|
|
2025
Q1 | $486K | Buy |
+1,473
| New | +$486K | 0.04% | 204 |
|
|
2024
Q4 | – | Sell |
-778
| Closed | -$304K | – | 205 |
|
|
2024
Q3 | $304K | Hold |
778
| – | – | 0.03% | 223 |
|
|
2024
Q2 | $259K | Buy |
+778
| New | +$259K | 0.02% | 225 |
|
|
2024
Q1 | – | Sell |
-802
| Closed | -$237K | – | 90 |
|
|
2023
Q4 | $237K | Buy |
802
+25
| +3% | +$7.39K | 0.02% | 273 |
|
|
2023
Q3 | $212K | Buy |
+777
| New | +$212K | 0.03% | 245 |
|