Koss-Olinger Consulting’s Caterpillar CAT Stock Holding History

Koss-Olinger Consulting’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$771K	Sell	1,088 -126	-10%	-$87.3K	0.06%	118
2025 Q4	$695K	Sell	1,214 -199	-14%	-$111K	0.05%	125
2025 Q3	$549K	Sell	1,413 -56	-4%	-$23.9K	0.05%	186
2025 Q2	$570K	Sell	1,469 -4	-0.3%	-$1.33K	0.05%	181
2025 Q1	$486K	Buy	+1,473	New	+$525K	0.04%	204
2024 Q4	–	Sell	-778	Closed	-$304K	–	205
2024 Q3	$304K	Hold	778	–	–	0.03%	223
2024 Q2	$259K	Buy	+778	New	+$270K	0.02%	225
2024 Q1	–	Sell	-802	Closed	-$237K	–	90
2023 Q4	$237K	Buy	802 +25	+3%	+$6.49K	0.02%	273
2023 Q3	$212K	Buy	+777	New	+$211K	0.03%	245

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Koss-Olinger Consulting's CAT Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Caterpillar (CAT) stake by 10% in Q1 2026, selling an estimated $87.3K and leaving 1,088 shares worth $771K. The position accounts for 0.06% of the portfolio, ranked #118.

Koss-Olinger Consulting first reported a position in CAT in Q3 2023 and has held it in 9 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Koss-Olinger Consulting held 1,088 shares of Caterpillar worth $771K as of Q1 2026.
Koss-Olinger Consulting sold 126 Caterpillar shares in Q1 2026, an estimated $87.3K.
Caterpillar made up 0.06% of Koss-Olinger Consulting's portfolio in Q1 2026, its #118 holding.
Koss-Olinger Consulting first reported a position in Caterpillar in Q3 2023 and has held it in 9 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.