Koss-Olinger Consulting’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$549K Sell
2025
Q2
$570K Sell
2025
Q1
$486K Buy
2024
Q4
Sell
2024
Q3
$304K Hold
2024
Q2
$259K Buy
2024
Q1
Sell
2023
Q4
$237K Buy
2023
Q3
$212K Buy