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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
Q2 		$926K Sell
870
-218
-20% -$192K 0.07% 61
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Koss-Olinger Consulting's CAT Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its Caterpillar (CAT) stake by 20% in Q2 2026, selling an estimated $192K and leaving 870 shares worth $926K. The position accounts for 0.07% of the portfolio, ranked #61.

Koss-Olinger Consulting first reported a position in CAT in Q3 2023 and has held it in 10 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Koss-Olinger Consulting held 870 shares of Caterpillar worth $926K as of Q2 2026.
  • Koss-Olinger Consulting sold 218 Caterpillar shares in Q2 2026, an estimated $192K.
  • Caterpillar made up 0.07% of Koss-Olinger Consulting's portfolio in Q2 2026, its #61 holding.
  • Koss-Olinger Consulting first reported a position in Caterpillar in Q3 2023 and has held it in 10 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.