OIS
CAT icon

Okabena Investment Services’s Caterpillar CAT Stock Holding History

Okabena Investment Services’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$425K Buy
1,095
+75
+7% +$29.1K 0.09% 110
2025
Q1 		$336K Buy
+1,020
New +$336K 0.08% 113