OFS
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Orrstown Financial Services’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$625K Sell
1,611
-785
-33% -$305K 0.13% 82
2025
Q1
$790K Sell
2,396
-121
-5% -$39.9K 0.19% 64
2024
Q4
$913K Sell
2,517
-331
-12% -$120K 0.25% 60
2024
Q3
$1.11M Buy
2,848
+1,338
+89% +$523K 0.33% 57
2024
Q2
$503K Buy
1,510
+150
+11% +$50K 0.27% 55
2024
Q1
$498K Buy
+1,360
New +$498K 0.28% 52
2019
Q4
Sell
-126
Closed -$15K 106
2019
Q3
$15K Hold
126
0.02% 172
2019
Q2
$17K Buy
+126
New +$17K 0.02% 163
2018
Q3
Sell
-404
Closed -$55K 234
2018
Q2
$55K Hold
404
0.07% 137
2018
Q1
$60K Hold
404
0.07% 135
2017
Q4
$64K Hold
404
0.07% 133
2017
Q3
$50K Hold
404
0.06% 144
2017
Q2
$43K Sell
404
-250
-38% -$26.6K 0.05% 149
2017
Q1
$61K Hold
654
0.06% 140
2016
Q4
$62K Hold
654
0.06% 127
2016
Q3
$58K Hold
654
0.06% 126
2016
Q2
$50K Hold
654
0.05% 114
2016
Q1
$50K Hold
654
0.05% 108
2015
Q4
$44K Buy
654
+78
+14% +$5.25K 0.05% 114
2015
Q3
$38K Hold
576
0.04% 120
2015
Q2
$49K Hold
576
0.05% 124
2015
Q1
$46K Hold
576
0.05% 124
2014
Q4
$53K Sell
576
-424
-42% -$39K 0.06% 120
2014
Q3
$99K Hold
1,000
0.11% 98
2014
Q2
$109K Sell
1,000
-403
-29% -$43.9K 0.12% 84
2014
Q1
$139K Sell
1,403
-119
-8% -$11.8K 0.15% 83
2013
Q4
$138K Sell
1,522
-385
-20% -$34.9K 0.14% 86
2013
Q3
$159K Sell
1,907
-582
-23% -$48.5K 0.18% 82
2013
Q2
$205K Buy
+2,489
New +$205K 0.3% 67