Position in CAT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$770,804
+$75,340 QoQ
Shares Held
1,088
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Koss-Olinger Consulting, LLC holds $2,405,095 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (32.0% of the industry book) .
All Filings in CAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $770,804 | 1,088 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $695,464 | 1,214 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $674,212 | 1,413 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $570,280 | 1,469 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $485,795 | 1,473 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $304,291 | 778 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $259,151 | 778 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $237,127 | 802 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $212,121 | 777 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||