AFT Forsyth & Company’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$705K	Hold	1,815	–	–	0.36%	56
2025 Q1	$599K	Hold	1,815	–	–	0.32%	70
2024 Q4	$658K	Hold	1,815	–	–	0.32%	68
2024 Q3	$710K	Hold	1,815	–	–	0.35%	65
2024 Q2	$605K	Hold	1,815	–	–	0.3%	75
2024 Q1	$665K	Sell	1,815 -110	-6%	-$40.3K	0.38%	64
2023 Q4	$569K	Sell	1,925 -35	-2%	-$10.3K	0.36%	73
2023 Q3	$535K	Hold	1,960	–	–	0.39%	69
2023 Q2	$482K	Hold	1,960	–	–	0.34%	77
2023 Q1	$449K	Hold	1,960	–	–	0.35%	82
2022 Q4	$470K	Hold	1,960	–	–	0.4%	76
2022 Q3	$322K	Hold	1,960	–	–	0.29%	103
2022 Q2	$350K	Buy	1,960 +110	+6%	+$19.6K	0.28%	100
2022 Q1	$412K	Hold	1,850	–	–	0.26%	102
2021 Q4	$382K	Hold	1,850	–	–	0.2%	116
2021 Q3	$355K	Hold	1,850	–	–	0.19%	121
2021 Q2	$403K	Hold	1,850	–	–	0.22%	122
2021 Q1	$429K	Hold	1,850	–	–	0.26%	114
2020 Q4	$337K	Hold	1,850	–	–	0.21%	122
2020 Q3	$276K	Hold	1,850	–	–	0.21%	114
2020 Q2	$234K	Hold	1,850	–	–	0.2%	113
2020 Q1	$215K	Sell	1,850 -352	-16%	-$40.8K	0.22%	116
2019 Q4	$325K	Hold	2,202	–	–	0.25%	110
2019 Q3	$278K	Hold	2,202	–	–	0.23%	116
2019 Q2	$300K	Hold	2,202	–	–	0.25%	113
2019 Q1	$298K	Hold	2,202	–	–	0.26%	110
2018 Q4	$280K	Sell	2,202 -148	-6%	-$18.8K	0.28%	109
2018 Q3	$358K	Hold	2,350	–	–	0.3%	107
2018 Q2	$319K	Hold	2,350	–	–	0.28%	111
2018 Q1	$346K	Hold	2,350	–	–	0.32%	102
2017 Q4	$370K	Buy	+2,350	New	+$370K	0.36%	95
2013 Q3	$684K	Hold	8,200	–	–	0.89%	34
2013 Q2	$676K	Buy	+8,200	New	+$676K	0.97%	31