AmeriFlex Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$613K	Sell	1,606 -2,826	-64%	-$1.08M	0.32%	62
2025 Q1	$1.46M	Buy	4,432 +989	+29%	+$326K	0.6%	34
2024 Q4	$1.28M	Buy	+3,443	New	+$1.28M	0.59%	39