Ashton Thomas Securities’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-614	Closed	-$202K	–	287
2025 Q1	$202K	Sell	614 -41	-6%	-$13.5K	0.06%	222
2024 Q4	$240K	Buy	655 +93	+17%	+$34.1K	0.07%	202
2024 Q3	$220K	Buy	+562	New	+$220K	0.04%	257