Clayton Financial 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	–	Sell	-615	Closed	-$203K	–	40
2025 Q1	$203K	Buy	+615	New	+$203K	0.07%	115
2024 Q4	–	Sell	-525	Closed	-$205K	–	122
2024 Q3	$205K	Buy	+525	New	+$205K	0.08%	120