Halter Ferguson Financial’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Buy	+581	New	+$226K	0.08%	28
2024 Q4	–	Sell	-537	Closed	-$210K	–	33
2024 Q3	$210K	Buy	+537	New	+$210K	0.11%	31