Milestone Asset Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$808K	Buy	2,081 +712	+52%	+$276K	0.17%	108
2025 Q1	$452K	Sell	1,369 -3,591	-72%	-$1.18M	0.1%	149
2024 Q4	$1.8M	Buy	4,960 +1,456	+42%	+$528K	0.4%	68
2024 Q3	$1.37M	Buy	3,504 +143	+4%	+$55.9K	0.31%	72
2024 Q2	$1.12M	Buy	+3,361	New	+$1.12M	0.28%	73