RFG Holdings’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Buy	+635	New	+$247K	0.07%	53
2025 Q1	–	Sell	-580	Closed	-$210K	–	60
2024 Q4	$210K	Sell	580 -16	-3%	-$5.8K	0.07%	55
2024 Q3	$233K	Buy	+596	New	+$233K	0.08%	49