Shelton Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-892	Closed	-$297K	–	113
2024 Q2	$297K	Sell	892 -1,620	-64%	-$540K	0.17%	100
2024 Q1	$921K	Buy	2,512 +670	+36%	+$246K	0.58%	38
2023 Q4	$545K	Buy	+1,842	New	+$545K	0.39%	53