Atwater Malick LLC CAT Holdings History

Number of Shares
42,740.00
Current Holdings Value*
$14.10 Mil
% of Portfolio
4.77%
Total Estimate Gain
$10.39 Mil
% of Total Estimate Gain
151.20%

Atwater Malick LLC's Caterpillar Inc Holding Summary

As of 2025-03-31, Atwater Malick LLC held 42,740.00 shares of Caterpillar Inc(CAT), totaling $14.10 Mil. This investment constitutes 4.77% of their stock portfolio, and Atwater Malick LLC now holds 0.01% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2018Q4. And since then Atwater Malick LLC has made 22 purchases of CAT, at an average price of $149.34, for a total of 45,996.00 shares. In addition, there have been 3 sales at an average price of $249.73 for 3,256.00 shares. Based on historical transaction data and CAT's current price of $384.71, Atwater Malick LLC's estimated gain on his CAT holdings is $10.39 Mil, reflecting a 151.20% gain to date.

Atwater Malick LLC CAT ($384.71) Holding Chart

Atwater Malick LLC CAT ($384.71) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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