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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