Number of Shares
21,115.00
Current Holdings Value*
$6.96 Mil
% of Portfolio
3.46%
Total Estimate Gain
$7.83 Mil
% of Total Estimate Gain
209.41%

Aull & Monroe Investment Management Corp's Caterpillar Inc Holding Summary

As of 2025-03-31, Aull & Monroe Investment Management Corp held 21,115.00 shares of Caterpillar Inc(CAT), totaling $6.96 Mil. This investment constitutes 3.46% of their stock portfolio, and Aull & Monroe Investment Management Corp now holds 0% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2013Q4. And since then Aull & Monroe Investment Management Corp has made 8 purchases of CAT, at an average price of $86.79, for a total of 43,098.00 shares. In addition, there have been 29 sales at an average price of $169.56 for 21,983.00 shares. Based on historical transaction data and CAT's current price of $371.58, Aull & Monroe Investment Management Corp's estimated gain on his CAT holdings is $7.83 Mil, reflecting a 209.41% gain to date.

Aull & Monroe Investment Management Corp CAT ($371.58) Holding Chart

Aull & Monroe Investment Management Corp CAT ($371.58) 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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