BOS Asset Management, LLC CAT Holdings History
BOS Asset Management, LLC's Caterpillar Inc Holding Summary
As of 2025-06-30, BOS Asset Management, LLC held 6,107.00 shares of Caterpillar Inc(CAT), totaling $2.37 Mil. This investment constitutes 0.76% of their stock portfolio, and BOS Asset Management, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2022Q4. And since then BOS Asset Management, LLC has made 2 purchases of CAT, at an average price of $284.94, for a total of 6,125.00 shares. In addition, there have been 1 sales at an average price of $356.21 for 18.00 shares. Based on historical transaction data and CAT's current price of $417.19, BOS Asset Management, LLC's estimated gain on his CAT holdings is $808,922.01, reflecting a 46.35% gain to date.
BOS Asset Management, LLC CAT ($417.19) Holding Chart
BOS Asset Management, LLC CAT ($417.19) 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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