Boit C F David CAT Holdings History
Number of Shares
19,500.00
Current Holdings Value*
$6.43 Mil
% of Portfolio
3.25%
Total Estimate Gain
$3.87 Mil
% of Total Estimate Gain
71.80%
Boit C F David's Caterpillar Inc Holding Summary
As of 2025-03-31, Boit C F David held 19,500.00 shares of Caterpillar Inc(CAT), totaling $6.43 Mil. This investment constitutes 3.25% of their stock portfolio, and Boit C F David now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2021Q2. And since then Boit C F David has made 1 purchases of CAT, at an average price of $233.60, for a total of 23,100.00 shares. In addition, there have been 3 sales at an average price of $334.21 for 3,600.00 shares. Based on historical transaction data and CAT's current price of $413.71, Boit C F David's estimated gain on his CAT holdings is $3.87 Mil, reflecting a 71.80% gain to date.
Boit C F David CAT ($413.71) Holding Chart
Boit C F David CAT ($413.71) 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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