Number of Shares
621.00
Current Holdings Value*
$204,880.00
% of Portfolio
0.19%
Total Estimate Gain
$43,656.30
% of Total Estimate Gain
19.74%

Carbahal Olsen Financial Services Group, LLC's Caterpillar Inc Holding Summary

As of 2025-03-31, Carbahal Olsen Financial Services Group, LLC held 621.00 shares of Caterpillar Inc(CAT), totaling $204,880.00. This investment constitutes 0.19% of their stock portfolio, and Carbahal Olsen Financial Services Group, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2025Q1. And since then Carbahal Olsen Financial Services Group, LLC has made 1 purchases of CAT, at an average price of $356.21, for a total of 621.00 shares. Based on historical transaction data and CAT's current price of $426.51, Carbahal Olsen Financial Services Group, LLC's estimated gain on his CAT holdings is $43,656.30, reflecting a 19.74% gain to date.

Carbahal Olsen Financial Services Group, LLC CAT ($426.51) Holding Chart

Carbahal Olsen Financial Services Group, LLC CAT ($426.51) 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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