Number of Shares
2,198.00
Current Holdings Value*
$724,900.00
% of Portfolio
0.46%
Total Estimate Gain
$112,340.60
% of Total Estimate Gain
15.01%

Cetera Trust Company, N.A's Caterpillar Inc Holding Summary

As of 2025-03-31, Cetera Trust Company, N.A held 2,198.00 shares of Caterpillar Inc(CAT), totaling $724,900.00. This investment constitutes 0.46% of their stock portfolio, and Cetera Trust Company, N.A now holds 0% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2023Q4. And since then Cetera Trust Company, N.A has made 1 purchases of CAT, at an average price of $340.40, for a total of 2,198.00 shares. Based on historical transaction data and CAT's current price of $391.51, Cetera Trust Company, N.A's estimated gain on his CAT holdings is $112,340.60, reflecting a 15.01% gain to date.

Cetera Trust Company, N.A CAT ($391.51) Holding Chart

Cetera Trust Company, N.A CAT ($391.51) 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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