Cetera Trust Company, N.A CAT Holdings History
Number of Shares
2,198.00
Current Holdings Value*
$724,900.00
% of Portfolio
0.46%
Total Estimate Gain
$116,659.67
% of Total Estimate Gain
15.59%
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 $393.48, Cetera Trust Company, N.A's estimated gain on his CAT holdings is $116,659.67, reflecting a 15.59% gain to date.
Cetera Trust Company, N.A CAT ($393.48) Holding Chart
Cetera Trust Company, N.A CAT ($393.48) 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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