Clark & Stuart, Inc CAT Holdings History
Number of Shares
689.00
Current Holdings Value*
$227,230.00
% of Portfolio
0.17%
Total Estimate Gain
$-73,993.73
% of Total Estimate Gain
-5.32%
Clark & Stuart, Inc's Caterpillar Inc Holding Summary
As of 2025-03-31, Clark & Stuart, Inc held 689.00 shares of Caterpillar Inc(CAT), totaling $227,230.00. This investment constitutes 0.17% of their stock portfolio, and Clark & Stuart, Inc now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $356.21 for 2,895.00 shares. Based on historical transaction data and CAT's current price of $412.88, Clark & Stuart, Inc's estimated gain on his CAT holdings is $-73,993.73, reflecting a -5.32% gain to date.
Clark & Stuart, Inc CAT ($412.88) Holding Chart
Clark & Stuart, Inc CAT ($412.88) 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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