Connectus Wealth, LLC CAT Holdings History
Connectus Wealth, LLC's Caterpillar Inc Holding Summary
As of 2024-03-31, Connectus Wealth, LLC held 71,187.00 shares of Caterpillar Inc(CAT), totaling $26.09 Mil. This investment constitutes 0.72% of their stock portfolio, and Connectus Wealth, LLC now holds 0.01% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2021Q4. And since then Connectus Wealth, LLC has made 5 purchases of CAT, at an average price of $302.74, for a total of 81,342.00 shares. In addition, there have been 3 sales at an average price of $211.32 for 10,155.00 shares. Based on historical transaction data and CAT's current price of $413.71, Connectus Wealth, LLC's estimated gain on his CAT holdings is $6.97 Mil, reflecting a 28.31% gain to date.
Connectus Wealth, LLC CAT ($413.71) Holding Chart
Connectus Wealth, LLC 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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