Coulter & Justus Financial Services, LLC CAT Holdings History
Coulter & Justus Financial Services, LLC's Caterpillar Inc Holding Summary
As of 2024-03-31, Coulter & Justus Financial Services, LLC held 38,531.00 shares of Caterpillar Inc(CAT), totaling $14.12 Mil. This investment constitutes 3.14% of their stock portfolio, and Coulter & Justus Financial Services, LLC now holds 0.01% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2022Q4. And since then Coulter & Justus Financial Services, LLC has made 2 purchases of CAT, at an average price of $317.21, for a total of 38,531.00 shares. Based on historical transaction data and CAT's current price of $413.71, Coulter & Justus Financial Services, LLC's estimated gain on his CAT holdings is $3.72 Mil, reflecting a 30.42% gain to date.
Coulter & Justus Financial Services, LLC CAT ($413.71) Holding Chart
Coulter & Justus Financial Services, 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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