Dana Large Cap Equity Fund CAT Holdings History
Dana Large Cap Equity Fund's Caterpillar Inc Holding Summary
As of 2025-04-30, VALUED ADVISERS TRUST held - shares of Caterpillar Inc(CAT), totaling N/A. This investment constitutes 0% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2023Q4. And since then Dana Large Cap Equity Fund has made 1 purchases of CAT, at an average price of $271.74, for a total of 5,700.00 shares. In addition, there have been 4 sales at an average price of $324.23 for 5,700.00 shares. Based on historical transaction data and CAT's current price of $427.59, Dana Large Cap Equity Fund's estimated gain on his CAT holdings is $299,199.00, reflecting a 19.32% gain to date.
Dana Large Cap Equity Fund CAT ($427.59) Holding Chart
Dana Large Cap Equity Fund CAT ($427.59) 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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