Dunham Large Cap Value Fund CAT Holdings History
Dunham Large Cap Value Fund's Caterpillar Inc Holding Summary
As of 2025-04-30, Dunham Funds held - shares of Caterpillar Inc(CAT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Dunham Funds now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2021Q4. And since then Dunham Large Cap Value Fund has made 6 purchases of CAT, at an average price of $205.21, for a total of 8,559.00 shares. In addition, there have been 8 sales at an average price of $296.64 for 8,559.00 shares. Based on historical transaction data and CAT's current price of $413.87, Dunham Large Cap Value Fund's estimated gain on his CAT holdings is $782,565.75, reflecting a 44.56% gain to date.
Dunham Large Cap Value Fund CAT ($413.87) Holding Chart
Dunham Large Cap Value Fund CAT ($413.87) 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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