ELEVATE WEALTH ADVISORY, INC CAT Holdings History
ELEVATE WEALTH ADVISORY, INC's Caterpillar Inc Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 2,862.00 shares of Caterpillar Inc(CAT), totaling $943,890.00. This investment constitutes 0.67% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 1 purchases of CAT, at an average price of $259.43, for a total of 4,135.00 shares. In addition, there have been 4 sales at an average price of $351.77 for 1,273.00 shares. Based on historical transaction data and CAT's current price of $413.71, ELEVATE WEALTH ADVISORY, INC's estimated gain on his CAT holdings is $559,099.24, reflecting a 52.12% gain to date.
ELEVATE WEALTH ADVISORY, INC CAT ($413.71) Holding Chart
ELEVATE WEALTH ADVISORY, INC 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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