Ellsworth Advisors, LLC CAT Holdings History
Ellsworth Advisors, LLC's Caterpillar Inc Holding Summary
As of 2025-03-31, Ellsworth Advisors, LLC held 1,357.00 shares of Caterpillar Inc(CAT), totaling $447,690.00. This investment constitutes 0.12% of their stock portfolio, and Ellsworth Advisors, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2020Q2. And since then Ellsworth Advisors, LLC has made 14 purchases of CAT, at an average price of $211.47, for a total of 36,759.00 shares. In addition, there have been 4 sales at an average price of $351.43 for 35,402.00 shares. Based on historical transaction data and CAT's current price of $401.83, Ellsworth Advisors, LLC's estimated gain on his CAT holdings is $5.21 Mil, reflecting a 67.06% gain to date.
Ellsworth Advisors, LLC CAT ($401.83) Holding Chart
Ellsworth Advisors, LLC CAT ($401.83) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
