Fairfield Financial Advisors, LTD CAT Holdings History
Fairfield Financial Advisors, LTD's Caterpillar Inc Holding Summary
As of 2025-03-31, Fairfield Financial Advisors, LTD held 8,959.00 shares of Caterpillar Inc(CAT), totaling $2.95 Mil. This investment constitutes 1.67% of their stock portfolio, and Fairfield Financial Advisors, LTD now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2023Q3. And since then Fairfield Financial Advisors, LTD has made 5 purchases of CAT, at an average price of $341.21, for a total of 8,959.00 shares. Based on historical transaction data and CAT's current price of $413.71, Fairfield Financial Advisors, LTD's estimated gain on his CAT holdings is $649,484.71, reflecting a 21.25% gain to date.
Fairfield Financial Advisors, LTD CAT ($413.71) Holding Chart
Fairfield Financial Advisors, LTD 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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