Number of Shares
46,015.00
Current Holdings Value*
$15.18 Mil
% of Portfolio
0.55%
Total Estimate Gain
$20.10 Mil
% of Total Estimate Gain
177.15%

FineMark National Bank & Trust's Caterpillar Inc Holding Summary

As of 2025-03-31, FineMark National Bank & Trust held 46,015.00 shares of Caterpillar Inc(CAT), totaling $15.18 Mil. This investment constitutes 0.55% of their stock portfolio, and FineMark National Bank & Trust now holds 0.01% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2014Q1. And since then FineMark National Bank & Trust has made 17 purchases of CAT, at an average price of $131.87, for a total of 86,045.00 shares. In addition, there have been 18 sales at an average price of $291.90 for 40,030.00 shares. Based on historical transaction data and CAT's current price of $429.52, FineMark National Bank & Trust's estimated gain on his CAT holdings is $20.10 Mil, reflecting a 177.15% gain to date.

FineMark National Bank & Trust CAT ($429.52) Holding Chart

FineMark National Bank & Trust CAT ($429.52) 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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