Fusion Capital, LLC CAT Holdings History

Number of Shares
23,332.00
Current Holdings Value*
$7.69 Mil
% of Portfolio
2.93%
Total Estimate Gain
$5.51 Mil
% of Total Estimate Gain
127.47%

Fusion Capital, LLC's Caterpillar Inc Holding Summary

As of 2025-03-31, Fusion Capital, LLC held 23,332.00 shares of Caterpillar Inc(CAT), totaling $7.69 Mil. This investment constitutes 2.93% of their stock portfolio, and Fusion Capital, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2020Q3. And since then Fusion Capital, LLC has made 15 purchases of CAT, at an average price of $169.54, for a total of 25,509.00 shares. In addition, there have been 4 sales at an average price of $323.02 for 2,177.00 shares. Based on historical transaction data and CAT's current price of $391.51, Fusion Capital, LLC's estimated gain on his CAT holdings is $5.51 Mil, reflecting a 127.47% gain to date.

Fusion Capital, LLC CAT ($391.51) Holding Chart

Fusion Capital, LLC CAT ($391.51) 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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