Number of Shares
1,621.00
Current Holdings Value*
$534,610.00
% of Portfolio
1.63%
Total Estimate Gain
$502,202.78
% of Total Estimate Gain
26.88%

Gotham Large Value Fund's Caterpillar Inc Holding Summary

As of 2025-03-31, Gotham Large Value Fund held 1,621.00 shares of Caterpillar Inc(CAT), totaling $534,610.00. This investment constitutes 1.63% of their stock portfolio, and Gotham Large Value Fund now holds 0% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2019Q3. And since then Gotham Large Value Fund has made 6 purchases of CAT, at an average price of $179.89, for a total of 10,385.00 shares. In addition, there have been 12 sales at an average price of $193.30 for 8,764.00 shares. Based on historical transaction data and CAT's current price of $417.19, Gotham Large Value Fund's estimated gain on his CAT holdings is $502,202.78, reflecting a 26.88% gain to date.

Gotham Large Value Fund CAT ($417.19) Holding Chart

Gotham Large Value Fund CAT ($417.19) 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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