Guggenheim StylePlus-Large Core Fund CAT Holdings History
Guggenheim StylePlus-Large Core Fund's Caterpillar Inc Holding Summary
As of 2024-09-30, Guggenheim StylePlus-Large Core Fund held 2,363.00 shares of Caterpillar Inc(CAT), totaling $924,220.00. This investment constitutes 1.54% of their stock portfolio, and Guggenheim StylePlus-Large Core Fund now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2019Q3. And since then Guggenheim StylePlus-Large Core Fund has made 5 purchases of CAT, at an average price of $180.45, for a total of 3,142.00 shares. In addition, there have been 2 sales at an average price of $249.79 for 779.00 shares. Based on historical transaction data and CAT's current price of $418.07, Guggenheim StylePlus-Large Core Fund's estimated gain on his CAT holdings is $615,512.46, reflecting a 108.56% gain to date.
Guggenheim StylePlus-Large Core Fund CAT ($418.07) Holding Chart
Guggenheim StylePlus-Large Core Fund CAT ($418.07) 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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