Hixon Zuercher, LLC CAT Holdings History

Number of Shares
23,435.00
Current Holdings Value*
$7.73 Mil
% of Portfolio
2.72%
Total Estimate Gain
$4.89 Mil
% of Total Estimate Gain
81.93%

Hixon Zuercher, LLC's Caterpillar Inc Holding Summary

As of 2025-03-31, Hixon Zuercher, LLC held 23,435.00 shares of Caterpillar Inc(CAT), totaling $7.73 Mil. This investment constitutes 2.72% of their stock portfolio, and Hixon Zuercher, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2021Q1. And since then Hixon Zuercher, LLC has made 13 purchases of CAT, at an average price of $232.24, for a total of 25,714.00 shares. In addition, there have been 4 sales at an average price of $350.30 for 2,279.00 shares. Based on historical transaction data and CAT's current price of $429.52, Hixon Zuercher, LLC's estimated gain on his CAT holdings is $4.89 Mil, reflecting a 81.93% gain to date.

Hixon Zuercher, LLC CAT ($429.52) Holding Chart

Hixon Zuercher, LLC 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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