Number of Shares
50,232.00
Current Holdings Value*
$19.50 Mil
% of Portfolio
2.12%
Total Estimate Gain
$10.14 Mil
% of Total Estimate Gain
41.28%

Inspire Investing, LLC's Caterpillar Inc Holding Summary

As of 2025-06-30, Inspire Investing, LLC held 50,232.00 shares of Caterpillar Inc(CAT), totaling $19.50 Mil. This investment constitutes 2.12% of their stock portfolio, and Inspire Investing, LLC now holds 0.01% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2019Q1. And since then Inspire Investing, LLC has made 13 purchases of CAT, at an average price of $231.73, for a total of 106,007.00 shares. In addition, there have been 13 sales at an average price of $235.41 for 55,775.00 shares. Based on historical transaction data and CAT's current price of $429.52, Inspire Investing, LLC's estimated gain on his CAT holdings is $10.14 Mil, reflecting a 41.28% gain to date.

Inspire Investing, LLC CAT ($429.52) Holding Chart

Inspire Investing, 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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