Number of Shares
46,037.00
Current Holdings Value*
$15.18 Mil
% of Portfolio
1.8%
Total Estimate Gain
$8.59 Mil
% of Total Estimate Gain
37.08%

Inspire Investing, LLC's Caterpillar Inc Holding Summary

As of 2025-03-31, Inspire Investing, LLC held 46,037.00 shares of Caterpillar Inc(CAT), totaling $15.18 Mil. This investment constitutes 1.8% 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 12 purchases of CAT, at an average price of $227.55, for a total of 101,812.00 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 $404.64, Inspire Investing, LLC's estimated gain on his CAT holdings is $8.59 Mil, reflecting a 37.08% gain to date.

Inspire Investing, LLC CAT ($404.64) Holding Chart

Inspire Investing, LLC CAT ($404.64) 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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