J.P. Marvel Investment Advisors, LLC CAT Holdings History
J.P. Marvel Investment Advisors, LLC's Caterpillar Inc Holding Summary
As of 2025-03-31, J.P. Marvel Investment Advisors, LLC held 11,734.00 shares of Caterpillar Inc(CAT), totaling $3.87 Mil. This investment constitutes 0.67% of their stock portfolio, and J.P. Marvel Investment Advisors, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2014Q1. And since then J.P. Marvel Investment Advisors, LLC has made 8 purchases of CAT, at an average price of $104.60, for a total of 15,373.00 shares. In addition, there have been 16 sales at an average price of $176.43 for 3,639.00 shares. Based on historical transaction data and CAT's current price of $404.64, J.P. Marvel Investment Advisors, LLC's estimated gain on his CAT holdings is $3.78 Mil, reflecting a 235.21% gain to date.
J.P. Marvel Investment Advisors, LLC CAT ($404.64) Holding Chart
J.P. Marvel Investment Advisors, 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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