Legacy Financial Strategies, LLC CAT Holdings History
Legacy Financial Strategies, LLC's Caterpillar Inc Holding Summary
As of 2025-03-31, Legacy Financial Strategies, LLC held 3,893.00 shares of Caterpillar Inc(CAT), totaling $1.28 Mil. This investment constitutes 0.28% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2020Q3. And since then Legacy Financial Strategies, LLC has made 6 purchases of CAT, at an average price of $196.05, for a total of 19,042.00 shares. In addition, there have been 5 sales at an average price of $276.25 for 15,149.00 shares. Based on historical transaction data and CAT's current price of $394.29, Legacy Financial Strategies, LLC's estimated gain on his CAT holdings is $1.99 Mil, reflecting a 53.22% gain to date.
Legacy Financial Strategies, LLC CAT ($394.29) Holding Chart
Legacy Financial Strategies, LLC CAT ($394.29) 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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