MP 63 Fund CAT Holdings History

Number of Shares
6,624.00
Current Holdings Value*
$2.28 Mil
% of Portfolio
2.46%
Total Estimate Gain
$1.58 Mil
% of Total Estimate Gain
74.13%

MP 63 Fund's Caterpillar Inc Holding Summary

As of 2025-02-28, MP 63 Fund held 6,624.00 shares of Caterpillar Inc(CAT), totaling $2.28 Mil. This investment constitutes 2.46% of their stock portfolio, and MP 63 Fund now holds 0% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2022Q1. And since then MP 63 Fund has made 4 purchases of CAT, at an average price of $209.94, for a total of 10,148.00 shares. In addition, there have been 8 sales at an average price of $275.05 for 3,524.00 shares. Based on historical transaction data and CAT's current price of $413.71, MP 63 Fund's estimated gain on his CAT holdings is $1.58 Mil, reflecting a 74.13% gain to date.

MP 63 Fund CAT ($413.71) Holding Chart

MP 63 Fund CAT ($413.71) 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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