NEW PERSPECTIVE FUND CAT Holdings History

Number of Shares
1.39 Mil
Current Holdings Value*
$458.97 Mil
% of Portfolio
0.35%
Total Estimate Gain
$765.93 Mil
% of Total Estimate Gain
81.70%

NEW PERSPECTIVE FUND's Caterpillar Inc Holding Summary

As of 2025-03-31, NEW PERSPECTIVE FUND held 1.39 Mil shares of Caterpillar Inc(CAT), totaling $458.97 Mil. This investment constitutes 0.35% of their stock portfolio, and NEW PERSPECTIVE FUND now holds 0.3% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2022Q1. And since then NEW PERSPECTIVE FUND has made 3 purchases of CAT, at an average price of $206.71, for a total of 4.53 Mil shares. In addition, there have been 5 sales at an average price of $351.74 for 3.14 Mil shares. Based on historical transaction data and CAT's current price of $429.52, NEW PERSPECTIVE FUND's estimated gain on his CAT holdings is $765.93 Mil, reflecting a 81.70% gain to date.

NEW PERSPECTIVE FUND CAT ($429.52) Holding Chart

NEW PERSPECTIVE FUND 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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