PPM Large Cap Value Fund CAT Holdings History
PPM Large Cap Value Fund 's Caterpillar Inc Holding Summary
As of 2020-09-30, PPM Large Cap Value Fund held 1,500.00 shares of Caterpillar Inc(CAT), totaling $223,730.00. This investment constitutes 2.73% of their stock portfolio, and PPM Large Cap Value Fund now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2020Q1. And since then PPM Large Cap Value Fund has made 2 purchases of CAT, at an average price of $129.66, for a total of 1,500.00 shares. Based on historical transaction data and CAT's current price of $413.71, PPM Large Cap Value Fund 's estimated gain on his CAT holdings is $426,069.00, reflecting a 219.06% gain to date.
PPM Large Cap Value Fund CAT ($413.71) Holding Chart
PPM Large Cap Value 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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