Pinnacle Wealth Management, LLC CAT Holdings History
Pinnacle Wealth Management, LLC's Caterpillar Inc Holding Summary
As of 2025-03-31, Pinnacle Wealth Management, LLC held - shares of Caterpillar Inc(CAT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Pinnacle Wealth Management, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2023Q4. And since then Pinnacle Wealth Management, LLC has made 2 purchases of CAT, at an average price of $270.92, for a total of 11,400.00 shares. In addition, there have been 4 sales at an average price of $342.56 for 11,400.00 shares. Based on historical transaction data and CAT's current price of $388.21, Pinnacle Wealth Management, LLC's estimated gain on his CAT holdings is $816,751.79, reflecting a 26.45% gain to date.
Pinnacle Wealth Management, LLC CAT ($388.21) Holding Chart
Pinnacle Wealth Management, LLC CAT ($388.21) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
