Providence Wealth Advisors, LLC CAT Holdings History
Providence Wealth Advisors, LLC's Caterpillar Inc Holding Summary
As of 2025-03-31, Providence Wealth Advisors, LLC held 11,178.00 shares of Caterpillar Inc(CAT), totaling $3.68 Mil. This investment constitutes 2.79% of their stock portfolio, and Providence Wealth Advisors, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2018Q2. And since then Providence Wealth Advisors, LLC has made 10 purchases of CAT, at an average price of $179.75, for a total of 27,274.00 shares. In addition, there have been 18 sales at an average price of $184.86 for 16,096.00 shares. Based on historical transaction data and CAT's current price of $413.71, Providence Wealth Advisors, LLC's estimated gain on his CAT holdings is $2.70 Mil, reflecting a 55.02% gain to date.
Providence Wealth Advisors, LLC CAT ($413.71) Holding Chart
Providence Wealth Advisors, LLC 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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