Quantitative U.S. Large Cap Value Equity Portfolio CAT Holdings History
Disciplined U.S. Value Equity Portfolio's Caterpillar Inc Holding Summary
As of 2025-04-30, Disciplined U.S. Value Equity Portfolio held 49.00 shares of Caterpillar Inc(CAT), totaling $15,150.00. This investment constitutes 0.77% of their stock portfolio, and Disciplined U.S. Value Equity Portfolio now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2020Q3. And since then Disciplined U.S. Value Equity Portfolio has made 3 purchases of CAT, at an average price of $181.41, for a total of 354.00 shares. In addition, there have been 2 sales at an average price of $201.53 for 305.00 shares. Based on historical transaction data and CAT's current price of $390.30, Disciplined U.S. Value Equity Portfolio's estimated gain on his CAT holdings is $16,372.46, reflecting a 25.49% gain to date.
Disciplined U.S. Value Equity Portfolio CAT ($390.30) Holding Chart
Disciplined U.S. Value Equity Portfolio CAT ($390.30) 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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