ROTHSCHILD INVESTMENT LLC CAT Holdings History
ROTHSCHILD INVESTMENT LLC's Caterpillar Inc Holding Summary
As of 2025-03-31, ROTHSCHILD INVESTMENT LLC held 26,137.00 shares of Caterpillar Inc(CAT), totaling $8.62 Mil. This investment constitutes 0.58% of their stock portfolio, and ROTHSCHILD INVESTMENT LLC now holds 0.01% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2023Q4. And since then ROTHSCHILD INVESTMENT LLC has made 3 purchases of CAT, at an average price of $326.42, for a total of 26,463.00 shares. In addition, there have been 2 sales at an average price of $346.11 for 326.00 shares. Based on historical transaction data and CAT's current price of $426.61, ROTHSCHILD INVESTMENT LLC's estimated gain on his CAT holdings is $2.63 Mil, reflecting a 30.39% gain to date.
ROTHSCHILD INVESTMENT LLC CAT ($426.61) Holding Chart
ROTHSCHILD INVESTMENT LLC CAT ($426.61) 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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