Resolute Wealth Strategies, LLC CAT Holdings History
Resolute Wealth Strategies, LLC's Caterpillar Inc Holding Summary
As of 2025-03-31, Resolute Wealth Strategies, LLC held 13,536.00 shares of Caterpillar Inc(CAT), totaling $4.46 Mil. This investment constitutes 2.49% of their stock portfolio, and Resolute Wealth Strategies, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2023Q1. And since then Resolute Wealth Strategies, LLC has made 1 purchases of CAT, at an average price of $241.91, for a total of 16,829.00 shares. In addition, there have been 7 sales at an average price of $318.08 for 3,293.00 shares. Based on historical transaction data and CAT's current price of $399.35, Resolute Wealth Strategies, LLC's estimated gain on his CAT holdings is $2.38 Mil, reflecting a 58.51% gain to date.
Resolute Wealth Strategies, LLC CAT ($399.35) Holding Chart
Resolute Wealth Strategies, LLC CAT ($399.35) 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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