Number of Shares
13,536.00
Current Holdings Value*
$4.46 Mil
% of Portfolio
2.49%
Total Estimate Gain
$2.38 Mil
% of Total Estimate Gain
58.51%

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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