Retirement Group, LLC CAT Holdings History
Retirement Group, LLC's Caterpillar Inc Holding Summary
As of 2024-03-31, Retirement Group, LLC held 544.00 shares of Caterpillar Inc(CAT), totaling $199,300.00. This investment constitutes 0.07% of their stock portfolio, and Retirement Group, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 9 purchases of CAT, at an average price of $142.28, for a total of 23,686.00 shares. In addition, there have been 7 sales at an average price of $299.55 for 23,142.00 shares. Based on historical transaction data and CAT's current price of $408.33, Retirement Group, LLC's estimated gain on his CAT holdings is $3.78 Mil, reflecting a 112.28% gain to date.
Retirement Group, LLC CAT ($408.33) Holding Chart
Retirement Group, LLC CAT ($408.33) 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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