Retirement Group, LLC CAT Holdings History

Number of Shares
544.00
Current Holdings Value*
$199,300.00
% of Portfolio
0.07%
Total Estimate Gain
$3.78 Mil
% of Total Estimate Gain
112.28%

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 %

Top Ranked Articles

  • 1