S&CO INC CAT Holdings History

Number of Shares
114,895.00
Current Holdings Value*
$37.89 Mil
% of Portfolio
2.54%
Total Estimate Gain
$38.48 Mil
% of Total Estimate Gain
224.07%

S&CO INC's Caterpillar Inc Holding Summary

As of 2025-03-31, S&CO INC held 114,895.00 shares of Caterpillar Inc(CAT), totaling $37.89 Mil. This investment constitutes 2.54% of their stock portfolio, and S&CO INC now holds 0.02% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2014Q1. And since then S&CO INC has made 7 purchases of CAT, at an average price of $98.63, for a total of 174,134.00 shares. In addition, there have been 28 sales at an average price of $159.50 for 59,239.00 shares. Based on historical transaction data and CAT's current price of $402.18, S&CO INC's estimated gain on his CAT holdings is $38.48 Mil, reflecting a 224.07% gain to date.

S&CO INC CAT ($402.18) Holding Chart

S&CO INC CAT ($402.18) 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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