Sentry LLC CAT Holdings History

Number of Shares
19,904.00
Current Holdings Value*
$6.56 Mil
% of Portfolio
1.28%
Total Estimate Gain
$3.86 Mil
% of Total Estimate Gain
61.75%

Sentry LLC's Caterpillar Inc Holding Summary

As of 2025-03-31, Sentry LLC held 19,904.00 shares of Caterpillar Inc(CAT), totaling $6.56 Mil. This investment constitutes 1.28% of their stock portfolio, and Sentry LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2023Q1. And since then Sentry LLC has made 1 purchases of CAT, at an average price of $249.16, for a total of 25,113.00 shares. In addition, there have been 4 sales at an average price of $365.35 for 5,209.00 shares. Based on historical transaction data and CAT's current price of $412.88, Sentry LLC's estimated gain on his CAT holdings is $3.86 Mil, reflecting a 61.75% gain to date.

Sentry LLC CAT ($412.88) Holding Chart

Sentry LLC CAT ($412.88) 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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