Series Y (StylePlus-Large Growth Series) CAT Holdings History
Series Y (StylePlus-Large Growth Series)'s Caterpillar Inc Holding Summary
As of 2024-09-30, Series Y (StylePlus-Large Growth Series) held 502.00 shares of Caterpillar Inc(CAT), totaling $196,340.00. This investment constitutes 1.54% of their stock portfolio, and Series Y (StylePlus-Large Growth Series) now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2022Q4. And since then Series Y (StylePlus-Large Growth Series) has made 5 purchases of CAT, at an average price of $243.29, for a total of 627.00 shares. In addition, there have been 2 sales at an average price of $291.39 for 125.00 shares. Based on historical transaction data and CAT's current price of $412.88, Series Y (StylePlus-Large Growth Series)'s estimated gain on his CAT holdings is $91,148.46, reflecting a 59.75% gain to date.
Series Y (StylePlus-Large Growth Series) CAT ($412.88) Holding Chart
Series Y (StylePlus-Large Growth Series) 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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