Sightline Wealth Advisors, LLC CAT Holdings History
Sightline Wealth Advisors, LLC's Caterpillar Inc Holding Summary
As of 2025-06-30, Sightline Wealth Advisors, LLC held - shares of Caterpillar Inc(CAT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2024Q2. And since then Sightline Wealth Advisors, LLC has made 1 purchases of CAT, at an average price of $346.74, for a total of 797.00 shares. In addition, there have been 1 sales at an average price of $333.25 for 797.00 shares. Based on historical transaction data and CAT's current price of $413.71, Sightline Wealth Advisors, LLC's estimated gain on his CAT holdings is $-10,751.53, reflecting a -3.89% gain to date.
Sightline Wealth Advisors, LLC CAT ($413.71) Holding Chart
Sightline Wealth Advisors, LLC CAT ($413.71) 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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