Stokes Capital Advisors, LLC CAT Holdings History
Stokes Capital Advisors, LLC's Caterpillar Inc Holding Summary
As of 2025-06-30, Stokes Capital Advisors, LLC held 10,684.00 shares of Caterpillar Inc(CAT), totaling $4.15 Mil. This investment constitutes 1.02% of their stock portfolio, and Stokes Capital Advisors, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2024Q1. And since then Stokes Capital Advisors, LLC has made 2 purchases of CAT, at an average price of $353.67, for a total of 11,748.00 shares. In addition, there have been 2 sales at an average price of $343.58 for 1,064.00 shares. Based on historical transaction data and CAT's current price of $413.71, Stokes Capital Advisors, LLC's estimated gain on his CAT holdings is $630,723.91, reflecting a 15.18% gain to date.
Stokes Capital Advisors, LLC CAT ($413.71) Holding Chart
Stokes Capital 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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