Trinity Legacy Partners, LLC CAT Holdings History
Trinity Legacy Partners, LLC's Caterpillar Inc Holding Summary
As of 2025-03-31, Trinity Legacy Partners, LLC held 3,968.00 shares of Caterpillar Inc(CAT), totaling $1.40 Mil. This investment constitutes 0.35% of their stock portfolio, and Trinity Legacy Partners, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2018Q4. And since then Trinity Legacy Partners, LLC has made 7 purchases of CAT, at an average price of $172.57, for a total of 47,164.00 shares. In addition, there have been 9 sales at an average price of $221.05 for 43,196.00 shares. Based on historical transaction data and CAT's current price of $397.86, Trinity Legacy Partners, LLC's estimated gain on his CAT holdings is $2.99 Mil, reflecting a 36.71% gain to date.
Trinity Legacy Partners, LLC CAT ($397.86) Holding Chart
Trinity Legacy Partners, LLC CAT ($397.86) 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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