Number of Shares
84,780.00
Current Holdings Value*
$26.22 Mil
% of Portfolio
0.77%
Total Estimate Gain
$22.05 Mil
% of Total Estimate Gain
47.27%

U.S. Large Cap Growth Portfolio's Caterpillar Inc Holding Summary

As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 84,780.00 shares of Caterpillar Inc(CAT), totaling $26.22 Mil. This investment constitutes 0.77% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.02% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2021Q4. And since then U.S. Large Cap Growth Portfolio has made 10 purchases of CAT, at an average price of $244.17, for a total of 191,070.00 shares. In addition, there have been 3 sales at an average price of $316.44 for 106,290.00 shares. Based on historical transaction data and CAT's current price of $413.71, U.S. Large Cap Growth Portfolio's estimated gain on his CAT holdings is $22.05 Mil, reflecting a 47.27% gain to date.

U.S. Large Cap Growth Portfolio CAT ($413.71) Holding Chart

U.S. Large Cap Growth Portfolio 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 %

Top Ranked Articles

  • 1