U.S. Quality ESG Fund CAT Holdings History
U.S. Quality ESG Fund's Caterpillar Inc Holding Summary
As of 2025-03-31, U.S. Quality ESG Fund held 8,272.00 shares of Caterpillar Inc(CAT), totaling $2.73 Mil. This investment constitutes 0.56% of their stock portfolio, and U.S. Quality ESG Fund now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2019Q3. And since then U.S. Quality ESG Fund has made 3 purchases of CAT, at an average price of $127.28, for a total of 9,377.00 shares. In addition, there have been 1 sales at an average price of $384.30 for 1,105.00 shares. Based on historical transaction data and CAT's current price of $381.88, U.S. Quality ESG Fund's estimated gain on his CAT holdings is $2.39 Mil, reflecting a 200.25% gain to date.
U.S. Quality ESG Fund CAT ($381.88) Holding Chart
U.S. Quality ESG Fund CAT ($381.88) 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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