VP Disciplined Core Value Fund CAT Holdings History
VP Disciplined Core Value Fund's Caterpillar Inc Holding Summary
As of 2024-03-31, VP Disciplined Core Value Fund held 14,235.00 shares of Caterpillar Inc(CAT), totaling $5.22 Mil. This investment constitutes 1.48% of their stock portfolio, and VP Disciplined Core Value Fund now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2020Q2. And since then VP Disciplined Core Value Fund has made 4 purchases of CAT, at an average price of $201.38, for a total of 28,936.00 shares. In addition, there have been 2 sales at an average price of $191.61 for 14,701.00 shares. Based on historical transaction data and CAT's current price of $412.76, VP Disciplined Core Value Fund's estimated gain on his CAT holdings is $2.87 Mil, reflecting a 49.17% gain to date.
VP Disciplined Core Value Fund CAT ($412.76) Holding Chart
VP Disciplined Core Value Fund CAT ($412.76) 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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