Number of Shares
28,100.00
Current Holdings Value*
$5.81 Mil
% of Portfolio
6.02%
Total Estimate Gain
$6.16 Mil
% of Total Estimate Gain
13.90%

Vantis Investment Advisers L.P.'s Caterpillar Inc Holding Summary

As of 2021-12-31, Vantis Investment Advisers L.P. held 28,100.00 shares of Caterpillar Inc(CAT), totaling $5.81 Mil. This investment constitutes 6.02% of their stock portfolio, and Vantis Investment Advisers L.P. now holds 0.01% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2018Q2. And since then Vantis Investment Advisers L.P. has made 5 purchases of CAT, at an average price of $145.06, for a total of 305,700.00 shares. In addition, there have been 6 sales at an average price of $138.66 for 277,600.00 shares. Based on historical transaction data and CAT's current price of $427.59, Vantis Investment Advisers L.P.'s estimated gain on his CAT holdings is $6.16 Mil, reflecting a 13.90% gain to date.

Vantis Investment Advisers L.P. CAT ($427.59) Holding Chart

Vantis Investment Advisers L.P. CAT ($427.59) 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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