Number of Shares
1,553.00
Current Holdings Value*
$534,150.00
% of Portfolio
2.29%
Total Estimate Gain
$147,320.62
% of Total Estimate Gain
20.85%

Victory Cornerstone Moderately Conservative Fund's Caterpillar Inc Holding Summary

As of 2025-02-28, Victory Cornerstone Moderately Conservative Fund held 1,553.00 shares of Caterpillar Inc(CAT), totaling $534,150.00. This investment constitutes 2.29% of their stock portfolio, and Victory Cornerstone Moderately Conservative Fund now holds 0% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2024Q2. And since then Victory Cornerstone Moderately Conservative Fund has made 2 purchases of CAT, at an average price of $342.52, for a total of 2,063.00 shares. In addition, there have been 2 sales at an average price of $375.34 for 510.00 shares. Based on historical transaction data and CAT's current price of $426.60, Victory Cornerstone Moderately Conservative Fund's estimated gain on his CAT holdings is $147,320.62, reflecting a 20.85% gain to date.

Victory Cornerstone Moderately Conservative Fund CAT ($426.60) Holding Chart

Victory Cornerstone Moderately Conservative Fund CAT ($426.60) 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