Viewpoint Capital Management LLC CAT Holdings History
Viewpoint Capital Management LLC's Caterpillar Inc Holding Summary
As of 2025-03-31, Viewpoint Capital Management LLC held 13,505.00 shares of Caterpillar Inc(CAT), totaling $4.45 Mil. This investment constitutes 2.4% of their stock portfolio, and Viewpoint Capital Management LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2021Q4. And since then Viewpoint Capital Management LLC has made 7 purchases of CAT, at an average price of $263.37, for a total of 26,428.00 shares. In addition, there have been 6 sales at an average price of $343.04 for 12,923.00 shares. Based on historical transaction data and CAT's current price of $384.71, Viewpoint Capital Management LLC's estimated gain on his CAT holdings is $2.67 Mil, reflecting a 38.34% gain to date.
Viewpoint Capital Management LLC CAT ($384.71) Holding Chart
Viewpoint Capital Management LLC CAT ($384.71) 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 % | |||
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