KMG FIDUCIARY PARTNERS, LLC CAT Holdings History
KMG FIDUCIARY PARTNERS, LLC's Caterpillar Inc Holding Summary
As of 2025-03-31, KMG FIDUCIARY PARTNERS, LLC held 8,884.00 shares of Caterpillar Inc(CAT), totaling $2.93 Mil. This investment constitutes 0.24% of their stock portfolio, and KMG FIDUCIARY PARTNERS, LLC now holds 0% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2021Q1. And since then KMG FIDUCIARY PARTNERS, LLC has made 15 purchases of CAT, at an average price of $241.65, for a total of 23,501.00 shares. In addition, there have been 2 sales at an average price of $349.08 for 14,617.00 shares. Based on historical transaction data and CAT's current price of $306.45, KMG FIDUCIARY PARTNERS, LLC's estimated gain on his CAT holdings is $2.15 Mil, reflecting a 37.79% gain to date.
KMG FIDUCIARY PARTNERS, LLC CAT ($306.45) Holding Chart
KMG FIDUCIARY PARTNERS, LLC CAT ($306.45) 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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