Loading portfolio overview…
Still working… Large portfolios can take a few seconds.
Demo
Still working… Large portfolios can take a few seconds.
Still working… Large portfolios can take a few seconds.
Industrials
Price
$854.60
Buy zone
Not set
Target
—
Market data Aug 13, 2026, 5:31 PM EDT
Portfolio summary
Shares
29.571
Average cost
$251.52
Market value
$25,271.15
Unrealized
+$17,833.65
Unrealized %
+239.78%
Realized
+$701.89
Investment thesis
Caterpillar Inc. is included to demonstrate portfolio research and position analytics.