Bill Nygren - Oakmark Funds
Holding/activity history for Caterpillar Inc. (CAT)
← All CAT superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,840 | <0.01 | Reduce 23.59% | <0.01 | $575.31–789.81 · VW $691.19i | $1,303,566 | SEC |
| 2025 Q4 | 2,408 | <0.01 | $572.87 | $1,379,471 | SEC | ||
| 2025 Q3 | 2,408 | <0.01 | Reduce 9.41% | <0.01 | $384.25–485.34 · VW $448.91i | $1,148,977 | SEC |
| 2025 Q2 | 2,658 | <0.01 | Add 41.38% | <0.01 | $267.30–389.15 · VW $348.22i | $1,031,862 | SEC |
| 2025 Q1 | 1,880 | <0.01 | Reduce 2.08% | $318.68–409.59 · VW $352.69i | $620,024 | SEC | |
| 2024 Q4 | 1,920 | <0.01 | Add 6.67% | <0.01 | $357.24–418.50 · VW $379.50i | $696,499 | SEC |
| 2024 Q3 | 1,800 | <0.01 | $391.12 | $704,016 | SEC | ||
| 2024 Q2 | 1,800 | <0.01 | $333.10 | $599,580 | SEC | ||
| 2024 Q1 | 1,800 | <0.01 | $366.43 | $659,574 | SEC | ||
| 2023 Q4 | 1,800 | <0.01 | $295.67 | $532,206 | SEC | ||
| 2023 Q3 | 1,800 | <0.01 | Reduce 57.40% | <0.01 | $238.84–293.88 · VW $268.57i | $491,400 | SEC |
| 2023 Q2 | 4,225 | <0.01 | Reduce 16.67% | <0.01 | $204.04–250.89 · VW $233.66i | $1,039,561 | SEC |
| 2023 Q1 | 5,070 | <0.01 | Reduce 18.63% | <0.01 | $211.43–266.04 · VW $235.44i | $1,160,219 | SEC |
| 2022 Q4 | 6,231 | <0.01 | Reduce 8.03% | <0.01 | $166.05–245.05 · VW $216.89i | $1,492,698 | SEC |
| 2022 Q3 | 6,775 | <0.01 | $164.13 | $1,112,000 | SEC | ||
| 2022 Q2 | 6,775 | <0.01 | Reduce 28.12% | <0.01 | $176.02–237.90 · VW $197.56i | $1,211,000 | SEC |
| 2022 Q1 | 9,425 | <0.01 | Reduce 58.83% | <0.01 | $179.67–230.43 · VW $210.97i | $2,100,000 | SEC |
| 2021 Q4 | 22,893 | 0.01 | Reduce 23.02% | <0.01 | $187.72–216.47 · VW $203.64i | $4,733,000 | SEC |
| 2021 Q3 | 29,740 | 0.01 | Reduce 65.06% | 0.02 | $186.98–223.76 · VW $200.90i | $5,709,000 | SEC |
| 2021 Q2 | 85,128 | 0.03 | Reduce 94.99% | 0.64 | $205.50–246.69 · VW $223.27i | $18,526,000 | SEC |
| 2021 Q1 | 1,700,522 | 0.67 | Reduce 35.61% | 0.33 | $179.34–237.78 · VW $216.33i | $394,300,000 | SEC |
| 2020 Q4 | 2,641,026 | 0.93 | Reduce 13.44% | 0.15 | $143.75–183.81 · VW $169.86i | $480,720,000 | SEC |
| 2020 Q3 | 3,051,200 | 1.11 | Reduce 3.89% | 0.04 | $125.12–156.25 · VW $143.51i | $455,086,000 | SEC |
| 2020 Q2 | 3,174,534 | 0.98 | Reduce 1.95% | 0.02 | $100.22–139.94 · VW $122.22i | $401,579,000 | SEC |
| 2020 Q1 | 3,237,828 | 1.04 | Reduce 11.02% | 0.10 | $87.50–150.55 · VW $118.03i | $375,718,000 | SEC |
| 2019 Q4 | 3,638,656 | 0.95 | Add 1.77% | 0.02 | $117.25–148.93 · VW $137.95i | $537,356,000 | SEC |
| 2019 Q3 | 3,575,282 | 0.88 | Reduce 0.58% | <0.01 | $111.75–140.62 · VW $126.23i | $451,594,000 | SEC |
| 2019 Q2 | 3,596,248 | 0.90 | Reduce 0.16% | <0.01 | $118.74–144.77 · VW $133.27i | $490,133,000 | SEC |
| 2019 Q1 | 3,602,178 | 0.90 | Add 2.06% | 0.02 | $120.44–142.55 · VW $132.83i | $488,059,000 | SEC |
| 2018 Q4 | 3,529,388 | 0.90 | Add 38.83% | 0.25 | $112.06–159.37 · VW $132.83i | $448,479,000 | SEC |
| 2018 Q3 | 2,542,285 | 0.61 | Add 12.76% | 0.07 | $129.43–157.72 · VW $146.55i | $387,673,000 | SEC |
| 2018 Q2 | 2,254,685 | 0.49 | Reduce 13.76% | 0.09 | $132.68–161.60 · VW $143.32i | $305,893,000 | SEC |
| 2018 Q1 | 2,614,562 | 0.65 | Reduce 47.96% | 0.63 | $142.85–173.24 · VW $154.49i | $385,334,000 | SEC |
| 2017 Q4 | 5,024,562 | 1.31 | Reduce 6.25% | 0.07 | $123.95–158.65 · VW $146.73i | $791,770,000 | SEC |
| 2017 Q3 | 5,359,347 | 1.14 | Reduce 20.81% | 0.28 | $105.11–125.55 · VW $118.46i | $668,364,000 | SEC |
| 2017 Q2 | 6,767,448 | 1.33 | Reduce 25.48% | 0.40 | $91.00–108.18 · VW $102.21i | $727,230,000 | SEC |
| 2017 Q1 | 9,081,669 | 1.56 | Reduce 12.99% | 0.25 | $90.34–99.46 · VW $94.19i | $842,416,000 | SEC |
| 2016 Q4 | 10,437,965 | 1.89 | Reduce 17.30% | 0.39 | $80.33–97.40 · VW $90.16i | $968,017,000 | SEC |
| 2016 Q3 | 12,622,199 | 2.26 | Reduce 8.77% | 0.19 | $73.46–88.98 · VW $83.74i | $1,120,473,000 | SEC |
| 2016 Q2 | 13,835,695 | 2.16 | Reduce 8.64% | 0.19 | $69.04–80.89 · VW $75.25i | $1,048,884,000 | SEC |
| 2016 Q1 | 15,144,200 | 2.22 | Reduce 11.44% | 0.23 | $56.36–77.25 · VW $70.05i | $1,159,137,000 | SEC |
| 2015 Q4 | 17,099,572 | 2.02 | Add 5.60% | 0.11 | $63.10–75.93 · VW $69.00i | $1,162,087,000 | SEC |
| 2015 Q3 | 16,192,304 | 1.90 | Add 40.90% | 0.55 | $62.99–85.45 · VW $71.27i | $1,058,329,000 | SEC |
| 2015 Q2 | 11,492,280 | 1.60 | Add 42.47% | 0.48 | $79.39–89.62 · VW $84.61i | $974,775,000 | SEC |
| 2015 Q1 | 8,066,269 | 1.05 | Add 699.30% | 0.92 | $78.19–92.37 · VW $83.53i | $645,543,000 | SEC |
| 2014 Q4 | 1,009,170 | 0.15 | Add 17.37% | 0.02 | $88.03–107.12 · VW $95.56i | $92,370,000 | SEC |
| 2014 Q3 | 859,799 | 0.14 | Add 4.32% | <0.01 | $98.26–111.46 · VW $102.92i | $85,146,000 | SEC |
| 2014 Q2 | 824,174 | 0.15 | Add 1.10% | <0.01 | $98.94–109.85 · VW $105.82i | $89,563,000 | SEC |
| 2014 Q1 | 815,176 | 0.15 | Reduce 15.49% | 0.02 | $85.88–100.63 · VW $95.29i | $81,004,000 | SEC |
| 2013 Q4 | 964,638 | 0.16 | Buy | 0.16 | $81.87–91.67 · VW $88.12i | $87,598,000 | SEC |
| 2013 Q2 | 0 | 0.00 | Sell 100.00% | 0.18 | $79.49–90.69 · VW $84.22i | SEC | |
| 2013 Q1 | 890,298 | 0.18 | Reduce 1.02% | <0.01 | $85.80–99.70 · VW $90.82i | $77,429,000 | SEC |
| 2012 Q4 | 899,513 | 0.20 | Reduce 0.73% | <0.01 | $80.16–91.83 · VW $87.20i | $80,578,000 | SEC |
| 2012 Q3 | 906,137 | 0.20 | Reduce 1.00% | <0.01 | $78.25–94.28 · VW $86.19i | $77,964,000 | SEC |
| 2012 Q2 | 915,278 | 0.21 | Add 2.36% | <0.01 | $80.96–109.77 · VW $91.88i | $77,716,000 | SEC |
| 2012 Q1 | 894,193 | 0.27 | Reduce 33.23% | 0.13 | $92.77–116.95 · VW $105.41i | $95,249,000 | SEC |
| 2011 Q4 | 1,339,206 | 0.40 | Reduce 0.02% | <0.01 | $67.54–98.20 · VW $85.45i | $121,332,000 | SEC |
| 2011 Q3 | 1,339,456 | 0.36 | Add 59.52% | 0.14 | $72.60–112.65 · VW $86.36i | $98,906,000 | SEC |
| 2011 Q2 | 839,688 | 0.29 | Reduce 23.29% | 0.10 | $94.21–116.55 · VW $105.74i | $89,394,000 | SEC |
| 2011 Q1 | 1,094,574 | 0.41 | Reduce 70.22% | 0.77 | $92.30–111.98 · VW $105.21i | $121,881,000 | SEC |
| 2010 Q4 | 3,675,592 | 1.10 | Reduce 29.06% | 0.51 | $76.51–94.89 · VW $88.35i | $344,257,000 | SEC |
| 2010 Q3 | 5,181,057 | 1.77 | Reduce 9.65% | 0.15 | $58.06–80.08 · VW $72.27i | $407,646,000 | SEC |
| 2010 Q2 | 5,734,331 | 1.55 | Reduce 12.80% | 0.19 | $54.89–72.83 · VW $62.60i | $344,462,000 | SEC |
| 2010 Q1 | 6,575,735 | 1.51 | Buy | 1.51 | $50.50–64.42 · VW $59.26i | $413,285,000 | SEC |
| 2009 Q2 | 0 | 0.00 | Sell 100.00% | 0.18 | $27.44–40.96 · VW $33.81i | SEC | |
| 2009 Q1 | 889,462 | 0.18 | Buy | 0.18 | $21.71–47.12 · VW $32.26i | $24,869,000 | SEC |
| 2007 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $57.98–68.43 · VW $64.48i | SEC | |
| 2006 Q4 | 6,108 | <0.01 | Reduce 4.90% | $58.82–70.92 · VW $63.69i | $375,000 | SEC | |
| 2006 Q3 | 6,423 | <0.01 | $65.86 | $423,000 | SEC | ||
| 2006 Q2 | 6,423 | <0.01 | Reduce 23.74% | <0.01 | $64.41–82.03 · VW $73.64i | $478,000 | SEC |
| 2006 Q1 | 8,423 | <0.01 | Add 7.33% | <0.01 | $57.05–77.21 · VW $68.69i | $605,000 | SEC |
| 2005 Q4 | 7,848 | <0.01 | $57.72 | $453,000 | SEC | ||
| 2005 Q3 | 7,848 | <0.01 | $58.74 | $461,000 | SEC | ||
| 2005 Q2 | 7,848 | <0.01 | Reduce 25.50% | <0.01 | $41.31–51.49 · VW $46.82i | $374,000 | SEC |
| 2005 Q1 | 10,534 | <0.01 | $45.76 | $482,000 | SEC | ||
| 2004 Q4 | 10,534 | <0.01 | $48.80 | $514,000 | SEC | ||
| 2004 Q3 | 10,534 | <0.01 | Add 27.72% | <0.01 | $34.25–40.65 · VW $38.38i | $424,000 | SEC |
| 2004 Q2 | 8,248 | <0.01 | Buy | <0.01 | $36.01–42.38 · VW $39.37i | $328,000 | SEC |
Price snapshot:
Current price$931.47
Avg. buy price$195.17
+/- since buy377.26%
52-week low$397.92
52-week high$1,073.46