Joel Greenblatt - Gotham Asset Management
Holding/activity history for Caterpillar Inc. (CAT)
← All CAT superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 117,096 | 0.25 | Reduce 4.39% | 0.01 | $575.31–789.81 · VW $691.19i | $82,957,832 | SEC |
| 2025 Q4 | 122,473 | 0.26 | Add 5.05% | 0.01 | $471.14–627.50 · VW $557.17i | $70,161,108 | SEC |
| 2025 Q3 | 116,589 | 0.24 | Add 19.07% | 0.04 | $384.25–485.34 · VW $448.91i | $55,630,441 | SEC |
| 2025 Q2 | 97,913 | 0.23 | Add 41.29% | 0.07 | $267.30–389.15 · VW $348.22i | $38,010,806 | SEC |
| 2025 Q1 | 69,299 | 0.19 | Reduce 7.63% | 0.02 | $318.68–409.59 · VW $352.69i | $22,854,810 | SEC |
| 2024 Q4 | 75,020 | 0.26 | Reduce 1.75% | <0.01 | $357.24–418.50 · VW $379.50i | $27,214,255 | SEC |
| 2024 Q3 | 76,356 | 0.31 | Add 5.58% | 0.02 | $307.05–397.22 · VW $365.13i | $29,864,359 | SEC |
| 2024 Q2 | 72,319 | 0.31 | Add 35.31% | 0.08 | $315.85–382.01 · VW $343.65i | $24,089,459 | SEC |
| 2024 Q1 | 53,448 | 0.30 | Reduce 8.86% | 0.03 | $276.94–367.22 · VW $336.86i | $19,584,951 | SEC |
| 2023 Q4 | 58,642 | 0.32 | Reduce 29.23% | 0.14 | $223.76–299.20 · VW $272.88i | $17,338,680 | SEC |
| 2023 Q3 | 82,859 | 0.47 | Add 26.72% | 0.10 | $238.84–293.88 · VW $268.57i | $22,620,507 | SEC |
| 2023 Q2 | 65,386 | 0.35 | Reduce 6.27% | 0.02 | $204.04–250.89 · VW $233.66i | $16,088,225 | SEC |
| 2023 Q1 | 69,758 | 0.39 | Add 99.38% | 0.19 | $211.43–266.04 · VW $235.44i | $15,963,421 | SEC |
| 2022 Q4 | 34,988 | 0.24 | Add 117.07% | 0.13 | $166.05–245.05 · VW $216.89i | $8,381,725 | SEC |
| 2022 Q3 | 16,118 | 0.08 | Reduce 27.73% | 0.04 | $160.60–200.37 · VW $175.02i | $2,645,000 | SEC |
| 2022 Q2 | 22,302 | 0.13 | Add 125.41% | 0.07 | $176.02–237.90 · VW $197.56i | $3,987,000 | SEC |
| 2022 Q1 | 9,894 | 0.07 | Reduce 80.66% | 0.28 | $179.67–230.43 · VW $210.97i | $2,205,000 | SEC |
| 2021 Q4 | 51,161 | 0.34 | Add 46.76% | 0.11 | $187.72–216.47 · VW $203.64i | $10,577,000 | SEC |
| 2021 Q3 | 34,861 | 0.27 | Add 18.71% | 0.04 | $186.98–223.76 · VW $200.90i | $6,692,000 | SEC |
| 2021 Q2 | 29,367 | 0.27 | Add 113.18% | 0.14 | $205.50–246.69 · VW $223.27i | $6,391,000 | SEC |
| 2021 Q1 | 13,776 | 0.14 | Reduce 39.53% | 0.05 | $179.34–237.78 · VW $216.33i | $3,194,000 | SEC |
| 2020 Q4 | 22,783 | 0.14 | Add 72.53% | 0.06 | $143.75–183.81 · VW $169.86i | $4,147,000 | SEC |
| 2020 Q3 | 13,205 | 0.06 | Add 2.39% | <0.01 | $125.12–156.25 · VW $143.51i | $1,970,000 | SEC |
| 2020 Q2 | 12,897 | 0.05 | Reduce 90.92% | 0.42 | $100.22–139.94 · VW $122.22i | $1,631,000 | SEC |
| 2020 Q1 | 142,094 | 0.46 | Reduce 12.32% | 0.05 | $87.50–150.55 · VW $118.03i | $16,489,000 | SEC |
| 2019 Q4 | 162,055 | 0.44 | Add 68.44% | 0.18 | $117.25–148.93 · VW $137.95i | $23,932,000 | SEC |
| 2019 Q3 | 96,212 | 0.22 | Reduce 12.98% | 0.03 | $111.75–140.62 · VW $126.23i | $12,153,000 | SEC |
| 2019 Q2 | 110,567 | 0.24 | Reduce 55.67% | 0.28 | $118.74–144.77 · VW $133.27i | $15,069,000 | SEC |
| 2019 Q1 | 249,390 | 0.50 | Add 12.58% | 0.06 | $120.44–142.55 · VW $132.83i | $33,790,000 | SEC |
| 2018 Q4 | 221,523 | 0.44 | Add 27.00% | 0.09 | $112.06–159.37 · VW $132.83i | $28,149,000 | SEC |
| 2018 Q3 | 174,433 | 0.37 | Add 12.10% | 0.04 | $129.43–157.72 · VW $146.55i | $26,599,000 | SEC |
| 2018 Q2 | 155,607 | 0.31 | Reduce 23.74% | 0.10 | $132.68–161.60 · VW $143.32i | $21,111,000 | SEC |
| 2018 Q1 | 204,045 | 0.42 | Reduce 28.07% | 0.18 | $142.85–173.24 · VW $154.49i | $30,072,000 | SEC |
| 2017 Q4 | 283,674 | 0.65 | Reduce 38.53% | 0.33 | $123.95–158.65 · VW $146.73i | $44,701,000 | SEC |
| 2017 Q3 | 461,499 | 0.86 | Reduce 10.67% | 0.08 | $105.11–125.55 · VW $118.46i | $57,554,000 | SEC |
| 2017 Q2 | 516,649 | 0.80 | Add 31.30% | 0.19 | $91.00–108.18 · VW $102.21i | $55,519,000 | SEC |
| 2017 Q1 | 393,487 | 0.47 | Add 7.45% | 0.03 | $90.34–99.46 · VW $94.19i | $36,500,000 | SEC |
| 2016 Q4 | 366,203 | 0.45 | Buy | 0.45 | $80.33–97.40 · VW $90.16i | $33,962,000 | SEC |
| 2016 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $73.46–88.98 · VW $83.74i | SEC | |
| 2016 Q2 | 2,732 | <0.01 | Reduce 99.15% | 0.28 | $69.04–80.89 · VW $75.25i | $207,000 | SEC |
| 2016 Q1 | 322,860 | 0.28 | Add 259.57% | 0.20 | $56.36–77.25 · VW $70.05i | $24,712,000 | SEC |
| 2015 Q4 | 89,790 | 0.07 | Reduce 85.24% | 0.35 | $63.10–75.93 · VW $69.00i | $6,102,000 | SEC |
| 2015 Q3 | 608,253 | 0.41 | Add 113.80% | 0.22 | $62.99–85.45 · VW $71.27i | $39,755,000 | SEC |
| 2015 Q2 | 284,502 | 0.21 | Reduce 57.44% | 0.24 | $79.39–89.62 · VW $84.61i | $24,131,000 | SEC |
| 2015 Q1 | 668,510 | 0.42 | Reduce 22.32% | 0.15 | $78.19–92.37 · VW $83.53i | $53,501,000 | SEC |
| 2014 Q4 | 860,565 | 0.68 | Add 144.72% | 0.40 | $88.03–107.12 · VW $95.56i | $78,768,000 | SEC |
| 2014 Q3 | 351,658 | 0.36 | Reduce 36.87% | 0.30 | $98.26–111.46 · VW $102.92i | $34,825,000 | SEC |
| 2014 Q2 | 556,994 | 0.80 | Add 48.34% | 0.26 | $98.94–109.85 · VW $105.82i | $60,529,000 | SEC |
| 2014 Q1 | 375,489 | 0.60 | Add 777.89% | 0.53 | $85.88–100.63 · VW $95.29i | $37,312,000 | SEC |
| 2013 Q4 | 42,772 | 0.10 | Add 84.96% | 0.05 | $81.87–91.67 · VW $88.12i | $3,884,000 | SEC |
| 2013 Q3 | 23,125 | 0.07 | Add 8.18% | <0.01 | $81.35–89.00 · VW $84.58i | $1,929,000 | SEC |
| 2013 Q2 | 21,376 | 0.08 | Buy | 0.08 | $79.49–90.69 · VW $84.22i | $1,763,000 | SEC |
| 2013 Q1 | 0 | 0.00 | Sell 100.00% | 0.02 | $85.80–99.70 · VW $90.82i | SEC | |
| 2012 Q4 | 4,100 | 0.02 | Buy | 0.02 | $80.16–91.83 · VW $87.20i | $367,000 | SEC |
| 2012 Q2 | 0 | 0.00 | Sell 100.00% | 0.03 | $80.96–109.77 · VW $91.88i | SEC | |
| 2012 Q1 | 2,692 | 0.03 | Buy | 0.03 | $92.77–116.95 · VW $105.41i | $287,000 | SEC |
| 2011 Q4 | 0 | 0.00 | Sell 100.00% | 0.06 | $67.54–98.20 · VW $85.45i | SEC | |
| 2011 Q3 | 4,558 | 0.06 | Reduce 18.18% | 0.02 | $72.60–112.65 · VW $86.36i | $337,000 | SEC |
| 2011 Q2 | 5,571 | 0.09 | Buy | 0.09 | $94.21–116.55 · VW $105.74i | $593,000 | SEC |
Price snapshot:
Current price$931.47
Avg. buy price$341.34
+/- since buy172.89%
52-week low$397.92
52-week high$1,073.46