John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Caterpillar Inc. (CAT)
← All CAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 39,994 0.02 Reduce 1.79% <0.01 $575.31–789.81 · VW $691.19i $28,334,149 SEC
2025   Q4 40,724 0.01 Reduce 0.17% $471.14–627.50 · VW $557.17i $23,329,558 SEC
2025   Q3 40,794 0.01 Reduce 2.69% <0.01 $384.25–485.34 · VW $448.91i $19,464,857 SEC
2025   Q2 41,921 0.01 Reduce 0.07% $267.30–389.15 · VW $348.22i $16,274,151 SEC
2025   Q1 41,951 0.01 Reduce 0.06% $318.68–409.59 · VW $352.69i $13,835,440 SEC
2024   Q4 41,976 0.01 Reduce 0.71% <0.01 $357.24–418.50 · VW $379.50i $15,227,214 SEC
2024   Q3 42,276 0.01 $391.12 $16,534,989 SEC
2024   Q2 42,276 0.01 Reduce 0.12% $315.85–382.01 · VW $343.65i $14,082,136 SEC
2024   Q1 42,326 0.01 Reduce 0.13% $276.94–367.22 · VW $336.86i $15,509,516 SEC
2023   Q4 42,379 0.01 $295.67 $12,530,199 SEC
2023   Q3 42,379 0.01 Add 41.27% <0.01 $238.84–293.88 · VW $268.57i $11,569,467 SEC
2023   Q2 29,999 <0.01 $246.05 $7,381,254 SEC
2023   Q1 29,999 <0.01 Reduce 0.17% $211.43–266.04 · VW $235.44i $6,864,971 SEC
2022   Q4 30,049 <0.01 Reduce 4.42% <0.01 $166.05–245.05 · VW $216.89i $7,198,538 SEC
2022   Q3 31,437 <0.01 $164.07 $5,158,000 SEC
2022   Q2 31,437 <0.01 Reduce 0.22% $176.02–237.90 · VW $197.56i $5,620,000 SEC
2022   Q1 31,507 <0.01 Reduce 1.41% <0.01 $179.67–230.43 · VW $210.97i $7,020,000 SEC
2021   Q4 31,957 <0.01 Reduce 9.67% <0.01 $187.72–216.47 · VW $203.64i $6,607,000 SEC
2021   Q3 35,379 <0.01 Reduce 8.29% <0.01 $186.98–223.76 · VW $200.90i $6,792,000 SEC
2021   Q2 38,579 0.01 Reduce 2.58% <0.01 $205.50–246.69 · VW $223.27i $8,396,000 SEC
2021   Q1 39,602 0.01 Reduce 3.27% <0.01 $179.34–237.78 · VW $216.33i $9,183,000 SEC
2020   Q4 40,940 0.01 Reduce 1.23% <0.01 $143.75–183.81 · VW $169.86i $7,452,000 SEC
2020   Q3 41,451 0.01 Reduce 0.26% $125.12–156.25 · VW $143.51i $6,182,000 SEC
2020   Q2 41,557 <0.01 Reduce 3.60% <0.01 $100.22–139.94 · VW $122.22i $5,257,000 SEC
2020   Q1 43,107 0.01 Reduce 0.23% $87.50–150.55 · VW $118.03i $5,002,000 SEC
2019   Q4 43,207 <0.01 Reduce 0.40% $117.25–148.93 · VW $137.95i $6,381,000 SEC
2019   Q3 43,381 <0.01 Reduce 0.91% $111.75–140.62 · VW $126.23i $5,479,000 SEC
2019   Q2 43,781 <0.01 Reduce 1.38% <0.01 $118.74–144.77 · VW $133.27i $5,967,000 SEC
2019   Q1 44,395 <0.01 Reduce 1.33% <0.01 $120.44–142.55 · VW $132.83i $6,015,000 SEC
2018   Q4 44,995 0.01 Reduce 2.80% <0.01 $112.06–159.37 · VW $132.83i $5,718,000 SEC
2018   Q3 46,292 0.01 Reduce 3.04% <0.01 $129.43–157.72 · VW $146.55i $7,059,000 SEC
2018   Q2 47,745 0.01 Reduce 0.52% <0.01 $132.68–161.60 · VW $143.32i $6,478,000 SEC
2018   Q1 47,995 0.01 Reduce 2.71% <0.01 $142.85–173.24 · VW $154.49i $7,074,000 SEC
2017   Q4 49,334 0.01 Reduce 5.46% <0.01 $123.95–158.65 · VW $146.73i $7,774,000 SEC
2017   Q3 52,181 0.01 Reduce 3.86% <0.01 $105.11–125.55 · VW $118.46i $6,507,000 SEC
2017   Q2 54,276 0.01 Reduce 0.96% $91.00–108.18 · VW $102.21i $5,832,000 SEC
2017   Q1 54,802 <0.01 Reduce 3.86% <0.01 $90.34–99.46 · VW $94.19i $5,083,000 SEC
2016   Q4 57,004 <0.01 Reduce 0.77% $80.33–97.40 · VW $90.16i $5,287,000 SEC
2016   Q3 57,448 <0.01 $88.78 $5,100,000 SEC
2016   Q2 57,448 <0.01 Reduce 0.17% $69.04–80.89 · VW $75.25i $4,355,000 SEC
2016   Q1 57,548 <0.01 Reduce 1.03% $56.36–77.25 · VW $70.05i $4,405,000 SEC
2015   Q4 58,148 <0.01 Reduce 1.81% <0.01 $63.10–75.93 · VW $69.00i $3,952,000 SEC
2015   Q3 59,218 <0.01 Reduce 1.17% <0.01 $62.99–85.45 · VW $71.27i $3,870,000 SEC
2015   Q2 59,918 <0.01 Reduce 5.44% <0.01 $79.39–89.62 · VW $84.61i $5,082,000 SEC
2015   Q1 63,368 <0.01 Reduce 6.58% <0.01 $78.19–92.37 · VW $83.53i $5,071,000 SEC
2014   Q4 67,830 0.01 Reduce 5.29% <0.01 $88.03–107.12 · VW $95.56i $6,208,000 SEC
2014   Q3 71,619 0.01 Reduce 0.97% <0.01 $98.26–111.46 · VW $102.92i $7,092,000 SEC
2014   Q2 72,319 0.01 Reduce 0.59% <0.01 $98.94–109.85 · VW $105.82i $7,859,000 SEC
2014   Q1 72,745 0.01 Reduce 0.14% $85.88–100.63 · VW $95.29i $7,229,000 SEC
2013   Q4 72,850 0.01 Reduce 0.25% $81.87–91.67 · VW $88.12i $6,616,000 SEC
2013   Q3 73,035 0.01 Reduce 1.10% <0.01 $81.35–89.00 · VW $84.58i $6,089,000 SEC
2013   Q2 73,851 0.01 Buy 0.01 $79.49–90.69 · VW $84.22i $6,092,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 $85.80–99.70 · VW $90.82i SEC
2012   Q4 74,290 <0.01 Reduce 10.49% <0.01 $80.16–91.83 · VW $87.20i $6,655,000 SEC
2012   Q3 82,992 0.01 Reduce 0.72% <0.01 $78.25–94.28 · VW $86.19i $7,141,000 SEC
2012   Q2 83,592 0.03 Reduce 6.03% <0.01 $80.96–109.77 · VW $91.88i $7,098,000 SEC
2012   Q1 88,959 0.04 Reduce 4.92% <0.01 $92.77–116.95 · VW $105.41i $9,476,000 SEC
2011   Q4 93,558 0.04 Reduce 1.92% <0.01 $67.54–98.20 · VW $85.45i $8,476,000 SEC
2011   Q3 95,386 0.01 Reduce 6.95% <0.01 $72.60–112.65 · VW $86.36i $7,043,000 SEC
2011   Q2 102,515 0.01 Reduce 15.06% <0.01 $94.21–116.55 · VW $105.74i $10,914,000 SEC
2011   Q1 120,688 0.02 Reduce 16.65% <0.01 $92.30–111.98 · VW $105.21i $13,439,000 SEC
2010   Q4 144,790 0.02 Reduce 9.37% <0.01 $76.51–94.89 · VW $88.35i $13,561,000 SEC
2010   Q3 159,758 0.02 Reduce 26.11% <0.01 $58.06–80.08 · VW $72.27i $12,570,000 SEC
2010   Q2 216,204 0.02 Reduce 95.68% 0.38 $54.89–72.83 · VW $62.60i $12,987,000 SEC
2010   Q1 5,006,633 0.39 Reduce 6.08% 0.02 $50.50–64.42 · VW $59.26i $314,667,000 SEC
2009   Q4 5,330,733 0.40 Reduce 31.45% 0.17 $47.50–61.28 · VW $55.26i $303,798,000 SEC
2009   Q3 7,776,933 0.54 Reduce 0.47% <0.01 $30.01–54.71 · VW $45.35i $399,190,000 SEC
2009   Q2 7,813,633 0.41 Add 4400.09% 0.40 $27.44–40.96 · VW $33.81i $258,162,000 SEC
2009   Q1 173,633 <0.01 Reduce 0.80% <0.01 $21.71–47.12 · VW $32.26i $4,855,000 SEC
2008   Q4 175,033 0.01 Reduce 2.74% <0.01 $31.95–59.03 · VW $45.22i $7,819,000 SEC
2008   Q3 179,963 0.01 Reduce 5.28% <0.01 $58.11–75.87 · VW $64.53i $10,726,000 SEC
2008   Q2 189,997 0.01 Reduce 4.44% <0.01 $72.56–85.96 · VW $77.45i $14,026,000 SEC
2008   Q1 198,830 0.01 Reduce 3.15% <0.01 $59.60–78.63 · VW $72.17i $15,566,000 SEC
2007   Q4 205,296 0.01 Reduce 1.10% <0.01 $67.00–82.74 · VW $74.10i $14,896,000 SEC
2007   Q3 207,576 0.01 Reduce 4.05% <0.01 $70.59–87.00 · VW $78.67i $16,280,000 SEC
2007   Q2 216,344 0.01 Reduce 7.69% <0.01 $65.86–82.89 · VW $75.68i $16,940,000 SEC
2007   Q1 234,356 0.01 Reduce 3.12% <0.01 $57.98–68.43 · VW $64.48i $15,709,000 SEC
2006   Q4 241,910 0.01 Add 1.21% <0.01 $58.82–70.92 · VW $63.69i $14,836,000 SEC
2006   Q3 239,010 0.02 Reduce 1.01% <0.01 $62.09–75.43 · VW $67.77i $15,727,000 SEC
2006   Q2 241,450 0.02 Reduce 15.26% <0.01 $64.41–82.03 · VW $73.64i $17,983,000 SEC
2006   Q1 284,926 0.02 Reduce 6.52% <0.01 $57.05–77.21 · VW $68.69i $20,461,000 SEC
2005   Q4 304,791 0.02 Reduce 10.10% <0.01 $48.25–59.84 · VW $55.29i $17,608,000 SEC
2005   Q3 339,052 0.02 Reduce 4.97% <0.01 $47.42–59.88 · VW $55.35i $19,919,000 SEC
2005   Q2 356,776 0.02 Reduce 7.49% <0.01 $41.31–51.49 · VW $46.82i $17,002,000 SEC
2005   Q1 385,668 0.02 Reduce 13.27% <0.01 $43.20–49.98 · VW $46.30i $17,633,000 SEC
2004   Q4 444,672 0.03 Reduce 10.00% <0.01 $38.38–49.36 · VW $45.50i $21,680,000 SEC
2004   Q3 494,090 0.03 Reduce 4.15% <0.01 $34.25–40.65 · VW $38.38i $19,875,000 SEC
2004   Q2 515,490 0.03 Reduce 7.09% <0.01 $36.01–42.38 · VW $39.37i $20,475,000 SEC
2004   Q1 554,856 0.08 Reduce 17.28% 0.02 $36.26–42.85 · VW $39.55i $21,936,000 SEC
2003   Q4 670,782 0.09 Reduce 28.11% 0.03 $34.45–42.47 · VW $39.48i $27,844,000 SEC
2003   Q3 933,112 0.10 Reduce 91.72% 0.88 $26.55–36.99 · VW $32.65i $32,118,000 SEC
2003   Q2 11,274,196 0.96 Reduce 15.88% 0.16 $24.49–29.13 · VW $27.15i $313,761,000 SEC
2003   Q1 13,402,060 1.02 Reduce 9.23% 0.10 $20.62–26.65 · VW $23.96i $329,691,000 SEC
2002   Q4 14,764,160 1.04 Add 3.49% 0.04 $16.88–25.42 · VW $21.72i $337,509,000 SEC
2002   Q3 14,265,780 0.93 Add 7.29% 0.06 $18.17–24.70 · VW $20.49i $265,486,000 SEC
2002   Q2 13,296,964 1.09 Add 14.66% 0.14 $22.95–29.81 · VW $25.75i $325,443,000 SEC
2002   Q1 11,596,914 1.09 Reduce 10.54% 0.13 $23.38–30.00 · VW $27.27i $329,642,000 SEC
2001   Q4 12,962,914 1.28 Add 3.19% 0.04 $21.67–26.62 · VW $24.81i $338,656,000 SEC
2001   Q3 12,562,056 1.22 Add 2.64% 0.03 $20.16–27.86 · VW $23.47i $281,390,000 SEC
2001   Q2 12,239,420 1.30 Reduce 0.21% <0.01 $20.75–28.42 · VW $24.73i $306,291,000 SEC
2001   Q1 12,264,756 1.28 Reduce 0.48% <0.01 $19.88–24.81 · VW $22.29i $272,155,000 SEC
2000   Q4 12,323,356 1.39 Add 7.06% 0.09 $14.78–23.97 · VW $20.80i $291,524,000 SEC
2000   Q3 11,510,676 1.01 Add 6.54% 0.06 $14.50–19.81 · VW $16.60i $194,243,000 SEC
2000   Q2 10,804,356 1.04 Add 9.48% 0.09 $16.91–22.44 · VW $18.76i $182,998,000 SEC
2000   Q1 9,868,856 1.15 Add 5.73% 0.06 $16.75–27.56 · VW $21.34i $194,601,000 SEC
1999   Q4 9,334,036 1.26 Reduce 0.21% <0.01 $21.56–29.44 · VW $24.84i $219,641,000 SEC
1999   Q3 9,353,536 1.56 Reduce 2.11% 0.03 $26.28–31.97 · VW $28.55i $256,345,000 SEC
1999   Q2 9,555,304 1.57 Reduce 8.70% 0.13 $23.16–33.22 · VW $28.79i $286,659,000 SEC
1999   Q1 10,466,036 1.51 $22.97 $240,392,000 SEC
Price snapshot:
Current price$931.47
Avg. buy price$138.14
+/- since buy574.28%
52-week low$397.92
52-week high$1,073.46