Caterpillar Inc. (CAT)
| Sector: | Industrials |
| Super Investor Stats: | |
| Ownership count: | 2 |
| Ownership rank: | 348 |
| % of all portfolios: | 0.095% |
| Hold Price * : | $391.12 |
| History | Portfolio Manager | Activity ▲ | Share change | % change to portfolio | |
| Q2 2024 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 3,425 | 0.02 | |
| Q3 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 4,148 | 0.02 | |
| Q2 2022 | |||||
| ≡ | First Eagle Investment Management | Sell 100.00% | 426 | 0.00 | |
| Q1 2022 | |||||
| ≡ | Bill & Melinda Gates Foundation Trust | Reduce 24.07% | 2,331,518 | 2.63 | |
| Q4 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 1,175 | 0.00 | |
| Q3 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 87.92% | 8,555 | 0.00 | |
| ≡ | Bill & Melinda Gates Foundation Trust | Reduce 4.64% | 471,624 | 0.39 | |
| Q1 2021 | |||||
| ≡ | Bill & Melinda Gates Foundation Trust | Reduce 9.80% | 1,104,101 | 1.22 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 5,649 | 0.02 | |
| Q4 2020 | |||||
| ≡ | Robert Olstein - Olstein Capital Management | Sell 100.00% | 28,000 | 0.76 | |
| Q3 2020 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 91.63% | 6,663 | 0.00 | |
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 24.32% | 9,000 | 0.24 | |
| Q2 2020 | |||||
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 15.91% | 7,000 | 0.16 | |
| Q4 2019 | |||||
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 11.63% | 5,000 | 0.11 | |
| Q2 2019 | |||||
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 5.26% | 2,000 | 0.04 | |
| Q1 2018 | |||||
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 36.36% | 8,000 | 0.15 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Sell 100.00% | 650 | 0.00 | |
| Q4 2017 | |||||
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 55.56% | 27,500 | 0.55 | |
| Q3 2017 | |||||
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 10.81% | 6,000 | 0.10 | |
| Q4 2016 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Sell 100.00% | 18,100 | 2.76 | |
| Q3 2016 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 7.18% | 1,400 | 0.21 | |
| ≡ | Hillman Value Fund | Sell 100.00% | 8,000 | 2.13 | |
| Q2 2016 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 3.47% | 700 | 0.10 | |
| Q1 2016 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 13.68% | 3,200 | 0.43 | |
| Q4 2014 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 2.98% | 500 | 0.06 | |
| Q3 2014 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 14.29% | 2,800 | 0.37 | |
| Q2 2014 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 15.52% | 3,600 | 0.48 | |
| Q1 2014 | |||||
| ≡ | Thomas Gayner - Markel Group | Reduce 0.41% | 1,000 | 0.00 | |
| Q4 2013 | |||||
| ≡ | Thomas Gayner - Markel Group | Reduce 0.08% | 200 | 0.00 | |
| Q3 2013 | |||||
| ≡ | Thomas Gayner - Markel Group | Reduce 1.22% | 3,000 | 0.01 | |
| Q2 2013 | |||||
| ≡ | Thomas Russo - Gardner Russo & Quinn | Sell 100.00% | 775 | 0.00 | |
| Q1 2013 | |||||
| ≡ | Thomas Gayner - Markel Group | Reduce 0.33% | 800 | 0.00 | |
| Q4 2012 | |||||
| ≡ | Thomas Gayner - Markel Group | Reduce 0.08% | 200 | 0.00 | |
| Q3 2012 | |||||
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 1.90% | 15 | 0.00 | |
| ≡ | Thomas Gayner - Markel Group | Reduce 0.18% | 434 | 0.00 | |
| Q1 2012 | |||||
| ≡ | Thomas Gayner - Markel Group | Reduce 1.26% | 3,100 | 0.02 | |
| Q4 2011 | |||||
| ≡ | Thomas Gayner - Markel Group | Reduce 0.20% | 500 | 0.00 | |
| Q2 2011 | |||||
| ≡ | Thomas Gayner - Markel Group | Reduce 0.03% | 66 | 0.00 | |
| Q2 2010 | |||||
| ≡ | Dodge & Cox | Sell 100.00% | 2,421,500 | 0.36 | |
| Q1 2010 | |||||
| ≡ | Dodge & Cox | Reduce 7.63% | 200,000 | 0.03 | |
| Q4 2009 | |||||
| ≡ | Dodge & Cox | Reduce 41.63% | 1,870,000 | 0.27 | |
| Q3 2009 | |||||
| ≡ | Dodge & Cox | Reduce 0.19% | 8,700 | 0.00 | |
| ≡ | Ruane Cunniff - Sequoia Fund | Sell 100.00% | 730,000 | 1.24 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.