Caterpillar Inc. (CAT)

Sector:Industrials
Super Investor Stats:
Ownership count:2
Ownership rank:373
% of all portfolios:0.076%
Hold Price * :$295.67
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2023
≡ Thomas Gayner - Markel Asset Management Add 1.34% 4,000 0.01
Q3  2023
≡ Thomas Gayner - Markel Asset Management Add 2.08% 6,100 0.02
≡ Lee Ainslie - Maverick Capital Sell 100.00% 4,148 0.02
Q2  2023
≡ Thomas Gayner - Markel Asset Management Add 1.91% 5,500 0.02
≡ Lee Ainslie - Maverick Capital Buy 4,148 0.02
Q2  2022
≡ First Eagle Investment Management Sell 100.00% 426 0.00
Q1  2022
≡ First Eagle Investment Management Add 18.33% 66 0.00
≡ Bill & Melinda Gates Foundation Trust Reduce 24.07% 2,331,518 2.63
Q4  2021
≡ First Eagle Investment Management Buy 360 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 1,175 0.00
Q3  2021
≡ Bill & Melinda Gates Foundation Trust Reduce 4.64% 471,624 0.39
≡ Lee Ainslie - Maverick Capital Reduce 87.92% 8,555 0.00
Q2  2021
≡ Lee Ainslie - Maverick Capital Buy 9,730 0.02
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
≡ Lee Ainslie - Maverick Capital Add 827.59% 5,040 0.02
≡ Robert Olstein - Olstein Capital Management Sell 100.00% 28,000 0.76
Q3  2020
≡ Robert Olstein - Olstein Capital Management Reduce 24.32% 9,000 0.24
≡ Lee Ainslie - Maverick Capital Reduce 91.63% 6,663 0.00
Q2  2020
≡ Lee Ainslie - Maverick Capital Buy 7,272 0.02
≡ Robert Olstein - Olstein Capital Management Reduce 15.91% 7,000 0.16
Q1  2020
≡ Robert Olstein - Olstein Capital Management Add 15.79% 6,000 0.15
≡ Thomas Gayner - Markel Asset Management Add 1.23% 3,500 0.01
Q4  2019
≡ Thomas Gayner - Markel Asset Management Add 2.16% 6,000 0.01
≡ Robert Olstein - Olstein Capital Management Reduce 11.63% 5,000 0.11
Q3  2019
≡ Robert Olstein - Olstein Capital Management Add 19.44% 7,000 0.14
Q2  2019
≡ Robert Olstein - Olstein Capital Management Reduce 5.26% 2,000 0.04
Q4  2018
≡ Robert Olstein - Olstein Capital Management Add 35.71% 10,000 0.21
Q3  2018
≡ Robert Olstein - Olstein Capital Management Add 12.00% 3,000 0.06
Q2  2018
≡ Robert Olstein - Olstein Capital Management Add 78.57% 11,000 0.20
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
≡ Thomas Russo - Gardner Russo & Quinn Buy 650 0.00
≡ 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
Q1  2017
≡ Robert Olstein - Olstein Capital Management Add 18.09% 8,500 0.10
Q4  2016
≡ David Katz - Matrix Asset Advisors Sell 100.00% 18,100 2.76
Q3  2016
≡ Robert Olstein - Olstein Capital Management Buy 47,000 0.68
≡ 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
Q3  2015
≡ Thomas Gayner - Markel Asset Management Add 15.35% 37,000 0.06
≡ David Katz - Matrix Asset Advisors Add 3.54% 800 0.08
Q1  2015
≡ David Katz - Matrix Asset Advisors Add 38.65% 6,300 0.68
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 Asset Management Reduce 0.41% 1,000 0.00
Q4  2013
≡ David Katz - Matrix Asset Advisors Add 21.47% 4,100 0.48
≡ Bill & Melinda Gates Foundation Trust Add 4.65% 500,000 0.23
≡ Hillman Value Fund Buy 8,000 2.71
≡ Thomas Gayner - Markel Asset Management Reduce 0.08% 200 0.00
Q3  2013
≡ David Katz - Matrix Asset Advisors Add 66.09% 7,600 0.90
≡ Thomas Gayner - Markel Asset Management Reduce 1.22% 3,000 0.01
Q2  2013
≡ Bill & Melinda Gates Foundation Trust Add 4.87% 500,000 0.23
≡ David Katz - Matrix Asset Advisors Buy 11,500 1.58
≡ Thomas Russo - Gardner Russo & Quinn Sell 100.00% 775 0.00
Q1  2013
≡ Thomas Gayner - Markel Asset Management Reduce 0.33% 800 0.00
Q4  2012
≡ Thomas Gayner - Markel Asset Management Reduce 0.08% 200 0.00
Q3  2012
≡ Bill & Melinda Gates Foundation Trust Add 1.69% 170,457 0.08
≡ Thomas Gayner - Markel Asset Management Reduce 0.18% 434 0.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.90% 15 0.00
Q2  2012
≡ Thomas Russo - Gardner Russo & Quinn Add 1.94% 15 0.00
≡ Thomas Gayner - Markel Asset Management Add 1.23% 3,000 0.01
Q1  2012
≡ Thomas Gayner - Markel Asset Management Reduce 1.26% 3,100 0.02
Q4  2011
≡ Thomas Russo - Gardner Russo & Quinn Add 181.82% 500 0.00
≡ Thomas Gayner - Markel Asset Management Reduce 0.20% 500 0.00
Q3  2011
≡ Bill & Melinda Gates Foundation Trust Add 5.21% 500,000 0.25
≡ Thomas Russo - Gardner Russo & Quinn Buy 275 0.00
Q2  2011
≡ Thomas Gayner - Markel Asset Management Reduce 0.03% 66 0.00
Q4  2010
≡ Thomas Gayner - Markel Asset Management Add 0.82% 2,000 0.01
Q3  2010
≡ Thomas Gayner - Markel Asset Management Add 3.76% 8,900 0.04
Q2  2010
≡ Thomas Gayner - Markel Asset Management Add 0.04% 100 0.00
≡ Dodge & Cox Sell 100.00% 2,421,500 0.36
Q1  2010
≡ Bill & Melinda Gates Foundation Trust Add 26.35% 2,000,000 0.99
≡ Dodge & Cox Reduce 7.63% 200,000 0.03
Q4  2009
≡ Dodge & Cox Reduce 41.63% 1,870,000 0.27
Q3  2009
≡ Bill & Melinda Gates Foundation Trust Add 0.01% 400 0.00
≡ Dodge & Cox Reduce 0.19% 8,700 0.00
≡ Ruane, Cunniff & Goldfarb - Sequoia Fund Sell 100.00% 730,000 1.24
Q2  2009
≡ Thomas Gayner - Markel Asset Management Add 0.25% 600 0.00
≡ Dodge & Cox Buy 4,500,200 0.45
Q1  2009
≡ Bill & Melinda Gates Foundation Trust Add 49.12% 2,500,000 0.86
≡ Thomas Gayner - Markel Asset Management Add 14.70% 30,200 0.08
Q4  2008
≡ Bill & Melinda Gates Foundation Trust Add 25.99% 1,050,000 0.52
≡ Thomas Gayner - Markel Asset Management Add 1.48% 3,000 0.01
≡ Ruane, Cunniff & Goldfarb - Sequoia Fund Buy 730,000 1.60
Q3  2008
≡ Bill & Melinda Gates Foundation Trust Add 28.66% 900,000 0.48
≡ Thomas Gayner - Markel Asset Management Add 2.64% 5,200 0.02
Q4  2007
≡ Bill & Melinda Gates Foundation Trust Add 46.73% 1,000,000 0.72
≡ Thomas Gayner - Markel Asset Management Add 0.15% 300 0.00
Q3  2007
≡ Thomas Gayner - Markel Asset Management Add 17.96% 30,000 0.12
≡ Bill & Melinda Gates Foundation Trust Add 7.54% 150,000 0.13
Q2  2007
≡ Thomas Gayner - Markel Asset Management Add 234.00% 117,000 0.47
Q1  2007
≡ Thomas Gayner - Markel Asset Management Buy 50,000 0.18

* "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.