Current Value of Holding

$1.17 Million

Shares

3.6 Thousand

% of Portfolio

0.00%

Average Buy Price

$345

Avg closing price
Price range

26 Jeremy Grantham Caterpillar Trades

Jeremy Grantham acquired 3.6 Thousand Caterpillar shares worth $1.17 Million. That's 0.00% of their equity portfolio (403rd largest holding). The first Caterpillar trade was made in Q1 2014. Since then Jeremy Grantham bought shares eleven more times and sold shares on fourteen occasions. The investor's estimated purchase price is $1.24 Million, resulting in a loss of 6.1%.

Avg closing price
Price range
Sold 1.9% shares (-70 shares) Q4 2024
Avg closing price $387.56
Price range $362.76 - $416.88
New holding (+3.67 Thousand shares) Q3 2024
Avg closing price $345.28
Price range $316.80 - $391.12
Sold -26.2 Thousand shares Q3 2023
Avg closing price $271.28
Price range $240.58 - $288.65
Increased shares by 528.6% (+22 Thousand shares) Q2 2023
Avg closing price $222.96
Price range $205.75 - $247.67
Sold 50.8% shares (-4.3 Thousand shares) Q1 2023
Avg closing price $241.76
Price range $215.01 - $264.54
Increased shares by 33.0% (+2.1 Thousand shares) Q4 2022
Avg closing price $217.70
Price range $171.23 - $243.14
Sold 34.8% shares (-3.4 Thousand shares) Q3 2022
Avg closing price $182.67
Price range $162.44 - $198.88
Sold 64.7% shares (-17.9 Thousand shares) Q2 2022
Avg closing price $210.74
Price range $178.67 - $235.08
Increased shares by 16.9% (+4 Thousand shares) Q1 2022
Avg closing price $209.73
Price range $182.83 - $229.87
Increased shares by 46.8% (+7.54 Thousand shares) Q4 2021
Avg closing price $201.36
Price range $188.94 - $214.25
New holding (+16.1 Thousand shares) Q3 2021
Avg closing price $208.26
Price range $189.84 - $221.66
Sold -2.01 Thousand shares Q2 2021
Avg closing price $230.96
Price range $208.86 - $244.79
New holding (+2.01 Thousand shares) Q1 2021
Avg closing price $207.02
Price range $180.63 - $233.63
Sold -4.6 Thousand shares Q4 2019
Avg closing price $139.55
Price range $117.97 - $148.50
Sold 4.2% shares (-200 shares) Q2 2019
Avg closing price $132.14
Price range $119.81 - $143.36
Sold 76.4% shares (-15.5 Thousand shares) Q1 2019
Avg closing price $132.83
Price range $121.51 - $141.41
Sold 84.8% shares (-113 Thousand shares) Q4 2018
Avg closing price $130.10
Price range $112.34 - $158.22
Increased shares by 39.5% (+37.9 Thousand shares) Q3 2018
Avg closing price $141.45
Price range $132.02 - $156.38
Increased shares by 1421.5% (+89.6 Thousand shares) Q2 2018
Avg closing price $149.42
Price range $134.61 - $158.92
New holding (+6.3 Thousand shares) Q4 2017
Avg closing price $138.70
Price range $124.72 - $158.42

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