Current Value of Holding

$52.5 Million

Shares

162 Thousand

% of Portfolio

0.08%

Average Buy Price

$245

Avg closing price
Price range

35 Jim Simons Caterpillar Trades

Jim Simons's position in Caterpillar is currently worth $52.5 Million. That's 0.08% of their equity portfolio (287th largest holding). The first Caterpillar trade was made in Q4 2013. Since then Jim Simons bought shares fifteen more times and sold shares on nineteen occasions. The stake costed the investor $39.6 Million, netting the investor a gain of 32% so far.

Avg closing price
Price range
Increased shares by 203.3% (+108 Thousand shares) Q4 2024
Avg closing price $387.56
Price range $362.76 - $416.88
Sold 83.0% shares (-261 Thousand shares) Q3 2024
Avg closing price $345.28
Price range $316.80 - $391.12
Increased shares by 38.5% (+87.3 Thousand shares) Q2 2024
Avg closing price $346.74
Price range $321.47 - $379.30
Sold 64.2% shares (-407 Thousand shares) Q1 2024
Avg closing price $319.61
Price range $278.63 - $366.43
Sold 30.0% shares (-272 Thousand shares) Q4 2023
Avg closing price $259.41
Price range $226.05 - $298.12
Sold 32.4% shares (-434 Thousand shares) Q3 2023
Avg closing price $271.28
Price range $240.58 - $288.65
Sold 10.0% shares (-149 Thousand shares) Q2 2023
Avg closing price $222.96
Price range $205.75 - $247.67
Increased shares by 82.8% (+674 Thousand shares) Q1 2023
Avg closing price $241.76
Price range $215.01 - $264.54
New holding (+815 Thousand shares) Q4 2022
Avg closing price $217.70
Price range $171.23 - $243.14
Sold -278 Thousand shares Q1 2022
Avg closing price $209.73
Price range $182.83 - $229.87
Sold 79.9% shares (-1.1 Million shares) Q4 2021
Avg closing price $201.36
Price range $188.94 - $214.25
Increased shares by 32.6% (+340 Thousand shares) Q3 2021
Avg closing price $208.26
Price range $189.84 - $221.66
New holding (+1.04 Million shares) Q2 2021
Avg closing price $230.96
Price range $208.86 - $244.79
Sold -426 Thousand shares Q3 2020
Avg closing price $140.47
Price range $125.73 - $153.87
New holding (+426 Thousand shares) Q2 2020
Avg closing price $118.56
Price range $104.48 - $137.72
Sold -2.4 Thousand shares Q1 2020
Avg closing price $127.73
Price range $91.85 - $150.53
Sold 98.1% shares (-122 Thousand shares) Q4 2019
Avg closing price $139.55
Price range $117.97 - $148.50
Sold 90.3% shares (-1.16 Million shares) Q3 2019
Avg closing price $127.05
Price range $113.38 - $139.64
Sold 31.2% shares (-580 Thousand shares) Q2 2019
Avg closing price $132.14
Price range $119.81 - $143.36
Increased shares by 9550.8% (+1.84 Million shares) Q1 2019
Avg closing price $132.83
Price range $121.51 - $141.41

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