Current Value of Holding

$110M

Shares

117k

% of Portfolio

0.30%

Average Buy Price

$145

Avg closing price
Price range

59 Joel Greenblatt Caterpillar Trades

Joel Greenblatt acquired 117k Caterpillar shares worth $110M. That's 0.30% of their equity portfolio (23rd largest holding). The first Caterpillar trade was made in Q2 2011. Since then Joel Greenblatt bought shares 31 more times and sold shares on 27 occasions. The stake costed the investor $17M, netting the investor a gain of 548% so far.

Avg closing price
Price range
Sold 4.4% shares (-5.38k shares) Q1 2026
Avg closing price $678.56
Price range $596.52 - $775.00
Increased shares by 5.0% (+5.88k shares) Q4 2025
Avg closing price $556.09
Price range $480.82 - $625.46
Increased shares by 19.1% (+18.7k shares) Q3 2025
Avg closing price $426.35
Price range $390.92 - $477.15
Increased shares by 41.3% (+28.6k shares) Q2 2025
Avg closing price $333.29
Price range $273.94 - $388.21
Sold 7.6% shares (-5.72k shares) Q1 2025
Avg closing price $356.74
Price range $326.75 - $407.66
Sold 1.7% shares (-1.34k shares) Q4 2024
Avg closing price $387.56
Price range $362.76 - $416.88
Increased shares by 5.6% (+4.04k shares) Q3 2024
Avg closing price $345.28
Price range $316.80 - $391.12
Increased shares by 35.3% (+18.9k shares) Q2 2024
Avg closing price $346.74
Price range $321.47 - $379.30
Sold 8.9% shares (-5.19k shares) Q1 2024
Avg closing price $319.61
Price range $278.63 - $366.43
Sold 29.2% shares (-24.2k shares) Q4 2023
Avg closing price $259.41
Price range $226.05 - $298.12
Increased shares by 26.7% (+17.5k shares) Q3 2023
Avg closing price $271.28
Price range $240.58 - $288.65
Sold 6.3% shares (-4.37k shares) Q2 2023
Avg closing price $222.96
Price range $205.75 - $247.67
Increased shares by 99.4% (+34.8k shares) Q1 2023
Avg closing price $241.76
Price range $215.01 - $264.54
Increased shares by 117.1% (+18.9k shares) Q4 2022
Avg closing price $217.70
Price range $171.23 - $243.14
Sold 27.7% shares (-6.18k shares) Q3 2022
Avg closing price $182.67
Price range $162.44 - $198.88
Increased shares by 125.4% (+12.4k shares) Q2 2022
Avg closing price $210.74
Price range $178.67 - $235.08
Sold 80.7% shares (-41.3k shares) Q1 2022
Avg closing price $209.73
Price range $182.83 - $229.87
Increased shares by 46.8% (+16.3k shares) Q4 2021
Avg closing price $201.36
Price range $188.94 - $214.25
Increased shares by 18.7% (+5.49k shares) Q3 2021
Avg closing price $208.26
Price range $189.84 - $221.66
Increased shares by 113.2% (+15.6k shares) Q2 2021
Avg closing price $230.96
Price range $208.86 - $244.79

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