Current Value of Holding

$21.3 Million

Shares

58.6 Thousand

% of Portfolio

0.38%

Average Buy Price

$123

Avg closing price
Price range

50 Joel Greenblatt Caterpillar Trades

Joel Greenblatt acquired 58.6 Thousand Caterpillar shares worth $21.3 Million. That's 0.38% of their equity portfolio (22nd largest holding). The first Caterpillar trade was made in Q2 2011. Since then Joel Greenblatt bought shares 26 more times and sold shares on 23 occasions. The stake costed the investor $7.23 Million, netting the investor a gain of 195% so far.

Avg closing price
Price range
Sold 29.2% shares (-24.2 Thousand shares) Q4 2023
Avg closing price $259.41
Price range $226.05 - $298.12
Increased shares by 26.7% (+17.5 Thousand shares) Q3 2023
Avg closing price $271.28
Price range $240.58 - $288.65
Sold 6.3% shares (-4.37 Thousand shares) Q2 2023
Avg closing price $222.96
Price range $205.75 - $247.67
Increased shares by 99.4% (+34.8 Thousand shares) Q1 2023
Avg closing price $241.76
Price range $215.01 - $264.54
Increased shares by 117.1% (+18.9 Thousand shares) Q4 2022
Avg closing price $217.70
Price range $171.23 - $243.14
Sold 27.7% shares (-6.18 Thousand shares) Q3 2022
Avg closing price $182.67
Price range $162.44 - $198.88
Increased shares by 125.4% (+12.4 Thousand shares) Q2 2022
Avg closing price $210.74
Price range $178.67 - $235.08
Sold 80.7% shares (-41.3 Thousand shares) Q1 2022
Avg closing price $209.73
Price range $182.83 - $229.87
Increased shares by 46.8% (+16.3 Thousand shares) Q4 2021
Avg closing price $201.36
Price range $188.94 - $214.25
Increased shares by 18.7% (+5.49 Thousand shares) Q3 2021
Avg closing price $208.26
Price range $189.84 - $221.66
Increased shares by 113.2% (+15.6 Thousand shares) Q2 2021
Avg closing price $230.96
Price range $208.86 - $244.79
Sold 39.5% shares (-9.01 Thousand shares) Q1 2021
Avg closing price $207.02
Price range $180.63 - $233.63
Increased shares by 72.5% (+9.58 Thousand shares) Q4 2020
Avg closing price $169.58
Price range $146.71 - $182.21
Increased shares by 2.4% (+308 shares) Q3 2020
Avg closing price $140.47
Price range $125.73 - $153.87
Sold 90.9% shares (-129 Thousand shares) Q2 2020
Avg closing price $118.56
Price range $104.48 - $137.72
Sold 12.3% shares (-20 Thousand shares) Q1 2020
Avg closing price $127.73
Price range $91.85 - $150.53
Increased shares by 68.4% (+65.8 Thousand shares) Q4 2019
Avg closing price $139.55
Price range $117.97 - $148.50
Sold 13.0% shares (-14.4 Thousand shares) Q3 2019
Avg closing price $127.05
Price range $113.38 - $139.64
Sold 55.7% shares (-139 Thousand shares) Q2 2019
Avg closing price $132.14
Price range $119.81 - $143.36
Increased shares by 12.6% (+27.9 Thousand shares) Q1 2019
Avg closing price $132.83
Price range $121.51 - $141.41

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