Current Value of Holding

$2.91 Billion

Shares

8.14 Million

% of Portfolio

1.48%

Average Buy Price

$154

Avg closing price
Price range

44 Ken Fisher Caterpillar Trades

Ken Fisher acquired 8.14 Million Caterpillar shares worth $2.91 Billion. That's 1.48% of their equity portfolio (13th largest holding). The investor owns 1.57% of the outstanding Caterpillar stock. The first Caterpillar trade was made in Q1 2013. Since then Ken Fisher bought shares 30 more times and sold shares on thirteen occasions. The stake costed the investor $1.25 Billion, netting the investor a gain of 133% so far.

Avg closing price
Price range
Increased shares by 2.2% (+173 Thousand shares) Q4 2023
Avg closing price $259.41
Price range $226.05 - $298.12
Increased shares by 3.1% (+242 Thousand shares) Q3 2023
Avg closing price $271.28
Price range $240.58 - $288.65
Increased shares by 2.7% (+201 Thousand shares) Q2 2023
Avg closing price $222.96
Price range $205.75 - $247.67
Increased shares by 1.8% (+132 Thousand shares) Q1 2023
Avg closing price $241.76
Price range $215.01 - $264.54
Increased shares by 1.4% (+100 Thousand shares) Q4 2022
Avg closing price $217.70
Price range $171.23 - $243.14
Sold 2.8% shares (-213 Thousand shares) Q3 2022
Avg closing price $182.67
Price range $162.44 - $198.88
Increased shares by 3.2% (+231 Thousand shares) Q2 2022
Avg closing price $210.74
Price range $178.67 - $235.08
Increased shares by 3.8% (+268 Thousand shares) Q1 2022
Avg closing price $209.73
Price range $182.83 - $229.87
Increased shares by 2.5% (+168 Thousand shares) Q4 2021
Avg closing price $201.36
Price range $188.94 - $214.25
Increased shares by 2.9% (+193 Thousand shares) Q3 2021
Avg closing price $208.26
Price range $189.84 - $221.66
Increased shares by 3.6% (+229 Thousand shares) Q2 2021
Avg closing price $230.96
Price range $208.86 - $244.79
Increased shares by 3.7% (+227 Thousand shares) Q1 2021
Avg closing price $207.02
Price range $180.63 - $233.63
Increased shares by 3.2% (+195 Thousand shares) Q4 2020
Avg closing price $169.58
Price range $146.71 - $182.21
Increased shares by 3.3% (+194 Thousand shares) Q3 2020
Avg closing price $140.47
Price range $125.73 - $153.87
Increased shares by 3.4% (+190 Thousand shares) Q2 2020
Avg closing price $118.56
Price range $104.48 - $137.72
Increased shares by 1.1% (+62 Thousand shares) Q1 2020
Avg closing price $127.73
Price range $91.85 - $150.53
Increased shares by 3.2% (+170 Thousand shares) Q4 2019
Avg closing price $139.55
Price range $117.97 - $148.50
Increased shares by 8442.2% (+5.31 Million shares) Q3 2019
Avg closing price $127.05
Price range $113.38 - $139.64
Increased shares by 116.2% (+33.8 Thousand shares) Q2 2019
Avg closing price $132.14
Price range $119.81 - $143.36
Increased shares by 213.5% (+19.8 Thousand shares) Q1 2019
Avg closing price $132.83
Price range $121.51 - $141.41

News about Caterpillar Inc. and Ken Fisher

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