Ken Fisher Caterpillar Inc.

Current Value of Holding

$2.94 Billion

Shares

9.08 Million

% of Portfolio

1.23%

Average Buy Price

$173

Avg closing price
Price range
Ken Fisher Portfolio Stock Details (CAT)

48 Ken Fisher Caterpillar Trades

Ken Fisher acquired 9.08 Million Caterpillar shares worth $2.94 Billion. That's 1.23% of their equity portfolio (23rd largest holding). The investor owns 1.90% of the outstanding Caterpillar stock. The first Caterpillar trade was made in Q1 2013. Since then Ken Fisher bought shares 34 more times and sold shares on thirteen occasions. The stake costed the investor $1.57 Billion, netting the investor a gain of 87% so far.

Avg closing price
Price range
Increased shares by 1.4% (+129 Thousand shares) Q4 2024
Avg closing price $387.56
Price range $362.76 - $416.88
Increased shares by 2.3% (+205 Thousand shares) Q3 2024
Avg closing price $345.28
Price range $316.80 - $391.12
Increased shares by 4.9% (+406 Thousand shares) Q2 2024
Avg closing price $346.74
Price range $321.47 - $379.30
Increased shares by 2.5% (+203 Thousand shares) Q1 2024
Avg closing price $319.61
Price range $278.63 - $366.43
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

News about Caterpillar Inc. and Ken Fisher

Caterpillar Inc. (CAT) Q2 2024 Earnings Call Transcript

Caterpillar Inc. (CAT) Q2 2024 Earnings Call Transcript

Caterpillar Inc. (NYSE:CAT ) Q2 2024 Earnings Conference Call August 6, 2024 8:30 AM ET Company Participants Ryan Fiedler - Vice President of Investor Relati...

seekingalpha.com seekingalpha.com, 9 months ago
Caterpillar Is Likely Near Peak Earnings

Caterpillar Is Likely Near Peak Earnings

The company is showing strong double-digit growth, but recessionary fears persist Check out Mario Gabelli Stock Picks » Download GuruFolio Report of Mario Ga...

GuruFocus GuruFocus, over 2 years ago
Never miss a trade

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!

To improve your user experience we use cookies.