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      Current Value of Holding

      $41.1M

      Shares

      97.9k

      % of Portfolio

      0.24%

      Average Buy Price

      $136

      Avg closing price
      Price range

      56 Joel Greenblatt Caterpillar Trades

      Joel Greenblatt acquired 97.9k Caterpillar shares worth $41.1M. That's 0.24% of their equity portfolio (32nd largest holding). The first Caterpillar trade was made in Q2 2011. Since then Joel Greenblatt bought shares 29 more times and sold shares on 26 occasions. The stake costed the investor $13.3M, netting the investor a gain of 208% so far.

      Avg closing price
      Price range
      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
      Sold 39.5% shares (-9.01k shares) Q1 2021
      Avg closing price $207.02
      Price range $180.63 - $233.63
      Increased shares by 72.5% (+9.58k 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

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