GMO (Jeremy Grantham) — CAT Trade History
Quarter-by-quarter changes in the CATERPILLAR INC position · CUSIP 149123101
Currently held · 2 YearsFirst seen: 2017 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 3,670 | -3,031 | -45.2% | $3.9M | 0.01% |
| 2026 Q1 | 2026-05-14 | Add | 6,701 | 3,750 | +127.1% | $4.7M | 0.01% |
| 2025 Q4 | 2026-02-17 | Reduce | 2,951 | -942 | -24.2% | $1.7M | 0.00% |
| 2025 Q3 | 2025-11-13 | Reduce | 3,893 | -8,961 | -69.7% | $1.9M | 0.01% |
| 2025 Q2 | 2025-08-13 | Add | 12,854 | 618 | +5.1% | $5.0M | 0.01% |
| 2025 Q1 | 2025-05-14 | Add | 12,236 | 8,634 | +239.7% | $4.0M | 0.01% |
| 2024 Q4 | 2025-02-13 | Reduce | 3,602 | -70 | -1.9% | $1.3M | 0.00% |
| 2024 Q3 | 2024-11-13 | New | 3,672 | 3,672 | — | $1.4M | 0.01% |
| 2024 Q2 | 2024-08-13 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-13 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-13 | Sold out | — | -26,189 | -100.0% | — | — |
| 2023 Q2 | 2023-08-14 | Add | 26,189 | 22,023 | +528.6% | $6.4M | 0.03% |
| 2023 Q1 | 2023-05-12 | Reduce | 4,166 | -4,300 | -50.8% | $953.3K | 0.01% |
| 2022 Q4 | 2023-02-13 | Add | 8,466 | 2,100 | +33.0% | $2.0M | 0.01% |
| 2022 Q3 | 2022-11-10 | Reduce | 6,366 | -3,400 | -34.8% | $1.0M | 0.01% |
| 2022 Q2 | 2022-08-12 | Reduce | 9,766 | -17,900 | -64.7% | $1.7M | 0.01% |
| 2022 Q1 | 2022-05-13 | Add | 27,666 | 4,000 | +16.9% | $6.2M | 0.03% |
| 2021 Q4 | 2022-02-11 | Add | 23,666 | 7,540 | +46.8% | $4.9M | 0.02% |
| 2021 Q3 | 2021-11-12 | New | 16,126 | 16,126 | — | $3.1M | 0.01% |
| 2021 Q2 | 2021-08-12 | Sold out | — | -2,005 | -100.0% | — | — |
| 2021 Q1 | 2021-05-13 | New | 2,005 | 2,005 | — | $465.0K | 0.00% |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | Sold out | — | -4,600 | -100.0% | — | — |
| 2019 Q3 | 2019-11-13 | Hold | 4,600 | — | 0.0% | $581.0K | 0.00% |
| 2019 Q2 | 2019-08-13 | Reduce | 4,600 | -200 | -4.2% | $627.0K | 0.00% |
| 2019 Q1 | 2019-05-14 | Reduce | 4,800 | -15,500 | -76.4% | $650.0K | 0.01% |
| 2018 Q4 | 2019-02-13 | Reduce | 20,300 | -113,455 | -84.8% | $2.6M | 0.02% |
| 2018 Q3 | 2018-11-14 | Add | 133,755 | 37,900 | +39.5% | $20.4M | 0.14% |
| 2018 Q2 | 2018-08-14 | Add | 95,855 | 89,555 | +1421.5% | $13.0M | 0.09% |
| 2018 Q1 | 2018-05-15 | Hold | 6,300 | — | 0.0% | $928.0K | 0.01% |
| 2017 Q4 | 2018-02-14 | New | 6,300 | 6,300 | — | $993.0K | 0.01% |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.