Jeremy Grantham's CAT Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3,893 shares of Caterpillar Inc. (CAT) worth $1.86 M, representing 0.01% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in CAT, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2018, adding 89,555 shares. Largest reduction occurred in Q3 2015, reducing 133,800 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Caterpillar (CAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Caterpillar (CAT) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +145,900 | New Buy | 145,900 | $99.37 |
| Q2 2014 | -7,000 | Reduce 4.80% | 138,900 | $108.67 |
| Q3 2014 | -138,900 | Sold Out | 138,900 | $0.00 |
| Q3 2015 | +5,100 | New Buy | 5,100 | $65.29 |
| Q1 2016 | -300 | Reduce 5.88% | 4,800 | $76.46 |
| Q2 2016 | -4,800 | Sold Out | 4,800 | $0.00 |
| Q4 2017 | +6,300 | New Buy | 6,300 | $157.62 |
| Q2 2018 | +89,555 | Add 1421.51% | 95,855 | $135.67 |
| Q3 2018 | +37,900 | Add 39.54% | 133,755 | $152.49 |
| Q4 2018 | -113,455 | Reduce 84.82% | 20,300 | $127.09 |
| Q1 2019 | -15,500 | Reduce 76.35% | 4,800 | $135.42 |
| Q2 2019 | -200 | Reduce 4.17% | 4,600 | $136.30 |
| Q4 2019 | -4,600 | Sold Out | 4,600 | $0.00 |
| Q1 2021 | +2,005 | New Buy | 2,005 | $231.92 |
| Q2 2021 | -2,005 | Sold Out | 2,005 | $0.00 |
| Q3 2021 | +16,126 | New Buy | 16,126 | $191.99 |
| Q4 2021 | +7,540 | Add 46.76% | 23,666 | $206.75 |
| Q1 2022 | +4,000 | Add 16.90% | 27,666 | $222.84 |
| Q2 2022 | -17,900 | Reduce 64.70% | 9,766 | $178.78 |
| Q3 2022 | -3,400 | Reduce 34.81% | 6,366 | $164.15 |
| Q4 2022 | +2,100 | Add 32.99% | 8,466 | $239.56 |
| Q1 2023 | -4,300 | Reduce 50.79% | 4,166 | $228.84 |
| Q2 2023 | +22,023 | Add 528.64% | 26,189 | $246.05 |
| Q3 2023 | -26,189 | Sold Out | 26,189 | $0.00 |
| Q3 2024 | +3,672 | New Buy | 3,672 | $391.12 |
| Q4 2024 | -70 | Reduce 1.91% | 3,602 | $362.76 |
| Q1 2025 | +8,634 | Add 239.70% | 12,236 | $329.80 |
| Q2 2025 | +618 | Add 5.05% | 12,854 | $388.21 |
| Q3 2025 | -8,961 | Reduce 69.71% | 3,893 | $477.15 |
Jeremy Grantham's Caterpillar Investment FAQs
Jeremy Grantham first purchased Caterpillar Inc. (CAT) in Q1 2014, acquiring 145,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Caterpillar Inc. (CAT) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Caterpillar Inc. (CAT) was in Q1 2014, adding 145,900 shares worth $14.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,893 shares of Caterpillar Inc. (CAT), valued at approximately $1.86 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Caterpillar Inc. (CAT) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Caterpillar Inc. (CAT) was 145,900 shares, as reported at the end of Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.