Ken Fisher CAT Holdings History

Number of Shares
9.94 Mil
Current Holdings Value*
$10.59 Bil
% of Portfolio
3.15%
Total Estimate Gain
$6.48 Bil
% of Total Estimate Gain
274.69%

Ken Fisher's Caterpillar Inc Holding Summary

As of 2026-06-30, Fisher Asset Management, LLC held 9.94 Mil shares of Caterpillar Inc(CAT), totaling $10.59 Bil. This investment constitutes 3.15% of their stock portfolio, and Fisher Asset Management, LLC now holds 2.16% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2009Q1. And since then Ken Fisher has made 42 purchases of CAT, at an average price of $132.31, for a total of 17.82 Mil shares. In addition, there have been 28 sales at an average price of $94.21 for 7.88 Mil shares. Based on historical transaction data and CAT's current price of $813.94, Ken Fisher's estimated gain on his CAT holdings is $6.48 Bil, reflecting a 274.69% gain to date.

Ken Fisher CAT ($813.94) Holding Chart

Ken Fisher CAT ($813.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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