CAT

Caterpillar Inc

Latest period2024 - Q4Total superinvestors494

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 494 superinvestors own shares of Caterpillar Inc (CAT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Caterpillar Inc (CAT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Caterpillar Inc (CAT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Caterpillar Inc (CAT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Sarah Kiaaina@Cadinha & Co Llc
Recent Activity
New Position
1.84%
$11.083M
30,553 shares@ 362.77 avg price
Aryn Sands@Clark & Stuart, Inc
Recent Activity
New Position
0.96%
$1.3M
3,584 shares@ 362.77 avg price
MICHELE MADASZ@Martel Wealth Advisors Inc
Recent Activity
New Position
0.22%
$1.088M
3,000 shares@ 362.76 avg price
Ashleigh Swayze@Grandview Asset Management Llc
Recent Activity
New Position
0.3%
$803,000
2,213 shares@ 362.86 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
0.19%
$760,000
2,094 shares@ 362.95 avg price
Dale Q. Rice@Dale Q Rice Investment Management Ltd
Recent Activity
New Position
0.31%
$684,890
1,888 shares@ 362.76 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
New Position
0.13%
$664,263
1,831 shares@ 362.79 avg price
Robert E. Felty@Penn Davis Mcfarland Inc
Recent Activity
New Position
0.07%
$580,416
1,600 shares@ 362.76 avg price
Dana Grey@Board Of The Pension Protection Fund
Recent Activity
New Position
0.68%
$580,416
1,600 shares@ 362.76 avg price
John Salomon@J2 Capital Management Inc
Recent Activity
New Position
0.54%
$572,073
1,577 shares@ 362.77 avg price