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
George M. Cohen@Cohen Klingenstein Llc
Recent Activity
Exited
0%
$3.129M
8,000 shares@ 391.12 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
Exited
0%
$1.368M
3,500 shares@ 390.86 avg price
Jack Alexander Earp@Donoghue Forlines Llc
Recent Activity
Exited
0%
$1.361M
3,481 shares@ 391.13 avg price
Frank Vivirito@Xr Securities Llc
Recent Activity
Exited
0%
$1.209M
3,091 shares@ 391.13 avg price
TABITHA LETOURNEAU MEYERER@Fiduciary Family Office, Llc
Recent Activity
Exited
0%
$1.155M
2,952 shares@ 391.12 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$533,000
1,364 shares@ 390.77 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Exited
0%
$452,175
1,156 shares@ 391.16 avg price
Joshua Ryan Standeven@Selective Wealth Management, Inc.
Recent Activity
Exited
0%
$418,609
1,079 shares@ 387.97 avg price
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
Exited
0%
$346,160
885 shares@ 391.15 avg price
Todd Wilcox@S.e.e.d. Planning Group Llc
Recent Activity
Exited
0%
$336,363
860 shares@ 391.12 avg price