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
Joseph C. Capezza, Jr.@Cove Private Wealth, Llc
Recent Activity
New Position
0.31%
$511,492
1,410 shares@ 362.77 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.2%
$439,101
1,251 shares@ 351.0 avg price
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
New Position
0.34%
$305,891
843 shares@ 362.87 avg price
Carrie Prusa@Baron Silver Stevens Financial Advisors, Llc
Recent Activity
New Position
0.05%
$280,413
773 shares@ 362.76 avg price
Donald E. Hodson@Financial Enhancement Group Llc
Recent Activity
New Position
0.05%
$270,096
745 shares@ 362.55 avg price
Bryan Buchert@Kera Capital Partners, Inc.
Recent Activity
New Position
0.07%
$235,794
650 shares@ 362.76 avg price
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
0.06%
$235,204
633 shares@ 371.58 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
New Position
0.07%
$215,613
594 shares@ 362.99 avg price
FRANK TABAR@Farmers & Merchants Trust Co Of Long Beach
Recent Activity
New Position
0.06%
$210,763
581 shares@ 362.76 avg price
Herbert Pontzer@Client 1st Advisory Group, Llc
Recent Activity
New Position
0.08%
$202,783
559 shares@ 362.77 avg price