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
David Childs@Spartan Planning & Wealth Management
Recent Activity
Exited
0%
$202,830
686 shares@ 295.68 avg price
Justin Halverson@Great Waters Wealth Management
Recent Activity
Exited
0%
$236,243
604 shares@ 391.14 avg price
Derek H. Baugh@Baugh & Associates, Llc
Recent Activity
Exited
0%
$234,672
600 shares@ 391.12 avg price
Anthony Austreng@Forthright Wealth Management, Llc
Recent Activity
Exited
0%
$228,414
584 shares@ 391.12 avg price
Matthew Liebman@Amplius Wealth Advisors, Llc
Recent Activity
Exited
0%
$218,636
559 shares@ 391.12 avg price
Matthew Wagner@Oxinas Partners Wealth Management Llc
Recent Activity
Exited
0%
$216,935
555 shares@ 390.88 avg price
H. Parker Evans@Successful Portfolios Llc
Recent Activity
Exited
0%
$214,725
549 shares@ 391.13 avg price
Aryn Sands@Safeguard Financial, Llc
Recent Activity
Exited
0%
$214,725
549 shares@ 391.13 avg price
Dodd Disler@Sagace Wealth Management Llc
Recent Activity
Exited
0%
$214,703
545 shares@ 393.96 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Exited
0%
$212,378
543 shares@ 391.12 avg price