CAT

Caterpillar Inc

Latest period2024 - Q4Total superinvestors494

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Matthew Borland@Culbertson A N & Co Inc Recent Activity Increased 0.89%	2.41%	$15.149M 41,760 shares@ 362.77 avg price	Increased 0.89%
Christopher Dautrich@Stillwater Capital Advisors, Llc Recent Activity Increased 1.46%	1.86%	$14.988M 41,315 shares@ 362.77 avg price	Increased 1.46%
Gwen Wilmeth@Segment Wealth Management, Llc Recent Activity Increased 0.16%	1.01%	$14.77M 40,716 shares@ 362.76 avg price	Increased 0.16%
Kayla Berg@Dakota Wealth Management Recent Activity Increased 0.6%	0.33%	$13.996M 38,581 shares@ 362.77 avg price	Increased 0.6%
Helen Halloran@Capital Investment Advisors, Llc Recent Activity Increased 1.83%	0.29%	$13.902M 38,322 shares@ 362.77 avg price	Increased 1.83%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 3.55%	0.15%	$13.714M 37,804 shares@ 362.77 avg price	Increased 3.55%
Michael Boyle@American National Bank & Trust Recent Activity Increased 0.54%	1.01%	$8.994M 24,793 shares@ 362.77 avg price	Increased 0.54%
Stephen Tuttle@Signet Financial Management, Llc Recent Activity Increased 0.13%	1.11%	$8.687M 23,948 shares@ 362.76 avg price	Increased 0.13%
Jeffrey A. Smith@Atomi Financial Group, Inc. Recent Activity Increased 3.91%	0.43%	$8.414M 23,193 shares@ 362.77 avg price	Increased 3.91%
Marla Wooton@Miracle Mile Advisors, Llc Recent Activity Increased 409.62%	0.17%	$8.303M 22,887 shares@ 362.77 avg price	Increased 409.62%