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
Nathaniel Donohue@Consilio Wealth Advisors, Llc
Recent Activity
Exited
0%
$211,987
542 shares@ 391.12 avg price
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Exited
0%
$209,641
536 shares@ 391.13 avg price
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Exited
0%
$202,209
517 shares@ 391.12 avg price
Aryn Sands@Wall Street Financial Group, Inc.
Recent Activity
Exited
0%
$202,209
517 shares@ 391.12 avg price
Thomas Mason@Mason & Associates Inc
Recent Activity
Exited
0%
$200,645
513 shares@ 391.13 avg price
James Langer@Redmont Wealth Advisors Llc
Recent Activity
Exited
0%
$50,454
129 shares@ 391.12 avg price
Ellwood Derricks@Partnership Wealth Management, Llc
Recent Activity
Exited
0%
$34,419
88 shares@ 391.13 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Exited
0%
$3,912
10 shares@ 391.2 avg price
George Elliman@Westend Capital Management, Llc
Recent Activity
Exited
0%
$2,347
6 shares@ 391.17 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Exited
0%
$392
1 shares@ 392.0 avg price