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
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 8.5%
0.09%
$8.172M
22,526 shares@ 362.79 avg price
Tom Mathew@Beacon Investment Advisory Services, Inc.
Recent Activity
Increased 6.84%
0.36%
$8.169M
22,520 shares@ 362.76 avg price
Philip A. Noonan@Contravisory Investment Management, Inc.
Recent Activity
Increased 1619.76%
1.71%
$7.992M
22,030 shares@ 362.77 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 30.68%
0.14%
$7.32M
20,178 shares@ 362.77 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 44.12%
0.38%
$6.799M
18,743 shares@ 362.76 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 10.5%
0.23%
$6.598M
18,189 shares@ 362.76 avg price
Gordon C. Haave@Financial & Tax Architects, Llc
Recent Activity
Increased 0.62%
1.66%
$6.502M
17,923 shares@ 362.77 avg price
Amit S. Khandwala@Wright Investors Service Inc
Recent Activity
Increased 24.47%
2.08%
$6.375M
17,573 shares@ 362.76 avg price
MICHELLE ELDRIDGE@Jackson Square Capital, Llc
Recent Activity
Increased 1.86%
1.48%
$6.127M
16,889 shares@ 362.77 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 5.05%
0.31%
$5.7M
15,714 shares@ 362.77 avg price