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
Susan Newmeyer@Jacobs & Co Ca
Recent Activity
Decreased -4.28%
1.43%
$13.969M
38,508 shares@ 362.76 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 1.83%
0.29%
$13.902M
38,322 shares@ 362.77 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 3.55%
0.15%
$13.714M
37,804 shares@ 362.77 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -7.8%
0.17%
$11.346M
31,276 shares@ 362.76 avg price
Joseph F. Tower, III@Lmcg Investments, Llc
Recent Activity
Decreased -2.34%
0.7%
$11.31M
31,178 shares@ 362.76 avg price
Richard S. Foster@Folger Nolan Fleming Douglas Capital Management, Inc
Recent Activity
Decreased -1.76%
1.19%
$11.287M
31,115 shares@ 362.76 avg price
Ray Fenger@Paradiem, Llc
Recent Activity
Decreased -1.38%
3.01%
$11.187M
30,839 shares@ 362.77 avg price
Sarah Kiaaina@Cadinha & Co Llc
Recent Activity
New Position
1.84%
$11.083M
30,553 shares@ 362.77 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -0.04%
3.92%
$9.652M
26,607 shares@ 362.76 avg price
Francois Cardin@Addenda Capital Inc.
Recent Activity
Decreased -0.28%
0.34%
$9.489M
26,158 shares@ 362.76 avg price