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
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 1.47%
0.15%
$5.38M
14,830 shares@ 362.77 avg price
Lon M. Magness@Reliant Investment Management, Llc
Recent Activity
Increased 3.86%
2.23%
$5.033M
13,875 shares@ 362.76 avg price
Nick Ng@Liberty One Investment Management, Llc
Recent Activity
Increased 3.75%
0.53%
$4.811M
13,264 shares@ 362.75 avg price
Matthew Robert Ihlein@Traynor Capital Management, Inc.
Recent Activity
Increased 17.65%
0.33%
$4.81M
13,260 shares@ 362.75 avg price
Mike Turner@B & T Capital Management Dba Alpha Capital Management
Recent Activity
Increased 1.09%
0.88%
$4.762M
13,128 shares@ 362.78 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
Increased 0.66%
1.38%
$4.402M
12,136 shares@ 362.77 avg price
Cydney Shapleigh@New Hampshire Trust
Recent Activity
Increased 2.08%
0.93%
$4.371M
12,048 shares@ 362.76 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 10.22%
0.23%
$4.364M
12,030 shares@ 362.78 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Increased 5.64%
0.66%
$4.185M
11,535 shares@ 362.78 avg price
Chad Beaty@Trust Co Of Toledo Na Oh
Recent Activity
Increased 9.54%
0.55%
$4.168M
11,491 shares@ 362.76 avg price