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
Michael Boyle@American National Bank & Trust
Recent Activity
Increased 0.54%
1.01%
$8.994M
24,793 shares@ 362.77 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Increased 0.13%
1.11%
$8.687M
23,948 shares@ 362.76 avg price
LEIGH ANN YOUNG@Central Bank & Trust Co
Recent Activity
Decreased -6.59%
1.3%
$8.543M
23,549 shares@ 362.76 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Decreased -0.08%
0.51%
$8.424M
23,221 shares@ 362.76 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 3.91%
0.43%
$8.414M
23,193 shares@ 362.77 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 409.62%
0.17%
$8.303M
22,887 shares@ 362.77 avg price
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
JULIET CRANK@First Financial Bank - Trust Division
Recent Activity
Decreased -1.29%
0.75%
$8.022M
22,114 shares@ 362.77 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Decreased -1.63%
0.28%
$8.004M
22,065 shares@ 362.77 avg price